InsideSales Features
What are the features of InsideSales?
Calling
- Record Calls
- Generate Location
- Call Types
- Click-to-Call
Contacts
- Personalization
- Information Locater
- Record Prospect Data
Insights
- Notes
- Daily Summary
- Automated Voicemails
- Automated Emails
- Sorts Prospects
Integrated Workflows
- Task Management
- Email Tracking/Automation
- Calls and Voice
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InsideSales Categories on G2
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Data Availability
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. This feature was mentioned in 94 InsideSales reviews. | 88% (Based on 94 reviews) | |
Company Data Availability | As reported in 92 InsideSales reviews. Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. | 86% (Based on 92 reviews) | |
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? | 84% (Based on 77 reviews) | |
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 | Not enough data |
Data Accuracy
Contact Data Accuracy | Based on 85 InsideSales reviews. How accurate and up to date is the contact data? | 85% (Based on 85 reviews) | |
Company Data Accuracy | As reported in 81 InsideSales reviews. How accurate and up to date is the company data? | 85% (Based on 81 reviews) | |
Technographic Data Accuracy | How accurate and up to date is the technographic data? | Not enough data |
Features
Lead Builder | Ability to create targeted contact lists. This feature was mentioned in 67 InsideSales reviews. | 86% (Based on 67 reviews) | |
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. | 91% (Based on 89 reviews) | |
Data Cleaning/Enrichment | Ability to clean/enrich existing data that is maintained in other systems 73 reviewers of InsideSales have provided feedback on this feature. | 84% (Based on 73 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 | 87% (Based on 77 reviews) | |
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 | 88% (Based on 95 reviews) | |
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 | 87% (Based on 79 reviews) | |
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 | 87% (Based on 79 reviews) | |
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 | 86% (Based on 80 reviews) | |
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 | 89% (Based on 83 reviews) |
Platform
Internationalization | Based on 22 InsideSales reviews. Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies | 87% (Based on 22 reviews) | |
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. | 82% (Based on 29 reviews) | |
Performance and Reliability | Based on 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. | 88% (Based on 31 reviews) | |
Reporting/Dashboards | Based on 29 InsideSales reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards. | 83% (Based on 29 reviews) | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
APIs | As reported in 23 InsideSales reviews. Enables integration to external systems | 91% (Based on 23 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. This feature was mentioned in 131 InsideSales reviews. | 89% (Based on 131 reviews) | |
Exporting & Sharing Data | As reported in 124 InsideSales reviews. Enables user to communicate data by securely exporting and sharing it. | 90% (Based on 124 reviews) | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices. 107 reviewers of InsideSales have provided feedback on this feature. | 90% (Based on 107 reviews) | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 156 reviewers of InsideSales have provided feedback on this feature. | 89% (Based on 156 reviews) | |
Data Segmentation | Based on 127 InsideSales reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 87% (Based on 127 reviews) |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. This feature was mentioned in 135 InsideSales reviews. | 86% (Based on 135 reviews) | |
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. | 87% (Based on 114 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. | 85% (Based on 99 reviews) | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 112 InsideSales reviews. | 88% (Based on 112 reviews) |
Sales Management
Live Pipeline Management | As reported in 128 InsideSales reviews. Updates every time a change is made enabling users to trace a deal through the pipeline. | 89% (Based on 128 reviews) | |
Sales Gamification | As reported in 153 InsideSales reviews. Enables competition between a sales team by providing things like challenges and scoreboards. | 88% (Based on 153 reviews) | |
Account-Based Analytics | Provides insightful data at the account level to arm salespeople with the most relevant information possible. 150 reviewers of InsideSales have provided feedback on this feature. | 89% (Based on 150 reviews) | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 183 InsideSales reviews. | 91% (Based on 183 reviews) |
Calling
Record Calls | Records calls for future reference. 291 reviewers of InsideSales have provided feedback on this feature. | 89% (Based on 291 reviews) | |
Generate Location | Based on 312 InsideSales reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up. | 89% (Based on 312 reviews) | |
Call Types | Based on 322 InsideSales reviews. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. | 91% (Based on 322 reviews) | |
Click-to-Call | As reported in 372 InsideSales reviews. Gathers contacts from integrated tools, allowing users to call with one click. | 93% (Based on 372 reviews) |
Contacts
Personalization | As reported in 333 InsideSales reviews. Retains a log of extraneous contact information such as timezone and contact engagement. | 89% (Based on 333 reviews) | |
Information Locater | Finds and opens saved contact information for reference at the time of a new call. This feature was mentioned in 309 InsideSales reviews. | 88% (Based on 309 reviews) | |
Record Prospect Data | Based on 308 InsideSales reviews. Allows users to denote which contacts they believe are prospective customers. | 88% (Based on 308 reviews) |
Insights
Notes | Allows users to take notes during or after the call for future reference. This feature was mentioned in 341 InsideSales reviews. | 89% (Based on 341 reviews) | |
Daily Summary | Delivers users a daily summary of activity. This feature was mentioned in 303 InsideSales reviews. | 87% (Based on 303 reviews) | |
Automated Voicemails | Sends automated voicemails to prospective clients who fail to answer. This feature was mentioned in 254 InsideSales reviews. | 89% (Based on 254 reviews) | |
