Sales

The insights you need to win more deals. No more static reports or Excel exports. Real sales analytics for real business people.

Sales

Accurate Sales Forecasting

  • Forecast sales using historical win rates. No hunches, no rose-tinted glasses; just the facts.
  • Win Rates by Employee and by Stage
  • Identify Must-Win Opportunities
  • Forecasted Bookings vs. Historic Averages

Comprehensive Sales Pipeline Management

  • Your Monday morning sales slides are ready. Identify the opportunities and sales reps that need your attention.
  • Analyze your open pipeline by:
  • Close Date and Value Changes
  • Employee and Stage
  • Custom Segments of Your Choice

Painless Sales Retrospectives

  • Slice and dice your historical bookings. Discover emerging trends and leading indicators of success.
  • 10+ Pre-Built Pivots
  • Segment by Geography or Product Line
  • Filter by Rep, Team, or Office

Powerful Pipeline Trends

  • Pipeline analysis you can’t get anywhere else. Everything you need to know, any date range that matters to you.
  • Complete History of Pipeline Flows
  • Conversion Rates Over Time
  • Indicators of Success to Correct Course

Know Your Buyers and Sell More

  • Know which prospects match your strengths with amazing Sales Cycle and Won/Lost analyses.
  • Win Rates by Opportunity Value, Stage, and Age
  • Share Success Stories Across Employees
  • Weed out Bad Opportunities

Rep-by-Rep KPIs

  • Who’s pounding the pavement and who is winning deals most efficiently?
  • Rep-Specific Activities vs. Goals
  • Incentivize Efficient Sales Practices
  • Promote Friendly Competition

Data-Driven Sales Coaching

  • Coach your reps with “by employee” pivots on every report and an Employee Scorecard to pull it all together.
  • Identify the Best Rep for Each Opportunity
  • Help Reps Close More Deals
  • Help Reps Develop their Sales Toolkit

Sales and Marketing Alignment

  • Measure marketing’s contribution with a full suite of Campaign and Lead reports.
  • Track Lead Generation Over Time
  • Identify your Most Successful Campaigns
  • Lead Sources by Booked Deals

Salesforce + QuickBooks = 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 include:
  • Booked Deals vs. Realized Revenue
  • Effort Per $1K Invoices
  • Trends in Cash, Bills, & Accounts Receivables

Financial

No more waiting for your accountant to “run the numbers”. Never export to Excel again. Your financials are just a click away.

Financial

Unlock Your Historical Data

  • Identify month-by-month trends in your revenue and expenses. Any timeframe, any segment.
  • Insights into Emerging Trends
  • Drill in on Specific Accounts or Segments
  • No Estimates, No “Black Boxes” formulas

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 & QuickBooks Desktop

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 by Office or Division
  • Works with QuickBooks Pro – Online or Desktop!

Visual, Powerful Financial Insights

  • Cross-object reports and filters
  • 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 supporting data tables
  • Drill down to get the story behind the numbers

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 include:
  • Booked Deals vs. Realized Revenue
  • Effort Per $1K Invoiced
  • Trends in Cash, Bills, & Accounts Receivables

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

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 customer or aggregated
  • Act now to ensure collections

Auto-Associate Source Objects

  • Seamless MDS integration associates “Acme Incorporated” in QuickBooks with “The Acme Inc.” in Salesforce. Only with InsightSquared!
  • Simply review auto-associated objects
  • Flexible assoctions of clients and employees
  • Consolidate objects to fix old names

Marketing

Your campaigns generate the leads. Your leads drive new business. You’re a marketer. And we’ve built an analytics suite just for you.

Marketing

Daily Lead Gen Reports

  • Every day your team is generating leads. Keep your finger on the pulse and hit your lead goal this month.
  • Powerful insights into:
  • Progress Towards Lead Gen Goals
  • Current Trajectory vs. Last Month
  • New Leads by Source

Get Credit for Your Campaigns

  • Identify which campaigns generate the most new leads and which convert the most leads to opportunities.
  • Analyze campaigns by:
  • New Leads Generated
  • Leads Converted to Opportunities
  • “Primary” Campaign Touches

Marketing Sourced Deals

  • Get credit where credit is due. Know which campaigns and which lead sources led to wins.
  • High-impact reporting on:
  • Campaigns and Lead Sources that Win
  • Lead to Opp Conversion Rates
  • Average Value Per MQL

Improve Your Conversion Rates

  • Identify the weakest link in your lead qualification process and take aim where it matters most.
  • Conversion Rates by Status
  • Complete History of Conversion Rates Over Time
  • Filter by Source or Geography

Maintain the Momentum

  • Identify leads that are left untouched for 3, 7, or 14 days and act now to keep the ball rolling.
  • Days Untouched by Lead Status
  • Deliver on Your “Service Level Agreement”
  • Weed Out Stale Leads

