FunnelMaker Sales Software

My salesforce gave me a lot of push back at first but with 5-6 weeks each of them have come into my office and have told me what a great find this system is to them. They are all over follow up calls now and love how it organizes their daily task.

Pros

How simple the software is to operate and navigate.

Cons

As of right now I really don’t have any cons

Pros

Love the ability to connect business contacts (customers, prospects, partners) with a full spectrum of communication channels. I can set up email campaigns or newsletters, then go to a specific contact and find out which emails they have received... and which ones they opened! I can find out whether they clicked a certain link and be ready to contact them for follow up. When I make a phone call, it's tracked against the contact record so I know exactly what the communications have been. I can even send out surveys. It's basically a one-stop shop for all my communication needs.

Cons

I wish the interface was slightly smoother.

Pros

With only one monthly fee for unlimited users and group creation, tons of automated features (workflows, email drip campaigns, event creation/execution (including payment acceptance), storefront/website creation this is a no-brainer! At first we were just using it for contact management but over the last 5+years FunnelMaker has become our most valuable "employee!" We are a non profit with a small staff, yet FunnelMaker enables us to keep up with many clients, benefactors and community partners.

Cons

It is easy to use but if your staff is largely volunteer it may take a while to get folks onboard with the vast abilities of FunnelMaker. Some facets look easier when demonstrated and take a little hands-on before becoming proficient.

Our company has open territories so this is important for us to monitor .

Pros

Any new program a company decides on will take time to get their sales team on board. the support is great with funnel maker. They respond quickly & are willing to help us all the time.

Cons

We do not have any cons regarding funnel maker.

The benefits I got from using this software is sharing important information on customer's orders with co workers that are states away.

Pros

What i like most about this software is that I can keep helpful information in and do not have to worry where you placed it or losing it.

Cons

repetitive and seems that most of functions are not user friendly. also notes in customers accounts needs to be at the top and not all the latest e-blast the customer received. i need customer info in notes is most important so it should be separate and not together.

Pros

It reminds me of needed follow-up and doesn't go away until I hit completed. It allows me to have all the contact information and current status of each customer and is accessible not only on my computer, but also my phone.

Cons

It is not overly user friendly. For me, the quickest way to go to an existing account is through the "company" tab. Once there, I can't: complete a task; set an activity with the calendar; or edit/add contacts.

I can keep track of my customers orders, remarks, and issues with the system very easily.

Pros

I like that it keeps everything on the date it happened so if I need to go back and look at a certain activity, then I do that very easily.

Cons

Sometimes the system freezes and it takes a while to get started again. Most days the system is very slow.

Pros

The general usability. The different creative ways to use it. The different functions of Funnelmaker are easy and user friendly. Used the event set up for the first time and it was easy to navigate. Great customer support if I have questions.

Cons

I wish it had a way to attach a document. There are times when I send out emails to our students and it would be much easier to attach a document for them to view. ie: class schedules, calendars, etc.

Pros

The color scheme is well contrasted, everything stands out and nothing blends in to the background to be forgotten. Very well designed.

Cons

There's no option to add a new contact from the Expanded Dashboard. I'd like to be able to not have to go back to another page to have to reload my contacts list.

KEEP TRACK OF CONVERSATIONS, EMAILS AND OTHER INTERACTION WITH CUSTOMERS.

Pros

OUR CUSTOMER'S LIKE WHEN I REFER BACK TO PREVIOUS CONVERSATIONS, THEY FEEL MORE VALUED. EASY TO USE. GREAT WAY TO KEEP TRACK OF THINGS.

Cons

SOMETIMES IT TAKES A MINUTE TO LOAD BUT OTHER THAN THAT... I LIKE IT 100%. I HAVEN'T HAD MANY ISSUES WITH FUNNELMAKER.

Funnel Maker is a way to track the activities I do on a day to day basis. Also, it allows me to schedule reminders to go back and follow up with customers about certain things.

Pros

I like Funnel Maker, because it is an easy way to keep track of notes about customers. I like the way you are able to schedule follow ups to remind yourself to go back and check on a customer.

Cons

Funnel Maker has a tendency to lock up, or run very slow. When Funnel Maker locks up it can be very time consuming especially if you are on the phone with a customer.

More organized & efficient work day.

Pros

The layout for creating new activity. It works well and I like the activity choices available. I also like the daily listings of my upcoming follow-up appointments under "Events for Today". I especially like that the telephone number is included. That way, at a glance, I can see what area codes the customers are & which I should call first.

Cons

I don't like that I cannot block myself from making appointments on certain days of the week. If I know I have a day off work coming up, I have to keep reminding myself not to make appointments on that day. It would be helpful if I could block an upcoming vacation day or the weekend from accepting appointments.

Pros

I like the reminders and the ease of putting customers information in. It is easy to input the follow-up information. The other things that is very effective is the forecasting. I found this very useful in trying to see what my potential sales are, plus the sales I have already conducted.

Cons

So far, the person who we originally worked with to learn the software has not been responsive with questions or problems. There have been some things we needed tweaked and he does not respond . Also, would like to see the software interact with my calendar. Not sure how to do that. I am sure the issues we have had would be simple to fix if the trainer would get back to us.

Pros

I like the "click to dial" function the best. It's extremely helpful to be able to record conversations and play them back at a later time. It also gives us the ability to achieve a productive conversation without the fear of forgetting important information.

Cons

The software runs slow, are unable to "minimize" the screen which is hard when you are used to working with split screens. Also, when our data was merged from Sales Force it was not inputting into FunnelMaker correctly and were told that since the formats were different it would never merge exactly. This created a HUGE problem for us and left a TON of contacts without any corresponding contact information.

Pros

Click to dial is a useful tool to help coach salespeople, integrates email marketing into our CRM records, trackability

Cons

Customer support needs to be more helpful, problem-solving could be better, seems to operate slowly at times

If there is a problem, we can go back and see the notes for the account or the customer we spoke to.

Pros

You can see what issues the customer was having from previous orders. You can keep track of everything

Cons

We send out eblast to our customers. These e blast should be below the customer notes. Sometimes you are scrolling so long to find them, it feels like a waste of time.

Make reminders to call back or e-mail and check customers needs and requests very easy to keep up with.

Pros

Keep up with my notes on customers and orders. It makes it easy to look at past notes and e-mails I have sent.

Cons

I would like to see just my notes about call and e-mails I have made and not all the other sent e-mail sent by others.

Pros

The ease of use of this product and the multiple tools contained therein make it a boost to our organization and is a bargain for our budget.

Cons

There are so many features it's hard to master them all. Some we use infrequently. While this isn't a true com we had to list something!

Pros

Has everything the big CRM's have at a lower price-point except recognition. Great for a growing organization and full-scale marketing integration. Has amazing transcription software for sales calls.

Cons

I think they should offer better tutorials for all the systems they provide. Support is great, but we still haven't implemented all the tools we have at our disposal with FunnelMaker. Slack integration would be nice too!