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Intersight First-Time Set Up (For Enterprise Administrators)

This article shows the Enterprise Administrator the steps and configurations that need to be completed before inviting other users into the system.  

1. Integrate with a CRM System (Required)

Intersight supports integration with the following CRM systems: 

  1. Salesforce CRM 
    1. See this article for Salesforce CRM setup details. 
  2. Hubspot CRM 
    1. See this article for HubSpot CRM setup details. 

You may only connect with 1 instance of 1 CRM system at any given time.

2. Configure Deal Stage Mapping

Head to Settings, click on "Stage Configuration".  To ensure that your sales reps see only the guidance topics most relevant to the current stage of the deals, please map your CRM deal stages to Intersight's deal stages. Intersight's AI Guidance engine uses seven deal stages:

  1. Discovery 
  2. Evaluation 
  3. Proposal
  4. Closing 
  5. Closed Won
  6. Closed Lost 
  7. Remarket 

Note: Stage Configuration will become available to configure within a few hours after setting up the CRM connection. 

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After having configured deal stages, you will be able to set up Guidance Configuration to instruct Intersight on the specific set of historical deals data Intersight AI will use to generate guidance for your sales reps’ current deals.  

3. Set Up Guidance Configuration 

A. Choose how far back you want Intersight to look to pull your sales activities based on Deal Closed Date (the date and time when the deal was marked as "closed won" or "closed lost" in your CRM). 

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B. Optionally, you can use various CRM filters to instruct Intersight to only process the sales activities of specific deals/opportunities rather than all deals. 

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C. Configure Similarity: Tell Intersight how you segment your market. Select the attributes you want Intersight to use to find and group similar deals together, so it can recommend tailored guidance to each open Opportunity based on what's worked to win similar Opportunities historically. The specific attributes for each Opportunity come from your CRM. 

We recommend that you carefully review your similarity selections to ensure they are aligned with your company strategy, desired territory management, and segmentation approach.

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D. Review your selections. You can click "Back" and edit previous selections if needed. 

Once you hit "Save and Start Syncing", Intersight will start using your selections to generate tailored guidance for your sellers' active deals. 

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4. Import Historical Call Transcripts (Recommended)

If you would like Intersight to generate guidance for your sales reps’ current deals based on insights gleaned from historical deals data and suggest deal risk mitigation actions, please import historical call transcripts into Intersight. Intersight can ingest historical call transcripts from several call recording and conversation intelligence applications including:  

  • Zoom  
    • See this article on how to connect Intersight with Zoom. 
  • Gong  
    • See this article on how to connect Intersight with Gong. 
  • Fireflies 
    • To ingest historical recordings from Fireflies, follow the instructions to request export of your data from Fireflies (Data Export Guide – Fireflies Article). Once you have exported data from Fireflies, upload any desired transcript text files to a document sharing solution (e.g. Dropbox, Box, Onedrive, etc.) and create a sharable URL and share it with your Intersight Customer Success Manager.
  • Chorus:
    • [Coming soon] See this article on how to connect Intersight with Chorus 

If you have other ad-hoc call recordings or transcripts that you'd like to import to Intersight, you can upload those to any file sharing system of your choice (e.g. OneDrive, GDrive, Box, etc.) and create a sharing URL. Simply provide that URL to your Intersight Customer Success Manager. 

5. Email Setup (Recommended) 

If your CRM system is already linked to your emails, Intersight will automatically import and analyze these emails for you. In addition, Intersight also lets you directly integrate with your email service to analyze your emails and automatically uses found contacts (email alias) to map emails to Opportunities/Deals and their owners.  

Intersight will only analyze the emails of connected users (e.g. specific sales reps). Each sales rep user must connect Intersight to their Email as part of the initial set up process. 

Integrate with Email 

Navigate to Settings> Connections and select your email provider. You will then authenticate with your email provider, and Intersight will start the import process.  

Notes: Depending on the volume of your mailbox, first-time import may take several hours or more.  

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6. User Management 

You can head to "User Management" and start adding Sales Leaders and Sales Reps to your Intersight environment, using their corporate email address. Added users will be able to log into app.intersight.ai with their corporate email address, hit "forgot password", receive a one-time password to log in, and then create their own password.