Audience

Sales teams

About InsightSquared

Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more.

Pricing

Free Version:
Free Version available.

Integrations

Ratings/Reviews - 3 User Reviews

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.3 / 5

Company Information

InsightSquared
Founded: 2010
United States
www.insightsquared.com

Videos and Screen Captures

InsightSquared Screenshot 1
Other Useful Business Software
Our Free Plans just got better! | Auth0 Icon
Our Free Plans just got better! | Auth0

With up to 25k MAUs and unlimited Okta connections, our Free Plan lets you focus on what you do best—building great apps.

You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Try free now

Product Details

Platforms Supported
Cloud
Training
Live Online
In Person
Support
Phone Support

InsightSquared Frequently Asked Questions

Q: What kinds of users and organization types does InsightSquared work with?
Q: What languages does InsightSquared support in their product?
Q: What kind of support options does InsightSquared offer?
Q: What other applications or services does InsightSquared integrate with?
Q: What type of training does InsightSquared provide?

InsightSquared Product Features

Business Intelligence

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

Conversation Intelligence

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

Data Visualization

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

Reporting

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

Revenue Intelligence

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

Revenue Management

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

Revenue Operations

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

Sales Analytics

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

Sales Tracking

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

InsightSquared Verified User Reviews

Write a Review
  • Michael M.
    Software Development
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "There are insights that can only be seen with InsightSquared"

    Posted 2021-06-21

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • Ross G.
    Senior Account Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent software to monitor sales performance "

    Posted 2021-04-24

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • Marta C.
    Account Director
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "InsightSquared controls the movement of your sales"

    Posted 2021-04-21

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • Previous
  • You're on page 1
  • Next