Transform sales data into wins

FunnelSource is a pipeline management and forecasting solution built to guide sales teams through the selling process. For Salesforce CRM.

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It's all about closing deals.

Since 2008, we've helped companies from venture-backed startups to Fortune 500 corporations maximize sales effectiveness. Today, FunnelSource is the highest-rated pipeline management and forecasting app on the Salesforce AppExchange.

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Salespeople need to work their deals efficiently.

Reps are paid to win, not sift through data. So give them a no-nonsense, quota-centric view designed for how they think. Boost data integrity and accountability where it matters most.

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Sales Leaders need on-demand visibility.

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.

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Sales Operations needs to provide fast answers.

From day one, FunnelSource gives immediate insights into the many challenges facing sales organizations. Say goodbye to multiple dashboards, endless reports, and static Excel files.

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

Clear forecasting that supports both data-driven and user submitted approaches. Drill into managers and reps to assess the accuracy of their numbers.

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 batch or data-warehouse. Go live in hours, not days or weeks.

How can FunnelSource help you maximize the potential of your sales organization?

"I need fast access to the critical sales metrics that allow me to run effective coaching calls with my reps."
Gain on-demand access to pipeline changes to amounts, close dates, and stages. Ensure that deals are moving in the right direction.
Maximize the efficiency of your coaching calls by focusing users on a standardized view of the funnel. Spend less time getting organized and more time strategizing.
Drive rep accountability with custom KPIs that call attention to the deals that matter most to the health of the pipeline.
"I'm spending hours each week preparing sales reports for leadership. I need help getting VPs and managers what they need more efficiently."
Take control of sales reporting with real-time views of the the funnel that offer custom visibility and flexible sharing.
Spend less time in Excel. Provide users with the visibility they need without the headaches associated with file management and version control.
Stop chasing down reps with data quality issues. Our real-time integrity alerts put the cleanup burden on reps, not sales ops.

Businesses serious about selling rely on FunnelSource.

“FunnelSource is an important piece to maintaining our phenomenal growth. We use the tool each and every day to monitor the health of our pipeline and analyze trends in size and frequency of monthly orders.”

—Dir. Planning, Restoration Hardware

“FunnelSource has simplified our forecasting and pipeline reviews. The app picks up where Salesforce leaves off offering more intuitive analysis. We rely on the it for all forecasting discussions and it does not let us down.”

—Sr. Manager Worldwide Sales Operations, Malwarebytes

“This is the fourth company I have brought FunnelSource into — it’s scary to experience how lost I am without the app. I simply cannot run an effective, efficient business without it.”

—SVP Sales, Illusive Networks

“FunnelSource has given us a simple but highly effective tool to quickly and easily manage opportunities. It’s the one application that has transformed funnel management and given us an overview into our business.”

—Dir. of Finance, Navicure, Inc.