InsightSquared
Sales Performance Analytics for High Growth Companies
4,6 /5 (51 avaliações) Escreva uma avaliação!
InsightSquared informs our best decision making
Vantagens
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.
Desvantagens
No negatives on InsightSquared, it has become a part of our sales conversation and organization.
Great Reporting and Visualization
Positive, for my needs.
Vantagens
I like the intuitive nature of the reporting and dashboards. It makes board prep easy and internal reporting a breeze.
Desvantagens
It requires SalesForce to be pristine, and small changes can throw everything off.
Impressive
Vantagens
A very impressive tool to help a sales orginization
Desvantagens
Make sure you know what you are getting into before starting. Only as good as the data you have in the crm.
Great overlay of Salesforce
Vantagens
Takes standard SFDC objects to capture KPI data
Desvantagens
Lacks all the bells and whistles from Slate
Best BI and Sales Analytics Tool Available Today
Simple Yet Powerful Sales Analytics Tool
Vantagens
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.
Desvantagens
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.
The ultimate sales dashboard tool
This tool is central to monitoring our sales activity and performance
Vantagens
Extremely easy to use. Time stamps salesforce changes to create robust pipeline tracking. Can have custom buildouts done
Desvantagens
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
Great Visualizations and Personalization Options
I use insight squared to track my progress regarding outbound calls, submissions, interviews and placements.
Vantagens
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!
Desvantagens
This software is not the most user friendly and keeping all the various cards and tables updated can become cumbersome.
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.
Vantagens
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.
Desvantagens
It’s not terribly intuitive. You will need training, and the training again after to play with it awhile.
The additional reporting capabilities that Insight Squared provides makes pipeline management easy.
Vantagens
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.
Desvantagens
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.
Powerful and useful tool for use throughout the company
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.
Vantagens
- It's an easy to use tool.
- It integrates really well with our CRM system Bullhorn
Desvantagens
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
Customized and analytical reports for a clear appreciation of sales performance
InsightSquared is a robust tool that we've benefited greatly from since we started using it and integrating it with Salesforce. It has been effective in constantly organizing and measuring the performance of our sales teams, and its reports are highly customizable, providing us with everything we need to know about sales processes and results. He has become an indispensable resource in our organization from which we have derived benefits without fail or hindrance. It is an incredible tool to have a clear idea of the day-to-day business as far as sales management is concerned. It integrates well with other programs to get the most out of its features and its reports are customizable, simply recommended for any type of company or organization.
Vantagens
InsightSquared is an effective resource for constantly tracking sales, it has features, functions and analytics that make this software a reliable and secure solution to have a clear and real time appreciation of what is happening in our business in everything related to the sales process. It has everything we need and even more, in a unified platform, which also effectively integrates with Salesforce, making it even more enjoyable.
Desvantagens
There is a certain learning curve to overcome in order to start making the best use of each function offered by this excellent resource, once it has been overcome it has been greatly simplified for us.
Insight Squared: invaluable when managing rapid growth
Vantagens
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.
Desvantagens
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.
InsightSquared: excellent for optimizing sales processes!
Since using InsightSquared we have seen several benefits, including: improvements in our workflows, better management of sales processes, improved organization of sales teams, and real-time insight into sales performance. We have integrated it with Salesforce and it has operated flawlessly. It's an effective tool for learning about sales performance in real time and optimizing the processes that are carried out in sales management. It's worth it.
Vantagens
In my organization, InsightSquared is used to track and monitor our sales performance in real time. Our adaptation with this program has been very fast and effective, it integrates well with our Salesforce, it is easy to use and has excellent functionalities and analytics to be always aware of the reality of our business.
Desvantagens
It's a pretty robust software, so it has a steep learning curve to overcome to get the best out of its features.
Extremely insightful information at the tip of your hands without having to do anything.
Helping sales team improve sales, therefore helping company grow.
Vantagens
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.
Desvantagens
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.
Robust!
Good customer service - very prompt!
Vantagens
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.
Desvantagens
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.
Broad array of metrics but limited customization
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.
Vantagens
UI, out of the box dashboards
Desvantagens
Limited customization
Great tool for analyzing Sales metrics!
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!
Vantagens
It's easy to use, tons of pre-built reports and dashboards make it easy to get ROI immediately!
Desvantagens
Some configurations can be tricky to ensure the data is perfect.
Head of Business Operations
Vantagens
Very easy to use, very reliable, generates sales driven insights and is heavily leveraged by the entire leadership group
Desvantagens
Could be more customizable, very long and heavy implementation time, requires corporate education to truly implement
Unmatched Platform in Its Space
5 stars.
Vantagens
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.
Desvantagens
The admin side of it takes some significant setup, which should be expected from this kind of software.
Insightful application
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.
Vantagens
The graphs, variety of data and pre-built reports are all great.
Desvantagens
The ability to save specific reports and manage filters more efficiently would be welcomed.
New and very happy InsightSquared user.
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.
Pipeline and activity insight at a glance
Vantagens
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.
Desvantagens
There are some limitations to customization but the platform is constantly being updated. The platform isn't as nimble was we originally thought.
Product that makes an Impact on your business!
Vantagens
flexible and gets you information that makes an impact on your business!
Desvantagens
I dont have more time to spend reviewing all that it has to offer
Fantastic Tool for Sales Insights!
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.
Vantagens
Large set of amazing features and customer support that's great! Has really helped our team
Desvantagens
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
Easy to use Analytics Tool
We're currently using the system for our SaaS solution data, but are looking to use it firm-wide (we're an accounting firm) to help with revenue forecasting and better track business development outside of the sales department. It was huge in revealing so many of the issues we had in the ways we were collecting data. 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.
Vantagens
Ability to create dashboards, support is always quick to respond to any issues and happy to help
Desvantagens
No real-time sync, also limited ability to customize reports myself (but support is always quick to respond to any changes I request).
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.