FunnelSource

What do you like best?

If you need quick and efficient way to track your teams performance without heavy tooling and integration to commission systems, then Funnelsource will get you there fast! For busy Account Managers and Executives, you get answers quickly and easily with just a few clicks. You can see what deals have closed, what's open, overdue or lagging. You can see what your deal funnel is like and how you are performing to various targets. The product JUST WORKS from the moment we put it in our Sandbox, within minutes we started getting answers. We use a few different tools for management but this is the one tool we deployed to all AMs and management worldwide due to it's easy interface and effectiveness in tracking performance. Their support is top notch as well. Andy Eichler is a guru...responsive, knowledgeable and customer oriented.

What do you dislike?

Some of the customization takes some coding from the Funnelsource team but they get it done quickly, same day and with excellent suggestions. Other than that, nothing to dislike really.

Recommendations to others considering the product:

Be clear in what goals you need to measure and questions answered at the get go. Staying focused on helping your field Sales organization know where they are and how they're doing is key.

What problems are you solving with the product? What benefits have you realized?

Funnelsource is an elegant easy-to-use tool that quickly gives you visibility on how you're doing, what deals make up a number and where you are in the quarter. Their expert implementation team asks the right questions, focuses on how you do business and tailors the solution quickly. We were up and running in a couple weeks and most of that time was ensuring we had the right questions, filters, know what we are measuring and checking the data looks right. Much of the feedback we received are positive and users have come to rely on it for answers.