June 05, 2015


Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with InsightSquared

Right now our sales management and senior management is using InsightSquared in order to forecast, hold sales accountable and see trends in the business. It's great that our C-levels have a tool where they can log in and just see the numbers that are very important to them and then our sales managers can drill down to everyone on their teams. It's a great tool for managing your business. Salesforce is great, but did not give us the depth of reporting that we really required. Now we have it!
  • Trending! Salesforce shows you everything at present state, but InsightSquared allows you to see things over time. Very helpful!
  • Our sales processes are not cookie cutter. InsightSquared was able to make adjustments to the system during our implementation, but there are a still a few reports that we can't use because we do things a little differently.
Definitely look at your process and see if it is standard. If you're using custom fields instead of the standard 'amount' field for example, or if you're not using Salesforce products, you can run into some hiccups.