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InsightSquared Screenshots
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What We Do

InsightSquared integrates with Salesforce to provide powerful, industry-leading data intelligence. Our software analyzes, scrubs, and displays your data clearly so your team is more productive and generates more revenue.

What We Offer

  • Open Opportunity & Activity Tracking

    What are your employees working on? We track your open opportunities, at every stage, for every employee. We also send a nightly synopsis emailed to your inbox, so you’re always caught up with the latest activity information.

  • Client Comparisons

    Which clients are your most profitable? Which are you working most efficiently? We use activity-based-costing and cohort analysis to help you choose where you should spend your team’s precious time.

  • Sales Pipeline Analysis

    How much of your sales pipeline will close in the next 30, 60, 90 days? What phase is each opportunity in? We run regressions on your past deals to continuously update your sales forecast.
    And more!


How It Works

We update our data hourly using automatic connections with Salesforce. Our system employs multivariate regression, activity-based costing, ratio calculations and more to get your data reported to you as accurately and informatively as possible.
[note][blockquote cite=”Dave Melville, CEO, The Bowdoin Group”]InsightSquared is the first tool I have seen that is customizable, intuitive and actionable.[/blockquote][/note] [/three_fifth] [two_fifth_last] [framed_box bgColor=”#FFFFFF” style=”border: 1px solid #CCCCCC; box-shadow: 0px 0px 5px #EEE;”] [gravityform id=20 name=Friends ajax=true] [/framed_box] [/two_fifth_last]