Capitalize on Your Lead Data

  • Your lead data is your most important asset. Powerful historical analyses inform better strategies for the future.
  • Cohort Leads and Visualize Outcomes
  • Trends in Lead Inventory Over Time
  • Understand Your Successes and Adapt

Marketing and Sales Alignment

  • Your converted leads are immediately on Sale’s radar. Follow your leads through to the finish.
  • Comprehensive Pipeline Management
  • Objective Sales Forecasting
  • Lead : Deal Win Rates

Salesforce + QuickBooks = Analytics Gold

  • Your financial data is an asset. InsightSquared’s Multi-Data-Source (MDS) integrations deliver reports you can’t get anywhere else.
  • MDS reports include:
  • Booked Deals vs. Realized Revenue
  • Effort Per $1K Invoices
  • Trends in Cash, Bills, and Accounts Receivables

Staffing

Translate your ATS data into actionable intelligence. Run your firm by the numbers and make more placements.

Staffing

Comprehensive Job Order Management

  • Your Monday morning slides are ready. Identify the job orders and employees that need your attention.
  • Analyze open job orders by:
  • Job Order Age and Momentum
  • Job Order Status
  • Custom Segments of Your Choice

Detailed Activity Dashboards

  • Set KPI goals for each employee and track progress and employee-efficiency ratios.
  • Monitor Trends in Productivity and Efficiency
  • Segment Activity by Recruiter or by Client
  • Multiple Dashboards for Split-Desk Offices

Know What Wins

  • Know which prospects match your strengths with amazing Time to Fill and Won/Lost analyses.
  • Win Rates by Job Order Value and Age
  • Share Success Stories Across Employees
  • Weed out Bad Job Orders

Powerful Placement Retrospectives

  • Slice and dice your historical placements. Discover emerging trends and leading indicators of success.
  • Intuitive Visuals and Detailed Data Tables
  • 10+ Pre-Built Pivots
  • Filter by Candidate Source, Client, or Office!

Projected Revenue Calculations

  • Customized placement formulas to match your workflow. Understand the composition of your candidates in the field.
  • Revenue Formulas that Match Your Workflows
  • Visualize Job Starts and Finishes
  • Early Warning of Renewal Opportunities

Candidate Source Analysis

  • Who is bringing in new candidates, and which sources produce the best candidates.
  • Candidate Source Conversions
  • Average Job Order Value by Source
  • Database Additions by Employee

Your ATS + QuickBooks = Analytics Gold

  • Booked Deals vs. Realized Revenue
  • Effort Per $1K Invoiced
  • Trends in Cash, Bills, & Accounts Receivables
  • Your financial data is an asset. InsightSquared’s Multi-Data-Source (MDS) integrations deliver reports you can’t get anywhere else.
  • MDS reports include:

Data-Driven Coaching

  • Coach your reps with “by employee” pivots on every report and an Employee Scorecard to pull it all together.
  • Identify the Best Recruiter for Every Job Order
  • Help Recruiters Make More Placements
  • Help Recruiters Develop Their Skill Set

Service

Get the insights you need to scale your team efficiently, prioritize cases intelligently, and protect your hard-earned revenue.

Service

Create a Data-Driven Culture

  • Measure your data

    Easily identify trends and spot opportunities for improvement.

  • Take action

    Update your staffing, process, and documentation to increase your ROI on customer service.

  • Understand the why

    Get the story behind the numbers and know the root cause.

Smarter Scheduling and Staffing

  • Customer service is stressful enough. You shouldn’t have to worry about proving the need for a new hire.
  • Intuitive visualizations to see when and where cases come from so you can plan your staffing model
  • Backlog reporting that lets you see what kinds of cases are driving growth and where the bottlenecks exist
  • See case submissions by employee over time to know when you’re outside your comfort zone

Your Complete Case History

  • In addition to frequent data refreshes, we also pull your complete case data so you don’t have to worry about exporting data every weekend or working with limited snapshots.
  • Flexible backlog reporting that lets you pick the range and interval
  • Time-to-resolution reports that tell you how long each case spent in each stage
  • A complete activity history for every case tells the full story

Spend Less Time Making Reports

  • Our pre-built dashboards and reports give you more time to make customers happy.
  • At a glance, see if you’re meeting your SLA goals by tier or entitlement
  • Schedule recurring emails and forget about running those weekly reports
  • Get live dashboard data anywhere with the InsightSquared mobile app

Get Business Context for All Your Cases

  • The more data sources you connect to InsightSquared, the more powerful your analytics become.
  • Overlay sales, marketing, and account data on your case screens
  • Understand the true cost of customer ownership and identify your neediest relationships
  • Spot churn risks early based on their interactions with support

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