Pipedrive vs. Workday Contract Lifecycle Management, powered by Evisort AI

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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Evisort is best when you already have all your contracts fully cleaned, designated, ordered, managed, linked, collated, titled and termed. It is not good if you expect the platform to help you go through a repository of contracts that you want the system to extract all the info you need and then you can decide easily what to keep and not etc - the sales team will tell you that the platform can do all of this. In my opinion, this isn't true.

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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

• Houses Contracts centrally
• Info display is pretty straight forward
• Terms Search function is solid

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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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• Platform Implementation
• AI intake of documents
• How contracts are linked

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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

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

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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

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 is clunkier than needs to be but it's not as bad as some of the other platforms we reviewed. The interface is pretty spartan, almost like reading a page and some color and segregation could help users segregate the UI by function and task. This is pretty straight forward but doubt they would implement

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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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For all of the reasons listed above, essentially, once the platform is implemented it has its value, however, knowing what you get before implementation, might give ppl pause. The cost is a bit misleading and the sales team over promises and under delivers in my opinion. This is not cool and creates issues inevitably, down the line.

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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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Evisort is just getting in the game. Implementation is not as robust as Coupa and Adobe is more of a contract execution platform so it is not apples to apples to compare there. Essentially, Evisort is a a somewhat cheaper solution that is not a complete solution and needs more of an upfront lift than they would suggest.

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Independently Invited by TrustRadius

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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

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• better Contract visibility
• centralized ownership
• contract alerts

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