InsightSquared Reviews

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.

No negatives on InsightSquared, it has become a part of our sales conversation and organization.

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.

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.

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.

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

A very impressive tool to help a sales orginization

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

Takes standard SFDC objects to capture KPI data

Lacks all the bells and whistles from Slate

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.

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.

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

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

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!

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

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.

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

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.

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.

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.

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.

My favorite piece of the software is the dashboard that shows my entire sales for the year. This gives me an accurate measure at how much I need to close in order to hit my numbers.

Salesforce and InsightSquared have a direct connection, but if I make a change to the dollar amount value in my opportunity, it doesnt auto update - i am required to manually enter the new dollar change.

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

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

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.

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.

UI, out of the box dashboards

Limited customization

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

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

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

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

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.

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

No pros were added to this review

No cons were added to this review

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

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

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.

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

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

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

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

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

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

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

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

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