Full Circle Insights

Full Circle Insights

4.1
(87)
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Full Circle Insights structures everything for marketing responses, keeping track of the outcome of every touch whether it's from a lead or contact.

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Showing 87 Full Circle Insights reviews
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Kimberly I.
Validated Reviewer
Verified Current User
Review Source

"Great product that solves core business need--phenomenal customer service"

What do you like best?

While I love the Response Management product itself and how it helps immensely with our reporting and metrics and being able to show definitively closed won revenue sourced from Marketing efforts, my favorite part about Full Circle is hands down the customer service and support. I know I can log a case or email my rep and have a response usually in less than an hour, and they're always willing to hop on the phone with you and talk something out and provide recommendations for best practices on how to set something up, or go the extra mile and help you set up configurations that are very specific and native to your org (like setting nurture time limits for people in the Recycle stage to prevent them from "re-MQLing too fast, etc.). I've worked with Full Circle for over a year now and the service has never wavered or teetered off just because we're no longer new clients. Highly recommend.

What do you dislike?

It is complicated and difficult to set up and it does require work to maintain. I wouldn't recommend it to someone who does not have buy-in or support from their sales team. Sales leadership buy-in and assistance with Sales Ops is so incredibly crucial to making Full Circle truly worth the investment. Setting up and deployment takes about 3 months, so if you don't have a good sales process down pat, I'd focus on fixing those core things first before setting up Full Circle. Those who don't have the time or their org doesn't see the need yet for detailed analytics and reporting, I wouldn't recommend because it would be wasted if not used and set up properly. Should definitely be seen as a key investment and major shift in marketing-sales reporting.

What problems are you solving with the product? What benefits have you realized?

Campaign attribution, full active funnel metrics to track velocity and funnel progression of MQLs, revenue sourced from marketing and sales funnels, drill-down campaign performance reports. Most used reports are the current active funnel and marketing influenced opps/marketing influenced closed won.

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Ryan S.
Validated Reviewer
Verified Current User
Review Source

"Excellent Funnel Management Tool for Marketing & Sales"

What do you like best?

Fixes underlying architectural issues with funnel management in Salesforce.

Provides us with:

* Complete funnel metrics

* Multiple trips through the funnel

* Point-in-time reporting

* Funnel auditing

* Locked-in funnel source reporting

* Custom influence and attribution models

What do you dislike?

It doesn't have a native way of tracking pre-opp funnel influence. So if you have a new campaign response, you can't see how many inquiries, MQLs, SALs (anything pre-opportunity) was influenced by the new campaign response.

What problems are you solving with the product? What benefits have you realized?

FCI provides us with the the necessary architecture to achieve a complete understanding of what our funnel looks like, understand conversion rates and gaps, identify precisely what campaign and team sourced the funnel trip and opportunity, and the ability to see what the funnel looked like at any point in time. With this data we can be confident in our understanding of the funnel, where to optimize, and make better forecasting decisions.

What Attribution solution do you use?

Thanks for letting us know!
Simon S.
Validated Reviewer
Verified Current User
Review Source

"The Best Tool for Tracking Marketing and Sales KPIS"

What do you like best?

The customization of the tool to fit our needs is one of the best features. Full Circle has built a tool that at its core provides so much value from the day you turn it on. The core product's functionality was built in a way that it makes it easy to use in many other scenarios and business cases. We not only use FC for tracking marketing campaign influence and attribution but for tracking lead hand off to sales and to report salesrep activity to sales managers. The transparency to the most important parts of our business that Full Circle has provided has been instrumental to making core changes to how we do business.

What do you dislike?

It can be complicated to implement and troublshoot issues. However, the support that Full Circle provides is like no other that I've experienced. They are the greatest vendor that I've ever worked with and you can tell they have a real passion for ensuring their customers are satisfied and finding value.

Recommendations to others considering the product:

Full Circle is highly customizable. It's value comes from the tool matching to how your business runs. This means that it may require quite a bit of work to get the tool to a point where it provides lots of value to you.

Also since the tool relies on your campaigns to track influence you need to make sure you spend time making your campaigns organized and correct. We've been using Full Circle for over 8 months and we are still making tweeks to how we organize campaigns so that reports show the data we are trying to track.

