Full Circle Insights

(35)
4.3 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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Showing 35 Full Circle Insights reviews
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Full Circle Insights review by <span>Simon S.</span>
Simon S.
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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.

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Full Circle Insights review by <span>Jason P.</span>
Jason P.
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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).

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Full Circle Insights review by <span>Tom K.</span>
Tom K.
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A MarTech Must Have

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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.

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Full Circle Insights review by <span>Maria S.</span>
Maria S.
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What do you like best?

-We can qualify and re-qualify both leads and contacts

-We are able to track the follow up from the sales org on those qualified leads/contacts

-We can do volume, conversion rates, and velocity reporting all within SFDC

-We gained huge visibility into the performance of the marketing, sales, and partner funnel. We can easily see what's working and what isn't

-Multi-touch attribution models within SFDC

What do you dislike?

So far there has only been one thing that is a slight annoyance. I dislike that we have to roll up fields from the lead/contact/opportunity/account to the campaign member object. It's sort of a necessary evil because we need these fields in order to filter/segment our reports properly. However, our SFDC admin is always complaining about the number of fields we've requested to roll up. We're basically duplicating fields within SFDC.

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

-Before Full Circle, we were only qualifying leads the first time they entered our funnel. Full Circle gave us the ability to re-qualify leads every time they exhibited a buying signal. It also gave us the ability to do this with contacts, which we never had before. Because of this, we dramatically increased the number of buying signals to our sales team.

-We were trying to hone in on which marketing programs were helping drive business, especially those that were moving existing business. We were able to do this by qualifying and re-qualifying leads/contacts. Also, Full Circle gives you the ability to report on the funnel performance right within SFDC and drill down to specific tactics. We can see exactly what's working and what isn't.

-We knew that a lot of marketing programs weren't necessarily sourcing pipeline, but influencing it. Full Circle's attribution models let us see how much of the business was being influenced by individual campaigns.

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

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

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