InsightSquared Review 2016
InsightSquared is essentially a sales reporting app implemented as a cloud service. It is not a general purpose BI tool, but provides a large number of sales oriented reports – to the extent that some users find the choice bewildering. It is mainly used by small and medium sized organizations, provides mobile support through a browser based interface, and is compatible with ZenDesk (customer service) , Salesforce (generic CRM solution) and Bullhorn (CRM for recruitment agencies) data. An API is available for those who want to call InsightSquared services from other apps. The main complaint against the product is the long data load times – which can take several hours. It isn’t a low cost solution either, although the sales reporting capability is very broad. The level of customizability is low, so it is relatively difficult to create bespoke reports, charts and dashboards. However most users seem to be happy with the default functionality, and usually do not need additional capability.
- Sales forecasting
- Pipeline management
- Sales rep KPI analysis
- Suite of Campaign and Lead reports.
- Marketing Campaign Analysis
- Customer support trend analysis
- Employee Scorecards & goal tracking
- Customer case management and analysis
- Employee activity dashboard
- Customer rep KPI analysis
- Daily Lead Generation reports
- Sales retrospective reports
- Pipeline trend analysis
- Customizable reports
- Revenue and Expenses reports
- Employee scorecards and sales coaching
- Insight Feed and scheduled email alerts
The service is often compared with the likes of Tableau and Qlik Sense, but in reality there is very little comparison. InsightSquared is not a general purpose tool in the same way that Tableau and Qlik Sense are – it is specifically a sales and customer support reporting application. Larger organizations might find the closed nature of the application inhibiting, and are more likely to use a more general visual analytics platform. However it is well liked by users in smaller businesses and provides a very neat packaged solution to sales reporting needs.