InsightSquared Review

InsightSquared is a suite that offers a range of business analysis and reporting features to measure all aspects of your business, including marketing, sales, customer support, financial and personal aspects. The app’s sales analysis features provide an in-depth analysis of the sales pipeline, covering the sales forecasts and retrospective identification of the trend. Sales analysis reports can also be used to measure employee achievements and successes. They can be combined with marketing analysis information to identify lead sources, track their generation and measure campaign results. InsightSquared also offers a variety of financial reports, customer support and staff analysis.

INSIGHTSQUARED – TUTORIAL

Watch this video, which will help you familiarize yourself with the reports and navigation on this marketing analytics software:

INSIGHTSQUARED – FEATURES

• Sales prevision: data-based previsions that adapt to changes in payout percentages and sales cycles of representatives; periodic reservations and analysis of push rates at the representative level
• Pipeline Analytics: historical pipeline over time, pipeline review tools, pipeline inflow/outflow analysis, more
• Activity Analytics: activities by representative and by account over time, comparison vs objectives, activity-to-activity reports
• Analysis of the results: analysis won/lost, sales funnels by company and by representative, reservations against objectives and more
• Prevision accuracy analysis: calls and manual prevision tracking, forecast accuracy analysis between representatives and teams
• Demand management: quantity of demand generation, quality, conversion from lead, to opp, to close, conversion rates over time, average conversion time in each lead phase and adherence to the follow-up of the sales SLA
• Marketing attribution: impact of marketing on the pipeline and revenue, compare first touch, last touch and multi-touch attribution models or customize to fit your unique process
• Planning and analysis: website traffic performance, email performance, historical conversion data, main source data, including creation of concluded opportunities and offers, and conversion prevision