Pipeline Management and Forecasting App

Customers

FunnelSource has transformed how we review, report on, and manage funnel at CoreSite. Our sales professionals utilize the tool daily to monitor activity and drive discussions with sales leadership around funnel health, forecasting, and deal accuracy.

FunnelSource has been one of the great success stories for our organization. Incredibly fast setup gave us insights we never had before — all in the same week we signed the contract! We had struggled for months with Salesforce reporting & dashboards to get what FunnelSource provides out-of-the-box.

FunnelSource is extremely customizable forecasting tool that lets your sales team track their closed and open opportunities against quota. You can segment your forecast anyway you like – e.g. product line, territory, closed opportunities, created opportunities. It’s easy to install and configure. Customer support is very responsive.

This is the fourth company I’ve brought FunnelSource into — it’s scary to experience how lost I am without it. The fingertip access to my team’s accounts and opportunities provides the agility I need to proactively manage the pipeline and forecast. I simply cannot run an effective, efficient business without this app.

I cannot speak highly enough of FunnelSource. Its design is incredibly simple, intuitive, and most importantly, FAST. Even our reps use it, and any tool that a sales rep uses on their own volition without outside encouragement from management speaks for itself.

NetPlus has used FunnelSource to integrate our entire sales process into one clear dashboard. It has become the go-to starting point of our sales meetings with detailed information quickly available for drill down on targets, achievement, and pipeline. Prior to using FunnelSource our sales meetings bounced from Salesforce to spreadsheets that took a lot of manual manipulation.

FunnelSource is an excellent pipeline management and forecasting app for Salesforce. It drives more efficient one-on-one coaching calls by focusing participants on a standardized real-time view of the funnel. Since implementing, we’ve found our reps are much better prepared for their weekly reviews.

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.

This is the third company I’ve brought FunnelSource into to help me manage my team and forecast. The app gives leadership the visibility it needs and it helps the team proactively manage opportunities and stay focused on hitting targets. The value added to native Salesforce is massive.

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