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InsightSquared Review

2

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Very good

Revainrating 4.5 out of 5  
Rating 
4.7
Sales, AI Sales Assistant

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Description of InsightSquared

InsightSquared delivers complete visibility into your revenue processes—the visibility you need to understand where, why and how you win. It's your blueprint to more revenue. CROs and revenue teams partner with InsightSquared to turn data gaps into opportunities—and wins. Here’s how. Using machine learning, we automatically capture, integrate and analyze every revenue activity throughout the sales process giving you unprecedented visibility. Then we calculate your winning deal profiles, clearly identifying what great looks like, when to coach, where to drive improvement, and how to create long-term competitive advantages. We have changed the way B2B marketing, sales and customers success teams use data to strategize, coach, forecast and execute across their revenue streams. With InsightSquared you get real-time, eye-opening revenue intelligence you can’t get anywhere else.

Reviews

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Type of review

Revainrating 5 out of 5

Best tool ever implemented across various teams and departments

The best part about this software is that it has helped us in tracking our sales process for each of my accounts - I can see all details from first call right till closing deal! There are some features which could be added like-ability between users (if one user logs out or closes his/her browser tab then other should not able access) & ability to track leads as well.-it will take time before we start seeing results but with constant efforts by team members at Insightsquare they do provide…

Pros
  • Easy navigation, easy way data entry& quick search options available within dashboard itself without going through different tabs / pages)
  • Customer service response times were good always :)
Cons
  • Nothing

Revainrating 4 out of 5

Great Customer Service - Detailed Reporting

The best part about Insights is that it gives us all of our data in one place so we can see what customers are doing with their accounts from start to finish. This tool has helped me tremendously by giving me detailed reports for each account I manage. They also provide excellent customer service when needed via email or phone calls which was very helpful as well! No dislike at this point. We use insight squared to track everything regarding my accounts including ACH deposits/payments, check…

Pros
  • It also does the calculations for me so I can easily see what my revenue is and how close I am to my budget as well as how many accounts I am short for the year
Cons
  • There is nothing about this software that I dislike