Pipedrive vs. Polycom RealPresence Group Series

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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If you're always working in the Polycom ecosystem then the Group Series codecs are reliable and the quality of the camera and microphones are extremely good. However, the system relies heavily on either having onsite server technology and/or cloud based bridging capability. In addition, the peripherals like cameras and microphones are quite expensive. Maintenance and support costs also make the ongoing investment a costly one

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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 audio and video quality can not be matched.
• For the most part, they are rather simplistic in their use and just work. People don't usually have a hard time operating them
• They are rather versatile in that we have been able to integrate them with other applications

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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.

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• The only issue that we have experienced with Polycom RealPresence Group Series is the speed dial functionality. When attempting to use the speed dial buttons, the system occasionally sends a call through the computer system, not the phone. While the computer call option is valuable, not everyone can answer calls that way and we have had to do a manual lookup of an extension and call back when that happens.

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

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We love the product and is totally integrated in our company.

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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.

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The directory is slightly dated and unless you have a Skype for Business integration license, dialing users into a call is difficult. The Group Series Remote whilst minimalistic is actually more difficult to use than the previous HDX remote. Having to recharge the battery on the group series remote is both annoying and difficult as if you do not keep on top of it, you will be faced with a situation where the remote is not working and then have to try and find another one. Not ideal if you need to start a video call (assuming auto join has not been enabled in the admin portal).

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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.

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I can't say I've needed support more than a handful of times. One was for trying to connect a Polycom Conference phone and a Real Presence together. After a few months, we came to the conclusion it wasn't possible, that was the only frustrating occurance with support. Any other time if we needed to RMA a device, it was very smooth.

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Experiment is the only way to start

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.

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Our Polycom RealPresence Group Series unit replaced a Cisco Room Series that was mounted to a mobile cart. The cart had one smaller display and the speakers\microphone at the cart. This required staff to be very close to the cart to hear and speak during the meeting. No fault of Cisco but the cart was not sufficient for the space. Polycom RealPresence Group Series was less costly when we were planning out the room.

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• 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.

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• Once pexip integrates Polycom/skype this will be a big win for us due to the RPTouch integrating the "one - touch join". This will increase adoption of video greatly.
• Before the Group series with peripherals was implemented the cost of a video room was twice what it is today. Massive win.
• Due to provisioning and automated firmware the IT involvement has been greatly reduced. No longer is there a need for manual changes to individual endpoints.

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