EPM Live vs. Pipedrive

I think EPM Live might be the right solution for a much smaller company, who does mainly business to business material sales. As a software company with a ramped subscription model and heavy use of Salesforce, it was not well suited to our business.

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

• Fantastic project management features
• Cost and Resource management features more than paid for the software
• Social Collaboration tools improve communication between departments

• 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

• This is a solid product. I do not have any suggested changes based on our experience. Cannot understand why there are any negative reviews here. The reviewer(s) must not have given the product a fair chance.

• 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

The product is just not fitting our needs so we are looking at other alternatives. The system has gone down 3 times in the last 6 months and was down for at least half a day, timesheets have duplicate tasks, and it takes too long to save and submit. When trying to process updates it randomly changes our dates so we have to go back and fix them, sometimes tasks are lost and the system is just very confusing and hard to manipulate

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

We get support when needed.

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

EPM was easier to use, with better and simpler UI. The product was also a great combination of price and functionality compared to other tools

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

• We had to pay EPM for a solution that was, for our business, unusable
• We gained much needed experience in working with third party software vendors

• 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