Easy Insight

Easy Insight

Drag. Drop. Done. Business Intelligence Made Easy.

4.8/5 (6 avis)

Easy Insight - Présentation

Description du logiciel Easy Insight

Easy Insight is a fully featured business intelligence application that allows you to economically achieve the ability to gain an insightful overview of total business operations. With this overview, businesses can hone in and analyze data to find key information specific to their different business units—discovering how they can improve marketing campaigns, achieve better sales conversion rates, and drive better development processes. Running in the cloud, Easy Insight is securely accessible anytime – anywhere, using popular mobile and commercial devices.

Easy Insight - Présentation

Prix

À partir de
50,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

Easy Insight provides a tiered subscription model starting at $50/month. Tiers depend on the amount of storage/volume, functionality, and support required.


Easy Insight - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Asie, Australie, Canada, Chine, Europe et 5 autres, Inde, Amérique latine, Afrique et Moyen-Orient, Royaume-Uni, États-Unis
Langues
anglais

Captures d'écran

Capture d'écran pour Easy Insight : Overview section of dashboard for Insightly
Capture d'écran pour Easy Insight : Overview section of dashboard for Insightly Capture d'écran pour Easy Insight : Overview section of dashboard for Basecamp Capture d'écran pour Easy Insight : Overview section of dashboard for Pivotal Tracker Capture d'écran pour Easy Insight : Quarter over Quarter section of dashboard for Highrise. Capture d'écran pour Easy Insight : Overview section of dashboard for Highrise.

Easy Insight - Avis

Easy Insight - Avis

Note globale
4.8
/
5 6 avis
Excellent
5

Très bien
1

Moyen
0

Médiocre
0

Mauvais
0

Rapport qualité-prix
4.5
Fonctionnalités
5
Simplicité d'utilisation
4.5
Support client
5
100% des utilisateurs recommandent cette application
Sean M.

Excellent Reporting Tool

There are a lot of CRMs out there but few as simple and intuitive as Highrise. Unfortunately, we almost didn't use it because it lacks any reporting capabilites. Also, the majority of plugins out there don't allow for much reporting beyond just simple sales pipelines that just end up making you have to enter information in two different systems. By chance though I stumbled on Easy Insight and used their free trial. My superiors and I were blown away! Not only did it provide the classic sales pipeline that everyone expects, but thanks to their helpful and friendly staff I was able to build custom reports for each of my executives. We have pipelines, quarterly reports, reports by sales rep, upcoming project reports and even a report that calculates estimated server loads due to upcoming projects. The great thing is that once I build these reports I don't have to log in to easy insight to update them. They will automatically import data from your CRM and allow you to automate them so that they email themselves to your managers and execs at any time on any day. This means as long as your CRMs data is kept current you aren't doing double work managing a reporting plugin and your CRM constantly or manually creating reports. This has allowed me to provide powerful reporting capabilities while still keeping a simple CRM for my sales people so they aren't doing tons of data entry but rather spending their time doing what generates revenue: building and maintaining relationships with clients. It even interfaces with a number of CRMs so even if you are using something more robust like Salesforce I would give it a try you might be surprised. This is a really exceptional product.


Traduire avec Google Translate
Mckay S.

Basically any customized report is possible with Easy Insight.

Knowing exactly what was going on in our business and being able to pull exactly the data we want.


Traduire avec Google Translate
Pete H.

A Must Have

We use Hubspot as our web platform (marketing automation, CMS, etc.) and HighriseHQ for our CRM. Finding Easy-Insight saved us from upgrading our CRM. We can do incredible analysis and auto-report generating. This week, I wanted to report on the status of our sales funnel...and I had the PPT slides built in 10 minutes because the data was already waiting for me in an Easy Insight report (counts of leads in what stages of the funnel). Lastly, technical support has been responsive and helpful. This is perhaps the most useful and high ROI spend in my online marketing budget.


Traduire avec Google Translate
Utilisateur vérifié

Good little reporting tool

We use Easy Insight for a couple of applications and it works quite well. It is fairly easy to use and allows you to schedule reports to be sent to you automatically, which is a big time saver! The Easy Insight folks are very friendly and have always gone over and above to make us happy and get us the reporting data we are looking for. Great customer service.


Traduire avec Google Translate
Zach B.

Easy Insight is Essential Glue + Analytics for SaaS

We're using EI, along with Zapier and IFTTT, to glue together the SaaS tools that run our business. EI provides essential business metrics for us, and allows us to expose some otherwise hidden data to our customers.


