Full Circle Insights

(37)
4.4 out of 5 stars

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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Full Circle Insights review by <span>Ryan S.</span>
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 business 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.

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Full Circle Insights review by <span>Simon S.</span>
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 business 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.

What Attribution solution do you use?

Thanks for letting us know!
Full Circle Insights review by <span>Jason P.</span>
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 business 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).

Full Circle Insights review by <span>Tom K.</span>
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 business 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.

Full Circle Insights review by <span>Kurt K.</span>
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 business 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

Full Circle Insights review by Administrator in Computer & Network Security
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 business 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.

Full Circle Insights review by <span>Chris V.</span>
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 business 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.

Full Circle Insights review by <span>Maggie L.</span>
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 business 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.

Full Circle Insights review by <span>Joe G.</span>
Joe G.
Validated Reviewer
Verified Current User
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

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 business 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.

Full Circle Insights review by Administrator in Insurance
Administrator in Insurance
Validated Reviewer
Verified Current User
Review Source

"Critical to our Operations Infrastructure"

What do you like best?

FullCircle is an invaluable component of our sales and marketing infrastructure. Before FC there was a massive amount of manual reconciling (outside of SF) and a lot of frustration (inside of SF) with the object limitations for marketing users.

What do you dislike?

This isn't a "dislike" per se, but something that everyone should be aware of. It's a big implementation - and FullCircle will be the first to admit that. You have to be committed to really wanting to rearchitect the way you structure your data, your funnel, and all of your reporting. But if you make it through to the other side, you'll find Sales & Marketing Operations bliss.

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

Proper sales / marketing attribution by campaign. Proper Campaign Influence tracking. Clear funnel visibility across objects.

Full Circle Insights review by <span>Season H.</span>
Season H.
Validated Reviewer
Verified Current User
Review Source

"Very effective lead tracking tool"

What do you like best?

Allows for tracking of lead waterfall directly in Salesforce without having to export leads and contacts separately for analysis. Requires little additional effort on the part of the sales team but provides critical data.

What do you dislike?

It is highly customizable which is a blessing and a curse.

For our install it took a few months to become fully operational.

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

Prior to FullCircle, marketing leads fell into a black hole and the business did not have a clear understanding of how our lead funnel was actually operating. Now the whole company talks in terms of MQL,TQL,SQL, conversion rates and velocity. It has given us the solid backbone of data that everyone agrees is the truth.

Full Circle Insights review by <span>Andrea M.</span>
Andrea M.
Validated Reviewer
Review Source

"Real-time management visibility into our demand generation waterfall"

What do you like best?

The customer support team at Full Circle is one of the best we've worked with. They are incredibly responsive and committed to our success, even when our questions stretch beyond Full Circle's scope. Love the native integration to Salesforce.com campaign member responses.

What do you dislike?

The user interface is a little dated and implementation required services/wasn't self serve. Luckily the services team is amazing.

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

Prior to implementing FullCircle we were manually tracking our Demand Generation Waterfall. Not only was this incredibly time consuming and error prone, we did not have an ability to easily segment our waterfall conversion across different business segments and had a hard time telling any kind of shared attribution story across our long, complex sales cycles often involving dozens of marketing campaign responses. We've saved hours of manual tracking/updates and now have much better visibility into marketing's contribution to revenue.

Full Circle Insights review by Executive Sponsor in Marketing and Advertising
Executive Sponsor in Marketing and Advertising
Validated Reviewer
Review Source

"Full Circle is a must have for the B2B marketer"

What do you like best?

Gone are the days of having to manually attribute marketing results and doing a lot of guesswork. I have been looking for a solution for years that can tie it all together and Full Circle does just that. I am able to evaluate in real-time all of our marketing efforts and see the ROI on all of our programs and events.The support team is wonderful and the platform itself is easy to use and visually appealing.

What do you dislike?

I have not found anything yet that I don't like. Full Circle has provided us with real-time insights and ROI analysis that we could not accomplish with other solutions or in Salesforce itself.

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

I am able to track and evaluate in real-time our program and events results and adjust our marketing spend as needed as a result of these insights. We are able to do full funnel analysis as well as differentiate between marketing sourced and marketing influenced opportunities. We can then address necessary changes on programs and events that may not be providing us with the best ROI.