What problems are you solving with the product? What benefits have you realized?

Multi touch campaign attribution, Marketings Contribution to Pipeline, Funnel Velocity and Conversion, Funnel Optimization, Sales Handoff, Sales Rep Acceptance, Lead Management, Lead Routing, and so much more.

Jason P.
Validated Reviewer
Verified Current User
Review Source

"Can't live without this in Sales too, not just Marketing..."

What do you like best?

Aligned funnel reporting between Sales & Marketing that accounts for deficiencies in Salesforce.com's native Lead-to-Opportunity model. Our reporting doesn't break in a multi-touch model where we could be working with Contacts, not just Leads.

What do you dislike?

There's a few quirks about Salesforce's native Campaign Membership, which FCI builds on top of... They are limitations of Salesforce, not of FCI specifically, like when a Lead/Contact is merged, if both records were members of the same Campaign, Salesforce doesn't merge the Members, one gets deleted and one gets kept.

What problems are you solving with the product? What benefits have you realized?

For the first time we understand the outcomes/results of multiple passes through the funnel by the same prospect, whether that prospect is in Salesforce as a Lead or as a Contact, whether it was Inbound from Marketing or Outbound by Sales. We understand "Source" on a couple different dimensions, like the traditional original Lead Source, but also the source of each individual touch (e.g. Marketing originally sourced the name two years ago, but it didn't MQL and Sales reached out on their own, or Sales sourced the name then Marketing nurtured it into an Inbound MQL).

Tom K.
Validated Reviewer
Verified Current User
Review Source

"A MarTech Must Have"

What do you like best?

Campaign Funnel Attribution is hands down my favorite part of FC. Once setup, I can easily run reports to see what impact on the funnel individual campaigns or campaign types have had. These reports also easily build our dashboards which we use on a daily basis to understand our funnel impact.

What do you dislike?

I wouldn't say this is a dislike, but once you initially start using FC, there is a lot to learn. Having better OnBoarding materials or training classes might help speed up the time you need to feel comfortable in using all these new data points.

Recommendations to others considering the product:

Make sure you have a data/process oriented person running this software

What problems are you solving with the product? What benefits have you realized?

Our biggest problem before using FC was understanding who was where in our funnel & how did they get there. Response Management has completely alleviated that issue, now we know where everyone is and how they got there.

One of the biggest benefits I've uncovered goes in line with my "dislike"; its extremely customizable. If you can think of a data point the chances are you can probably create it on your own or FC will help you. I've been able to measure things such as Total vs Organic MQLs and Lead Created to Won conversion.

A
Administrator
Validated Reviewer
Verified Current User
Review Source

"Why build your own model?"

What do you like best?

While I could spend weeks to months building multiple influence models, this product is fairly easy to roll out. The bigger challenge is getting the rest of the organization comfortable with the data and thinking about campaign attribution as a value statement for earlier funnel campaign activities rather than Marketing's slice of the opportunity pie. Once this is accomplished, I love that I haven't had to spend much if any time on maintenance. This is a great tool to prove how often customers interact with online collateral and in person via events prior to making a purchasing decision.

What do you dislike?

A smoother UI for opportunity creation would be appreciated, allowing people to create the opportunity from the account and select their primary contact along the way. Corrections to primary campaign attribution are pretty painful - but this has actually ended up being a good tool to help educate people about the value of influence rather than direct sourcing, which is inherently problematic.

Recommendations to others considering the product:

Be really cautious when evaluating predictive analytics companies if you are a small company with long sales cycles. They fit a different toolset need and be sure to educate yourself about minimum dataset requirements.

Also note that this product is inherently marketing centric since the analytics are based on campaign activity. Although you can enforce opportunity sourcing accuracy with response prompts, influence models are going to naturally lean in the favor of marketing--which is why I prefer to use it to prove the value of specific campaigns rather than prove the value of marketing as a whole (a can of worms will open about whether each department is providing equal value).

What problems are you solving with the product? What benefits have you realized?

Our executive team finally believes in the data being generated in the marketing department, and Full Circle Insights has been fundamental in this shift.

I
Internal Consultant
Validated Reviewer
Verified Current User
Review Source

"Good Tool Once Understood"

What do you like best?

