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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Pipedrive

    Score8.6 out of 10
    N/APipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

    $24

    per month per seat

    Agentforce Sales

    Score8.8 out of 10
    N/ASalesforce' Agentforce Sales (formerly Salesforce Sales Cloud) is the company's flagship CRM platform. The AI CRM for Sales features data built right in.

    $25

    per month

    Pricing
    PipedriveAgentforce Sales
    Editions & Modules
    Essential
    $24
    per month per seat
    Advanced
    $49
    per month per seat
    Professional
    $69
    per month per seat
    Power
    $79
    per month per seat
    Enterprise
    $129
    per month per seat
    Starter
    $25.00
    per month per user
    Professional
    $80.00
    per month per user
    Enterprise
    $165.00
    per month per user
    Unlimited
    $330.00
    per month per user
    Agentforce 1 Sales
    $550
    per month per user
    Offerings
    Pricing Offerings
    PipedriveAgentforce Sales
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeOptional
    Additional DetailsMonthly plans are available. The Essentials monthly plan at $24 per month.—
    More Pricing Information
    Community Pulse
    PipedriveAgentforce Sales
    Considered Both Products
    Pipedrive Inc.
    Chose Pipedrive
    Salesforce is more complex, visually Pipedrive is easier to look at at a glance to see where your opportunities fall in the stages in your funnel; whereas Salesforce is not as visually appealing. Pipedrive is better for smaller businesses and more price effective than some of …
    Incentivized
    Chose Pipedrive
    Overall compared to SFDC and other CRM tools Pipedrive stacks up very well when it comes to ease of use and usability. It needs a bit better more robust reporting compared to some of the other tools. But for the cost and value provides I'd rank Pipedrive very highly in …
    Incentivized
    Chose Pipedrive
    Pipedrive is less complex and far more affordable. It is missing some of the marketing tools (email marketing, adspend tracking, etc.) But for a small team this tool is far superior. It cuts out the fluff and focuses on helping you manage a pipeline. And the cost is a million …
    Incentivized
    Chose Pipedrive
    Pipedrive is much more intuitive, fast, easy to understand and to keep tracking, BUT, it's not as customizable, as good for marketing automation, it doesn't use AI. Salesforce was the most customizable CRM I ever used, that was amazing, we could adapt to every business, but the …
    Incentivized
    Chose Pipedrive
    Pipedrive is extremely lightweight, but extremely powerful as you get deeper into it. My 61 year old father will use it, when he won't even use email on desktop. Pipedrive is inexpensive and easy to adopt. It's also easy to adapt, adding custom fields, deal stages, and other …
    Incentivized
    Chose Pipedrive
    Pipedrive is nowhere near as capable as Salesforce, but it's also much easier to manage. I think of Pipedrive as a simple version CRM that is good for managing inbound lead's interests in an organized way. When you have a larger sales structure with different components and …
    Incentivized
    Chose Pipedrive
    Pipedrive was the best option for our company because the price is right for a small company! Before Pipedrive, we were just tracking sales in excel spreadsheets, and Pipedrive I believe is the next best step if you want to graduate from spreadsheets, but not take your company …
    Incentivized
    Chose Pipedrive
    I really like Pipedrive for a small business or a Salesforce with a lot of newer reps. It's so simple to see at a glance what is needed for follow up of all top leads, and all leads in general. Reps won't forget the next steps because of the reminders, and it's very easy to …
    Incentivized
    Chose Pipedrive
    Pipedrive is cheaper and more flexible.
    Incentivized
    Chose Pipedrive
    We selected Pipedrive because it was easy to use and cost effective for our needs. It was the first CRM that we used and had a small learning curve for myself as an administrator and our users when we needed to add them. It served its purpose and helped us when we needed to …
    Incentivized
    Chose Pipedrive
    There are a lot of platforms which are alternatives to PipeDrive but none of them will give deep insights and ease of use like PipeDrive does.
    Incentivized
    Chose Pipedrive
    Pipedrive integrates with our existing systems and it was easy to set it up. Additionally, we found PipeDrive easier to use with a cleaner UI
    Incentivized
    Chose Pipedrive
    I've known Salesforce.com to be a "yoke" for salespeople since it's inception. They have acquired several other software companies that I really like, Jigsaw being one of them. But other than that, they're still a yoke.

