A software that helps your business with its sales intelligence tools and turns your CRM data into well detailed reports to help you make better decisions. Its Tiles and Slate features answer you ad-hoc revenue questions within minutes and provide you with everything you need to have a better understanding of how to forecast and optimize your sales in one place. With InsightSquared’s Attribution reporting feature, you can analyse your marketing performance and view its direct impact on your revenue growth. Its integration with Linkedin Sales Navigator allows you to view LinkedIn Sales Navigator information alongside sales analytics within your existing InsightSquared reports.
|Support||Business Hours||Customer Type||Medium Business Small Business|
|Deployment||SaaS/Web/Cloud Mobile - Android||Category||Business Intelligence Software|
Have to Contact the Organization for the Pricing Details.
Ready-to-go analytics for your growing company.
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Customized and powerful for mature organizations.
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Extra infrastructure for larger organizations.
Disclaimer: The pricing details were last updated on 28/03/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
I like how I can view my consultants KPI's, it makes troubleshooting their process' a breeze!
I do not currently have anything that I dislike about the system.
I am able to coach and mentor our younger associates better.
Pros: It's been helpful for sales management to track and report on sales pipeline. It find trends and uncovers which opportunities are at risk. This can help identify best next steps.
Cons: Not native to Salesforce. Requires sales management to proactively log-in. This can make it difficult to incorporate into existing reporting processes.
Overall: Cool app
Insight Squared provides a clear, concise picture of your company's key metrics. The daily insights into my sales and recruiting teams activities are key to understanding our strengths and weaknesses as an organization. It allows us to pinpoint areas we need to improve on quickly.
Really no dislikes. We've used Insight Squared for years. They are helpful at every step in the process.
We use InsightSquared daily to evaluate our activities and trends in the market. We are quickly able to analyze our sales metrics and ratios. We know what we need to improve immediately.
Love the easy to use reporting and wide variety of report types. Their tech support is super responsive and easy to work with.
Sometimes printed reports do not display correctly.
Take time to learn about all the features! Insight is very powerful and can be incredible useful!
Able to find useful metrics for areas of needed improvements within our company.
The visibility and ease of use. Really allows insights that help drive behaviors and the ability to lead and manage so fluidly!
not much at all. You guys and gals have got it going on over there
InsightSquared does a fantastic job telling a full story with sales metrics. It fills the gap on metrics that isn't out of the box in Salesforce. The platform gives great insight on how our sales team is performing and where the areas of weakness are.
It isn't as customizable as I would like it to be. There are times I wish I had the ability to go in and change some of the filters or fields that are displayed.
Great product and great company! Their support team is easily one of the best support teams I have ever worked with.
More precise coaching for the team in challenging areas.
Overall sales metrics and performance.
Being able to tell a complete story with our sales team and playbook.
InsightSquared provides great insight into pipeline growth/melt, individual rep performance and pipeline stages where deals are stalling. This is has also helped our team to better understand deal progression patterns and improve the accuracy of our forecasts.
The implementation process felt artificially long and didn't get our team to the launch point we desired. Also, the system is not very flexible and allows for very little customization even though the data already is being pulled into the platform. Leaderboards are particularly limited.
InsightSquared serves as our sales analytics and reporting tool - before InsightSquared, we were using Salesforce Dashboards and reports for our Quarterly Sales Reviews and rep 1:1s but found them very manual and tedious. InsightSquared solves the problem of stale data, reduces prep time for reviews and keeps our team focused on the numbers that matter, ultimately increasing rep accountability.
IS2 provides our team a clear way to look at what is working and what is not. The ability to sort and graph data makes it easily presentable when activity issues arise. We are able to predict revenue based on some general assumptions. The ability to look at data as a company, division, group or individual is ideal. We are able to clearly demonstrate to new hire how the right activities will translate into commissions for them.
Only wish would be a system as robust as IS2 was embedded into our ATS system.
Team adaption and acceptance is very important. It is a tool to drive self starter team members not just management.
IS2 allows us to see activity fall off in individuals thus allowing us to adjust behaviors prior to it becoming a results issue.
Pros: InsightSquared knows what a Sales organization cares about and provides that data in helpful ways to access reports and gain insights. For every use case of our sales team there is a report, and at this point it's the go to solution for Managers and even Executives in case of any questions about sales activities, performance and results.
Cons: No negatives on InsightSquared, it has become a part of our sales conversation and organization.
Overall: InsightSquared has been a very helpful solution for our sales team and management to understand what we are doing and how we can do better.
On-point pre-built analytics for CROs and Sales VPs. Powerful visualizations that provide insight into your pipeline and forecast. Dashboards arrange the analytics (both pre-built and configured) to support topics or processes. Data stays refreshed from Salesforce CRM within 20 minutes.
Insight Squared tracks history on only a few fields rather than capturing true snapshots. As such, the analytics can be misleading if you aren't clear what you are viewing. For instance, if you display a historical bar chart showing pipeline size by month filtered by a field that may change over time (i.e. opportunity owner), the entire chart is based only on the current opportunity owner (rather than who was the opportunity owner each month).
Make sure the data you intend to analyze has good hygiene.
We use InsightSquared to provide pipeline analytics for our executives. The product enabled us to quickly configure dashboards that gave our executives insight to answer questions from our Board of Directors and to direct our sales efforts.
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