What is InsightSquared?

Develop a comprehensive understanding of the elements that drive your team's success. By monitoring the progression from lead to opportunity and from cross-selling to renewals, over 10,000 businesses have effectively mitigated risks, explored new growth pathways, and expedited their revenue generation. Seamlessly align deal activities and engagement metrics to obtain a holistic perspective of your sales operations. It is essential to understand that the data surrounding activities is a key indicator of sales effectiveness. Our platform automates, integrates, and records all team actions directly within your CRM system. Discover the specific measures your sales representatives have undertaken, pinpoint any overlooked steps, and evaluate the responses from prospects, empowering you to achieve more consistent and predictable results. Understanding the unique strategies of your top achievers has never been easier. Document, transcribe, and analyze every customer interaction throughout the sales journey. Gather insightful transcripts, significant phrases, trends, and durations of conversations. By integrating conversation analytics with detailed activity monitoring and sophisticated machine learning, you can refine all dimensions of your business, including forecasts, reporting, product development initiatives, and beyond, ultimately fostering long-term success. This in-depth strategy not only prepares you to navigate evolving market dynamics but also ensures the continuous enhancement of your team's effectiveness. Furthermore, this ongoing improvement will enable your organization to remain competitive and responsive to future challenges.

Pricing

Free Version:
Free Version available.

Screenshots and Video

InsightSquared Screenshot 1

Company Facts

Company Name:
InsightSquared
Date Founded:
2010
Company Location:
United States
Company Website:
www.insightsquared.com

Product Details

Deployment
SaaS
Training Options
Online Training
On-Site Training
Support
Standard Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

InsightSquared Categories and Features

Sales Tracking Software

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Sales Analytics Software

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Revenue Operations Software

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Revenue Management Software

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Revenue Intelligence Software

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Reporting Software

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Data Visualization Software

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Conversation Intelligence Software

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Business Intelligence Software

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

InsightSquared Customer Reviews

Write a Review
  • Reviewer Name: Marta C.
    Position: Account Director
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    InsightSquared controls the movement of your sales

    Date: Apr 21 2021
    Summary

    We currently use InsightSquared in the company's sales department because this tool allows us to have a sales forecast. Through it, we can keep a record of the state of the accounts and thus be able to evaluate through a study and meet product sales targets. It classifies quickly and lightly the sales performance among customers. The tool helps us to track and analyze our sales averages; that is, through it, we know what the rate of profit, amount of income, and losses that occur at the time is.

    Positive

    Excellent tool to collect data regarding sales, a tool that allows you to keep track of the averages and percentages relating to sales, facilitates you to carry out the process in a fast and productive way. Thanks to its helpful knowledge, it guarantees employees the opportunity to know their numbers and thus be able to make decisions that help improve their productivity.

    Negative

    It has a high cost at the beginning of using the tool, which hinders organizations from incorporating it in their activities; the platform is not as effective as you expect it to be.

    Read More...
  • Reviewer Name: Ross G.
    Position: Senior Account Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent software to monitor sales performance

    Date: Apr 24 2021
    Summary

    We have seen several benefits with InsightSquared since its implementation; because of its robustness and such good real-time sales analytics, we have organized everything from our sales teams to our plans and strategies to drive sales. On top of that, its integration with our CRM has been great for us. It's simply an amazing tool, it has a wide range of features, and its reports are easy to read and interpret.

    Positive

    It is an incredible resource to measure the sales performance of our business; it is intuitive, easy to use, and integrates well with our CRM tool. It is a robust tool, provides varied functions and analytics to have a clear and real-time perception of our business in terms of sales effectiveness.

    Negative

    Only its learning curve, being a software so loaded with functions, the familiarization with it usually takes a little more time. However, it is worth the time and energy to invest.

    Read More...
  • Reviewer Name: Michael M.
    Position: Software Development
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    There are insights that can only be seen with InsightSquared

    Date: Jun 21 2021
    Summary

    The way InsightSquared works allows me to have a complete view of our operations almost in real-time, so we can always make the best decisions and stay ahead of problems, however unforeseen and whether they come from our customers or our team. It is a robust, feature-rich program that allows us to look at things from different angles and helps us find the best solutions.

    Positive

    The best thing for me that InsightSquared offers is how it presents the information, it is highly visual, with elegant graphics, easy to understand, full of important information, and from which you can get critical background information, in addition to using them in conjunction with their filters, understanding the behaviors of our customers and representatives allows us to make the best decisions.

    Negative

    It is not so intuitive to use; it has a learning curve that requires a good study of the software. The best thing to do is not be too ambitious as you start to adapt to the program, start giving basic information, understand how to use it, and give more detailed information.

    Read More...
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