RevOps on autopilot.
FunnelCake helps you close more deals by optimizing your Sales and Marketing process. Automatically.
Make Salesforce actionable for your team.
Improve pipeline health with personalized reminders – each week reps get a list of deals to focus on, clean up, and close out based on their own performance.
Actionable business intelligence
Provide transparency into your full funnel for sales management and leadership, build accountability, identify coaching opportunities, and trend analysis.
Identify the optimal Service Level Agreements for hand-offs between Marketing and Sales, then measure when SLAs are (and aren't) being met. Find and fix process issues like backdated deals, skipped stages, stagnant opportunities, and abandoned deals.
Close the gap between Marketing & Sales.
FunnelCake integrates your full funnel into one view – incorporating Salesforce Leads/Contacts and Opportunities into a unified framework. This enables seamless views of how Marketing is impacting revenue, Marketing-Sales handoff performance, and conversion issues across the funnel.
Core metrics, unified across Marketing and Sales funnels
When Marketing and Sales use a common set of metrics to measure performance, it makes diagnosing problems easier, resolutions faster, and removes risk from your pipeline. There are four core metrics FunnelCake uses across the full funnel: volume, value, velocity, and conversion rates.
Put the tedious parts of Sales Ops on autopilot.
Salesforce reporting with super powers
All the data you need to run Sales Ops is at your fingertips, without the need to join complex Salesforce reports in Excel. Everything is done in real-time, so you can slice-and-dice reports in the blink of an eye. And, if you really want to use Excel, everything can be exported to CSV.
Dirty data isn't a problem
Every business has a problem with dirty data in their CRM. We interviewed hundreds of them to identify the common issues and fix them for you. FunnelCake automatically cleans up your data, maps it to your business processes, and takes into account human behaviours in CRM data – like skipping stages, forgetting to enter deals, or not logging activities on the right object – giving you accurate, reliable reporting.
One-click actions that drive revenue.
Trust the process
With one-click actions in FunnelCake's reports, reps can head right to Salesforce to fix red flags in your pipeline. Red flags compare open pipe to your team’s historical performance. FunnelCake highlights performance issues like:
- leads and opportunities that have no recent activity
- leads and opportunities without enough touchpoints by the rep
- opportunities have close dates in the past or have stagnated in one stage
- opportunities that are older or larger than anything your team has ever won
By having reps solve these issues, it not only cleans up for data for an accurate forecast but enables them to beat their comp plan.
No changes to Salesforce required.
From out-of-the-box to highly custom Salesforce instances – we've seen it all. FunnelCake's model is designed to reflect your business, no matter how Salesforce is set up.
Grow with your business
From sales process design to Salesforce implementation, your business is going to change. FunnelCake gives you consistent reporting by making it easy to map historical data models, like deal stages, to the way you use Salesforce today.
This means your year over year comparisons are using the same model – like if you just switched from a Waterfall model to an ABM model.
Customizations are expected
We looked at hundreds of real-world Salesforce implementations to make your integration with FunnelCake seamless:
- Support for Business Processes, Record Types, Multiple Funnels, complex segmentation
- Replacing standard fields, like Amount, with a custom field in all reports (like MRR or ACV)
- Data abstraction layer unifies Leads, Contacts, Accounts, and Opportunities into a single view
- Custom fields and objects can be used in any report
Dirty data? No problem.
Everyone's data is a mess, that's just the nature of many people working together in a CRM. FunnelCake uses Machine Learning to clean data and validate reporting:
- Lead to Account Matching
- Lead, Contact, and Account de-duplication
- Title and Department normalization
- Inconsistent use of funnel stages by Sales reps
- Historical data modelling
- Cross-object reporting
Request a demo
Our team of Sales and Marketing experts will show you how FunnelCake can help you beat your growth targets.