Pipedrive vs. SalesBinder

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

SalesBinder works well for really anyone that needs to track inventory, and any small to medium business (even large if the product grows with you) that sells the inventory either internally or externally and where those "cash" transactions need to be tracked. Bringing this product into a large business with an existing large inventory may not be the best fit depending on the tools you already use - as this system works very well as a stand-alone. It will work anywhere no matter what, it just may not be the best solution for very large scale.

Incentivized

• 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

• Easily set up inventory
• Easily make purchase orders
• Easily set up drop ships
• Easily make any necessary changes

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

• At the time I last used SalesBinder entering shipping for sales and such was not a feature, so we just created a $0.00 inventory item for FedEx with a Qty of 99 and changed the cost for each sale as needed.
• At the last time I used SalesBinder there was a glitch that would duplicate an inventory item at random across all locations with a qty value of 11.

Incentivized

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

Incentivized

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

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 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

• 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

• Allowed us to easily track all incoming and outgoing inventory
• Allowed us to help work backwards if inventory count was wrong
• Provided an easy monthly statement to provide all departments ("customers") of all purchases and amounts owed in an easy to read format.

Incentivized