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FunnelStory Reviews & Product Details

FunnelStory Overview

What is FunnelStory?

FunnelStory is a revenue platform for Sales & CS teams. FunnelStory AI automatically discovers and models your data in minutes, goes back in time to learn from your best customers, identifies retention zones, discovers bottlenecks, generates “optimum” journey funnels, designs “effective” engagements, and signals sales when customers are ready for more.

FunnelStory Details
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Product Description

FunnelStory is a revenue platform for Sales & CS teams. FunnelStory AI automatically discovers and models your data in minutes, goes back in time to learn from your best customers, identifies retention zones, discovers bottlenecks, generates “optimum” journey funnels, designs “effective” engagements, and signals sales when customers are ready for more.


Seller Details
Year Founded
2022
HQ Location
Los Altos, US
Twitter
@FunnelStory
43 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®

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Recent FunnelStory Reviews

Cathy G.
CG
Cathy G.Mid-Market (51-1000 emp.)
5.0 out of 5
"FunnelStory: The AI Driven Customer Journey Machine!"
FunnelStory has transformed our approach to customer engagement and journey mapping. From the moment we integrated our data into FunnelStory, we...
Manpreet S.
MS
Manpreet S.Mid-Market (51-1000 emp.)
5.0 out of 5
"Deep Insights and Actionable Outcomes"
I love how FunnelStory handles churn prediction with such finesse—it's like having a data scientist in your toolbelt. The platform's ability to pul...
Gilad S.
GS
Gilad S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Data is King"
FunnelStory helps me understand my data, and orient my customers onto my funnel. We use FunnelStory for both our presale and postsale processes, ...
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FunnelStory Media

FunnelStory Demo - AI Chatbot
FunnelStory Demo - Dashboard
FunnelStory Demo - Product Adoption Funnel
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8 FunnelStory Reviews

4.8 out of 5
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8 FunnelStory Reviews
4.8 out of 5
8 FunnelStory Reviews
4.8 out of 5

FunnelStory Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Cathy G.
CG
Vice President of Customer Success
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about FunnelStory?

FunnelStory has transformed our approach to customer engagement and journey mapping.

From the moment we integrated our data into FunnelStory, we immediately realized value. The platform enabled us to optimize each step of our customers' journey. The platform'has really helped us to identify key touchpoints and areas for improvement, ensuring that our customers receive the most value with every interaction.

We've seamlessly integrated FunnelStory with all the platforms we rely on, including Salesforce, Jira, Slack, Zendesk, Zoom, and even Gong!

One of the standout features of FunnelStory is how it empowers us to anticipate and exceed customer expectations. The data-driven insights allow us to tailor our approach, making every engagement more meaningful and relevant. This level of personalization has helped to enhance our customer relationships. We’re confident that when renewal conversations come up, we’ll be in a strong position thanks to the deep understanding we’ve gained from FunnelStory of what our customers need and value.

Also worth mentioning is the support we’ve received from the FunnelStory team. Their dedication to our success is evident in every interaction, from the initial onboarding to ongoing support. They’ve been proactive in helping us unlock the full potential of their platform, providing guidance and best practices that have been crucial to our success. It’s clear that they practice what they preach by making sure we, as their customer, are always getting the most value from their platform. Their approach to customer support sets a high standard and serves as an example of how to win and keep customers in today’s competitive landscape.

Overall, FunnelStory isn’t just a platform—it’s a partnership that has elevated our approach to customer engagement. We’re excited about the future and look forward to continued success with FunnelStory. Review collected by and hosted on G2.com.

What do you dislike about FunnelStory?

It's not really a dislike, but there's so much amazing new functionality being released that it's hard to find enough time in the day to learn and implement all the features designed to simplify our Customer Success Team's workflow. Review collected by and hosted on G2.com.

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

We use FunnelStory for our Customer Success Team and Customer Journey Mapping. Review collected by and hosted on G2.com.

Manpreet S.
MS
Business Operations Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about FunnelStory?

I love how FunnelStory handles churn prediction with such finesse—it's like having a data scientist in your toolbelt. The platform's ability to pull in data from everywhere—be it our product metrics, CRM, or support logs—is fantastic. Using it we've been able to uncover insights that would have taken us signaficanly longer to uncover on our own. Review collected by and hosted on G2.com.

What do you dislike about FunnelStory?

On the flip side, getting the hang of FunnelStory can be a bit daunting at first. There’s a lot it can do, and that complexity means a steeper learning curve but the team has been amazingly supportive in taking our feedback and helping us when needed. Review collected by and hosted on G2.com.

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

FunnelStory transforms our data analysis, offering quick, deep insights and effective churn prediction. Its integration of multiple data sources into a user-friendly platform enables informed decisions, boosting our operational efficiency and customer engagement. Review collected by and hosted on G2.com.

Gilad S.
GS
Co-Founder
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about FunnelStory?

FunnelStory helps me understand my data, and orient my customers onto my funnel.

We use FunnelStory for both our presale and postsale processes, and it is integrated with our CRM, CDW and other autmoation systems.

We deployed Funnelstory early on, and it was very easy to integrate it into my backend data warehouse. Once the integration is done, everything else is super easy to set up, including journey funnels, automations, and reporting,

I user FunnelStory dailly to get updates on imporant changes in my customer base - both highlevel updates (how many customers completed specific milesontre, how many are at risk, etc), and also specifically (where is the customer, what is their usage, features they use, etc.)

