Pipedrive vs. Tableau Public

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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Tableau public is the best platform to build dashboards for your personal profile and share with recruiters. It's always good to keep ourselves updated on the latest features, create sample dashboards and save them to a personal profile. Tableau public is free and doesn't need any subscription. anyone can create an account and start building reports.

• 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

• Data visualization: lots of different options, including bar, scatter, pie, waterfall charts to explore relationships between variables, and to present findings/trends to different teams
• Integrates readily with limited, though different data sources: TXT, CSV, TDE, Access
• Exports reports for review of different dashboards: client-ready/team-ready, with a clean and tidy presentation in PDF format (or hardcopy)

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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

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• Tableau Public (both Desktop and Server) like their "for a fee" counterparts offer very easy to learn and use tools to transform data into pictures and gain insights into your data. Most organizations report a reduction in development time of 10x vs. other similar tools, due to the intuitive user interface. That said, with Tableau Public, published workbooks are "disconnected" from the underlying data sources and require periodic updates when the data changes. Users are limited to 1 Gb of storage space per user ID and password as well.
• I would like to see better options for public sharing of visualizations and data from within the "for a fee" products as more and more organizations are moving in the direction of data sharing with partners and their communities.

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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

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

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

It's free, right? I'll keep using the free version. So the real question to ask is this? Will I pay $999 for the Personal version or $1,999 for the Professional? Yikes! That is a big stretch. I'm not sure about that. The product comparison chart is at: http://www.tableausoftware.com/public/comparison

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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Tableau public is a great training tool to understand the basics of Tableau before buying it. A great tool to extend Excel's visualization and to publish data for others. Not useful for anything you need secure. No ability to access databases. Static information only.

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

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I have not yet required to contact support as the documentation and help i found online has always worked so far

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I found it sufficient, and fast. I could easily "kick the tires" with Tableau on my data so I got up and running fast.

Experiment is the only way to start

Start at the end and work backward. Identify the business case / issue and questions the end users have, then identify the data needed, and where to get it.

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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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Google Charts/Drive is sufficient for simpler data sets, but it does not integrate with other web platforms and the visualization does not look as professional. I'm not aware of any other competitors that offer the same package as Microsoft.

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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.

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

• Tableau Public visualizations have helped drive traffic to our content and sites
• The lack of cost means it's easy to demonstrate our experience to attract paying clients

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