InsightSquared vs ClicData

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Our analysts compared InsightSquared vs ClicData based on data from our 400+ point analysis of Business Intelligence Tools, user reviews and our own crowdsourced data from our free software selection platform.

InsightSquared Software Tool

Product Basics

InsightSquared is a sales analytics SaaS platform that builds a path for revenue operations professionals from sales data to sales intelligence, empowering them to make better decisions informed by insights. It helps businesses dig deep into their sales pipelines to thoroughly understand what drives results. With AI-powered forecasting, detailed reporting, complete sales funnel visibility and employee performance tracking, it enables enterprises to track their key metrics and sales growth with precision and strategize for the future with confidence.

Suitable for companies of all sizes, it simplifies the sales process and helps businesses improve ROI and maximize their results. As each offering is customized to fit the client’s needs, pricing and functionality will vary based on the tier of plan and number of components selected.
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ClicData is a cloud-based solution that collects data from multiple sources and delivers insights that are easy to use, embed and access on any device. It enables users to design and share dashboards. It has four different pricing plans with varying levels of functionality: Premium, Team, Enterprise and Dedicated. Users can purchase subscriptions at a yearly or monthly rate.
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$65/User, Monthly
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$71 Annual, free, monthly, quote-based
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Tailored to your specific needs
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Windows
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Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Holistic Visibility: Pinpoint any step in the revenue-generating lifecycle from lead to opportunity to sale. Find answers to questions in one centralized home for data — no need to switch between complicated, often error-filled spreadsheets, CRM reports and BI systems.
  • Ease of Use: Accessible to all, irrespective of technical skill levels, to visualize, explore and discuss insights. Customizable dashboards make the system user-friendly, and the system creates presentation-ready visuals that make it easy to share insights with team members, clients or a board of directors, fostering a culture of data literacy throughout the company.
  • Accelerated Implementation: Deploy and launch within 48 hours without time-consuming data imports or overreliance on IT departments.
  • Add Value to CRM: Improves CRM systems and provides a clear link between metrics and sales processes. Uses the historical data stored in an organization’s CRM to uncover additional insights and expose trends.
  • Conduct Data-Driven Planning: Make more informed decisions with relevant information at the ready, such as which factors and team players drive revenue.
  • Forecast More Accurately: Machine learning algorithms spot missing or outlying data and make predictions that guide decision-making processes. Execute sales more confidently through improved forecast accuracy over time.
  • Teamwork Makes the Dream Work: Boost team morale and create a culture of accountability with individual rep coaching and employee performance tracking that captures metrics such as win rates, sales numbers, quotas and more. Align and unite sales and marketing departments with the power of analytics to strategize more efficiently.
  • Customized Pricing: The vendor’s pricing model is based on what features an organization requires. Pay per package, and flexibly scale up or down as necessary.
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  • All Your Data in One Place: Combines and cleans users’ data to create a comprehensive data warehouse with faster access and a more consistent database.
  • Better Data Stories: Control the navigation and presentation of data. Create unique visualizations to convey information quickly and effectively.
  • Ease of Use: Drag and drop data to create and share a dashboard in minutes; no IT experience needed.
  • Integration: With over 250 connectors, add new data sources when changing or upgrading ERP or CRM and keep data flowing.
  • More Efficient Insights: Automatically updates dashboards whenever data is updated. Set up automated reporting schedules and alerts.
  • Regular Updates: Routinely adds new features and improvements, such as additional widgets and connectors.
  • Reporting On the Go: Access dashboards on the web or through its mobile applications.
