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La solution d'intelligence commerciale d'InsightSquared est le meilleur système d'exploitation pour les équipes de vente à forte croissance.

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Avantages :

Time stamps salesforce changes to create robust pipeline tracking. Can have custom buildouts done.

Inconvénients :

There is no real time sync set up with Salesforce and so if I change something, it can take an hour to reflect. This is incredibly minor though.

InsightSquared - Notes

Note moyenne

Facilité d'utilisation
4,5
Service client
4,7
Fonctionnalités
4,5
Rapport qualité-prix
4,3

Probabilité de recommander le produit

8,5/10

InsightSquared a reçu une note globale de 4,6 étoiles sur 5 d'après 51 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (51)

Jacco
Jacco
VP of Revenue Libris (É.-U.)
Utilisateur LinkedIn vérifié
Photographie, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

InsightSquared informs our best decision making

5,0 il y a 6 ans

Commentaires : InsightSquared has been a very helpful solution for our sales team and management to understand what we are doing and how we can do better.

Avantages :

InsightSquared knows what a Sales organization cares about and provides that data in helpful ways to access reports and gain insights. For every use case of our sales team there is a report, and at this point it's the go to solution for Managers and even Executives in case of any questions about sales activities, performance and results.

Inconvénients :

No negatives on InsightSquared, it has become a part of our sales conversation and organization.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Produits alimentaires, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Extremely insightful information at the tip of your hands without having to do anything.

5,0 il y a 7 ans

Commentaires : Helping sales team improve sales, therefore helping company grow.

Avantages :

Super easy to set up and maintain. The insights given are extremely helpful and give salesreps the opportunity to know their numbers and work towards improvement.

Inconvénients :

Comparatively, pretty pricy. There are a few other companies that provide similar insights that don't cost as much. The tradeoff is name branding and slight adjustments in functionality. Paying a bit more for peace of mind.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Services financiers, 201–500 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Had to move on

3,0 il y a 2 ans

Avantages :

Does a lot of things pretty well, nothing great. While we worked with them they were very focused on migrating legacy clients onto new platform (Olono), and so our overall experience was dampened by not being in focus for them.

Inconvénients :

Fairly buggy, not the most flexible but flexible enough. They expose a lot of backend which is helpful for more advanced admin work.

Cory
Cory
Director of Sales, Northeast (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Impressive

5,0 il y a 6 ans

Avantages :

A very impressive tool to help a sales orginization

Inconvénients :

Make sure you know what you are getting into before starting. Only as good as the data you have in the crm.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Banque, 201–500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great overlay of Salesforce

5,0 il y a 4 ans

Avantages :

Takes standard SFDC objects to capture KPI data

Inconvénients :

Lacks all the bells and whistles from Slate

Shivakant
Shivakant
Technical Consultant (Inde)
Utilisateur LinkedIn vérifié
Logiciels
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Best BI and Sales Analytics Tool Available Today

4,0 il y a 7 ans

Commentaires : Simple Yet Powerful Sales Analytics Tool

Avantages :

It is easy to benchmark against other peers and how you can select metrics easily inside the platform. You can also search for lost opportunities easily as well.

Inconvénients :

I'm hard-pressed to find anything I dislike about this product or company. Cost is always a consideration and compared to others they fall right in line, but the value and ease of doing business is well worth the cost.

Benton
Benton
Sr Financial Analyst (É.-U.)
Utilisateur LinkedIn vérifié
Services et technologies de l'information, 11–50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

The ultimate sales dashboard tool

5,0 il y a 5 ans

Commentaires : This tool is central to monitoring our sales activity and performance

Avantages :

Extremely easy to use. Time stamps salesforce changes to create robust pipeline tracking. Can have custom buildouts done

Inconvénients :

Only con is that you can't change the style of charts on your own, i.e. you can't build your own custom charts. You can go through their development team, but it takes time and money

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Recrutement, 501–1 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Great Visualizations and Personalization Options

5,0 il y a 4 ans

Commentaires : I use insight squared to track my progress regarding outbound calls, submissions, interviews and placements.

Avantages :

I love the visuals. They are absolutely phenomenal. I also love the ability to customize anything (cards, view, colors, etc). If you're looking to track different factors related to production, this is a fantastic option!

Inconvénients :

This software is not the most user friendly and keeping all the various cards and tables updated can become cumbersome.

