Likelihood to Recommend It is well suited for any sales department, to try to get ahold of the person you are trying to get ahold of. Playbooks has increased the number of decision makers that I can get ahold of on a day to day basis. This tool would probably be less suited for people that do not have calls to make outside of the 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 Playbooks does a great job of letting reps know when phone numbers are not a working number. Playbooks does a great job being able to be tailored to your specific organization or business. Playbooks does a great job of having a very friendly user experience. 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 The ability to filter specific plays or pieces of information so that it's more user-friendly for the overall organization. Essentially, more room to customize the organization of accounts and how you're working them. The initial onboarding process of accounts results in high levels of tasks - the ability to break these down in an easier way to help with time management would be helpful. Britni Berg Divisional Sales Manager - Groupon OnBoarding, Business Development
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 It only took a day to get comfortable with Playbooks. The ease of use and overall usability is fantastic in the sense that it's pretty straightforward once you get enough repetitions in the tool. I also like all of the videos and resources available if support is needed
Read full review 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 The Insidesales Playbooks is by far more intuitive and organized than other programs I have used in the past. Unfortunately I have not had experience with other products that are available out there. I would hope we will see more improvements from the ISDC tool as we all use it more and provide feedback
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 100's of hours back in our week due to Salesforce Integration! We have more clients answering the phone due to creative caller ID solutions. We can standardize our messaging by partnering with Marketing to help build plays and auto-enroll certain contacts based on messaging. 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 InsideSales Playbooks Screenshots Mediafly Intelligence360 Screenshots