FunnelSource Reviews & Product Details

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®

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FunnelSource Reviews

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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?

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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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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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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