Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Everstage Reviews & Ratings
    2,948 Ratings
    Company Website
  • QEval Reviews & Ratings
    29 Ratings
    Company Website
  • HubSpot CRM Reviews & Ratings
    23,936 Ratings
    Company Website
  • FocalReview Reviews & Ratings
    20 Ratings
    Company Website
  • Pipeliner CRM Reviews & Ratings
    734 Ratings
    Company Website
  • incentX Reviews & Ratings
    4 Ratings
    Company Website
  • Practice Reviews & Ratings
    107 Ratings
    Company Website
  • Martus Reviews & Ratings
    120 Ratings
    Company Website
  • 6sense Reviews & Ratings
    1,597 Ratings
    Company Website
  • Manatal Reviews & Ratings
    485 Ratings
    Company Website

What is FunnelSource?

Elevate the effectiveness of your pipeline meetings and coaching sessions by utilizing FunnelSource, a tool that offers in-depth visibility into your organization's pipeline. Tailored specifically for sales professionals, this powerful pipeline management and forecasting solution is ideal for both sales executives and representatives. Its quota-focused interface standardizes revenue generation processes across various companies, ensuring alignment among all team members. By promoting clarity and consistency, FunnelSource enhances the productivity of weekly coaching calls while paving a clear path toward success. Sales representatives benefit from a consolidated dashboard that boosts efficiency, maintains data precision, and encourages accountability in key performance areas. Moreover, executives and managers receive real-time insights into the sales funnel, allowing them to engage in proactive management and effectively hold their teams accountable. This platform minimizes the chances of sandbagging and swiftly detects underperforming deals, which in turn enhances forecast accuracy and strengthens overall sales performance. By adopting FunnelSource, organizations are empowered to revolutionize their pipeline management approach, ultimately leading to better results and increased revenue potential. With its user-friendly interface and robust features, FunnelSource not only supports sales endeavors but also fosters a culture of continuous improvement within the sales team.

What is ClosePlan?

Enhance your sales strategy by integrating it seamlessly with Salesforce through ClosePlan, which combines your sales techniques, processes, and methodologies directly within the platform. ClosePlan equips sales teams to prioritize essential activities such as comprehensive opportunity assessments, ensuring alignment with customer relationships, and executing the sales process effectively. With its intuitive drag-and-drop features, you can easily create organizational charts and customize opportunity qualification scorecards to fit any sales qualification model. This tool also enables the creation of standardized Sales Playbooks for different business units, along with the ability to design relationship maps, organizational charts, account maps, and influence maps within Salesforce. This visual representation helps you connect with key stakeholders among your customers and prospects, fostering vital relationships. The application is fully integrated into Salesforce and can be conveniently accessed through the AppExchange, making it perfect for account planning, deal evaluations, quarterly business reviews, and personalized coaching sessions. By leveraging your Salesforce contact records, you ensure that all relevant data remains centralized within the platform, which not only boosts collaboration but also streamlines efficiency across your sales initiatives. Additionally, this integration empowers sales teams to adapt quickly to changing circumstances and maintain a competitive edge in their markets.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Baker Communications

Date Founded

1979

Company Location

United States

Company Website

www.bakercommunications.com/funnelsource.html

Company Facts

Organization Name

ClosePlan

Date Founded

2017

Company Location

Czech Republic

Company Website

www.closeplanapp.com

Categories and Features

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Training

Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments

Popular Alternatives

Popular Alternatives

Upland Altify Reviews & Ratings

Upland Altify

Upland Software
Strategy Mapper Reviews & Ratings

Strategy Mapper

Point N Time