Once the data, models, and processes are understood, FullCircle provides excellent information as to which campaigns are impacting and influencing specific opportunities within our organization. Thus allowing us to better plan for upcoming campaign planning sessions as we are now able to utilize historical data with confidence.

What do you dislike?

The influence models, while providing the information that I need, were not intuitive. I needed to pull data out of SalesForce to create the reports that I needed from FullCircle data points.

Recommendations to others considering the product:

Limiting one response from one campaign to one opportunity does not show a full picture of the campaign's effectiveness. I was able to find a workaround using campaign influence but I had to extract data out of SFDC in order to do that as I was not as concerned with the value of the campaign but the amount of responses.

What problems are you solving with the product? What benefits have you realized?

Creating a deeper link between Marketing's efforts and sales effectiveness. We are able to really drill down into the granular details to understand which campaign has impacting each opportunity regardless of any system limitations and human error resulting in data integrity issues.

Carson M.
Validated Reviewer
Review Source

"Great tool for equal attribution reporting"

What do you like best?

Full Circle makes it easy to tie revenue directly back to a specific campaign touch or to a number of campaign touches, your choice.

What do you dislike?

I think this is less of a dislike and more of an good annoyance, but Full Circle results in a fine comb going through your data and revealing a number of issues. If you don't have clean data, this tool will force you to make it clean, or you wont be able to benefit from the product.

Recommendations to others considering the product:

Be prepared for a ton of data work when switching. Your lifecycle needs to be well mapped out and you need to know the ins and outs of the data very well. You will likely touch every lead or contact in your system some way or another. Make sure you have as many hands on deck when launching in order to make sure everything goes smoothly.

What problems are you solving with the product? What benefits have you realized?

The main business problem that we were solving when we hired Full Circle was that we didn't have good insight into which campaigns were actually generating revenue. Full Circle allows us to know exactly which campaigns work and which don't, allowing us to move budget to the appropriate campaigns.

E
Executive Sponsor
Validated Reviewer
Verified Current User
Review Source

"Marketing Attribution via SFDC"

What do you like best?

We use FullCircle for response management and tracking as well as attribution and to power marketing reporting. It was important to my organization to have marketing metrics visible in our once source of truth - our CRM. I like that our metrics and tracking is visible and shared at all times with Sales. They can see and understand how attribution is calculated. It's easy to run reports on direct opportunity attribution as well as influenced revenue. You can report on revenue influence/source by any number of segments - channel, topic, region, division, content type - it is so customizable.

What do you dislike?

Because this runs inside SFDC reporting is cumbersome and not visually appealing. The product is so powerful it's hard for new users to understand as almost anything is possible to track and report on. This can feel overwhelming if you don't go in with a plan for how you want to set up and run the tool.

What problems are you solving with the product? What benefits have you realized?

Funnel tracking, direct and influenced marketing attribution, campaigns and marketing tactics success

Joe G.
Validated Reviewer
Review Source

"By far one of the most useful tools in our stack"

What do you like best?

Full Circle Insights is like a microwave - once you have it you don't know how you lived without it. Big wins for us have been:

- pipeline/revenue source and attribution reporting that is critical to our ability to make decisions around marketing investments and process changes.

- flexible MQL identification so we can really focus on leads that matter.

- closes obvious gaps in Salesforce such as lead/contact treatment.

- deep visibility into funnel performance with the ability to look back in time.

- simplified reporting on a single object making it fast and easy to build reports.

- automates almost all new processes so impact on sales is minimal.

- all reporting remains native in Salesforce so on-boarding across our managers is easy/non-existent

- great customer support and access to a proactive product development team

What do you dislike?

- major process changes require help from Full Circle to configure (although these changes are rare).

Recommendations to others considering the product:

If you use Salesforce and want to improve the performance of your revenue engine, Full Circle is a requirement. It's helpful to go into implementation with a solid understand of how your revenue engine works and how you want to track revenue attribution (if not, implementation will force you to figure it out). Come in with an open mind about how you track and report on your funnel. It will be much better with Full Circle but will require some changes to the status quo.

What problems are you solving with the product? What benefits have you realized?

We initially looked at Full Circle to enhance our MQL identification and routing model (which it did). However, the biggest benefit we realized is that we can now make far better decisions on what marketing programs to invest in, cut, and modify. It has also allowed us to compare marketing and sales funnels to find an optimal mix of both.

