The Ultimate Guide to InsightSquared CRM: My Personal Review
My Verdict
These reports can be used to improve other business sectors, like staffing, marketing, and customer success. The CRM system's integration with various applications gives businesses a more streamlined and centralized workflow.
- Provides valuable insights on sales forecasting
- Automated workflow saves time and cost
- Helps in identifying critical areas in the sales funnel that need improvement
- No information on the pricing plans
- Limited customer support
Recommended by our experts
What Does InsightSquared Do?
InsightSquared CRM tool is a robust sales forecasting and analytics system. The AI-powered forecasting tool enables team members to easily submit data while allowing managers to track, review, and override changes. The automated forecast submission provides the whole team with prompt AI-driven updates.
Businesses using the CRM tool can divide the forecasts into various segments like region, line of business, period, or products. The CRM collects sales history and provides insights to businesses on how to make successful conversions.
InsightSquared is the best CRM for companies that want to understand sales forecasting better and enhance sales forecasting outcomes. The review provides an in-depth analysis of the suitability of the InsightSquared CRM as a reliable tool for businesses.
Key Features of InsightSquared
InsightSquared has critical features that meet the various needs of the company’s customer relationship management.
AI Sales Forecasting
The machine learning and collaboration capabilities of the AI Sales Forecasting feature provide businesses with a seamless sales forecasting experience which I found very convenient. The feature enables automatic and streamlined submission of the sales forecasting data, providing the whole team with timely AI-driven sales forecasting updates.
The forecasting reports enhance team and sales reps’ accountability by holding them accountable, providing the team’s progress, and improving their accuracy over time. InsightSquared’s Forecast Summary report helps businesses identify outdated and missing data, thus enhancing accuracy by filling the gaps.
Managers can maximize their weekly pipeline review meetings by utilizing sales activity data. They can identify critical sections to invest in and improve to enhance the efficiency of the sales funnel. Additionally, they can improve sales rep accountability by using the Actions feature on the platform.
Activity Capture
InsightSquared enables the capturing of every data. Businesses understand all the sales activities and how every activity affects pipeline movements and sales outcomes. Automating data collection from every RevOps department helps managers get the lead, contact, and account for additional coaching of team members.
The data point is consistent and accurate, providing the most profound and insightful capture capabilities, enabling managers to enhance their deal conversion strategies.
Activity Capture provides a detailed overview of every deal in the pipeline. The managers can compare various activity profiles, allowing the development and implementation of more strategic approaches to sales activities.
Interactive Reporting
Businesses need a deeper understanding of funnel coverage and lead conversion rates. Interactive reporting provides a 360-degree view of the business’s pipeline, looking at the leads, accounts, upsells, opportunities, renewals, and many more. Businesses can easily comprehend the deal process and identify the challenges and opportunities in every deal.
The reporting enables visualization of the funnel using various factors like individual roles, company, product lines, and periods, thus allowing a view of how the sales results are stacking up.The intuitive sales funnel analysis provides managers with insightful data on which sectors and individuals require additional coaching.
The account management reports cover account activities over time, providing the sales team with critical data on closing the deal faster. Additionally, managers can use the reports to make the necessary adjustments to the team and fasten the lead conversion process.
Guided Selling
InsightSquared has 120 pre-configured Actions and customizable functions to improve operations. The Actions Engine and Reporting functions easily track the actions in the selling process, highlighting the top performers.
It provides valuable insights, such as marketing messages and how they impact customer journeys and sales. Customizing the actions by user, role, region, opportunity type, stage, and custom playbooks ensures the business creates a customized journey for its customers.
Available Integrations
InsightSquared seamlessly integrates with various applications to help businesses collaborate, predict, engage, assess, and improve the customer lifecycle. Some of the popular integrations on the CRM tool include:
- Gong
- GSuite
- Outlook
- Slack
- Synthesis Flightdeck
- Litmos
Pricing Plan
InsightSquared has four payment plans. However, the pricing information isn’t available on the websites. Potential customers must request pricing information for the specific plan they are interested in. Below is a breakdown of the various InsightSquared’s pricing plans:
| Coach360 | Value360 | Engagement360 | Intelligence360 |
| Conversation intelligence Coaching plans Skill evaluation and scorecards Video training Annotating and sharing conversations Sales training content Onboard, ramp, coach Learning management | Value selling ROI calculator Business value assessments, diagnostic assessments TCO calculators | Content management and delivery Interactive content Workspaces Seller experiences Presentation tools Personalized interactions Video messaging Engagement Analytics | Sales analytics & KPI tracking Predictive forecasting Conversation intelligence Pipeline & account management Activity capture Goal management Performance management |
Is InsightSquared Easy to Use?
InsightSquared has a straightforward user interface with easy-to-access tabs. Every webpage highlights essential information about the CRM, like pricing, customers, resources, and the company. I found the resources section features eBooks that help customers have a smooth onboarding process and use the CRM tool best. The section also has additional resourceful tabs like infographics, solution overviews, videos, webinars, and events.
InsightSquared improves customer effectiveness by providing industry updates and trends throughout. The resources also look at challenges and opportunities businesses can overcome and utilize using the CRM tool. Thanks to the demo version, customers have an overview of what to expect when they pay for the InsightSquared CRM tool.
Which Companies Work With InsightSquared CRM?
InsightSquared has garnered over 200 customers. Popular companies using the CRM tool include:
- HTS Inc. Consultants – United States
- Verizon Communications Inc. – United States
- PLANGRID, INC – United States
- Andela Products – United States
Alternatives
Various CRM systems are an alternative to the InsightSquared CRM. These CRM tools include:
- Clari
- Gong
- Chorus
- SalesLoft
- Revenue.io
Suitability Assessment
Choose InsightSquared if:
- You are a small, medium, and large business in any industry
- You’re looking to address specific needs related to sales
- You’re a business struggling to understand the dynamics of the sales funnel will benefit significantly from InsightSquared
- You need detailed reports on the sales funnel and forecasting, covering every piece of information in the sales process
- Visualization of the sales team’s progress is needed for enhancing productivity
- Forecast Summary report is necessary to ensure data is updated and accurate
When I inquired about the pricing plans at InsightSquared, the system allows the business to input its employee size, suggesting a pricing plan that is customizable to the number of workers in the business.
Avoid InsightSquared if:
- You’re a small business or startup looking for CRM tools with free plans
- You’re looking for centralized customer communication. The system cannot consolidate customer communication from different channels since it primarily focuses on sales forecasting and successful conversion.