Lance
Lance
Director of Business Development (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

It’s all in the implementation

4,0 il y a 6 ans

Commentaires : I’d use it again if company wanted to provide it. I’m not sure I’d choose it.

Avantages :

Software provides good insight in SF data. Great tool for really looking at your sales data to find trends beyond what SF provides. Great graphing, great ways to look at data at a macro and at a micro level.

Inconvénients :

It’s not terribly intuitive. You will need training, and the training again after to play with it awhile.

Jennifer
Jennifer
Marketing Manager (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 51–200 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

The additional reporting capabilities that Insight Squared provides makes pipeline management easy.

5,0 il y a 7 ans

Avantages :

The canned reports give so much insight into our pipeline that it is easy to identify trends down the individual sales rep. It helps us zero-in on certain behaviors and see how each of our reps works differently. The implementation is also incredibly easy and the support team is fantastic.

Inconvénients :

The cost was quite high which deterred us at first, but after using it for over six months, the value is clear. We tried another solution that was cheaper, but implementation was a nightmare and we quickly re-engaged with Insight Squared.

Christian
Vice President (É.-U.)
Logiciels
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

Insight Squared: invaluable when managing rapid growth

4,5 il y a 9 ans

Avantages :

Insight Squared is a responsive, nimble team that has impressed me at every corner. Their Sales Team, thei Customer Success Team and Engineering Team have all created "wow" moments for me. My favorite recent workflow...looking at growth trends by employee or territory across different times (quarter, YTD, etc) and then with a click of a button being able to compare this growth against the same time period last year. It's make my Sales Meetings, Exec Meetings and Board Meetings highly informative. Thank you Insight Squared Team. Keep up the great work. I'm a fan...a big one.

Inconvénients :

I've noticed when we close a deal in SF it takes 15 or so minutes for the transactions to post. I'm sure it has something to do with API throtteling so you don't sacrafice performance, but it would be cool to have a "refresh" button that we could push so it didn't take that long. Small request...not a MUST.

Brett
Regional Sales Manager (É.-U.)
Hôpitaux et soins de santé, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Sales forecasting at your fingertips

5,0 il y a 3 ans

Commentaires : Problem solved: accurate forecasting for myself and for my manager while allowing me to stay on track for my sales goals.

Avantages :

My favorite piece of the software is the dashboard that shows my entire sales for the year. This gives me an accurate measure at how much I need to close in order to hit my numbers.

Inconvénients :

Salesforce and InsightSquared have a direct connection, but if I make a change to the dollar amount value in my opportunity, it doesnt auto update - i am required to manually enter the new dollar change.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Logiciels, 201–500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great Reporting and Visualization

4,0 il y a 4 ans

Commentaires : Positive, for my needs.

Avantages :

I like the intuitive nature of the reporting and dashboards. It makes board prep easy and internal reporting a breeze.

Inconvénients :

It requires SalesForce to be pristine, and small changes can throw everything off.

Kat
Office Administrator (É.-U.)
, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : SoftwareAdvice

Robust!

5,0 il y a 6 ans

Commentaires : Good customer service - very prompt!

Avantages :

InsightSquared is a game changer for staffing agencies. It's incredibly robust! We use it to keep track of our statistics, KPIs, and even use stats to beef up our marketing materials.

Inconvénients :

It can be a bit difficult to use if you don't have thorough training, and even then the system is so robust that it's difficult to become an expert.

Steve
Revenue Operations Manager (É.-U.)
Services financiers, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Broad array of metrics but limited customization

4,0 il y a 8 ans

Commentaires : Some of the out of the box dashboards have become critical for our day to day business but some functionality is also limited. For instance, we are unable to replicate some of their dashboards without the assistance of their professional services team.

Avantages :

UI, out of the box dashboards

Inconvénients :

Limited customization

Jonathan
Sales Operations Manager (É.-U.)
Services et technologies de l'information, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great tool for analyzing Sales metrics!

5,0 il y a 8 ans

Commentaires : I've used InsightSquared at 2 companies over the past 5 years, it's a great tool to use for getting more insight into your sales data. From historical pipeline changes to push analysis, it's all there!

Avantages :

It's easy to use, tons of pre-built reports and dashboards make it easy to get ROI immediately!

Inconvénients :

Some configurations can be tricky to ensure the data is perfect.

