FunnelSource Reviews & Product Details

RVP West
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

FunnelSource is deployed right inside Salesforce as if it were part of the native application. It allows you to slant drill and sort instantly on almost any parameter in every and any part of your pipeline. It allows managers to see and understand the dimensions of how their salespeople are doing instantly through the system without any need for sales people to do anything. Review collected by and hosted on G2.com.

What do you dislike?

It's puzzling to me why solutions like Clari are gaining market share through pretty graphs and dashboards, while FunnelSource is overlooked. Nevertheless, FunnelSource offers far greater flexibility and insights to the experienced user. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Take the time to see past pretty graphs to see and understand how valuable FunnelSource can be for your business. Review collected by and hosted on G2.com.

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

Instant insights of the dimensions of your sales pipeline of opportunities being created and closed. Slant drilling at different angles to understand which lead sources are actually closing, as well as what products, term length, region, vertical, or most common competitor are just a few of the most valuable ways that FunnelSource offers value to the Sales people and their managers. Review collected by and hosted on G2.com.

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FunnelSource Overview

What is FunnelSource?

Intuitive intelligence

FunnelSource Details
Product Description

Intuitive intelligence


Seller Details
Seller
Funnelsource Inc.
Company Website
Year Founded
2008
HQ Location
San Francisco, CA
Twitter
@funnelsource
251 Twitter followers
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®

Overview Provided by:
FunnelSource
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FunnelSource Reviews

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Director, Sales Business Applications
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

If you need quick and efficient way to track your teams performance without heavy tooling and integration to commission systems, then Funnelsource will get you there fast! For busy Account Managers and Executives, you get answers quickly and easily with just a few clicks. You can see what deals have closed, what's open, overdue or lagging. You can see what your deal funnel is like and how you are performing to various targets. The product JUST WORKS from the moment we put it in our Sandbox, within minutes we started getting answers. We use a few different tools for management but this is the one tool we deployed to all AMs and management worldwide due to it's easy interface and effectiveness in tracking performance. Their support is top notch as well. Andy Eichler is a guru...responsive, knowledgeable and customer oriented. Review collected by and hosted on G2.com.

What do you dislike?

Some of the customization takes some coding from the Funnelsource team but they get it done quickly, same day and with excellent suggestions. Other than that, nothing to dislike really. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Be clear in what goals you need to measure and questions answered at the get go. Staying focused on helping your field Sales organization know where they are and how they're doing is key. Review collected by and hosted on G2.com.

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

Funnelsource is an elegant easy-to-use tool that quickly gives you visibility on how you're doing, what deals make up a number and where you are in the quarter. Their expert implementation team asks the right questions, focuses on how you do business and tailors the solution quickly. We were up and running in a couple weeks and most of that time was ensuring we had the right questions, filters, know what we are measuring and checking the data looks right. Much of the feedback we received are positive and users have come to rely on it for answers. Review collected by and hosted on G2.com.

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Regional Vice President-West
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Everything--Funnelsource allows salespeople and sales management to manage and understand their pipeline from countless angles and dimensions in real time. You can rapidly identify key trends hidden in the data. Funnelsource allows you to slice and dice the data for an individual or across a large sales team. Some favorites are pipeline by: Lead Source, By Industry Vertical, By New vs. Renewal, Average transaction size. & Length of Sales cycle. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing that I dislike about Funnelsource. I have to write at least 4o characters here so I am. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would encourage anyone looking at Sales reporting and management tool to invest in taking the time to truly understand what Funnelsource can do for you. It does not provide shiny graphs and charts, but offers a far superior capability that sales people and their management will master and optimize what to focus on. Review collected by and hosted on G2.com.

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

Optimize sales efficiencies by offering real-time quantitative insights into sales pipelines. It's the ultimate sales management tool offering the most effective way for sales people and sales leaders to optimize and understand the composition and progress their sales team is making. Review collected by and hosted on G2.com.

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Executive Director
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The pipeline management is incredible! With it you can drive results and exceed targets with real-time insights into performance and pipelines. See how your pipeline is evolving in real time to identify trends and weakness so you can make adjustments now, before it’s too late. No need to have multiple dashboards and reports open. Review collected by and hosted on G2.com.

