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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Coevera

    Score8 out of 10
    Mid-Size Companies (51-1,000 employees)
    Coevera (formerly Pipeliner CRM) is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. It provides a visual sales process, profiles, and charts, all of which aim to help users take the right actions with their buyers and even helps identify key contacts within an organization. The CRM is available in three versions: Starter, Business & Enterprise. The vendor offers…

    $65

    DemandTools

    Score10 out of 10
    N/ADemandTools for AppExchange is a data quality toolset for Salesforce.com CRM centric customers. The product comprises 11 individual modules to control, standardize, verify, deduplicate, import and manipulate Salesforce and/or Force.com data.N/A
    Pricing
    CoeveraDemandTools
    Editions & Modules
    STARTER - Basic sales management, tracking and collaboration
    $65.00 per user per month
    STARTER - Basic sales management, tracking and collaboration
    $65 per user per month
    BUSINESS - Full CRM functionality, customization and unique productivity features.
    $85 per user per month
    ENTERPRISE - Full CRM functionality with advanced reporting, customization and services.
    $115 per user per month
    UNLIMITED - Full CRM functionality with advanced reporting, customization and services.
    $150 per user per month
    UNLIMITED - Advanced CRM functionality including advanced features
    $150 per user per month
    No answers on this topic
    Offerings
    Pricing Offerings
    CoeveraDemandTools
    Free Trial
    YesNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Features
    CoeveraDemandTools
    Sales Force Automation
    Comparison of Sales Force Automation features of Coevera and DemandTools
    Feature
    Coevera
    9.0
    18 Ratings
    14% above category average
    DemandTools
    -
    Ratings
    Customer data management / contact management8.118 Ratings00 Ratings
    Workflow management8.918 Ratings00 Ratings
    Territory management8.916 Ratings00 Ratings
    Opportunity management9.018 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.717 Ratings00 Ratings
    Contract management8.816 Ratings00 Ratings
    Quote & order management9.62 Ratings00 Ratings
    Interaction tracking8.917 Ratings00 Ratings
    Channel / partner relationship management9.014 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Coevera and DemandTools
    Feature
    Coevera
    9.3
    2 Ratings
    19% above category average
    DemandTools
    -
    Ratings
    Case management9.11 Ratings00 Ratings
    Call center management9.11 Ratings00 Ratings
    Help desk management9.62 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Coevera and DemandTools
    Feature
    Coevera
    8.6
    19 Ratings
    11% above category average
    DemandTools
    -
    Ratings
    Lead management8.919 Ratings00 Ratings
    Email marketing8.22 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Coevera and DemandTools
    Feature
    Coevera
    8.8
    19 Ratings
    13% above category average
    DemandTools
    -
    Ratings
    Task management8.319 Ratings00 Ratings
    Billing and invoicing management9.11 Ratings00 Ratings
    Reporting9.018 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Coevera and DemandTools
    Feature
    Coevera
    8.3
    19 Ratings
    8% above category average
    DemandTools
    -
    Ratings
    Forecasting9.019 Ratings00 Ratings
    Pipeline visualization8.319 Ratings00 Ratings
    Customizable reports7.519 Ratings00 Ratings
    Customization
    Comparison of Customization features of Coevera and DemandTools
    Feature
    Coevera
    8.3
    19 Ratings
    8% above category average
    DemandTools
    -
    Ratings
    Custom fields8.219 Ratings00 Ratings
    Custom objects8.018 Ratings00 Ratings
    Scripting environment9.11 Ratings00 Ratings
    API for custom integration8.117 Ratings00 Ratings
    Security
    Comparison of Security features of Coevera and DemandTools
    Feature
    Coevera
    8.2
    18 Ratings
    2% below category average
    DemandTools
    -
    Ratings
    Single sign-on capability8.317 Ratings00 Ratings
    Role-based user permissions8.218 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Coevera and DemandTools
    Feature
    Coevera
    8.4
    17 Ratings
    11% above category average
    DemandTools
    -
    Ratings
    Social data8.017 Ratings00 Ratings
    Social engagement8.717 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Coevera and DemandTools
    Feature
    Coevera
    8.5
    17 Ratings
    12% above category average
    DemandTools
    -
    Ratings
    Marketing automation7.917 Ratings00 Ratings
    Compensation management9.11 Ratings00 Ratings
    Platform
    Comparison of Platform features of Coevera and DemandTools
    Feature
    Coevera
    8.2
    17 Ratings
    7% above category average
    DemandTools
    -
    Ratings
    Mobile access8.217 Ratings00 Ratings
    Best Alternatives
    CoeveraDemandTools
    Small Businesses
    Salesflare
    Score10 out of 10
    Dataloader.io
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Informatica Customer 360 for Salesforce
    Score8.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Dataloader.io
    Score10 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CoeveraDemandTools
    Likelihood to Recommend
    9.0
    (20 ratings)
    10.0
    (118 ratings)
    Likelihood to Renew
    9.1
    (1 ratings)
    9.9
    (16 ratings)
    Usability
    9.7
    (10 ratings)
    10.0
    (7 ratings)
    Availability
    -
    (0 ratings)
    9.8
    (2 ratings)
    Performance
    -
    (0 ratings)
    8.5
    (3 ratings)
    Support Rating
    8.9
    (10 ratings)
    9.0
    (5 ratings)
    Online Training
    -
    (0 ratings)
    8.5
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    6.9
    (6 ratings)
    Configurability
    -
    (0 ratings)
    7.5
    (2 ratings)
    Ease of integration
    -
    (0 ratings)
    9.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    8.5
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    CoeveraDemandTools
    Likelihood to Recommend
    Coevera
    Pipeliner CRM is very flexible, easy to work with, data capturing is at [its] best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training. This really helps in the [execution] of the task in our organization.
    Read full review
    Validity
    DemandTools is good for almost everything related to mass data manipulation. The only scenario I haven't tried using DemandTools and was recommended to use Data Loader for was inserting records while keeping the original created date. The issue was that we had a disconnection with an external messaging partner, and when the records were retrieved, a few days had passed since the original day of the incoming messages. To insert the messages while keeping the original created date, DataLoader was helpful. I am not sure how to do that in DemandTools. But again, for everything else, DemandTools is a lifesaver.
    Incentivized
    Read full review
    Pros
    Coevera
    • Clear and easy visualisation of Sales Process
    • Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
    • Reporting into pivot table is also easy and very useful
    • Mobile app has always been very good and easy to use since 2015
    Read full review
    Validity
    • PowerGrid can review and make the updates simultaneously.
    • Single Table Dedupe makes merg[ing] the records easy and can make updates at the same time.
    • BulkBackup [is] just one click, majority data got updated.
    • Scenarios save a lot of time for similar working load.
    Incentivized
    Read full review
    Cons
    Coevera
    • The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.
    Read full review
    Validity
    • I wish I could make changes to my existing scenarios using save rather than having to create a whole new scenario. Maybe you can, I just haven't been able to.
    • Some features aren't user intuitive and it takes a while to learn.
    Incentivized
    Read full review
    Likelihood to Renew
    Coevera
    Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.
    Read full review
    Validity
    It's a great product. The only thing that holds us back is it was frustrating working with their sales team. We also don't like that when Validity purchased DemandTools they immediately started charging us quite a bit while it had been free for non-profit users when CRMFusion owned it. They also don't let you buy it for just 1 or 2 seats, you have to pay, I believe, in batches of 100 seats.
    Incentivized
    Read full review
    Usability
    Coevera
    I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.
    Read full review
    Validity
    Allows for control in uploading lists, saved processes for checking duplicate records.

