Full Circle Insights Reviews & Product Details

It's helpful that it's native to Salesforce so I can manage everything in one place. It's not the most robust software but it is good enough for our organization to use it to manage our funnel. Review collected by and hosted on G2.com.

Full Circle's reporting functionality is dependent on Salesforce's reporting capabilities so it can be a bit limited. They provide dashboards out of the box and they're good enough but if you want to dive in you have to go into each individual report and adjust settings there. Review collected by and hosted on G2.com.

FullCircle is the connected tissue between our Sales, Marketing, and Operations teams. All team members are aligned on our multiple funnel setups, campaign alignment, and reporting metrics. AS a company we all review and agree on the funnel conversion and velocity reports, which help us make smart decisions. From a campaign to leadership level we are able to report on influence marketing, which allows us to show digital, content, social, and demand impact across an entire opportunity. Team members can understand their direct impact and contribution to an opportunity throughout the sales cycle and during customer onboarding. Review collected by and hosted on G2.com.

Implementation or rebuilding can be daunting without knowledge of how flows or processes will be affected. Like any other platform, constant iteration and changes need to be made. A full-time employee needs to be responsible for understanding and managing the processes. Review collected by and hosted on G2.com.

We have been Full Circle customers for over 5 years, and it is not an exaggeration to say our reporting would be light years behind where it is now if it wasn't for Full Circle. We're now in the process of re-implementing after we were acquired and leveraging it for even more use cases than we did previously. The consultative approach as well as the team's willingness to go the extra mile to accommodate any "quirks" in our process have been invaluable. Some highlights of our usage:

Tracking multiple funnels (marketing, field sales, SDR, CSM, etc) in real-time.

Reporting on a daily, weekly and quarterly basis with minimal effort. Those board meeting reports are a breeze now.

On-demand visibility into campaign performance and influence, allowing for course correction.

Productive meetings with Sales, informed by metrics and real-time dashboards rather than opinions.

Less reliance on "anecdata"

Full Circle is the shining star of our marketing/ sales tech stack. Our Marketing, Revenue Operations and Sales team are way more productive and aligned as a result of Full Circle. We would be lost without it. Review collected by and hosted on G2.com.

No dislikes that I can think of, honestly. Review collected by and hosted on G2.com.

It works as designed! It truly has one of the more diverse influence and attribution models when compared to what is relatively on the market. Since the model is built into SFDC, you can leverage custom reporting fairly easily so as your organization grows and changes, you can also easily change the model(s). Review collected by and hosted on G2.com.

You have to optimize the solution for your business's data structure. If your environment is too complicated you'll need a data manager. I would have appreciated data management best practices or examples from other organizations similar to my own and how they utilized the application after installation. The out-of-the-box dashboards and reports were useful but it took some time to align what FCI could do and how we would find value.

There is also some desire to see the funnel from Contact or Account level in our CRM versus the response level as it would be easier to grasp but uninitiated parties. Review collected by and hosted on G2.com.

Full Circle's response + funnel management has managed our demand gen funnel for years – it works well for our needs. We used Full Circle for multi-touch attribution as well, although we recently built a custom influence model in Tableau instead. Review collected by and hosted on G2.com.

Support for issues/questions can take a couple days between responses, and once there was a monthly release that was incompatible with our config and caused our funnel to go down for a week until they pushed a fix to our SFDC instance. They have a small team so we just have to monitor our instance/issues closely. Review collected by and hosted on G2.com.

In theory, Fullcircle's architecture for funnel tracking and campaign attribution is excellent. It makes a lot of sense how it orients much of the tracking and updates around the existing campaign member object in SFDC. The infrastructure and reporting you get from Fullcircle should honestly come out of the box for all B2B instances of SFDC. It gives you a lot of flexibility in curating how you want to track your business' funnel(s), create a lead lifecycle, and divvy up opportunity pipeline to campaign touchpoints. Review collected by and hosted on G2.com.

While it's great that Fullcircle lives directly in SFDC, this can be a double-edged sword. On the one hand, this means there is no integration necessary and field updates happen quickly. However, any issue outside of Fullcircle's own configuration panel almost always requires a SFDC admin or developer to troubleshoot. And since Fullcircle is a BIG tool that needs to play nice within a SFDC instance with other integrations and automation, issues can pop up frequently. This can be a real pain if you don't have that resource. While their support can be great, even they can be stumped around issues that pop up. There are still some instances of Fullcircle failing to update fields that remain unsolved for us so things definitely are not perfect and it does require some level of monitoring.

As a marketing ops manager, Fullcircle is probably one of the most complex tools I've utilized (outside of Marketo and SFDC). While it can be flexible and customized to your needs, you just have to know the ins and outs in order to do so.

Lastly, the product is very sticky (for better or for worse). Even if we wanted to migrate to a different tool, the pain of doing so alone might be reason enough not to. Review collected by and hosted on G2.com.

My favorite part about FCI is the ability to pull all data from contacts and leads views into one singular view on the campaign with campaign members reports. For reporting on the funnel this is incredibly helpful. Review collected by and hosted on G2.com.

The implementation is extremely time consuming and you definitely need a dedicated SFDC Admin internally for implementation and upkeep. Review collected by and hosted on G2.com.

Full circle is easy to use once its deployed and is a native salesforce app. It makes it easy to add fields from leads, contacts, account, opportunity and related objects and run all sorts of reporting. We use it for full funnel and influence reporting - Multi-touch, First and Last but it can support other types as well. Review collected by and hosted on G2.com.

Its based on Campaign Member object so not easy to figure out if the lead or contact is MQL looking at the lead/contract records. Digital tracking is not complete and web visits are hard to track without UTMs. Review collected by and hosted on G2.com.

Full Circle offers a very robust way to understand how campaigns contribute to closing deals. The ability to create multiple models is a nice way to test new ways to score without interrupting the current process Review collected by and hosted on G2.com.

There is A LOT of configuration and it is not entirely straightforward. Fortunately, there is a support team that is very helpful and knowledgeable about the product Review collected by and hosted on G2.com.

The components of the product allow for detailed tracking of marketing outreach. There are many levers within the managed package that can be streamlined for your business. Review collected by and hosted on G2.com.

To fully utilize the components you will need a dedicated team to successfully implement and then utilize this powerful tool. Give a lot of thought to the implementation process and who will manage the reporting and direction moving forward. Review collected by and hosted on G2.com.