InsightSquared

Third time user of InsightSquared

What do you like best? Insight Squared was recommended to me by a board member at least six years ago and I've used them at every company since. I love the continuous dashboard visuals and predictive nature of close rates by sales member, team and organization while being much more user friendly than salesforce. The icing on the cake is that there is incredible customer service when needed. What do you dislike? Fantastic product, I cannot think of anything in particular. ...

InsightSquared is a Crucial Sales Analytics tool

What do you like best? Powerful, intuitive pre-built dashboards to analyze sales team performance. It makes it possible to answer any question I (or any member of my team) have while also prompting me to ask questions I hadn't thought of yet. What do you dislike? Getting it set up takes a bit of sales ops time. It is a bit challenging that you have to go to another platform as opposed to just Salesforce for our reps, but those are tiny issues. What problems are you solving with ...

Fantastic Sales Analytics Tool that Provides Actionable Insights and Comprehensive Reporting

What do you like best? InsightSquared is incredibly intuitive to use immediately. The platform makes Salesforce data far more usable by allowing for various pivots that break down our opportunities on a granular level. The platform is really helpful for analyzing historic trends to better forecast future performance. Any time I'm frustrated with reporting and dashboarding in Salesforce I know I can get a better answer faster by using InsightSquared. Everyone I've worked with at ...

Excellent Product, Excellent Service!

What do you like best? InsightSquared is delivering on that elusive combination of sales and marketing analytics bringing us closer to a true SSOT all while delivering excellent CS, an easy implementation, and a beautiful UI! What do you dislike? Nothing yet! The tool is a bit more expensive than the competitors, but you definitely get what you pay for. Recommendations to others considering the product: Absolutely get the trial and consider the Olono integrations What ...

Insight Squared brings actionable insights to the forefront

What do you like best? The Insight Squared solution is appropriately named. Unlike BI solutions, one does not have to seek an actionable insight because it is visible right up front. There are not only charts and data that can be exported, but the actual insight appears right in the heading on the page. What do you dislike? There is not much to actually dislike about Insight Squared. If there was anything to add, I would say more predictive analytics around what action to take on a ...

Analytics in just a click!

What do you like best? Easy of use and customization. Reports are super helpful from the title to the chart and data table below. Dashboards are great to keep reports together based on their purpose. They even offer model dashboards, making it super easy to quickly create insightful and useful metrics. What do you dislike? We had some issues before getting timely responses from our account manager. Since we've been reassigned, Lynn has been super helpful and quick to answer questions. ...

Great insight on sales KPIs

What do you like best? The set up was so quick and value was delivered really fast. Plenty of reports, KPIs, information... all you need to manage your sales team with decision based on KPIs and not opinions or feelings. Also very easy to use, today is a every-day basic tool for our team. What do you dislike? I miss more agility to create goals, subgoals... a sales plan, a financial plan, a manager plan... don’t get me wrong, there are ways to do it, it’s just it is a little bit more ...

User friendly, easy to navigate, great customer success program

What do you like best? IS2 is great for answering quick questions or checking validity on assumptions. It's easy to navigate and change between different currencies. Additionally, their customer success team is outstanding. Involving tech support when needed, but also just incredibly responsive and quick. What do you dislike? I'd like the ability to customize the format my data export would come in. Recommendations to others considering the product: Great tool to easily answer ...

InsightSquared is a great tool

What do you like best? Plugged it in and got data right away. That rarely happens when using a 3rd party Salesforce App. Great tool for managing pipeline. What do you dislike? Rep adoption is low, and they aren't getting the benefits of the platform. What problems are you solving with the product? What benefits have you realized? Pipeline insight. Rep v Rep performance. Sales by Product Family. PIpeline flow is a great report.

Transforming how you view sales data.

What do you like best? Automation of reporting and support response time. What do you dislike? flexibility in reporting being mainly professional services cost and not part of support contract. Recommendations to others considering the product: Ensure you have an experience sql developer on team for custom reports. What problems are you solving with the product? What benefits have you realized? Doing custom reports. IS2 has allot more functionality benefits using Slate ...