Overview of Sales Insights

Sales Insights help provide an objective understanding to salespeople working with accounts, leads, and opportunities.

Based on detailed analysis of account interaction and historical exchanges such as sales activities, status, duration, contacts, and so on, salespeople can gain key insights and take appropriate corrective actions on records to further increase their sales pipeline.

Identifying those accounts, leads, and opportunities that are either highly or moderately engaged and by observing certain accounts helps salespeople:

• Prioritize the next set of actions for records and tasks

• Improve productivity by moving the sales pipeline along

• Identify quickly what's wrong with a lead or opportunity and take the necessary corrective action

Here are the UI paths for salespeople to access Sales Insight details:

• Accounts: Use the Profile tab on the Accounts page

• Leads: Use the Summary tab on the Edit Lead page

• Opportunities: Use the Summary tab on the Edit Opportunity page

See the Using Sales guide topics about Sales Insights for more information about salespeople tasks.