
InsightSquared
Sales Performance Analytics for High Growth Companies
4,6 /5 (49 avaliações) Escreva uma avaliação!Classificação geral
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- Setor: Fotografia
- Porte da empresa: 51-200 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
InsightSquared informs our best decision making
Avaliado em 03/12/2018
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.
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.
- Setor: Software
- Porte da empresa: 201-500 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 7.0 /10
Great Reporting and Visualization
Avaliado em 10/11/2020
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.

- Setor: Software
- Porte da empresa: 11-50 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 6.0 /10
Impressive
Avaliado em 24/08/2018
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.
- Setor: Bancos
- Porte da empresa: 201-500 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 10.0 /10
Great overlay of Salesforce
Avaliado em 01/07/2020
Vantagens
Takes standard SFDC objects to capture KPI data
Desvantagens
Lacks all the bells and whistles from Slate

- Setor: Software
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 7.0 /10
Best BI and Sales Analytics Tool Available Today
Avaliado em 21/03/2018
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.

- Setor: Serviços e tecnologia da informação
- Porte da empresa: 11-50 funcionários
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
The ultimate sales dashboard tool
Avaliado em 05/12/2019
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
- Setor: Emprego e contratação
- Porte da empresa: 501-1.000 funcionários
- Usado Semanal durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 10.0 /10
Great Visualizations and Personalization Options
Avaliado em 30/07/2020
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.

- Setor: Software
- Porte da empresa: 11-50 funcionários
- Usado Semanal durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Probabilidade de recomendação 7.0 /10
It’s all in the implementation
Avaliado em 11/04/2019
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.

- Setor: Software
- Porte da empresa: 51-200 funcionários
- Usado Semanal durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
The additional reporting capabilities that Insight Squared provides makes pipeline management...
Avaliado em 06/03/2018
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.
- Setor: Emprego e contratação
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Fonte da avaliação
Classificação geral
Powerful and useful tool for use throughout the company
Avaliado em 05/06/2015
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
- Setor: Software
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Fonte da avaliação
Classificação geral
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Insight Squared: invaluable when managing rapid growth
Avaliado em 22/09/2015
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.
- Setor: Alimentação e bebidas
- Porte da empresa: 51-200 funcionários
- Usado Diariamente durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Extremely insightful information at the tip of your hands without having to do anything.
Avaliado em 11/03/2018
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.
- Porte da empresa: 11-50 funcionários
- Usado Diariamente durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 10.0 /10
Robust!
Avaliado em 24/07/2018
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.
- Setor: Serviços financeiros
- Porte da empresa: 51-200 funcionários
- Usado Diariamente durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Broad array of metrics but limited customization
Avaliado em 03/11/2016
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
- Setor: Serviços e tecnologia da informação
- Porte da empresa: 51-200 funcionários
- Usado Semanal durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
Great tool for analyzing Sales metrics!
Avaliado em 04/10/2016
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.
- Setor: Software
- Porte da empresa: 51-200 funcionários
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Head of Business Operations
Avaliado em 10/10/2017
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
- Setor: Hospitais e Saúde
- Porte da empresa: 51-200 funcionários
- Usado Semanal durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Probabilidade de recomendação 10.0 /10
Unmatched Platform in Its Space
Avaliado em 14/08/2018
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.
- Setor: Software
- Porte da empresa: 51-200 funcionários
- Usado Semanal durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
Insightful application
Avaliado em 27/09/2016
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.
- Setor: Hospitais e Saúde
- Porte da empresa: 1.001-5.000 funcionários
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
New and very happy InsightSquared user.
Avaliado em 06/10/2016
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.
- Setor: Serviços financeiros
- Porte da empresa: 51-200 funcionários
- Usado Semanal durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Pipeline and activity insight at a glance
Avaliado em 18/07/2017
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.
- Setor: Software
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Fonte da avaliação
Classificação geral
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Product that makes an Impact on your business!
Avaliado em 22/09/2015
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
- Setor: Serviços de eventos
- Porte da empresa: 51-200 funcionários
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Fonte da avaliação
Classificação geral
Fantastic Tool for Sales Insights!
Avaliado em 05/05/2015
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
- Porte da empresa: 51-200 funcionários
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Fonte da avaliação
Classificação geral
Easy to use Analytics Tool
Avaliado em 12/03/2015
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).
- Setor: Software
- Porte da empresa: 51-200 funcionários
- Usado Semanal durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 7.0 /10
Dashboards galore!
Avaliado em 15/11/2018
Vantagens
Easy to create various dashboards and charts. Useful tool for viewing/judging sales team metrics.
Desvantagens
Since it uses data from Salesforce, it can be hard to configure.
- Setor: Publicidade e marketing
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Fonte da avaliação
Classificação geral
Great sales tool to keep the sales team engaged
Avaliado em 21/05/2015
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.
Vantagens
- provides powerful data insight
- dashboard makes it easy for sales team to get immediate feedback on sales pipeline progress
Desvantagens
- 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!