InsightSquared Software

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.

Pros

Easy to create various dashboards and charts. Useful tool for viewing/judging sales team metrics.

Cons

Since it uses data from Salesforce, it can be hard to configure.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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

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

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!

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

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