Overall Satisfaction with InsightSquared
Our primary goal for using InsightSquared is to better understand and manage the pipeline of potential loans for our lending department. With over 600 reports that are simply not possible to create using native Salesforce analytics, I can analyze our organization data in all new ways. The reports available in InsightSquared provides insight into individual and overall portfolio performance and help us identify actionable areas for improvement.
- The suite of reports offered are excellent! It allows us to analyze our lead and opportunity data in ways that are not possible with native Salesforce analytics functionality.
- The user interface is aesthetically pleasing and easy to use. This is not a given for many applications and increases the likelihood of adoption.
- InsightSquared has excellent customer service. With enterprise edition, we have a designated customer support person to answer any of our questions and ensure that we are happy with our overall implementation.
- I'd love to see the user interface available in other languages, especially Spanish.
- As an administrator, I would like to be able to make more customizations myself. I believe this is on their roadmap.
- When I create a new user in Salesforce, I would like to be able to force InsightSquared to update and immediately enable the new user rather than wait for the normally scheduled update to appear in their system. Right now, it takes about a day for the new user to appear in InsightSquared.