InsightSquared is a great extension for your Salesforce data
March 14, 2020

InsightSquared is a great extension for your Salesforce data

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

Software Version

Enterprise

Modules Used

  • Salesforce

Overall Satisfaction with InsightSquared Sales Analytics

We use it to track and report on various metrics including our Sales and Marketing KPIs. It is instrumental in our reporting and forecasting. Outside of Sales, our casting and finance teams rely on the platform for accurate data as well.
  • Reporting.
  • Out of the box reports.
  • Data analysis.
  • Custom report building.
  • Customer success.
  • Integration with Salesforce.
  • More reports.
  • Slightly more customization to charts and table views.
You can technically re-create all the reports within Salesforce but the out-of-the-box reports are really great. Many times Salesforce reports get lost in the shuffle with folders and hard to use UI. IS2 provides a variety of different visualizations and reports you may not have thought of before. Customer Success team is much easier and faster to work with than Salesforce as well.
There have been no issues with the data bridge between IS2 and Salesforce. Everything we have in Salesforce is reflected well and if there is a problem - we easily fix it with the Customer Success team. Real-time updating is great too.
Sharing is made easy on this platform. It's an easy button on the top right of a report page. You can also create groupings of team members, choose members individually, etc. Pretty straightforward and works great.
Well suited for tracking Salesforce metrics. They provide reports that would take a long time to create in Salesforce and gives ideas on what could be good reporting. Forecasting pipeline and managing pipeline is easy with some of the reports built in. Live updating is also great. Integrates well with other apps so it can be used easily in other scenarios.

Should not be used for one-off reports. These reports stay there and are a bit set in stone (which I think is a good thing). Limits custom reporting which is both a pro and a con.