Case Study: InforcePRO scales sales and empowers reps with InsightSquared

InforcePRO Scales Sales And Empowers Reps With InsightSquared

InforcePRO is an Austin-based software company that helps life insurers manage and secure policyholder data and has grown rapidly since its 2012 founding. As the sales team scaled, leadership realized Salesforce alone didn’t give them the granular visibility they needed across the funnel—threatening to dilute an impressive 85% demo-to-close rate and making it hard to identify which activities actually drove wins.

They implemented InsightSquared, cleaned up their Salesforce data, and added a new sales stage to shorten the sales cycle and enforce commitments before sending contracts. With visual analytics adopted by every rep, managers can coach more effectively, reps prioritize the highest‑value opportunities, and the company has preserved and even improved its conversion performance.

InforcePRO

Jim Reiss

Chief Revenue Officer