InsightSquared is a cloud-based business intelligence suite catering to the requirements of small and medium firms. Key features include activity tracking, employee scorecards, sales forecasting, ratios and KPIs, data quality monitoring and more.

The system's data monitoring engine identifies and alerts users to common data entry errors and provides status emails, which deliver a daily summary of the user's choice of key data, allowing executives to stay up-to-date with sales and team activities. It helps users analyze historical data, forecast upcoming deals, evaluate client success and monitor employees.

InsightSquared delivers real-time reporting and provides pipeline visibility. It automatically generates multiple forecast models for users to compare which model suits their business requirements. The rep-level reporting module provides data on how each sales rep is performing, where they are struggling and how sales leaders can coach sales rep.

InsightSquared integrates with CRM and ATS (Applicant Tracking Systems) solutions. Support is provided via knowledge base.

Activity Dashboard
Activity Dashboard

Activity Dashboard

Activity Feed

Activity Feed

Employee Scorecards

Employee Scorecards

Nightly Emails

Nightly Emails

Sales Forecast

Sales Forecast

Screen Shot

Screen Shot

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000



41 Reviews of InsightSquared

Overall rating

4.5 / 5 stars

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Cory from OpenTempo

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Impressive

Pros

A very impressive tool to help a sales orginization

Cons

Make sure you know what you are getting into before starting. Only as good as the data you have in the crm.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Functionality

August 2018

Unmatched Platform in Its Space

5 stars.

Pros

Its strongest features are probably its ease of use, impressive report filtering features, and its out-of-the-box reports and dashboards. Even less analytics savvy users will be able to benefit from a wealth of digestible data from this solution with little or no guidance.

Cons

The admin side of it takes some significant setup, which should be expected from this kind of software.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Get Data-based answers to your Pipeline Questions

Pros

It's easy to plug into Salesforce and pull out pipeline data. From there is can be manipulated to answer questions that sales leadership might have on sales rep performance, deals that are more likely to close, or less likely, and instead of being a black box is actually lists the reason why a deal might have a better chance of closing than another based on historical performance.

Cons

It's a little expensive for a sales pipeline analysis tool. If sales leadership isn't asking these questions it could be easy for it to sit idle.

Review Source: Capterra

Kat from Extension

Industry:  Other

Number of employees:  11-50 employees

Ease-of-use

Functionality

July 2018

Robust!

Good customer service - very prompt!

Pros

InsightSquared is a game changer for staffing agencies. It's incredibly robust! We use it to keep track of our statistics, KPIs, and even use stats to beef up our marketing materials.

Cons

It can be a bit difficult to use if you don't have thorough training, and even then the system is so robust that it's difficult to become an expert.

Review Source

David from URBANISTA Brokers Inc.

Industry:  Real Estate

Number of employees:  11-50 employees

Ease-of-use

Functionality

June 2018

Revenue builder!

Pros

This is a a really simple, and straight forward system to get going. Talk with customer service to get a plan thats geared for your revenue goals.

Cons

Overall not so many cons. Its been great for us, with using all the advanced logistics to help give us an edge!

Review Source

Daniela from Jellyvision

Industry:  Software / Technology

Number of employees:  201-500 employees

Ease-of-use

Functionality

April 2018

Only a user, but great insight into our sales pipeline!

Pros

The visualizations are top notch for answering business questions and determining where our biggest needs are.

Cons

Seems like the general user has very limited view. I wish to pull in more data points, even without administrator privileges.

Review Source

Shivakant from Micro Focus

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Best BI and Sales Analytics Tool Available Today

Simple Yet Powerful Sales Analytics Tool

Pros

It is easy to benchmark against other peers and how you can select metrics easily inside the platform. You can also search for lost opportunities easily as well.

Cons

I'm hard-pressed to find anything I dislike about this product or company. Cost is always a consideration and compared to others they fall right in line, but the value and ease of doing business is well worth the cost.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Extremely insightful information at the tip of your hands without having to do anything.

Helping sales team improve sales, therefore helping company grow.

Pros

Super easy to set up and maintain. The insights given are extremely helpful and give salesreps the opportunity to know their numbers and work towards improvement.

Cons

Comparatively, pretty pricy. There are a few other companies that provide similar insights that don't cost as much. The tradeoff is name branding and slight adjustments in functionality. Paying a bit more for peace of mind.

Review Source: Capterra

Jennifer from B2W Software

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

The additional reporting capabilities that Insight Squared provides makes pipeline management easy.

Pros

The canned reports give so much insight into our pipeline that it is easy to identify trends down the individual sales rep. It helps us zero-in on certain behaviors and see how each of our reps works differently. The implementation is also incredibly easy and the support team is fantastic.

