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20 FunnelSource Reviews
Overall Review Sentiment for FunnelSource
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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.
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.
Very visual forecasting tool to keep the entire Sales team on target to hit quota. Review collected by and hosted on G2.com.
Can sometimes be overly simplified - Always important to review details with your Sales team members. Review collected by and hosted on G2.com.
I really like managing the pipeline from one screen, and also having visibility to all the changes in an opportunity. Review collected by and hosted on G2.com.
Pricing is a bit high, given the fact you are paying for this on top of SFDC. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
Funnel source has provided me with amazing top of the line communication. They have provided us with custom reports as well as interactive sales reports. Review collected by and hosted on G2.com.
I have had such an amazing experience with them that I don't have any bad feedback. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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 . Review collected by and hosted on G2.com.
The reports are easy to configure despite our complex sales model. Review collected by and hosted on G2.com.
Sometimes the reports load slowly. Usually refreshing the page fixes that problem. Review collected by and hosted on G2.com.
It's easy to drill down into different views Review collected by and hosted on G2.com.
Sometimes i cannot look out into the future for future quarters, and sometimes the quota is not aligned correctly. Review collected by and hosted on G2.com.
