August 30, 2013

InsightSquared – Understand Your Sales Funnel

InsightSquared provides sales managers with detailed analytics that show exactly where their businesses are dropping the ball on potential deals. Detailed forecasting models, pipeline histories, and conversion data are visualized and formatted in a way that allows business owners to set realistic expectations for growth and revenue.

Select an InsightSquared pricing plan based on the number of CRM users at your company, and then get to work setting up your account. InsightSquared pulls data from multiple online sources, including Salesforce and Google Analytics. It then analyzes the raw information it collects and uses it to create detailed sales forecasts. Look at how historical conversation rates are impacting your company’s future income projections, and see which clients or employees are generating the most and least revenue. InsightSquared can show you how your pipeline has evolved over time, breaking down the pipeline by stage, client, employee, or deal.

Among InsightSquared’s dozens of useful business intelligence features for small to mid-size companies are sales tracking and sales activity efficiency ratios. These features can be used to determine how many calls it takes to close a deal, or which clients are requiring the most attention from employees at your company. InsightSquared also offers a number of marketing tools, which have been built to show which campaigns produce the highest conversion rates and generate the best ROI.

Practical Uses:

  • Eliminate blockages in your sales funnel
  • Highlight employees who are closing the most deals
  • Track conversions from multiple marketing campaigns
  • Visualize sales trends over time

Insider Tips:

  • Pull business data directly from Salesforce and Google Analytics
  • Sign up for nightly status emails
  • InsightSquared can be set up to flag data errors or sales cycle warnings
  • Use InsightSquared’s “sales rep scorecards” when evaluating individual employees

What we liked:

  • InsightSquared makes sense of the data that businesses are already generating
  • Companies can use InsightSquared to speed up their sales cycles
  • Marketing data can be used to make more informed business decisions
  • A universal tagging system lets admins group employees and clients together inside the system

What we didn’t like:

  • InsightSquared doesn’t offer a very robust library of support articles, which can be a problem for new users


Company Info:

  • Launched: November 2010
  • Privately Held
  • Headquarters: Cambridge, Massachusetts
  • Founded by: Fred Shilmover, Samuel Clemens, and Bryan Stevenson
  • Web site:


  • Basic plan is $99 per month for up to 5 CRM users
  • Standard plan is $35 per month, per CRM user (from 6 to 100)
  • Enterprise plan is $45 per month, per CRM user (with unlimited users)

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