insightsoftware provides connected solutions for the Office of the CFO, serving finance, accounting, and operations teams with software for financial reporting, analytics, planning, budgeting, and performance management. Its platform messaging emphasizes accessible financial data, connected decision-making, and productivity improvements for teams that need faster and more reliable business insight.
What we worked on
We worked with insightsoftware on a consulting engagement focused on getting and retaining customers across a complex, solution-led sales journey. Because the company serves finance leaders with varied needs across reporting, FP&A, accounting, and operations, our support focused on pipeline clarity, buyer segmentation, follow-up improvements, and stronger alignment between customer problems and recommended solutions.
The engagement included sales process review, customer journey analysis, acquisition recommendations, and advisory support for retention and satisfaction. We helped identify where prospects needed clearer guidance, where the pipeline could be rebuilt for better visibility, and how communication could better support both new opportunities and existing customer relationships.
Impact focus
- Rebuilt pipeline thinking around buyer needs, solution fit, and high-value follow-up stages.
- Improved sales-process recommendations for finance and operations buyers evaluating complex software solutions.
- Provided retention consulting focused on education, satisfaction, value realization, and ongoing customer communication.
- Advised on practical strategies to improve acquisition, conversion, and long-term customer relationships.