In my opinion OneNote is a must for anyone who does business. It’s versatile, stable and sustainable. It can keep private information private - like passwords. It can be used for collaborative work - like standard operating procedures. It is fairly easy to use and far superior to pen and paper. When used for meeting notes, it can be flagged with icons that are searchable - like ideas or important items. You can even create Outlook tasks on the fly
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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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Because of its flexibility and ability to hold different types of content (text, images, tables), it is a great tool for collecting content from different resources and organizing it in one place.
Technical support analysts are using sections for their support case analysis; they paste pieces of logs, screen-shots, document their steps in troubleshooting etc., all in one section, to get the full picture yet stay organized.
The logic of content structure; Notebook>Section>Page>Paragraph, allows you to manage and collect all needed information by the areas of the user's responsibility. For example; each of my projects has its own section, in which each page is a task.
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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
The table editing tools are too simplistic and lack the features found in other Office products.
Some content loses its rich text formatting when being pasted into OneNote. A workaround is to paste the content first into Outlook or Word and then copy/pasting that into OneNote.
Microsoft is moving away from a local install of OneNote, which means notebooks have to be in the cloud in Office 2019. This will actually reduce the usefulness of OneNote in some environments and opens the door to competitor products.
Update: Microsoft has now announced that it will continue to support OneNote 2016 through 2023. https://techcommunity.microsoft.com/t5/Office-365-Blog/Your-OneNote/ba-p/954922
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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
As this is not a compulsory tool in our organization, I would say all depends on the decision makers, however since this is a part of MS Office, I am sure we will have it for as long as we will possibly need it. However, I would not be so sure, if it was a separate product
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 find OneNote incredibly usable. I'm fairly middle of the road when it comes to tech savvy-ness. The platform was very easy to learn and explore. I like that OneNote is no clunky and offers a clean interface. This is important when it comes to deciding if a tool is usable for multiple people.
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
Overall, I rate OneNote's performance highly. In general, notebooks, sections and pages load quickly. OneNote integrates with other apps and info ca easily be shared/copied to and from the tool to other tools. Moreover, Notebooks tend to sync quickly meaning shared notebooks are up to date almost immediately provided there are no syncing issues.
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
Since it is part of Microsoft Office and used across the globe there are a lot of support options available. It's quickest to just do a google search which will have plenty of articles to help you since there are so many OneNote users but as an Office customer you also have access to Microsoft support and I have had good experiences with their support (probably because I'm with a large company who is a large customer to them).
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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
I tried using Evernote and it is an equally usable tool, however, I prefer the interface and capabilities of OneNote. OneNote seems much easier to use and understand. I think that may primarily be because OneNote is a Microsoft application and I am very used to using Microsoft applications such as Word, Excel, etc. I also use OneNote to keep my grocery list. It does as good of a job as the grocery list applications out there, only I like the flexibility I have with OneNote and how I specifically do my shopping.
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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
OneNote has become our organizational standard method of taking electronic notes (though some still prefer pen and paper.) It has been a zero cost outlay due to its freely available nature.
Its integration with other Microsoft Office products makes it easy to share notes and content between products, allowing for easy collaboration where needed.
OneNote's integration with OneDrive ensures that individual's notes are always safe and secure, taking away the tedious responsibility of backup from the user, and makes it happen seamlessly in the background.
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.
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