  • Data Security: Ensures top-notch security and encryption for business data through Microsoft Azure, with a wide toolbelt of authentication and protection solutions in place, all aligned to security and privacy regulations.
  • Free Trial: Offers a full-featured free trial of the Premium or Team application for 15 days, no credit card required.
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  • Data Blending: Pull data from any and all sources to form a 360-degree view of the business. Supports an extensive list of pre-built connectors to complementary applications and can build a custom connector to other applications provided there’s an API.
  • Third-Party Integrations: Gain direct access to sales data without needing to import or manually enter it. Integrates seamlessly with systems like Salesforce, Marketo and Quickbooks.
  • Pre-Built Report Library: Access insights in a variety of ways with more than 400 off-the-shelf reports.
  • Insight Feed: View highlighted opportunities, alerts and more — get a near real-time view of key metrics through customizable dashboards. Acquire a quick at-a-glance look into the next steps to take at any given moment.
  • Sales Analytics: Integrate with a CRM solution for complete pipeline analysis. Identify trends segmenting and filter pre-built pivot tables.
  • Sales Forecasting: Make better sales decisions across the company with more accurate predictions. Automate and streamline forecasts. Understand the gap between target and goal by slicing and dicing by region, line of business, product, sales period, or any other segment. 
  • Pipeline Management: Gain insight into the entire customer journey; explore key activities, behaviors and results from every step of the sales process.  
  • Activity Capture: Automatically syncs key sales activity and engagement to a CRM. Capitalize on opportunities to drive results without the burden of manual data entry.
  • Guided Selling: Coaches sales representatives on best practices and key steps in the company’s sales process. Enables faster onboarding, more relevant guidance and greater accountability all through machine learning.
  • Marketing Analytics: Measure the success of the marketing campaigns — gain visibility into conversion rates, marketing-generated demand and how marketing contributes to the business’ bottom line.
  • Employee Activity Dashboard and Scorecard: Measure productivity and efficiency as well as track progress on goals with comprehensive, detailed activity dashboards and scorecards for each employee. 
  • SaaS Reporting: Gives SaaS businesses access to simplified revenue reporting and sales intelligence. Measure monthly recurring revenue, spot patterns in churn over time and forecast future renewal rates.
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  • Data Connectors: Connect to over 250 data sources, both on-premise and online, such as Google Drive and Google Analytics, QuickBooks, Shopify, SQL, Salesforce, Hubspot, SugarCRM and more. Their website has a full list of all compatible data connectors, sorted by plan availability.
  • Data Warehouse: Consolidates all data into one centralized data warehouse, bypassing exports and imports.
  • Dashboard Designer: Drag and drop to transform data into insights. The designer features an extensive library of visualization widgets.
  • Interactive Dashboards: Filter information by clicking KPIs. Drill down into any data set to retrieve further insights.
  • Auto Refresh: Monitors all data sources and automatically refreshes dashboards when data is added, deleted or updated.
  • Branding Customization: Users of certain plans can customize logos and colors, controlling the look and feel of their dashboards for a cohesive branding identity.
  • Sharing: Share dashboards with others via email as PDF or image attachments or Live Links.
  • User Management: It can add and maintain users. Admins can control access rights and dashboard visibility so that users focus on the most relevant insights.
  • Predictive Analytics: The solution integrates with machine learning platforms such as Prevision.io and H20.ai.
  • White Label: Users can embed dashboards into their customer-facing solutions, remove branding and add extra functionality to their existing website or application with a copy-and-paste API code.
  • Security: With capabilities such as two-factor authentication, single sign-on, session tracking, IP white listing, password rules and intelligent log analysis, users can ensure their data is safe and secure.
  • Mobile Apps: Offers iOS and Android applications that display responsive live dashboards, which users can explore, export to PDF, send via email, print and more from their mobile devices.
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Product Ranking

