InsightSquared

I use IS2 to track sales actuals to quotas

What do you like best? i love how i can have multiple sub goals assigned to an employee. And Jessica Foley is a great resource when I have questions. The support team is super responsive, too. What do you dislike? i find it little tough to change or configure some settings. whether its knowing where its located or how it affects different reports. What problems are you solving with the product? What benefits have you realized? we're solving our issue with transparency

Love the level of customization with the dashboards. Ideal for any business analyst.

What do you like best? Graphical flexibility and customization, and the ability to pivot otherwise difficult to analyse datasets in Salesforce. It also allows myself and other users within my team to save time on creating professional financial and sales operations representations for our management and board presentations. This would otherwise need to be done with additional software and can be time consuming. Instead, the output produced by IN2 is pure quality which cuts out the need ...

The InsightSquared tool is a fantastic add on to Salesforce

What do you like best? The support team are second to none and are always on hand to help with any questions I have. What do you dislike? Adding Goals can be tricky at the beginning but is easy once you know what you are doing. What problems are you solving with the product? What benefits have you realized? By using InsightSquared I am able to quickly see where we are in relation to goals set. It also saves me countless hours by automatically making sense of the data.

Time to Value: 24 Hours

What do you like best? InsightSquared out-of-the-box reports and analytics provide amazing insights to our sales organization, almost immediately after becoming a customer. With InsightSquared, we have much more visibility to our pipeline, sales process, wins and failures - which we didn't have before / had to invest a lot of time to build our own way to measure and track this. They have a dedicated sales/CS/Implementation team that helped do the implementation fast and effective. ...

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 you sales team with decision based on KPIs and not opinions or feelings. What do you dislike? Some reports are so complex that you really need to focus to understand them. What problems are you solving with the product? What benefits have you realized? Visibility on sales teams performance. Getting to understand the real problems: ¿is ...

Wish I Had This Tool In Previous Lives

What do you like best? Love the easy to understand graphics, flexibility, simplicity, explanations of what each graph/chart means and how to use, that it integrates into Salesforce as a tab, provides insights that we can't easily get out of Salesforce. I think the level of investment is also reasonable and the potential ROI far exceeds the investment we've made. I'm sure there's more but this is what comes off the top of my head. Having this level of analytics and flexibility could have ...

InsightSquared has been great!!

What do you like best? Plug and play with SFDC. Out of the box reports. Insight into pipeline. Scorecard feature. What do you dislike? Sales reps don't access the information enough, perhaps because the tab is separate. Can you integrate with homepage dashboards? What problems are you solving with the product? What benefits have you realized? Pipeline visibility. Rep performance.

Powerful and easy visualization of sales performance

What do you like best? When I want to adjust the view of what I'm targeting, it's one or two clicks. I'm never hunting for the controls, because everything is right there. What do you dislike? It's not a big thing, but I don't need to be told when there's a new user that isn't licensed. What problems are you solving with the product? What benefits have you realized? The ability to see the pipeline and call out inaccuracies in stages or close dates on opportunities allows us to ...

InsightSquared makes metrics easy!

What do you like best? Ease of the platform - Simple to navigate and find exactly what you want, for individuals or your team as a whole What do you dislike? Nothing at this point. I’m finding it to be a system that I use daily without complications. What problems are you solving with the product? What benefits have you realized? It’s a great tool to help my recruitment team understand where they’re at on the board any time.

Insight Squared = Powerful

What do you like best? I love that for sales pipeline data we can choose a snapshot in time. What do you dislike? not much... my only dislike is I do not have time to delve into all aspects of the application. What problems are you solving with the product? What benefits have you realized? the limitations within Salesforce reporting