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Funnelsource

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20 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.3
Serving customers since
2008
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Funnelsource Reviews

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Verified User in Pharmaceuticals
UP
Verified User in Pharmaceuticals
12/19/2017
Validated Reviewer
Review source: G2 invite
Incentivized Review

Simple, one source of truth salesforce dashboard

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.
Verified User in Biotechnology
UB
Verified User in Biotechnology
12/13/2017
Validated Reviewer
Review source: G2 invite
Incentivized Review

Review for FunnelSource

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.
Thompson W.
TW
Thompson W.
International Business Strategy Consultant
12/13/2017
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

FunnelSource within Salesforce is seamless for Biz Intel

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.

About

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HQ Location:
San Francisco, CA

Social

@funnelsource

What is Funnelsource?

FunnelSource, Inc. is a service provider of cloud-based sales and forecasting solutions designed to enhance the accuracy and efficiency of sales performance management. Their platform is especially useful for businesses seeking to improve their sales pipeline visibility and forecasting accuracy across various levels of sales hierarchy. FunnelSource's solutions are built to integrate seamlessly with popular customer relationship management (CRM) systems like Salesforce, making it easy for sales teams to track, analyze, and manage their sales data in real-time.The platform's key features include customizable dashboards, comprehensive reporting tools, real-time analytics, and scenario planning capabilities, all aimed at empowering sales managers and representatives to make data-driven decisions. This can lead to improved sales strategies, better resource allocation, and ultimately, increased revenue.The user-friendly interface of FunnelSource ensures that all levels of users, from executives to sales reps, can easily navigate and utilize the tools to enhance their daily productivity and achieve their sales targets more effectively. FunnelSource is committed to helping businesses of all sizes streamline their sales processes and achieve sustainable growth through superior data insights and management tools.

Details

Year Founded
2008