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InsightSquared icon


Business Software Sales

The InsightSquared suite, consisting of the Tiles and Slate platform, is an all-in-one package for managing and visualizing your company's revenue data.

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InsightSquared Reviews

We have 1 review for InsightSquared. The average overall ratings is 4.0 / 5 stars.

Write a Review
grex avatar
My Opinion on InsightSquared
written by grex on 2018-03-02 04:26:13
Ease of Use
Customer Service
Value For Money

Overall Opinion: A good customer relationship management platform can help you better understand the relationship between your customers and your money, but the information provided by most CRM software can be limiting. InsightSquared can provide you with more control over your historical, present, and future revenue data all in one easy to use package. Between the versatile template reports provided by Tiles and the customized reporting options available through Slate, you can get access to the deep and insightful financial reporting you need to keep your company running at peak capacity. InsightSquared is largely unique in the field in that it lets you mix and match the features you need to build a tool set that's uniquely catered to the demands of your business. Most of the revenue information a business owner could possibly need on a day to day basis can be found in the Tiles toolkit. This library of over 80 different sales reports integrates with Salesforce's CRM platform and helps you track various aspects of your business' financial growth from day one. These reports are designed to help give you a window into the past and present and more effectively plan for the future, and you can choose what information your employees have access to at any given moment. The options available to you for Tiles are broken up into packages, making it easier to help you narrow down what you need and subscribe to the ideal package for your company. Sales analytics help you keep an eye on your current sales, track trends drawn from your existing CRM data, and plan for the future. Demand generation helps you put the metrics from your sales team in context of your revenue and help you determine where your profit is coming from and what leads are going to most profitably benefit you, while sales development analytics lets you more effectively determine the strengths and weaknesses of your individual salespeople and teams. All of this comes supported by SaaS reporting that lets you quickly updated your investors and managers in real time. If dozens of preconfigured financial reports aren't enough, Slate is available to help you fill in the gaps. You aren't just confined to the data pulled from SalesForce. Numerous compatible APIs let you draw data from a wealth of resources like zendesk, HubSpot, and GitHub and put them in context for you. By compiling this data all in one place, you can easily compare and analyze metrics from a variety of disparate sources and visualize them in terms you and your associates can more readily understand. The ability to create thematic dashboards mean you can juggle large numbers of reports without having to sort through reams of information.

Pros: Modular subscription plan let you pay only for the features that matter to you Easy to setup and learn the basics of the platform Versatile options support a wide range of different business models

Cons: Depth of features means there can be a steep learning curve Lack of real-time updates for CRM metrics Customized reporting features can be expensive

grex is using InsightSquared every other week recently.

InsightSquared Videos

Youtube Video: InsightSquared Customer Webinar - A Sales VP's Guide to the Quarterly Business Review

InsightSquared Head of Sales, Steve McKenzie, presents the most important InsightSquared reports a Sales VP should be using to run a Quarterly Business Review.

Disclaimer: This video was not made by us, but we found it interesting enough to embed it here.


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About This Article

This page was composed by and published by It was created at 2018-04-30 23:10:16 and last edited by at 2020-03-06 07:49:45. This page has been viewed 3282 times.

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