Sometimes it's a bit cumbersome to use as an admin, especially when it comes to setting filters, and calls that clearly have labels aren't found with the filters. If these could be enhanced, it'd be perfect.
At times, I would like to hear a calls playback either right away or very soon after. Usually, this is not a feature that is available. Is there a setting or a set up that would make this available?
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 still see the series in assigned but when I click on the series its completed I have around 20 series assigned to me and its a little hard to figure out which one is completed and which isnt.
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.
It will be great if we can have a subscription option with Mindtickle. So that i can subscribe for the courses that i am interested in and also be aware of the new releases and updates on the courses. Also, if you can come up with an app we can access it on our phone and will be more helpful.
It would be helpful to get data on calls you make from your phone and not just through a screen share provider. Many of my calls are still through cell phones.
I've had a couple of occasions where I have back to back meetings and the chorus recording is all tied into one recording and only allowed to be associated with one opportunity in salesforce for example and I need to be able to separate those.
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