Success Stories


We have Marketo, we have Salesforce and we have InsightSquared.”

Rick Palmer
Sales Operations Manager


What’s great about InsightSquared is that if I’m looking at sales data, and I’m wondering about anything, within 2 or 3 clicks I can have that report in front of me. That’s what makes it so powerful – you don’t have to wait for anyone to build that report for you. You can get a lot of data incredibly fast.”

Thorben Grosser
Manager of Business Development


The team has been great, the selling process amazing – and their understanding of Salesforce, helped us out even more than we get from our Salesforce team! So we’ve been able to improve our processes in Salesforce, that in turn helps us make better use of InsightSquared.”
Vivian O

Vivian O, CEO

Armada Human Capital

InsightSquared is the only reporting tool we’ve found with out-of-the-box early funnel reporting. The user interface itself is clean, intuitive, and the reports themselves are awesome. The drill-down capabilities are better than any other reporting tool I’ve ever seen.”
Katie B

Katie B
Marketing Automation and Database Specialist


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Case Studies

Kareo: Using InsightSquared to Forecast Better, Measure Conversion Rates and Grow Sales

   InsightSquared recently spoke with Rick Palmer, the Sales Operations Manager at Kareo, a cloud-based, medical software company that provides Electronic Health Records (EHR) and Practice Management (PM) software to medical practices.  In early 2013, Kareo launched two new products: a Revenue Cycle Management (RCM) service and an iPad application for their EHR service.   Because […]

Industrial Training International: Using InsightSquared to Accurately Forecast, Manage Pipeline and Predict Sales Goals

   Industrial Training International (ITI) is a world leader in the provision of crane and rigging training and consulting services.  With a new sales department that is less than three years old, ITI needed to learn how to improve sales forecasting and account management to ensure clients’ needs were being met. ITI wanted their sales […]

How InsightSquared Helped BrightPearl Accelerate Business Growth by Over 40%

   BrightPearl offers cloud software that helps retailers accelerate their growth.  BrightPearl has been growing quickly in both the US and the UK.  In 2013 it was becoming increasingly difficult for the company to keep all revenue-focused segments of the business aligned. As the team grew, managing and measuring sales and marketing metrics was becoming […]

Objective Paradigm: Using InsightSquared to Augment Bullhorn Reporting, Demonstrate Value, and Grow Business

Introduction to Objective Paradigm  Objective Paradigm is a premier technical recruiting firm servicing some of the world’s foremost  market leaders and high growth start-up companies. Founded in 1999, their organization specializes in working with technology-focused, rapid growth companies looking to augment their workforce quickly — which means Objective Paradigm relies heavily on technology themselves to streamline the […]

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