I would recommend if you need to start from scratch a product UI or any customer journey that you need to implement that requires designing and visualizing different steps to complete a process. I would recommend that any design/UI/UX team brainstorm and make proposals that they can compare and discuss in a visual way.
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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.
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Figma allows us to create universal content. This means that if multiple designers want to re-use a piece of content, and if everyone's content should be dynamically updated from time to time, we can easily accomplish this by turning design elements into a universal instance. Then, if an update is needed, we can push the change out to all assets at once. It's very efficient and ensures we're all updating content accordingly.
Figma also allows us to set parameters for the company's brand guide and share them across various designers. This way, we can easily pull from approved brand fonts, colors, and more, which allows our assets to remain unified across multiple touchpoints.
Figma also allowed us to create and install our own plugin, which we use to export every slide we have in a frame at one time, versus the default export feature, which limits you to one slice at a time. This is particularly useful for us when we're working on email templates, since we tend to have a ton of slices in any given series.
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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
It will be great if Figma will consider having the Pages where interactions can be stitched together among the Pages and not just one page with so many Frames to create the stand-alone clickable prototype that can be used to simulate the intended UX
Bring back the Inspect Mode tab right on the right-side panel of the main workspace instead of hiding behind the Dev Mode.
Figma Slides feature could be improved quite a bit more in order to be easier to assemble slides into a presentation deck and having pre-built templates for slides can be useful too.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Figma is a pretty cool tool in many areas. My team almost uses it on daily basis, such as, brainstorming on product/design topics, discussing prototypes created by designers. We even use it for retrospectives, which is super convenient and naturally keeps records of what the team discusses every month. Furthermore, I do see the potential of the product - currently we mainly use it for design topics, but it seems it is also a good fit for tech diagrams, which we probably will explore further in the future.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There's a bit of a learning curve, but generally I think it's both more powerful and intuitive that other UX design tools. Most of what I need to do as a designer can be done in this platform, from basic wireframes to creating a design system, to creating pixel perfect designs, to prototyping to dev handoff.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I haven't used their support lately but in the past, they had a chat that I used often. They often responded in a few hours and were able to give a satisfactory solution. I would imagine it's less personal now but the community has expanded drastically so there are more resources out there to self serve with a bit of Google magic.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In-person training has its own benefits - 1. It helps in resolving queries then and there during the training. 2. I find classroom or in-person training more interactive. 3. Classroom or in-person training could be more practical in nature where participants can have an hands on experience with tools and clarify their doubts with the trainer.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Online training has its own merits and demerits - 1. Sometimes we may face issues with connectivity or the training content 2. The way training is being delivered becomes very important because not everyone is comfortable taking online training and learning by themselves. 3. With the advancement of technology online training has become popular but there is a segment of people who still prefer class-room training over online one.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Miro is more user-friendly than Figma, but is less robust in terms of web prototyping and graphic design. While Figma isn't made to be used as a design tool, our team has taken to using it as such because it's richer in functions and personalizations compared to Miro and Figma.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
