Pipedrive vs. SAP Crystal

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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Generation of templated reports is the strong suit of SAP Crystal. Allows users to change formats in templates bases on requirement with minimal effort. Automated report delivery requires the user to be aware of sql which cannot be expected from all users. Should support more document export formats and improve the UI for SAP B1 Users

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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

• Crystal Reports allows us to create a consistent template for all of our reports.
• Crystal Reports and Server allows us to house a repository for all of our reports to make them easy to find and update when necessary.
• Crystal Reports can connect to a wide variety of data sources.
• Crystal Reports can be a little daunting when first implementing. There are a lot of nuances in learning how to truly master this software and it can be frustrating at times.

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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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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

• The export of reports to Excel is very cumbersome and the results are difficult to format.
• The design of reports and the graphical features (e.g. charts) feel quite rigid.
• The learning curve for a non-programmer is incredibly steep, making Crystal a specialty tool.

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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. TR verified that a representative sample of customers was invited. More Info

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

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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

We have been using this product for so many years and it has truly become a cornerstone to our business processes when it comes to developing and distributing information via reports. We currently have over 500 reports developed to date over about 30 systems and that will continue to grow as user needs change.

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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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

Crystal is very robust, but not always easy to use. It create wonderful looking reports, and so deserves a high rating. However, I have to take a couple of points off for the simple fact that I cannot hand it to a user and expect them to be able to do development with it.

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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. TR verified that a representative sample of customers was invited. More Info

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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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

The support community can be difficult to navigate. I've also run into issues with my login. The SAP system has a bizarre mechanism for validating users that requires users to have what is called an S-ID. A basic ID may not give you access to all the features in the portal. The limitation may include not being able to perform a simple task like downloading patches and updates. This isn't a big deal for single user license but for teams it can be a pain.

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Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

Trainer was patient and thorough in going through the basics and willing to answer questions by email after the initial training

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Experiment is the only way to start

Just like any other implementation: When designing the differing reports, get end users' input, make sure to design the reports so that they display the information that the company requires, in the best and clearest way possible.

Test, test, test, revise when needed, and, particularly, do sufficient training so users are comfortable using Crystal Reports!

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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. TR verified that a representative sample of customers was invited. More Info

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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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

Crystal reports is useful in case we want to import data from data base . We can write queries in it but Google Charts require to be implemented in our application using code so crystal reports is better than Google Charts.

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Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

• 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

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

• It is a decent buy for specific departments in terms of reporting capabilities but updates and cost (frequent) demands are higher with the benefits offered.
• So long as the requirements are not ever changing, with scheduling functionality, it's a handsome tool.

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Invited by the Vendor

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. TR verified that a representative sample of customers was invited. More Info