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InsightSquared REVIEW

Business Intelligence Software

11 user reviews
USER SATISFACTION 100%
OUR SCORE 9.0

What is InsightSquared?

InsightSquared is a suite that offers an array of business reporting and analytics features to measure all aspects of your business including marketing, sales, customer service, financials, and staffing. The app’s sales analytics features provide deep analysis into the sales pipeline, covering sales forecasting as well as retrospective trend identification. The sales analytics reports can also be utilized to measure employee achievements and successes. They can be combined with marketing analytics information to identify lead sources, track lead generation, and measure campaign results. InsightSquared also offers a range of financial reporting, customer support, and staffing analysis insights.

Overview of InsightSquared Benefits

Insight Feed: InsightSquared offers six customizable dashboards that give a near real-time view of all your important metrics and latest trends, such as new pipeline opportunities, sales cycle warnings, employee activities, flagged data errors and more.

Sales Analytics and Reports: Use historical win rates, by employee and by stage, to predict sales and must-win opportunities. Identify emerging trends using more than 10 pre-built pivots that can be segmented and filtered. The app integrates with Salesforce for complete pipeline analysis.

Marketing Analytics: Measure progress towards lead gen goals, report on campaigns and winning lead sources, view lead to opportunity conversion rates. See a historical view of conversion rates over time, as well as trends in lead inventory over time, and more.

Financial Reporting: Get insights into emerging financial trends, and drill into specific segments and accounts. Get unified company-wide reporting, or segment by department. Integrates with Quickbooks Pro, Online, and Desktop.

Staffing Analytics: Define job orders daily, divide them by age, status, and add custom segments. View activity dashboards and employee scorecards to track progress on employee goals, and individual productivity. See which sources produce the best candidates and spot the best recruiters for every job.

Support Team Analytics: Get insights into emerging trends by analyzing historical data, filter and pivot by employee or industry, and drill down by segments and accounts. Analyze open cases by multiple filters and variables. Measure KPIs by individual sales reps.

Overview of InsightSquared Features

  • Company-wide financial reporting
  • Customer case management and analysis
  • Customer rep KPI analysis
  • Customer support trend analysis
  • Customizable reports
  • Daily lead gen reports
  • Employee activity dashboard
  • Employee scorecards and goal tracking
  • Employee scorecards and sales coaching
  • Insight Feed and scheduled email alerts
  • Marketing campaign analysis
  • Pipeline management
  • Pipeline trend analysis
  • Revenue and expenses reports
  • Sales cycle and won/lost analyses
  • Sales forecasting
  • Sales rep KPI analysis
  • Sales retrospective reports
  • Salesforce and Quickbooks integration
  • Suite of campaign and lead reports

InsightSquared Position In Our Categories

Position of InsightSquared in our main categories:

20

InsightSquared is one of the top 20 Business Intelligence Software products

50

InsightSquared is one of the 50 Marketing Software products

20

InsightSquared is one of the top 20 Sales Software products

20

InsightSquared is one of the 20
Business Intelligence Software products

50

InsightSquared is one of the 50
Marketing Software products

20

InsightSquared is one of the 20
Sales Software products


InsightSquared is also listed in the following subcategories:

Category:Position:Category:Position:
Campaign Management Software#8
Category:Position:
Campaign Management Software#8

There are popular and widely used applications in each software category. But are they essentially the best fit for your enterprise’s specific needs? A popular software solution may have thousands of subscribers, but does it provide what you need? For this reason, do not blindly spend on popular systems. Read at least a few InsightSquared reviews and consider the factors that you want in the software such as the fees, main features, available integrations etc. Then, select a few apps that fit your needs. Try out the free trials of these products, read online reviews, get explanations from the maker, and do your homework meticulously. This profound research is sure to help you find the most excellent software platform for your firm’s specific wants.

How Much Does InsightSquared Cost?

