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SPECIFICTION
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SalesInsights

saleschoice.com

Web
Visit saleschoice.com
Spec score 6.7 #22 of 26 in Sales Analytics Software

What it is

SalesInsights is a sales analytics platform that appears inside Salesforce CRM and guides teams through the revenue journey. Its sales AI views suggest next best actions, while coaching insights appear in Salesforce and through email alerts to managers and representatives. The platform organizes Salesforce data hygiene by importance, field, and team, showing missing information and accountability. It provides revenue forecasting, scenario planning, custom forecast horizons, and real-time tracking of forecast accuracy through accountable AI. SalesInsights currently operates on Salesforce, with more CRM integrations planned, and can be installed from Salesforce AppExchange. It runs on the web and uses CRM data sources. SalesChoice says the service is hosted on Amazon Web Services, encrypts data with TLS 1.2 or higher in transit and AES-256 at rest, and aligns its security framework with AICPA SOC 2 Trust Services Criteria for security, confidentiality, and availability. Customer data is logically segregated, while AI and machine-learning datasets are anonymized. Pricing is available on request.

Spec sheet

Product
SalesInsights is an AI sales analytics app that appears within Salesforce CRM.Read 3 Oct 2026 · saleschoice.com
Audience
SalesChoice describes its SaaS platform as serving B2B mid-to-large organizations.Read 3 Oct 2026 · saleschoice.com
Security
SalesChoice describes its security posture as aligned with SOC 2 Trust Services Criteria and says it uses continuous monitoring and third-party penetration testing.Read 3 Oct 2026 · saleschoice.com
Privacy
SalesChoice says it logically segregates customer data and anonymizes datasets in its AI/ML pipelines to protect personally identifiable information.Read 2 Oct 2026 · saleschoice.com
Compliance
SalesChoice describes its security framework as aligned with the AICPA SOC 2 Trust Services Criteria for security, confidentiality, and availability.Read 2 Oct 2026 · saleschoice.com
Support
The company says its team is available Monday through Friday, 8:00 AM to 5:00 PM EST and typically responds within one business day.Read 3 Oct 2026 · saleschoice.com
Headquarters
SalesChoice lists its headquarters in Toronto, Ontario, Canada.Read 3 Oct 2026 · saleschoice.com
Founded
A SalesChoice article describes the company as founded in 2011 by Dr. Cindy Gordon.Read 3 Oct 2026 · saleschoice.com
Accountable AI
The product says users can track forecast accuracy in real time.Read 3 Oct 2026 · saleschoice.com
Coaching
Guided selling insights are delivered in Salesforce and through email alerts to managers and sales representatives.Read 3 Oct 2026 · saleschoice.com
Data completeness
It shows Salesforce data hygiene by field and team, including missing data and accountability.Read 3 Oct 2026 · saleschoice.com
Data hygiene
It organizes Salesforce data hygiene by importance, field, and team to show where data is missing and who is accountable.Read 2 Oct 2026 · saleschoice.com
Data protection
The security page says data is encrypted in transit using TLS 1.2 or higher and at rest using AES-256.Read 3 Oct 2026 · saleschoice.com
Forecasting
The product provides sales AI views and next-step recommendations to guide sales teams across the revenue journey.Read 3 Oct 2026 · saleschoice.com
Guided selling
It provides sales AI views and next-step best actions to guide sales teams across the revenue journey.Read 2 Oct 2026 · saleschoice.com
Hosting
SalesChoice says its platform is hosted on Amazon Web Services infrastructure.Read 3 Oct 2026 · saleschoice.com
Integration
The maker's product page describes SalesInsights as appearing in Salesforce CRM and delivering coaching insights by email.Read 2 Oct 2026 · saleschoice.com
Platform scope
A SalesChoice article says the company currently operates on the Salesforce platform and plans more CRM integrations.Read 2 Oct 2026 · saleschoice.com
Salesforce availability
SalesChoice says SalesInsights can be installed from the Salesforce AppExchange.Read 3 Oct 2026 · saleschoice.com

Strong points and limits

Strong points

  • Sales AI views recommend next best actions
  • Data hygiene identifies missing fields and accountability
  • Revenue forecasts support scenario planning
  • Real-time forecast accuracy tracking
  • Available through Salesforce AppExchange

Limits

  • CRM-only data coverage
  • Currently operates on Salesforce
  • Pricing is available on request

Who it suits

It suits sales teams using Salesforce that need guided selling, data-quality accountability, and revenue forecasting. It is intended for organizations seeking coaching insights inside Salesforce and by email.

Verdict

SalesInsights combines Salesforce data hygiene, guided selling, and revenue forecasting in a web platform. Teams should confirm that Salesforce-only coverage and request-based pricing fit their needs.

Where Specifiction places it

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