Homerun Presales Platform vs. Pipedrive

It is specifically designed for Pre-sales and it's easy to maintain giving a great overview of the information that really matters to our roles. It would be helpful and a time-saver to manage calls, notes, recordings and meetings too, and even links to GDrive repositories or sharepoint

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

Independently Invited by TrustRadius

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

• POC Management: The Evaluation Plans feautre ensures that we follow a clear and consistent process, so that we can track progress across each opportunity.
• Feature Gaps: This is one of the most valuable aspects of Homerun Presales Platform. Having the ability to identify missing product features and more importantly quantify the potential revenue at risk because of them has transformed the way we interact with the product team. We can now bring data-driven insights to discussions instead of just regular feedback.
• CRM Integration: Homerun Presales Platform can be syncrhonized with Salesforce, which allows us to grab the information we need from the CRM without the need to duplicate it and push anything that might be beneficial to the broader team back to the CRM.

Incentivized

Invited by the Vendor

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

• 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

• More flexibility in external reporting: Homerun Presales Platform provides solid internal reporting, however, creating external reports can be a bit cumbersome. Right now it takes extra effort to export data to third party reporting tools (e.g., PowerBI), however I got exceptional support from the team to be able to accomplish this task.

Incentivized

Invited by the Vendor

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.

Incentivized

Independently Invited by TrustRadius

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

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

Incentivized

Independently Invited by TrustRadius

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

Very easy to use platform, with integrations with other tools allowing data to flow between the different platforms. The real bright spot for Homerun is that it is designed with presales activities and cycles in mind, meaning it was very easy to fit within our existing presales process. Most aspects of the tool are also customizable so you can take what already works in your process and port that over to the tools provided. Within days of our initial training from the Homerun team, it became a tool that our team members use daily

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

Independently Invited by TrustRadius

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.

Incentivized

Independently Invited by TrustRadius

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

Experiment is the only way to start

Homerun Presales Platform is head a shoulders above Salesforce from a Sales Engineering perspective. Homerun Presales Platform independently tracks deal stages, allowing SE leadership to accurately understand the technical side of the opportunity. Homerun Presales Platform provides a clean, easy to use workspace where the important aspects of an opportunity are front and center, and not bogged down inside an outdates, bloated CRM platform.

Incentivized

Invited by the Vendor

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.

Incentivized

Independently Invited by TrustRadius

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

• Gaining a presales-focused view of the sales cycle, allowing us to track our team's contributions in a structured and measurable way.
• Improving our collaboration with the product team by giving us actual data on feature gaps and potential revenue at risk due to missing functionality. This will help drive more strategic roadmap decisions.
• CRM integration (Salesforce) has reduced manual admin work, saving our team valuable time.

Incentivized

Invited by the Vendor

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

• 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

Independently Invited by TrustRadius

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