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
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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 Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Performance Metrics Supported
Trend / Problem Indicators Supported
Visual Analytics Supported
Natural Language Generation (NLG) Not Supported
Predictive Analytics Not Supported
Profitability Analysis Not Supported
Strategic Planning Not Supported

Conversation Intelligence

Call Recording Not Supported
Call Recording Cloud Storage Not Supported
Call Transcription Not Supported
Call Analytics Not Supported
Topic Tags Not Supported
Topic-Based Analytics Not Supported
AI Insights Not Supported
Call/Meeting Sharing Not Supported
Call Snippets Not Supported
Account Health Alerts Not Supported
Sales Coaching Not Supported
Win/Loss Analysis Not Supported
Video Conferencing Analytics Not Supported

Data Visualization

Analytics Supported
Dashboard Creation Supported
Filtered Views Supported
Visual Discovery Supported
Content Management Not Supported
OLAP Not Supported
Relational Display Not Supported
Simulation Models Not Supported

Reporting

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported
Email Reports Not Supported
OLAP Not Supported

Revenue Intelligence

Alerts / Notifications Not Supported
Dashboard Not Supported
Actionable Insights Not Supported
Video Call Interactions Not Supported
Phone Call Interactions Not Supported
Email/Message Interactions Not Supported
CRM Interactions Not Supported
Call Scoring Not Supported
Market Intelligence Not Supported
Sales Coaching Not Supported
Pipeline Visibility Not Supported
Conversation Intelligence Not Supported

Revenue Management

Price Optimization Not Supported
Recommendation Engine Not Supported
Forecasting Not Supported
Competitor Analysis Not Supported
Inventory Control Not Supported
For Airlines Not Supported
Yield Management Not Supported
Dynamic Pricing Not Supported
For Hospitality Industry Not Supported

Revenue Operations

Contact / Activity Tracking Not Supported
Sales Forecasting Not Supported
Sales Analytics Not Supported
Revenue Intelligence / Reporting Not Supported
Revenue Dashboard Not Supported
Account Health Dashboard Not Supported
Automatic CRM Updates Not Supported
Third-Party Data Aggregation Not Supported
AI Insights Not Supported
RevOps Automation Not Supported

Sales Analytics

Dashboards Not Supported
Forecasting Analytics Not Supported
Lead Analytics Not Supported
Pipeline Management Not Supported
Collaboration Tools Not Supported
Predictive Lead Scoring Not Supported
Predictive Forecasting Not Supported
Ideal Customer Profile (ICP) Not Supported
Sales Intelligence Reporting Not Supported

Sales Tracking

Activity Dashboard Not Supported
Alerts / Notifications Not Supported
Appointment Scheduling Not Supported
Call Logging Not Supported
Comments / Notes Not Supported
Custom Reports Not Supported
Document Management Not Supported
Email Templates Not Supported
Interaction Tracking Not Supported
Lead Management Not Supported
Lead Scoring Not Supported
Reporting / Analytics Not Supported
Pipeline Management Not Supported
Task Management Not Supported

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...
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