Pipedrive vs. Sage Inventory Advisor

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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As we are selling products in multiple countries, we need multiple warehouses. Many apps out there is very much limited to one warehouse per account, but here we can track multi-warehouses so its really suited for our company and future scalability. It gives us clear advantage on forecasting, we can now prepare well for stockouts, and safety stock levels, it reduce cost for us from overstocking, thus giving us real ROI

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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

• It gives us detailed metrics of product sales performance
• It gives us graph of sales forecast too
• It provides table with multiple customizable columns to activate for us to see important details
• It also gives a lot of filter options for us to be able to see priority items for attention
• It helped us create weekly and monthly reports that give us chance to plan ahead

Incentivized

Independently Invited by TrustRadius

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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.

Incentivized

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• It still has some room for improvement, there's no option for custom formula
• We cannot also create a product barcode within the webapp
• Although PO label is possible, its just CSS and HTML, which is not friendly for team mates who usually manage it

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

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

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

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

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

Although it helped us to reduce cost, and help our company to save time and money in making sure we are monitoring all of our products, avoid overstocking and avoiding stockouts, just like other apps out there, there is some room for improvements for the app - first, its too expensive for small teams, second, there are times some glitch in SKUs that are on both warehouses, it has less flexibility in custom reports, and customized barcode creation

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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 used Prediko before for few months to a year, and its visual is stunning, but its a startup company by that time and the development is slow. The integration is also barely limited at that time. Although in terms of prediction - its cheap alternative is already great for accurate forecasting of stockouts, how many and how much to order for replenishment, colorful warnings and notifications and simple reports. Its more cheaper than Sage Inventory Advisor, but we still chosen Sage Inventory Advisor because of how many functions Sage Inventory Advisor could offer, namely customizable reports, multi-warehouse options (not possible on Prediko) and easy integration to our apps for warehouses.

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Independently Invited by TrustRadius

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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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Independently Invited by TrustRadius

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• It reduced our warehouse storage cost as we can now plan ahead more accurately only buying what is needed
• It helps us save time in organizing our datasets, thus our time is now revolving more on product sourcing rather than too much time in forecasting
• We can now have a 3D view of our historical records and future scales, thus we can now more atleast near accurately predict future sales giving us data driven decision making easier

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