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Updated on: January 28, 2020
What is InsightSquared ?
InsightSquared - Business Intelligence Software : SaaSworthy.com
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InsightSquared

Transform your CRM data into useful insights
(397 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.

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.

InsightSquared provides a custom pricing for their software.

Learn more about InsightSquared pricing.

No, InsightSquared does not offer a free plan.

Learn more about InsightSquared pricing.

No, InsightSquared does not provide API.

Ask the Community View Community

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InsightSquared Reviews

OVERALL RATING
4.5
Based on 397 Rating(s)
Rating Distribution
  • 355
  • 33
  • 8
  • 1
  • 0
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Source : g2crowd.com
(Reviewed on 13 July 2019)
"Ticks all the boxes and more!"

What do you like best?

Pipeline Transparency to the management and the ability to understand pain points while forecasting forward. Exceptional implementation team and customer service.

What do you dislike?

Would like to have costume goals metrics

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

Insq helped us implement various work routines for the sales teams and BizDev department and created transparency to the management and board with costume dashboards in one click. Also we were able to detect pain points in our sales process and create individual reviews with the sales team to improve KPI's.

...more
Source : g2crowd.com
(Reviewed on 12 July 2019)
"Useful tool, what Salesforce should have OOTB"

What do you like best?

Ease of use, good UX and customer service

What do you dislike?

Somewhat complicated to get up-to-speed, requires a technical background, training and allocating time to be successful during the initial setup.

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

Sales insights, helping us run our business better

...more
Source : g2crowd.com
(Reviewed on 11 July 2019)
"Great out-of-the-box but misses some key features"

What do you like best?

IS2 is great at creating dashboards for multiple people and maintaining them easily. It also links easily with SFDC making filtering easy.

You can easily create goals for different parts of the organization and upload them regularly

The ability to dive into one metric to understand how it is calculated / made up is valuable

What do you dislike?

Slow at data refreshes which makes it difficult to show activity level leaderboards.

Inability to customize data ranges (not simply selecting the range but selecting Forward Two Months and/or Last 2 Months

It is difficult to have individual contributors track their commits in IS2

Recommendations to others considering the product:

Continue creating functionality that enables more customization

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

Creating dashboards to keep Sales Managers aware of the business

Provides first line sales people the ability to manager their own business

Facilitate our team's ability to track performance on a regular basis, understand where we have shortcomings and strengths, leverage all the data and improve across the business

...more
Source : g2crowd.com
(Reviewed on 11 July 2019)
"Good, Powerful Solution...If You Know How To Leverage"

What do you like best?

InsightSquared has been good, and is strong for providing insights into Sales KPI's and metrics related to our Sales team. I have been thrilled with the ease of running canned reports and quickly getting data and insights for our sales team and individual sales representatives.

What do you dislike?

I have run into the most difficulty with non-canned reports and capturing data, analytics and information for those unique cases where we are asked for specific data. Most recently, we were trying to capture what our Weighted Pipleine was at the start of Q3, and unfortunately, we weren't able to secure that data.

Recommendations to others considering the product:

I recommend that you dig in, and ensure that the tool is the right fit for your specific organization. It is a strong and powerful tool; however, there are some limitations on running non-canned / not out of the box reports.

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

We are solving for capturing valuable data to assist with both a look back at past performance, as well as, and even more importantly, data that will allow us to plan for the future and make better decisions, as we move forward. It has been good for those purposes, and provides a lot more deeper insight and detail than what we're able to gather directly out of Salesforce.com.

...more
Source : g2crowd.com
(Reviewed on 09 July 2019)
"Bridging the Gap Between Marketing Analytics and Insight"

What do you like best?

What I like most about InsightSquared is the ability to bridge the gap between data stores and create more compelling data narratives that individual systems cannot provide. As a Digital Marketer, we do not shoot from the hip - our mission is to provide context to data points and make data-driven decisions to drive growth within our organizations. InsightSquared provides the method and the technology to visualize data in ways we could not before. This includes anything from advanced Time-of-Day analysis for paid advertising (SEM to ROI analysis on per keyword basis. The possibilities are endless and the only limitation is your own imagination.

What do you dislike?

What I dislike about InsightSquared is the integrations. InsightSquared integrates perfectly with Salesforce, but getting data from Google Analytics, Google Ads, Bing, and other third-party vendors requires manual imports of the data. I am working with my Dev's to automate this process via API but it's not very user-friendly from a marketing perspective (nor do I have the time to write the APIs myself. That said, once the data is in there, it works perfectly.

Recommendations to others considering the product:

Make sure you set your Scope of Work from the beginning. Our team was very clear on our requirements and the InsightSquared team helped us get off the ground based on what we previously stated and agreed upon. The initial setup can be daunting without a dev or database admin, so make sure you are clear with their team from the start.

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

We are bridging the gap between marketing efforts and data-driven decision making. With InsightSquared, we can see how our marketing and sales campaigns are performing not just from a CTR, CPA, and conversion perspective, but also from a perspective of ROI and pipeline acceleration. With InsightSquared, we are going past vanity metrics and becoming a data-driven marketing organization.

