InsightSquared Software


 

Business Intelligence systems, a critical component of larger organizations, can often be complex and expensive, preventing small and midsized businesses from gaining the insight necessary to make data-driven decisions regarding their financials, employees and clients.

InsightSquared was developed to meet the unique requirements of these small and medium staffing and recruiting firms. It offers robust powerful data intelligence in a system that is accessible and affordable. InsightSquared is entirely web-based, so setup is quick, painless and doesn't require dedicated IT personnel. Pricing is monthly, eliminating costly up-front fees.

Features include activity tracking, employee scorecards, sales forecasting, ratios and KPIs, data quality monitoring and more. With InsightSquared, users have access to dashboards and interactive visualizations that take static data and create charts with dynamic drill-down capabilities, configured to track just about any kind of data critical to business operations.

The system's proprietary data monitoring engine identifies and alerts users to common data entry errors, and we really like the nightly status emails, which deliver a daily summary of the user's choice of key data, allowing executives to easily stay on top of sales and team activity. InsightSquared also seamlessly integrates with some of the most popular CRMs and ATS (Applicant Tracking Systems) on the market.

For smaller companies looking to effectively analyze historic data, forecast upcoming deals, evaluate client success and monitor employees, InsightSquared is an agile, affordable solution.

 

InsightSquared - Activity Dashboard
 
  • InsightSquared - Activity Dashboard
    Activity Dashboard
  • InsightSquared - Activity Feed
    Activity Feed
  • InsightSquared - Employee Scorecards
    Employee Scorecards
  • InsightSquared - Nightly Emails
    Nightly Emails
  • InsightSquared - Sales Forecast
    Sales Forecast
  • InsightSquared - 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

32 Reviews of InsightSquared

 

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Software Advice Reviews (4)
More Reviews (28)

Showing 1-4 of 4

Oded from Bizzabo Inc.
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

Head of Business Operations

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
 
 

Brett from MarshBerry
Specialty: Insurance

March 2016

March 2016

EXCELLENT PRODUCT AND SOFTWARE!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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

Likes Least

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

Recommendations

Check them out! You will be very happy with the services they provide - data analytics!

 
 

Christian from Zapproved.com
Specialty: Software / Technology

September 2015

September 2015

Insight Squared: invaluable when managing rapid growth

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

Ask yourself what key reports and datasets you use on a regular day/week or month to understand your business and inform/inspire your team. Then look across Insight Squared and compare what you have at the ready. My guess is you'll quickly realize that reports that took you or a member of your team hours to prepare are now just a click away at anytime. Bottom line: If you are navigating a rapid growth software business...license Insight Squared. It's ROI will be witin the same quarter.

 
 

Mark from Morton Consulting
Specialty: Software / Technology

September 2015

September 2015

Product that makes an Impact on your business!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

flexible and gets you information that makes an impact on your business!

Likes Least

I dont have more time to spend reviewing all that it has to offer

Recommendations

make sure you consider ALL options when selecting a reporting tool!

 
 
 
Showing 1-20 of 28


November 2017

November 2017

Data tracking is amazing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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
 

Steve from Verifi
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Pipeline and activity insight at a glance

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

June 2017

June 2017

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

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

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 Employees number: 51-200 employees

November 2016

November 2016

Broad array of metrics but limited customization

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 1,001-5,000 employees

October 2016

October 2016

New and very happy InsightSquared user.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 51-200 employees

October 2016

October 2016

Great tool for analyzing Sales metrics!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

Take the time to implement properly from the beginning.

Review Source: Capterra
 


September 2016

September 2016

Insightful application

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

I would definitely invest in InsightSquared for a sales team.

Review Source: GetApp
 


September 2015

September 2015

The greatest thing about InsightSquared?

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

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
 


June 2015

June 2015

Powerful and useful tool for use throughout the company

Product Quality

Product Quality
Quality

Throughout our company different departments make use of InsightSquared in different ways. InsightSquared delivers useful information. Within my team / department it is important to have a good overview of sales figures. This includes non financial figures pulled through our CRM system Bullhorn. This way we can keep up with our sales targets and at the same time view our financial stats which show us estimates of what our commission will look like.

Pros

- It's an easy to use tool.
- It integrates really well with our CRM system Bullhorn

Cons

Data will take several hours to pull from our CRM system. If I see that certain things have been changed on our CRM system, it will still take several hours until I will be able to see this linked to the rest of my stats on InsightSquared

Review Source: GetApp
 

Justina

May 2015

May 2015

Great sales tool to keep the sales team engaged

Product Quality

Product Quality
Quality

InsightSquared is a powerful sales tool that can help the sales team make data driven decisions. The tool is great in helping the sales team manage and track their sales pipeline and create forecasts to anticipate future sales performance. The sales team has become more engaged and we'e seen significant improvement with performance over the years.

Pros

- provides powerful data insight
- dashboard makes it easy for sales team to get immediate feedback on sales pipeline progress

Cons

- because it's such a powerful tool, it can be difficult to understand what all the features do. I'm sure there are still features yet to be discovered!

Review Source: GetApp
 


May 2015

May 2015

Fantastic Tool for Sales Insights!

