Categories Articles, Not Blog, Webinars

InsightSquared Features Webinar – June 21, 2012

 

Summary:

A recording of InsightSquared’s webinar on many of our best features.

Chapters:

Activity Dashboard starts at 4:45, audio gets significantly better around 6:45 (but is still functional for those two minutes)
Goals — 8:55
Won/Lost Analysis — 11:00
Sales Cycle — 15:00
Data Quality Errors — 20:10

Questions & Answers begin — 24:00
Goals & Activity Ratios by Client — 24:15
Activities — 25:30
Win Rate — 27:25
Sales Cycle Phases — 28:40
Data Quality Errors — “What are data quality errors?” — 30:15
Candidate Submission Issues – 31:55
Placement dashboard — 33:00
Candidate Source analysis — 34:55
Contract Revenue — 37:20
Candidate Source field in ATS — 40:00
Monthly bookings — 41:55
Monthly billing & contract revenue — 43:20
Projected Revenue dashboard, permanent and contract revenue — 44:20
InsightSquared Partner Referral Program — 46:20
Quickbooks Beta — 47:00
Split dashboard and employee-specific views – 47:50
My Reports — 48:45
Employee Scorecard — 50:10
Limited viewing for certain employees — 52:30
Sales Forecast Dashboard — 53:50
Employee Goals on Bookings Dashboard— 55:30
Wrap-up — 55:55

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Samuel Clemens
Sam is founder and chief of product & marketing for InsightSquared. Previously, Sam was VP Product at HubSpot, VP Product at BzzAgent, and on the founding team at Elance.com. His background also includes venture capital with Greylock Partners, the Algorithms group at Amazon.com, and management consulting with Booz Allen Hamilton. Sam has an MBA from Harvard Business School and a B.S. in Applied Math from Yale. In his off time he dives shipwrecks in the New England area.
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