InsightSquared

InsightSquared

4.4
(561)
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InsightSquared helps sales operations professionals break the cycle of spreadsheets by equipping them with actionable, real-time intelligence on virtually all sales KPIs. Fast growing technology companies rely on the company's solutions to forecast more accurately, better manage pipeline, tailor rep coaching based on individual performance, and conduct data-backed planning and analysis.

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Erin B.
Validated Reviewer
Review Source

"Great insights but not very customizable"

What do you like best?

InsightSquared provides great insight into pipeline growth/melt, individual rep performance and pipeline stages where deals are stalling. This is has also helped our team to better understand deal progression patterns and improve the accuracy of our forecasts.

What do you dislike?

The implementation process felt artificially long and didn't get our team to the launch point we desired. Also, the system is not very flexible and allows for very little customization even though the data already is being pulled into the platform. Leaderboards are particularly limited.

What problems are you solving with the product? What benefits have you realized?

InsightSquared serves as our sales analytics and reporting tool - before InsightSquared, we were using Salesforce Dashboards and reports for our Quarterly Sales Reviews and rep 1:1s but found them very manual and tedious. InsightSquared solves the problem of stale data, reduces prep time for reviews and keeps our team focused on the numbers that matter, ultimately increasing rep accountability.

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Dan B.
Validated Reviewer
Verified Current User
Review Source

"Great product. Makes the life of a sales leader easy."

What do you like best?

Preset reports & dashboards that are very useful.

Very easy to manipulate based on preset filters. Can get to most of the reports I need quickly.

Great support from their CS team.

What do you dislike?

If there isn't something there, it takes some time & effort to build the new report.

The pricing can be challenging for small companies.

Recommendations to others considering the product:

There is a bit of set up time required but once you get used to how they report, and how to manipulate their charts, it is incredibly useful. But there is a lead time to learn if you are new.

That said, their CS team is really good, not just to inform about how to use their tool, but also about how to apply the data in real world scenarios and use it to make further inquiries that drive action. They have been very helpful.

What problems are you solving with the product? What benefits have you realized?

Helps us focus on our funnel metrics and addressing specific areas of our sales process to improve upon. It's bee super helpful in this area.

What Business Intelligence Platforms solution do you use?

Thanks for letting us know!
Zachary P.
Validated Reviewer
Verified Current User
Review Source

"Bridging the Gap Between Marketing Analytics and Insight"

What do you like best?

What I like most about InsightSquared is the ability to bridge the gap between data stores and create more compelling data narratives that individual systems cannot provide. As a Digital Marketer, we do not shoot from the hip - our mission is to provide context to data points and make data-driven decisions to drive growth within our organizations. InsightSquared provides the method and the technology to visualize data in ways we could not before. This includes anything from advanced Time-of-Day analysis for paid advertising (SEM) to ROI analysis on per keyword basis. The possibilities are endless and the only limitation is your own imagination.

What do you dislike?

What I dislike about InsightSquared is the integrations. InsightSquared integrates perfectly with Salesforce, but getting data from Google Analytics, Google Ads, Bing, and other third-party vendors requires manual imports of the data. I am working with my Dev's to automate this process via API but it's not very user-friendly from a marketing perspective (nor do I have the time to write the APIs myself). That said, once the data is in there, it works perfectly.

Recommendations to others considering the product:

Make sure you set your Scope of Work from the beginning. Our team was very clear on our requirements and the InsightSquared team helped us get off the ground based on what we previously stated and agreed upon. The initial setup can be daunting without a dev or database admin, so make sure you are clear with their team from the start.

What problems are you solving with the product? What benefits have you realized?

We are bridging the gap between marketing efforts and data-driven decision making. With InsightSquared, we can see how our marketing and sales campaigns are performing not just from a CTR, CPA, and conversion perspective, but also from a perspective of ROI and pipeline acceleration. With InsightSquared, we are going past vanity metrics and becoming a data-driven marketing organization.

Nathan S.
Validated Reviewer
Verified Current User
Review Source

"Great Out-of-the-Box Analytics Features for Small/Medium Orgs"

What do you like best?

InsightSquared has provided, hands-down, the best ongoing customer success and support service of any vendor I've worked with. They've spent a lot of time and effort understanding our unique business needs and helping to tailor reports/dashboards and drive adoption well after the sale and initial implementation.

What do you dislike?

- Lack of legends on dashboard charts

- Somewhat limited Admin functionality (requiring InsightSquared support for many changes)

- Occasionally difficult to determine how some report components are being derived (lowers mgmt confidence)

Recommendations to others considering the product:

InsightSquared is an excellent solution for small/medium businesses looking for dynamic reports and dashboards. However, If you primarily want predictive/forecast analytics, you may be better off with other products.

What problems are you solving with the product? What benefits have you realized?

- Improved forecasting (process for sales reps as well as overall accuracy) compared to Salesforce default

- Standardized dashboards and reports for our sales reps and sales management; allowing for streamlined forecast calls and 1:1s

- Driving a better understanding and faster action on our sales cycle, pipeline, activities, etc.

- Freeing up Sales Operations and Sales Reps' time; less need to build/customize/share reports and dashboards in Salesforce

Maxine L.
Validated Reviewer
Verified Current User
Review Source

"Fantastic Reporting and Metrics"

What do you like best?

InsightSquared is an essential tool to add on to your Salesforce instance. It takes all of your data and immediately creates useful and easy to parse reports for your team. Reports that are far easier to read and interact with than Salesforce's.

It's also easy to create new reports and have the system return exactly what you're looking for. The customer support and service has been great, and I always get a quick reply back when I send in a ticket.

What do you dislike?

It can't do everything. IS is only able to bring over one amount field from an opportunity, so if you have multiple amount fields you need to choose one.

What problems are you solving with the product? What benefits have you realized?