Full Circle Insights review by <span>Will B.</span>
Will B.
Validated Reviewer
Verified Current User
Review Source

"Campaign Attribution at its best!"

What do you like best?

From an admin perspective, the console is easy to navigate and configure. Bonus points on being able to exclude profiles/users from the validations. We also appreciate how easy it is for us to monitor campaign performance at such a detailed and granular level. More bonus points on their responsiveness and willingness to work around our apex code base.

What do you dislike?

Not too many negative things to say - it takes a little training for our end users to remember how to take a record out of nurture and provide an active campaign response. More a training issue rather than an application issue

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

We know which of our campaigns perform best and now model future plays to emulate the performance metrics we can extract from FullCircle

Full Circle Insights review by <span>Jack J.</span>
Jack J.
Validated Reviewer
Review Source

"Full Circle Insight Feedback"

What do you like best?

FCI is truly one of the only comprehensive solutions to enable real closed loop reporting on marketing investment and activity. The solution is rich in pre-built reporting, detailed tracking of funnel activity from top and to bottom and tightly integrated into your existing SFDC and marketing automation platforms. It's a business changer1

What do you dislike?

There's nothing to really dislike, but there is some heavy lifting in implementation and management of the platform. It's quite sophisticate so it's not a solution for those wo some resources to really mange both the implementation and ongoing troubleshooting.

Recommendations to others considering the product

Not only is this a good product/solution but frankly, I love working with them as both a vendor and real partner:) Thank you. Very seldom do you get to work w vendors that have a great culture and attitude of helpfulness.

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

Rich understanding of campaign effectiveness, funnel velocity, funnel gaps, strategy prioritization and investments, holistic view of both leads/contact through funnel.

Full Circle Insights review by <span>Mike S.</span>
Mike S.
Validated Reviewer
Review Source

"Involvement with Full Circle experience"

What do you like best?

Centralizing Contact and Leads records into one object and the ability to customize additional fields.

What do you dislike?

Pro - Full Circle is a powerful tool, Con - Full Circle is powerful tool. There are a lot of technical understanding that is required to get the full benefit from the tool.

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

One of our biggest and most recent successes is around UTM tracking. We were able to build a UTM process in Salesforce to provide the URL UTM data to be used on content. This data is then passed to our marketing tool and through the proper Full Circle configuration, move this from the marketing tool back into Salesforce and stored on the Campaign Member record.

Full Circle Insights review by <span>J. Robb M.</span>
J. Robb M.
Validated Reviewer
Review Source

"Very helpful product brings attribution under control "

What do you like best?

I like the range of functionality that Full Circle provides. There is a lot of room for customizing and configuring the way attribution should work for your business. You can set it up in a very simple way or make things extremely complex if you desire, and there are plenty of different data points to get the answers you need to solve pressing problems for marketing and sales.

What do you dislike?

The flexibility comes with a lot of complexity, which means that there are a lot of custom fields, workflows, etc. that are hard to utilize and understand how they are working. Quite a bit happens on the back-end, so it's not always easy to get to the bottom of how things work exactly.

Recommendations to others considering the product

Have a very clear picture of what you want to accomplish, the proper role of marketing campaigns/sales touches in your sales cycle, and be able to clearly articulate the data points you wish to capture. That will help set you up for a smooth implementation.

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

We have been able to tie sales results back to the initial interaction with marketing or sales touches that began the lead's interaction with our company. This has given us a much more accurate view of what's working and what's producing results, and in what fashion.

Full Circle Insights review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Full Circle Fail"

What do you like best?

We were encouraged to partners with Full Circle by our marketing agency, who had used them in the past. An aspect that has been really great for reporting is their feature that allows for campaign first attributions appending to leads/contacts. It gives us great insight into the ROI of our campaigns.

What do you dislike?

There are several challenges that we faced when using Full Circle. The integration is has with our instance of Salesforce has created a lot of duplicate information and as a result, it has skewed some of our lead scoring.