Traduire avec Google Translate
Sean M.
Secteur d'activité: Conseil en gestion
Taille de l'entreprise: 13-50 employés
Traduire avec Google Translate

Excellent Reporting Tool

Publié le 04/06/2014
Provenance de l'avis : GetApp

There are a lot of CRMs out there but few as simple and intuitive as Highrise. Unfortunately, we almost didn't use it because it lacks any reporting capabilites. Also, the majority of plugins out there don't allow for much reporting beyond just simple sales pipelines that just end up making you have to enter information in two different systems. By chance though I stumbled on Easy Insight and used their free trial. My superiors and I were blown away! Not only did it provide the classic sales pipeline that everyone expects, but thanks to their helpful and friendly staff I was able to build custom reports for each of my executives. We have pipelines, quarterly reports, reports by sales rep, upcoming project reports and even a report that calculates estimated server loads due to upcoming projects. The great thing is that once I build these reports I don't have to log in to easy insight to update them. They will automatically import data from your CRM and allow you to automate them so that they email themselves to your managers and execs at any time on any day. This means as long as your CRMs data is kept current you aren't doing double work managing a reporting plugin and your CRM constantly or manually creating reports. This has allowed me to provide powerful reporting capabilities while still keeping a simple CRM for my sales people so they aren't doing tons of data entry but rather spending their time doing what generates revenue: building and maintaining relationships with clients. It even interfaces with a number of CRMs so even if you are using something more robust like Salesforce I would give it a try you might be surprised. This is a really exceptional product.

Avantages

Staff is friendly and helpful, constantly making improvments and changes to meet the needs of clients. Easy insight is a very powerful and flexible tool; your ability to create specialized reports is only limited by your imagination.

Inconvénients

Really I haven't had any problems with it my bosses and I are very happy. Whenever I've run into a problem or couldn't figure something out the staff is very responsive so issues get addressed very quickly.

Mckay S.
Traduire avec Google Translate

Basically any customized report is possible with Easy Insight.

Logiciel utilisé toutes les semaines pendant 1 à 5 mois
Publié le 08/08/2017
Provenance de l'avis : Capterra

Knowing exactly what was going on in our business and being able to pull exactly the data we want.

Avantages

The software is very customizable. You really can do all kinds of things to customize your reports that use your existing data. It is super convenient to be able to pull information straight from your other cloud-based software in your business. As long as you have good data, your reports will turn out well. It really helps you to watch key metrics that are important in your business.

Inconvénients

The reports can be difficult to create and sometimes you run into issues when combining data from multiple databases. Firms like TeamworkExpertTraining.com do provide services for you which is nice. Of course, once you get them set up, you can keep using the reports from then on.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Pete H.
Secteur d'activité: Conseil en gestion
Taille de l'entreprise: 13-50 employés
Traduire avec Google Translate

A Must Have

Publié le 19/06/2014
Provenance de l'avis : GetApp

We use Hubspot as our web platform (marketing automation, CMS, etc.) and HighriseHQ for our CRM. Finding Easy-Insight saved us from upgrading our CRM. We can do incredible analysis and auto-report generating. This week, I wanted to report on the status of our sales funnel...and I had the PPT slides built in 10 minutes because the data was already waiting for me in an Easy Insight report (counts of leads in what stages of the funnel). Lastly, technical support has been responsive and helpful. This is perhaps the most useful and high ROI spend in my online marketing budget.

Avantages

Speed.
Simplicity.
Support.
Auto-report distribution.
Price.

Inconvénients

None

Utilisateur vérifié
Secteur d'activité: Logiciels
Taille de l'entreprise: 51-200 employés
Traduire avec Google Translate

Good little reporting tool

Publié le 19/06/2014
Provenance de l'avis : GetApp

We use Easy Insight for a couple of applications and it works quite well. It is fairly easy to use and allows you to schedule reports to be sent to you automatically, which is a big time saver! The Easy Insight folks are very friendly and have always gone over and above to make us happy and get us the reporting data we are looking for. Great customer service.

Avantages

Easy to use, works with a lot of applications.

Inconvénients

Doesn't have a lot of user documentation so for a non-techy user it may require contacting the help desk for help on writing requirements.

Zach B.
Secteur d'activité: Logiciels
Traduire avec Google Translate

Easy Insight is Essential Glue + Analytics for SaaS

Publié le 20/06/2014
Provenance de l'avis : GetApp

We're using EI, along with Zapier and IFTTT, to glue together the SaaS tools that run our business. EI provides essential business metrics for us, and allows us to expose some otherwise hidden data to our customers.