We were looking for a better way to gain insight into our sales pipeline and opportunity activities, without needing to create custom Salesforce reports or buy the additional Salesforce analytics package. IS has been easy to set up and implement, it's easy to give people access to the system, and the reports and insights have been A+.

Chris S.
Validated Reviewer
Verified Current User
Review Source

"Great charts - Even greater service"

What do you like best?

The Insight team has been extremely helpful in configuring and designing dashboards and reports suited for our company needs. They take what we envision in our minds and put it into an easy to manage dashboard with little to no effort.

The reports themselves have a great deal of information and with pivots it takes what we have to open 5-6 Salesforce reports and combines them into 1 easy to manage Insight report. Not only does it save time, but when the data is easy to read, the team is more likely to use it!

What do you dislike?

We would like to see better integration for Salesforce native objects like Cases. They were upfront that it is currently only Opportunities though.

Recommendations to others considering the product:

Insight is has a strong background in "best use cases" because they were with thousands of companies. If they recommend changing a process I would listen and see if you can adapt.

What problems are you solving with the product? What benefits have you realized?

We have never been able to fully see our forecasting an pipeline, but with Insight we have been able to accomplish both with ease. And with Pivots it has drastically lowered the amount of reports we need in Salesforce so the Sales reps can see their data in a cleaner fashion.

Seth L.
Validated Reviewer
Verified Current User
Review Source

"Fantastic insights to run your sales org"

What do you like best?

InsightSquared gives me excellent insights at both the macro and micro level. I can holistically see how we are doing as a company but instantly drill down to an individual rep to pinpoint strengths or weaknesses.

InsightSquared has both executive adoption to help manage and run revenue operations but also front line support. Sales managers love the ability to roll up forecasts and be more accurate but also individual reps can manage themselves. Our revenue operations manager really gets value from the ability to see and manage across the organization.

What do you dislike?

There is very little to dislike these days- use to be their predictive model for revenue wasn't great but they just released a new overhaul of this and I really like it now.

Recommendations to others considering the product:

We love InsightSquared- it's super easy to use and powerful for our revenue operations.

What problems are you solving with the product? What benefits have you realized?

We solve predicting revenue and sales success, individual performance measurement and coaching and increasingly full sales and marketing funnel cohort performance.

Andy H.
Validated Reviewer
Verified Current User
Review Source

"Great for Rev Ops "

What do you like best?

It gives us access to data in Salesforce that we wouldn't be able to analyze in the same way. Having that flexibility is super valuable to us as we identify where opportunities are getting stuck in the sales funnel, what our "best" opportunities look like and can coach our entire sales team to meet hose goals.

What do you dislike?

The one limitation with the standard package, without buying the marketing package, is not being able to see sales and marketing details in one view. It's super helpful for stuff that makes it into the funnel, but can be tough for marketing activities and reporting on them. I know InsightSquared is still refining their marketing product, but it's hard to justify two vs. having it all in one product.

Recommendations to others considering the product:

If you need a better way to understand your pipeline, manage deals, coach reps and forecast each month, take a good look at InsightSquared!

What problems are you solving with the product? What benefits have you realized?

We are able to better understand what is happening with our sales pipeline and coach our team to make the most of the pipeline they have. Understanding trends that lead to high likelihood of winning a deal vs. losing a deal is huge. Also being able to accurately forecast each month is very helpful.

Benjamin R.
Validated Reviewer
Verified Current User
Review Source

"The only tool I've used that I would gladly pay more for"

What do you like best?

Everything. It makes every single painstaking task associated with Salesforce reporting and turns it into easy to use tables & charts. I save about 5-6 hours per week due to InsightSquared and wouldn't have it any other way.

What do you dislike?

Nothing really. If I had to choose something though would be more options for the color scheme & keep the data key on the chart when its on the dashboard.

Recommendations to others considering the product:

If you spend more than an hour to run a report in Salesforce, organize the data, and analyze the data you're doing it wrong. InsightSquared will do that for you in less than a minute.

What problems are you solving with the product? What benefits have you realized?

Actually utilizing our sales data to drive data in a meaningful way. We are able to really dissect the sales process from end to end and determine where we are winning and losing to incrementally improve the sales process at each step.

Shila L.
Validated Reviewer
Verified Current User
Review Source

"Love some of the function but the price point is a detractor"

What do you like best?

the visual pop of the dashboards and the ability to see data trend over time. IS2 is being adopted more and more by our users.

What do you dislike?

The price is the biggest detractor, a price per seat model ins't optimal for a rapidly growing company. Salesforce.com is catching up to in it data modeling efforts and could easily replace you over time for us with their addition of Einstein Analytics and the better quality dashboard design and interface due to Lightning .

Recommendations to others considering the product:

N/A

What problems are you solving with the product? What benefits have you realized?

Historical trending allows us to better predict the future performance of our sales teams. However, as mentioned above, Salesforce.com is catching up to in it data modeling efforts and could easily replace you over time for us with their addition of Einstein Analytics and the better quality dashboard design and interface due to Lightning .

Carlos P.
Validated Reviewer
Verified Current User
Review Source

"Insight Square review"

What do you like best?

The ease of making updates and changes and the ability to track historical performance in a manner that provides insights and analytics to what is likely to happen. Having this level of flexibility and ability to see what is likely to occur and make real changes that will impact the outcome of the business provides for a great tool.

What do you dislike?

Using custom fields in the source data means that it is not included in the standard packages of data coming across which translates into having to pay more for getting your data and creating reports/dashboards.

Recommendations to others considering the product:

Would highly recommend this product if looking for a better way to manage KPI and the data coming from SFDC

What problems are you solving with the product? What benefits have you realized?

Clear visibility across the board for users and executives. It provides a clean view into what is currently happening while also giving a nice projection of where we are likely to end up if current trends continue. Provides for the ability to make decisions to implement changes that should yield better results down the line.

Paul G.
Validated Reviewer
Verified Current User
Review Source

"on-demand dashboards = time saving success"

What do you like best?

The ability to quickly query data based on defined dashboards and tiles that I have configured. Ability to use canned reports within the tool to get to data and graphical analysis that I can quickly leverage in needed sales and business conversations across my team and our organization.

What do you dislike?

Certain filters or more customizable filters are items I wish I had more control of in the tool. Ability to adjust goals /targets and have them reflected more easily or dynamically over time would be great from a forecasting and planning standpoint.

What problems are you solving with the product? What benefits have you realized?

IS provides us with daily and weekly views into our sales pipeline and sales process data from SFDC. Without IS we would need to leverage our SFDC admin team to query reports and build charts. With this tool we can self-serve and enable sales coaching and development conversations, run pipeline review meetings and deliver corporate updates on sales trending all with a few minor clicks. I have spent the last couple of years leveraging IS and am very satisfied with the ease of use, continuous improvement and speed of data which I now have!

Carter P.
Validated Reviewer
Verified Current User
Review Source

"InsightSquared the source of truth"

What do you like best?

InsightSquared is a fantastic tool whether you are using it to coach a rep or as the source of truth between sales, marketing and the executive team. The historical perspective and ability to accurately forecast how each rep will end the quarter and what phases of the s sales cycle they can improve in is fantastic.

What do you dislike?

There really isn't anything that we haven't been able to do with InsightSquared. Occassionally, dealing with multiple currencies and a different fiscal year can add some additional work in the configuration of reports but the ability to be live and derive value in a week or two far outweighs the additional work.

What problems are you solving with the product? What benefits have you realized?

We use Insight Squared:

- As a coaching tool with our sales reps in their one on one's

- As the source of truth between sales and marketing to look at our entire funnel

- As a dashboard to review performance at our weekly executive team meetings

Ashley M.
Validated Reviewer
Verified Current User
Review Source

"All the data you've been wanting "

What do you like best?

I love that InsightSquared takes Salesforce data and makes it digestible and actionable. There is much value to be found in reports that track pipeline movement and serve up historical data that can be compared to specified timeframes. They also have full dashboard filters that allow you to drill down into individual performance. This just scratches the surface of their functionality. The best thing about InsightSquared is that my CEO loves it and is able to get the insights she needs in real time.

What do you dislike?

Making filter edits to reports can be confusing for users. There are some places in the platform where changes are global and others where you are just applying changes to your own view. This can become confusing when someone thinks they have updated a report but it's only reflected in their own view. This is a minor complaint and is resolved with team training.

What problems are you solving with the product? What benefits have you realized?

I'm spending less time on one-off reporting requests. I'm not having to massage the raw data in a way that makes it digestible. Our executive team can pull the information they need for general insights and board meetings.

We are getting visibility into our lead and opportunity funnels that we were lacking before InsightSquard

Paul M.
Validated Reviewer
Verified Current User
Review Source

"Turn Key Visualizations"

What do you like best?

There are many things that SFDC does well. Unfortunately, they don't make it easy to generate some sales metrics like a reps close rate per stage. InsightSquared fills in these gaps and allows our Sales Ops team to focus on improving the sales cycle instead of crunching numbers.

What do you dislike?

The only downside to turn-key reporting is that it is not customizable. If the standard reports, or one of the many pivots, don't answer the question you are asking then you're out of luck. Additionally, a disadvantage in their pricing model is that you have to manage the opportunity owners (which is a subset of the SFDC licenses). As the opportunity owners change you have to update the licensing or you have missing data. I'd prefer if they had just a platform fee or mirrored the user count in SFDC.

What problems are you solving with the product? What benefits have you realized?

Our goal was to gain insights into our sales cycle. InsightSquared has given us the reporting that was either not possible in SalesForce or extremely difficult.

Stewart W.
Validated Reviewer
Verified Current User
Review Source

"Almost Perfect"

What do you like best?

InsightSquared is generally a strong sales analytics solution. We use 'Pipeline Today' reports all the time to understand and drill into our current pipeline, and the ratio reports are invaluable to our SDR function.

What do you dislike?

Multi-currency goals must be converted to the master currency prior to entry into InsightSquared. IS doesn't currently offer a live currency exchange, which would make our lives a whole lot easier, and should come as standard with an international sales analytics solution.

Recommendations to others considering the product:

If you have an international sales force operating across currencies, you may want to look elsewhere, or at least ask about multi-currency goal setting during on-boarding.

What problems are you solving with the product? What benefits have you realized?

The Sales Leadership Team utilise IS in weekly pipeline management reviews, both with the team and on an individual basis. It allows us to drill into the pipeline, understand what's real, and what's likely to drop out, and in turn deliver solid forecasts to the C-Suite

Casey C.
Validated Reviewer
Verified Current User
Review Source

"InsightSquared is my go-to sales analytics solution"

What do you like best?

InsightSquared helps enlightens me to the progress and results of our sales team well beyond Salesforce reports, and in a fraction of the time. Our team loves it and it's the only analytics app I've ever seen sales reps consistently use.

What do you dislike?

Mapping in custom fields and attributes from Salesforce to customize the reports and dashboards can be challenging.

Recommendations to others considering the product:

Trial it. You'll be amazed by the time to value and the insights you get that you've not even thought about with your Salesforce reports.

What problems are you solving with the product? What benefits have you realized?

InsightSquared gives us visibility into key leading metrics such as # of opps, win rate, deal size, and velocity - helping us see where we need to make adjustments to our approach and coach specific reps with specific actions that improve our results.

Steven N.
Validated Reviewer
Verified Current User
Review Source

"Sales Analytics tool to power home Manager 1:1"

What do you like best?

