Overview
InsightSquared is a software suite that provides a range of business analytics and reporting tools to measure business aspects such as sales, marketing, staffing, financials, and customer service. The solution’s sales analytics functionalities offer thorough analysis on the sales pipeline, including retrospective trend identification and sales forecasting.
You can use the sales analytics reports to measure the successes and achievements of your staff members. The reports can be merged with marketing analytics info to track lead generation, identify lead sources, and measure campaign outcomes. In addition, the application also presents a variety of staffing analysis, customer support, and financial reporting insights.
Benefits
Useful Features
InsightSquared is a cloud-hosted business intelligence suite designed for the needs of small and medium-sized companies. Chief features include employee scorecards, activity tracking, data quality monitoring, KPIs and ratios, sales forecasting, and more.
Data Monitoring Engine
The solution’s data monitoring engine spots and alerts you about common data entry mistakes. Plus, it offers status emails which contain a daily summary of your choice of important data. This enables executives to stay updated on team and sales activities. On top of that, the software enables you to monitor employees, evaluate client success, forecast upcoming deals, and analyze historical data.
Insightful Reporting Module
InsightSquared offers pipeline visibility as well as real-time reporting. It automatically produces multiple forecast models from which you can select the model that best fits your business needs. The rep-level reporting tool presents info on the performance of each sales rep, their problem areas, and how sales managers can train each rep. InsightSquared integrates seamlessly with applicant tracking systems and CRM solutions. The vendor provides customer support on multiple channels as well as a knowledge base for self-help.
Product Features
- Customer case management and analysis
- Customer rep KPI analysis
- Customer support trend analysis
- Customizable reports
- Daily lead gen reports
- Employee activity dashboard
- Employee scorecards and goal tracking
- Employee scorecards and sales coaching
- Insight Feed and scheduled email alerts
- Leaderboard
- Marketing campaign analysis
- Mobile
- Pipeline management
- Pipeline trend analysis
- Revenue and expenses reports
- Sales forecasting
- Sales rep KPI analysis
- Sales retrospective reports
- Suite of campaign and lead reports
Pricing
InsightSquared offers a simple pricing method: Select your Platform and the features you need, then choose the analytics Packages with the reports you want. Finally, pick Slate to swiftly build customized analyses that answer all your business queries. Contact the company for more details and precise pricing info.
Customer Support
- Phone Support
- Live Support
- Training
- Support Tickets