Sales Analytics Software Discussions

We would like to be able to associate companies and groups of contacts to multiple other companies that are linked only by the fact that they have been referred to us by the some company. E.g. Fake Accounting Ltd. referred us 3 clients, who between them have 45 contacts. We charge on a per... Read more

Make mass email unlimited and tracked to netsuite

When clicking on a Contact the main headers are: Note/Email/Call/Log/Task/Meet and the small pencile next to their name pulls up a box to edit name and add a Job Title. Can that Job Title field be changed to Lead Source? Seems silly to me to have that as a mandatory unchangeable field since I... Read more

When I try sharing my reports through Actions view it's not letting me share them.

is it possible to do research within Brazil to create new features for the national market? And another thing: are your focus here in Brazil also medium and small companies? Because the price of you here is high. It is not every company or startup that can hire. And this is horrible! The market... Read more

We have a great and active community of users who asks for improvements and gives changes proposal. Does the frequency of updates is good?

Sometimes i can't join some tables and data is messed up. how can i do that.

Given a monday to sunday day by day growing trend of any metric (mondays selling less units than sundays), and considering a month might have different number of weekdays. What's the best way to forecast sales?

Do you support CRMs other than Salesforce?

I'm always looking for ways to improve the way I visualize my business and would love any expet tips / tricks on the best reports and dashboards to build.

I'm looking to use Groove Scheduler for all of my future appointments, and for different stages through a students admissions process. I'm labeling the appointments accordingly, but I can't run Salesforce reports that show all the different appointments that a student has scheduled.

I currently have the scheduler set so that my availability is the same week in and week out - is it possible to change this so that I can have a more flexible availability?

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I work a lot on the road or from my phone. It would be nice to utilize groove in the app form or when I'm sending emails from my gmail, and still be able to track it.

I always neutral accent, I need valid subtitles or script for my calls, past calls also.

At our institution we are using HubSpot to track engagement with clients that we serve in our center. I'm curious how other institutions are using the CRM or Sales tool.

It jus says something like "error at position: 4352" but there's no way to know where that position is in my code

How do you best control folder access, row level access, column level access and user attributes without recreating Explores and Dashboards?

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Is there a way in mode to average

I’d like to compare our sales productivity rates to others in industry to benchmark our performance.

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If I log a note in Bullhorn or another CRM, I would like to know how long it takes for the metric to show up in insight squared. This way, I could share the information with the rest of my team as we are always unsure how long it truly takes. 15 minutes or so is what I am thinking.

I have this simple problem where I have a visualization with 3 different tables each with different width. When I set my scheduler up as visualization everything ends up as same with and it is super annoying

We are a somewhat young company and are just starting to move to a more data-driven culture. This is one main reason we're implementing Insight Squared. We are moving to the point where we're starting to socialize the platform to executive stakeholders and Sales Reps. What advice can you give... Read more

Need to find a better way to integrate with data stores like Google Analytics or Google Ads.

We are an event company and it is hard to predict goals since season plays an important role in predicting opportunities.

Does anybody know why does Insights feature crash? I still don't know why it sometimes doesn't load properly.

Dialer

Salesforce Integration

Calendar Sync

Email Sync

Groove.co

Email Access

Email Access