Great analytics tool!
Updated October 05, 2015

Great analytics tool!

Amanda Matczynski | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Basic

Overall Satisfaction with InsightSquared

Currently, we are using InsightSquared primarily for the sales department of our software solution. We hope to be able to use it across the entire firm in the next year or so. It is helping us to better forecast our sales. We have also started to use it to get an idea of how often sales opportunities are being pushed in the pipeline instead of being closed as a loss. We are at the beginning of figuring out all that InsightSquared has to offer, but it has been immensely helpful in seeing our data in different ways to assist us in the process of cleaning.
  • I love the flexibility that InsightSquared has to offer. We have a number of Salesforce fields that are used in different ways because we aren't strictly a sales company. They have been helping us from the beginning to figure out the best ways to organize our data to get the information we're looking for.
  • The Dashboards within the system are great. I wish we used them better than we currently do, but that is a growth area for us. As the admin, I have the capability to setup dashboards for different users who may not be as tech-savy. This is huge because I can play around with them and experiment before we implement for the user.
  • 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.
I think especially because we haven't quite figured out all of the ways InsightSquared can work for us, we will be renewing. Ideally, we'd like to be using the SaaS metrics and revenue forecasting reports. But, that's going to take some major work on our part to configure our data correctly.
We only five have users in a 200 person company. Those five include one analyst, one marketing manager, two sales people and one sales director.
InsightSquared pulls our data straight from Salesforce. As we have many custom fields in our data, they worked quite extensively with us to make sure the correct data was being pulled and the reports were setup to pull the data we needed.
I think InsightSquared allows us to easily share reports and data both within and across departments. Emailing reports is very simple, and dashboards are great for keeping all data for one group together.
I wasn't involved in the selection process for this system, so I am not sure what some of the key questions might be. I can tell you that I think it's definitely more appropriate for companies that are more sales driven. We are an accounting firm, and though business development is a huge part of our business the sales model is very different from the typical sales company. I do think that the flexibility of the InsightSquared system is what has allowed us such success in using it.

InsightSquared Sales Analytics Feature Ratings

Using InsightSquared