What I like best, is the fact that it gives you insight into historical trending reports - you are not locked into a "snapshot" but are able to see the whole picture from one graph either on a 1:1 level or a team level

What do you dislike?

What I dislike is that their filters don't 100% fit our use case but they do have workarounds that help support us and allow us to exclude record types that we can then add back at a later time

Recommendations to others considering the product:

We were vetting this against Salesforce Wave Analytics - Insights is more expensive but the business value speaks for itself

What problems are you solving with the product? What benefits have you realized?

The business problem we were trying to solve for was the coaching and development of our AE's. To really pinpoint their strengths and weakness - what deals they are closing with the same characteristics and which ones they are not closing.

Larry L.
Validated Reviewer
Review Source

"Good, Powerful Solution...If You Know How To Leverage"

What do you like best?

InsightSquared has been good, and is strong for providing insights into Sales KPI's and metrics related to our Sales team. I have been thrilled with the ease of running canned reports and quickly getting data and insights for our sales team and individual sales representatives.

What do you dislike?

I have run into the most difficulty with non-canned reports and capturing data, analytics and information for those unique cases where we are asked for specific data. Most recently, we were trying to capture what our Weighted Pipleine was at the start of Q3, and unfortunately, we weren't able to secure that data.

Recommendations to others considering the product:

I recommend that you dig in, and ensure that the tool is the right fit for your specific organization. It is a strong and powerful tool; however, there are some limitations on running non-canned / not out of the box reports.

What problems are you solving with the product? What benefits have you realized?

We are solving for capturing valuable data to assist with both a look back at past performance, as well as, and even more importantly, data that will allow us to plan for the future and make better decisions, as we move forward. It has been good for those purposes, and provides a lot more deeper insight and detail than what we're able to gather directly out of Salesforce.com.

Michael D.
Validated Reviewer
Review Source

"Great out-of-the-box but misses some key features"

What do you like best?

IS2 is great at creating dashboards for multiple people and maintaining them easily. It also links easily with SFDC making filtering easy.

You can easily create goals for different parts of the organization and upload them regularly

The ability to dive into one metric to understand how it is calculated / made up is valuable

What do you dislike?

Slow at data refreshes which makes it difficult to show activity level leaderboards.

Inability to customize data ranges (not simply selecting the range but selecting Forward Two Months and/or Last 2 Months)

It is difficult to have individual contributors track their commits in IS2

Recommendations to others considering the product:

Continue creating functionality that enables more customization

What problems are you solving with the product? What benefits have you realized?

Creating dashboards to keep Sales Managers aware of the business

Provides first line sales people the ability to manager their own business

Facilitate our team's ability to track performance on a regular basis, understand where we have shortcomings and strengths, leverage all the data and improve across the business

Brian C.
Validated Reviewer
Verified Current User
Review Source

"More data-driven decisions on sales performance and marketing."

What do you like best?

InsightSquared enables us to make more data-driven decision on sales performance and marketing. Our CRM has a ton of information, but the reports are simple. They’re fine for managing a pipeline, but less helpful for understanding what can be done to optimize and improve a team. I used to spend hours exporting reports from Salesforce and manipulating pivot tables to create rep views of performance and behaviors over time. Insight Squared automates all that so I can spend more time thinking about what the data means and what can be done about it.

What do you dislike?

There’s nothing I dislike about the tool. I use average trending lines in Excel often, it would be good to have that here. We have sales people in multiple countries, so I do currency conversions manually. I understand multiple currency management is a feature of the higher level package.

What problems are you solving with the product? What benefits have you realized?

The level of report customization is a key benefit. I created a global dashboard of the metrics we want on current quarter sales, pipeline and opportunity details. I duplicated it by market so country leaders can see the same data for their own teams. Another dashboard looks at rep performance to track benchmarks at each stage of the funnel and to identify where additional rep guidance, or account-based marketing, is needed.

Loss analysis used to be a periodic report activity, now its updated constantly so trends can be spotted early.

The charts and graphs are slick and perfect for presentations, saving time exporting data to Excel and then to Powerpoint. To keep execs up to date, current pipeline charts are automatically emailed Monday mornings.

Alexander S.
Validated Reviewer
Verified Current User
Review Source

"Simple platform transforms sales cycle"

What do you like best?

The IS2 platform is incredibly intuitive and makes building believable and relevant business cases easy to form. By using this solution, the sales cycle has drastically shortened and turned 'sales' calls into true 'business' calls.

Over time we have worked with the IS2 team to mold the benefits and assumptions around our solutions so that each case fits our business model. Blown away that is takes 5 minutes to build a ValueBrief that is truly presentable and is very easy to talk through.

What do you dislike?

Initially the platform was a bit wonky and glitched, but with updates and some work internally these issues have been fixed and are non-existent.

What problems are you solving with the product? What benefits have you realized?

Building business cases/ROIs for stakeholders & decision makers.

The ability to get around 'blockers' is generally a real challenge - But when using the property's ACTUAL numbers to build out these cases, there's not a lot they can say. The flexibility of the platform to show the breakdown of multi-year tiered pricing is a complete game changer.

Danny T.
Validated Reviewer
Review Source

"Salesforce data with historical insight"

What do you like best?

InsightSquared is simple to setup and easy to use for our executive teams. I like that their is a native 15 minute pull for data from Salesforce and that the help from the whole InsightSquare team has been great.

What do you dislike?

There is still a good amount of features that an admin cannot do without InsiqhtSquared.

We have also seen issue where adding columns to cards on a dashboard means you have to fully delete and recreate the card. Also have major issues with the manual forecasting with a Sales Ops team greater than one.

Recommendations to others considering the product:

Make sure to have your requirements figured out and your Salesforce Data cleaned up. There was a huge effort to clean up the legacy data (estimated closed dates, stages, forecast categories) before we could get valid data within InsightSquared.

What problems are you solving with the product? What benefits have you realized?

This has allowed our C levels to have immediate access to the metrics they need and ability to pull up data in travel. We have built this out with both a software and services focus.

David K.
Validated Reviewer
Review Source

"Gamechanging visibility into our business"

What do you like best?

InsightSquared comes out of the box (with mild configuration) with the ability to tell you more about your business than you had ever known. We suddenly had answers to questions we didn't know to ask prior to implementation. The tool is very easy for admins and managers to navigate the report library to find answers to any questions they have about the business.

The InsightSquared implementation team was also phenomenal. They were extremely consultative to help us configure out CRM to better capture data to give us more visibility into aspects of our business. Without them, we would have not built aspects of our CRM correctly to accurately be able to report on opportunity history, win rates, etc.

What do you dislike?

Sometimes I want to build a custom report that requires either an add-on professional service custom build or an add-on to be able to build my own dashboards (in a similar capacity to Tableau). Regardless, the Sales Analytics platform gives me 90% of what I need.

What problems are you solving with the product? What benefits have you realized?

We bought InsightSquared to help give us better visibility into our sales organization. We were a small and nimble team that found ourselves building Salesforce reports with short lifecycles to understand our business. IS2 gave us a hub and a way for all individual contributors, managers, and sales ops to pull reportings for the applicable part of their business easily.

We have found that having this visibility allows us to strategically plan our business better. With pipeline coverage and velocity metrics we know how many reps we need to hire or our business. With forecasting visibility we know when we need to change course when we are going to miss goal.

Eric D.
Validated Reviewer
Review Source

"Fantastic Pipeline Solution"

What do you like best?

I've been very impressed with the ease of use on their platform, and how I'm able to go to a single dashboard and view any/all pertinent reports I'd like to see in a single location. Previously I had to create a number of different Salesforce reports, and trying to wade through them all and create a narrative in my coaching sessions with my employees was fairly laborious, not to say anything of the time it takes to refresh those reports. Now the information is automatically refreshed every time I log in, it's easy to access, easy to view, and most importantly, easy to put in front of my team and illustrate some of the things I'm trying to coach on.

What do you dislike?

I really like the feature of being able to set up regular emails that are distributed to my team so they can get a clear picture of what their pipeline looks like every week. It can take a bit of time to set some of those up in the first place, and it's not totally intuitive. Once set up they're great, but creating and modifying them can take a bit too long.

What problems are you solving with the product? What benefits have you realized?

We've cleaned up our pipeline quite a bit. It was a bit like the wild west previously, and being able to now better estimate what is likely to come in allows us make more accurate sales projections, which of course helps in budgeting and goal setting.

A
Administrator
Validated Reviewer
Verified Current User
Review Source

"Fantastic Team and Reports"

What do you like best?

The InsightSquared team is the best part about their product. They are always recommending new reports for us to try. They contribute and give ideas that we actually implement at our company. New features are always popping up. They frequently check in and actually listen to our feedback.

What do you dislike?

There's not too much to dislike. Sometimes the out-of-box reporting does not always fit our needs but they work with us to find or create something that fits better. That process takes some time usually, but nothing to complain about.

What problems are you solving with the product? What benefits have you realized?

We do a lot of custom reporting on Google Sheets because Salesforce isn't able to. Some of the reports that InsightSquared has built allows us to forego those Sheets and have some automation. We've saved a bunch of time with a lot of these reports. They also provide different ways to look at the same data, so it opens our eyes to some newer possibilities (KPI, metrics-wise).

U
User
Validated Reviewer
Verified Current User
Review Source

"Potentially great otherwise redundant "

What do you like best?

Leaderboards and the potential to provide solutions SF cannot and/or in a better, more intuitive way.

What do you dislike?

Not intuitive. Labeling not consistent w/SF. Requires post-sale support to get what is needed. Support is slow and inconsistent w/slow progress seemingly due to lack of support infrastructure. Delays due to having to set up meetings that require scheduling follow up meetings and sending requests back and forth through email/support tickets. Can't just pick up the phone and get the help you need. The execs at our co gave up trying and now hard to justify renewal at the end this year when we could likely get what we need from SF for less money.

Recommendations to others considering the product:

Prepare to invest a lot of time learning the platform on your own and tailoring to your needs.

What problems are you solving with the product? What benefits have you realized?

Can't get what we need to justify another platform to reference. Provides some value with leaderboards but not worth 20k/yr.

A
Administrator
Validated Reviewer
Verified Current User
Review Source

"Powerful data visualization tool"

What do you like best?

InsightSquared offers a sleek way to visualize marketing pipeline data using existing Salesforce data sets. You're able to work with the implementation team and establish how your organization defines marketing generated pipeline and translate that into data sets within Slate that you can build and pivot data off of.

What do you dislike?

The learning curve demands a bit higher of a time investment than a lot of other tools out there, but if you're willing to put the time in up front it will pay off. It helps to be versed in SQL if you really want to get deep into the platform, but support is responsive and can help with more of the backend stuff as well.

Recommendations to others considering the product:

Ensure that you have the time upfront to invest in getting everything configured and learning the backend of the system, especially if you'll be spending a lot of time in Slate. It will be worth it once you go through that learning process. As the community/message boards are still somewhat new there won't be a lot of existing material for you to lean on.

What problems are you solving with the product? What benefits have you realized?

As an organization we've been trying to find good ways to visualize marketing generated/influenced pipeline separately from sales pipeline and InsightSquared has fulfilled that need to this point. Using the logic we built out in implementation makes it a lot easier to work within the marketing pipeline universe than it would be using Salesforce alone.

Carrie H. D.
Validated Reviewer
Review Source

"Metric-Driven Sales Team Must-Have Tool"

What do you like best?

I can dig into every aspect of our sales cycle, behavior patterns of each sales person and stay goal oriented. I love how I can send reports to co-workers, team leaders or consultants outside the organization on a regular basis. The dashboards give me team a quick glance as to what is going on and the ability to dig in further if needed. We used Salesforce dashboard/reports prior which cannot hold a candle to the ease and information IS2 can give you in half in the time. If you use SF as your CRM, then you must add IS2 as your metric-tool.

What do you dislike?

Nothing - the customer service is top notch and the training material/videos is comprehensive. The onboarding was seamless and my ongoing questions are answered quickly.

What problems are you solving with the product? What benefits have you realized?

We wanted to understand our sales cycle (why does it take x-days) and understand where in the cycle presented the most problems by client and by sales person. Now we feel we are a metric driven sales team and we understand how to support, teach and lead the sales team more effectively.

Chris S.
Validated Reviewer
Review Source

"Purpose built solution for growing B2B SaaS business"

What do you like best?

It feels like the product was built specifically for our business needs. Great out of the box capabilities to enable very fast time to value. The flexibility and ease of use of the platform makes it easy to quickly unlock the value we were looking to get out of the solution.

What do you dislike?

It's not a system of record. We always are looking / ensuring that the data we are looking at in IS2 is the same as the data that is in SFDC, which acts as our customer / sales system of record. Things that might be really easy and intuitive to get to in SFDC, like basic reporting on contacts, isn't necessarily intuitive / out of the box with IS2. We can get to the data as the platform has a lot of flexibility to report on any SFDC data, but the once removed aspect from the source of truth / SOR does add an element of friction.

Recommendations to others considering the product:

Be very clear about what your goals are in adopting the solution and who at the company will be involved and what they will get out of it.

What problems are you solving with the product? What benefits have you realized?

Visibility into the data that drives revenue for the business. Running reports and analysis in an efficient way to get the insights we need to drive better decision making when it comes to managing go to market function.

Serenity M.
Validated Reviewer
Verified Current User
Review Source

"IS2 is great!"

What do you like best?

Insight Squared (IS2) saves me a lot of time in preparing reports and analytics for executives. One of my company's values is to embrace tools- Insight Squared makes that easy. It is the leadership team who uses this tool the most, and they notice if something changes.

What do you dislike?

Filtering can be a bit simple, I cannot add as complex of logic as I would like. (Opportunity contains filter A OR filter B OR filter C, for example).

Recommendations to others considering the product:

This product is worth it if 1 executive buys into it. Eventually, other executives and direct reports will come onboard, it takes 1 good leader to see the value to make it worthwhile.

What problems are you solving with the product? What benefits have you realized?

The leadership team uses IS2 to understand if there is enough pipeline created to meet goals. This influences hiring decisions, goal setting and coaching. The insights on the days in the sales cycle have been extremely helpful in coaching the sales team.

Ryan V.
Validated Reviewer
Review Source

"Insights on Demand"

What do you like best?

I'm able to enable sales leadership and stakeholders with the ability to answer questions on demand. IS2 has greatly reduced the late night requests and has enabled people to get answers and move on quickly

What do you dislike?

Scorecard and quota reporting has proven to be a bit of a pain. I do not like that there is no ability ti set "ramping" quotas or zero quota months without tossing off % attainment or deals from showing at all.

I would also like more flexibility to add / customize reports as needed, opposed to reaching out to support for help.

What problems are you solving with the product? What benefits have you realized?

Historic pipeline reporting has always proven to be a pain point in terms of understanding how much pipeline I had / at what maturity levels at a certain point of time. Understanding what I need from a deal distribution (linearity) helps me understand the business at a deeper level.

Adam B.
Validated Reviewer
Verified Current User
Review Source

"Amazing service following a well orchestrated sales process"

What do you like best?

The platform is really simple to use and the reporting is straightforward. The customer service following the sale is truly amazing. Our customer success manager has done an excellent job of helping me achieve my #1 goal of getting our first line managers using the tool. She is very responsive, patient and knowledgeable. It totally blew my mind when no less than 3 of our managers mentioned our IN2 CSM by in the QBR.

The sales process was predictable and professional. I knew exactly what we we signing up for and wasn't surprised by anything post-sale. Great team over there.

What do you dislike?

It seems like there should be more overlap with some of the reports - but it's more of a personal preference.

What problems are you solving with the product? What benefits have you realized?

Our goal was to provide our first line managers with actionable data and insight needed to run their team/business. We've made significant progress in the first 3 months with IN2

Melissa W.
Validated Reviewer
Verified Current User
Review Source

"Easy set up, great customer support"

What do you like best?

I've now implemented InsightSquared at 2 different companies. It's my go-to BI tool. The out of the box cards are super useful and the configuration of custom cards is very easy and intuitive. We are able to drive all of our quarterly business reviews right from the dashboards, no .ppts needed! My executives like having the ability to directly access the info from SFDC and appreciate the high reliability of the data. Finally, the support team is very on top of it, know their product, and resolution has been quick.

What do you dislike?

I used to not like how you had to pay for a seat for any user in SFDC if you wanted their data to show up, even though they didn't need a log in. InsightSquared fixed that though with their new pricing model.

What problems are you solving with the product? What benefits have you realized?

Visibility into sales productivity, average deals sizes with easy drill downs, no weekly reports to pull - our sales management drives all of their sales one on ones, quarterly business reviews, etc. from InsightSquared.

Alex B.
Validated Reviewer
Verified Current User
Review Source

"Historical Tracking Simplified"

What do you like best?

The main reason my company uses InsightSquared is for historical/snapshot reporting that SFDC currently simply can't handle. It allows us the ability to see what our pipeline was at a specific point in time.

What do you dislike?