Overall, our entire revenue engine is much more efficient and effective with Full Circle.

UC
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"The New Standard for Best Reporting Practices"

What do you like best?

The Response Management package allows us to circumvent fundamental SFDC limitations like full funnel conversion reporting and the treatment of leads and contacts as completely separate entities. Contacts don't always become customers, and FCI allows us to handle and report on prospect contacts as what they still are - leads.

What do you dislike?

The campaign requirement can be a bit restricting when it comes to orders that need to be "split" into multiple opportunities (which happens frequently with large deals), and can lead to mis-attributed revenue.

Recommendations to others considering the product:

Definitely consider Response Management in the very least - this tool alone has helped us get around so many SFDC limitations and gain incredible amounts of insight into our marketing & sales processes. The customer support is also unparalleled - the same person who guided (extremely well) has solved every support ticket we have submitted, and in a timely manner. They're a great company to deal with, and the investment has been much more than worth it.

What problems are you solving with the product? What benefits have you realized?

We are able to get a complete and true conversion rate at every stage of the funnel - not just a sample (from not being able to measure contact conversion rates). We have been able to save budget by cutting campaigns and vendors which failed to provide returns on investments. We were also able to leverage standard Response Management fields (with slightly augmented processes around them) to report on full funnel per rep lead to deal conversion, which helped us with a new agile lead routing process based on performance.

Harrison Y.
Validated Reviewer
Review Source

"Full Circle Leverages Salesforce in Powerful Ways for Marketing Mastery"

What do you like best?

I love How FCI leverages standard Salesforce relationships like the Campaign Member and Campaign Influence to maximize marketing reporting and insights. The ability to custom tailor their solution to your business is top-class, and I appreciated the thoughtfulness that went into implementation. I love not having to rely on both Salesforce reports and Automation system reports to tie together my metrics, and with FCI, everything I need is right in SFDC.

What do you dislike?

The implementation process was more complex than I imagined. When you get into the weeds of marketing measurement, it quickly becomes clear why this complexity is necessary, and FCI has clearly thought through a lot of the roadblocks that go into this. However, having success with FCI will require a knowledgable operations person and experienced Salesforce user to fully grasp the nuances of working with FCI long term. But this kind of role and experience in house is essential to most business.

Recommendations to others considering the product:

Be aligned on your Demand Waterfall process before going into implementation.

What problems are you solving with the product? What benefits have you realized?

Tracking the full demand waterfall, aligned to the best practices of Sirius Decisions, is the number one use case for FCI. Being able to report to these standards directly out of SFDC, alongside all of our other reporting is a key time saver. Accounting for the nuances that go into calculating true conversion rates through that waterfall is the best I've seen.

Sara H.
Validated Reviewer
Review Source

"Excellent Software to Measure Marketing Attribution"

What do you like best?

FullCircle is an excellent platform that sits directly in Salesforce to report attribution for all of our marketing campaigns. The different and customizable attribution models allows us to view both primary campaign and a marketing influence view of our programs. It helps bridge the gap between our marketing automation and Salesforce reporting capabilities.

What do you dislike?

It can be difficult to get an accurate attribution since it requires sales to assign contact roles, or you have to be too broad and measure at the account level. I usually have to go in and audit the opportunities to make sure contact roles are assigned properly for attribution to be effective.

Recommendations to others considering the product:

Make sure the way your opportunities are filled out support how they measure attribution.

What problems are you solving with the product? What benefits have you realized?

We are able to accurately evaluate which programs provided a positive ROI and gain more marketing budget for the programs that are most helping to close business.

Michele H.
Validated Reviewer
Verified Current User
Review Source

"Attribution for Sophisticated Marketers using Salesforce.com"

What do you like best?

Full Circle allows me the ability to see the return from our multi-channel marketing campaigns within Salesforce.com in a way that allows for in-depth analysis that would not be possible otherwise.

What do you dislike?

I would prefer that the payment terms on a SaaS product were monthly, as opposed to up-front. Salesforce.com and others have followed this "pay for a year upfront" model, and it doesn't fit with a small/medium size cash flow needs.

