InsightAI - Sales Intelligence Platform
AI-Driven Sales Intelligence for B2B Revenue Teams
Project Overview
InsightAI is an advanced sales intelligence platform that uses machine learning to analyze sales data, predict deal outcomes, score leads, and provide actionable insights to sales teams. The platform integrates seamlessly with CRM systems to enrich contact data from 50+ sources, identify buying signals, recommend next best actions, and automate routine follow-ups. AI-powered conversation intelligence analyzes calls and emails to provide personalized coaching recommendations, helping reps continuously improve their performance.
Our Role
Full-Stack Development, ML Engineering, Data Engineering, CRM Integration, UX Design
Key Deliverables
- AI-powered lead scoring with explainable predictions
- Opportunity win probability forecasting model
- Automated data enrichment from 50+ data sources
- Buying signal detection and real-time alerts
- Next best action recommendation engine
- Conversation intelligence for calls and emails
- Sales coaching insights and rep performance analytics
- Native CRM integrations (Salesforce, HubSpot, Pipedrive)
- Real-time sales analytics dashboard
- Mobile app for on-the-go insights
The Challenge
Velocity B2B's sales team struggled with inefficient processes and lack of data-driven insights:
- Sales reps spending 60% of time on non-selling activities
- Inconsistent lead qualification leading to wasted effort on low-value prospects
- Inaccurate sales forecasts causing planning and resource allocation issues
- No visibility into which deals were at risk until it was too late
- Manual data entry reducing CRM data quality and adoption
- New reps taking 6+ months to ramp to full productivity
- Limited insight into what top performers do differently
- Missed opportunities due to lack of timely follow-up
Our Solution
We built a comprehensive AI-powered sales intelligence platform:
- Developed ML models trained on historical win/loss data for accurate lead scoring
- Built opportunity forecasting using 50+ deal signals with 92% accuracy
- Created automated enrichment pipeline pulling from Clearbit, ZoomInfo, and LinkedIn
- Implemented real-time buying signal detection from website and email behavior
- Designed recommendation engine suggesting optimal next actions
- Built conversation intelligence using NLP to analyze calls and emails
- Created coaching dashboard comparing rep behaviors to top performers
- Developed deep CRM integrations maintaining bi-directional data sync
Development Process
Our systematic approach to delivering exceptional results
Data Analysis & Strategy
3 weeks
Analyzed historical sales data, defined prediction targets, and designed the ML strategy.
- Historical deal analysis
- Feature engineering exploration
- Model selection
- Integration planning
ML Model Development
8 weeks
Built and trained the core prediction models for lead scoring and forecasting.
- Lead scoring model development
- Win probability model training
- Signal detection algorithms
- Model validation and testing
Platform Development
10 weeks
Developed the full platform including dashboards, integrations, and conversation intelligence.
- Analytics dashboard creation
- CRM integration development
- Conversation intelligence
- Mobile app development
Integration & Training
4 weeks
Connected with client systems, validated accuracy, and trained the sales team.
- CRM data synchronization
- Model calibration
- User training
- Adoption monitoring
Optimization & Expansion
3 weeks
Refined models based on real-world feedback and expanded capabilities.
- Model retraining
- Feature expansion
- Performance optimization
- Additional integrations
Technology Stack
Modern tools and frameworks powering the platform
ml
backend
frontend
database
integrations
infrastructure
Key Features
Comprehensive features designed for optimal learning experience
AI Lead Scoring
ML-powered scoring with explainable factors behind each prediction
Win Probability
Real-time deal forecasting with 92% accuracy on outcomes
Data Enrichment
Automatic contact and company data from 50+ sources
Buying Signals
Real-time alerts when prospects show purchase intent
Next Best Action
AI recommendations for optimal follow-up timing and messaging
Conversation Intelligence
NLP analysis of calls and emails for insights and coaching
Sales Coaching
Compare rep behaviors to top performers for targeted improvement
CRM Integration
Native sync with Salesforce, HubSpot, and Pipedrive
Pipeline Analytics
Visual pipeline health metrics and trend analysis
Risk Alerts
Early warning when deals show signs of stalling
Activity Tracking
Automatic logging of emails, calls, and meetings
Mobile App
Full-featured mobile app for on-the-go sales insights
Project Screenshots
Visual showcase of the platform's key interfaces
Sales Dashboard
Comprehensive view of pipeline health and key metrics
Impact & Results
InsightAI delivered transformational results for Velocity B2B's sales organization:
Higher Win Rate
Increase in closed-won deals after implementation
Shorter Sales Cycle
Reduction in average time to close deals
Forecast Accuracy
Deal outcome prediction accuracy
Pipeline Efficiency
Improvement in pipeline conversion
Faster Ramp
Reduction in new rep time to productivity
More Selling Time
Increase in time reps spend on selling activities
Key Achievements
- Increased quarterly revenue by $2.4M through improved win rates
- Reduced wasted effort on low-probability deals by 45%
- Enabled accurate forecasting for better resource planning
- Cut new rep ramp time from 6 months to 3 months
- Improved CRM data quality and adoption to 95%
- Identified and saved 12 at-risk deals worth $800K in first quarter
Client Testimonials
What our clients say about working with us
"AlbeTech's sales intelligence platform completely changed how our sales team operates. The lead scoring is incredibly accurate, and the conversation insights helped our reps close 34% more deals. It's like having a data scientist on every sales call."
Sarah Thompson
VP of Sales, Velocity B2B
"The forecasting accuracy is remarkable. We finally have confidence in our pipeline projections. Leadership loves the visibility, and our reps love the actionable recommendations."
James Rodriguez
Sales Operations Director, Velocity B2B
"As a sales rep, InsightAI tells me exactly which deals need attention and what to do next. The coaching insights helped me improve my close rate by 40% in just three months."
Amanda Clarke
Senior Account Executive, Velocity B2B
Ongoing Partnership
We continue to enhance InsightAI with new capabilities: