We give you complete insight into your services business.

Our clients and prospects want greater visibility, control, and insight into what's going on in their service business. They want to know where they stand in comparison with world-class maintenance, support, and training sales and renewal rates for their industry, and they need to understand where their best opportunities for improvement are. We have designed our company to be a virtual extension of each of our client's teams, with complete transparency and trust between our dedicated client teams and our clients' own service organizations.

To meet our clients' needs, we've developed ServiceSource Insight, a custom portal that connects our clients and their ServiceSource teams with up-to-the-minute data on the state of their service business. Insight is a web-based reporting and management system that provides you with the same immediate visibility, detailed reporting, and control that you would expect from any of your internal teams. Each client's information resides in its own discrete database so you can have complete confidence in the safety and security of your information. With secure, encrypted access to their own Insight portal data, our clients can view standard performance dashboards and reports any time, from anywhere, and see how ServiceSource is progressing against goals.

Key features of ServiceSource Insight include:

  • Customized views by user role: Get a "dashboard view" or drill down by territory, product line, or channel partner.
  • Centralized reports repository: View closed sales by product, division, or geography, as well as loss reports by product lines.
  • Anytime access to current-quarter performance: Check this real-time snapshot for up-to-the-minute forecasting and pipeline.
  • Archive of past results: See trending information for analysis and decision support.
  • State-of-the-art security: Insight uses the latest encryption technology (SSL) and is password protected so that your sensitive data is secure and accessible only to authorized users.

ServiceSource clients also get detailed, custom reporting every quarter, providing increased visibility into each quarter's financial performance and complete confidence that revenue targets will be met.