Cons

The cost was quite high which deterred us at first, but after using it for over six months, the value is clear. We tried another solution that was cheaper, but implementation was a nightmare and we quickly re-engaged with Insight Squared.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2017

Data tracking is amazing

Pros

It puts all of the Salesforce data in one spot and lets you pull reports that Salesforce can't. I also love the forecasting tool.

Cons

It is really expensive and you can't customize everything that you need to. Also it takes 20 minutes to update data.

Review Source: Capterra

Oded from Bizzabo Inc.

Industry:  Software / Technology

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2017

Head of Business Operations

Pros

Very easy to use, very reliable, generates sales driven insights and is heavily leveraged by the entire leadership group

Cons

Could be more customizable, very long and heavy implementation time, requires corporate education to truly implement

Review Source

Steve from Verifi

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2017

Pipeline and activity insight at a glance

Pros

The platform is easy to navigate and comes with out of the box dashboards that are intuitive and well received across different levels in the company.

Cons

There are some limitations to customization but the platform is constantly being updated. The platform isn't as nimble was we originally thought.

Review Source: Capterra

Millie from Ivanti

Ease-of-use

Value for money

Functionality

June 2017

InsightSquared is easy to use, flexible, and great analytic tools to analyze SFDC data.

Can find reviews on many softwares

Pros

InsightSquared allows me to easily create many reports and dashboards to share with the Sales team. They can easily drill into the data to manage their pipeline and opportunities.

Cons

User profiles must be manually maintained because they're not linked/integrated with SFDC. Deal size ranges on the deal size report can't be customized.

Review Source: Capterra

Steve from Verifi

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2016

Broad array of metrics but limited customization

Some of the out of the box dashboards have become critical for our day to day business but some functionality is also limited. For instance, we are unable to replicate some of their dashboards without the assistance of their professional services team.

Pros

UI, out of the box dashboards

Cons

Limited customization

Review Source: Capterra

Emery from Evolent Health

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2016

New and very happy InsightSquared user.

Fantastic customer support. Quick responses and always eager to help! While there are many analytics products on the markets, InsightSquared leads the pack by pre-building dashboards and reports based on learned best-practices in the industry.

Review Source: Capterra

Jonathan from Influitive

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2016

Great tool for analyzing Sales metrics!

I've used InsightSquared at 2 companies over the past 5 years, it's a great tool to use for getting more insight into your sales data. From historical pipeline changes to push analysis, it's all there!

Pros

It's easy to use, tons of pre-built reports and dashboards make it easy to get ROI immediately!

Cons

Some configurations can be tricky to ensure the data is perfect.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2016

Insightful application

I use InsightSquared to help forecast my expected revenue, and also review some of my key states as a salesperson. Overall, I find the application useful as an easy way to turn Salesforce data into visually-appealing, easy to digest pieces of information.

Pros

The graphs, variety of data and pre-built reports are all great.

Cons

The ability to save specific reports and manage filters more efficiently would be welcomed.

Review Source: GetApp

Brett from MarshBerry

Industry:  Insurance

Ease-of-use

Customer support

Functionality

March 2016

EXCELLENT PRODUCT AND SOFTWARE!

Pros

Great followup, great technical support! Very happy with the implementation as well!

Cons

nothing! Honestly, so far Insight Squared has been great about offering support for whatever we need.

LinkedIn icon
Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

September 2015

The greatest thing about InsightSquared?

Is that I have maybe had to build 2 Salesforce reports since using it, and for that it's awesome. Keeps my reps super accountable. I can see how our business is doing at any given time. Bookings, BDR activity, you name it. I'm not in sales thought and therefore not as much a power user as my colleagues.

Pros

Ease of use
Visualizations
Dashboards
Filtering

Cons

Improve the loading time

Review Source: GetApp

Christian from Zapproved.com

Industry:  Software / Technology

Ease-of-use

Customer support

Functionality

September 2015

Insight Squared: invaluable when managing rapid growth

Pros

Insight Squared is a responsive, nimble team that has impressed me at every corner. Their Sales Team, thei Customer Success Team and Engineering Team have all created "wow" moments for me. My favorite recent workflow...looking at growth trends by employee or territory across different times (quarter, YTD, etc) and then with a click of a button being able to compare this growth against the same time period last year. It's make my Sales Meetings, Exec Meetings and Board Meetings highly informative. Thank you Insight Squared Team. Keep up the great work. I'm a fan...a big one.

Cons

I've noticed when we close a deal in SF it takes 15 or so minutes for the transactions to post. I'm sure it has something to do with API throtteling so you don't sacrafice performance, but it would be cool to have a "refresh" button that we could push so it didn't take that long. Small request...not a MUST.


Displaying 1 - 20 of 41 reviews