FunnelSource

(11)
4.1 out of 5 stars

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FunnelSource review by <span>Robert F.</span>
Robert F.
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Funnelsource is a very useful, low cost tool that provides visibility across the sales organization!

What do you like best?

I like Funnelsource for it's ease of use, it's ease to configure, the ability to pull data directly from Salesforce, and the ability to display funnel data in an organized fashion. We are structured by region and it had the functionality to drill all the way down to individual deal level data. The other area where I have been impressed with Funnelsource is the support. Andy, our main point of contact is very, very good. He is always one phone call away for help and is always willing to hop on a screen share and fix or update anything.

What do you dislike?

The interface seems to have become a bit outdated, aesthetically it is very basic. It does meet the needs for our company, at a minimal cost tot he company. There are many new competitors coming onto the scene, so I do believe Funnelsource needs to continue to innovate to keep up with the competition .

Recommendations to others considering the product

Funnelsource is a solid, low cost option.

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

Funnelsource gives our sales organization, customs views, from the top all the way down, into our sales funnel, won deals, forecasts, and deal level data, all in one convenient format. We can see roll ups, all the way down to individual data, for multiple teams, and multiple types of funnels (New, Renewal, Agent, etc). Funnelsource also tracks quotas and attainment against those quotas, which gives employees a quick and easy way to reference their progress.

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FunnelSource review by <span>Thompson W.</span>
Thompson W.
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Verified Current User
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FunnelSource within Salesforce is seamless for Biz Intel

What do you like best?

I like that there is a separate tab within my Salesforce browser window that is alongside the daily SFDC main tabs of reports. Within Funnelsource, the business Intelligence visual is very simple to explain and explain to stakeholders and company executives.

What do you dislike?

The very low tech, generic main dashboard panel for WON, LOSt, etc. Very unattractive, and unsexy. Better off making 8 large buttons.

Recommendations to others considering the product

Have the company VP Sales, VP Marketing, Director of Sales Operations, and President all trial it for the teams. If executive love it, it will work for the teams.

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

Transparency of sales team's opportunities against MRR and quarter attainment.

What Sales Analytics solution do you use?

Thanks for letting us know!
FunnelSource review by User in Pharmaceuticals
User in Pharmaceuticals
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Simple, one source of truth salesforce dashboard

What do you like best?

One place to go within salesforce for live dashboard data. Cheaper than alternatives, uses SF hierarchy permissions, links back to specific opportunities through drill down. Basic point in time trending that allows for activity monitoring as well as identifying changes to pipeline and funnel. Great for holding sales team discussions around as all levels of data can be drilled into. Is housed within SF itself which allows for ease of access for sales team as well as on the go access. Can be a much cheaper replacement before getting into analytical tools like wave or tableau.

What do you dislike?

Difficult to adjust for change. Requires recoding for new setup and sales structure changes. Reports are somewhat canned and does not allow for exploration. Not an BI tool but a simpler dashboard which is built around filtering down based on sales roles. Dashboard can look a little clunky and insights are not always obvious.

Recommendations to others considering the product

Great canned dashboard for organizations where one source of truth is needed. Funnelsource consulting team will most likely need to build your initial setup, if organization changes or new data needs to be captured then you will likely need additional consulting.

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

Able to agree on one number across all sources and have discussion where we are versus our quota. Simplifies very complex data and allows access to data through SF itself and on the go. Holding sales meetings and sales manager meetings around the dashboard and able to drill into opportunities that are in discussion.

FunnelSource review by <span>Morris P.</span>
Morris P.
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Invitation from G2 Crowd
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Great way to make SFDC more visible.

What do you like best?

I really like managing the pipeline from one screen, and also having visibility to all the changes in an opportunity.

What do you dislike?

Pricing is a bit high, given the fact you are paying for this on top of SFDC.

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

Faster analysis of pipeline, better one on one meetings with sales reps, better overall internal intelligence and earlier detection of deal red flags.

FunnelSource review by User in Computer Software
User in Computer Software
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Helpful for keeping your Sales team on track to hit quota

What do you like best?

Very visual forecasting tool to keep the entire Sales team on target to hit quota.

What do you dislike?

Can sometimes be overly simplified - Always important to review details with your Sales team members.

Recommendations to others considering the product

Use FunnelSource as a bird's eye view - With the many options to view the data, don't forget to still discuss deals 1:1 with teammates. It's geat insight, but don't forget to continue to manage details.

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

Solves the issue ot accurate forecasting. Beneficial in that it includes multiple breakdowns to see the bigger pictures of all Sales opportunities in the pipe.

FunnelSource review by User in Biotechnology
User in Biotechnology
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Invitation from G2 Crowd
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Review for FunnelSource

What do you like best?

FunnelSource is user friendly. We had FunnelSource and swapped to a Salesforce admin to run dashboards but we are now converting back because it will be much easier to use and read.

What do you dislike?

I think we decided not to use FS because it was a little expensive and we wanted to see if we could find a less pricey option.

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

We are able to clearly see our goals and where we are at on hitting them!

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Kate from G2 Crowd

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