Overall Satisfaction with InsightSquared
InsightSquared is primarily used by managers and our executive team to monitor sales progress. It allows for sales, management, and finance to clearly see results, and investigate ad-hoc questions.
It is a great resource for sales managers during one-on-one rep meetings to see where the rep stands in regards to quota coverage, pipeline, and historical performance.
- Quick and easy data solution of executive team. They can use their phones to view the IS2 app.
- Intuitive platform that can be picked up easily by new hires.
- Numerous Filters that allow for quick answers to ad hoc questions.
- Hard to track history if reps change positions/roles
- A few of the reports like Quota Heatmap and Bookings Overtime prorate goals based on number of days that have passed in the Month/Qtr to show progress. Unfortunately, at this time this functionality cannot be removed in IS2 to look at the full current Month/Qtr. goals.
- lag time to update deal data from Salesforce
InsightSquared was implemented before I was hired with the company. But from what I heard there weren't other products that really compared nor fulfilled the needs of our teams.