InsightSquared Reviews & Pricing

by InsightSquared | Founded 2011, Boston, MA

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What is InsightSquared?

Industry Specialties: Serves all industries.

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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User Sentiment

Based on 797 reviews:

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InsightSquared Pricing

Based on our most recent analysis, InsightSquared pricing starts at $65 (Per User, Monthly).

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Starting From: $65
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

InsightSquared is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for InsightSquared:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

InsightSquared Benefits and Insights

Why use InsightSquared?

Key differentiators & advantages of InsightSquared

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.

Industry Expertise

This solution specializes in sales analytics and serves over 10,000 organizations in industries such as software, HR, talent management, marketing, advertising, telecommunications, healthcare, e-commerce, recruiting and many more.

InsightSquared Reviews

Average customer reviews & user sentiment summary for InsightSquared:

797 reviews

89%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of InsightSquared reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

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.

Cons

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.

Researcher's Summary:

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.

Key Features

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.

Limitations

Some of the product limitations include:

Limited flexibility in customization options for reports. Users can’t change the style of the reports on their own and must go through the development team.
Though it boasts ease of use, some users report that it requires some training to understand how to use the platform and that its robustness makes it difficult to become an expert.
Slower refresh rates do not reflect real-time updates.
Pricing is on the higher end for a BI solution.

Suite Support

Before reaching out to support, go through the resources available on the vendor’s support website. Search the support library to find answers to questions, or access the community forum to discuss issues and possible resolutions with other customers and platform experts. Or, watch live and on-demand webinars for free.

Email: Email [email protected]..

Phone: Call (617) 370-8140 from 9 a.m. to 5 p.m. EST or live chat with a representative.

Training: Check out the InsightSquared Academy for a range of video courses for self-paced learning. Log in to a customer account for access.

Tickets: Sign in to the vendor’s support website and click on “Submit a Request” to submit a ticket, or check on ticket status and updates under the “My Activities” section.