Pipedrive vs. WordPerfect Office

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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WordPerfect itself is (IMHO) the best word processor available. Much easier to use (and I think, more intuitive) than Word. It can do things that Word struggles to do. That said, most of the world uses Word and improvements to the interchange functionality would allow it to be used in more situations. I realize that isn't easy - internally, the two products work differently and use very different data models

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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

• Built-in publishing to PDF, that supports hyperlinks and watermarks.
• Real-time previews of formatting options.
• The Variables feature allows a variable or placeholder to be placed in multiple locations in a document.

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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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• conversion from Word is problematice to put it kindly
• it doesn't offer formatting options over the words, only in the toolbar
• track changes is compared to Word is weak

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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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We are married to it for life.

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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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It works fine, few crashes.

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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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Corel still offers support. Microsoft doesn't unless you have a paid contract. LibreOffice is all web-based. If you need support, Corel WordPerfect Office is the best option.

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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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WordPerfect Office is not a product like Blackbaud's products, but it does work very well with them. Merging documents from Blackbaud's Raiser's Edge is accomplished very easily through WordPerfect Office and allows better options in many cases than when merging with Microsoft Word. My main uses for WordPerfect Office have been in merging letters, envelopes, and labels and when searching with reveal codes for improper codes in a document.

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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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• My office wouldn't be able to make money at all if we didn't use WordPerfect; we use it to generate all of the documents that we use in our business. Granted, if we used Microsoft or another Office suite, we could eventually obtain the results we currently get, but we seem to have positioned our workflow around WordPerfect and to use something else would potentially hinder our productivity.

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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