What do you dislike?

the drill down capabilities for the teams to individuals could be better. sometimes it requires a few extra steps to drill down into the individual pipeline and look at them. I also wish i had a monthly and quarterly view at the same time. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is a great solution for small to mid size sales floors looking to improve and automate their forecasting, it allows you to identify trends with in their pipe to be able to better predict revenue and fall out,See pipeline changes over any time period. Identify trends and uncover risks so you can take action now to avoid end-of-quarter surprises. Review collected by and hosted on G2.com.

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

we were suppose to be solving the problem with having to manually forecast or having to run so many different reports and then consolidate them into one file to read in meetings. Review collected by and hosted on G2.com.

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AH
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

A great way to get a clear picture of sales performance via their pipeline management system Review collected by and hosted on G2.com.

What do you dislike?

Nothing really. The customer service is great, programming is awesome, workflow is great Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Seamless website integration as well as support staff Review collected by and hosted on G2.com.

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

Single screen interface, custom metrics, seamless website with great integration possibilities Review collected by and hosted on G2.com.

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UB
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Being able to contact as many people as possible Review collected by and hosted on G2.com.

What do you dislike?

There are some bugs that need to be attended to sometimes. Very slow at times Review collected by and hosted on G2.com.

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

Reaching out to more customers and clients. Reaching a bigger audience is paramount to growing any business and funnelsource does this through fb ads and email waves Review collected by and hosted on G2.com.

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UB
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like the ability to channel my funnel easily Review collected by and hosted on G2.com.

What do you dislike?

There is not much to complain about the system. Review collected by and hosted on G2.com.

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

Being able to have a source to look and anazlize your sales funnel is a great benefit and tool. Review collected by and hosted on G2.com.

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Sales Manager
Construction
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

It’s very easy for us to use at the office,some enjoy how it’s eay to visualize.We have several options Review collected by and hosted on G2.com.

What do you dislike?

It s difficult to dislike anything that seems so simple to use.At this time,Imdo not have anything negative to say in reference to using this Review collected by and hosted on G2.com.

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

Helping us at the office with simplifying charts for most of our clients.,which makes for great relationships Review collected by and hosted on G2.com.

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Founder and Instructor
E-Learning
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Gaining conversion rates by understanding where we were implementing redundant marketing. Review collected by and hosted on G2.com.

What do you dislike?

We did not gain them at the pace we wanted Review collected by and hosted on G2.com.

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

More conversion by identifying who left a purchase mid way Review collected by and hosted on G2.com.

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Senior Strategy Manager
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I like that there is a separate tab within my Salesforce browser window that is alongside the daily SFDC main tabs of reports. Within Funnelsource, the business Intelligence visual is very simple to explain and explain to stakeholders and company executives. Review collected by and hosted on G2.com.

What do you dislike?

The very low tech, generic main dashboard panel for WON, LOSt, etc. Very unattractive, and unsexy. Better off making 8 large buttons. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Have the company VP Sales, VP Marketing, Director of Sales Operations, and President all trial it for the teams. If executive love it, it will work for the teams. Review collected by and hosted on G2.com.

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

Transparency of sales team's opportunities against MRR and quarter attainment. Review collected by and hosted on G2.com.

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UP
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

One place to go within salesforce for live dashboard data. Cheaper than alternatives, uses SF hierarchy permissions, links back to specific opportunities through drill down. Basic point in time trending that allows for activity monitoring as well as identifying changes to pipeline and funnel. Great for holding sales team discussions around as all levels of data can be drilled into. Is housed within SF itself which allows for ease of access for sales team as well as on the go access. Can be a much cheaper replacement before getting into analytical tools like wave or tableau. Review collected by and hosted on G2.com.

What do you dislike?

Difficult to adjust for change. Requires recoding for new setup and sales structure changes. Reports are somewhat canned and does not allow for exploration. Not an BI tool but a simpler dashboard which is built around filtering down based on sales roles. Dashboard can look a little clunky and insights are not always obvious. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great canned dashboard for organizations where one source of truth is needed. Funnelsource consulting team will most likely need to build your initial setup, if organization changes or new data needs to be captured then you will likely need additional consulting. Review collected by and hosted on G2.com.

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

Able to agree on one number across all sources and have discussion where we are versus our quota. Simplifies very complex data and allows access to data through SF itself and on the go. Holding sales meetings and sales manager meetings around the dashboard and able to drill into opportunities that are in discussion. Review collected by and hosted on G2.com.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Very visual forecasting tool to keep the entire Sales team on target to hit quota. Review collected by and hosted on G2.com.

