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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance your pipeline meetings and coaching sessions by leveraging comprehensive visibility into your organization's pipeline with FunnelSource. This robust pipeline management and forecasting tool is specifically crafted for sales professionals. Designed with sales executives and representatives in mind, it features a quota-oriented interface that standardizes revenue generation across companies. By ensuring that all team members are on the same page, FunnelSource streamlines the efficiency of weekly coaching calls and establishes a clear trajectory for success. It provides sales reps with a unified dashboard that enhances productivity, ensures data accuracy, and fosters accountability in critical areas. Additionally, executives and managers gain real-time insights into the sales funnel, enabling them to manage proactively and effectively hold team members accountable. By reducing the risk of sandbagging and quickly identifying subpar deals, the platform naturally improves the accuracy of forecasts while supporting overall sales performance. With FunnelSource, organizations can transform their approach to pipeline management, leading to improved outcomes and higher revenue potential.

Description

Graphly has been recognized as the leading reporting platform for Infusionsoft users, a title awarded by the founders of Infusionsoft themselves. When performance is tracked, it tends to enhance, and when performance is both tracked and reported, the speed of improvement tends to accelerate significantly. Marketing Monitor enables users to analyze website traffic, document evolving lead sources, evaluate funnel conversions, make adjustments, enhance strategies, and repeat the process for ongoing success. Sales functionality allows for the tracking of individual sales representative performance, revenue forecasting, and examination of both gross and net revenue figures. Customer service capabilities include reviewing net promoter scores, fulfilling orders, boosting retention rates, and ensuring customer satisfaction. The Tag Funnel feature illustrates the quantity of contacts associated with specific tags over a selected timeframe, showcasing how many tags are assigned to contacts during that period. Additionally, it tracks the current lifetime value trends of customers throughout a designated duration and forecasts adjusted revenue from active opportunities based on their stage probabilities. The platform also provides a comprehensive view of appointments, notes, and tasks for each user, facilitating comparisons among team members to enhance overall productivity and accountability. Ultimately, Graphly empowers Infusionsoft users with invaluable insights that drive growth and efficiency across various business functions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Keap No 

Integrations

Keap Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Baker Communications

Founded

1979

Country

United States

Website

www.bakercommunications.com/funnelsource.html

Vendor Details

Company Name

LEAP

Founded

2009

Country

United States

Website

leapmade.com

Product Features

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

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