InsightsBoT™ Engine

Created to provide comprehensive and actionable real-time insight for B2B companies, InsightsBoT™ is a growth insight platform powered by AI and focused on both internal processes and external competition. It utilizes your CRM and ERP data to assess growth strategies through a combination of industry trends, benchmarks, market demand and product lifecycle. With this cutting-edge platform, you can quickly forecast growth potential of any strategy through proven leading indicators.

Platform Security

Security must be a primary concern for any data today, and InsightsBoT™ is no different. H​osted on an AWS platform with comprehensive security measures in place for all data movement and storage, we deliver the secure service you expect and deserve. 

Data Security & Compliance

• PCI
• GDPR
• SOC 1,2 & 3
• ​ISO 27001, 27017 & 27018

Identity & Access Management

• Uses a single sign on authenticated with your SAML provider
• 2 factor authentication for teams along with role based access​ for accountability

Transportation & Encryption

• Geographic isolation of application and database
• ​Secure transportation of data from your applications - TLS/SSL Encryption and Automated Certificate Management
• Database encryption at rest​

Features

Identify Growth Drivers

• Understand customer demands and needs through micro segmentation
• Identify and manage lost revenue processes
• Assess competition across market segments and locations

Understand Demand Trends

• Leverages leading indicators to identify changes in demand
• Adjust strategy to take full advantage of demand driven opportunities as they appear, improving ROIC

Manage Strategic Initiatives

• Develop effective go-to-market strategies based on current and past market data
• Enjoy short- and long-term growth through effective strategy implementation based on identified trends

Insights based Decision Making

Increase Market Share

Leveraging your marketing and sales data, InsightsBoT™ uses AI algorithms and predictive analysis to look at every aspect of the sales funnel, from lead generation, your sales team performance through to competitor analysis, pricing and profitability to help grow your business. Through our detailed insight, you can identify potential customers, find advantages over competitors and understand current demand and market situations with precision.

Build Brand Loyalty

70% of Americans are likely to spend about 13% more with companies they believe will provide excellent customer service. Gain a deeper understanding of your existing customer base, identify those likely to be repeat buyers and exploit that opportunity with our strategic insight into your customer base. Our system assesses purchasing behavior and allows you to build a remarketing strategy that is precisely targeted and effective, ensuring you maximize profitability from every customer.

Enhance Customer Retention

70% of the companies say it is cheaper to retain an existing customer than to acquire a new one. A note statistic to note is that 5% increase in retention can improve your profitability by about 75%. Also, repeat customers tend to spend 67% more. Using your sales and marketing data we build a 360-degree view of your customer, identifying the reasoning they leave, allowing strategy changes to reduce such revenue losses over time.

Identify Areas of Lost Revenue

Our technology will sift through all your departmental data to identify areas of lost revenue such as bad debts or customer rescue initiatives, improving recovery efficiency and income. We not only track the total number of customers lost but also the type of churn - whether the churn was desired or not.