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User Sentiment Summary

Great User Sentiment 797 reviews
Excellent User Sentiment 294 reviews
89%
of users recommend this product

InsightSquared has a 'great' User Satisfaction Rating of 89% when considering 797 user reviews from 4 recognized software review sites.

92%
of users recommend this product

ClicData has a 'excellent' User Satisfaction Rating of 92% when considering 294 user reviews from 5 recognized software review sites.

5.0 (11)
3.9 (1)
4.4 (664)
4.4 (25)
n/a
4.61 (134)
4.7 (48)
4.6 (123)
4.5 (74)
4.6 (11)

Awards

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ClicData stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Data Connectivity: Around 87% of the users who reviewed data integration said that the platform pulls data efficiently from a wide range of data sources.
Support: Support is responsive and knowledgeable, according to 87% of the users who mentioned contacting them.
Ease of Use: Citing ease of use to filter and pivot on key metrics, approximately 86% of the users said that the platform is intuitive and user-friendly.
Data Visualization: Approximately 82% of the users who discussed data visualization said that the platform provides a multitude of prebuilt and customizable dashboards to tell stories.
Data Analysis: Citing strong trend analytics based on historical data, around 74% of the users said that the platform provides seamless self-service analysis of business metrics.
Functionality: The platform has powerful features to present insights into sales and marketing pipeline health, according to around 74% of the users who reviewed its functionality.
Reporting: Reviewing reporting, approximately 63% of the users said that the platform provides a multitude of prebuilt charts and reports with visible, ready-to-consume insights.
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Visualization: About 89% of users who reviewed visualization mentioned the system’s ability to create beautiful, unique dashboards.
Ease of Use: Approximately 73% of users who referred to user-friendliness said that the solution is very intuitive and easy to navigate.
Customization: All users who talked about customization liked that they could customize anything in the system.
Customer Service: ClicData provides very positive and outstanding customer service, according to about 56% of users who reviewed support.
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Speed: Around 90% of the users who mentioned speed said that data refresh is slow, especially when processing large datasets.
Pricing: Approximately 60% of the users who reviewed pricing said that necessary customizations add to the overall cost, limiting adoption by small enterprises.
Training: Around 54% of the users who discussed training said that there is a learning curve due to lack of training and documentation.
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Connectivity: The solution lacks plugins to pull data, according to approximately 58% of reviewers commenting on connectivity.
Learning Curve: All users who mentioned a learning curve related to understanding the product said that it was difficult to master, especially for non-technical users.
Updates: All users who talked about updates complained about fixes taking too long to get done.
Features: About 67% of users who spoke about features said that features are limited, and many important ones are unavailable, especially for the cheaper plans.
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InsightSquared is a powerful sales analytics platform that helps users drive sales pipelines and access self-service data analytics through robust features and interactive data visualizations. According to many users who discussed data integration, the tool interacts seamlessly with other applications and data sources to enable predictive analytics that help forecast future trends. Most of the users who mentioned support said that they are responsive and knowledgeable. A majority of the users who reviewed the interface said that it’s user-friendly and easily navigable, though some users said that the versatility of the platform makes it complex to learn. Many users who discussed the platform’s visualization capabilities said that it provides a wide range of interactive and intuitive out-of-the-box dashboards. A majority of the users who discussed data analytics said that the platform excels in analyzing historical data to better forecast future trends, though some users said that the scope of predictive analytics should be wider to provide better insights. According to many users who mentioned functionality, the solution provides many ways to explore data-based insights through deep-dive and pivoting on key metrics, though some users said that the platform is not easily customizable. Many users who mentioned reporting said that the solution provides a plethora of out-of-the-box reports that can be customized and exported easily, though some users said that there is limited flexibility in report customization. On the flip side, a majority of the users who reviewed speed said that the platform is slow when moving between templates and can become CPU-intensive with large dashboards, though some users said that it can slice and dice data to present relevant information in seconds. Many users who mentioned pricing said that necessary customization modules add to the cost of the software, which makes adoption difficult for small businesses. Many users said that though training is needed to maximize the tool’s potential, lack of adequate documentation makes the learning curve steep. In summary, InsightSquared is a self-service revenue intelligence tool that provides a single source of truth for sales analytics and forecasting pipeline management. It boosts productivity across the organization, though its pricing can be cost-prohibitive for small businesses.

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Clicdata is a robust platform with a multitude of data manipulation options and robust data processing capabilities. The cloud-based system is simple enough to get the results businesses need. Readymade connectors are available to connect and fuse data from multiple data sources. However, some users complained about connectivity issues with third parties. Users also complained about the lack of API integrations and plugins to pull data. Visualizations are stunning with customizable dashboards that are quick and easy to set up and have a great set of widgets. Users were generally happy with the customer service, stating that they were positive and reactive. Video tutorials and documentation could be improved. Some important features, such as roll back and database editing, are not available for all plans. Learning and getting used to the system can take time for the non tech-savvy. Overall, it’s a flexible, intuitive and cost-effective tool to visualize business data.

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