Tools We Recommend: FunnelSource

In Integration & Data Migration, Salesforce Administration, Tips & Tricks by Andy Yang

Do you need more visibility into your sales pipeline? Who doesn’t?


FunnelSource might be the tool you’ve been looking for to give sales reps and management the insight they need to hit their numbers.  You can manage your entire pipeline from a single screen.  FunnelSource consolidates various sales attributed into a single, easy-to-use interface.  FunnelSource works throughout the sales process to help you manage sales opportunities, forecast, and track performance.  With their single screen pipeline management, you can easily visualize performance and goals.  Whether you are an executive, manager, or rep, you have visibility into both deals and team members for whom you are responsible.


Cost: Subscription pricing based on the number of licenses.  It’s available on the Salesforce AppExchange

Salesforce Editions:  Professional, Enterprise and Unlimited

Ease of Installation:  The installation takes around 1 hour to complete.  The installation instruction are extremely clear and FunnelSource has great customer service to answer any questions as they arise.

Compatible Browsers:  Any browser compatible with Salesforce

AppExchange rating:  4.9 out of 5 (74 ratings)


FunnelSource is a terrific way to help salespeople manage the sales pipeline.  With faster, more comprehensive reporting, you have greater insight and visibility into your sales process.  It’s easy to install and simple to use, plus there is great customer service.

Want to try it out?  To install the product go here and click the green “Get It Now” button on the right hand side of the page, then follow the prompts to install the application.