Pipedrive vs. Spekit

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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Spekit is extremely well-suited for customer-facing teams who truly have a business need for "just-in-time learning." While we all benefit from the concept of just-in-time learning, organizational representatives who must perform to a high standard in front of external-facing stakeholders particularly benefit from having quick access to processes, definitions, answers, contacts, and more in a tool that is easy to navigate. Spekit may not, however, be well suited for cash-strapped organizations that already have a content management tool like Confluence or SharePoint and can't afford to meet their customer-facing teams in the middle. While Confluence and SharePoint serve very important needs, they don't do a particularly good job of making content easy to find in a pinch. Spekit does.

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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

• Looks great, the design of the plug-in looks very streamlined. It makes a difference if a plugin is ugly.
• Integration is great. It installs into Google Chrome in seconds. It's always accessible when you need it
• Usability is amazing. It automatically places itself near tabs that you might need help on.

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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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• Honestly, there are a lot of tools that do the same thing - there are lots of search tools for orgs that use too many tools to host content.
• I truly despise all the little helpers when I download the extension. Its the worst, stop cluttering my chrome.

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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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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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As an administrator, it is very easy to navigate. I can easily see which content is performing well, which content has not been touched. It's simple to teach new team members how to create content. We have added new authors easily in multiple groups in the business.

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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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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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Spekit may not be as robust as Confluence or organized as SharePoint, but its use of embedded tooltips (Speks) and browser extension put it in the S Tier for "just-in-time learning" platforms - particularly for customer-facing teams.

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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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• The time saved from using Spekit is incredible. No more calls/emails asking "what's this field for?" or "How do I do ?" It's all right there, thanks to Spekit.
• Using Spekit has provided an unexpected morale boost because it's not only easy to use, but it's making work more enjoyable too.