Overall Satisfaction with InsightSquared
We use InsightSquared to manage our pipeline as well as sales activity. The reports and dashboards facilitate our weekly forecast call and the one on one's with the sales manager and our sales reps. It is being used primarily by our sales group but other groups such as our marketing and business development teams leverage specific reports.
- Graphical representation of pipeline and activity
- Easy to navigate and interpret data behind reports and dashboards
- Seamless integration to Salesforce
- Some areas lack a high level of customization and requires assistance from professional services
There are a lot of similarities between Clari and Insightsquared. The folks at Insightsquared were very responsive and went the extra mile to help us customize. Cost also played a big factor since we are not a large organization and Insightsquared was able to meet our cost expectations as well as show us the value of their platform.