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SalesInsights
SalesChoice lists its headquarters in Toronto, Ontario, Canada.
What it is
SalesInsights is a paid sales analytics platform that appears inside Salesforce CRM. It provides AI views and recommended next actions to guide teams through the revenue journey. Its data-hygiene tools organize Salesforce records by importance, field, and team, highlighting missing information and showing accountability. Coaching insights appear in Salesforce and through email alerts to managers and sales representatives. The product supports revenue forecasting, scenario planning, custom forecast horizons, and real-time forecast-accuracy tracking. SalesChoice says the platform currently operates on Salesforce, with additional CRM integrations planned, and it can be installed from Salesforce AppExchange. Hosting uses Amazon Web Services. SalesChoice describes TLS 1.2-or-higher encryption in transit, AES-256 encryption at rest, logical customer-data separation, and anonymized AI and machine-learning datasets. Its security framework is aligned with AICPA SOC 2 Trust Services Criteria for security, confidentiality, and availability. Pricing is on request.
For and against
For
- Works inside Salesforce CRM
- AI-guided next actions
- Shows missing data accountability
- Real-time forecast accuracy tracking
- Salesforce AppExchange installation
Against
- CRM-only data coverage
- Pricing requires a request
- Currently operates on Salesforce
- Additional CRM integrations are only planned
The verdict
SalesInsights combines Salesforce data hygiene, coaching, guided selling, and forecast tracking in one sales-focused platform. Its Salesforce dependence and CRM-only coverage should fit the team’s existing setup.
Who it suits
It suits sales teams using Salesforce that need guided selling, data-quality accountability, coaching alerts, and revenue forecasting. The listed data coverage is CRM-only.
On the record
- Accountable AI
- The product says users can track forecast accuracy in real time.saleschoice.com · read 3 Oct 2026
- Audience
- SalesChoice describes its SaaS platform as serving B2B mid-to-large organizations.saleschoice.com · read 3 Oct 2026
- Coaching
- Guided selling insights are delivered in Salesforce and through email alerts to managers and sales representatives.saleschoice.com · read 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 · read 2 Oct 2026
- Data completeness
- It shows Salesforce data hygiene by field and team, including missing data and accountability.saleschoice.com · read 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 · read 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 · read 3 Oct 2026
- Forecasting
- The product provides sales AI views and next-step recommendations to guide sales teams across the revenue journey.saleschoice.com · read 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 · read 2 Oct 2026
- Hosting
- SalesChoice says its platform is hosted on Amazon Web Services infrastructure.saleschoice.com · read 3 Oct 2026
- Integration
- The maker's product page describes SalesInsights as appearing in Salesforce CRM and delivering coaching insights by email.saleschoice.com · read 2 Oct 2026
- Platform scope
- A SalesChoice article says the company currently operates on the Salesforce platform and plans more CRM integrations.saleschoice.com · read 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 · read 2 Oct 2026
- Product
- SalesInsights is an AI sales analytics app that appears within Salesforce CRM.saleschoice.com · read 3 Oct 2026
- Salesforce availability
- SalesChoice says SalesInsights can be installed from the Salesforce AppExchange.saleschoice.com · read 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 · read 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 · read 3 Oct 2026
