SalesInsights

Paid Web

What SalesInsights is

SalesInsights is a sales analytics platform that appears inside Salesforce CRM. It gives sales teams AI views and recommended next actions across the revenue journey, with coaching insights available in Salesforce and through email alerts to managers and representatives. Its data hygiene tools sort Salesforce information by importance, field and team, highlighting missing data and accountability. The product supports revenue forecasting, scenario planning and custom forecast horizons, with real-time tracking of forecast accuracy. Its data coverage is CRM only. SalesChoice says the platform currently operates on Salesforce and plans more CRM integrations; users can install it from Salesforce AppExchange. The company says SalesInsights is hosted on Amazon Web Services, with data encrypted in transit using TLS 1.2 or higher and at rest using AES-256. SalesChoice describes its security framework as aligned with AICPA SOC 2 Trust Services Criteria for security, confidentiality and availability. It says customer data is logically segregated and datasets in AI/ML pipelines are anonymized to protect personally identifiable information. SalesInsights is web-based, and pricing is available on request.

Who it suits

SalesInsights suits sales teams using Salesforce that want coaching, data-hygiene visibility and revenue forecasting in their CRM. Managers and representatives can receive coaching insights through email alerts.

What it does well

Next-step recommendations guide sales teams
Highlights missing Salesforce data and accountability
Tracks forecast accuracy in real time
Supports revenue forecasting and scenario planning
Data encrypted in transit and at rest

What to know first

Data coverage is CRM only
Currently operates on Salesforce; other CRM integrations are planned
Pricing is available on request

Getting started

Open the SalesInsights page on Salesforce AppExchange.
Install SalesInsights from AppExchange.
Use it within Salesforce CRM.
Contact SalesChoice for pricing at saleschoice.com.

Verdict

SalesInsights focuses on Salesforce-based sales coaching, CRM data hygiene and revenue forecasts. Its CRM-only coverage and Salesforce platform scope are important considerations for teams evaluating it.

Questions

How much does SalesInsights cost?

SalesInsights is paid, with pricing available on request.

Which CRM does it work with?

It currently operates on Salesforce and appears inside Salesforce CRM. SalesChoice plans to add more CRM integrations.

What forecasting does it support?

It supports revenue forecasting, scenario planning, custom forecast horizons, and real-time forecast accuracy tracking.

How does SalesInsights deliver coaching?

Coaching insights appear in Salesforce and through email alerts to managers and sales representatives.

Where is SalesInsights hosted, and how is data protected?

It is hosted on Amazon Web Services. Data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256; customer data is logically segregated.

How can I install it?

SalesInsights can be installed from Salesforce AppExchange.

Facts from SalesInsights's own pages

Accountable AI: The product says users can track forecast accuracy in real time. · saleschoice.com, 3 Oct 2026
Audience: SalesChoice describes its SaaS platform as serving B2B mid-to-large organizations. · saleschoice.com, 3 Oct 2026
Coaching: Guided selling insights are delivered in Salesforce and through email alerts to managers and sales representatives. · saleschoice.com, 3 Oct 2026
Compliance: SalesChoice describes its security framework as aligned with the AICPA SOC 2 Trust Services Criteria for security, confidentiality, and availability. · saleschoice.com, 2 Oct 2026
Data completeness: It shows Salesforce data hygiene by field and team, including missing data and accountability. · saleschoice.com, 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. · saleschoice.com, 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. · saleschoice.com, 3 Oct 2026
Forecasting: The product provides sales AI views and next-step recommendations to guide sales teams across the revenue journey. · saleschoice.com, 3 Oct 2026
Founded: A SalesChoice article describes the company as founded in 2011 by Dr. Cindy Gordon. · saleschoice.com, 3 Oct 2026
Guided selling: It provides sales AI views and next-step best actions to guide sales teams across the revenue journey. · saleschoice.com, 2 Oct 2026
Headquarters: SalesChoice lists its headquarters in Toronto, Ontario, Canada. · saleschoice.com, 3 Oct 2026
Hosting: SalesChoice says its platform is hosted on Amazon Web Services infrastructure. · saleschoice.com, 3 Oct 2026
Integration: The maker's product page describes SalesInsights as appearing in Salesforce CRM and delivering coaching insights by email. · saleschoice.com, 2 Oct 2026
Platform scope: A SalesChoice article says the company currently operates on the Salesforce platform and plans more CRM integrations. · saleschoice.com, 2 Oct 2026
Privacy: SalesChoice says it logically segregates customer data and anonymizes datasets in its AI/ML pipelines to protect personally identifiable information. · saleschoice.com, 2 Oct 2026
Product: SalesInsights is an AI sales analytics app that appears within Salesforce CRM. · saleschoice.com, 3 Oct 2026
Salesforce availability: SalesChoice says SalesInsights can be installed from the Salesforce AppExchange. · saleschoice.com, 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. · saleschoice.com, 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. · saleschoice.com, 3 Oct 2026

Where SalesInsights stands on Freedom251

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