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FunnelSource Reviews & Product Details

PB
RVP West
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FunnelSource?

FunnelSource is deployed right inside Salesforce as if it were part of the native application. It allows you to slant drill and sort instantly on almost any parameter in every and any part of your pipeline. It allows managers to see and understand the dimensions of how their salespeople are doing instantly through the system without any need for sales people to do anything. Review collected by and hosted on G2.com.

What do you dislike about FunnelSource?

It's puzzling to me why solutions like Clari are gaining market share through pretty graphs and dashboards, while FunnelSource is overlooked. Nevertheless, FunnelSource offers far greater flexibility and insights to the experienced user. Review collected by and hosted on G2.com.

Recommendations to others considering FunnelSource:

Take the time to see past pretty graphs to see and understand how valuable FunnelSource can be for your business. Review collected by and hosted on G2.com.

What problems is FunnelSource solving and how is that benefiting you?

Instant insights of the dimensions of your sales pipeline of opportunities being created and closed. Slant drilling at different angles to understand which lead sources are actually closing, as well as what products, term length, region, vertical, or most common competitor are just a few of the most valuable ways that FunnelSource offers value to the Sales people and their managers. Review collected by and hosted on G2.com.

FunnelSource Overview

What is FunnelSource?

Intuitive intelligence

FunnelSource Details
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Product Description

Intuitive intelligence


Seller Details
Year Founded
2008
HQ Location
San Francisco, CA
Twitter
@funnelsource
232 Twitter followers
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®

Andy E.
AE
Overview Provided by:
FunnelSource

Recent FunnelSource Reviews

Candi B.
CB
Candi B.Enterprise (> 1000 emp.)
5.0 out of 5
"Simplified Opportunity Management"
If you need quick and efficient way to track your teams performance without heavy tooling and integration to commission systems, then Funnelsource ...
PB
Peter B.Mid-Market (51-1000 emp.)
5.0 out of 5
"FunnelSource--the ultimate tool for managing and understanding your business"
FunnelSource is deployed right inside Salesforce as if it were part of the native application. It allows you to slant drill and sort instantly on a...
Peter B.
PB
Peter B.Mid-Market (51-1000 emp.)
5.0 out of 5
"Funnelsource is the ultimate Salesforce add-on for Pipeline management and review"
Everything--Funnelsource allows salespeople and sales management to manage and understand their pipeline from countless angles and dimensions in re...
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19 out of 20 Total Reviews for FunnelSource

4.3 out of 5
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Overall Review Sentiment for FunnelSourceQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Candi B.
CB
Director, Sales Business Applications
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about FunnelSource?

If you need quick and efficient way to track your teams performance without heavy tooling and integration to commission systems, then Funnelsource will get you there fast! For busy Account Managers and Executives, you get answers quickly and easily with just a few clicks. You can see what deals have closed, what's open, overdue or lagging. You can see what your deal funnel is like and how you are performing to various targets. The product JUST WORKS from the moment we put it in our Sandbox, within minutes we started getting answers. We use a few different tools for management but this is the one tool we deployed to all AMs and management worldwide due to it's easy interface and effectiveness in tracking performance. Their support is top notch as well. Andy Eichler is a guru...responsive, knowledgeable and customer oriented. Review collected by and hosted on G2.com.

What do you dislike about FunnelSource?

Some of the customization takes some coding from the Funnelsource team but they get it done quickly, same day and with excellent suggestions. Other than that, nothing to dislike really. Review collected by and hosted on G2.com.

Recommendations to others considering FunnelSource:

Be clear in what goals you need to measure and questions answered at the get go. Staying focused on helping your field Sales organization know where they are and how they're doing is key. Review collected by and hosted on G2.com.

What problems is FunnelSource solving and how is that benefiting you?

Funnelsource is an elegant easy-to-use tool that quickly gives you visibility on how you're doing, what deals make up a number and where you are in the quarter. Their expert implementation team asks the right questions, focuses on how you do business and tailors the solution quickly. We were up and running in a couple weeks and most of that time was ensuring we had the right questions, filters, know what we are measuring and checking the data looks right. Much of the feedback we received are positive and users have come to rely on it for answers. Review collected by and hosted on G2.com.

Peter B.
PB
Sales Leader | Director of Sales | VP of Sales
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
What do you like best about FunnelSource?

Everything--Funnelsource allows salespeople and sales management to manage and understand their pipeline from countless angles and dimensions in real time. You can rapidly identify key trends hidden in the data. Funnelsource allows you to slice and dice the data for an individual or across a large sales team. Some favorites are pipeline by: Lead Source, By Industry Vertical, By New vs. Renewal, Average transaction size. & Length of Sales cycle. Review collected by and hosted on G2.com.

What do you dislike about FunnelSource?

There is nothing that I dislike about Funnelsource. I have to write at least 4o characters here so I am. Review collected by and hosted on G2.com.

