Recensioni su InsightSquared

InsightSquared informs our best decision making

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

No negatives on InsightSquared, it has become a part of our sales conversation and organization.

Impressive

Aspetti positivi:

A very impressive tool to help a sales orginization

Aspetti negativi:

Make sure you know what you are getting into before starting. Only as good as the data you have in the crm.

Had to move on

Aspetti positivi:

Does a lot of things pretty well, nothing great. While we worked with them they were very focused on migrating legacy clients onto new platform (Olono), and so our overall experience was dampened by not being in focus for them.

Aspetti negativi:

Fairly buggy, not the most flexible but flexible enough. They expose a lot of backend which is helpful for more advanced admin work.

Best BI and Sales Analytics Tool Available Today

Commenti: Simple Yet Powerful Sales Analytics Tool

Aspetti positivi:

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.

Aspetti negativi:

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

Commenti: This tool is central to monitoring our sales activity and performance

Aspetti positivi:

Extremely easy to use. Time stamps salesforce changes to create robust pipeline tracking. Can have custom buildouts done

Aspetti negativi:

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

It’s all in the implementation

Commenti: I’d use it again if company wanted to provide it. I’m not sure I’d choose it.

Aspetti positivi:

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.

Aspetti negativi:

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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Great sales tool to keep the sales team engaged

Commenti: 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.

Aspetti positivi:

- provides powerful data insight - dashboard makes it easy for sales team to get immediate feedback on sales pipeline progress

Aspetti negativi:

- 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!

Very slick App

Commenti: Insight Squared makes my life easier.
From over all team reporting to my own personal metrics. I work in sales and so the reporting tells me exactly what I should be working on and what opportunities may be at risk. In the past I used to manage these things on my own independently and since using Insight squared, I have seen my sales success increase!

Aspetti positivi:

Everything is laid out for me and updates by itself, there is no work required to get the data that I need to see fast

Aspetti negativi:

There is no real time sync set up with Salesforce and so if I change something, it can take an hour to reflect. This is incredibly minor though

InsightSquared Review

Commenti: We use InsightSquared on a daily basis. From our sales team to our marketing team it helps us stay on track and keep engaged. Our favourite feature is the full-screen leaderboard available in Salesforce!

Aspetti positivi:

Great full-screen mode available in Salesforce Ability to make custom dashboards to show what is important to you Very responsive support team

Aspetti negativi:

Would like to be able to use the live screen mode outside of Salesforce Would be nice to change task filters more easily then having to contact support (though they're quick when the time arises)

Sales forecasting at your fingertips

Commenti: Problem solved: accurate forecasting for myself and for my manager while allowing me to stay on track for my sales goals.

Aspetti positivi:

My favorite piece of the software is the dashboard that shows my entire sales for the year. This gives me an accurate measure at how much I need to close in order to hit my numbers.

Aspetti negativi:

Salesforce and InsightSquared have a direct connection, but if I make a change to the dollar amount value in my opportunity, it doesnt auto update - i am required to manually enter the new dollar change.

Extremely insightful information at the tip of your hands without having to do anything.

Commenti: Helping sales team improve sales, therefore helping company grow.

Aspetti positivi:

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.

Aspetti negativi:

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.

Great Reporting and Visualization

Commenti: Positive, for my needs.

Aspetti positivi:

I like the intuitive nature of the reporting and dashboards. It makes board prep easy and internal reporting a breeze.

Aspetti negativi:

It requires SalesForce to be pristine, and small changes can throw everything off.

Great overlay of Salesforce

Aspetti positivi:

Takes standard SFDC objects to capture KPI data

Aspetti negativi:

Lacks all the bells and whistles from Slate

Insight Squared: invaluable when managing rapid growth

Aspetti positivi:

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.

Aspetti negativi:

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.

Great Visualizations and Personalization Options

Commenti: I use insight squared to track my progress regarding outbound calls, submissions, interviews and placements.

Aspetti positivi:

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!

Aspetti negativi:

This software is not the most user friendly and keeping all the various cards and tables updated can become cumbersome.

Unmatched Platform in Its Space

Commenti: 5 stars.

Aspetti positivi:

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.

Aspetti negativi:

The admin side of it takes some significant setup, which should be expected from this kind of software.

Insightful application

Commenti: 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.

Aspetti positivi:

The graphs, variety of data and pre-built reports are all great.

Aspetti negativi:

The ability to save specific reports and manage filters more efficiently would be welcomed.

Powerful and useful tool for use throughout the company

Commenti: 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.

Aspetti positivi:

- It's an easy to use tool. - It integrates really well with our CRM system Bullhorn

Aspetti negativi:

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

Robust!

Commenti: Good customer service - very prompt!

Aspetti positivi:

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.

Aspetti negativi:

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.

Fantastic Tool for Sales Insights!

Commenti: 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.

Aspetti positivi:

Large set of amazing features and customer support that's great! Has really helped our team

Aspetti negativi:

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

The greatest thing about InsightSquared?

Commenti: Is that I have maybe had to build 2 Salesforce reports since using it, and for that it's awesome. Keeps my reps super accountable. I can see how our business is doing at any given time. Bookings, BDR activity, you name it. I'm not in sales thought and therefore not as much a power user as my colleagues.

Aspetti positivi:

Ease of use Visualizations Dashboards Filtering

Aspetti negativi:

Improve the loading time

Great tool for sales associates!

Commenti: I use this software to help keep me on track with all of my prospects and overall sales performance.

Aspetti positivi:

- Great Metrics - As a sales associate, I can track all of my calls and emails per month - I like that I can filter my sales activities, and view all of my "aged leads" this view really helps me stay on track with which prospects I need to re-engage

Aspetti negativi:

- Wish it updated faster, it usually takes a few hours for my activities/progress to be updated - Filters have recently changed

Data tracking is amazing

Aspetti positivi:

It puts all of the Salesforce data in one spot and lets you pull reports that Salesforce can't. I also love the forecasting tool.

Aspetti negativi:

It is really expensive and you can't customize everything that you need to. Also it takes 20 minutes to update data.

Save yourself time and frustration with Salesforce reporting

Commenti: IS2 is the perfect tool for SMBs who want to make smart, data-driven decisions. With Salesforce's current reporting, reporting on anything sales related is slow and tedious and generally no fun. IS2 provides you with pre-made reports that can easily be sliced and diced to report exactly on what you need. This is wonderful as is saves time and pains and does not require a lot of extra admin time.

Aspetti positivi:

Easy to use Deep insights Many freebies

Aspetti negativi:

Not real-time, a 2-3 hour delay is built-in.