All InsightSquared Reviews

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User Profile

Jacco

Verified reviewer

Photography, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2018

InsightSquared informs our best decision making

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.

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.

Anonymous

51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Anonymous

201-500 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2022

Had to move on

PROS

Does a lot of things pretty well, nothing great. While we worked with them they were very focused on migrating legacy clients onto new platform (Olono), and so our overall experience was dampened by not being in focus for them.

CONS

Fairly buggy, not the most flexible but flexible enough. They expose a lot of backend which is helpful for more advanced admin work.

User Profile

Cory

Verified reviewer

Computer Software, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed 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.

Anonymous

201-500 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed July 2020

Great overlay of Salesforce

PROS

Takes standard SFDC objects to capture KPI data

CONS

Lacks all the bells and whistles from Slate

User Profile

Shivakant

Verified reviewer

Computer Software

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed 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.

User Profile

Benton

Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

The ultimate sales dashboard tool

This tool is central to monitoring our sales activity and performance

PROS

Extremely easy to use. Time stamps salesforce changes to create robust pipeline tracking. Can have custom buildouts done

CONS

Only con is that you can't change the style of charts on your own, i.e. you can't build your own custom charts. You can go through their development team, but it takes time and money

Anonymous

501-1,000 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed July 2020

Great Visualizations and Personalization Options

I use insight squared to track my progress regarding outbound calls, submissions, interviews and placements.

PROS

I love the visuals. They are absolutely phenomenal. I also love the ability to customize anything (cards, view, colors, etc). If you're looking to track different factors related to production, this is a fantastic option!

CONS

This software is not the most user friendly and keeping all the various cards and tables updated can become cumbersome.

User Profile

Lance

Verified reviewer

Computer Software, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

FUNCTIONALITY

5

Reviewed April 2019

It’s all in the implementation

I’d use it again if company wanted to provide it. I’m not sure I’d choose it.

PROS

Software provides good insight in SF data. Great tool for really looking at your sales data to find trends beyond what SF provides. Great graphing, great ways to look at data at a macro and at a micro level.

CONS

It’s not terribly intuitive. You will need training, and the training again after to play with it awhile.

User Profile

Jennifer

Verified reviewer

Computer Software, 51-200 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Anonymous

201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2020

Great Reporting and Visualization

Positive, for my needs.

PROS

I like the intuitive nature of the reporting and dashboards. It makes board prep easy and internal reporting a breeze.

CONS

It requires SalesForce to be pristine, and small changes can throw everything off.

Reason for choosing InsightSquared

Worked well for our needs.

Steve

Financial Services, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed 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.

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