Microsoft Power BI Embedded vs. Pipedrive

This product is very convenient to use and implement and is considered a "de facto" standard in the Business Intelligence sphere. First of all, it contains numerous features in terms of visualization, data provisioning, data source integration which makes it a perfect tool for the development of BI analytics. Secondly, it provides great capabilities for the development of data markets for the whole development team. Thirdly, the sharing capabilities of dashboards that are updated in a real-time manner provides great incentives for end-users

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

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• It is very easy to connect multiple data sources for a single report. You can use CSV, Excel, database integration, etc.
• Power Bi supports Python as well, which makes it a lot easier for us as it is known by most of our team.

Incentivized

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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

• Similar to how Excel has VBA, Microsoft Power BI uses PowerQuery (M/DAX). Though DAX is similar to Excel in terms of how it is written, I just think it's something that would be difficult for new users to figure out.
• Something I would like to see done differently in Microsoft Power BI is the ability to have presets for sorting/arranging of visualizations. Though it is nice to arrange the dashboard freely, it would also be nice to have preset arrangements based on visualizations (for those of us bad at making dashboards look appealing).
• With Microsoft Power BI, it is hard to show others your dashboard using the free platform (unless you show them from your computer/account). This can cause issues if your firm is trialing Microsoft Power BI before purchase.

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

• 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

It's easy to use for what is presented in the reports that have been developed and presented. It's not so easy to customize those reports, "make them your own" and save them for later reuse.

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

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

I haven’t used any other software that can be compared to this and that is a good thing as this means that this software is the best one on the market. Tough other apps may exist we only use Microsoft Power BI because it is simply the best app out there.

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

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

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• Saved a significant amount of time for reporting current rollout status to project stakeholders
• Project stakeholders were able to view the live dashboards at any time so felt they had a better understanding of the rollout status
• Project stakeholders found it beneficial that they were able to set their own filters. For example, to view rollout status for their own departments.

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

• 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