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Full Circle Insights

Full Circle Insights

4.1
(78 reviews)
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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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Full Circle Insights review by Kimberly I.
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 business 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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Full Circle Insights review by Ryan S.
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.

What Attribution solution do you use?

Thanks for letting us know!
Full Circle Insights review by Simon S.
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.

Full Circle Insights review by Jason P.
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 Tom K.
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 Carson M.
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 business 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.

Full Circle Insights review by Executive Sponsor
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 business problems are you solving with the product? What benefits have you realized?

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

Full Circle Insights review by Joe G.
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 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 User in Computer Software
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 business 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.

Full Circle Insights review by Harrison Y.
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 business 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.

Full Circle Insights review by Sara H.
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 business 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.

Full Circle Insights review by Michele H.
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 business 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.

Full Circle Insights review by Kurt K.
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 Nina K.
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 business 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.

Full Circle Insights review by User in Internet
User in Internet
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 business problems are you solving with the product? What benefits have you realized?

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

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 Chris V.
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 Ronen S.
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 business 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.

Full Circle Insights review by Administrator in Computer Software
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 business 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.

Full Circle Insights review by Maggie L.
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 Administrator in Computer Software
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 business 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.

Full Circle Insights review by Executive Sponsor
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 business 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.

Full Circle Insights review by Bryant L.
Bryant L.
Validated Reviewer
Review Source

"Advanced Attribution to Build Your Revenue Engine"

What do you like best?

Full Circle Insights is a highly-configurable analytics solution for your Revenue Engine. Regardless of how your funnel is configured, Full Circle Insights can provide unparalleled attribution and reporting.

What do you dislike?

Would love to have a more granular way to capture campaign cost data. Ideally, it would integrate with common sources like AdWords.

Recommendations to others considering the product

Analytics is an area where you get what you put into it. There are other solutions that are set it and forget it but if you want rigorous analytics you will need to invest the time into a tool like Full Circle Insights

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

-Ability to capture repeat funnel engagement

-Ability to have full control over the data

-Activation and Influence reporting

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 Joe O.
Joe O.
Validated Reviewer
Verified Current User
Review Source

"Fixes a fundamental SFDC flow"

What do you like best?

Allows you to measure the SiriusDecisions funnel along with conversion rates and velocities and measure different funnel types.

What do you dislike?

Rigid structure and modifying data takes some work.

Recommendations to others considering the product

Only tool that gives SD waterfall reporting you can trust.

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

What is marketing's impact on the business? In the past, I've been able to identify a certain path our high performing leads followed and we were able to redirect efforts to maximize results.

Full Circle Insights review by Season H.
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 Andrea M.
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 Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Thought Leadership and Great Support"

What do you like best?

If I have an issue, I can easily submit a case and the response is very quick. They also include references to support docs making a resolution very quick. If things get tougher, sometimes we have a call and the right people are on the call.

What do you dislike?

Would be nice if there were some additional online documentation.

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

We use their MatchMaker tool and it has allowed us to utilize Account Based Marketing. The tool does a great job of moving people into the correct accounts. This gives our sales reps the opportunity to follow up with contacts associated with their working accounts.

Full Circle Insights review by Stephen S.
Stephen S.
Validated Reviewer
Review Source

"Full visibility, flawless support"

What do you like best?

Hands down, all of the funnel conversion metrics. Measuring stage to stage conversion rates and velocity has become standard and it's created full buy-in from sales & marketing leadership.

What do you dislike?

Sometimes if there are any automation / workflow issues with the MAP and CRM, it's tough to tell if the FCI managed package code had anything to do with it (though this is the nature of a managed package like this).

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

We've been able to measure number of leads received by sales rep in any time frame, and have the ability to clearly see who needs more, making lead redistribution more effective.

Full Circle Insights review by Rebecca G.
Rebecca G.
Validated Reviewer
Review Source

"Powerful Tool for Data-Driven B2B Marketers"

What do you like best?

Full Circle can be fully customized to match your business processes. It provides great flexibility and accuracy in reporting throughout the funnel and attributing revenue to marketing campaigns in Salesforce. While implementing is no small project, their expert team guided us through the process.

What do you dislike?

To fully leverage Full Circle, creating and maintaining clean campaign and opportunity data is of utmost importance. You should understand this commitment before undertaking an implementation.

