InsightSquared

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.

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

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.

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.

A very impressive tool to help a sales orginization

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

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

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

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.

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.