Funnelsource is a pipeline management and forecasting solution (native Saleforce app) for sales reps, sales leaders and sales ops team to maximize the potential of the sales organization.
It is primarily used to help companies meet their pipeline requirements, enhancing forecast accuracy, and accelerating deal closings from a customizable single-screen interface. It provides sales force reps a simple, target-based view enhancing data integrity; sales leaders real-time view of sales funnel to proactively manage their team; and sales operations team instant insights on challenges faced by sales teams. Key features of Funnelsource include: single-screen interface, quota management, pipeline change, custom metrics, flexible forecasting and seamless salesforce integration.
The single-screen interface provides the sales funnel to help improve communication, accountability and bring all teams to same page. An intuitive quota engine allows to assign mass / multiple targets (quotas) on basis of opportunity, vertical, product, etc. The pipleline change feature helps understand pipeline evolution over a time-frame, identify trends, uncover risk & monitor deal progress. Custom-metrics / KPIs on basis of business requirements can be devised to accelerate deal closings. Considering varied customer specific data points, dynamic (flexible) forecasting, has been observed to be more accurate. As Funnelsource is 100% native Salesforce app, it fits into existing workflow.
Cuspera curates public sources on the Interest such as peer reviews, customer case studies and testimonials and expert blogs along with software vendor provided installation data to help you assess how well FunnelSource solves your Sales Analytics needs.
Peer and Expert Opinions
Read Peer and Expert Experience for Business Use Cases
BUSINESS USE CASE
"...Very visual forecasting tool to keep the entire Sales team on target to hit quota...."
Peer review by User
"...I really like managing the pipeline from one screen, and also having visibility to all the changes in an opportunity...."
Peer review by Morris P, Vice President of Worldwide Sales and Services, Computer Software
+9 more business use cases
Our AI advisor, Wyz, harnessed 221 insights from peers and experts to help you assess how these FunnelSource use cases fit your Sales Analytics needs.
Popular Business Setting
- Computer Software
- Information Technology and Services
- Mid Market
- Small Business
IT and Other Capabilities
Top Failure Risks for FunnelSource