Product Quality

Product Quality
Quality

At our company InsightSquared is used by our sales department and company management to track overall sales performance, to highlight individual sales performance and to help us meet our monthly and quarterly sales targets. It provides a lot of visibility into our goals which was not possible to easily see in Salesforce, through which the data is pulled. It provides the clearest and easiest to assess method of ranking the sales performance of individuals against each other.

Pros

Large set of amazing features and customer support that's great! Has really helped our team

Cons

Doesn't support desk.com for their new support tracking product, which means we can't utilise it in the same way we have for our sales metrics

Review Source: GetApp
 

Monika

May 2015

May 2015

Great tool for sales associates!

Product Quality

Product Quality
Quality

I use this software to help keep me on track with all of my prospects and overall sales performance.

Pros

- Great Metrics
- As a sales associate, I can track all of my calls and emails per month
- I like that I can filter my sales activities, and view all of my "aged leads" this view really helps me stay on track with which prospects I need to re-engage

Cons

- Wish it updated faster, it usually takes a few hours for my activities/progress to be updated
- Filters have recently changed

Review Source: GetApp
 

Mona

April 2015

April 2015

Great Tool for Any Sales Professional!

Product Quality

Product Quality
Quality

I use this software to track my sales performance and pipeline in an inbound sales environment at a tech start up.

Pros

Awesome metrics--> deal size, close date, close rate, activity tracking, comparative analytics

Cons

The filtering system was just changed, and I am not a fan of it now. You cannot see the options fully available to you, like you could before.

-This is a pricey software.

Review Source: GetApp
 

Kerstin

April 2015

April 2015

versatile and easy to use - great tool for smaller sales companies

Product Quality

Product Quality
Quality

I work within the Sales area of a recruitment company. I mainly use Insight Squared on an individual user level (especially the Labs function to forecast commission or analyse my sales figures for any time frame I chose - you can change time frames with a click of a button). It's also great to compare an individual users performance in comparison to colleagues.
You can also Insight Squared on a departmental or company wide level.

Pros

very easy to use, very versatile

Cons

I do like cake style and colourful diagrams so this would be a nice-to-have

Review Source: GetApp
 

Josh

April 2015

April 2015

Great for Small Businesses

Product Quality

Product Quality
Quality

We are a smaller staffing start-up and InsightSquared has been great for us. It is very intuitive and easy to use for those non-experience in BI reporting, but also has the depth to get the desired analytics an experienced user or owner would need.

Pros

Ease of use, great visual representation of data, depth of data available is awesome.

Cons

Sometimes hard to link data. Numbers from our CRM don't always line up perfectly.

Review Source: GetApp
 

David from Parsely, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2015

March 2015

Great Product

Product Quality

Product Quality
Quality

I really enjoy using Insightsquared to track all of my data. Knowing my activities levels is great along with the custom dashboards.

Pros

Custom dashboards, easy usability, all data in one place

Cons

There are not really any cons

Review Source: GetApp
 


March 2015

March 2015

Easy to use Analytics Tool

Product Quality

Product Quality
Quality

We're currently using the system for our SaaS solution data, but are looking to use it firm-wide (we're an accounting firm) to help with revenue forecasting and better track business development outside of the sales department. It was huge in revealing so many of the issues we had in the ways we were collecting data. Now that the clean-up is wrapping up, we're getting into the data and the analysis it provides has been huge for our sales directors and managers.

Pros

Ability to create dashboards, support is always quick to respond to any issues and happy to help

Cons

No real-time sync, also limited ability to customize reports myself (but support is always quick to respond to any changes I request).

Review Source: GetApp
 

Aidan from EventMobi
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2015

January 2015

Very slick App

Product Quality

Product Quality
Quality

Insight Squared makes my life easier.
From over all team reporting to my own personal metrics. I work in sales and so the reporting tells me exactly what I should be working on and what opportunities may be at risk. In the past I used to manage these things on my own independently and since using Insight squared, I have seen my sales success increase!

Pros

Everything is laid out for me and updates by itself, there is no work required to get the data that I need to see fast

Cons

There is no real time sync set up with Salesforce and so if I change something, it can take an hour to reflect.
This is incredibly minor though

Review Source: GetApp
 

Austin from EventMobi
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2015

January 2015

Prioritize your day the data driven way with InsightSquared

Product Quality

Product Quality
Quality

Great product helps me maintain my sales pipeline and make data driven decisions so I can prioritize my day.

Pros

Great visualization tool!

Cons

I wish it would update in real time with salesforce

Review Source: GetApp
 

Elise from EventMobi
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2015

January 2015

Smart, smooth, and very easy to use

Product Quality

Product Quality
Quality

LOVE InsightSquared! They are super helpful if you ever have any questions, and the product speaks for itself. It's smart, smooth, and very easy to use even for those of a less-technical background. Our sales team uses it every day, and I love having it in the palm of my hand using their app.

Pros

User-friendly
Easy to maneuver
Great widgets (drag and drop for personal view)
App is great!

Cons

The integration with Salesforce takes a bit of time to speak back and forth, but not a substantial delay or anything.

Review Source: GetApp
 
 
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