Oded
Head of Business Operations
Logiciels, 51–200 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis
Source : SoftwareAdvice

Head of Business Operations

5,0 il y a 7 ans

Avantages :

Very easy to use, very reliable, generates sales driven insights and is heavily leveraged by the entire leadership group

Inconvénients :

Could be more customizable, very long and heavy implementation time, requires corporate education to truly implement

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Hôpitaux et soins de santé, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Unmatched Platform in Its Space

5,0 il y a 6 ans

Commentaires : 5 stars.

Avantages :

Its strongest features are probably its ease of use, impressive report filtering features, and its out-of-the-box reports and dashboards. Even less analytics savvy users will be able to benefit from a wealth of digestible data from this solution with little or no guidance.

Inconvénients :

The admin side of it takes some significant setup, which should be expected from this kind of software.

Emery
Associate Director, Partner Development (É.-U.)
Hôpitaux et soins de santé, 1 001–5 000 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

New and very happy InsightSquared user.

5,0 il y a 8 ans

Commentaires : Fantastic customer support. Quick responses and always eager to help! While there are many analytics products on the markets, InsightSquared leads the pack by pre-building dashboards and reports based on learned best-practices in the industry.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Logiciels, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : GetApp

Insightful application

5,0 il y a 8 ans

Commentaires : I use InsightSquared to help forecast my expected revenue, and also review some of my key states as a salesperson. Overall, I find the application useful as an easy way to turn Salesforce data into visually-appealing, easy to digest pieces of information.

Avantages :

The graphs, variety of data and pre-built reports are all great.

Inconvénients :

The ability to save specific reports and manage filters more efficiently would be welcomed.

Steve
Revenue Operations Manager (É.-U.)
Services financiers, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Pipeline and activity insight at a glance

5,0 il y a 7 ans

Avantages :

The platform is easy to navigate and comes with out of the box dashboards that are intuitive and well received across different levels in the company.

Inconvénients :

There are some limitations to customization but the platform is constantly being updated. The platform isn't as nimble was we originally thought.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Recrutement
Temps d'utilisation du logiciel : Non fourni
Source de l'avis
Source : GetApp

Powerful and useful tool for use throughout the company

4,0 il y a 9 ans

Commentaires : Throughout our company different departments make use of InsightSquared in different ways. InsightSquared delivers useful information. Within my team / department it is important to have a good overview of sales figures. This includes non financial figures pulled through our CRM system Bullhorn. This way we can keep up with our sales targets and at the same time view our financial stats which show us estimates of what our commission will look like.

Avantages :

- It's an easy to use tool. - It integrates really well with our CRM system Bullhorn

Inconvénients :

Data will take several hours to pull from our CRM system. If I see that certain things have been changed on our CRM system, it will still take several hours until I will be able to see this linked to the rest of my stats on InsightSquared

Mark
President (É.-U.)
Logiciels
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

Product that makes an Impact on your business!

5,0 il y a 9 ans

Avantages :

flexible and gets you information that makes an impact on your business!

Inconvénients :

I dont have more time to spend reviewing all that it has to offer

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Événementiel, 51–200 employés
Temps d'utilisation du logiciel : Non fourni
Source de l'avis
Source : GetApp

Fantastic Tool for Sales Insights!

5,0 il y a 10 ans

Commentaires : At our company InsightSquared is used by our sales department and company management to track overall sales performance, to highlight individual sales performance and to help us meet our monthly and quarterly sales targets. It provides a lot of visibility into our goals which was not possible to easily see in Salesforce, through which the data is pulled. It provides the clearest and easiest to assess method of ranking the sales performance of individuals against each other.

Avantages :

Large set of amazing features and customer support that's great! Has really helped our team

Inconvénients :

Doesn't support desk.com for their new support tracking product, which means we can't utilise it in the same way we have for our sales metrics

Utilisateur vérifié
Utilisateur LinkedIn vérifié
, 51–200 employés
Temps d'utilisation du logiciel : Non fourni
Source de l'avis
Source : GetApp

Easy to use Analytics Tool

4,0 il y a 10 ans

Commentaires : We're currently using the system for our SaaS solution data, but are looking to use it firm-wide (we're an accounting firm) to help with revenue forecasting and better track business development outside of the sales department. It was huge in revealing so many of the issues we had in the ways we were collecting data. Now that the clean-up is wrapping up, we're getting into the data and the analysis it provides has been huge for our sales directors and managers.

Avantages :

Ability to create dashboards, support is always quick to respond to any issues and happy to help

Inconvénients :

No real-time sync, also limited ability to customize reports myself (but support is always quick to respond to any changes I request).