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Previous Sessions

Coaching Your Reps with InsightSquared  play-button.png
We constantly hear that managers and reps 1:1's are too tactical.  Too focused on the next deal or opportunity that needs work.  Between discussing all of these deal points there's rarely time to have an honest coaching discussion that teaches reps how to better evaluate and push deals across the finish line.  If you feel like your team falls into this trap, you're not alone! In this session we'll cover:  

- How to hold an effective coaching discussion with your rep(s)  
- Discuss the cadence for these sessions, the format, and who should be included  
- Provide you with a dashboard that you can use to quickly identify the areas that your team is struggling with so you can have a focused coaching discussion that gets real results

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Shortening Your Sales Cycle  play-button.png
Are you having trouble getting your sales team to move deals through your process fast enough. Does it feel like deals are being lost at different stages and you aren't sure why? Do you have a clear picture of what a winning deal looks like vs a losing deal? If you answered "no" to any of these questions than this webinar is for you. Join our Sr. Director of Sales, Randy DeHaan to understand how he manages his team's sales cycle and finds ways to make improvements through coaching and process changes. We'll also explore the InsightSquared dashboard that Randy uses to do this and share it with you following the training.

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Running a 1:1 with InsightSquared  play-button.png
Do you feel like you're not getting enough out of the 1:1's that you're having with your reps? Does it feel like you're always focused on making sure the next deal is going to close, and never getting to focus on actual rep development? Do you have trouble identifying the behaviors that your reps are having trouble with? Then this is the webinar for you. In this session we'll focus on:

- Using data to have an informed discussion with your rep during their 1:1
- Helping to identify deals that are at risk, before they become lost causes
- Show you an InsightSquared dashboard that will make running your 1:1 a breeze

If you're ready to take the next step and develop your sales team into a team of rockstars then this session is for you!

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Introduction to InsightSquared: Reports & Dashboards  play-button.png
Whether you're new to InsightSquared reporting or you could use a refresher on the finer points of dashboard-building, a bit of training is always helpful. Join us for a webinar that will help you go from being a novice to being a reporting rockstar! Bring your questions and invite your team members for an Intro to InsightSquared: Reports & Dashboards.

In this webinar we'll cover:
- Accessing InsightSquared
- Using and manipulating reports
- Building and customizing dashboards
- In product resources

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Introduction to Pipeline Managment play-button.png
At InsightSquared we know how difficult it can be to understand your pipeline. Between processes that aren't working and reps not entering data correctly, the issues can seem insurmountable. But with this webinar, our team will walk you through some steps to get started on analyzing the current state of your pipeline and direct you on actions you can take to better manage it going forward.

In this session we'll cover:

- Pipeline Management
- Key metrics to understand your pipeline
- Doing a deep dive on your existing pipeline to determine any glaring issues
- Give you a sneak peek of our new dashboard templates to help you better manage your pipeline going forward

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Q2 2018 Product Updates play-button.png
A lot has changed with InsightSquared over the last quarter. This webinar will highlight what has changed, and what is on the roadmap for the future. Our Director of Product, Ehren Foss, will be leading the session to chat about all the great new features InsightSquared is offering for our customers. We hope to see you there!

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Introduction to Managing Salesforce.com play-button.png
Learn from our expert how to utilize different objects in Salesforce.com.  Get an overview of different marketing methods and best practices for converting leads to opportunities.

In this session we'll cover:
- Marketing and sales process methodology
- Utilizing the Lead object
- Utilizing the Contact object
- Utilizing the Account object
- Utilizing the Opportunity object

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