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.
waalaxy is a good tool for automating activity on linkedin, creating contacts that will then have to be developed directly by you, but it speeds up the initial steps and skims contacts very quickly (if the bot sends 20 requests a day and 15 percent of people accept the link, you already know who to continue conversations with and who to leave alone).The only note is the scattered interface compared to others with a simpler and more direct ux.Maybe it's personal taste, because it continues to get a lot of positive feedback from many users.
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.
needs to improve the interface to make it faster to use the platform, especially for those who do not always use all the functions and do not remember them. Navigating through the menus becomes time-consuming
choice of profile "warming" type to avoid linkedin ban. Waalaxy seems less careful than other platforms to use automations with caution, at least in the beginning (you can't go from zero to 20 link requests a day because you risk banning. It's not certain but you risk it)
è una piattaforma solida e aggiornata, ma ha un difetto che non mi piace ed è che personalmente non mi piace l'interfaccia per usarla. Questo è l'unico difetto e penso che sia soggettivo.
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.
it has a lot of functions, I haven't tried them all, but when I looked for something I found the interface scattered in menus and I didn't immediately find what I was looking for, this can also be frustrating because there are some functions that you rarely use so you forget where the buttons and menu are and so a more straightforward visual approach would be preferable even for those who are not new to the tool
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.
Waalaxy works well and has been on the market for quite some time; it is a solid product. For my very personal use judgment, I don't like to waste time looking for functions in menus-I use too many saas to waste time and remember where I find functions.Learning curve and immediate usability are key for me, so I was better off with Closely which has a much better UX.Maybe it's my problem and you will be just as well off as many others, you just have to try both because they have the free version
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.
