SalesInsights
SalesInsights is a sales analytics platform that appears within Salesforce CRM.
What SalesInsights is
SalesInsights is a sales analytics platform that appears within Salesforce CRM. It provides sales AI views and recommended next steps to guide teams across the revenue journey. Its data hygiene tools organize Salesforce records by importance, field, and team, showing missing information and who is responsible for it. Coaching insights are delivered inside Salesforce and through email alerts to managers and sales representatives. The product also offers accountable AI and real-time tracking of forecast accuracy. SalesChoice says the platform currently operates on Salesforce and plans additional CRM integrations. It can be installed from Salesforce AppExchange. SalesChoice describes SalesInsights as hosted on Amazon Web Services, with data encrypted in transit using TLS 1.2 or higher and at rest using AES-256. The company says its security framework aligns with AICPA SOC 2 Trust Services Criteria for security, confidentiality, and availability, and that customer data is logically segregated. Pricing is available on request.
Good
- Appears inside Salesforce CRM.
- Highlights missing data by field and team.
- Sends coaching insights through email alerts.
- Tracks forecast accuracy in real time.
- Available from Salesforce AppExchange.
Watch out
- Currently operates on Salesforce.
- Pricing is available on request.
Who it suits
SalesInsights may suit sales teams using Salesforce who want visibility into forecast accuracy, data completeness, and next-step guidance. Its email alerts also address managers seeking coaching insights for representatives.
Verdict
SalesInsights combines Salesforce data hygiene, forecast tracking, and sales guidance in the CRM and email. It is most relevant to teams working in Salesforce; pricing requires an inquiry.
The facts
Each one read from SalesInsights's own pages, with the date it was checked.
What it does
- Accountable AI
- The product says users can track forecast accuracy in real time.checked 3 Oct 2026
- Audience
- SalesChoice describes its SaaS platform as serving B2B mid-to-large organizations.checked 3 Oct 2026
- Coaching
- Guided selling insights are delivered in Salesforce and through email alerts to managers and sales representatives.checked 3 Oct 2026
- Compliance
- SalesChoice describes its security framework as aligned with the AICPA SOC 2 Trust Services Criteria for security, confidentiality, and availability.checked 2 Oct 2026
- Data completeness
- It shows Salesforce data hygiene by field and team, including missing data and accountability.checked 3 Oct 2026
- Data hygiene
- It organizes Salesforce data hygiene by importance, field, and team to show where data is missing and who is accountable.checked 2 Oct 2026
- Data protection
- The security page says data is encrypted in transit using TLS 1.2 or higher and at rest using AES-256.checked 3 Oct 2026
- Forecasting
- The product provides sales AI views and next-step recommendations to guide sales teams across the revenue journey.checked 3 Oct 2026
- Guided selling
- It provides sales AI views and next-step best actions to guide sales teams across the revenue journey.checked 2 Oct 2026
- Hosting
- SalesChoice says its platform is hosted on Amazon Web Services infrastructure.checked 3 Oct 2026
- Integration
- The maker's product page describes SalesInsights as appearing in Salesforce CRM and delivering coaching insights by email.checked 2 Oct 2026
- Privacy
- SalesChoice says it logically segregates customer data and anonymizes datasets in its AI/ML pipelines to protect personally identifiable information.checked 2 Oct 2026
- Product
- SalesInsights is an AI sales analytics app that appears within Salesforce CRM.checked 3 Oct 2026
- Salesforce availability
- SalesChoice says SalesInsights can be installed from the Salesforce AppExchange.checked 3 Oct 2026
- 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.checked 3 Oct 2026
- 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.checked 3 Oct 2026
The company
- Founded
- A SalesChoice article describes the company as founded in 2011 by Dr. Cindy Gordon.checked 3 Oct 2026
- Headquarters
- SalesChoice lists its headquarters in Toronto, Ontario, Canada.checked 3 Oct 2026
Where it runs
- Platform scope
- A SalesChoice article says the company currently operates on the Salesforce platform and plans more CRM integrations.checked 2 Oct 2026
Alternatives to SalesInsights
- 1
Weflow
Free planAndroidiOSWebAPI8.2Free plan - 2
Wizard AI Forecasts
Free planAndroidiOSWebAPI8.1From £99 a month - 3
MoData
Free planAndroidiOSWeb8.0From $25 a month - 4
DataLion
Free planWebAPISelf-hosted7.5From €100 a month - 5
RevenueGrid
AndroidiOSWebExtension7.4From $30 a month - 6
Goals.com
AndroidiOSWebAPI7.0From $49 a year