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Get a more intimate understanding of customer, prospects & markets; close deals faster.

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Overview - Introduction

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Why

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Squirro Sales Insights is a full 360° degree app, allowing a user to gain insights from across a number of data silos in a single coherent view.

The application makes use and provides the features of the underlying Cognitive Search App.

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Use Cases

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  • Market Insights

  • Account / Client Insights

  • Opportunity Sourcing

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Value Proposition

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  • Get an in-depth insight into your current market and key market movements of companies you work and and their competitors

  • Understand what happens in your accounts: Who talks to whom, sentiment analysis on product and interaction patterns, KPI evolution over time.

  • Improve the top line by uncovering untapped opportunities

  • Get everyone an efficient and effective means to access and act on key client insights

  • Leverage the hidden value of existing IT investments by integrating Squirro into your existing workbench and/or CRM solutions

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Key Requirements

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  • Automated setup and identification of key sales dimensions

  • Easy access to key insights on markets, accounts, opportunities

  • Access to know-how within the company

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Key Features

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  • Daily highlights view (Masonry view or Cardboard view)

  • Topical communities to follow

  • Opportunity recommendations, result insights, etc.

  • Account analysis including who speaks to whom analysis, sentiment and engagement score analysis

  • Smartfilter Search

  • Table Extraction

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Setup

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Gather

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  • Load (Data Sources)

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  • Enrich & Relate

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Understand

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  • Discover

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  • Topic modelling

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  • Classify

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  • Model catalogue per App

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  • Predict

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  • Account evolution predictions

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Act

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  • Recommend

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  • Insights recommendations

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  • Automate

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  • Insights automation and delivery

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  • Visualize / Dashboards

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  • For you: Daily highlights (Masonry board view or Card board view)

  • Explore: Search page and result page

  • Communities: Overview of topical communities

  • Result page: Details of the item, including results insights

  • SWOT Dashboard

  • Engagement Dashboards

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  • 3rd party system integration

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  • Stand-alone version: None

  • Integration into Salesforce through Squirro’s Salesforce App

  • Other integrations possible through the iFrame / Share integration options

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Settings

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  • User management - tbd

  • Other settings?

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Sizing

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  • Trial Use

    • 10 users, 30 days

    • For each (1) user: 10GB index size, 100GB up/download limit / month

    Full rollout

    • Variable sizing available - contact sales

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Security

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Squirro is

  • ISO 27001 compliant

  • GDPR compliant

Additional

  • Access control list (ACL; item-level access control) not enabled by default

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Provisioning

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  • Cloud: Hetzner, AWS available at extra cost

  • On Prem: Available - contact sales

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Source / Demo

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Documentation

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Pricing

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  • User based; starting at $80 user / month

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Support

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  • Standard and Gold Support available

 This page can now be found at Sales Insights on the Squirro Docs site.