Recommendations to others considering the product

Work closely with your marketing agency / Full Circle account exec to really understand how to maximize the tool's potential. You need to be hands-on in the implementation to effectively manage the integration once it gets started.

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

Marketing can better articulate the impact their campaigns have on the sales pipeline and the revenue tied to those engagements.

Full Circle Insights review by User in Higher Education
User in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Best Attribution Reporting in the Market - But Not Easy"

What do you like best?

The primary reason we chose Full Circle Insights (FCI) was the fact that all of our data could live natively in Salesforce, and it was relatively inexpensive compared to some competitive offerings.

What do you dislike?

It's not easy. There's a big learning curve. And getting the data you really want takes some work. You're by no means on your own, but they're not going to do everything for you.

Recommendations to others considering the product

I'd absolutely choose FCI again, but definitely want to warn people that it takes a whole lot of work to make the system work for you.

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

We want to know the value of every penny we spend on every marketing effort. A few months in, we're still building out the system. We're still super excited about the system, but haven't yet received the benefits.

Full Circle Insights review by <span>Patrick S.</span>
Patrick S.
Validated Reviewer
Review Source

"A seamless solution to enable full funnel visibility and tracking."

What do you like best?

The implementation team was phenomenal. We have a complicated SFDC configuration and a lot of stakeholders to please. The knowledge, patience and commitment to getting things right helped us implement the tool in a way that helped us solve some very specific needs.

What do you dislike?

It's a lot of work to get in place. It'll be a project you need to commit the time to see through.

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

We had a reporting chasm: inquiries were in marketing automation and MQLs were in SFDC and no one could see across these two. This made our lead scoring model a "black hole" that inquiries disappeared into. Now we can see the full funnel from inquiry to closed-won in SFDC and better understand where and why things aren't converting over into MQLs.

Full Circle Insights review by <span>Jeff K.</span>
Jeff K.
Validated Reviewer
Review Source

"Full Circle Insights Review"

What do you like best?

Full Circle's product is native to SFDC and enables you to do three things very well.

1. Enforce attribution

2. Enforce a systematic and measurable progression of leads through a well-defined funnel.

3. Apply multiple attribution models.

Aside from functionality, their support is great. If you are lucky enough to have Jono support you, consider yourself in good hands.

What do you dislike?

A mobile app would be nice to have - but not critical.

Recommendations to others considering the product

Ensure you have a documented description of all funnel stages before implementing the solution.

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

A year ago Databricks had no repeatable or measurable funnel to speak of. There was no governance over marketing and sales attribution and reporting on the funnel was practically non-existant. Full Circle Insights helped remedy all of that.

Full Circle Insights review by Executive Sponsor in Information Services
Executive Sponsor in Information Services
Validated Reviewer
Review Source

"Transformed the way marketing is viewed in our organization"

What do you like best?

We chose Full Circle bc it gave us the visibility we needed into revenue attribution AND integrated directly into SFDC - so all of the sales and marketing leaders are looking at the same metrics every day. We were quickly able to make actionable decisions based on the insights it showed us - propelling us to invest in channels that were the best contributors to our growth.

What do you dislike?

As with any system, it can't meet every exception/rule without a bit of work.

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

We needed to be able to track the full lifecycle of our leads through the pipeline funnel to understand where revenue was coming from and what channels to continue to invest in. Full Circle has given us exactly that from Day 1 of go-live.

Full Circle Insights review by Administrator in Financial Services
Administrator in Financial Services
Validated Reviewer
Verified Current User
Review Source

"Marketing attribution within SalesForce made somewhat easy"

What do you like best?

All attribution is tied to the campaign member object within Salesforce, which is an object marketing was already using to track activities. This made the implementation and tracking relatively easy, all things considered.

What do you dislike?

While the implementation was somewhat painless, ensuring that everything is tracked correctly and all the settings within FullCircle are exactly as needed has been somewhat tedious. There are some small things that can go wrong which cause larger problems.

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

The primary issue we were trying to address is attribution of marketing activities. It has provided more insight into how marketing activities are impacting the pipeline.

Full Circle Insights review by Executive Sponsor in Computer & Network Security
Executive Sponsor in Computer & Network Security
Validated Reviewer
Review Source

"VP of Marketing"

What do you like best?

