TrustRadius Insights for Mediafly Intelligence360 are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Data Visualization: InsightSquared's data visualizations enhance users' understanding and analysis of information, as mentioned by several reviewers. The ability to visualize data through graphs and charts allows users to track trends and analyze historical data over time, which is crucial for making informed decisions.
Flexible Data Organization: Some users appreciate the flexibility of InsightSquared in organizing data to suit their unique needs. This feature is particularly valuable for non-sales companies who can customize the platform according to their specific requirements.
Excellent Customer Service: Many reviewers highlight the outstanding customer service provided by InsightSquared. The availability of dedicated customer support personnel, especially for enterprise edition users, greatly contributes to a positive user experience. The prompt assistance received from the support team enhances customers' satisfaction with the product.
I implemented the solution for a client of mine in the beauty industry. The customer sold products into big box beauty stores and had problems understanding the revenue and generating insights to allow active decision meeting.
The scope of the implementation was to implement the solution for all sales teams in the US.
Pros
Sales Forecasting
Pipeline Management of deals in progress
Sales-Rep KPI Analysis
Cons
Its AI capabilities wasn't quite intuitive
Lack of legends on dashboard charts
Limited Admin functionality
Likelihood to Recommend
I think InsightSquared Slate is well suited for a small to medium company with 1000-1500 employees and a fairly straightforward business model that does not have complex sales pipelines and methodology. The cost of the software is reasonable and a company that fits the above crtieria should do great with it.
VU
Verified User
Director in Information Technology (Information Technology & Services company, 10,001+ employees)
We use InsightSquared Analytics for forecasting and retro for our Sales organization. Our Finance team also uses InsightSquared Analytics to create board-ready reporting. Sales Leadership uses it to help coach and address performance within their teams. InsightSquared Analytics is not widely used on our business development team but rather our account executive team. It has extremely robust filtering which keeps us out of Excel and inside Salesforce where InsightSquared can be embedded.
Pros
Detailed Forecasting
Reporting on Current Pipeline
Reporting on Previous Time - Days, Weeks, Months, Quarters, Years
Performance Measurement
Activity Ratio
Cons
Reporting on KPIs that are not necessarily tied to a $ amount (BDRs)
Coloring of bar graphs is not adjustable
Too many report options which can create confusion and waste time
Likelihood to Recommend
InsightSquared Analytics is phenomenal in forecasting, reporting of pipeline, and retrospective discussions. The ease of filtering and being able to use multiple filters provides a deep view of your data. It integrates well with Salesforce and is cross-team functional (Finance, Sales, Marketing). When there are bugs or issues with the UI, resolution time is not always the fastest. Creating dashboards is very easy and fast.
InsightSquared Sales Analytics is being used heavily across the whole organization, although when I worked on the internal Revenue Ops team at my company I used it more often.
We use itInsightSquared Sales Analytics for forecasting, pipeline management, win songs feature (which is a great one, by the way), sales leaderboards, and more. We have it built into our very business process and reviewing the data. We have recurring reports for both individual reps and management. The visualization options and custom pivots work well.
Pros
Clean visualization
Reliable CRM integration
Quality pivot options and recurring reports saves so much time, as opposed to only running reports in CRM.
Win songs!
Leaderboards
Cons
It's hard to know when you have custom pivots and when you don't.
Some customization is not available, but sometimes it's better to adhere to these sorts of limitations.
Pricy
Likelihood to Recommend
InsightSquared Sales Analytics is best suited for sales analytics and pipeline management. We haven't delved into their recurring revenue reporting as we are not a SaaS model, but seems like it would do well there as well. The ability to pivot revenue-based reporting on any given field and have it dynamically updating in dashboards is very helpful. The card views are clean and effective at sharing data.
It's less appropriate for fusing marketing analytics with revenue. The integration with marketing automation platform seems a bit weak. If your SFDC activity data isn't well configured, that can cause issues as well with SDR type metrics.
VU
Verified User
Strategist in Professional Services (Marketing & Advertising company, 51-200 employees)
We use it to track and report on various metrics including our Sales and Marketing KPIs. It is instrumental in our reporting and forecasting. Outside of Sales, our casting and finance teams rely on the platform for accurate data as well.
Pros
Reporting.
Out of the box reports.