It is difficult to add and subtract users. I was given the advice to deactivate the user in SFDC and then give them a new license, which seems bizarre. Also, some of the built in reports to show retention, attrition, etc., aren't explained very well, and you have to search in glossaries and help text. That's fine, but not the quickest/simplest way to get that information.

Recommendations to others considering the product:

Our instance was set up by a previous employee and my company barely uses it anymore. Make sure to make it as specific to your organization as possible in the implementation phase, as I have struggled to really understand our setup and how to fix it. The customer support team is helpful, but I don't think they want to waste time on essentially a second implementation with us.

What problems are you solving with the product? What benefits have you realized?

Mostly data visualization and historical tracking. As our SFDC Admin, I can admit that Salesforce reporting, especially historical, is nowhere near where it needs to be, and that's where IS has found it's niche. I hope and assume that it is still growing and improving, as it is a good start but needs more to offer to beat out similar, higher end tools.

Pat B.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Amazing Sales Analytics!"

What do you like best?

This product saves me endless hours that would otherwise be spent pulling salesforce reports, scheduling them, refreshing dashboards, and etc. This product allows quick drilling and powerful insights. Customization is great.

What do you dislike?

Not too much. Sometimes in the platform you will end up in a place from an admin side that you can only edit by reaching out to support. This can be a bit annoying but their team is always helpful, so not really even a dislike.

What problems are you solving with the product? What benefits have you realized?

Analyzing company + individual performance, examining product performance, goal tracking, leaderboards for the office with win songs, deep analysis of sales reps, creating dashboards, recurring reports.

Linda F.
Validated Reviewer
Verified Current User
Review Source

"Finally, a Business Insights Platform that predicts my questions! "

What do you like best?

The Library of reports is just incredible, above and beyond my expectations. I've found answers to questions I didn't know I had yet, and with a couple of clicks I can share the reports with the Exec team, giving everyone a deeper understanding of our trends and forecasts.

What do you dislike?

I would love to be able to modify the charts within the library reports, and I imagine that is something I will be able to do in the future, as InsightSquared is constantly updating features and settings.

What problems are you solving with the product? What benefits have you realized?

I'm saving significant time in designing, building and validating my reports. I can be asked a question for our Exec team for board preparation and have answers and professional charts to them within minutes.

Jason L.
Validated Reviewer
Review Source

"Easy to Use Executive Analytics"

What do you like best?

On-point pre-built analytics for CROs and Sales VPs. Powerful visualizations that provide insight into your pipeline and forecast. Dashboards arrange the analytics (both pre-built and configured) to support topics or processes. Data stays refreshed from Salesforce CRM within 20 minutes.

What do you dislike?

Insight Squared tracks history on only a few fields rather than capturing true snapshots. As such, the analytics can be misleading if you aren't clear what you are viewing. For instance, if you display a historical bar chart showing pipeline size by month filtered by a field that may change over time (i.e. opportunity owner), the entire chart is based only on the current opportunity owner (rather than who was the opportunity owner each month).

Recommendations to others considering the product:

Make sure the data you intend to analyze has good hygiene.

What problems are you solving with the product? What benefits have you realized?

We use InsightSquared to provide pipeline analytics for our executives. The product enabled us to quickly configure dashboards that gave our executives insight to answer questions from our Board of Directors and to direct our sales efforts.

Russell B.
Validated Reviewer
Review Source

"InsightSquared provides intuitive reporting that is easy to filter and understand out of the box! "

What do you like best?

InsightSquared is a great tool that provides intuitive reports sharing unique insights that you may not have even thought of. Their easy to use platform makes reporting simple to navigate and provides a better way to consume the data. 1 on 1's are much more effective and insightful for both myself and my reps with InsightSquared. Overall this solution is hugely beneficial from the front lines to the executive levels.

What do you dislike?

While forecasting works well in IS2, I would like to see something that tracks a beginning of month set commit, week by week trend and month end closed won number to provide a comparison by rep, by team and overall for the sales group. IS2 has been working with me to understand this and potentially deliver a solution, which is great!

What problems are you solving with the product? What benefits have you realized?

Better understanding data for both team decisions and to report up stream at a higher executive level for critical business decisions. This also streamlines our 1 on 1's to ensure we cover the right talking points for each meeting without requiring a ton of prep-work on my end prior to talking with each rep.

Adam P.
Validated Reviewer
Verified Current User
Review Source

"Best BI and Sales Analytics Tool Available Today"

What do you like best?

InsightSquared is one of the most powerful, intuitive, and visually stunning BI and sales and marketing analytics tool on the market today. I started using them in 2013 and they are just as valuable today in 2017 as they were then. They have 90% of all the reports that I need as the Director of Revenue operations to manage my lead development team, sales team, and marketing team. The data that InsightSquared provides is presented to our Executive team on a weekly basis to make timely business decisions. The sales trending charts are fantastic—looking at current year trending against last year and historic averages is key to determining how we are doing. Then the real power comes in as we segment these reports by business channel (Direct vs Indirect), business unit, new brand, and current client growth trending.

One of the best decisions I have made was adding InsightSquared to my technology stack and it has paid for itself over and over again.

What do you dislike?

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.

Recommendations to others considering the product:

InsightSquared has a fantastic base package and continues to innovate and role out great new features often. Love the new dashboard just released in Oct 2017.

What problems are you solving with the product? What benefits have you realized?

This is from a case study I wrote a few years ago with the InsightSquared Marketing team. http://www.insightsquared.com/2015/08/marketstar-case-study/

When Price came on board to enable MarketStar’s sales and marketing teams, he had several complicated issues to tackle regarding their reporting capabilities. First and foremost, MarketStar executives did not have visibility into their marketing efforts, specifically Marketing ROI and Marketing Pipeline Contribution. In addition, Price needed to evaluate, refine, and document the company’s sales processes and transition to a new CRM (Salesforce).

