Pipedrive

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.