October 06, 2014
Score 9 out of 10
Overall Satisfaction with Salesforce Analytics
We use InsightSquared to better understand how our sales work. As a quickly growing team, we are constantly facing new challenges and need to find ways of assessing our sales teams. InsightSquared helped us to get away from the dreaded Salesforce Report creation, to a beautiful and useful user interface that comes with reports that are helpful out of the box. The ability to quickly filter, alter and manipulate reports is a huge plus: We can get data in real time without having our sales ops person going back and rewriting a Salesforce report. It helps us to save time and quickly see changes and challenges in our day to day business.
- Allow users to assess their individual performance
- Display ready-to-use reports that are useful for business growth
- Understand other factors such as churn, sales cycles and sales funnels.
- Easier access to customise InsightSquared so it works properly with custom fields
- Availability of a mobile app
- Real-time analytics instead of hourly updates
IS2 is limited to a few systems such as QuickBooks, Salesforce, Desk and Zendesk. If you don't use them, this may be not for you.
IS2 has some simple sharing capabilities. To be honest, however, those are not really needed.
This is where IS2 is really strong: The graphs make sense, they are beautiful, easy to use and quick to understand. The fact that every user can have their own dashboards make it even better. A special perk are the full-screen dashboards. Those allow you to create company wide dashboards for performance sharing.
InsightSquared is perfect for quickly growing businesses. As long as business intelligence is not big enough to be a department, don't bother with Salesforce Reports but use InsightSquared instead. I feel every business with less than 200 employees can greatly benefit from IS2. The main question is: Do I take data driven decisions and do I have time to write long and dull Salesforce reports?