FunnelSource: Forecasting & Sales Enablement

Great Solution

I've been using FunnelSource for several years. The app is great and the support is even better. Andy is extremely timely in his responses and works to understand the situation and resolve any issues quickly. I would highly recommend this solution.

Great Forecasting & Pipeline Visibility Tool

FunnelSource has been a great tool for pipeline visibility and forecasting. Easy to work with, insightful reporting, and a very supportive team throughout adoption and onboarding.

A Great Add-on to Sales Cloud

I have used FunnelSource for over 10 years and would recommend it as a valuable add-on to SalesCloud. The app sits on top of SalesCloud and enables us to overcome some of the limitations of SalesCloud with respect to tracking historic funnel changes. The installation and set up was very straightforward and the support we have received from our assigned technical rep has been great.

Great tool and even better support!

Funnelsource while I was a rep was great to see where you stack ranked against your peers and now as a manager, is great to see how we are pacing towards target. We use Funnelsource for all of our revenue teams within the company. Over the last 3 years I have taken over the set up of goals within the tool. It is a very easy process and now that they have the Lightning features, we have been able to use the tool even more in regards to forecasting and rep performance. Working with Andy and the funnelsource team has been great! Andy is very responsive and extremely hands on with any support related questions, which aren't many throughout the year.

Good Product, Great Customer Support!

Funnelsource enables the sales team to efficiently view their pipeline, providing additional features that standard SF Reports fall short. It makes visualizing / slice-and-dicing your pipeline and opportunities much efficiently. This is a great tool to have for any sales team. A great use case is during pipeline review during sales calls among sales team members. Funnelflow allows you to track how your pipeline has grown over time, without the need to do complicated analysis offline via data extract and manipulation. Everything can be done real time with minimal analyst support. This capability is completely missing from the standard Salesforce package, and is a must have for any sales and finance management team. Finally, Funnelsource sets a new benchmark in post-sale customer support. Our dedicated Sales Engineer (SE) not only customized the implementation to our specific needs but has also continued to provide exceptional ongoing support and enhancements. I can expect to receive a reply within 8 hours of emailing support. This end-to-end, high-quality service, offered at no additional cost, is unparalleled in the SaaS industry. Unlike the common practice of transitioning from implementation to a general support team, Funnelsource ensures continuity and familiarity by having the same expert available throughout, significantly enhancing the customer experience.

Great product, Best support

I have been using Funnel Source for 14 years and it is an incredible asset for managing pipelines, targets, and providing visibility to individual contributors. The support is magnificent! Always available to jump on a call and guide you through anything you need. Highly recommended for any Sales Leader.

Indispensable asset for sales teams

Funnelsource has become an indispensable asset for our sales teams with its intuitive design, data-driven insights, and unwavering commitment to customer success. This tool has proven itself to be a must-have, and we wholeheartedly recommend Funnelsource for its transformative impact on both sales efficiency and effectiveness. A standout feature, especially from our sales operations perspective, is Funnelsource's remarkable ability to streamline and automate complex sales data. The automation tools provided have not only saved us valuable time but have also played a crucial role in minimizing errors, enhancing overall operational accuracy, and ensuring a smoother workflow. The accolades for Funnelsource extend to its exceptional customer support. Andy deserves special recognition for his responsiveness, depth of knowledge, and genuine interest in helping users succeed. The personalized assistance we received from Andy throughout our journey with Funnelsource has been instrumental in maximizing the benefits of this powerful platform.

Wonderful Application & Great Support

FunnelSource is pivotal for our business. We use it for our ongoing sales & services reporting, and it has been a fantastic tool for us. They've also got a tremendous support team. I would recommend them to anyone.

Excellent product and Support

We've been using FunnelSource for several years now, it is widely used in our business as a forecasting and reporting tool. I think it is an excellent product. Also, the support offered is second to none, any queries are handled promptly and effectively. I would recommend FunnelSource wholeheartedly.

Excellent Product and Responsive Support

We have used FunnelSource for 3 years and it has transformed our ability to manage our sales opportunity pipe and make decisions. Highly recommended. Andy always available to help out.