What problems are you solving with the product? What benefits have you realized?

Salesforce.com does not provide a good environment for direct marketers. The campaign tracking, analysis, and attribution are limited. FCI allows an approach that gives flexibility into how campaigns are analyzed for effectiveness.

Kurt K.
Validated Reviewer
Verified Current User
Review Source

"Metrics that enable better sales/marketing alignment resulting in improved revenue growth "

What do you like best?

1.) Unified reporting across Leads & Contacts

2.) Multi-touch Campaign Influence models

3.) Accurate campaign ROI

4.) Marketing, ADR & Sales funnel conversion, volume, and velocity

5.) Historical response trending

6.) More granular aging analysis

7.) Tipping point analysis

8.) Single source of truth in Salesforce for cross departmental transparency and credibility

9.) Flexible analytics platform that adapts to our rapidly changing business

10.) Built entirely on the Salesforce.com platform

11.) Great support

What do you dislike?

I don't have anything negative to say. The product and support are great. Understanding the marketing funnel, multi-touch campaign attribution, and opportunity influence reporting is a tough challenge and is dependent on a keen understanding of your SFDC instance and maintaining data quality. Am grateful for solutions such as Full Circle Insights to help meet the important challenge of have better insight for building pipeline and increasing revenue.

Recommendations to others considering the product:

One needs to be well versed in SFDC.

What problems are you solving with the product? What benefits have you realized?

1.) Reporting divide between the Lead and Contacts  Complete funnel metrics

2.) Limited historical response tracking  Full trending reporting over time

3.) Incomplete funnel visibility  Velocity, volume or conversion rate reporting

4.) “Last touch” campaign attribution gives credit to wrong campaigns  Accurate campaign ROI and Influence reporting

Nina K.
Validated Reviewer
Verified Current User
Review Source

"Excellent attribution and marketing-focused tool"

What do you like best?

This tool solved a serious issue we had which was archiving funnel statuses and time stamps. It also allowed us to make minor workflow changes with huge impact to marketing reporting. Sales force was built for sales and with this tool, it makes marketing just as important.

What do you dislike?

So far not much. Implementation was not difficult, although work is involved with back editing some items to correctly align all of the data, but their customer success team is committed, caring and helpful.

What problems are you solving with the product? What benefits have you realized?

Reporting on funnel performance (including historical performance), and really showing marketing contribution to the pipeline, revenue, and full funnel is huge.

UM
User in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source

"Ease of use, process, organized, controlled. Great tool to manage attribution and made easy."

What do you like best?

I like how it allows full control of all processes making data be consistent and accurate. Avoid mess with marketing & sales and identifies accurate attribution throughout the funnel.

What do you dislike?

Its hard to make some adjustments after setup. Most of the time we have to go through our Developer or through our rep. Which they are very attentive and responsive which makes this dislike manageable.

Recommendations to others considering the product:

This tool will help with a lot of attributions, I recommend though that right off that bat you start thinking of what you want answered and work on customizing your reports to meet your needs to avoid coming back in a year to adjust and backfill data. Work closely with your rep, they are very supportive and knowledgeable on best practices.

What problems are you solving with the product? What benefits have you realized?

Attribution, lead routing, funnel and velocity flows. Pipeline distribution and accountability.

AC
Administrator in Computer & Network Security
Validated Reviewer
Verified Current User
Review Source

"Amazingly Powerful Analytics for Sales and Marketing Teams"

What do you like best?

Whoever came up with this idea and how to set it up in Salesforce is a true genius because it is not easy. We are getting a lot of actionable data (ROI mainly) about every single touch point we have with our prospects, when it happened, how quickly campaigns are moving pipeline into the funnel, what "makes" an opportunity for us, and more. Everyone who's seen what it can do is really amazed at the data available. Support has been amazing, I cannot imagine being able to use the tool without their implementation team and ongoing support because it is a very sophisticated product. It has also helped internally align our teams and provide definitions and process about our funnel.

What do you dislike?

Difficult configuration initially, steep learning curve of coming to terms with the data.

Recommendations to others considering the product:

Ensure you have agreement over your funnel definitions and process before you start the software. It will make implementation less painful

What problems are you solving with the product? What benefits have you realized?