    Zoho CRM is a very good choice, as is Insidesales.com. But …
    Incentivized
    Chose Pipedrive
    Cheaper than Salesforce and SugarCRM. Vtiger offers more for less cost.
    Incentivized
    Chose Pipedrive
    Not nearly as intuitive or sophisticated as Salesforce but MUCH easier to create and manage custom fields. Also a lot quicker when scheduling follow up tasks and adding/creating new organizations and contacts.
    Incentivized
    Chose Pipedrive
    We are moving from Pipedrive to Salesforce, primarily because as our leads and our company grows we are requiring a CRM that has more features, abilities, and can generally handle more. We dove into Pipedrive in a "putting out fires" mentality though, so the leads/tasks/deals …
    Incentivized
    Chose Pipedrive
    Salesforce and ACT are people cased. Pipedrive is deal based.
    Salesforce
    Chose Agentforce Sales
    Salesforce Sales Cloud is fully featured and is truly a platform solution vs Hubspot and Pipedrive that are very single use focused around CRM. NetSuite is legacy and has outdated user interfaces and experiences.
    Incentivized
    Chose Agentforce Sales
    In this case I listed two solutions (Clari and People.ai) complementary and one competitor. In my humble opinion Pipedrive is not competing for the same target market and SFDC is 100% consolidated in Enterprise segment as the only possible option for best in class companies …
    Incentivized
    Chose Agentforce Sales
    Pipedrive is better for small business owners or less technical admins
    Incentivized
    Chose Agentforce Sales
    Pipedrive is good for a small business and managing that in a seamless and simple matter but it's easy to outgrow. For larger companies, I think Salesforce is much more appropriate. It's a more robust system and allows for all sorts of report customizations which I think …
    Incentivized
    Chose Agentforce Sales
    I wasn't involved in the decision to choose [Salesforce.com] but I know that in at least one of the organizations I worked in that chose it, the analytics and reporting functionality it provides a large sales organization are second to none. It also allows for a wide variety …
    Incentivized
    Chose Agentforce Sales
    Costly, larger time to market / value time, difficult and complex to set up and customize. But if you want highly customizable CRM and don´t care about user experience within a super large company Salesforce does the job well and the costs could be optimized as a larger …
    Incentivized
    Chose Agentforce Sales
    The biggest advantage with Salesforce is likely the biggest detractor as well. It is largely a blank slate. The system is not customized to any one business or industry out of the box. You have to design everything - which is great if you are looking for a highly customized …
    Incentivized
    Chose Agentforce Sales
    Salesforce is far superior in my opinion as it has more functionality and has been around a lot longer. The only drawback is Salesforce is also more expensive, but the various uses for SFDC immediately outweigh the cost since it allows all aspects of your business to be on the …
    Incentivized
    Chose Agentforce Sales
    I have also used Autotask in my view there is little comparison.....SF is a more comprehensive product offering much more feature and functionality. Autotask is ok for a small business if the cost for SF is prohibitive. I believe SF has features that no other product could even …
    Incentivized
    Key User Insights
    Would buy again
    96%
    Would buy again
    22 Answers
    91%
    Would buy again
    209 Answers
    Delivers good value for the price
    95%
    Delivers good value for the price
    21 Answers
    94%
    Delivers good value for the price
    179 Answers
    Happy with the feature set
    96%
    Happy with the feature set
    22 Answers
    94%
    Happy with the feature set
    216 Answers
    Lived up to sales and marketing promises
    89%
    Lived up to sales and marketing promises
    17 Answers
    91%
    Lived up to sales and marketing promises
    143 Answers
    Implementation went as expected
    89%
    Implementation went as expected
    16 Answers
    81%
    Implementation went as expected
    125 Answers
    Features
    PipedriveAgentforce Sales
    Sales Force Automation
    Comparison of Sales Force Automation features of Pipedrive and Salesforce Agentforce Sales
    Feature
    Pipedrive
    7.9
    68 Ratings
    1% above category average
    Salesforce Agentforce Sales
    8.2
    268 Ratings
    5% above category average
