Full Circle Insights Features
Data Sourcing (5)
Data Sourcing
Compiles data from a breadth of either internal or external sources.
Exporting & Sharing Data
Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization
Allows users to view data visualizations on several devices.
Interactive Dashboards
Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation
Enables user to segment customer or prospect data in meaningful ways such as by industry or region.
Predictive Analytics (4)
Lead Scoring
Provides scores or rankings of each prospect based on the data provided.
Opportunity Scoring
Provides insights to determine which deals already in the pipeline have the best chance of closing.
Risk Analysis
Warns sales teams of accounts that may be at risk of being lost.
Live Forecasting
Provides live customer data so that sales organizations forecasts stay current.
Sales Management (3)
Live Pipeline Management
Updates every time a change is made enabling users to trace a deal through the pipeline.
Account-Based Analytics
Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking
Enables sales managers to stay on top of their team activities by providing visibility into customer communication.
Lead Intelligence (3)
Market Insights
Based on 17 Full Circle Insights reviews and verified by the G2 Product R&D team. Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
As reported in 17 Full Circle Insights reviews. Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc. 18 reviewers of Full Circle Insights have provided feedback on this feature.
Lead Management (3)
Segmentation
As reported in 18 Full Circle Insights reviews. Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Based on 15 Full Circle Insights reviews. Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Marketing Campaigns (5)
Omni-Channel Tracking
Based on 18 Full Circle Insights reviews. Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue. 18 reviewers of Full Circle Insights have provided feedback on this feature.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. This feature was mentioned in 15 Full Circle Insights reviews.
Opportunity Timeline
Based on 18 Full Circle Insights reviews and verified by the G2 Product R&D team. Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Based on 19 Full Circle Insights reviews. Allows for custom report types to match the goals of a company.
Campaign Execution (4)
Website Personalization
Provides tools that dynamically serve content, messaging, and calls-to-action.
Prioritized Accounts
Helps determine which accounts have the highest/lowest opportunity to convert. 15 reviewers of Full Circle Insights have provided feedback on this feature.
Trending Accounts
As reported in 14 Full Circle Insights reviews. Helps determine the direction of each individual account and how to engage through specific content.
Email Campaigns
Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.
Marketing Operations (5)
ROI Tracking
Based on 53 Full Circle Insights reviews and verified by the G2 Product R&D team. Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
Data Collection
Based on 55 Full Circle Insights reviews and verified by the G2 Product R&D team. Gathers data about the effectiveness, impact, and reach of marketing campaigns
Customer Insights
Based on 38 Full Circle Insights reviews and verified by the G2 Product R&D team. Collects and reports on data relating to customer journeys, preferences, and history
Multi-User Access
Based on 48 Full Circle Insights reviews and verified by the G2 Product R&D team. Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
Spend Management
Includes features for budgeting, forecasting, and managing marketing investments
Campaign Activity (6)
Campaign Insights
Based on 64 Full Circle Insights reviews and verified by the G2 Product R&D team. Analyzes historical and current marketing campaigns to inform future strategy
Reports and Dashboards
Based on 64 Full Circle Insights reviews and verified by the G2 Product R&D team. Creates reports and dashboards to analyze results of campaigns
Campaign Stickiness
Based on 52 Full Circle Insights reviews and verified by the G2 Product R&D team. Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking
Based on 56 Full Circle Insights reviews and verified by the G2 Product R&D team. Collects marketing campaign performance data across multiple channels
Brand Optimization
Based on 41 Full Circle Insights reviews and verified by the G2 Product R&D team. Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback
Predictive Analytics
Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization
Budget Creation (1)
What-If
Test the potential financial impact of business decisions on revenues and expenses
Forecasting (3)
Historical Data
Forecasting is based on past transactions and historical financial or operational data
Reforecast
Ability to recreate forecasts to include new information that may impact budgets
Rolling Forecasts
Used to review and update budgeting assumptions for a predefined period (usually one year)
Analytics (1)
Variance Analysis
Project out as the year progresses to accommodate trends that affect key business drivers.
Attribution Modeling (6)
Single-Touch Attribution
Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.
Multi-Touch Attribution
Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.
Algorithmic Attribution
Uses machine learning to create an attribution model.
Cross-Device Attribution
Tracks customer interactions across mobile and desktop.
Offline Attribution
Allows users to track touchpoints through offline channels, such as events.
Custom Attribution
Allows the user to create a custom attribution model.
Marketing (4)
B2B Attribution
Provides features for B2B marketers.
B2C Attribution
Provides features for B2C marketers.
Marketing Channels
Enables marketers to track multiple marketing channels.
Integrations
Integrates with other sales, marketing, and advertising software.
Reporting (3)
Dashboards
Provides customizable dashboards that allow users to view and manage data.
Data Visualizations
Displays attribution data through easy-to-interpret charts and graphs.
Custom Reporting
Allows users to build custom reports.
Platform Basics (2)
Dynamic Segmentation
Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).
Journey Optimization
Automates the testing and optimization of customer-facing messaging and campaigns.
Platform Data (4)
Journey Reporting
Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).
Trends Reporting
Ability to measure product usage by feature, campaign performance by source, and other trending metrics.
Dashboards
Provides dashboards to combine and visualize quantitative and qualitive customer journey data.
Advanced Data Filtering
Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.
Platform Additional Functionality (2)
Journey Mapping
Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.
Integrations
Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.
Matching (3)
Priority Matching
Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.
Account Tiebreakers
Provides tiebreaking features when leads match to multiple accounts.
Fuzzy Matching
Provides matching logic features for special characters, acronyms, and other complex names.
Routing (4)
Match and Route
Automatically routes matched leads directly to account owners.
Multi-Objects
Allows users to build custom routing rules.
Territories
Allows users to assign leads to selected territories and regions.
Working Hours
Allows users to configure schedules so leads are routed only during working hours.
Platform Operations (8)
Service level Agreements
Allows users to configure service level agreements so leads get matched and routed as fast as possible.
Audit Logs
Provides features to audit any leads that were misrouted to incorrect accounts.
Duplicate Match
Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.
Capping
Limits the number of leads to assign to sales reps.
Analytics
Provides analytics for tracking and monitoring routing.
Integrations
Provides integrations for CRMs and marketing automation platforms.
Alerts & Notifications
Sends an alert to salespeople when a lead is routed to them.
AI Lead Matching & Routing
Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.
Agentic AI - Customer Journey Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Marketing Analytics (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Attribution (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Account Data Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Budgeting and Forecasting (3)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives






