Mediafly Intelligence360, based on InsightSquared's solution acquired by Mediafly in 2021, is a sales analytics and development platform that also supports demand generation analytics and SaaS reporting. It is designed for providing insights into sales processes, closing rates, pipeline and revenue forecasts, calculating KPIs, and market hiring processes.
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Revenue Grid
Score 8.0 out of 10
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Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring the best results, shows deals at risk, and prioritizes tactics with the greatest impact. Guided Selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. The vendor states their philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in…
If all of your data isn't consolidated in one place, this product is less appropriate. If your company or team structure isn't yet developed to the point where you have well defined sales targets based on historical data and accurate forecasting, many of the benefits of Insight Squared's data analysis could be lost on you. Ask yourself first if your sales team is at the point where you're ready to utilise data analytics to scale your sales effectively.
For my needs, it is exactly what I needed. The collection of data from emails to Salesforce is the #1 thing I wanted. It is so much more intuitive than the Lightning solution. As well, being able to log calls, and create new events and tasks right in Outlook is very helpful.
I love the flexibility that InsightSquared has to offer. We have a number of Salesforce fields that are used in different ways because we aren't strictly a sales company. They have been helping us from the beginning to figure out the best ways to organize our data to get the information we're looking for.
The Dashboards within the system are great. I wish we used them better than we currently do, but that is a growth area for us. As the admin, I have the capability to setup dashboards for different users who may not be as tech-savy. This is huge because I can play around with them and experiment before we implement for the user.
I'd love to see the user interface available in other languages, especially Spanish.
As an administrator, I would like to be able to make more customizations myself. I believe this is on their roadmap.
When I create a new user in Salesforce, I would like to be able to force InsightSquared to update and immediately enable the new user rather than wait for the normally scheduled update to appear in their system. Right now, it takes about a day for the new user to appear in InsightSquared.
The usefulness of InsightSquared on a day to day basis. Mind you, I don't know of comparable products (other than the Salesforce dashboard, which I'm not a huge fan of; InsightSquared is sexier), so that is also a factor. If I was approached by a vendor with a similar solution and maybe less expensive? It would definitely be a conversation to have
Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs
InsightSquared is easy to use overall. Running reports and creating dashboards is quick and easy - drag and drop functionality. All reports have multi-filter options allowing you to drill down into your data. Scorecards for employees help show how quickly a rep can start selling after they join your team. Activity ratios provide insight into what it takes from a KPI standpoint to close a deal.
InsightSquared has a very responsive team, and always willing to help with reporting needs which are not able to be completed in house. They do offer a professional services team at an additional cost, so if your reporting is very complex, or you have a team that is continuously changing the type of metrics they require as a business, their support team will be an invaluable asset for you.
Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)
Our internal SF team looked at some alternatives that Salesforce already provides, as well as Tableau which we use internally. InsightSquared is preferred within our org because it is tailored for sales analytics and is easy to get up and running with meaningful components quickly if our leadership needs to get specific graphs.
Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.
