
InsightPro
En savoir plus sur InsightPro
InsightPro est un logiciel de gestion des ventes, des installations et des garanties conçu pour aider les fabricants à rationaliser et à gérer l'ensemble du processus de réclamation au titre de la garantie, du début à la fin, grâce à des outils de devis, de factures, de gestion client, de gestion des réclamations, de bons de commande, de reporting en temps réel, etc.
Pour aider les utilisateurs dans la gestion des interventions et des garanties, InsightPro prend en charge des tableaux de bord basés sur les rôles, des formulaires de réclamation en ligne, un planificateur de services et un portail pour les concessionnaires. Grâce au tableau de bord basé sur les rôles, les utilisateurs ont un accès rapide et central aux informations commerciales, ainsi qu'aux données sur les performances des membres de l'équipe. InsightPro guide les utilisateurs tout au long du processus de réclamation, étape par étape et permet aux équipes de programmer les techniciens de service en ligne de manière pratique via le planificateur de service.
InsightPro facilite la gestion des ventes et des installations grâce à des fonctionnalités telles que les devis, les factures, les bons de commande et le suivi des projets. Les utilisateurs peuvent générer des devis et des factures précis pour les clients, ainsi que créer des achats et recevoir des articles en ligne. InsightPro permet aux utilisateurs d'accéder à toutes les informations sur les clients en un seul endroit et permet aux utilisateurs de mettre en place et de suivre plusieurs projets pour les clients. Les outils de reporting en temps réel donnent aux utilisateurs un aperçu concret des performances des entreprises. InsightPro permet aux utilisateurs de gérer les bons de commande et plus encore en déplacement, via leur appareil mobile.
Options de tarification dès :
Non fourni par l'éditeur
- Version gratuite
- Version d’essai gratuite
- Abonnement
Clients typiques
- Travailleurs autonomes
- Petites entreprises (de 2 à 50 employés)
- Moyennes entreprises (de 51 à 500 employés)
- Grandes entreprises (500 employés minimum)
Déploiement
- Basé sur le nuage
- Sur site
Disponible dans les pays suivants
Canada, États-Unis
Langues
anglais, français
Options de tarification dès :
Non fourni par l'éditeur
- Version gratuite
- Version d’essai gratuite
- Abonnement
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Fonctionnalités
Nombre total de fonctionnalités pour InsightPro : 64
Alternatives
Salesforce Sales Cloud

Service Fusion

A1 Tracker

ServiceWorks

Avis
Vous avez déjà InsightPro?
Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.

