Bizview vs. Pipedrive

My favorite part is using if for analytical review reports, especially budget to actual reviews. I can make changes to the GL based on issues found during the review and the report updates immediately without having to update, re-key, verify changes, etc. I know it is going to be updated and correct every time.

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

• Once a worksheet has been created, you can change a single cell and update the entire report. This makes it much easier than recreating a report every time you start.
• It draws data directly from our database that can be filtered down in various ways. This allows us to get the data that we really need quicker.

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

• Access to comprehensive training for new users is lacking. While the pay-based BizNet University has some useful videos it doesn't allow for other learning styles.
• Having to create a separate OCBC data source and linked server for each arm of business opened is sometimes a hassle.

• 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

Lack of communication from BizNet on new policies with the resellers, changes in the policies that affect the client aren't positive in my opinion

Incentivized

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

Incentivized

Excel knowledge is a prerequisite to use BizNet well.

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 have only had a few occasions to call on the support team over 4 years, but every time our need was met in a superior manner.

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

We went pretty seamlessly into BizNet, but could have had lots of trouble if the professional service was not aware of our set up and use.

Experiment is the only way to start

FRX - Great Plains Report Writer - These do produce financial reports but are much more tedious to set up. BizNet is much more flexible and easier to use. The functionality is an Excel add-on which allows us to use the powerful functionality of Excel as well as Biznet's functionality to do data retrieval from Sage 100 general ledger.

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

• BizNet continues to pay for itself.
• I am sure we haven't even learned to use half of what it is capable of and their customer service is top notch.
• I would say that BizNet continues to have a positive impact on our entire financial portion of our business.

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