For sales teams of 3 or more, selling digital marketing service solutions and looking to scale, Insites helps you to qualify, pitch, and sell solutions to small-medium businesses.
Stop wasting time using multiple scan tools and start using Insites. Our tool delivers fast, comprehensive, and accurate audits that help you build a consistent, scaleable process for your sales team.
What's included
Help your sales team sell confidently
Great sales people aren’t always experts in what they’re selling. Run audits that speak plain English, with trackable scores, and suggested actions.
Tailor your audit to the solutions you sell
Drag and drop to add or remove checks from your audit. Our audit designer ensures your report aligns with your solutions. Customisable score weightings help you show customers that could benefit from your help.
`Trackable, easy to understand scores and recommendations
Prospects have come to you because you’re the expert, but they also expect you to build trust. Insites audits come with trackable scores and suggestions making our audits accessible, for everyone.
Dive into the details without losing prospect engagement
Keep your clients focused on the problems you can solve with the ability to hide checks or findings that aren’t relevant to your pitch.
Engagement
Create urgency with competitor analysis
Motivate your prospect’s buying decision by comparing them to theirlocal competitorsand easily highlight opportunities and threats with scores and traffic light signalling on results.
Pipeline Growth
Audit, propose, and showcase all in one platform
From tracking when your prospects open their audit to showcasing social proof to create trust, with Insites you can create complete sales processes.
Propose solutions & send audits within the platform
Streamline processes when you create and sendproposalsfrom within the platform, and drive momentum of the sale by getting notified when they open it.
Showcase your case studies and successes
Show off the clients who you’ve already helped with their online presence with ourshowcase feature;automatically included in all of your proposals.
Case Study
How WordJack convert a quarter of all prospects with Insites
WordJack were looking for a tool to quickly qualify prospects and improve conversion rates by making it easier for their sales agents to engage with prospects and book follow-up appointments.
Managing sales teams? Keep consistency and create fool-proof processes that scale with your team, allowing you to keep track of audits, proposals, and open rates.
Comprehensive pipeline and prospect tracking
Gauge buyer intent when you create, share, track, and re-run audits throughout your prospecting process, helping you qualify, convert, prove value and upsell.
Create & share white-labelled reports
Insites audit reports can be shared as soon as they’re finished from within the platform, pre-set and ready-to-go with your branding and contact details.
Email, share a link, or download a PDF
However you want to share your reports, Insites has the capability to either send via the platform by email, share a link, or download a PDF.
Everything your prospect needs to book a call
Every user in Insites can upload their own contact information that will automatically be included on reports; even ‘book a call’ links.
Automated audits for cold prospects
Lost, cold, or just not ready to buy? Schedule an automated follow-up audit to run a month or two since last contact so you can talk through their site and where they might still need help.
Get notified when your prospect views the report
Sent the report from the platform? When your prospect opens the audit, you’ll get a read receipt so your team can follow-up as soon as their attention has peaked.
“We cannot thank you enough for your patience, willingness to go the extra mile and attention to detail for a very requirement-heavy partner. We also appreciate the last minute effort to get things running perfectly. What a team!”
Josephine Hutabarat
Head of Program Delivery, Reach Local
Explore Insites for your business
Book in a call with one of our team to see how Insites can help you scale your sales team and processes.