- Secteur d'activité : Matériaux de construction
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d’utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Extremely user friendly and easy to figure out
Publié le 2019-08-27
Avantages
Our customer service team loves this tool because we spend a hell of a lot less time on the phones. We take far less calls now than we ever have in the time I've been here. Our department uses the automated customer surveys and my team won the competition last month for the highest satisfaction score. We incentivized high satisfaction scores and it has really improved the customer experience. And we know because it's tracked on the home page of our dashboard when we log in. There's a lot of features to this product and I was honestly surprised how quickly and easily our team was able to use it without asking questions.
Inconvénients
I wish we had the ability to build custom reports. It's not something we need that often but when we do we export the data and run it through a spreadsheet.
Réponse de InsightPro
Thank you so much for taking the time to review InsightPro. We always appreciate the positive feedback from our customers! If you have suggestions on the types of new reports and data you'd like to see, please let us know by sending an email to [email protected]. We're thankful for your support and would be happy to discuss providing more data and analytics that are relevant to all of our customers.
- Secteur d'activité : Matériaux de construction
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d’utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
Great tool for manufacturing companies!
Publié le 2019-06-28
Our experience was extremely positive with InsightPro from the start. Their team is so awesome....
Our experience was extremely positive with InsightPro from the start. Their team is so awesome. They even came out to our office to show us the product and help get us started. One of the biggest reasons we wanted to start using this platform was to improve our team's communication. This has helped all of our customer service representatives have more information when talking to customers and providing updates.
Avantages
InsightPro is a tool truly built for window and door manufacturers. We absolutely love the online claim forms that were built on our website. They allowed customers to start a new warranty claim and our team got notified when a new online form came in. It kept us from having to retype the customer's information multiple times and made things so much easier. I really liked how we were able to receive photos directly from the customer and that they were automatically stored under the customer history section so that we could always go back and reference them if needed. There's so much more I could go on about that made my job easier.
Inconvénients
The only thing I can think of that I wish the software had is more dashboards. There's a ton of reports that are really helpful but I like being able to see charts and graphs. Would be cool if this was incorporated.
Alternatives envisagées
Salesforce Sales CloudRéponse de InsightPro
Thank you so much for taking the time to review InsightPro. We love hearing positive feedback from our customers! If you have suggestions on the types of dashboards you'd like to see, please let us know by sending an email to [email protected]. We appreciate your support and would be happy to discuss providing more data and analytics that are relevant to all of our customers.
- Secteur d'activité : Construction
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d’utilisation
- Support client
- Probabilité de recommander le produit 7.0 /10
KP Windows
Publié le 2020-11-20
great service and very useful tool
great service and very useful tool
Avantages
The ease of communication it provides our business.
We use this software to coordinate our after sales services for windows. It allows our multiple clients to easily create after sales services we can then process and assign to out repair techs.
Inconvénients
It would be great if we could process more than one issue per case file to accurately get metrics back from the software to give feedback to our production team. currently if a customer has multiple issues with a product we can only report one issue. We would have to create multiple cases per client if we wanted to record all issues on a window unit.
Réponse de InsightPro
We appreciate your feedback! It's rewarding to know that InsightPro has made communication and the overall process easier for your customers, field service techs and office staff.
We continuously enhance our software based on suggestions like yours! A key goal when creating this software was to ensure Visibility with meaningful reporting, driven by built-in analytics (not canned reports). We are excited to hear that your teams find value in using these to monitor & improve business performance! We recently released 2 new report features and have the multi-issue metrics on the upcoming development list. Feel free to reach out to us with suggestions.
- Secteur d'activité : Matériaux de construction
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Simplicité d’utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
InsightPro to make your day easier
Publié le 2020-12-03
Overall, the experience has been very positive with InsightPro for tracking our claims thru a...
Overall, the experience has been very positive with InsightPro for tracking our claims thru a specific process and for gathering feedback; I would only suggest a few tweaks to make it even better.
Avantages
I like the fact that InsightPro is customizable to what our organization needs. As we have continued to use it, we have found more applications and have continued to be able to customize it it specific to our programs.
Inconvénients
The communication with customers thru "sharing" in e-mail could use a little improvement. We have found a number of instances where documents, etc. were sent, but the customer did not receive the e-mail and we did not have a way to verify receipt so we were not aware. It left an issue to extend beyond normal time while we were waiting for a response from a customer who never received the request.
Additionally, customers are able to provide a review after their claim is complete, but we only receive notice of the review if it falls below a certain threshold/ rating. We would like to have visibility of all reviews so we can view the positive as well as the negative to learn how to improve our customer experience.
Réponse de InsightPro
Thank you for your honest feedback. It's fantastic to hear that InsightPro helps your team track claims and provides an organized process.
We appreciate your reaching out so we could resolve the email issue and help with navigating to where the customer reviews are stored. We'll make some enhancements to make navigation & tracking even better. Thank you for being a valued customer!
- Secteur d'activité : Vente en gros
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d’utilisation
- Support client
- Probabilité de recommander le produit 8.0 /10
Hassle Free
Publié le 2020-09-18
Overall it is worth it and it deliveries results that allow less hassle on gathering information....
Overall it is worth it and it deliveries results that allow less hassle on gathering information. Great product
Avantages
This product lets you build cases for your technicians exactly how you would like them to see it. I like the feature of attaching important document for specific jobs so your technicians can view them on their mobile device to better help understand details on the jobs. I also like that you can assign more than one technician to an individual job so each of those techs get notifications allowing them to see customer information and job details. This is a great platform for small to large industries looking to keep track of Service or work orders and get the information back as they are at the job.
Inconvénients
If there was anything that I would dislike, it would be that sometimes it does not allow all the photos the technicians attach to properly upload.
Réponse de InsightPro
Thank you for sharing your experience with our warranty & field service management software. It's great to hear that the work order & scheduling features have streamlined communication between your field service techs & office staff.
Thank you for contacting us when the tech had an issue with their mobile device not uploading photos, we are glad their issue was resolved. Contact us anytime, our support team is always happy to answer questions and provide technical assistance.
InsightPro - FAQs
Voici quelques-unes des questions fréquentes sur InsightPro.Q. Quels sont les types de licence disponibles pour InsightPro?
Types de licences disponibles pour InsightPro :
- À partir de :
- Type de licence : Abonnement
- Version d’essai gratuite : Non disponible
Q. Qui utilise InsightPro?
Utilisateurs habituels du logiciel InsightPro :
Travailleur autonome, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000
Q. Dans quelles langues InsightPro est-il disponible?
Langues dans lesquelles InsightPro est disponible :
anglais, français
Q. InsightPro prend-il en charge les appareils mobiles?
Appareils pris en charge par InsightPro :
Android (mobile), iPhone (mobile), iPad (mobile)
Q. Avec quelles applications InsightPro peut-il s'intégrer?
Nous n'avons pas d'informations sur les intégrations offertes par InsightPro.
Q. Quelles sont les ressources d'aide disponibles pour InsightPro?
Ressources d'aide disponibles pour InsightPro :
Service client/courriel, FAQ/forums, Base de connaissances, Support téléphonique, Chat/Clavardage
Catégories connexes
Consultez toutes les catégories de logiciels trouvées pour InsightPro.