InsightSquared makes sales reporting easy and effective.
Anonymous | TrustRadius Reviewer
March 26, 2020

InsightSquared makes sales reporting easy and effective.

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Overall Satisfaction with InsightSquared Sales Analytics

InsightSquared Sales Analytics is being used heavily across the whole organization, although when I worked on the internal Revenue Ops team at my company I used it more often.

We use itInsightSquared Sales Analytics for forecasting, pipeline management, win songs feature (which is a great one, by the way), sales leaderboards, and more. We have it built into our very business process and reviewing the data. We have recurring reports for both individual reps and management. The visualization options and custom pivots work well.
  • Clean visualization
  • Reliable CRM integration
  • Quality pivot options and recurring reports saves so much time, as opposed to only running reports in CRM.
  • Win songs!
  • Leaderboards
  • It's hard to know when you have custom pivots and when you don't.
  • Some customization is not available, but sometimes it's better to adhere to these sorts of limitations.
  • Pricy
I was not involved in our purchasing of this platform, so comparing it is difficult. This being said, it's most similar to constantly running reports in Salesforce, probably.

SFDC offers more flexibility, obviously, but InsightSquared offers better visualization, less report updating, and more features dedicated to making analytics more enjoyable. It's worth the cost of the platform to save your admin time in reporting.
Getting data from Salesforce is a homerun. Adding from other sources is more difficult. In my opinion, using just the Salesforce data is mostly fine for the use of this platform. This being said, if you have disparate systems, you may struggle here.

As mentioned earlier, marketing platform data doesn't tie nicely into revenue, at least how we have it configured.
Permission set manipulation is pretty strong in IS2. Recurring email options and limiting users to what they can see based on their role is key. You ahve the ability to make it so people can ONLY see their own data in a dynamic way - managers can see everything and on the same dashboard it's possible to have reps see their own data. It's really not that hard to set up, either.
InsightSquared Sales Analytics is best suited for sales analytics and pipeline management. We haven't delved into their recurring revenue reporting as we are not a SaaS model, but seems like it would do well there as well. The ability to pivot revenue-based reporting on any given field and have it dynamically updating in dashboards is very helpful. The card views are clean and effective at sharing data.

It's less appropriate for fusing marketing analytics with revenue. The integration with marketing automation platform seems a bit weak. If your SFDC activity data isn't well configured, that can cause issues as well with SDR type metrics.