InsightSquared provides robust sales analytics and forecasting tools to help teams track performance and improve planning. Though the setup requires technical assistance, the clear insights and proactive recommendations make the software a valuable choice for optimizing revenue and managing sales pipelines effectively.

InsightSquared Specifications

Lead Management

Sales Pipeline Management

Contact Management

Sales Automation

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What Is InSightSquared?

Overview

InsightSquared is a cloud-based analytics platform designed for sales teams, providing data-driven solutions tailored to enhance forecasting, revenue management, and performance insights. Catering primarily to sales professionals across various industries, it supports organizations in addressing the challenges of revenue prediction and pipeline visibility. By enabling clear, actionable insights, InsightSquared aims to optimize sales processes, helping teams manage risks, identify opportunities, and make more strategic decisions.

InSightSquared Pricing

InSightSquared cost will differ depending on your organization type and needs. Users can get pricing for the plan that best suits them.

InSightSquared Integrations

The software seamlessly integrates with HubSpot Solution Partners. Watch a free InSightSquared demo to learn more about its integrations.

Who Is InSightSquared For?

InSightSquared software is designed for businesses of all sizes across various industries, such as:

  • Photography
  • Food and beverages
  • Financial services
  • Computer software
  • IT
  • Staffing and recruiting
  • Hospital and healthcare
  • Internet

Is InSightSquared Right For You?

Known for its thorough approach to sales intelligence, InsightSquared has positioned itself as a reliable resource for businesses looking to elevate their revenue operations. The software is also scalable and secure, placing a heavy emphasis on data security.

Still not sure if InSightSquared is right for you? Get in touch with our customer support team at (661) 384-7070, and it will help you make the best decision.

InsightSquared Features

InsightSquared’s AI-driven forecasting provides precise revenue predictions, using historical data to anticipate outcomes. This aids sales teams in setting realistic goals, reducing guesswork, and proactively managing risk for better revenue planning.

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RevOps dashboards consolidate sales, marketing, and customer success metrics, creating a unified view of revenue operations. This holistic perspective helps identify growth opportunities, track performance, and align teams for better cross-functional decision-making.

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This feature enables users to customize and explore sales data for in-depth analysis. With flexible reporting options, teams gain actionable insights that can lead to improved performance and strategic sales adjustments.

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The software automatically logs sales activities like calls and emails, ensuring accurate tracking. By minimizing manual input, it provides reliable data on team productivity, helping managers make informed coaching and resource allocation decisions.

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Conversation intelligence captures and analyzes sales calls, identifying key trends and coaching opportunities. By understanding buyer-seller interactions, teams can improve their messaging, adapt to client needs, and ultimately increase win rates.

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Pros and Cons of InsightSquared

Pros

  • It has a mobile app
  • Offers customizable dashboards
  • Integrates well with CRM systems
  • Facilitates data-driven decision-making
  • Offers comprehensive sales analytics

Cons

  • Initial training may be required
  • Costs could be high for smaller teams
  • It is complex to integrate with multiple tools
  • Limited support documentation

InsightSquared Reviews

Overall Rating

4.4

11 Review(s)

Rating Distribution

5

star

(5)

4

star

(5)

3

star

(1)

2

star

1

star

November 2022

Time to move on to the next chapter

Anonymous

Financial Services

Ease of use

6

Value for money

7

Customer Support

7

Functionality

7

Pros

It does a lot of things pretty well, but nothing truly outstanding. While we were working with them, their primary focus seemed to be on migrating legacy clients onto the new platform (Olono), which meant that our overall experience felt less prioritized.

Cons

The software is fairly buggy and not the most flexible, though it is flexible enough for my needs. It exposes a lot of the backend, which is really helpful for more advanced admin tasks.

July 2021

Sales forecasting made easy

Brett

Computer Software

Ease of use

9

Value for money

10

Customer Support

10

Functionality

9

Pros

My favorite part of the software is the dashboard that displays my total sales for the year. It provides a clear and accurate measure of how much I still need to close to reach my targets.

Cons

Although Salesforce and InsightSquared are directly connected, when I make a change to the dollar amount in my opportunity, it does not update automatically. I have to manually enter the new dollar value.

November 2020

Powerful reporting and visualization

Anonymous

Computer Software

Ease of use

9

Value for money

8

Customer Support

9

Functionality

8

Pros

I really appreciate the interactive design of the reporting and dashboards. They make board preparation simple and internal reporting effortless.

Cons

It requires Salesforce to be in perfect condition, and even small changes can cause everything to go off track.

Frequently Asked Questions

Yes, InSightSquared offers an API.