Full Circle Insights
Our take on Full Circle Insights
If you use Salesforce as your CRM, then Full Circle Insights should be a core component of your GTM systems. We’ve seen it help drive tighter alignment between Sales and Marketing to support a performance-driven culture, while its flexible data model allows you to scale up your reporting capabilities, whether it is to expand your product portfolio or acquisition channels.Full Circle Insights FAQs*
Users report that the onboarding process can be challenging due to documentation requirements and initial configuration complexity. Implementation requires time to build attribution models as well as a clear understanding of your funnel and how data is structured in Salesforce. Clean data and well-mapped business processes are crucial for ensuring timely deployment.
The platform excels at managing long, complex sales cycles that often involve multiple engagements. It provides comprehensive attribution stories across multiple buyer journeys and enables segmentation of waterfall conversions across different business segments, making it particularly effective for enterprise B2B environments.
Full Circle Insights can be a challenging tool to manage if you don’t have a dedicated team that understands Salesforce. Users have also reported issues with getting adequate support, and getting support can be challenging if your IT team has stringent access requirements.
Users successfully implement the platform to report on marketing attribution across the buyer journey, improve ROI tracking, and accelerate sales revenue through better campaign budgeting and enhanced account and lead management. The software provides visibility into funnel performance and helps users understand lead-to-opportunity conversion across various GTM channels, delivering the pipeline analytics essential for scaling operations.
While users praise the platform for being intuitive and visually appealing with proper support team guidance, the initial learning curve can be steep due to the comprehensive nature of the platform’s capabilities and the foundational work required to maximize its potential.