Pipedrive vs. ZoomInfo Engage

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 Engage has been outstanding in setting up automated workflows. It allows us to be more efficient in our day-to-day planning because once you set up a workflow, your planning for the next several days is done. One area for improvement would be to allow other domain emails for marketing. I have my primary domain email, but when I'm reaching out to potential candidates I would rather use a different domain. This is not possible.

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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

• Allows for customization, automation, and scaling of outreach
• Works as a secondary and well done CRM to compliment or serve as a main internal CRM. Also helps organize your prospects.
• Tracks customer actions and engagement at a very convenient level, with easy to read data.

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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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• In my experience, super unreliable product... too many bugs for a knowledge worker
• In my opinion, overpriced. They are making money for its affiliation with sales os product.
• In my experience, filtering is messed up and buggy. No real support for Account based focus campaigns... Just good for basic calling, recording, and auto sync with CRM... everything else, sucks. Not reliable

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

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I think the automated workflows and outstanding support are game-changers. I typically won't use a software platform that does not offer exceptional real-time support.

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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 very well with the tools and other Zoom Info products that we already use. The fact that it integrates is a huge win for us because we designed our CRM internally so we are very sued to working a certain way. We can use this to boost the information and tools from our pre-existing ZoomInfo products as well, so it brings out a lot of value.

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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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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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I get a higher response rate from Linkedin Recruiter, but I think I can reach more passive candidates with ZoomInfo Engage. On the other hand, I did not have success with UpLead at all. Linkedin Recruiter does not have an automation feature, and you are limited to the amount of InMails you can send in a month, which is disappointing. ZoomInfo Engage customer service/technical support is hands-down better than LinkedIn.

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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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• We decided not to use Tellwise for the time being and will test it again in one year because what I saw so far is promising.
• We haven't seen any substantial ROI.
• If you need to track content shared with prospects and stakeholders, Tellwise may be exactly what you need.

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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