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InsightSquared Analytics for your sales team
April 21, 2020

InsightSquared Analytics for your sales team

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Standard

Overall Satisfaction with InsightSquared Sales Analytics

We use InsightSquared as a dashboarding and analytics tool for our sales, finance, and marketing organizations. We have custom dashboards built for each team within the sales department, rolling up to our VPs and CSO, as well as general use by the rest of our executive team. Finance uses it for pipeline history analysis, while marketing has utilized some customized reporting for attribution data.
  • Great canned reports, all relevant to sales organizations
  • Ability to tailor dashboards to specific needs
  • Consistent sync with Salesforce
  • Not easily customizable by the end user, needs professional services
  • Inability to create a custom report with a graph
  • Marketing data tools are still primitive
Our internal SF team looked at some alternatives that Salesforce already provides, as well as Tableau which we use internally. InsightSquared is preferred within our org because it is tailored for sales analytics and is easy to get up and running with meaningful components quickly if our leadership needs to get specific graphs.
LeanData, Definitive Healthcare, PowerDialer for Salesforce, from XANT (formerly InsideSales.com)
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.