Another huge month of improvements for the InsightSquared product! We’re very excited about these new features and expect you will too. Read on for the details! One thing that isn’t outlined below in our list of new features is our work to create services and support reports. If you are using Salesforce’s Service Cloud, Salesforce’s …
Spring has sprung (though you would never know it looking out our windows here in Cambridge!). The good news for you is that we aren’t seasonal with our product releases: we add new improvements to our product every day. Here’s out monthly roll up of the most notable recent changes. Easily add reports to your …
We’ve hit the ground running in 2013 with new improvements to InsightSquared. We think that many of these features will help reshape the way our customers use InsightSquared and help to spread the use of analytics and reporting at our customers’ companies. InsightSquared is delivering the analytics you need, when and where you need them. …
Every month we send out an email update to our customers, highlighting many of the improvements we’ve made to the InsightSquared product in the prior month. In the spirit of communicating through multiple channels, here’s a run down of the most notable improvements to the product we’ve made recently to kick off the new year. …
If you talk to enough sales leaders (and I’ve talked to a LOT of them), patterns emerge. One of those patterns is how they approach their daily routine. They wake up, they open their eyes and immediately start to think about their pipeline. What’s going to close soon? What’s in trouble? What has lost its …
InsightSquared just got a little more personalized. Introducing My Reports: In your left navigation, you’ll see that we’ve created four links to the reports specific to you and only you: Scorecard, Activity, Job Orders/Opportunities, and Placements/Deals (depending on your industry). Now we’ve made it easier for busy salespeople to find what’s relevant to them, while …
At InsightSquared, we abide by the adage that “bigger is better,” and let “K.I.S.S.” guide our product design (Keep It Simple Stupid—not lycra-clad rockstar Gene Simmons…). These two principles are both exemplified in our new Collapsible Navigation Bar. Mouse over the navigation bar on the left side of the screen—see the little arrow at the top left? …
Monitoring lead inventory is a challenge at the individual level, and is even more difficult when managing a team. At InsightSquared, we are not unfamiliar with this issue, so we built our new Leads By Employee dashboard to help employees visualize leads, and enable managers to determine how their employees stack up against one another. No need to …
A month ago we introduced sales goals for individual employees. However often a CEO needs to set company-level goals that are different than just the rollup of the employees’ goals. Enter our new Company Goals feature: Features Both Value (total sales amount) and Deal Count goals Auto-adjusting timeframe: enter goals on a month-by-month basis and …
The final answer is usually “whoever delivers the most.” However there are often subtleties like: What are the top performers doing differently? Are there outliers in sales cycle or close rate which can be improved? Is it more effective to go after fewer large deals, or many smaller ones? Enter the new Employee Dashboard: Enhancements …
The answer is often not “whoever pays the most.” Other factors are which account requires the most effort to close, or which account has the best repeat close rate. Enter the revamped Client Dashboard: The chart uses the same Bookings and Efficiency contrast as before: Green bars are booked value per account in the selected …
Our Insight Feed is very popular with our customers. As a running, live-updated list of all the sales and booking activities of the company, data error notifications, and more, the Insight Feed has always been one of the most popular and most helpful screens in our business intelligence solution. Old Insight Feed But what if …