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

Leveraging Full Circle allowed us to implement a Salesforce campaign methodology that better aligns with marketing budget categories. We can now tie revenue back to broader source categories as well as individual assets.

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 Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Great Software backed up with thought leadership."

What do you like best?

When I reach out to FCI, the response is always well thought out and through. This allows me to make the best decisions for my situation and my company. For MatchMaker, it is very easy to associate new and existing leads to specific current accounts. Changing the parameters is very easy and the tool incorporates easily into my current lead automation and assignment process. Very happy with the product.

What do you dislike?

I do not have any issues at this time with FCI.

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

MatchMaker is one of the easiest products to use and it solves an incredible about of issues we were having with ABM.

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

"Great product for smaller/startup companies, some issues scaling as a company grows"

What do you like best?

The product is easy to learn and understand. It is an effective tool for simple marketing structures.

What do you dislike?

It requires you to have all leads/contacts in campaigns because measurement is based on campaign members which can cause gaps in visibility if leads are not yet attributed to a campaign or will never be attributed to one.

It also views marketing as a parallel, linear paradigm instead of a three dimensional construct. While the tool attempts to mimic this via campaign influence there are gaps.

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

Full Circle has allowed us to track our marketing and sales funnel but with some multi-touch attribution challenges.

Full Circle Insights review by Will B.
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 Jack J.
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 Mike S.
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 J. Robb M.
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 Administrator
Administrator
Validated Reviewer
Review Source

"Know the path of your leads!"

What do you like best?

I loved being to have an accurate view into flow of our leads. We can easily see the flow and velocity both at an overview level as well as down to individual rep performance. Getting campaign level attribution to opportunities has also been very great to show marketing's impact on the business.

What do you dislike?

Depending how you choose to implement it, there can be some technical gotchas to look out for. I do wish there was a way to have campaigns auto-applied when sales tries to work on inactive leads.

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

We were looking for a solution to help with reporting on lead movement as well as campaign attribution. Full Circle has helped immensely with this. It adds in lots of data points that we can pull into our reporting systems.

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

"Great tool!"

What do you like best?

Helps us capture every touchpoint for campaigns and get better reporting on where the lead is before it converted and what the last campaign touchpoint was.

What do you dislike?

It was a bit difficult to understand initially on how it all worked and to get proper reporting, but we figured this out.

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

We struggled to capture every touchpoint and Full Circle helped to capture this. We can now view the first and last campaign response with Full Circle. Helps us analyze campaigns better.

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

"Better than the competitors, requires a fair amount of TLC"

What do you like best?

Leveraging native SFDC functionality on the Campaign Member.

What do you dislike?

We were unaware that the funnel metric reporting (Campaign Member) and custom influence model (Influence Object) reporting would be on different reports/objects in SFDC.

Recommendations to others considering the product

Be sure you're okay with funnel metrics and custom model reporting on two different reports.

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

We are using FCI as a core building block to our Tech Stack. Most notably, it fulfills our Marketing/Sales Campaign Reporting. Best reports include Funnel Metrics (Conversion/Velocity Rates) and Custom Influence Model Reporting.

Full Circle Insights review by User in Mechanical or Industrial Engineering
User in Mechanical or Industrial Engineering
Validated Reviewer
Verified Current User
Review Source

"Heavy-lifting Attribution Could Worth Effort"

What do you like best?

Full Circle (FC) attribution is clearly one of the leaders in the space, especially in B2B industry who leverages SFDC heavily on campaign creation.

What do you dislike?

Very steep learning curve, you're likely to need 1-2 full-time FTE to fully manage it, with additional vendor to get it up and running. Cost is the main dislike here, and you do need to create a SFDC campaign for each campaign that marketing runs, otherwise, you can't attribute it.

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

Clear marketing ROI attribution across multiple channels

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 Patrick S.
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 Jeff K.
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 Josh R.
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 Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Helps us track the steps in our funnel"

What do you like best?

Helps us track the key moments in our cycle: MQL,SQL,Opportunity. Very helpful for that.

What do you dislike?

Lots of configuration settings, some are hard to understand. Team has been helpful getting it to work for us

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

The problem that we didn't have clear tracking of the important moments in the sales funnel, and salesforce+marketo alone didn't make it easy to track them.

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