What do you dislike?

Can sometimes be overly simplified - Always important to review details with your Sales team members. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Use FunnelSource as a bird's eye view - With the many options to view the data, don't forget to still discuss deals 1:1 with teammates. It's geat insight, but don't forget to continue to manage details. Review collected by and hosted on G2.com.

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

Solves the issue ot accurate forecasting. Beneficial in that it includes multiple breakdowns to see the bigger pictures of all Sales opportunities in the pipe. Review collected by and hosted on G2.com.

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Vice President of Worldwide Sales and Services
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I really like managing the pipeline from one screen, and also having visibility to all the changes in an opportunity. Review collected by and hosted on G2.com.

What do you dislike?

Pricing is a bit high, given the fact you are paying for this on top of SFDC. Review collected by and hosted on G2.com.

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

Faster analysis of pipeline, better one on one meetings with sales reps, better overall internal intelligence and earlier detection of deal red flags. Review collected by and hosted on G2.com.

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UB
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

FunnelSource is user friendly. We had FunnelSource and swapped to a Salesforce admin to run dashboards but we are now converting back because it will be much easier to use and read. Review collected by and hosted on G2.com.

What do you dislike?

I think we decided not to use FS because it was a little expensive and we wanted to see if we could find a less pricey option. Review collected by and hosted on G2.com.

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

We are able to clearly see our goals and where we are at on hitting them! Review collected by and hosted on G2.com.

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AH
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Funnel source has provided me with amazing top of the line communication. They have provided us with custom reports as well as interactive sales reports. Review collected by and hosted on G2.com.

What do you dislike?

I have had such an amazing experience with them that I don't have any bad feedback. Review collected by and hosted on G2.com.

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

To forecast projects. We have made the projects happen. Review collected by and hosted on G2.com.

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Sales Operations Analyst
Information Technology and Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I like Funnelsource for it's ease of use, it's ease to configure, the ability to pull data directly from Salesforce, and the ability to display funnel data in an organized fashion. We are structured by region and it had the functionality to drill all the way down to individual deal level data. The other area where I have been impressed with Funnelsource is the support. Andy, our main point of contact is very, very good. He is always one phone call away for help and is always willing to hop on a screen share and fix or update anything. Review collected by and hosted on G2.com.

What do you dislike?

The interface seems to have become a bit outdated, aesthetically it is very basic. It does meet the needs for our company, at a minimal cost tot he company. There are many new competitors coming onto the scene, so I do believe Funnelsource needs to continue to innovate to keep up with the competition . Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Funnelsource is a solid, low cost option. Review collected by and hosted on G2.com.

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

Funnelsource gives our sales organization, customs views, from the top all the way down, into our sales funnel, won deals, forecasts, and deal level data, all in one convenient format. We can see roll ups, all the way down to individual data, for multiple teams, and multiple types of funnels (New, Renewal, Agent, etc). Funnelsource also tracks quotas and attainment against those quotas, which gives employees a quick and easy way to reference their progress. Review collected by and hosted on G2.com.

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AP
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The reports are easy to configure despite our complex sales model. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes the reports load slowly. Usually refreshing the page fixes that problem. Review collected by and hosted on G2.com.

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

We're trying to provide clear insight both at the CEO level and drilled down for each sales rep regarding their progress towards goals based on their funnel. Review collected by and hosted on G2.com.

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UC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It's easy to drill down into different views Review collected by and hosted on G2.com.

What do you dislike?

Sometimes i cannot look out into the future for future quarters, and sometimes the quota is not aligned correctly. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I recommend this solution, its pretty easy to use and easy to access. I don't know about the mobile app though. Review collected by and hosted on G2.com.

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

We are able to solve the issue of visibility into pipeline. Realized benefits from being on top of our deals. Review collected by and hosted on G2.com.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Easy to navigate and not hard to get around at all. Review collected by and hosted on G2.com.

What do you dislike?

can be hard to understand at times but not most of the time. Review collected by and hosted on G2.com.

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

How to reach my target market Review collected by and hosted on G2.com.

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VP of Marketing and Communications
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Features and function are fantastic - service response is off the charts! Review collected by and hosted on G2.com.

What do you dislike?

Haven't found any flaws yet - keep up the good work guys! Review collected by and hosted on G2.com.

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

Takes the hassle out of forecasting - drilldowns are awesome. Review collected by and hosted on G2.com.

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