InsightSquared
About InsightSquared
InsightSquared’s sales intelligence solution is the “operating system” for high-growth sales teams. It empowers sales operations leaders to help their executives produce reliable forecasts, understand pipeline trends, and maximize rep impact.
Key benefits of InsightSquared
-Become a more accurate forecaster
-Better manage your pipeline
-Coach reps more effectively
-Track activities to see top performers
-Measure your entire funnel from leads to deals
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51 Reviews
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- Industry: Information Technology & Services
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Great for Small Businesses
Reviewed on 13/04/2015
We are a smaller staffing start-up and InsightSquared has been great for us. It is very intuitive...
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.
- Industry: Hospital & Health Care
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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- Likelihood to recommend 10.0 /10
Sales forecasting at your fingertips
Reviewed on 29/07/2021
Problem solved: accurate forecasting for myself and for my manager while allowing me to stay on...
Problem solved: accurate forecasting for myself and for my manager while allowing me to stay on track for my sales goals.
Pros
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.
Cons
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.
- Company size: 51–200 Employees
- Used Weekly for 6-12 months
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- Ease of Use
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- Likelihood to recommend 7.0 /10
Data tracking is amazing
Reviewed on 9/11/2017
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.
- Industry: Computer Software
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- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Insight Squared: invaluable when managing rapid growth
Reviewed on 22/09/2015
Pros
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.
Cons
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.
- Company size: 11–50 Employees
- Used Daily for 1+ year
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- Ease of Use
- Likelihood to recommend 10.0 /10
Robust!
Reviewed on 24/07/2018
Good customer service - very prompt!
Good customer service - very prompt!
Pros
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.
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.
InsightSquared FAQs
Below are some frequently asked questions for InsightSquared.Q. What type of pricing plans does InsightSquared offer?
InsightSquared offers the following pricing plans:
- Pricing model: Free Version, Subscription
- Free Trial: Available
Contact Insight Squared for pricing details.
Q. Who are the typical users of InsightSquared?
InsightSquared has the following typical customers:
2–10, 11–50, 51–200, 201–500
Q. What languages does InsightSquared support?
InsightSquared supports the following languages:
English
Q. Does InsightSquared support mobile devices?
InsightSquared supports the following devices:
Q. What other apps does InsightSquared integrate with?
InsightSquared integrates with the following applications:
Bullhorn ATS & CRM, Marketo Engage, Salesforce Sales Cloud, Zendesk Suite
Q. What level of support does InsightSquared offer?
InsightSquared offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support
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