We are able to attribute a more accurate ROI to all of our channels, and attribute ROI to channels we have never been able to do before. Salesforce's default Campaign ROI methodology is very short-sighted for companies with a long B2B sales process so now with this tool we can get a better understanding of our funnel. Being able to see "captures" of items like number of web visits, sales touches, etc. when a lead starts in the funnel vs when it becomes an opportunity is very insightful. We can also understand what campaigns are effective for our outbound teams.

steve b.
Validated Reviewer
Verified Current User
Review Source

"Newcomer to FCI"

What do you like best?

I like that it is native to Salesforce.com and does not require additional application to use. Dashboards are pretty good. On-boarding was really good.

What do you dislike?

Because it is native to Salesforce.com it suffers from some of the same limitations. This is especially relevant when trying to customize the application to meet our business needs.

Recommendations to others considering the product:

Not much to say. It meets marketing's needs to track campaign effectiveness.

What problems are you solving with the product? What benefits have you realized?

Better insight into the ability of marketing activities to impact sales.

Chris V.
Validated Reviewer
Verified Current User
Review Source

"Expands the Functionality of Salesforce Reporting in a Big Way"

What do you like best?

Full Circle Insights installs several packages and new fields into Salesforce. The premise is to capture "active responses" using the campaign member object, which is a smart thing because it's one of the few ways leads and contacts can be tied together in the same report. Features like tacking funnel conversion, funnel velocity (days in stage), and revenue attribution using multiple models are some of it's strongest. Unlike it's competitors all reporting is handled in Salesforce, which many prefer as a single source of truth. They seem to be less expensive than their competitors which gives them a leg up in budget conscious organizations. Support is second to none. Our dedicated CSM is very helpful and very good at providing hands-on help.

What do you dislike?

There are some limitations. Very granular reporting can become tricky. While FCI is great at showing who progressed through the funnel in a given time period, it is lacking at reporting on who fell out of the funnel in that time period. We've also found that the platform focuses more on the campaign offer, and less on the channel. Their competitors seem to have given more thought to reporting on channel.

EDIT: since I submitted this review we've worked with the FCI team to add some great "fell out of funnel" reporting. I'm confident this will help us with the first point I outlined above. Automatic channel reporting remain a weakness relative to some of their competitors.

What problems are you solving with the product? What benefits have you realized?

Funnel tracking. Funnel Conversion rates. Velocity. Attribution. We now have a robust reporting structure with plenty of reports and dashboards to answer many important questions.

Ronen S.
Validated Reviewer
Verified Current User
Review Source

"Great product, must to have for marketing operation teams"

What do you like best?

The ability to track:

1. Every stage of the funnel from Inquiry to close won.

2. Influence of all our marketing capmaigns

What do you dislike?

Nothing in particular, like any other SAAS product, you need to do some work internally before implementation, meaning define every stage of the funnel and be in alignment with Sales.

What problems are you solving with the product? What benefits have you realized?

1. The ability to show return on investment from every marketing channel.

2. Full circle allows to use and data and insights in planning and budget modeling.

AC
Administrator in Computer Software
Validated Reviewer
Review Source

"Good product in theory, actual implementation + application is clunky"

What do you like best?

Lead to Account matching works, cool, but everyone does it.

Multi touch attribution is actually quite good and flexible with the models. Good product there.

What do you dislike?

Insights.... oye... I have to believe the workarounds with triggers and fields and process builders took more work for me post-implementation to get around the, I believe, over complicated dev you get with the 'custom' implementation we received. It's truly impossible to backfill anything nor is it possible to adjust any business rules without fullcircle's product intruding. Want to change the way you calculate an MQL? Forget about it without a developer. Someone accidentally push something in from your marketing automation without the right attribution and/or score and/or lead status? Super forget about fixing that.

Recommendations to others considering the product:

Look to vendors that do more account lifecycle management....

What problems are you solving with the product? What benefits have you realized?

Simple funnel metrics. Stamping when lead hits score to flag as lead, stamping when lead hits score to flag lead as MQL, SAL... etc...

Benefits... meh, I can run an MQL and SAL report but I'm convinced it's not working as expected and am constantly building workarond fields on Campaign Member object (and everyone knows how fun that object is to customize :) ).

