FunnelBeam logo

FunnelBeam

by FunnelBeam · Since 2019
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorFunnelBeam
Year launched2019
StatusActive
Location44 Tehama St, San Francisco, CA 94105, USA
Countries servedGlobal
Languages1
Integrations5+
Free tierNO
Free trialNO
Contact salesYES

About FunnelBeam

FunnelBeam is a sales intelligence platform that provides AI-driven data enrichment, prospecting, and workflow automation.

FunnelBeam is an AI-powered sales intelligence platform designed for sales, marketing, and operations teams. Its core offerings include data enrichment, AI-driven prospecting, and extensive workflow automation. The platform enriches CRM records with fresh data, helps identify and prioritize target accounts, and automates complex processes like lead routing and scoring. A key feature is 'Champion Tracking,' which alerts sales teams when past customers join new companies, creating warm lead opportunities. FunnelBeam integrates natively with major platforms like Salesforce, HubSpot, and Marketo. Pricing is not publicly available and requires a demo request. Support is available via phone and email, but the website lacks detailed documentation or a community forum.

Pros & Cons

Pros
  • Provides AI-driven data enrichment to keep CRM records accurate and complete.
  • Automates complex workflows such as lead routing, scoring, and account mapping.
  • Champion Tracking feature identifies warm leads by monitoring job changes of past customers.
  • Integrates with major CRM and marketing automation platforms like Salesforce and HubSpot.
  • Offers a powerful API for building custom data solutions.
Cons
  • Primarily suited to organizations with structured CRM and sales operations.
  • Implementation may require CRM and workflow configuration.
  • Advanced functionality may require a custom enterprise engagement.
  • The breadth of features may be more than smaller sales teams need.

Features

Key features

Data Enrichment

Automatically enriches lead, contact, and account records with AI-driven data and custom attributes.

AI Prospecting

Identifies and ranks best-fit target accounts and prospects using advanced AI models based on an ideal customer profile.

Workflow Automation

Automates business processes like lead routing, lead-to-account matching, scoring, and executing complex actions on any CRM object.

Champion Tracking

Automatically tracks when previous customers and users move to new companies and surfaces them as warm leads.

Lead Routing

Assigns leads to the most relevant sales representatives using rules for round robin, load balancing, and lead-to-account matching.

Additional features

Account Hierarchy Management

Builds and maintains updated account hierarchies within the CRM.

Custom Data Points

Provides access to hard-to-find custom data points to support specific business needs.

API Access

Offers a suite of APIs to build custom solutions and integrate FunnelBeam data into other systems.

Scoring and Rating

Defines and automates policies for rating and scoring leads, accounts, and other CRM objects.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
—
Billing currencies

Interface languages

English

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