This review was last updated
This CRM Review examines Funnelsource.
In-Depth CRM Review
101 Parkshore Drive
Folsom, CA 95630-47266
CRM Category: Field Sales Support – Cloud
Seats: Small Enterprise
About the Company:
FunnelSource specializes in sales analytics, forecasting, and pipeline management for businesses serious about selling.
Having worked on the front lines of enterprise sales organizations where using CRM was often viewed as a chore, the FunnelSource team sought to create a solution that would actually help managers and reps close more deals.
Since 2008, we’ve assisted companies from venture-backed startups to Fortune 500 corporations realize the full potential of their sales pipelines and teams.
Today, FunnelSource is one of the highest rated apps on the Salesforce Platform. And as a Software as a Service (SaaS) company, we understand that delivering a great application is about more than creating great software, it’s about delivering great service. That’s why when you select FunnelSource, you don’t just get an app, you gain a partner.
About the Product:
FunnelSource is an out-of-the-box sales analytics solution that standardizes forecasting and pipeline management.
Analytics – Dynamic, on-demand insight into the entire sales cycle.
Forecasting – Flexible forecasting designed for accuracy.
Pipeline management – Empower users with the real-time reports and pipeline visibility to manage the business from a single screen.
Quota tracking – A flexible quota engine lets you assign multiple targets to reps by virtually any criteria including opportunity type, product, and line of business.
Pipeline requirements – Give reps a created pipeline goal to ensure they generate enough new business to achieve future sales targets.
Real-time stats – Actionable stat bubbles keep your users updated on key performance metrics.
Pipeline change – Quickly uncover pipeline risk and change.
Data Integrity – Enforce data integrity via self-policing alerts (e.g., passed close dates).
Faster reporting – Sales management gets instant visibility to the reports it needs without having to bother operations or admins.
Admin friendly – Reports are always up-to-date and accessible to users, saving admins valuable time and energy.
Get started – Go live in 90 minutes or less.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Funnelsource:
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