Pipedrive vs. RETAILvantage

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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Definitely works well for any furniture company that wants one program that will help almost every aspect of your company run more smoothly. There is a learning curve to learn all of the functions and reports to take full advantage of all of the things RETAILvantage can do, but you will start seeing your business run more smoothly right away. The other nice things about RETAILvantage is that they have recently been partnering with other technologies to help the entire business, i.e. a truck scheduling technology, a review technology, a website company, etc

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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

• Keeping track of inventory- making POs, receiving, and tracking any movement of the inventory.
• Keeping track of all customer's purchases- it keeps all sales for 8-10 years in the history.
• Keeping all of our customer's information organized, you can print out reports by purchases within a date range and can even do it by categories or vendors they purchased.

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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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• It is not an accounting program, it does simple accounting reports and actions but it doesn't do some things in detail so we have to manually do a few entries.
• RETAILvantage is constantly updating and making changes to improve based on customer input.

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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.

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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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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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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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We decided to stay with RETAILvantage because it is user-friendly and does more than just inventory and point of sale.

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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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• RETAILvantage helps us all be more productive because we have 3 locations and we need to check inventory in all locations with a click of a button
• It helps to manage all 3 stores and the warehouse from anywhere because we can pull reports from anywhere.
• It also helps us stay on top of ordering and knowing what's coming in

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