SalesInsights vs Wizard AI Forecasts

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.

Wizard AI Forecasts projects revenue and recruitment placements from a business's live pipeline, invoices and bookings. It estimates open opportunities using the chance of closing at each stage, updating pipeline totals as deals progress. Revenue projections cover three months ahead and draw on six months of history, a three-month moving average, trend analysis and weighted pipeline. Each projection has upper and lower bounds, with a wider range for more distant months. Placement forecasts also cover three months, distinguishing contract from permanent roles using pipeline stages and historical win rates. Users can set monthly, quarterly or yearly targets for revenue, placements or pipeline value, either for individuals or the company. The product is positioned for SMEs and growing businesses, including recruitment agencies, law firms, consultancies, software companies and startups. Forecasts are included in the Professional plan; the Starter plan is free indefinitely, while paid plans include a seven-day trial. Wizard Application lists real-time refresh and iOS and Android apps alongside web, API and extension access.