Overall Satisfaction
- The primary business problem solved for us was waterfall visibility across multiple channels
- The secondary business problem solved for us was the accurate attribution of marketing influence throughout the waterfall.
- The tertiary problem solved for us was the accurate tracking and visibility into lead initiated activity (response management).
- We worked closely with the vendor to add functionality to their current release to allow us to track multiple separate waterfalls simultaneously in order to operationalize the new Sirius Decisions Waterfall model. With the needed changes, the product works as advertised, and is providing the specific results we anticipated. In 6 months, we have not found anything else that we would want to change.
- Beyond the reporting efficiencies gained through the automation, The ROI for Full Circle CRM does not come from the product directly, but from the decisions that can be made from the insights uncovered. We can see what is working and what is not, whether that be programs, processes, or people. Prior to implementing Full Circle CRM, we were making intelligent guesses based on a fuzzy view of the situation.
- Full Circle CRM has uncovered opportunities for our organization to improve our marketing and tele-sales operations, which we have implemented and can see the results.
- Our conversion rates are up across the early stages of our waterfall and we expect that trend to continue into our opportunity pipeline as we get further into the implementation.
Product Usage
- This product is used to provide real-time visibility into our marketing, tele-sales, and sales waterfalls including conversion rates, stage velocity, and current inventory balances.
- We also use the product to attribute marketing influence to leads and opportunities at various stages of the funnel, providing us with a more accurate reflection of the effectiveness of our programs.
Evaluation and Selection
We did not have a solution in place.
We looked at BI packages that had connectors into sfdc like Domo, Goodata, and Birst. We also looked into the capabilities of both Eloqua and salesforce.com as we have both already implemented.
Implementation
- Vendor implemented
- Implemented in-house
Bulldog Solutions is a professional services company. We applied our own implementation methodology and professional lead management assessment in collaboration with the vendor's very professional on-boarding process to achieve the desired results.
Training
- In-person training
Support
No - The vendor only provides one level of support that is included in the offering.