InsideSales Features
Data Availability (4)
Contact Data Availability
Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc. 94 reviewers of InsideSales have provided feedback on this feature.
Company Data Availability
Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. 92 reviewers of InsideSales have provided feedback on this feature.
Industry Research Availability
Based on 77 InsideSales reviews and verified by the G2 Product R&D team. Does this product offer industry research data that you require?
Technographic Data Availability
Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used
Data Accuracy (3)
Contact Data Accuracy
How accurate and up to date is the contact data? This feature was mentioned in 85 InsideSales reviews.
Company Data Accuracy
Based on 81 InsideSales reviews. How accurate and up to date is the company data?
Technographic Data Accuracy
How accurate and up to date is the technographic data?
Features (9)
Lead Builder
Ability to create targeted contact lists. 67 reviewers of InsideSales have provided feedback on this feature.
Integration to CRM/Marketing Automation
Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software. 89 reviewers of InsideSales have provided feedback on this feature.
Data Cleaning/Enrichment
Ability to clean/enrich existing data that is maintained in other systems This feature was mentioned in 73 InsideSales reviews.
Data Segmentation/Filtering
Based on 77 InsideSales reviews and verified by the G2 Product R&D team. Functionality to filter or segment data from within sales intelligence software
Search
Based on 95 InsideSales reviews and verified by the G2 Product R&D team. Offers search tools that allow users to find the data they need quickly
News/People Alerts
Based on 79 InsideSales reviews and verified by the G2 Product R&D team. Alerts you to changes happening to industries, companies and people you follow
Connections
Based on 79 InsideSales reviews and verified by the G2 Product R&D team. Find the people you know that can introduce you to contacts at prospects
Reporting
Based on 80 InsideSales reviews and verified by the G2 Product R&D team. Provides ability to create the reports that meet your business requirements
Messaging
Based on 83 InsideSales reviews and verified by the G2 Product R&D team. Provides ability to message contacts directly from within the sales intelligence software
Platform (6)
Internationalization
Based on 22 InsideSales reviews. Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies
User, Role, and Access Management
Based on 29 InsideSales reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
As reported in 31 InsideSales reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting/Dashboards
Based on 29 InsideSales reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
APIs
Enables integration to external systems 23 reviewers of InsideSales have provided feedback on this feature.
Data Sourcing (5)
Data Sourcing
Compiles data from a breadth of either internal or external sources. This feature was mentioned in 131 InsideSales reviews.
Exporting & Sharing Data
Based on 124 InsideSales reviews. Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization
As reported in 107 InsideSales reviews. Allows users to view data visualizations on several devices.
Interactive Dashboards
As reported in 156 InsideSales reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation
As reported in 127 InsideSales reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.
Predictive Analytics (4)
Lead Scoring
As reported in 135 InsideSales reviews. Provides scores or rankings of each prospect based on the data provided.
Opportunity Scoring
Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 114 InsideSales reviews.
Risk Analysis
Warns sales teams of accounts that may be at risk of being lost. 99 reviewers of InsideSales have provided feedback on this feature.
Live Forecasting
Based on 112 InsideSales reviews. Provides live customer data so that sales organizations forecasts stay current.
Sales Management (4)
Live Pipeline Management
Updates every time a change is made enabling users to trace a deal through the pipeline. 128 reviewers of InsideSales have provided feedback on this feature.
Sales Gamification
Enables competition between a sales team by providing things like challenges and scoreboards. 153 reviewers of InsideSales have provided feedback on this feature.
Account-Based Analytics
Based on 150 InsideSales reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking
Based on 183 InsideSales reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.
Calling (5)
Record Calls
Records calls for future reference. 291 reviewers of InsideSales have provided feedback on this feature.
Generate Location
Based on 312 InsideSales reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.
Call Types
Based on 322 InsideSales reviews. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
Click-to-Call
Based on 372 InsideSales reviews. Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
Has auto-dialing or predictive dialing functionality.
Contacts (3)
Personalization
Retains a log of extraneous contact information such as timezone and contact engagement. 333 reviewers of InsideSales have provided feedback on this feature.
