InsightSquared Reviews in July 2026: User Ratings, Pros & Cons

The Power Is In The Knowledge

What do you like best? The friendly interface of the priduct as well as the friendly attitude of the entire support team of INsightSquared. From the moment we implemented, there have been people supporting us along the way. What do you dislike? THe complexity which with it takes to pivot on a new field and create a custom filter. I also would love it if there was a way to mass tag all of our clients as opposed to doing so individually. What problems are you solving with the product? ...

new to is2

What do you like best? i like that it is an easy to use platform and that it is pretty intuitive for someone who just started utilizing it. What do you dislike? there's some functionalities that are missing like forecasting features. What problems are you solving with the product? What benefits have you realized? all of the reports that i need are quickly accessible

Power Admin / Commercial Analyst

What do you like best? Where to start??? OK, tops is the UI "eye candy" followed by the robust gears and levers I can pull to filter data and find actionable information for our organization that is compelling for everyone from BD Reps to the Board. Support feels like an extension of our own sales department, and our account rep truly cares about our successful experiences. Annual conference keeps us fresh with new analytics to share with the teams. What do you dislike? Refresh delay, but ...

Insight Squared Review

What do you like best? The design and ease of customization - it's got most of the same features as salesforce reporting but with a much simpler user experience What do you dislike? There are a few limitations in grouping certain fields with large quantities Recommendations to others considering the product: Take advantage of training resources What problems are you solving with the product? What benefits have you realized? Improving forecasting accuracy, making distribution of ...

Director, Sales Operations

What do you like best? Intuitive, easy to use. Lots of standard reports What do you dislike? Flexibility is both a pro and a con. All the options can be overwhelming. A guide to what each report does would be very helpful Recommendations to others considering the product: Very affordable solution to get you beyond standard reports and dashboards you can get through SFDC. What problems are you solving with the product? What benefits have you realized? Day to day sales management and ...

Powerful Sales Analytics

What do you like best? - Ability to support accountability of sales reps and mgt - In-depth and actionable analytics - Extensive reporting and ability to dig deep into revealing metrics What do you dislike? Can be a bit overwhelming with the numerous reports, drill-downs and customization options which makes this tool very advanced. With training and guidance can be addressed. What problems are you solving with the product? What benefits have you realized? Data Integrity Pipeline ...

Insightful so far

What do you like best? Enjoyed learning more about some of the unique insights one can glean from massive amounts of Salesforce.com data What do you dislike? Nothing so far, need to spend more time exploring the capabilities of Insight Squared further What problems are you solving with the product? What benefits have you realized? At this point, we are seeking to learn more about offerings from solutions such as Insight Squared as we plan our future roadmap

Improved Forecast Accuracy and Pipeline Management

What do you like best? IS2 gives me, a Sales Ops lead of a small team, time back in my schedule by doing the calculations of predicting forecast, and enables our sales leaders to better manage their teams. Reporting is much more user friendly than what we can accomplish via CRM alone and our executives appreciate the ability to drill into trends they are spotting to better understand why we are seeing the results. What do you dislike? For what we subscribe to (Sales Analytics I don't have ...

Great Analytical Tool

What do you like best? Insight Squared offers a great analytical tool for sales operations and sales enablement teams. I enjoy that you can dig into what the data is showing you to draw conclusions. What do you dislike? I don't like that the dashboards don't immediately help you understand what the data is showing you. You have to click into the tile to open a report to understand. Sometimes the pivots can be overwhelming and adding too many filters to it can limit the data too much. What ...

Purpose built solution for growing B2B SaaS business

What do you like best? It feels like the product was built specifically for our business needs. Great out of the box capabilities to enable very fast time to value. The flexibility and ease of use of the platform makes it easy to quickly unlock the value we were looking to get out of the solution. What do you dislike? It's not a system of record. We always are looking / ensuring that the data we are looking at in IS2 is the same as the data that is in SFDC, which acts as our customer / ...