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Updated on: June 24, 2021
What is InsightSquared ?
InsightSquared - Business Intelligence Software
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88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

InsightSquared

Transform your CRM data into useful insights
(820 Ratings) Write Review

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.

InsightSquared Awards

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InsightSquared Features Show All Features

InsightSquared Technical details

Support Business Hours Customer Type Large Enterprises Medium Business Small Business
API NA Location / Phone Number Boston, Massachusetts
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category Business Intelligence Software

InsightSquared Pricing

Pricing ModelFree Trial , Freemium , Quotation Based
Starter
Custom

Features

  • Fast, templated configuration
  • Goals: Company Bookings
  • Historical trending
  • Unlimited Logins
  • InsightSquared Academy Included

Professional
Custom

Features

  • All Starter features, plus
  • Goals: Subgoals and Employee Goals
  • TV Leaderboard
  • Multicurrency: Company Level
  • Multicurrency: Dated Exchange Rates
  • Forecast Entry
Enterprise
Custom

Features

  • All Professional features Plus
  • Multicurrency: Personalized
  • Access Permissioning System
  • Custom Alternative Values
  • Sandbox Portal
  • Goals: Employee Subgoals
  • Login as Another User
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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.

Learn more about InsightSquared pricing.

InsightSquared FAQs

InsightSquared is Business Intelligence Software. InsightSquared offers the following functionalities:

  • Ad hoc Analysis
  • Ad hoc Reports
  • Benchmarking
  • Dashboard
  • Data Analysis
  • Key Performance Indicators
  • Trend Indicators

Learn more about InsightSquared features.

No, InsightSquared does not provide API.

Ask the Community View Community

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InsightSquared Reviews

OVERALL RATING
4.6
Based on 820 Rating(s)
Rating Distribution
  • 69.6 %
  • 24.8 %
  • 4.2 %
  • 0.9 %
  • 0.6 %
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Tony PSource : g2crowd.com
(Reviewed on 17 November 2020)
"InsightSquared is a powerful tool that our Sales management team relies upon heavily"

What do you like best?

The reporting is amazing and the interface is really great.

What do you dislike?

The license management was a bit confusing at first (data holder, non-data-holders but viewers) but I've since learned the nuances (didn't take that long).

Recommendations to others considering the product:

Give it a shot. The team is great and they'll help get you set up and running with a great product.

What problems are you solving with the product? What benefits have you realized?

We're keeping a close eye on our pipeline using it, as well as using it as one of our main presentations during Sales meetings. It conveys useful information at a glance.

...more
Denzyl ESource : g2crowd.com
(Reviewed on 12 November 2020)
"Overall end user support and dymanic reporting"

What do you like best?

The feature to utilize basic SQL to build complex graphs and charts. InsightSquared also allows us to apply dynamic filters and to modify the data in real-time.

The support staff are always readily available and respond to our queries in a timely manner and are able to assist us in guidance or creating new complex reports that we initially thought could not be done

What do you dislike?

My issues with insightsquared are that it takes a bit of time to load each report depending on the amount of data that is being fetched.

We are a Salesforce heavy organization and there is no realtime sync with that data that we have in Salesforce. The average refresh time can vary from an hour or more and while it may seem like a minor issue, it still presents difficulties when waiting for results to populate after a mass upload

Whilst the utilization of SQL to a programmer like me may be beneficial to draft reports. There is a steep learning curve to overcome as the product training is a bit ambiguous in certain lecture materials.

Recommendations to others considering the product:

I recommend that you take the time and take in as much as possible from the free-trail that is offered. There is a lot to divulge and take it. InsightSquared can easily meet your organizational needs. Also, ask as many questions as possible, The insight Squared support team is always ready and willing to help.

What problems are you solving with the product? What benefits have you realized?

We have made a shift to an automated breakdown of targets vs actuals in reporting with the aid of dynamic graphs/charts. InsightSqared provided us with a granular view of performance.

The ability for sales reps to view their details without the use of a salesforce licence as well as track the recent activities of end-user performance. We have been given the foresight of improving our pipeline reporting to plan for next year.

...more
Gordana VSource : g2crowd.com
(Reviewed on 10 November 2020)
"InsightSquared knows how sales organizations run and they provide actionable reporting, unlike SFDC."

What do you like best?

It's easy to use and intuitive. It has most of the reports I would need OOTB and what's missing they have been able to help us add.

What do you dislike?

Support could be better. An in-product chat could really help.

Recommendations to others considering the product:

This is a really good platform and I recommend it to any sales leader that's running the business based on data.

What problems are you solving with the product? What benefits have you realized?

I base my decisions on data and InsightSquared is providing me the trending information I need. It has all the right filters and most of the reports I would want came OOTB, so we were up and running on day 1.

...more
Kristin BSource : g2crowd.com
(Reviewed on 17 October 2020)
"Third time user of InsightSquared"

What do you like best?

Insight Squared was recommended to me by a board member at least six years ago and I've used them at every company since. I love the continuous dashboard visuals and predictive nature of close rates by sales member, team and organization while being much more user friendly than salesforce. The icing on the cake is that there is incredible customer service when needed.

What do you dislike?

Fantastic product, I cannot think of anything in particular.

Recommendations to others considering the product:

One of the best vendors I've worked with

What problems are you solving with the product? What benefits have you realized?

Insight saves minimally 10 hours a month in sales ops/ reporting to the executive team and board. Additionally it highlights visually the deals that are falling out of the likely strike zone to close.

...more
Xan TSource : g2crowd.com
(Reviewed on 15 October 2020)
"InsightSquared is a Crucial Sales Analytics tool"

What do you like best?

