InsightSquared Articles

We find that many sales reps spend too much time and effort working opportunities that are not likely to convert or close. To make sales teams much more efficient, sales managers should be [...]

  Summary: Are you an InsightSquared Admin? Check out our latest webinar for great tips on managing InsightSquared within your company and team. [button size=”large” [...]

The Executive Board says 8. But is that number right for you? The number 8 has a lot to do with how sales managers spend their time, according to the Sales Leadership Council. The study shows [...]

Sometimes it can feel like sales managers are juggling a million projects at once. It is easy get caught up in the bustling, day-to-day drive for sales – but you can and should get time [...]

Financials at Your Fingertips Turn-key, value-add financial reports available anywhere, anytime. Unlock Your Financials from Your Desktop Always On, Always Up-to-Date Works with QuickBooks Online [...]

Consolidated Company-Wide Reporting Don’t let fragmented QuickBooks files hamstring your financial reporting. One set of reports for your whole company. Unified Reporting Across Offices Segment [...]

Visual, Powerful Financial Insights Drill down when you need to, or step back to take in the big picture. InsightSquared delivers visual answers to your financial questions. Intuitive visuals and [...]

QuickBooks + Salesforce.com = Analytics Gold Your financial data is an asset. InsightSquared’s Multi-Data-Source (MDS) integrations deliver reports your can’t get anywhere else. MDS Reports [...]

Sold vs. Actuals Compare invoiced values to CRM deal figures and guide your Sales team with better data. Automatic Match Deals and Invoices Deal-by-Deal, Client-by-Client, or total Company More [...]

Identify Your Best Customers Keep tabs on your customers and know who is paying on time and who owes you what. Powerful retrospectives not possible in QuickBooks! Collection performance by [...]