OutboundEngine vs. Pipedrive

OutboundEngine does a referral campaign and I've been able to close a couple of deals based on getting in touch with people who engage with this campaign and state they could use my services in the next 6 months. This is a great follow up tool for those you may or may not know are going to be needing your services.

Incentivized

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

• The content that they generate to send to our clients is relevant and the clients want to engage with us. It makes us appear more professional and consistent, even though we are a smaller company.
• It helps us stay in touch with clients and helps us stay top of mind. We are able to generate more new business leads if we are in consistent contact with current, former, and potential clients.
• Their customer service and support is outstanding. All my questions were answered and I went into the program feeling confident and knowledgeable.

• 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

• I do not like the use of drawings to attract new customers, and they have ignored my requests to eliminate that for my personal emails.
• I do not like it when a competitor in my immediate market has the same posts. It cheapens the service or makes it appear that I am simply sharing another's post.

Incentivized

• 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

The biggest issue is poor ROI. The second biggest issue is rigid customer service process, lack of a sense of urgency, and inability to reach out to upper management with issues.

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

Incentivized

Overall, OutboundEngine is very user friendly. It is simple to set up and explore, and if there are any issues or questions, the customer service team and account managers are always available to help. They are very knowledgeable and were able to explain everything in detail to me. The program is easy to navigate and helps me stay organized, and an uncomplicated and straightforward solution was exactly what I was looking for

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

I haven't had to contact Outbound Engine because I haven't had any application errors or unplanned outages. I basically have had such a trouble free experience with them that I haven't had to call. Everything is automated and I get a notice to review every isse. I suppose if I personalized the newsletter a bit more and added some of my own articles, I would need to contact them, (which I should really start to do) but so far things have been so on point, I haven't felt the need.

Incentivized

The customer service was excellent! Everyone I spoke to was kind and knowledgeable. My account manager was easily reachable. Setup of the OutboundEngine program was explained really thoroughly, and we knew how we could best use the product to meet the needs of our clients and get our online and social media presence off the ground.

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

Experiment is the only way to start

I selected it for the ability to have an automated system do 3 things all at once, social media posts, emails and the instant communication with the chat box. I have never seen a chat come through that lead to a helpful client touchpoint. I have never used another product but have since begun to weigh some of the less expensive options.

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

• One client identified how one article I sent that he read saved him from having to replace his entire AC system.
• One client actually thought I was sending this to him personally because I valued him
• One of the above transacted with me twice for over $3M in sales

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