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Fullcast is a brilliant tool that our organization utilizes for routing leads and opportunities. I love the flexibility that fullcast has with their tool with regards to what can be routed and how. Being able to utilize any fields as a criteria to route opened the door for us in routing not only by region, but also preferred language, MQL reasons, etc. Fullcast continues to evolve having paid close attention to their customers needs and have recently rolled out a Holdover policy that was exactly what our Sales Ops team needed.
Speaking about the people aspect of fullcast.io....the Customer Success Team is top notch! They are extremely patient, helpful, and kind when we have questions around routing with Fullcast. Shoutout to Leesa Tietjen because she hands down is one of the best CSMs that I have personally worked with in my entire career. She embodies what customer success means to Fullcast and their customers. Review collected by and hosted on G2.com.
The user experiences of the fullcast tool itself can be difficult to use. Currently, searching for which participants are in what router is very difficult to do within the tool. We utilize a SFDC report to do so.
We have also experienced issues adding participants to a router as it will not save the person into the policy if there is another process that is utilizing the policy. You would need to double check if the person is on the router via an SFDC report or go back into the policy to check after clicking save. Aside of performance issues with the adminstration side of the tool, the creativity and flexibility is great! Review collected by and hosted on G2.com.
40 out of 41 Total Reviews for Fullcast
Overall Review Sentiment for Fullcast
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I would be hard pressed to come up with a software vendor that I have had a better customer success experience with. Both of the CSM's that have been assigned to our account have been absolutely amazing. Any questions or edits that we have had are always delt with super quickly and our rep Jason is extremely knowledgable with options for whatever business case we bring him. The platform is easy to navigate and straight forward to learn. Review collected by and hosted on G2.com.
N/A, any problems we have had are quickly resolved by the Fullcast team, I cant recommend them enough Review collected by and hosted on G2.com.
I am most impressed with their "Smart Territories". This feature allows you to use a combination of ANY fileds or formulas in your CRM to define very precise, multi-step criteria to assess potential and use that to balance your territories. This is invaluable when getting buy-in from Sales Leadership.
Also, their services team are great and they have a "white-glove" model that provides ongoing support from a dedicated resource Review collected by and hosted on G2.com.
I would like to be able to see more of the Fullcast metadata in Salesforce, and to be able to turn off the out of the box Salesforce functionality around Account teams , which can get in the way. Review collected by and hosted on G2.com.
Fullcast is an easy-to-use tool that will transform your GTM and territory planning cycle. The tools syncs with your CRM and takes the Ops team out of spreadsheets for a more thoughtful, accurate and thoughtful process. The tool also meaningfully transforms the way sales leadership engages during fiscal planning, providing them with an intuitive environment for them to provide feedback and refine territories.
Post fiscal planning, Fullcast also provides a seamless avenue to make adjustments to territories in year.
Last but not least, Fullcast has an amazing support team lead by the inimitable Tyler Simons. Fiscal planning can be a frenetic and stressful time, so I really appreciated the degree of responsiveness, creativity and flexibility in helping us troubleshoot various technical issues that invariably arise during the deployment of a new technology.
To my mind, very clear ROI here as there is no chance this tool goes unused. Review collected by and hosted on G2.com.
Like any technology, there is some devil in the detail when you deploy. In particular, Fullcast has powerful automation but you need to be cautious to ensure that you don't create a situation where accounts move inadvertently or inexplicably. Review collected by and hosted on G2.com.
If you've dealt with territory creation, lead routing, speed-to-lead tracking, account structures, account data cleansing, operational capacity planning - this is my go-to. Also, they offer a good partnership with a wealth of advice and best practices. Review collected by and hosted on G2.com.
Nothing else really does this so it's hard to provide a relative critique. I think some usability updates would definitely help certainly. Exposing capabilities to sales/cs manager to self-manage would be interesting but you'd have to have lots of guardrails. Review collected by and hosted on G2.com.
Streamlined the territory management and routing of contacts and leads. Geo-territories, what-if scenarios and being able to see where and why a contact routed to the person it routed to.
The team at Fullcast are experts in RevOps, good communicators and I considered them an extension of our team. Review collected by and hosted on G2.com.
There are some things that are a bit more complex then they need to be but the team is aware and working on making them more simple. Review collected by and hosted on G2.com.
it automates what would generally take HOURs of time to implement Review collected by and hosted on G2.com.
I wish it helped to improve our data quality, it is not Fullcast's fault but it is garbage in / garbage out Review collected by and hosted on G2.com.
I like the tools it has to help me manage where accounts are assigned and the integration with SalesForce. Review collected by and hosted on G2.com.
Some process flows are not intuitive, there is a learning curve. Review collected by and hosted on G2.com.
Fullcast is an incredibly detailed and nuanced application. I have seen many complicated and frequently changing territory plans and it makes short work of them. Review collected by and hosted on G2.com.
I thought the UI needed a facelift - and it seems the new leadership team there agreed and made it a top priority!
The next thing I'd like to see is smoother point update processes for sales managers in Salesforce/other outside systems. Review collected by and hosted on G2.com.
Creating an org chart is best feature i find, It is very helpful. Just move individuals in nodes and Org chart creates itself. Fullcast team is always helpful. Creating nodes and hierarchies are easy to create. Review collected by and hosted on G2.com.
Sometimes it doesnt calculate the values right and provide wrong targets. Review collected by and hosted on G2.com.
The team is extremely helpful and always willing to dedicate time to support my team. Review collected by and hosted on G2.com.
The UI could use some simplifying, especially for when it comes time to collaborate with Sales Directors and above on territory assignments. Review collected by and hosted on G2.com.
