Likelihood to Recommend Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Read full review InsightSquared has been a great tool for quick reference dashboards for the whole organization and teams within the sales org. It presents a standardized individual dashboard for all the reps on the team. It doesn't fare well when trying to deep dive things like campaign and lead source inquiries, as well as activities associated with that opportunity.
Read full review Pros Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers. It also is great for having one depository for quotes and opportunities you and your company are working on. The marketing function seems to also work really well for sending out and tracking email campaigns. Dwayne Tharp Executive Director Northeast and Mid-Atlantic Territories
Read full review The dashboard is amazing: easily customize your view so you can view all the data that is most relevant to you at a glance Sales metrics: see how you are comparing to your peers, from every possible angle. InsightSquared gathers all the data you need to know, want to know, and didn't even know you wanted! Predictive statistics and the likelihood of a deal to fail or succeed is quite useful in a sales environment where time efficiency is key. Need to know what deals to focus on? You can see exactly what deals need more TLC, which ones are likely to close, and which ones to stop wasting time on. Read full review Cons Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming. Would like to see each page be able to bring up more then 100 clients at a time. Read full review I know this is something they have in process, but I would love to be able to customize reports myself. The support team is always super responsive and makes sure that we're taken care of. But, it would be great to just be able to log in and change the small things myself. I recently downloaded the InsightSquared app to my phone, and I'd like to see more functionality there. Currently. You are only able to see dashboards that have a already been created. Read full review Likelihood to Renew InsightSquared has been hugely beneficial to us, and to me in particular as someone outside of our sales team to gain insight into how our sales team and company is performing and how our overall health is. They offer fantastic customer support and have a great community to assist in your implementation of the product.
Read full review Usability InsightSquared is easy to use overall. Running reports and creating dashboards is quick and easy - drag and drop functionality. All reports have multi-filter options allowing you to drill down into your data. Scorecards for employees help show how quickly a rep can start selling after they join your team. Activity ratios provide insight into what it takes from a KPI standpoint to close a deal.
Read full review Reliability and Availability Every time I go to use InsightSquared it has been available and fully functional
Read full review Performance The Best
Read full review Support Rating InsightSquared has a very responsive team, and always willing to help with reporting needs which are not able to be completed in house. They do offer a professional services team at an additional cost, so if your reporting is very complex, or you have a team that is continuously changing the type of metrics they require as a business, their support team will be an invaluable asset for you.
Read full review Alternatives Considered Claritysoft's emails are much easier to use since
Salesforce is in the middle of switching from Classic to Lightning. Also,
Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to
Salesforce 's app exchange.
Read full review I was not involved in our purchasing of this platform, so comparing it is difficult. This being said, it's most similar to constantly running reports in Salesforce, probably. SFDC offers more flexibility, obviously, but InsightSquared offers better visualization, less report updating, and more features dedicated to making analytics more enjoyable. It's worth the cost of the platform to save your admin time in reporting.
Read full review Return on Investment Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems. The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application. Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor. Read full review Fast, accurate insight into the business (positive) Provides data useful in performance management (positive) Easy to export reports and diagrams for board reporting (positive) Lack of insight into KPIs other than $ pipeline (negative) Read full review ScreenShots Mediafly Intelligence360 Screenshots