InsightSquared Features

InsightSquared

Sales Performance Analytics for High Growth Companies

4.69/5 (43 reviews)

InsightSquared Feature Summary

  • Sales forecasting
  • Pipeline management
  • Sales retrospective reports
  • Pipeline trend analysis
  • Sales rep KPI analysis
  • Suite of Campaign and Lead reports.
  • Marketing Campaign Analysis
  • Customer support trend anaysis
  • Employee Scorecards & goal tracking
  • Customer case management and analysis
  • Employee activity dashboard
  • Customer rep KPI analysis
  • Daily Lead Gen reports
  • Customizable reports
  • Revenue and Expenses reports
  • Employee scorecards and sales coaching
  • Insight Feed* and scheduled email alerts
  • Leaderboard
  • Mobile

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Mobile apps

iOS App


49 reviews

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Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

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InsightSquared Feature Reviews

25 reviewers had the following to say about InsightSquared's features:

Anonymous
Business Analyst (Internet company, 11-50 employees)
Verified Reviewer

immediate value

2014-09-24

I use it every day to analyze data and find gaps between sales, marketing, or the business in general.

Pros

Setting up reports, user friendly, in depth insight, customizability, immediate value

Cons

N/A

Source: GetApp
Helpful?   Yes   No
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Anonymous
Senior Operations Specialist ( company, 51-200 employees)
Verified Reviewer

Easy to use Analytics Tool

2015-03-12

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).

Source: GetApp
Helpful?   Yes   No
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Thorben Grosser

Verified Reviewer

Save yourself time and frustration with Salesforce reporting

2014-10-18

IS2 is the perfect tool for SMBs who want to make smart, data-driven decisions.

Pros

Easy to use Deep insights Many freebies

Cons

Not real-time, a 2-3 hour delay is built-in.

Source: GetApp
Helpful?   Yes   No
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Jonathan Bunford

Great tool for analyzing Sales metrics!

2016-10-04

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering InsightSquared

Take the time to implement properly from the beginning.

Source: Capterra
Helpful?   Yes   No
Read more
Josh Costello

Verified Reviewer

Great for Small Businesses

2015-04-13

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.

Source: GetApp
Helpful?   Yes   No
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Elise Taylor, B.A.

Verified Reviewer

Smart, smooth, and very easy to use

2015-01-23

It's smart, smooth, and very easy to use even for those of a less-technical background.

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.

Source: GetApp
Helpful?   Yes   No
Read more
Austin Coffin

Verified Reviewer

Huge game changer

2014-12-11

InsightSquared has been a real game changer for our inside team.

Pros

Clean, crisp reports Easy to understand dashboard Unlimited potential

Cons

It would be nice to be able to use the live screen mode outside of Salesforce

Source: GetApp
Helpful?   Yes   No
Read more
Ted Engel

Verified Reviewer

Great App - Easy to Use

2014-12-08

i like the ease of use and accuracy of the data.

Pros

Ease of use

Cons

Not real time.

Source: GetApp
Helpful?   Yes   No
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Anonymous
(Hospital & Health Care company, 51-200 employees)

Unmatched Platform in Its Space

2018-08-14

5 stars.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Aidan Ryan

Verified Reviewer

Very slick App

2015-01-28

From over all team reporting to my own personal metrics.

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.

Source: GetApp
Helpful?   Yes   No
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Jacco de Bruijn

InsightSquared informs our best decision making

2018-12-03

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Austin Schaefer

Verified Reviewer

Prioritize your day the data driven way with InsightSquared

2015-01-23

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

Source: GetApp
Helpful?   Yes   No
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David Aronica

Verified Reviewer

Great Product

2015-03-23

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

Source: GetApp
Helpful?   Yes   No
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Jonathan Bunford

Verified Reviewer

InsightSquared Review

2014-10-30

From our sales team to our marketing team it helps us stay on track and keep engaged.

Pros

Great full-screen mode available in Salesforce Ability to make custom dashboards to show what is important to you Very responsive support team

Cons

Would like to be able to use the live screen mode outside of Salesforce Would be nice to change task filters more easily then having to contact support (though they're quick when the time arises)

Source: GetApp
Helpful?   Yes   No
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Emery Mathieson

New and very happy InsightSquared user.

2016-10-06

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mona Trabelsi

Verified Reviewer

Great Tool for Any Sales Professional!

2015-04-27

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.

Source: GetApp
Helpful?   Yes   No
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Oded Porath

Head of Business Operations

2017-10-10

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Anonymous
Regional Director (Computer Software company, 51-200 employees)
Verified Reviewer

Insightful application

2016-09-27

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering InsightSquared

I would definitely invest in InsightSquared for a sales team.

Source: GetApp
Helpful?   Yes   No
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Anonymous
Web Campaigns Manager (Computer Software company, 51-200 employees)
Verified Reviewer

The greatest thing about InsightSquared?

2015-09-29

Bookings, BDR activity, you name it.

Pros

Ease of use Visualizations Dashboards Filtering

Cons

Improve the loading time

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
Read more
Millie Chow

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

2017-06-08

Can find reviews on many softwares

Pros

They can easily drill into the data to manage their pipeline and opportunities.

Cons

Deal size ranges on the deal size report can't be customized.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Shivakant Dubey

Best BI and Sales Analytics Tool Available Today

2018-03-21

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Charlie Gerrior

Dashboards galore!

2018-11-15

Pros

Easy to create various dashboards and charts.

Cons

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

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

Powerful and useful tool for use throughout the company

2015-06-05

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 integrates really well with our CRM system Bullhorn

Cons

Data will take several hours to pull from our CRM system.

Source: GetApp
Helpful?   Yes   No
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Kat Lazzaro

Robust!

2018-07-24

Good customer service - very prompt!

Pros

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.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Get Data-based answers to your Pipeline Questions

2018-08-08

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more