InsightSquared Pricing Plans:
Free trial
Quote-based Plan
Contact vendor

InsightSquared offers three scalable custom plans whose pricing depends on the platform you chose, the packages you pick, and the slate you add. Once you have made your selection, you can then request for the price. You can contact the vendor for more details. Below are the plan components:

Platforms

  • Starter
  • Professional
  • Enterprise

Packages

  • Sales Analytics
  • Sales Development Analytics
  • Demand Gen Analytics
  • SaaS Analytics
  • Additional Connectors
  • Staffing Analytics

Slate

  • Slate Builder
  • Slate Data Warehouse
  • Slate Connectors

User Satisfaction

We realize that when you make a decision to buy Business Intelligence Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and InsightSquared reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with InsightSquared. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

52

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

Devices Supported
  • Android
  • iPhone/iPad
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING

InsightSquared User Reviews

What are InsightSquared pricing details?

InsightSquared Pricing Plans:
Free trial
Quote-based Plan
Contact vendor

InsightSquared offers three scalable custom plans whose pricing depends on the platform you chose, the packages you pick, and the slate you add. Once you have made your selection, you can then request for the price. You can contact the vendor for more details. Below are the plan components:

Platforms

  • Starter
  • Professional
  • Enterprise

Packages

  • Sales Analytics
  • Sales Development Analytics
  • Demand Gen Analytics
  • SaaS Analytics
  • Additional Connectors
  • Staffing Analytics

Slate

  • Slate Builder
  • Slate Data Warehouse
  • Slate Connectors

What integrations are available for InsightSquared?

InsightSquared supports the following integrations:

  • Zendesk
  • Salesforce
  • Quickbooks
  • Bullhorn

User reviews


User reviews in total: 11

9
2
0
0
0

Average Rating:

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The most favorable review

Lucia

3 weeks ago


Pros: I like the dashboards. They're very easy to customize. I can come up with a with a bunch of reports the moment I log in. That way, I get to see the things that are essential to me the moment I'm in the platform.

Cons: It would've been a bit simpler generating new reports. I frequently see myself sticking to reports that I've scheduled beforehand. This is opposed to making new ones in generating insights. This may likely be the result of the user instead of the tool itself.

The least favorable review

Terrell

9 months ago


Pros: I've been in the sales field for more than a decade now. I like how you get to have a single source to cater to your tracking needs. I can comprehensively look into an area compared to moving one report to the next. Great things, really.

Cons: I'm in the process of learning it. So I'm not at all sure if I'm seeing the things I want to really view. I was hoping the system would have real-time updates. The further I get to know more about it quickly, the simpler it'll be in viewing my efforts.

Published 3 weeks ago
Verified
user
I like the dashboards. They're very easy to customize. I can come up with a with a bunch of reports the moment I log in. That way, I get to see the things that are...



What do you think about this review? Great Poor
Published 1 month ago
Verified
user
I'm able to look into each sales cycle aspect, patterns of behavior for every sales person, and remain focused on our goal. I like how I'm able to send in reports to...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
InsightSquared makes it possible for us to go knee deep in our data. It helps us comprehend the "why" and what's going on behind the numbers. Win rates and coversation...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
I made a purchase of InsightSquared twice. And that's for two companies. The simplicity and ease of generating insight to my data within SFDC is insane. I like getting...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
Worth buying! InsightSquare offers fantastic charts and reports. It answers a lot of questions that a majority of sales teams are facing. Set up was a breeze.



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
See, you might get a great product one day, but it won't mean a thing without great people to work with. If there is one thing that definitely distinguishes Insight...



What do you think about this review? Great Poor
Published 9 months ago
Verified
user
It's very user-friendly. With that, it makes business intelligence all the most accessible. They've got a nice set of reporting for every module that looks into the role...



What do you think about this review? Great Poor
Published 9 months ago
Verified
user
I've been in the sales field for more than a decade now. I like how you get to have a single source to cater to your tracking needs. I can comprehensively look into an...



What do you think about this review? Great Poor
Published 10 months ago
Verified
user
Business analytics are typically overwhelming. That would be in terms of the what's currently available and determining how to make use of data. InsightSquard helped me...



What do you think about this review? Great Poor
Published 10 months ago
Verified
user
It certainly has some charts, graphs, and reports. Setup was simple. So easy to utilize. Works favorably with Bullhorn.



What do you think about this review? Great Poor

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