Automated Emails | Sends automated emails to increase engagement with prospective clients. 309 reviewers of InsideSales have provided feedback on this feature. | 90% (Based on 309 reviews) | |
Sorts Prospects | Organizes contacts based on probability of success. 308 reviewers of InsideSales have provided feedback on this feature. | 87% (Based on 308 reviews) |
Analytics
Open Rates | As reported in 175 InsideSales reviews. Records the rate at which emails are opened. | 91% (Based on 175 reviews) | |
Link Activity | Based on 169 InsideSales reviews. Records the rate at which links in emails are followed. | 91% (Based on 169 reviews) | |
Attachment Activity | Based on 171 InsideSales reviews. Records the rate at which email attachments are opened or downloaded. | 92% (Based on 171 reviews) |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. This feature was mentioned in 186 InsideSales reviews. | 92% (Based on 186 reviews) | |
Email Scheduling | Allows administrators to schedule out emails in advance. 174 reviewers of InsideSales have provided feedback on this feature. | 93% (Based on 174 reviews) | |
Notifications | As reported in 180 InsideSales reviews. Reminds administrators to follow-up on emails based on pre-set reminders. | 93% (Based on 180 reviews) | |
Email Categorization | Allows for the categorization of emails. This feature was mentioned in 155 InsideSales reviews. | 89% (Based on 155 reviews) | |
Templates | Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 184 InsideSales reviews. | 93% (Based on 184 reviews) |
Incentives
Badges | Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 16 InsideSales reviews. | 81% (Based on 16 reviews) | |
Triggers | Automatically recognizes achievements that should be added to the leaderboard. 19 reviewers of InsideSales have provided feedback on this feature. | 82% (Based on 19 reviews) | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. | Not enough data | |
Leaderboards | Based on 25 InsideSales reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements. | 88% (Based on 25 reviews) |
Personalization
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. | 83% (Based on 17 reviews) | |
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. | 83% (Based on 17 reviews) | |
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. | 88% (Based on 23 reviews) | |
Goal Setting | Allows teams to set trackable goals within the tool. This feature was mentioned in 18 InsideSales reviews. | 83% (Based on 18 reviews) |
Administrative
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 | 92% (Based on 28 reviews) | |
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. | 91% (Based on 18 reviews) | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 18 InsideSales reviews. | 88% (Based on 18 reviews) |
Lead Facilitation
Customer-facing Chatbot | Offers a chatbot to initiate and carryout inital conversations with prospects and leads. | Not enough data | |
Lead Qualification | Based on 21 InsideSales reviews. Automatically calculates which leads are the most likely to become a customer. | 87% (Based on 21 reviews) | |
Lead Follow-up | Automatically contacts all leads. 27 reviewers of InsideSales have provided feedback on this feature. | 94% (Based on 27 reviews) | |
Meeting Scheduling | Utilizes natural language processing to set up meetings. 20 reviewers of InsideSales have provided feedback on this feature. | 94% (Based on 20 reviews) |
Organization
Opportunity and Pipeline Management | 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. 24 reviewers of InsideSales have provided feedback on this feature. | 94% (Based on 24 reviews) | |
Data Entry | Automates the entry of collected data. This feature was mentioned in 27 InsideSales reviews. | 94% (Based on 27 reviews) | |
Integrations / APIs | 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. This feature was mentioned in 18 InsideSales reviews. | 91% (Based on 18 reviews) |
Performance Analysis
Coaching | Based on 17 InsideSales reviews. Provides real-time coaching to sales representatives. | 89% (Based on 17 reviews) | |
Peformance Tracking | Tracks and analyzes sales representative performance. This feature was mentioned in 25 InsideSales reviews. | 91% (Based on 25 reviews) |
Sales Analysis
ROI Forecasting | Measure return on investment and leverage data to predict profitability of future projects. This feature was mentioned in 13 InsideSales reviews. | 94% (Based on 13 reviews) | |
Sales Forecasting | As reported in 18 InsideSales reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 90% (Based on 18 reviews) |
Integrated Workflows
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. | 91% (Based on 225 reviews) | |
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. | 90% (Based on 228 reviews) | |
Calls and Voice | Based on 228 InsideSales reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 90% (Based on 228 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. | 88% (Based on 173 reviews) | |
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. | 91% (Based on 219 reviews) | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. 19 reviewers of InsideSales have provided feedback on this feature. | 89% (Based on 19 reviews) | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 11 reviewers of InsideSales have provided feedback on this feature. | 86% (Based on 11 reviews) |
Repeatability and Reportability
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. | 89% (Based on 197 reviews) | |
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. | 91% (Based on 209 reviews) | |
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. | 91% (Based on 200 reviews) | |
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. | 87% (Based on 175 reviews) | |
Gamification | As reported in 15 InsideSales reviews. Provides gamifaction features to rank sales reps on performance | 82% (Based on 15 reviews) |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 20 InsideSales reviews. | 88% (Based on 20 reviews) | |
Lead Scoring | As reported in 17 InsideSales reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | 84% (Based on 17 reviews) | |
Best Time of Day Scheduling | Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations 17 reviewers of InsideSales have provided feedback on this feature. | 87% (Based on 17 reviews) | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. 15 reviewers of InsideSales have provided feedback on this feature. | 89% (Based on 15 reviews) | |
Machine Learning | See feature definition | 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. | 82% (Based on 15 reviews) |