We are able to measure the conversion and velocity of leads through the sales funnel. Full Circle Insights records every interaction with a marketing campaign as a response. As a result, we know every interaction a prospect has with our company on their journey to becoming a customer.

We know the campaigns that contribute more top-of-funnel leads that convert into qualified leads, opportunities and customers. This means we can invest more in the top-of-funnel programs that fill the funnel with quality leads.

We know which campaigns contribute to prospects taking the next step in their journey. This means we can optimize the journey to shorten the selling cycle.

We see where the process slows down so we can modify content, messaging or images as well as enable our sales teams to proactively overcome obstacles.

What do you dislike?

Since Full Circle Insights measures campaign responses, it takes some time before a complete picture is visible. This isn't a product flaw, it is just a reality.

If the average time from handshake to product evaluation is 90 days for your company's products, then plan on needing 90-days of data to get a complete picture since that will represent one journey for a group of leads converting to MQL and then opportunities.

Recommendations to others considering the product

Invest in the upfront process with your Full Circle on-boarding person. You will be laying a critical foundation, so being thorough will pay dividends.

Treat everything as a campaign - even content registration pages on your website. Content is so important in engaging potential buyers, so you will want the ability to measure the ability for content on your website or syndicated sites to convert leads in the process. This will also help you learn whether a video or a white paper makes a bigger impact.

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

We are addressing the business problem of knowing where to place marketing program investments that will predictably deliver results. It is not a perfect system since there are many external variables that we still can't control (e.g., macro economics, spending trends), but we now know the campaigns that reduce the time from handshake to demo.

Full Circle Insights review by <span>Josh R.</span>
Josh R.
Validated Reviewer
Verified Current User
Review Source

"Mostly Good Experience with Full Circle"

What do you like best?

Lead re-activation is a nice feature. Date stamping as the Lead progresses through the lifecycle is also a nice feature.

What do you dislike?

Too many components on the campaign member object

Recommendations to others considering the product

Really get to know your org's pain points before configuring Full Circle.

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

helping ensure that no lead is left behind

Full Circle Insights review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Great tool, implementation is a long process"

What do you like best?

The depth at which we can report on our campaign effectiveness.

What do you dislike?

The implementation/on-boarding process is lengthy and much 'homework' is provided to the client in order to fully understand how the tool works. The plus side is the level of customization their tool provides for each client.

Reporting out of the box looks great but can also become very confusing and overwhelming without a dedicated analytics manager.

Recommendations to others considering the product

Be mindful of the on-board process and make sure all team members 'buy into' the tool. Also, make sure you do the pre-assigned 'homework' to fully understand what you're getting into.

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

Marketing effectiveness on Sales pipeline

Full Circle Insights review by User in Dairy
User in Dairy
Validated Reviewer
Review Source

"The product provides the insight expected and is very helpful."

What do you like best?

Provides insight in to our marketing campaigns that isn't available without customer salesforce and Marketo coding.

What do you dislike?

It takes a while to get used to the reporting and to get users to understand why they have to follow a process. This isn't a reason to not use the product.

Recommendations to others considering the product

Think through your funnel and all the possible scenarios. We have 3 funnels as one doesn't give us a clear picture. Spend time asking questions during implementation and think about the impact the decisions will have on reporting and use. The Full Circle team provides excellent feedback so I highly recommend relying on their expertise.

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

We need to understand what campaigns are working and attribute revenue to specific events. We realize that without this information we have to guess and create spreadsheets.

Full Circle Insights review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Review Source

"Impact Your Business with Full Circle Insights"

What do you like best?

The vast amount of data captured by Full Circle and the ability to work with Salesforce's reporting functionality to extract actionable insights that can drive change within your organization.

What do you dislike?

The only drawback that I've found is doing robust channel-level reporting, but that may be more a limitation with the campaign member object in Salesforce rather than Full Circle functionality.

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

As a Marketing team we are able to report on accurate pipeline influence and revenue attribution thanks to Full Circle – which has affected our ability to gain credibility within the organization and add a layer of data-driven decision making to our overall Marketing strategies.

