Pipedrive vs. Salsa Labs (discontinued)

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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Salsa Engage provides a robust interface to Salesforce--our primary CRM--allowing non-intervention synchronization to categorize supporters into groups for email communication. As we are only six months into our implementation, we have not found areas where it's not appropriate to use beyond nit-picky synchronization delays and smart group updates.

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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

• Autoresponders and automated emails have been really cool and simple to use, that tool in itself has added a lot of value and has been a powerful way to keep supporters engaged.
• Donor management is one thing that Salsa CRM gets really technical with. There is so much information that you can have on each donor.
• I like the forms and how easy they are to embed on the website, like email sign up forms or donation forms. I can make them look seamless as they sit on the website and gather information and donations.

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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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• When we started with Salsa, not every option was available online, some were desktop specific. As it has been some time since I worked with Salsa these have probably been resolved.
• The ability to communicate between Salsa CRM and other Salsa software options. Sometimes the crossover was not as efficient as was needed.
• Tagging and setting up rules for particular donors was somewhat confusing - meaning, therefore, that the amount of training needed to implement the software was somewhat intensive.

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

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It suits all of our needs.

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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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You do not have to be a tech-savvy person to be able to use the CRM. Reporting is easy to do.

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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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Support response has been swift and knowledgable, though not always the answer I've wanted. One huge design flaw is if I add a new Salesforce field to sync, Salsa Engage will not sync it unless it has changed since the last sync, requiring me to fake an update for an entire database or re-sync the whole enchilada. Better to recognize it's a new Salesforce field and perform the sync en masse.

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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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Salsa Engage is one of the easier products to set up and use, but with that comes limitations. If you want something simple, this works, but if you have more complex needs, then you'd be better off investing in another system that requires more set up work, but provides more customization and robust reporting opportunities.

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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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• Has helped increase our donor retention as we are able to track all communications with donors ensuring that they remain connected.
• The improved emailing (with fewer bounce rate) has helped increase our website and donation page visibility.
• We've sold more tickets to our fundraising events with an improved event management system.

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