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
VinSolutions
Score10 out of 10
N/A
VinSolutions, a Cox Automotive company, offers a suite of CRM and operational support applications for auto dealerships.
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
It is well suited to customer communication - emails/calls/texts. It helps with all those. You are able to get personal by adding notes to remember in the future, or tasks to complete down the road. It keeps history, so no salesperson can argue who did want and who gets the credit. Essentially, it is the final word - if the employee doesn't record it in Vin - then it didn't happen and anyone can help a customer. Seems to be less appropriate for actual marketing-related activities (as mentioned with their campaign manager).
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
Tracks sold logs, desk logs, offers, etc. so there is no confusion over what was offered or by whom.
Gives a clear, concise list of sold vehicles, who sold them, and front and back end gross for easy reference.
Trade appraisals are clearly visible, along with who appraised them, so there is no potential for misunderstanding between the sales managers, GSM and GM.
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
Because VinSolutions is able to pull customers lists, they also made a campaigns manager that allows you to create marketing emails and send them out. However, after the initial launch they never updated it, it seems. It would be the best thing...if it was 2005.
This customer lists that I like to export to upload into my own email software, I can't get the actual list myself - I have to contact my Vin rep for them to give me. These lists are not the same, nor have the same filters, as the report lists that Vin does provide dealers. So, I prefer the other.
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
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
Technical support, general customer support, implementation support are all top notch. All representatives from the company check in every couple weeks to make sure all is going well; if there is a problem, I generally have a solution given within hours if not soon; and they are friendly, easy to understand, and do a great job. Well done!
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
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
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
Not sure about our financial investment in VinSolutions, but we have been with them for over 10 years, so our management keeps choosing it over other options (we have reviewed others in the past recommended by our dealer group).
Positive impact on keeping our customers...ours. This avoids sales consultants recording their customers in some random ledger of their own...and then taking that list with them when they leave - especially to another dealership. This ensures that each person is the dealership's customer, and not the salesperson's customer.
History is recorded, and we never know what we need until we run into an issue. VinSolutions is our go-to for many past communications and transactions. It provides a 'road to the sale' story that managers can pull up to help them navigate concerns.
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
