Response Management Software
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Full Circle Insights is a powerful tool for B2B marketers seeking real-time ROI analysis and marketing attribution. Users praise its ability to track and evaluate campaign performance, optimize marketing spend, and provide valuable insights into the impact of marketing on sales pipelines. However, some find the implementation process lengthy and require a dedicated Salesforce admin for management. The platform's deep integration with Salesforce offers both advantages and challenges, depending on the technical resources available. Despite these considerations, Full Circle Insights is highly regarded for its robust reporting capabilities and its ability to unlock actionable marketing insights.
AI-Generated from the text of User Reviews
Full circle makes it easier to create the closed-loop reporting we need in marketing.
It would be great if more documentation was on the site for the Lead Assignment Rules in SFDC.
I can't think of any recomendations.
Multi-touch attribution.
FullCircle is the connected tissue between our Sales, Marketing, and Operations teams. All team members are aligned on our multiple funnel setups, campaign alignment, and reporting metrics. AS a company we all review and agree on the funnel conversion and velocity reports, which help us make smart decisions. From a campaign to leadership level we are able to report on influence marketing, which allows us to show digital, content, social, and demand impact across an entire opportunity. Team members can understand their direct impact and contribution to an opportunity throughout the sales cycle and during customer onboarding.
Implementation or rebuilding can be daunting without knowledge of how flows or processes will be affected. Like any other platform, constant iteration and changes need to be made. A full-time employee needs to be responsible for understanding and managing the processes.
Funnel attribution, stage metrics, velocity reports, campaign pipeline reporting, closed-won attribution, influenced reporting, modeling and forecasting are all used through Full Circle.
We have been Full Circle customers for over 5 years, and it is not an exaggeration to say our reporting would be light years behind where it is now if it wasn't for Full Circle. We're now in the process of re-implementing after we were acquired and leveraging it for even more use cases than we did previously. The consultative approach as well as the team's willingness to go the extra mile to accommodate any "quirks" in our process have been invaluable. Some highlights of our usage:
Tracking multiple funnels (marketing, field sales, SDR, CSM, etc) in real-time.
Reporting on a daily, weekly and quarterly basis with minimal effort. Those board meeting reports are a breeze now.
On-demand visibility into campaign performance and influence, allowing for course correction.
Productive meetings with Sales, informed by metrics and real-time dashboards rather than opinions.
Less reliance on "anecdata"
Full Circle is the shining star of our marketing/ sales tech stack. Our Marketing, Revenue Operations and Sales team are way more productive and aligned as a result of Full Circle. We would be lost without it.
No dislikes that I can think of, honestly.
Go for it- you won't regret it! Take your time with the implementation process so you get it right. Don't rush it.
We wanted to have a closed-loop reporting infrastructure that allowed us to monitor the business/ funnel in real time and also met reporting needs across different departments (Marketing, Sales, Finance)
We've been able to create reports and dashboards that:
Are used by our exec team to track key performance indicators
Serve as early indicators to help us course correct
Used by the ADR team managers to monitor lead volume, funnel movement, and ADR performance
Allow real-time campaign visibility which again allows for early course correction
The new infrastructure has increased productivity considerably by automating reporting completely. We've gone from reports that typically took us a whole day to pull, to on-demand reports available at the click of a button.
On the Marketing team, program managers don’t need to rely on the Ops team to pull accurate reports
and the Ops team doesn’t have to pull ad- hoc reports for the Programs team. Win win!
Full circle is easy to use once its deployed and is a native salesforce app. It makes it easy to add fields from leads, contacts, account, opportunity and related objects and run all sorts of reporting. We use it for full funnel and influence reporting - Multi-touch, First and Last but it can support other types as well.
Its based on Campaign Member object so not easy to figure out if the lead or contact is MQL looking at the lead/contract records. Digital tracking is not complete and web visits are hard to track without UTMs.
Full Funnel reporting and attribution. We replaced custom code for Full Circle funnel and so easy to see and use at the standard campaign member object level in SFDC. Easy to run attribution reports and total revenue, closed won, open pipeline etc as well as how much the campaign contribution is. You can run multiple funnels - marketing, sales and partner funnels for examples.
FCI is a great platform to help businesses solve the overwhelming task of marketing attribution across multi-campaign, multi-channel efforts.
Their tool is easy to use, easy to implement and gets you on your way to talking with confidence about dollar contributions to the overall funnel.
Furthermore I would like to shout out Gavin Griffiths who is the most wonderfully patient, supportive member of the FCI team - if you work with them, ask to work with Gavin!
There are some limitations to account-based marketing, but nothing that can't be overcome with FCI + a couple of custom fields.
Demonstrating marketing's contribution to current pipeline, and revenue.
Demonstrating campaign effectiveness at moving net-new contacts/accounts through funnel stages.
Representing contribution across multiple attribution models.
I like that it locks down the attribution in the lead process so that we can trust the attribution reporting it provides.
Full Circle depends on Salesforce reporting which is a bit limited.
Attribution, cohort funnels, combining lead and contact reporting
Full Circle Insights provides actionable data on how to adjust your programmatic spend across both Sales and Marketing channels. Additionally, the tool provides incredibly detailed analytics across both top of funnel and bottom of funnel attributes.
It can be complicated but it is worth it.
Take the time to document configuration and the reason specific decisions were made.
Where should we invest? Ultimately that is the multi-million-dollar question and FCI is the best solution out there for answering the question.
The funnel and the lead scoring is the most liked
Migration and legacy records update are bit of tricky
Thank you for reading this appwould definitely be loved by your sales
Lead scoring lead heat maps and funnel
* Built on force.com (data doesn't leave force.com architecture)
* Highly configurable
* Corrects underlying SFDC architectural issues
* Lead/contact agnostic
* Supports multiple trips through the funnel
* Funnel source definitions (not restricted to the common first touch/last touch model. Can measure the source of each funnel trip separately).
* Provides a straight-forward audit trail
One feature that would be great to see is the ability to understand pre-opp funnel influence (not just influenced opportunities). For example, response A influenced X # of MQLs, SALs, etc. Currently can only measure influence once opportunity is reached.
Full Circle Insights is one of the most critical applications in our tech stack. By being natively built on Force.com, FCI offers a unique approach to solving the core underlying architectural challenges that Salesforce has with funnel attribution. Their thoughtful solution corrects these inherent technical gaps, and creates an iron-clad reporting framework to truly understand how each stage of our business is performing.
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It works as designed! It truly has one of the more diverse influence and attribution models when compared to what is relatively on the market. Since the model is built into SFDC, you can leverage custom reporting fairly easily so as your organization grows and changes, you can also easily change the model(s).
You have to optimize the solution for your business's data structure. If your environment is too complicated you'll need a data manager. I would have appreciated data management best practices or examples from other organizations similar to my own and how they utilized the application after installation. The out-of-the-box dashboards and reports were useful but it took some time to align what FCI could do and how we would find value.
There is also some desire to see the funnel from Contact or Account level in our CRM versus the response level as it would be easier to grasp but uninitiated parties.
For us, we need insight into our Marketing Efforts and what is impacting our sales pipeline. In theory, we're able to identify what's working and what's not and focus our energy into the right activities.