Benchmark Estimating Software vs. Pipedrive

I have used it for bulk earthworks, for roadworks, stormwater drainage, sewer reticulation, water reticulation, and associated works. It's easy to use a process called subcontractor manager to get multiple sub-contractor prices into your estimate for quick comparison, then pick the one that you really want to use in the estimate. It also has a process called auto allocation which can almost fully automate your estimating process, bringing in Items from the library that match the items in your bid. Haven't found a scenario that it's less appropriate, it all comes down to how detailed you set up your initial item library and resource library.

Incentivized

Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.

Incentivized

• Progress Claims
• Standard quotes

Incentivized

• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• I haven't found anything yet. Benchmark is constantly evolving and adding new processes, I believe it keeps up to date with what it's users want.

Incentivized

• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

Incentivized

-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.

Incentivized

Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.

Incentivized

The support guys were always helping and sorted out issues we had very quickly.

Incentivized

Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

Incentivized

Experiment is the only way to start

I have always found that Benchmark allows for a more rapid compilation of the estimate through the library system. It can also allow for easy duplication of an estimate for a second stage etc, using the original rates in the resources, or at a click of a button, reverting to updated resources from the library. I have found that other systems rely on a great number of spreadsheet type operations that can easily be changed in the estimate and can lead to errors if copied to another estimate.

Incentivized

I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.

Incentivized

• Benchmark has created standardisation in quotes and tenders.
• Created standard progress claims.

Incentivized

• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

Incentivized