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.
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
Landing pages. Say, a webinar optin page. Or a lead magnet optin page. People can be persuaded to believe that others like the lead magnet and don't want to be left behind and also they can trust others opinions. So, having a widget on these pages that shows, "XYZ just signed up" can help with getting more sign ups. A widget that shows the amount of people that are looking at a certain page is also beneficial. The best thing to do, is to test at all times. See if the conversion rate is increased or if it drops. And test variations of the widget one at a time. Sometimes, it helps, but in some cases, one can see little difference. So the key is to test. We used it on a front page and we optimized it for speed. We saw that we had several things that slowed our site down. So we decided to take away some of the items. This included our widget from Provely. It does not take a lot of resources, but we were super savvy and wanted the optimal speed. We might revert back into adding it again, but for now, we stripped the page for all extra baggage so we were certain that we had the correct overview on the speed that was needed. The widgets can be less appropriate also, if one wants full attention to the copy on a page. This is also a savvy choice. So the key is to TEST, again... To determine if it helps or halts conversions. This example we are seeing on direct response sales pages in the make money online nice. They rarely use this. Some do. So again, testing will determine the effect. (A savvy user tests, but even those, skip it some times, so it is best to use your own due diligence)
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
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
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
We see the professional look it gives, and the live proof it provides. It helps with conversions, so we want to be sure we have the optimized numbers for our business. It is worth keeping so we earn more leads, and sales by piggybacking on the psychological effect of FOMO and more. We believe it is a must have in our arsenal, at least on selected pages.
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
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
We had a question... We asked about a certain feature... One that was not present. So, what happened is that they responded quickly, but also, they developed the feature FOR US, which is unprecedented in many ways. It is not the norm, so we were taken great care of. The support was more than helpful and we would recommend them any day of the week.
The only thing to note, if you're afraid of tech, get the developer to install the code. You can do the design, but maybe get someone to install the code, again, it is done in minutes. Maybe 5. The other thing to note, keep an eye on your stats and analytics. You install this for a reason, to help with conversions. The only way to know for sure if it is right for your page(s) is to track it. If it does not aid your % it is of no use. Not EVERY page will be a candidate at all times. BUT, most are. So my advice is to go for it, get it set up. Track your before and after. If you an uplift in your % then keep it. If there is no visible change, maybe you're not tracking the right metrics over the right amount of time, so check if you can track deeper. If you have tracked really well, and not seeing an uplift, maybe change the wording, the widget, or the placement of it. And keep tracking. If there is no change short-term or long-term, then I would reflect on the usage. It is made to uplift conversions and it does so. But it is your job to place it where it matters, like on a lead magnet page, where others can see that they are not alone in both wanting and/or taking action and physically signing up to a lead magnet. So, again, my advice, get it set up. You will most likely do the job right on the first go, and from there, enjoy, and keep tracking
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
We have tested 3 other products in the past, all failed to have the complete solution we were looking for. Provely is here to stay and has added lots of features. 1 of the other tools we tested are low on features. 1 of the tools we tested had a short run and updates stopped and the project was abandoned. 1 of them never worked properly.
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
