What is FunnelSource?

FunnelSource is a comprehensive pipeline management and forecasting solution built natively on Salesforce, designed to enhance the effectiveness of sales organizations. It provides a real-time, single-screen view of the entire sales pipeline, integrating both data-driven analytics and manual forecasting to accurately project sales trends and optimize strategies. The platform is tailored for businesses aiming for predictable and repeatable revenue growth by delivering advanced automation, transparency, and accountability throughout every stage of the sales journey.

With effortless sales automation and intuitive user interfaces, FunnelSource enables sales teams to focus on closing deals rather than managing data. Leaders benefit from actionable insights and proactive management features, while sales operations enjoy instant value from streamlined workflows and a unified source of truth. The platform removes the complexity of multiple reports and dashboards, offering immediate, secure deployment and customization for Salesforce users of any size.

Features

Real-Time Analytics: Offers immediate insights into pipeline health and sales forecast trends
Sales Automation: Streamlines recurring tasks to improve workflow efficiency
Forecast Accuracy: Integrates data-driven and manual forecasting for precise projections
Single-Screen Reporting: Consolidates all sales pipeline data into a single, intuitive interface
Full Salesforce Integration: Built natively with all data and operations secured inside Salesforce
Customization: Unlimited configuration options to fit business-specific processes
Comprehensive Training: Complete support and training resources for users
Opportunity Management: Tools for tracking, managing, and analyzing deal progress
Pipeline Inspection: Instant visibility into pipeline changes over any time period
Quota Management: Helps teams align on targets and measure performance against goals

Use Cases

Automating routine sales pipeline management tasks
Delivering real-time sales forecasts to leadership teams
Performing accurate pipeline inspections and identifying trend changes
Streamlining sales operations by consolidating reporting tools
Empowering sales reps with no-nonsense, quota-centric dashboards
Enabling proactive management and accountability for sales managers
Maximizing pipeline transparency and data integrity within Salesforce
Accelerating ramp-up time for new sales teams with intuitive onboarding

FAQs

Is FunnelSource built natively on Salesforce?

Yes, FunnelSource is fully integrated and operates natively within Salesforce, ensuring seamless use and data security.
How quickly can FunnelSource be deployed?

FunnelSource can go live within hours, providing immediate value and rapid deployment for users.
Does FunnelSource support large organizations?

Yes, FunnelSource is designed to scale for any business size, from startups to enterprises with over 10,000 users.
What kind of customer support is offered?

Expert guidance and comprehensive training are available to all users to maximize their success with the platform.