Information Locater
Based on 309 InsideSales reviews. Finds and opens saved contact information for reference at the time of a new call.
Record Prospect Data
As reported in 308 InsideSales reviews. Allows users to denote which contacts they believe are prospective customers.
Insights (6)
Notes
Allows users to take notes during or after the call for future reference. 341 reviewers of InsideSales have provided feedback on this feature.
Daily Summary
Delivers users a daily summary of activity. This feature was mentioned in 303 InsideSales reviews.
Automated Voicemails
As reported in 254 InsideSales reviews. Sends automated voicemails to prospective clients who fail to answer.
Automated Emails
As reported in 309 InsideSales reviews. Sends automated emails to increase engagement with prospective clients.
Sorts Prospects
Based on 308 InsideSales reviews. Organizes contacts based on probability of success.
Automated Note Taking
Automatically transcribes and summarizes meeting discussions.
Analytics (3)
Open Rates
As reported in 175 InsideSales reviews. Records the rate at which emails are opened.
Link Activity
Based on 169 InsideSales reviews. Records the rate at which links in emails are followed.
Attachment Activity
Records the rate at which email attachments are opened or downloaded. 171 reviewers of InsideSales have provided feedback on this feature.
Customizations (5)
Email Platform Integration
As reported in 186 InsideSales reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling
As reported in 174 InsideSales reviews. Allows administrators to schedule out emails in advance.
Notifications
Reminds administrators to follow-up on emails based on pre-set reminders. 180 reviewers of InsideSales have provided feedback on this feature.
Email Categorization
Based on 155 InsideSales reviews. Allows for the categorization of emails.
Templates
Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 184 InsideSales reviews.
Incentives (4)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards. 16 reviewers of InsideSales have provided feedback on this feature.
Triggers
As reported in 19 InsideSales reviews. Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Based on 25 InsideSales reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements.
Personalization (4)
Profiles
Based on 17 InsideSales reviews and verified by the G2 Product R&D team. Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports
Based on 17 InsideSales reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.
Dashboards
Based on 23 InsideSales reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
Allows teams to set trackable goals within the tool. 18 reviewers of InsideSales have provided feedback on this feature.
Administrative (3)
Integration
Based on 28 InsideSales reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals
Employee Structure
Based on 18 InsideSales reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
As reported in 18 InsideSales reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
As reported in 21 InsideSales reviews. Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads. This feature was mentioned in 27 InsideSales reviews.
Meeting Scheduling
Based on 20 InsideSales reviews. Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Based on 24 InsideSales reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
As reported in 27 InsideSales reviews. Automates the entry of collected data.
Integrations / APIs
Based on 18 InsideSales reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
As reported in 17 InsideSales reviews. Provides real-time coaching to sales representatives.
Peformance Tracking
As reported in 25 InsideSales reviews. Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Based on 13 InsideSales reviews. Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Based on 18 InsideSales reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Integrated Workflows (7)
Task Management
Based on 225 InsideSales reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
Based on 228 InsideSales reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 228 InsideSales reviews.
Other Outreach Options
Based on 173 InsideSales reviews and verified by the G2 Product R&D team. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Based on 219 InsideSales reviews and verified by the G2 Product R&D team. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
Based on 19 InsideSales reviews. Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 11 InsideSales reviews.
Repeatability and Reportability (5)
Content Management
Based on 197 InsideSales reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Based on 209 InsideSales reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Based on 200 InsideSales reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Based on 175 InsideSales reviews and verified by the G2 Product R&D team. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
Provides gamifaction features to rank sales reps on performance This feature was mentioned in 15 InsideSales reviews.
AI and Automation (5)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 20 reviewers of InsideSales have provided feedback on this feature.
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage This feature was mentioned in 17 InsideSales reviews.
Best Time of Day Scheduling
As reported in 17 InsideSales reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
As reported in 15 InsideSales reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
Machine Learning
Based on 15 InsideSales reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - SAP Store (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Intelligence (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Outbound Call Tracking (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives

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