Improved Insights from InsightSquared
April 15, 2020

Improved Insights from InsightSquared

Reggie Dye | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with InsightSquared Sales Analytics

We use InsightSquared in our sales organization to provide analytics and metrics on pipeline health, process bottlenecks, sales cycles, progress towards goals, forecasting and individual team member performance in order to better manage our business. We're able to gain insights that we can't obtain from the standard dashboards and reporting Salesforce provides. Prior to obtaining InsightSquared, we had hunches and suspicions about what was happening in our pipeline and sales process, but those things became visible, by individual seller, when we had the tool. That allowed for individual coaching and improvement based on data. We did look at Salesforce's Einstein tool that provides similar functionality, but found InsightSquared to be more affordable and just as capable if not more so.
  • Love that there are graph templates that can be customized and provide a very clear picture of what's going on.
  • Each graph/chart has an explanation of what it means and how to use it.
  • Is integrated with Salesforce, i.e., appears as a tab along with Accounts, Reports, Dashboards, etc., for easy access.
  • There are a couple graph/chart explanations that could be a little easier to understand.
  • Nothing else really comes to mind.
I think the tool is well suited for individual coaching and mentoring on sales performance, really helping you understand how/if your pipeline is changing/growing, which was a top concern for us when we purchased the tool, helping the exec team easily understand how we're tracking towards goals and why we're being successful or why not, and identifying trends on why we're winning or losing deals as well as getting a sense of which open deals are most likely to wind up in the won or lost columns. We're not an inside sales team and haven't yet gotten into measuring and reporting on activities.