Powerful, intuitive pre-built dashboards to analyze sales team performance. It makes it possible to answer any question I (or any member of my team) have while also prompting me to ask questions I hadn't thought of yet.

What do you dislike?

Getting it set up takes a bit of sales ops time. It is a bit challenging that you have to go to another platform as opposed to just Salesforce for our reps, but those are tiny issues.

What problems are you solving with the product? What benefits have you realized?

I think basically every problem is addressed in some way by InsightSquared. It is my mission control and gives a lot of visibility into how we are doing as a team. So understanding on a weekly, quarterly or annual basis where we've been weaker and addressing those challenges has been the biggest benefit.

...more
Madeline PSource : g2crowd.com
(Reviewed on 18 September 2020)
"Fantastic Sales Analytics Tool that Provides Actionable Insights and Comprehensive Reporting"

What do you like best?

InsightSquared is incredibly intuitive to use immediately. The platform makes Salesforce data far more usable by allowing for various pivots that break down our opportunities on a granular level. The platform is really helpful for analyzing historic trends to better forecast future performance. Any time I'm frustrated with reporting and dashboarding in Salesforce I know I can get a better answer faster by using InsightSquared.

Everyone I've worked with at InsightSquared has been knowledgable and supportive, and the response times for my questions/issues have been extremely fast.

What do you dislike?

I wish there was a bit more flexibility for the charts in terms of the types to use and color scheme, though that's not a huge deal because the charts themselves are easy to read and can be manipulated.

Recommendations to others considering the product:

The trial period was the best thing for me to determine if InsightSquared would be the right platform. There's so much you can do on the platform but you need to take the time to explore all of the reports and pivots.

What problems are you solving with the product? What benefits have you realized?

My company is currently focused on improving our pipeline reporting to plan for next year, and InsightSquared is my go-to for analyzing any trends within the pipe. The tool is helping us better understand the current health fo the pipe and the specific improvement areas we need to focus on, such as better Salesforce hygiene and bottlenecks through the sales cycle.

...more
Ryan CSource : g2crowd.com
(Reviewed on 04 September 2020)
"Excellent Product, Excellent Service!"

What do you like best?

InsightSquared is delivering on that elusive combination of sales and marketing analytics bringing us closer to a true SSOT all while delivering excellent CS, an easy implementation, and a beautiful UI!

What do you dislike?

Nothing yet! The tool is a bit more expensive than the competitors, but you definitely get what you pay for.

Recommendations to others considering the product:

Absolutely get the trial and consider the Olono integrations

What problems are you solving with the product? What benefits have you realized?

We are now able to see that complete lifecycle story while also being given visibility into previously unknown gaps in our process.

...more
Maurice KSource : g2crowd.com
(Reviewed on 02 September 2020)
"Insight Squared brings actionable insights to the forefront"

What do you like best?

The Insight Squared solution is appropriately named. Unlike BI solutions, one does not have to seek an actionable insight because it is visible right up front. There are not only charts and data that can be exported, but the actual insight appears right in the heading on the page.

What do you dislike?

There is not much to actually dislike about Insight Squared. If there was anything to add, I would say more predictive analytics around what action to take on a specific accounts and Account Representatives focus.

Recommendations to others considering the product:

Make sure you take advantage of the free trial period. The Insight Squared team will set-up everything you need for the trial. There is no stress of a trial set-up internally.

What problems are you solving with the product? What benefits have you realized?

I can set-up dashboards that are dynamically updated as the data changes. This gives me a snapshot of the business at any given moment. All of this allows me to manage the team and take appropriate action to get ahead of challenging opportunities. Also, there are more than 100 templates and dimensions of data that can be viewed on-demand.

...more
Carolina TSource : g2crowd.com
(Reviewed on 19 August 2020)
"Analytics in just a click!"

What do you like best?

Easy of use and customization. Reports are super helpful from the title to the chart and data table below. Dashboards are great to keep reports together based on their purpose. They even offer model dashboards, making it super easy to quickly create insightful and useful metrics.

What do you dislike?

We had some issues before getting timely responses from our account manager. Since we've been reassigned, Lynn has been super helpful and quick to answer questions.

Recommendations to others considering the product:

Give it a try. It's a game-changer!

What problems are you solving with the product? What benefits have you realized?

Quickly and easily providing a look into pipeline health and progression, as well as rep performance based on their quota.

...more
Administrator in Computer SoftwareSource : g2crowd.com
(Reviewed on 21 July 2020)
"Great insight on sales KPIs"

What do you like best?

The set up was so quick and value was delivered really fast. Plenty of reports, KPIs, information... all you need to manage your sales team with decision based on KPIs and not opinions or feelings. Also very easy to use, today is a every-day basic tool for our team.

What do you dislike?

I miss more agility to create goals, subgoals... a sales plan, a financial plan, a manager plan... don’t get me wrong, there are ways to do it, it’s just it is a little bit more complex to set up.

What problems are you solving with the product? What benefits have you realized?

Visibility on sales teams performance. Getting to understand the real problems: ¿is it avg dela size? ¿Is it sales velocity? ¿Is it close ratio?...

...more
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Videos on InsightSquared

What is InsightSquared?
What is InsightSquared?

InsightSquared Screenshots

More reports than ever before
More reports than ever before
More reports than ever before

Download white papers and ebooks on InsightSquared View All Downloads

by InsightSquared
10 Questions to Ask Before Buying Business Intelligence
It elaborates on the complete solutions for Business Intelligence as with the set of Ten strong Questions to ask before...
read more
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by InsightSquared
The Ultimate Guide to Sales Forecasting
Its a guide to Sales Forecasting to follow with Challenges and Solutions as with steps to Educate your team, Develop a...
read more
DOWNLOAD

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