FunnelBeam Testimonials

"We were looking for a tool that had more functionality than the native Salesforce assignment rules, but was still easy to use and manage with minimal support from IT.FunnelBeam has been the perfect solution for this and we have received top of the line support any time we have questions creating a new policy. Mass changes to account and lead owners are also very easy with the ability to run batch jobs. This has saved our team a ton of hours any time we do a large scale territory adjustment. The ability to export the business policy to make changes in Excel also makes the product intuitive and it was easily adopted by all users. Currently, we are using FunnelBeam for lead, contact, account, and opportunity assignments but are looking to do assignments on custom objects as well in the next year."

"Asana FunnelBeam is a powerful assignment and updating tool with built in testing and version control wrapped up in an easy to understand interface. We originally came across it as a solution for an Opportunity round robin assignment tool, though 10 minutes of working with it will give you an idea of how many useful applications it can have. The greatest strength is the product’s customization options. There’s usually more than one way to get to the solution you’re after, and the interface is both intuitive and powerful, which is something that’s often lacking from your run of the mill AppExchange apps. On top of all of this, the support is great, full stop. I’ve received a ton of great feedback from our users not just on the new features introduced by the product, but on the quick turnaround on any issues we’ve faced so far."