Likelihood to Recommend In full disclosure as a professional services marketing agency and consultancy, based on our very positive experience with Full Circle CRM, the robustness of their offering, and our ability to work together, we have entered into a partnership to provide implementation and consulting services in cooperation with Full Circle CRM. Rather than paint this review as biased, I hope that it provides insights into our decision to partner with an impressive and growing company.
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 Easy to understand data model and attribution model Expert implementation support Connecting tools to Salesforce as single source of truth 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 We worked closely with the vendor to add functionality to their current release to allow us to track multiple separate waterfalls simultaneously in order to operationalize the new Sirius Decisions Waterfall model. With the needed changes, the product works as advertised, and is providing the specific results we anticipated. In 6 months, we have not found anything else that we would want to change. 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 Full Circle CRM has solved a major visibility problem for us that was the result of architectural differences between Eloqua and salesforce.com that cannot be solved by reporting alone. We rely on this visibility as much as the core systems themselves.
Read full review 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 The vendor worked with us tirelessly, never complaining about our broken processes and bad data. In fact, they went above and beyond their responsibilities to assist us in the process re-engineering and the data clean-up
Read full review 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 In-Person Training The instructor was the same person who guided our implementation so they not only knew their application but they were also familiar with our data and our specific configuration and processes within salesforce.com. They were able to provide customized instruction to match our needs and personnel.
Read full review Implementation Rating When I look back at where we were on November 25th compared to where we were on January 25th, having been live for just one month, the difference is amazing. Our management discussions had already moved from discussing the validity of the data to the implications of the insights. As we approach the mid-point in our year, it is difficult to remember the old days when we could not see the road in front of us.
Read full review Alternatives Considered Full Circle's main competitors are standalone reporting tools which perform well and are a good first step into attribution. All tools require significant investment to improve your marketing data model and how you plan and execute campaigns. Full Circle is heavily married to Salesforce and takes advantage of Salesforce's reporting suite vs. visualizing in a standalone tool. This approach also works well if you prefer to visualize data in an alternative tool such as Tableau or Looker. The proprietary approach to visualization used by
Bizible and
BrightFunnel are less appealing to enterprise companies who are building a modern stack.
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 Eliminated underperforming channels such as content syndication which accounted for up to 20% of spend Improved funnel velocity and inspection of Marketing to SDR handoffs Created an attribution model which provided better transparency to company leadership on marketing performance - unlocked more budget Good value product and ROI was positive within a year. 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