...more
Source : g2crowd.com
(Reviewed on 05 July 2019)
"Great Out-of-the-Box Analytics Features for Small/Medium Orgs"

What do you like best?

InsightSquared has provided, hands-down, the best ongoing customer success and support service of any vendor I've worked with. They've spent a lot of time and effort understanding our unique business needs and helping to tailor reports/dashboards and drive adoption well after the sale and initial implementation.

What do you dislike?

- Lack of legends on dashboard charts

- Somewhat limited Admin functionality (requiring InsightSquared support for many changes

- Occasionally difficult to determine how some report components are being derived (lowers mgmt confidence

Recommendations to others considering the product:

InsightSquared is an excellent solution for small/medium businesses looking for dynamic reports and dashboards. However, If you primarily want predictive/forecast analytics, you may be better off with other products.

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

- Improved forecasting (process for sales reps as well as overall accuracy compared to Salesforce default

- Standardized dashboards and reports for our sales reps and sales management; allowing for streamlined forecast calls and 1:1s

- Driving a better understanding and faster action on our sales cycle, pipeline, activities, etc.

- Freeing up Sales Operations and Sales Reps' time; less need to build/customize/share reports and dashboards in Salesforce

...more
Source : g2crowd.com
(Reviewed on 03 July 2019)
"Fantastic Reporting and Metrics"

What do you like best?

InsightSquared is an essential tool to add on to your Salesforce instance. It takes all of your data and immediately creates useful and easy to parse reports for your team. Reports that are far easier to read and interact with than Salesforce's.

It's also easy to create new reports and have the system return exactly what you're looking for. The customer support and service has been great, and I always get a quick reply back when I send in a ticket.

What do you dislike?

It can't do everything. IS is only able to bring over one amount field from an opportunity, so if you have multiple amount fields you need to choose one.

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

We were looking for a better way to gain insight into our sales pipeline and opportunity activities, without needing to create custom Salesforce reports or buy the additional Salesforce analytics package. IS has been easy to set up and implement, it's easy to give people access to the system, and the reports and insights have been A+.

...more
Source : g2crowd.com
(Reviewed on 03 July 2019)
"Salesforce data with historical insight"

What do you like best?

InsightSquared is simple to setup and easy to use for our executive teams. I like that their is a native 15 minute pull for data from Salesforce and that the help from the whole InsightSquare team has been great.

What do you dislike?

There is still a good amount of features that an admin cannot do without InsiqhtSquared.

We have also seen issue where adding columns to cards on a dashboard means you have to fully delete and recreate the card. Also have major issues with the manual forecasting with a Sales Ops team greater than one.

Recommendations to others considering the product:

Make sure to have your requirements figured out and your Salesforce Data cleaned up. There was a huge effort to clean up the legacy data (estimated closed dates, stages, forecast categories before we could get valid data within InsightSquared.

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

This has allowed our C levels to have immediate access to the metrics they need and ability to pull up data in travel. We have built this out with both a software and services focus.

...more
Source : g2crowd.com
(Reviewed on 02 July 2019)
"Fantastic insights to run your sales org"

What do you like best?

InsightSquared gives me excellent insights at both the macro and micro level. I can holistically see how we are doing as a company but instantly drill down to an individual rep to pinpoint strengths or weaknesses.

InsightSquared has both executive adoption to help manage and run revenue operations but also front line support. Sales managers love the ability to roll up forecasts and be more accurate but also individual reps can manage themselves. Our revenue operations manager really gets value from the ability to see and manage across the organization.

What do you dislike?

There is very little to dislike these days- use to be their predictive model for revenue wasn't great but they just released a new overhaul of this and I really like it now.

Recommendations to others considering the product:

We love InsightSquared- it's super easy to use and powerful for our revenue operations.

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

We solve predicting revenue and sales success, individual performance measurement and coaching and increasingly full sales and marketing funnel cohort performance.

...more
Source : g2crowd.com
(Reviewed on 02 July 2019)
"Great for Rev Ops "

What do you like best?

It gives us access to data in Salesforce that we wouldn't be able to analyze in the same way. Having that flexibility is super valuable to us as we identify where opportunities are getting stuck in the sales funnel, what our "best" opportunities look like and can coach our entire sales team to meet hose goals.

What do you dislike?

The one limitation with the standard package, without buying the marketing package, is not being able to see sales and marketing details in one view. It's super helpful for stuff that makes it into the funnel, but can be tough for marketing activities and reporting on them. I know InsightSquared is still refining their marketing product, but it's hard to justify two vs. having it all in one product.

Recommendations to others considering the product:

If you need a better way to understand your pipeline, manage deals, coach reps and forecast each month, take a good look at InsightSquared!

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

We are able to better understand what is happening with our sales pipeline and coach our team to make the most of the pipeline they have. Understanding trends that lead to high likelihood of winning a deal vs. losing a deal is huge. Also being able to accurately forecast each month is very helpful.

...more
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Download white papers and ebooks on InsightSquared View All Downloads

by InsightSquared
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The Ultimate Guide to Sales Forecasting
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