The team in Funnelstory is super responsive, and they welcome feedback to make their product better. They are always looking for the pain areas and how they can help with their product. Review collected by and hosted on G2.com.

What do you dislike about FunnelStory?

Nothing really come to mind. The product works as we expect! Review collected by and hosted on G2.com.

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

Funnel story is helping me take a massive amount of data from our customers and prospects traffic patterns, and place it nicely on our defined journey milestones for both analytics, insights and automated actions. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about FunnelStory?

The best aspect of FunnelStory is its out-of-the-box analytics, particularly the Journey funnels and the Accounts view. The initial configuration was pretty straightforward. It was easy to connect to our data warehouse, Snowflake. We had to write some SQL queries to define in-product actions we wanted in our funnel, called Data Models in FunnelStory. This took some time because there were a lot of actions we wanted in our funnel, but it wasn't particularly difficult. Once these were defined and our funnel configured to use them, it became really useful. We could track accounts as they moved through the funnel towards purchase. If any get stuck, especially late in the funnel, we can intervene. The Accounts view is just nice to have in general. If you have a question about how a customer has been engaging with our website, our blog, our open source product, or our SaaS, we can just go to the Accounts view for them. It shows which users are part of an account, every interaction those users have had with our products (as far back as the data in Snowflake goes), where they are in the funnel, etc. Review collected by and hosted on G2.com.

What do you dislike about FunnelStory?

FunnelStory offers valuable out-of-the-box analytics, but some areas could be improved. Writing SQL queries to define in-product actions, known as Data Models in FunnelStory, can be time-consuming, especially when dealing with a large number of actions. Although it's not particularly difficult, it does require a level of technical expertise and can slow down the initial setup. I don't have a good solution for this. It's unique to each user and writing SQL is a standard practice, but I still don't like doing it. Additionally, while the predefined reports and dashboards are comprehensive, there are occasional limitations in customization. Despite these minor drawbacks, the platform's benefits and capabilities still make it a strong asset for our analytics needs. Review collected by and hosted on G2.com.

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

FunnelStory helps us visualize our sales funnel based on real user actions in our product and on our digital properties. So we can track accounts as they move towards purchase and intervene if they get stuck. The Accounts view gives a comprehensive look at customer interactions across various touchpoints, which helps us understand engagement better. Review collected by and hosted on G2.com.

Sandra B.
SB
Founding LP
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about FunnelStory?

I love that it brings together both structured (product usage, training stats, how many users have used feature xyz) and unstructured data (call data and sentiment, meeting notes, email content) to bring to life to a full view of a customer but also start to model learnings across the customer base from all the information collected. I'm now able to get proactive insights on leading indicators (drop in usage, change in engagement, etc) before I have a lagging indicators (churn or renewal). The insights and out of box analytics I have are superior to any combination of dashboards I get from SFDC, Looker, etc.

Also, implementation was so smooth and we had a working model in less than 2 hours of configuring our instance. I also love their support model and onboarding approach and use of Slack to keep all questions streamlined and answered. Review collected by and hosted on G2.com.

What do you dislike about FunnelStory?

So far it's been so value add to my every day. As I start to learn more I will keep an eye on features that I think could make it even better experience. Review collected by and hosted on G2.com.

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

FunnelStory is helping me better understand customers (Who, ICP, Insights), discover their journey (discover, design, predict), have a more robust pulse on engagement (who, when, how), and predict based on how I've configured it if an account is piosed to grow or shrink. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about FunnelStory?

FunnelStory has been easy to onboard and connect with our other systems of record. Their native analytics are great and it's also straightforward to sync values with our CRM for the sales team to know which PQLs to follow up with. Review collected by and hosted on G2.com.

What do you dislike about FunnelStory?

Genuinely nothing comes to mind. FunnelStory is a young company, which I see as a positive, since feedback is quickly implemented into new features. They are growing and improving at breakneck speed! Review collected by and hosted on G2.com.

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

On our product's Free Forever tier, FunnelStory makes it possible to surface usage triggers for us to perform a variety of contextual go-to-market nudges for heavy users. From sending timely emails with documentation links to reaching out to users for troubleshooting, FunnelStory helps automate the process and enables our lean team to do more with less. Review collected by and hosted on G2.com.

Pawan S.
PS
Director of Product Management
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about FunnelStory?

Really great customer service! Product is very insightful, helps with understanding key activities and signals in the trial. Easy to collect analytics. They listen and iterate fast on cstomer feedback. 10/10 would recommend to anyone wanting visibility in the trial Review collected by and hosted on G2.com.

What do you dislike about FunnelStory?

Nothing major so far. They have released new capabilities like Journeys which have good potential, but needs some more baking time. Review collected by and hosted on G2.com.

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

Free trial analytics - and helping make better decisions for our PLG model Review collected by and hosted on G2.com.

Jessica C.
JC
Head of CS and Community
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about FunnelStory?

FunnelStory is a simple and easy way to address the progress my customers are making. Set up and imprementation was super easy, and right away I could identify which customers I needed to engage with more full to prevent churn. Review collected by and hosted on G2.com.

What do you dislike about FunnelStory?

Sometimes the defaults can look too good. Review collected by and hosted on G2.com.

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

I now know where customers are getting stuck in adopting our product. Review collected by and hosted on G2.com.