    Customer data management / contact management8.724 Ratings8.6268 Ratings
    Workflow management7.821 Ratings8.6258 Ratings
    Territory management6.514 Ratings7.5211 Ratings
    Opportunity management8.365 Ratings9.0258 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.864 Ratings7.7243 Ratings
    Contract management8.317 Ratings8.0214 Ratings
    Quote & order management7.314 Ratings7.6197 Ratings
    Interaction tracking8.521 Ratings8.9228 Ratings
    Channel / partner relationship management7.116 Ratings8.0190 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Pipedrive and Salesforce Agentforce Sales
    Feature
    Pipedrive
    2.9
    7 Ratings
    91% below category average
    Salesforce Agentforce Sales
    7.7
    104 Ratings
    0% above category average
    Case management4.76 Ratings8.3102 Ratings
    Call center management1.15 Ratings7.782 Ratings
    Help desk management3.16 Ratings7.286 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Pipedrive and Salesforce Agentforce Sales
    Feature
    Pipedrive
    7.5
    49 Ratings
    3% below category average
    Salesforce Agentforce Sales
    7.8
    243 Ratings
    1% above category average
    Lead management7.549 Ratings7.8238 Ratings
    Email marketing7.613 Ratings7.9205 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Pipedrive and Salesforce Agentforce Sales
    Feature
    Pipedrive
    6.7
    67 Ratings
    14% below category average
    Salesforce Agentforce Sales
    8.0
    247 Ratings
    4% above category average
    Task management7.964 Ratings8.3235 Ratings
    Billing and invoicing management4.15 Ratings7.078 Ratings
    Reporting8.263 Ratings8.7200 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Pipedrive and Salesforce Agentforce Sales
    Feature
    Pipedrive
    7.8
    68 Ratings
    2% above category average
    Salesforce Agentforce Sales
    8.3
    260 Ratings
    8% above category average
    Forecasting7.719 Ratings7.8228 Ratings
    Pipeline visualization8.268 Ratings8.5247 Ratings
    Customizable reports7.516 Ratings8.7257 Ratings
    Customization
    Comparison of Customization features of Pipedrive and Salesforce Agentforce Sales
    Feature
    Pipedrive
    6.4
    64 Ratings
    18% below category average
    Salesforce Agentforce Sales
    8.4
    251 Ratings
    9% above category average
    Custom fields8.664 Ratings9.0248 Ratings
    Custom objects8.554 Ratings8.7238 Ratings
    Scripting environment1.04 Ratings7.7175 Ratings
    API for custom integration7.646 Ratings8.5209 Ratings
    Security
    Comparison of Security features of Pipedrive and Salesforce Agentforce Sales
    Feature
    Pipedrive
    6.7
    62 Ratings
    23% below category average
    Salesforce Agentforce Sales
    9.0
    282 Ratings
    7% above category average
    Single sign-on capability6.112 Ratings9.0220 Ratings
    Role-based user permissions7.360 Ratings9.0254 Ratings
    Social CRM
    Comparison of Social CRM features of Pipedrive and Salesforce Agentforce Sales
    Feature
    Pipedrive
    1.1
    5 Ratings
    149% below category average
    Salesforce Agentforce Sales
    7.7
    160 Ratings
    2% above category average
    Social data1.15 Ratings8.0158 Ratings
    Social engagement1.15 Ratings7.4156 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Pipedrive and Salesforce Agentforce Sales
    Feature
    Pipedrive
    3.6
    7 Ratings
    71% below category average
    Salesforce Agentforce Sales
    7.9
    216 Ratings
    5% above category average
    Marketing automation3.67 Ratings7.9212 Ratings
    Compensation management3.54 Ratings7.9146 Ratings
    Platform
    Comparison of Platform features of Pipedrive and Salesforce Agentforce Sales
    Feature
    Pipedrive
    8.2
    61 Ratings
    7% above category average
    Salesforce Agentforce Sales
    8.3
    231 Ratings
    9% above category average
    Mobile access8.261 Ratings8.3231 Ratings
    Best Alternatives
    PipedriveAgentforce Sales
    Small Businesses
    Salesflare
    Score10 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PipedriveAgentforce Sales
    Likelihood to Recommend
    8.0
    (72 ratings)
    8.9
    (470 ratings)
    Likelihood to Renew
    8.0
    (3 ratings)
    9.1
    (61 ratings)
    Usability
    9.0
    (25 ratings)
    8.4
    (166 ratings)
    Availability
    8.2
    (1 ratings)
    9.0
    (29 ratings)
    Performance
    -
    (0 ratings)
    8.0
    (20 ratings)
    Support Rating
    8.5
    (15 ratings)
    9.0
    (98 ratings)
    In-Person Training
    -
    (0 ratings)
    8.0
    (12 ratings)
    Online Training
    -
    (0 ratings)