Data analysis.
Custom report building.
Customer success.
Integration with Salesforce.
Cons
More reports.
Slightly more customization to charts and table views.
Likelihood to Recommend
Well suited for tracking Salesforce metrics. They provide reports that would take a long time to create in Salesforce and gives ideas on what could be good reporting. Forecasting pipeline and managing pipeline is easy with some of the reports built in. Live updating is also great. Integrates well with other apps so it can be used easily in other scenarios.
Should not be used for one-off reports. These reports stay there and are a bit set in stone (which I think is a good thing). Limits custom reporting which is both a pro and a con.
The entire organization uses InsightSquared to view activity metrics and results. We rely on it to see how we are doing and make business decisions. It is integrated with our ATS/CRM application. (Bullhorn) It also provides us with data on how are people are doing with phone activity. Can't imagine not having it.
Pros
Configurability
The UI is easy and intuitive
Their customer service is top shelf
Very reliable platform
Cons
Cannot display averages in a meaningful way for us
Does not connect to our back office (Bullhorn Back Office)
Likelihood to Recommend
They understand the staffing industry and how we look and consume data. They have the best customer service and they are extremely innovative.
InsightSquared is used to support insight and analytics across our sales and customer success teams. It allows us to have deeper level insight, specifically for our sales org to understand how every rep is performing against their goals. It allows us to get more in depth insights from our salesforce data with great visualizations.
Pros
The ability to create various dashboards for different teams or metrics is incredibly useful.
The integrations available to pull in information from places like Zendesk and Salesforce is crucial in reporting from one place.
The complexity of the reports you can create and how it seamlessly flow from your salesforce data is incredibly helpful.
Cons
Additional integrations could be very useful, including a unique integration specifically with our own database would be incredible.
The UI could be improved to make certain aspects of the product more user-friendly, especially for team members who may not be data minded.
Likelihood to Recommend
It has allowed me to share metrics with management and execs as well as keep the company updated on a daily cadence with the use of our dashboards being displayed throughout the office screens.
VU
Verified User
Analyst in Customer Service (Human Resources company, 51-200 employees)
InsightSquared is currently being used by both sales and marketing to improve the sales process and monitor trends in rep behavior / lead quality. We have been able to identify major gaps in behavior and also given the sales managers the tool they need to have these insights at their disposal for coaching.
Pros
I love the easy to use format and how digestible the information is. Often times reporting, especially the ones as detailed as the ones they provide can be difficult to make sense of. The reports they provide make it very obvious to anyone what the actionable items are. Also being able to auto-send the reports daily is awesome.
Improving Sales process. We have been able to identify major gaps in behavior and also given the sales managers the tool they need to have these insights at their disposal for coaching.
Currently, we are using InsightSquared primarily for the sales department of our software solution. We hope to be able to use it across the entire firm in the next year or so. It is helping us to better forecast our sales. We have also started to use it to get an idea of how often sales opportunities are being pushed in the pipeline instead of being closed as a loss. We are at the beginning of figuring out all that InsightSquared has to offer, but it has been immensely helpful in seeing our data in different ways to assist us in the process of cleaning.
Pros
I love the flexibility that InsightSquared has to offer. We have a number of Salesforce fields that are used in different ways because we aren't strictly a sales company. They have been helping us from the beginning to figure out the best ways to organize our data to get the information we're looking for.
The Dashboards within the system are great. I wish we used them better than we currently do, but that is a growth area for us. As the admin, I have the capability to setup dashboards for different users who may not be as tech-savy. This is huge because I can play around with them and experiment before we implement for the user.
Cons
I know this is something they have in process, but I would love to be able to customize reports myself. The support team is always super responsive and makes sure that we're taken care of. But, it would be great to just be able to log in and change the small things myself.
I recently downloaded the InsightSquared app to my phone, and I'd like to see more functionality there. Currently. You are only able to see dashboards that have a already been created.
Likelihood to Recommend
I wasn't involved in the selection process for this system, so I am not sure what some of the key questions might be. I can tell you that I think it's definitely more appropriate for companies that are more sales driven. We are an accounting firm, and though business development is a huge part of our business the sales model is very different from the typical sales company. I do think that the flexibility of the InsightSquared system is what has allowed us such success in using it.