    Allows for backup files and quick reverts if something goes wrong.

    Extends reporting when Salesforce.com cannot support specific pieces of info being put together in a report.

    Automated processes for set and forget hygiene tasks
    Read full review
    Reliability and Availability
    Coevera
    No answers on this topic
    Validity
    There has not been a time since I started 9 months ago that I've encountered any kind of downtime.
    Incentivized
    Read full review
    Performance
    Coevera
    No answers on this topic
    Validity
    DemandTools is a bit clunky and slow at times
    Incentivized
    Read full review
    Support Rating
    Coevera
    The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.
    Read full review
    Validity
    Support can be slow so do not expect quick turn for urgent issues.
    Help for specific queries not not there. Product tech support is offered. It would be great if query support, even if paid, was offered
    The training webinars help with the basics but not much if you need advanced functionality.
    Read full review
    Online Training
    Coevera
    No answers on this topic
    Validity
    The trainings are free live webinars that give you a solid base for getting started with the program. The only weakness is they don't have any advanced classes.
    Read full review
    Implementation Rating
    Coevera
    No answers on this topic
    Validity
    I had just started using Salesforce about 3 months before I did the implementation myself, and it was easy to do just following their step-by-step instructions.
    Read full review
    Alternatives Considered
    Coevera
    The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.
    Incentivized
    Read full review
    Validity
    Though RingLead has much more to offer in terms of automation (and it is in Salesforce rather than a separate program), DemandTools still has our heart. DemandTools is very cost-friendly and we were able to increase the value of DemandTools by programming in additional saved scenarios. I decreased admin time in the DemandTools suite by approximately 25% after implementing saved scenarios for every reoccurring update or list upload.
    Incentivized
    Read full review
    Scalability
    Coevera
    No answers on this topic
    Validity
    It's done everything we've needed it to do.
    Incentivized
    Read full review
    Return on Investment
    Coevera
    • As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
    • The visual tools allow those "no good deals" to be spotted and resource usage limited.
    • A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.
    Read full review
    Validity
    • It is a tremendous time saver. It does things Salesforce doesn't even have the capability to do. Tasks that would take hours to manually complete.
    • We can process a tremendous amount of data daily through one person, vs. weeks for the data to be cleaned, reviewed, routed and input.
    • Saves on headcount by allowing a dedicated user to set up batches and jobs for other teams to ensure their data integrity.
    • The return on investment isn't easily quantifiable but it is FELT in our department.
    Incentivized
    Read full review
    ScreenShots

    Coevera Screenshots

    Screenshot of Pipeliner CRM — A sales enablement tool focused  on pipeline management, sales process & analytics.Screenshot of Can be used with email such as MS Outlook, gmailScreenshot of The pipeline view, to review and forecast sales, manage revenue risk, collaborate with a sales teamScreenshot of Pipeliner CRM opportunity viewScreenshot of Analytics: analyse win/loss rates, review sales person/team/territory performance, set key sales metrics & goals, leading & lagging indicatorsScreenshot of Visual Sales Tool: designed to cut through the noise, focuses on high value activities, everything in one place (no need for multiple tools)

    DemandTools Screenshots

    Screenshot of DemandTools Home ScreenScreenshot of Modify FormulaScreenshot of Data Quality Automation