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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
API Access
Has API
Integrations
Keap
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Product Features
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets