Pipedrive vs. ZoomInfo Chat

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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ZoomInfo chat is a very good tool for user engagement on the website and lead conversion. It's a very good tool that provides live chat, chat boat, and also a meeting scheduler so that customers can choose the preferred time to discuss with the sales team. It's very good for improving the productivity of the sales team and acquiring quality customers.

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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

• It is really great at integrations. We were able to plug in Slack without breaking a sweat. And it works really well with our other tools as well.
• Implementation and setup was very easy and smooth. I actually anticipated it to be a lot bumpier but I was surprised at how quickly and smoothly it went.
• They have a great support team too. Anytime we have gotten in touch with them, we have had a great experience.

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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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• It could improve on total data provided when a lead is sent
• Integrate intro messages, or give a confidence index on how often the lead is replying. They have this feature in other zoom products
• Allow visitors to directly contact sales team or marketing.

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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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This is the main feature, so they've designed it well with companies like mine in mind. It's fast, clean, efficient, and perfectly integrates with main Zoom sales products, which is something every single one of us uses. So the synergy was already on the table before we started. Highly easy to use, minimal training required.

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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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As a fresh product in the market, support is very warm and they are putting out an earnest effort in fixing reported bugs!

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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As I mentioned, it's more than just a ChatBot. The ChatBot is just another feature that it offers, but it allows you to talk to the website traffic which otherwise would have gone without interacting with your website. Sometimes even retargeting ads fail to target such valuable visitors, that is where ZoomInfo chat plays its role.

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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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• It was quite simple to set up. We've tried a few different chat services on our website before, but the integration process is never as simple as the documentation suggests. Installing and configuring this, including integrating it to Slack, was actually quite simple.
• Fabulous chatbot arrangement that expanded our site changes.

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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