What it boiled down to was that Price needed to provide executive-level reporting, and actionable metrics to his teams as quickly as possible. To provide all of this information, Price needed to build reports – really good reports. His biggest challenge was that the custom, internally built reporting system the team had in place was far too time consuming to meet the demands placed on him for daily, weekly and monthly reporting.

Nick R.
Validated Reviewer
Verified Current User
Review Source

"Simple Yet Powerful Sales Analytics Tool"

What do you like best?

I absolutely love how quickly I am able to pull the most pertinent analytics based off my sales data. With so many different "base" reports available, I'm very easily able to grab suggested reports within seconds, but also be able to filter to specific scenarios or data sets I'm curious about.

The visualization of the data and the ability to completely customize my dashboards makes it so much easier for me to do my job of understanding my sales team's trends and projections.

What do you dislike?

The only thing that may get annoying at times is how quickly the data will get refreshed/pulled from Salesforce. In a perfect, world, the instant/real-time data refresh would be preferred, but I can live with the 30-45 minutes wait.

Recommendations to others considering the product:

when weighing the option of using Salesforce's core reports vs adding on an additional analytics tool - keep in mind IS2 entire business is focused on innovating the data and analytics side of businesses.

What problems are you solving with the product? What benefits have you realized?

The entire spectrum from sales forecasting, to understanding performance trends, to effectively running 1-1 pipeline meetings. InsightSquared allows me to quickly pull all of the reports needed to do my job as a modern sales manager would.

Neel S.
Validated Reviewer
Review Source

"Worth Every Penny"

What do you like best?

It took us less than 2 weeks to get our SFDC instance integrated and get our initial 4 dashboards rolled out. The out of box KPI's it come prebuilt immediately has made us a more mature organization when it comes to managing our pipeline. In addition to having improved visibility in our performance and leading indictors, the system allows us to easily interrogate our data and interact with the system rather than just having having access to snapshots. We've got so much smarter about our business.

I can say for certain that I will push for InsightSquared at any future Company I work at.

What do you dislike?

I think the user administration is a bit tedious, but the same could be said for any system. I couldn't find a way to easily share a dashboard to a large group of users without typing in all of their names.

Recommendations to others considering the product:

Compare the cost of trying to build these dashboards in whatever reporting tool you have vs. having them available out of the box. InsightSquared is by far a more cost effective option.

What problems are you solving with the product? What benefits have you realized?

The reporting in SFDC is simply not sufficient and to get our BI team to build the reports/dashboards, required alot of heavy lifting on our side and their side. InsightSquared provides us with visibility to our pipeline data that we always wanted, but couldn't build.

Our first dashboards we launched have allowed our Sales managers to have a single tool that allows them to manage the truth of their reps pipeline. It bubbles up opportunities they should question, be concerned with or be comfortable with.

AC
Administrator in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Great Insight"

What do you like best?

Being able to use the Score Cards tab to review my sales reps activities and standings has been very helpful. I am able to show them what accounts they have put a lot of effort into, their push rates, and close rates. I use InsightSquared on a daily basis. I use it in my bi-weekly pipeline reviews with my reps as well as using it for my monthly reviews to upper management.

What do you dislike?

It is a little difficult to navigate. There are a lot of options which is great, but at the same times it's difficult to remember where things are and how to navigate to them. For some reason people in my company are not so fond of it, I think it is pretty expensive to get everyone on board. This is a tough one to get past.

Recommendations to others considering the product:

Keep in contact with your rep. They are super helpful and great for training large groups!

What problems are you solving with the product? What benefits have you realized?

We are solving our initial issue of bad data in Salesforce. It has helped us recognize what accounts needed more effort. Being able to easily view our sales department's overall push rates and close rates have been the greatest impact on helping achieve better numbers for our sales department. We are able to better manually do monthly, quarterly and yearly projections based on history and these rates. Overall InsightSquared has been an instrumental tool for our sales department since I have come onboard 4 months ago.

A
Administrator
Validated Reviewer
Verified Current User
Review Source

"Easy to gain insights on trends"

What do you like best?

We love that IS2 allows us to easily dig into the data from Salesforce to understand trends from our team to make decisions about coaching, sales cycle, and areas of improvement in our process. We're able to take a data point and quickly drill in to the next level of information, pivot the data, and share our findings with stakeholders.

What do you dislike?

I'd like for our lead cycle information to also be a part of the standard platform, but unfortunately, it's a separate module we'd have to add to our contract.

What problems are you solving with the product? What benefits have you realized?

Easy to access sales analytics to answer business questions without having to spend time developing reports. The prompts used to drive the reports are tuned to sales and the questions our stakeholders ask, and it makes it easy to drill in and get the information to make decisions. As a small team, the ease of use and level of information we can get is so valuable because it means we can spend our time being strategic instead of buried in report-building.

A
Administrator
Validated Reviewer
Verified Current User
Review Source

"Makes Reporting A Dream"

What do you like best?

The intuitive charts gathering real time analytics has been a new tool that our sales team can't live without. This is an amazing platform for forecasting and reporting if Salesforce is your record of truth. Reporting no longer lives with one individual on our team and can be accessed by any approved license user. We are able to create multiple dashboards that have relevant information for that specific user.

What do you dislike?

Would like additional videos in the InsightSquared Academy to help with faster on-boarding for teams. We wanted to hit the ground running, and it felt like the team wanted us to stay on their timeline with their on-boarding agenda.

Recommendations to others considering the product:

If you want your reporting to live in a centralized area and Salesforce is your book of truth, then InsightSquare is a must!

What problems are you solving with the product? What benefits have you realized?

We spent days trying to get charts and analytics ready for Executive meetings and the data was always stale and incorrect since we could not pull real-time info from Salesforce. With InsightSquared, we can depend on the data and accuracy we need to provide insights for forecasting, pipeline growth and the overall state of our Sales team.

A
Administrator