Recommendations to others considering FunnelSource:

I would encourage anyone looking at Sales reporting and management tool to invest in taking the time to truly understand what Funnelsource can do for you. It does not provide shiny graphs and charts, but offers a far superior capability that sales people and their management will master and optimize what to focus on. Review collected by and hosted on G2.com.

What problems is FunnelSource solving and how is that benefiting you?

Optimize sales efficiencies by offering real-time quantitative insights into sales pipelines. It's the ultimate sales management tool offering the most effective way for sales people and sales leaders to optimize and understand the composition and progress their sales team is making. Review collected by and hosted on G2.com.

Edynn S.
ES
Executive Director
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FunnelSource?

The pipeline management is incredible! With it you can drive results and exceed targets with real-time insights into performance and pipelines. See how your pipeline is evolving in real time to identify trends and weakness so you can make adjustments now, before it’s too late. No need to have multiple dashboards and reports open. Review collected by and hosted on G2.com.

What do you dislike about FunnelSource?

the drill down capabilities for the teams to individuals could be better. sometimes it requires a few extra steps to drill down into the individual pipeline and look at them. I also wish i had a monthly and quarterly view at the same time. Review collected by and hosted on G2.com.

Recommendations to others considering FunnelSource:

It is a great solution for small to mid size sales floors looking to improve and automate their forecasting, it allows you to identify trends with in their pipe to be able to better predict revenue and fall out,See pipeline changes over any time period. Identify trends and uncover risks so you can take action now to avoid end-of-quarter surprises. Review collected by and hosted on G2.com.

What problems is FunnelSource solving and how is that benefiting you?

we were suppose to be solving the problem with having to manually forecast or having to run so many different reports and then consolidate them into one file to read in meetings. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
AH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FunnelSource?

A great way to get a clear picture of sales performance via their pipeline management system Review collected by and hosted on G2.com.

What do you dislike about FunnelSource?

Nothing really. The customer service is great, programming is awesome, workflow is great Review collected by and hosted on G2.com.

Recommendations to others considering FunnelSource:

Seamless website integration as well as support staff Review collected by and hosted on G2.com.

What problems is FunnelSource solving and how is that benefiting you?

Single screen interface, custom metrics, seamless website with great integration possibilities Review collected by and hosted on G2.com.

Verified User in Banking
UB
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FunnelSource?

Being able to contact as many people as possible Review collected by and hosted on G2.com.

What do you dislike about FunnelSource?

There are some bugs that need to be attended to sometimes. Very slow at times Review collected by and hosted on G2.com.

What problems is FunnelSource solving and how is that benefiting you?

Reaching out to more customers and clients. Reaching a bigger audience is paramount to growing any business and funnelsource does this through fb ads and email waves Review collected by and hosted on G2.com.

Verified User in Building Materials
UB
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FunnelSource?

I like the ability to channel my funnel easily Review collected by and hosted on G2.com.

What do you dislike about FunnelSource?

There is not much to complain about the system. Review collected by and hosted on G2.com.

What problems is FunnelSource solving and how is that benefiting you?

Being able to have a source to look and anazlize your sales funnel is a great benefit and tool. Review collected by and hosted on G2.com.

Javier S.
JS
Sales Manager
Construction
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about FunnelSource?

It’s very easy for us to use at the office,some enjoy how it’s eay to visualize.We have several options Review collected by and hosted on G2.com.

What do you dislike about FunnelSource?

It s difficult to dislike anything that seems so simple to use.At this time,Imdo not have anything negative to say in reference to using this Review collected by and hosted on G2.com.

What problems is FunnelSource solving and how is that benefiting you?

Helping us at the office with simplifying charts for most of our clients.,which makes for great relationships Review collected by and hosted on G2.com.

Brittany J.
BJ
Founder and Instructor
E-Learning
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about FunnelSource?

Gaining conversion rates by understanding where we were implementing redundant marketing. Review collected by and hosted on G2.com.

What do you dislike about FunnelSource?

We did not gain them at the pace we wanted Review collected by and hosted on G2.com.

What problems is FunnelSource solving and how is that benefiting you?

More conversion by identifying who left a purchase mid way Review collected by and hosted on G2.com.

Thompson W.
TW
Senior Strategy Manager
Computer Software
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about FunnelSource?

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. Review collected by and hosted on G2.com.

What do you dislike about FunnelSource?

The very low tech, generic main dashboard panel for WON, LOSt, etc. Very unattractive, and unsexy. Better off making 8 large buttons. Review collected by and hosted on G2.com.

Recommendations to others considering FunnelSource:

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. Review collected by and hosted on G2.com.

What problems is FunnelSource solving and how is that benefiting you?

Transparency of sales team's opportunities against MRR and quarter attainment. Review collected by and hosted on G2.com.

Verified User in Pharmaceuticals
UP
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FunnelSource?

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. Review collected by and hosted on G2.com.

What do you dislike about FunnelSource?

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. Review collected by and hosted on G2.com.

Recommendations to others considering FunnelSource:

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. Review collected by and hosted on G2.com.

What problems is FunnelSource solving and how is that benefiting you?

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. Review collected by and hosted on G2.com.