    9.1
    (15 ratings)
    Implementation Rating
    8.2
    (1 ratings)
    9.0
    (19 ratings)
    Configurability
    -
    (0 ratings)
    9.0
    (4 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.8
    (9 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    8.2
    (5 ratings)
    Data Sources
    -
    (0 ratings)
    8.2
    (5 ratings)
    Ease of integration
    -
    (0 ratings)
    9.0
    (2 ratings)
    Product Scalability
    -
    (0 ratings)
    8.9
    (85 ratings)
    Professional Services
    -
    (0 ratings)
    9.3
    (8 ratings)
    Vendor post-sale
    -
    (0 ratings)
    8.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    8.0
    (1 ratings)
    User Testimonials
    PipedriveAgentforce Sales
    Likelihood to Recommend
    Pipedrive Inc.
    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
    Read full review
    Salesforce
    Obviously, for any business, there are two main areas to focus on — the sales path and the service path. Sales Cloud wouldn’t be suited for a company that’s primarily into support services. For those kinds of companies, Salesforce has a different product — Service Cloud. So, for anyone in the support or service space, Sales Cloud isn’t the right fit.
    Incentivized
    Read full review
    Pros
    Pipedrive Inc.
    • 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
    Read full review
    Salesforce
    • The customizations - We have an organization that operates differently from most companies, so we’ve had to implement quite a few customizations — and Salesforce allows us to do that quite quickly. Most of the time, delays come from dependencies on other internal parties rather than the system itself.
    • From my perspective as a consultant, one of the biggest advantages is that everything is in Salesforce — all the details, all in one place. The ability to customize it easily is a big plus; there’s really a lot you can do with it.
    Incentivized
    Read full review
    Cons
    Pipedrive Inc.
    • 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
    Read full review
    Salesforce
    • We still need to include the production part. We started using Salesforce to sell the seeds — our inventory is in SAP — and from there we handle sales and track the process of planting, harvesting, selling, and then collecting payments. But we don’t yet manage the earlier production processes, like production planning. We handle allocation, but not full production planning, and that’s an area where we still have room for improvement.
    Incentivized
    Read full review
    Likelihood to Renew
    Pipedrive Inc.
    -2 for Its cost and +8 for the need of tracking of leads and monitoring of team.
    Incentivized
    Read full review
    Salesforce
    There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
    Incentivized
    Read full review
    Usability
    Pipedrive Inc.
    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
    Read full review
    Salesforce
    Because I think it could be easier. We have different standards today since we’re used to interacting with consumer apps like Starbucks, where all you do is scan your card. Then, when you use Sales Cloud, there are still a lot of manual inputs. So my mission with AI is really about figuring out how to make that easier.
    Incentivized
    Read full review
    Reliability and Availability
    Pipedrive Inc.
    No answers on this topic
    Salesforce
    Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
    Incentivized
    Read full review
    Performance
    Pipedrive Inc.
    No answers on this topic
    Salesforce
    Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
    Points per Salesforce -
    1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
    2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
    3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
    4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
    5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
    6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
    7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
    8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
    9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
    Read full review
    Support Rating
    Pipedrive Inc.
    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
    Read full review
    Salesforce
    The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
    Read full review
    In-Person Training
    Pipedrive Inc.
    No answers on this topic
    Salesforce
    I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