Avantages

Flexible. Supports lots of services and when combined with ZAPier can support just about anything with an API. James provides great personalized support.

Inconvénients

Some bugs, but have always been worked out promptly when requested. UI could be friendlier but it does the trick once you figure it out.

Recommandation utilisateur
10/10
Basé sur 6 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Easy Insight - Prix

Easy Insight - Prix

À partir de
50,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-prix

Easy Insight provides a tiered subscription model starting at $50/month. Tiers depend on the amount of storage/volume, functionality, and support required.

Easy Insight provides a tiered subscription model starting at $50/month. Tiers depend on the amount of storage/volume, functionality, and support required.

Rapport qualité-prix
4.5/5
Basé sur 6 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Easy Insight - Fonctionnalités

Easy Insight - Fonctionnalités

API
Analyse des tendances
Analyse en temps réel
Analyse visuelle
Business Intelligence
Création de tableaux de bord
Données en temps réel
Filtrage des données
Graphiques
Importation et exportation de données
Interface glisser-déposer
Intégration de tiers
Monitoring
Outils de collaboration
Rapports ad hoc
Rapports et statistiques
Rapports personnalisables
Tableau de bord d'activités
Visualisation de données
Vues filtrées
Fonctionnalités
5/5
Basé sur 6 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Plus d'informations sur Easy Insight

Plus d'informations sur Easy Insight

Easy Insight - Principales fonctionnalités

  • Connect instantly and get building, no need to talk to sales
  • Design clear, concise, and stylish reports in a few clicks
  • Effortlessly integrate data from a wide variety of systems
  • Embed your reports and dashboards into external sites
  • Extract data from spreadsheets, databases, and APIs
  • Get the reports and dashboards you need without involving IT
  • Schedule recurring emails of your customized reports
  • Take advantage of prebuilt reports and dashboards on demand

Avantages

Easy Insight gets you building clear, concise, and stylish reports immediately when you need them. By eliminating the exorbitant expenses, time consuming sales pitches, and site complexity that hinders other traditional business intelligence applications, Easy Insight is a simple solution that will help you make better business decisions.

Small and medium businesses can quickly achieve visibility across their enterprise at no initial cost, paying only for what they need. Easy Insight is extremely user friendly, and clients can create a variety of customizable status reports with ease utilizing Easy Insight’s drag and drop report builder. Users also enjoy a built-in library of report, and dashboard templates that are available on demand.

Easy Insight - FAQ

Easy Insight - FAQ

Voici quelques-unes des questions fréquentes sur Easy Insight.

Q. Quels sont les types de licence disponibles pour Easy Insight ?

Types de licences disponibles pour Easy Insight :

À partir de: 50,00 $US/mois

Type de licence: Abonnement

Essai gratuit: Disponible

Easy Insight provides a tiered subscription model starting at $50/month. Tiers depend on the amount of storage/volume, functionality, and support required.

Q. Quelles sont les principales fonctionnalités du logiciel Easy Insight ?

Fonctionnalités du logiciel Easy Insight :

  • Connect instantly and get building, no need to talk to sales
  • Design clear, concise, and stylish reports in a few clicks
  • Effortlessly integrate data from a wide variety of systems
  • Embed your reports and dashboards into external sites
  • Extract data from spreadsheets, databases, and APIs
  • Get the reports and dashboards you need without involving IT
  • Schedule recurring emails of your customized reports
  • Take advantage of prebuilt reports and dashboards on demand

Q. Qui utilise Easy Insight ?

Utilisateurs habituels du logiciel Easy Insight :

Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, À but non lucratif, Administration publique, PME

Q. Dans quelles langues Easy Insight est-il disponible ?

Langues dans lesquelles Easy Insight est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Easy Insight ?

Types de licences disponibles pour Easy Insight:

Abonnement

Q. Easy Insight prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Easy Insight.

Q. Avec quelles applications Easy Insight peut-il s'intégrer ?

Applications s'intégrant à Easy Insight :

Basecamp, Constant Contact, Freshdesk, Highrise CRM, Moxtra, Quick Base, Redbooth, Smartsheet, Teamwork Projects, Zendesk

Q. Quelles sont les ressources d'aide disponibles pour Easy Insight ?

Ressources d'aide disponibles pour Easy Insight :

FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo