Pipefy vs. Reltio Connected Data Platform

Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.

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The data model is really flexible, so it should function well across many industries. Reltio Connected Data Platform tends to add new features first to its industrial vertical customers, though, so it may be especially well suited if your use case is specifically supported.

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• Flexibility on process management.
• Internal automations and connections to different data bases and boards.
• Easily connection with external programs through API's.

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Independently Invited by TrustRadius

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• integration with SFDC, D&B
• Reltio API allows us to build interfaces with ease.
• The beauty of Reltio is Consolidation at any time we can review data at field level from different sources (crosswalk) and configure match merge and survivorship rules to define operational value and approved data can be redistributed to the upstream or downstream systems.
• With Central data governance, enrichment with D&B allows creating trusted data and distribute to various systems.

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Invited by TrustRadius (TR) on Vendor's Behalf

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• I would like to be able to add a due date without a time attached.
• I would like to see completed tasks be deleted after a set amount of time.

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Independently Invited by TrustRadius

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• UI does not support creating different profile views for an entity based upon customer types as example however we can achieve this by using sub entities ( sub classes). This feature is useful if we are creating profiles in reltio manually.
• Manual export every time we need to pick entities, fields etc does not allow to save templates. workaround is using postman creating predefined API with selected fields, filters and trigger export.
• UI does not support data masking which needed while we maintain PII information
• Potential Matches doesnt auto sort on confidence code so users need to manually select deselect relevant entities which is time consuming and painful process however this issue is when we have more than 4 entities as potential matches.
• It would be beneficial if UI displays data related errors (if any) between Reltio and SFDC.

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Invited by TrustRadius (TR) on Vendor's Behalf

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Good Feedback

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Love the UI

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Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept

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Independently Invited by TrustRadius

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We started using software we already had (such as Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems. Trello is good for managing demand but offers no process customization or approval and Jira is too focused on development for our needs, and also hard to customize.

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Independently Invited by TrustRadius

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We felt Reltio had the best user experience, with flexible graph database technology and a customizable UI. Also important was the ability to look at historical snapshots to see relationships as they existed as of a previous date.

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• Our processes are more organized and we are not missing any steps.
• We are able to touch base with customers easier since we have all potential/missed clients in one pipe, with automated alerts (i.e. it has been 60 days since contact with this customer).
• We are able to keep track of customer billing changes easier.

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Independently Invited by TrustRadius

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• unifying multiple sources of data = 10+
• Data quality on customer and vendors moved from 65% to 95%
• Reporting quality on operational, finance and sales improved from 70% to 95%

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info