Pipedrive vs. ScreenSpace

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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The demos can be used in a number of ways, whether you want it front and center on your website's home page, or more in the background. The dashboard and ability to easily edit was really nice to use. We went through several changes on our copy/creative and it was easy to make quick changes and then the demo was automatically updated on our web pages.

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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

• Everything that comes out of ScreenSpace looks like it came from an agency
• Makes our product look and feel better than the real thing.

• 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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• There's nothing to dislike about ScreenSpace.

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

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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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ScreenSpace is polished and very easy to use. Easier than creating a PowerPoint presentation.

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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The success team is very responsive and quick to address any issues – which rarely comes up. I appreciate Darren, the CEO, being hands on and working with my team to answer any questions and ensure they hit their targets.

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 were able to configure ScreenSpace in a way where the demo will not go stale, even if we change our product. The overall value and features are captured. Other products were a bit too granular and would easily get out of date.

• 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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• So far, we've seen 10+ demo requests come directly from people interacting with our story.
• We've also improved interaction rates with our story by adding a dedicated page on our site as well as call-out buttons in our main nav to direct people to the story.