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Orveon
Orveon

LiftInsight · Sales insight

Insight from the sales data you already have.

For sales and marketing teams: LiftInsight is being shaped to turn LiftCRM, or any CRM or sales data, into insight. Teams who want a say in what it becomes can join as design partners.

Stage: Ideation

  1. Ideation
  2. Building
  3. Pilot
  4. Live
Request a briefingHow design partners work

01The idea

The job is clear. The details are still open.

LiftInsight is being shaped for one job: turning sales data into insight that sales and marketing teams can use.

Which questions it answers first, how that insight reaches the people who act on it, and how LiftInsight is offered are still open. Design partners will help us decide them.

02The data

From LiftCRM, or the CRM you already use.

LiftInsight is being shaped to work from any CRM or sales data, including LiftCRM, Orveon's CRM for sales teams, now in development. A team would not need to move to LiftCRM first.

LiftInsight is in ideation, so no connection to any system works yet. Which systems come first is one of the questions design partners will help answer.

03Design partners

How a design partnership works.

  1. 01

    Talk

    You tell us about your sales and marketing team, the data it holds and the questions it cannot answer yet.

  2. 02

    Shape

    We work through the problem with you and agree what a useful first version would need to do.

  3. 03

    Review

    You see early concepts and tell us what helps, what is missing and what to drop.

  4. 04

    Decide

    Together we decide whether a first pilot should follow.

Nothing on this page is a feature commitment.

04Questions

Questions about LiftInsight.

What will LiftInsight do?

Turn LiftCRM, or any CRM or sales data, into insight for sales and marketing teams.

Do we need LiftCRM to use LiftInsight?

It is not intended to be required: LiftInsight is being shaped to work from LiftCRM or from any CRM or sales data you already have.

Can we use LiftInsight today?

Not yet: LiftInsight is in ideation, shaped with design partners. If you want a say in it, become a design partner or request a briefing.

Shape LiftInsight with us.

Tell us which question your sales data should answer first.

Request a briefing