Last Updated
Overview
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
InsightSquared Features
AI Sales Forecasting
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.
RevOps Dashboards
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.
Interactive Reporting
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.
Activity Capture
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.
Conversation Intelligence
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.
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
Total 11 reviews
4.4
All reviews are from verified customers
Rating Distribution
5
Stars45%
4
Stars45%
3
Stars9%
2
Stars0%
1
Stars0%
Share your experience
Anonymous
Finance, 101-500 employees
More than a year
“Time to move on to the next chapter”
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.
Rating Distribution
Ease of use
6
Value for money
7
Customer Support
7
Functionality
7
Brett
IT, 51-100 employees
More than a year
“Sales forecasting made easy”
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.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Anonymous
IT, 101-500 employees
More than a year
“Powerful reporting and visualization”
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.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
9
Functionality
8
Frequently Asked Questions
Does InSightSquared offer an API?
Yes, InSightSquared offers an API.
What language does InSightSquared support?
InSightSquared supports English.
What other apps does InSightSquared integrate with?
InSightSquared integrates with HubSpot Partner Solutions. Schedule a free InSightSquared demo to learn more about its integrations.
Does InSightSquared have a mobile app?
Yes, InSightSquared has a mobile app.
What type of pricing plans does InSightSquared offer?
InSightSquared price depends on your business needs. Users can get pricing for a tailormade plan.
Who are the typical users of InSightSquared?
The typical users of InSightSquared are healthcare, photography and IT industries.
What level of support does InSightSquared offer?
InSightSquared offers email, phone support, and Knowledge Base.