Full Circle Insights review by <span>Reed G.</span>
Reed G.
Validated Reviewer
Review Source

"Must have tool for revenue marketers"

What do you like best?

FCI gives us the ability to report on, assess and optimize the entire sales funnel native inside of Salesforce. This has allowed us to improve our forecasting capabilities, clearly visualize areas of the funnel that need attention and optimize our revenue funnel for increased performance.

What do you dislike?

The only dislike I is that the data is not retroactive once FCI is installed, but that is not a show stopper.

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

Funnel reporting, optimization and diagnostics inside Salesforce. Revenue operations, sales process optimization and forecasting accuracy.

Full Circle Insights review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Best Tool for ABM Marketers"

What do you like best?

I love the matchmaker tool! It's very easy to automatically assign and convert leads to accounts!

What do you dislike?

Onboarding can be a little better. They expect you to read alot of manually documentation on your behalf.

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

We're solving marketing influenced reporting problems and lead to account matching. We realized marketing has a bigger impact across the funnel.

Full Circle Insights review by <span>Meagen E.</span>
Meagen E.
Validated Reviewer
Review Source

"Love FCI for funnel management and insights"

What do you like best?

We are much more confident in our funnel attribution results. We are able to better allocate budget to campaigns and programs that turn into business.

What do you dislike?

It does take some setup, but worth the time coordinating between Sales and Marketing.

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

sales and marketing attribution and alignment

Full Circle Insights review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Verified Current User
Review Source

"If you use salesforce...you need this one fory our revenue engine"

What do you like best?

Love the way that full circle insights sits with you all of the way through implementation and making sure you understand all that's going on. Then of course the reporting is magnificent

What do you dislike?

Took a little time to get everything synced up and ready to go. Some of which was on our end with our database information

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

Amazing insight into how marketing and sales both play a role in the leads interactions.

Full Circle Insights review by <span>Kelly S.</span>
Kelly S.
Validated Reviewer
Review Source

"Excellent"

What do you like best?

It gives me holistic information on marketing leads to revenue.

What do you dislike?

It is a bit a heavy lift to operate. I have to rely on my sales ops tech team to create some of the custom charts and tables.

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

Goal is to understand the efficacy of our marketing campaigns -- and Full Circle Insights really helps.

Full Circle Insights review by Administrator in Marketing and Advertising
Administrator in Marketing and Advertising
Validated Reviewer
Review Source

"We rely on Full Circle for our Marketing attribution modeling."

What do you like best?

I like that ALL the data is there, whether or not we optimize its use. If I want to go back and analyze behavior for the past x years, I can do it.

What do you dislike?

Tough to sell internally because we haven't experienced our Salesforce without it. From a sales perspective, they only notice it when it prevents them from doing things like creating opportunities without an active response.

Recommendations to others considering the product

Set up regular check-ins with Full Circle support to be sure you understand the implementation.

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

Trying to understand the performance of our Marketing campaigns.

Full Circle Insights review by <span>Paul J.</span>
Paul J.
Validated Reviewer
Review Source

"Great Insights into business performance"

What do you like best?

Great integration with Salesforce.com

Good experts helping with smooth implementation

What do you dislike?

nothing I can think of at the stage after 6 months

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

Trying to solve MQL to Closed Business cycle improvement.

Benefits help us determine which MKT campaigns bring best MQLs

Full Circle Insights review by <span>Peter B.</span>
Peter B.
Validated Reviewer
Review Source

"Marketing ROI Made easy"

What do you like best?

Built completely on the Force.com platform, so it installs nicely inside of Salesforce. Easy reporting of marketing lifecycle. Able to turn around metrics in no time at all.

What do you dislike?

Not much not to like except having to pay for it.

Recommendations to others considering the product

It's a marketing manager's dream to capture all the campaign metrics automatically. Makes justifying marketing campaigns a whole lot easier.

Full Circle Insights review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Great marketing software designed into salesforce"

What do you like best?

Great layout and design. Designed into Salesforce.com. Works with other marketing automation software. Easy to track marketing campaigns.

What do you dislike?

nothing

Recommendations to others considering the product

non

Kate from G2 Crowd

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