    I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
    Read full review
    Online Training
    Pipedrive Inc.
    No answers on this topic
    Salesforce
    I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

    We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
    Read full review
    Implementation Rating
    Pipedrive Inc.
    Experiment is the only way to start
    Read full review
    Salesforce
    Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
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    Alternatives Considered
    Pipedrive Inc.
    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
    Read full review
    Salesforce
    So I've evaluated, implemented Microsoft Dynamics in the past. I've used Oracle CRM solutions. I've used Daylight, which is a very niche CRM system the last couple of years. And I've evaluated a variety from Legacy Microsoft Ones to Zoho and Sugar when making implementation decisions at other companies. But usually I've gone with Salesforce. I'd say it's better than most. The only one that I generally prefer, and last time I chose an implementation from scratch, I did Microsoft Dynamics. And the reason is for small mid-size organization, Microsoft Dynamics, if you already have Microsoft Office products, it's much better integrated to all of the Excel, Word, OneNote, Outlook email than what you get from Salesforce. And so that's the only one that if someone's a Microsoft organization and small sized company, it'll save a lot of integration things, a lot of security, a lot of login and access and IT management by just sticking within the Microsoft ecosystem. But outside of that, if you don't use Microsoft or if you're a large organization or have other needs that you want, Salesforce I'd say is better than all of the other CRM offerings out there. It's the easiest to use and the most robust and the most vendors and products for the ecosystem.
    Incentivized
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    Contract Terms and Pricing Model
    Pipedrive Inc.
    No answers on this topic
    Salesforce
    Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
    Read full review
    Scalability
    Pipedrive Inc.
    No answers on this topic
    Salesforce
    It's very scalable as it has a ton of features (but you do need an admin who understands how to leverage these features). Because of the various features, we've also needed to host onboarding sessions with our users so that they can familiarize themselves with the platform, which isn't always super user-friendly or intuitive.
    Incentivized
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    Professional Services
    Pipedrive Inc.
    No answers on this topic
    Salesforce
    Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
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    Return on Investment
    Pipedrive Inc.
    • 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
    Read full review
    Salesforce
    • It allows me to keep a close eye on all of my performance metrics through the Dashboard Reporting, ie what my sales pipeline looks like, how much it's changed in the last 60 days, new opportunities created in the last 7 days, # of emails sent for the week, etc. The ease of the design and output make it really easy to check my progress throughout the day to find where I have holes and am falling short on my personal and work goals. It's resulted in greater transparency with my Mgmt Team and shorter 1-on-1 mtgs with my boss as he can see exactly where I am at all times (to be fair, I'm a senior sales rep, so he pretty much lets me do my job completely unfettered), but it does prove that I am continually producing which recently resulted in a raise I didn't even ask for.
    • The SF repository is so detailed that I don't have to spend tons of time finding frequently used websites attached to a client or see what all interactions with the company look like. Even though I don't use SF for my bulk emails and email sequences, SF provides me with an email to use in the bcc of these emails which links everything back to SF. I find that extremely helpful. This really impacts my efficiency and I can honestly say that once I started using all the functionality of data management, it saved me about 20% of my time/week that I could then allocate towards other revenue-generating tasks like prospecting and account management. The more time I have for those, the better. My year-over-year on accounts 1 year and older just grew by 17% this last year.
    Incentivized
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    ScreenShots

    Pipedrive Screenshots

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    Agentforce Sales Screenshots

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