Likelihood to Recommend 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 If you have reps and need territories assigned geographically then AlignStar is a great option. While we do not have reps in the field, I can see how powerful it can be in aligning territories not only based on estimated revenue or some other metric but also with rep location and driving in mind.
Read full review Pros 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 Detailed label options by ZIP code. I know the immediate impact of moving a single ZIP code. Territory Optimizer. If we are having trouble figuring out the correct configuration for a particular area, its helpful to see what the program suggests. It may come up with something we hadn't thought of yet. Custom layers. I am able to mark the previous territory boundaries, so if we want to undo a change, I know exactly where we started from. Read full review Cons 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 Easier functionality to label the territories. We currently still use the desktop app and labels for any feature are rather small and not intuitive. Speed of the application. The desktop version we currently use tends to be a bit slower and runs into the "application not responding" issue quite often. Ability for the desktop version to automatically update Salesforce. It would be nice if I could have Alignstar update a field on an account record in Salesforce when I make updates in Alignstar. 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 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 Javelin is another tool that we have used to assist us with territory alignment. Great tool. AlignStar is on par with
Javelin .
Read full review Return on Investment 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 Easy to continuously plan forward for any potential changes by playing around with the optimization software. Able to more easily adapt our sales team and plan forward Read full review ScreenShots Mediafly Intelligence360 Screenshots Xactly AlignStar Screenshots