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.
SMS.to is ideal when you have a large number of users and you need to be charged by SMS delivered not by number of users. Let's put an example other solutions out there wanted us to pay user or contact which is illogican for a product that has more than 100K users because it doesn't matter if you send no message or you send 10 messages they will charge you per contact in the other hand solutions as SMS.to they will charge per SMS delivered which makes really economic the scenario specially if you only send to specific segments of contacts by making use of contact lists. A least appropiate scenario is when you need to send emergency/urgent SMS because for some resaon the SMS in this platform will be sent after 20-30 minutes even an hour I ignore why it happens but that's why we always try to schedule our campaigns and be sure they are generic marketing messages. For emergency/urgent SMS is recommended to use another platform.
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
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.
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.
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.
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.
I already pointed out this but basically we decided to go with SMS.to because 2 reasons:
1. It can be paid with paypal (first reason) we have some bad experience with other products because payment gateways may suddenly block your cards and you're unable to pay even if you want to use the service so when we saw that SMS.to has Paypal payment we just decided to go for this option.
2. You pay per message and not per contact this is ideal other platforms will ask you a monthly fee for marketing features that you're not looking plus paying per SMS or per contact we were just looking a straight forward software in order to send SMS campaigns.
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.
