Pipedrive

What differentiates Pipedrive from other similar products?

Pipedrive stands apart from other CRM tools because it prioritises the needs of salespeople. It's user-friendly enough for novices thanks to its straightforward layout. Pipedrive, on the other hand, isn't as feature-rich as competitors like Salesforce.

What is your favorite aspect of this product?

My sales team and I have found Pipedrive to be a fantastic CRM platform that has really facilitated the simplification and acceleration of our sales operations. I appreciate how the system was conceived with the sales team in mind, making it simple for us to learn and implement. The ability to see our deals and tasks in a pipeline format is a huge time saver.

What do you dislike most about this product?

Pipedrive's limited capabilities in comparison to other CRM software is a drawback. The lack of a telephone system and the mediocre quality of its email integration are two such issues. Also, it can be difficult to develop custom reports due to the reporting and analytics tools' inherent constraints.

What recommendations would you give to someone considering this product?

Pipedrive is ideal for companies of all sizes with straightforward sales procedures. More sophisticated customer relationship management systems, such as Salesforce or Hubspot, are worth investigating for organisations with larger sales teams or more intricate sales processes. When it comes to customer relationship management software, Pipedrive is without peer.

What differentiates Pipedrive from other similar products?

We are a headhunting firm that specializes in finding senior managers and Pipedrive is our primary sales management tool. Therefore, we create projects using the variety of filters, then add deals = people to the projects. We make great use of the numerous fields to collect information about the individuals and furthermore, we interact with them, for example, by tagging them in the deals and furthermore, we collect the stages of the sales process. In addition, we have many automations running on Pipedrive that connect to Slack and various internal tools (of which, tools for interacting with customer users and company staff are a part).

What is your favorite aspect of this product?

The link with PandaDoc, which is very common, gives us a very valuable overview of the documents we have sent or that have been signed. The email function that pulls all relevant material together (plus the option to send a business-specific email to Pipedrive in BCC). Excellent visibility into the shape of the funnel and the ease of taking offers through the stages.

What do you dislike most about this product?

When recording an activity, it immediately jumps to "busy" as we use the activity field to only monitor that activity and not set it up, so I wish the "FREE" option was the default as sometimes my assistants forget to release the activity and therefore leave spaces on my calendar unused. When taking notes and then saving the document, Pipedrive saves a copy of the original text and fills it in again when I open the document interface.

What recommendations would you give to someone considering this product?

I made use of Pipedrive support on several occasions and the team responded promptly. Most Pipedrive agents tried to understand the problem and find a solution. At times, I even had agents check in days after my request and ask if my situation was still problematic. It is ideal for companies that have a large volume of leads to manage and want to use a tool that gives them an excellent overview, for companies that focus on sales and want to receive helpful reminders to check in with leads on a regular basis.

What differentiates Pipedrive from other similar products?

It's useful for monitoring the progress of all of our sb-teams in one place. The process of extracting information from the tool is quick and efficient. When submitting reports to higher ups, we are able to save a significant amount of time.

What is your favorite aspect of this product?

I appreciated how it helped our company as a whole have a unified strategy for handling leads and getting the most of them. As icing on the cake, the insights are a welcome bonus. Straightforward layout with a primary focus on providing sales staff with detailed information about what is and is not in the pipeline.

What do you dislike most about this product?

There are certain inconsistencies with how our particular business operates due to the workflow. In our line of work, we need to quickly sort through leads, however the clumsy layout of pipedrive's user interface makes this task quite difficult.

What recommendations would you give to someone considering this product?

Effectiveness of the sales procedure. It's a wonderful tool that's both straightforward and easy to employ. The sales process is straightforward enough that anyone may step in. It's effective for SDR and AE teams to operate together.