I wanted to utilize their OOB ABM fields on the Account, but L2A is still a little buggy. I'm only using the L2A and building our own fields for scoring roll ups and count of Leads, MQLs, SALs, etc... it's not the best ABM tool out there.

Maggie L.
Validated Reviewer
Review Source

"Good product and customer support but can be more intuitive. "

What do you like best?

The FC team is very helpful, particularly Roan. The response management, reevaluation, and reanimation products are integral to our business. Marketing drives all of their campaign attribution reporting from fields provided by FC, on the campaign member and opportunity.

What do you dislike?

The future methods are also inefficient and the code can be improved. We find that enhancements in our org, or the implementation of other managed packages is difficult with Full Circle because it does not play well. We end up with lots of recursive triggers or other code issues which take a long time to troubleshoot.

The UI for the customizations can be improved, and put in a more easily understandable format.

The Response Management functionality needs an upgrade. Currently the Threshold scoring is done through formula fields. This has limitations due to Salesforce enforced compilation sizes, meaning the flexibility of our MQL scoring logic is not as good as it can be. The formula structure makes it difficult to troubleshoot why leads have not MQL'd when they should have as well.

Campaign Member helps users to report on leads and contacts in one report, which is a SFDC limitation, however this causes issues in the number of fields we have to copy from lead/contact down to campaign member. Which stretches the 15 object relationship limit.

Recommendations to others considering the product:

Document your customizations, it can get confusing. Be weary about FC future methods if you have lots of triggers on the Lead/Opportunity object

What problems are you solving with the product? What benefits have you realized?

Attributing campaign responses to opportunities to determine marketing sourced deals. Also controlling the flow and quality of MQLs that are sent to sales reps.

AC
Administrator in Computer Software
Validated Reviewer
Review Source

"A robust tool to help get the most out of Salesforce marketing attribution"

What do you like best?

The integration process was seamless and the support team from FC has remained very informative and helpful post-deployment. The functionality itself has given our organization far more insight than before on a unified funnel and seeing where prospects have been influenced by marketing each step of the way.

What do you dislike?

It may take some time to fully grasp the amount of objects and fields that are created by FC that are used to leverage the increased functionality. The custom report types that come out of the box can be extremely useful, but your mileage may vary depending on if you've done your homework on how the new fields interact with each other. Luckily, Full Circle has very thorough documentation on their website to help alleviate this learning curve.

What problems are you solving with the product? What benefits have you realized?

We have successfully implemented Full Circle to help our marketing operations team report effectively on marketing attribution across the buyer journey. This reporting, in addition to the data-unifying power of Full Circle MatchMaker, have made the data in our CRM more compelling and useful to the marketing team across the board.

E
Executive Sponsor
Validated Reviewer
Review Source

"Not sure we got value out of it"

What do you like best?

Full insight into the funnel, ability to apply consistent lifecycle to leads as well as contacts, enforced tagging of campaign to every single opportunity, in-ability to create opportunities without campaign attribution

What do you dislike?

Setup, actual data does not support theory - we have to go in manually for almost 20%-25% of all opportunities to correct the campaign attribution. In the end even though in theory a great tool that captures funnel information from a 'known' lead all the way to 'closed won' the reality is that the design principle that everything is based on a person and that drives the co-hort on funnel conversion (which is why we bought it) proofs to be impossible to get right

Recommendations to others considering the product:

I think your product solves a great problem and addresses a pain any Marketing/Sales Operations executive has: providing insight into the funnel and campaign effectiveness. So I am 100% sold on the story, it's just so damn hard to implement and get to those 'reports' tho show 'real' data.

What problems are you solving with the product? What benefits have you realized?

We bought Full Circle to get insight into funnel-conversion and create co-hort analysis on campaign level (funnel conversion on campaign level) which we were not able to do before. Unfortunately we still have not create a single co-hort report that is 'right', due to data issues, but we are tired of correcting the data and there is obviously nothing wrong with the product (works as designed - fix the data)...

Benefits we have realized is that we use one report (primary campaign attribution for opportunities) and FullCircle has helped to at least enforce campaign attribution with opportunities, so we can do 'Closed Won' attribution vs. not. Still in 20% of the cases the attribution is not correct and we need to manually correct, but at least we have some data.

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