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FunnelSource: Forecasting & Sales Enablement
Powerful Forecasting, Quota Tracking and Pipeline Management
Overview
FunnelSource is the 100% native Salesforce application for delivering accurate forecasts, tracking quota attainment, and managing pipeline — all from a single pane of glass.
See How FunnelSource: Forecasting & Sales Enablement Works
Salespeople are paid to win, not sift through data. So give them a no-nonsense, quota-centric view designed for how they think. Boost efficiency, data integrity, and accountability where it matters most.
Give executives and managers a real-time view of the funnel to manage proactively and hold reps to task. Improve pipeline health and forecast accuracy by exposing issues today, before it's too late.
Give operations immediate insights into the many challenges facing Sales. Say goodbye to multiple dashboards, endless reports, and static Excel. Seamless Salesforce integration delivers the power of an enterprise application at a fraction of the cost.
FunnelSource gives real-time visibility to everyone in the sales organization. Features & Benefits: Single-screen Interface: One screen to replace countless dashboards and reports. Get everyone's eyes on the same page to improve communication and accountability. Quota Management: An intuitive quota engine lets you quickly input multiple targets for a more granular view of the business. Your opportunities live in Salesforce -- shouldn't your quotas? Flexible Forecasting: Accurate forecasting without the spreadsheets. Able to handle the complexity of multiple products or revenue streams. Pipeline Change: See pipeline changes over any time period. Identify trends and uncover risks so you can take action now to avoid end-of-quarter surprises. Custom Metrics: Customer-specific metrics support unique reporting requirements and sales processes. Give visual guidance to shorten sales cycles and increases win rates. Seamless Salesforce Integration: FunnelSource is a 100% native Salesforce app that fits right into your existing workflow. We don't data-warehouse. Go live in hours, not days or weeks.
Categories
- Business Needs
- SalesAnalyticsForecasting
- Personas
- AdministratorExecutiveSales Representative / Manager
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesManaged Package
