A great tool for success for any sales professional
April 24, 2015

A great tool for success for any sales professional

Mona Trabelsi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Overall Satisfaction with InsightSquared

It is used mainly to track our sales performance. InsightSquared helps us analyze our sales metrics, the amount of revenue we are bringing in, close rates, pipelines, and all other useful stats that keep a sales professional motivated, focused, and very aware of their goals.
  • 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.
  • I loved how you can chose filtering options, in our particular sales environment, but the updates you just released completely changed it and made it difficult to sort through the multiple filtering variables we have in place.
  • Information overload: unless you're incredibly proficient, it may be overwhelming to look at all the data and figure out how to understand it
  • Actively provide more demos on feature updates perhaps? Again, this is a very powerful tool but if a sales team doesn't know how to use it to it's fullest potential, then it's not worth the $$$. Make sure you are in contact with your clients and their growing teams are not only comfortable using InsightSquared, but it is an integral part of their sales success.
The usefulness of InsightSquared on a day to day basis. Mind you, I don't know of comparable products (other than the Salesforce dashboard, which I'm not a huge fan of; InsightSquared is sexier), so that is also a factor. If I was approached by a vendor with a similar solution and maybe less expensive? It would definitely be a conversation to have.
It is just for our sales team and upper management across our offices.

Number of users: approximately 20
I don't work in this particular side of the sales funnel but all of my data from Salesforce is always in InsightSquared. So, from the perspective of a user, I would say the data source connectivity for InsightSquared is great.
I can take a look at my entire team's performance and compare myself against each coworker. It is a great tool to analyze on a high level, but also drill down into the specifics.

-Explain your sales environment
-What data is most important for your team to see on a regular basis?
-What metrics is the sales team being graded on?
-What tools do you currently have in place that can feed into InsightSquared? You need to make sure you already have a sales environment that is set and InsightSquared will basically report on it's performance.

InsightSquared Sales Analytics Feature Ratings