Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
$22
per month
Varicent
Score8 out of 10
N/A
From quotas to sales and compensation, Varicent helps revenue leaders in enterprise organizations chart a more effective, connected path to revenue by providing vital data, insights, and sales go-to-market planning tools.
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.
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
For the use cases we have at the bank, ICM is a perfect solution. For any bank or institution that has similar requirements, ICM would be a perfect solution. But I also think for any use case that has any sort of incentives based on Sales done, this would work amazing, as both Calculations and reports are handled by ICM very well; it's an all-in-one solution, I feel like.
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
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
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
As [the] model gets more and more transactional data, the calculation time increases. This should/can be handled internally with better model optimization.
Migrating from one env to other sometimes is challenging. There can be better 'Alerts' or 'Explanation' provided to handle it or at least to give a hint of the error.
For managers viewing their rep's report, the access part can be made easier. It should be linked to Payee hierarchy and access can be done automatically.
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
Customer support from IBM is impeccable. They are quick to respond and they don't nickel and dime you for every request you make. Their goal is to ensure your success and as a user, I really feel like they listen to my concerns. That's not to say there are no problems. All software has its issues, but I don't feel like those issues fall on deaf ears.
Any calculations can be implemented as there are hardly any limitations on complexity. However, online real-time usability is lacking - a simple user enters, and the system calculates work in a way that it is in the browser and hence still needs overnight to be properly reflected in the batch calculations and backend tables.
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
All is fast, but with API's it is sometimes slower due to the application we are pulling data from. Reports are loaded directly or within seconds and our reports are very detailed with many columns and rows.
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
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
Giving a 10 would suggest there is no room for improvement. I don't feel like their support is perfect. However, I have never met another team that was more dedicated to making sure we get what we want and need.
Test test test. Make sure that the product is calculating everyone 100% correctly. DO NOT accept a 70% pass rate as some companies would like to have you believe is acceptable. This means conducting thorough testing by providing 100% of all expected results, but it will be worth it when you know that the compensation plans are working entirely as expected.
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.
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
In 2015, we used a scorecard containing 80 attributes in our review of Oracle, Callidus, and Xactly & Varicent. Oracle did not have true self serve capabilities- programming was heavily required, not intuitive, out of the box functionality was limited. Callidus & Xactly could not provide us a demo using our data, statements could not be sent out in bulk form, difficulty in importing/exporting to CRM. Varicent excelled in most areas and was the clear winner.
It is very scalable and adaptable to changing complexities of calculations and business rules under a variety of different scenarios. It does not get full points because in large data loads the time needed to calculate and import the data increases exponentially and may cause issues related to timing potentially.
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
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.
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
Compliance - with a central system used for calculation incentive payments and commissions, we are able to provide reports and data showing every detail of how payments are calculated and why they are justified. We can also identify anomalies and outliers.
Integration with our payroll system is seamless. Except for regular pay, nothing goes to payroll without going through ICM. The process for paying incentives/bonuses/commissions is now very structured and efficient.
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
