Pipeliner CRM vs. SAP Business ByDesign

Pipeliner CRM is very flexible, easy to work with, data capturing is at [its] best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training. This really helps in the [execution] of the task in our organization.

Do you plan on going public at some point? If so, this may not be the best solution for you

Incentivized

• Clear and easy visualisation of Sales Process
• Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
• Reporting into pivot table is also easy and very useful
• Mobile app has always been very good and easy to use since 2015

• I like the ease of use and the implementation methodology.
• With SAP Business ByDesign you can integrate other systems with Web Services, and data technology to get information easy and fast.
• SAP Business ByDesign includes an Analytics Module to create new reports in regards to your needs.

• The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.

• Time off request could be better. Right now, there is no option for sick time
• It crashes often
• Customization could be better

Incentivized

Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.

SAP BYD work centers are consistent and easy to navigate once you understand one work center. The document flow tab that is in each window allows one to see all related transactions. Document flow is important because one is able to see the flow of transactions and can therefore reverse transactions by following the document flow in reverse. It is possible to group items in each overview screen to see what items are open. The system is working as hoped.

Incentivized

I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.

Because SAP Business ByDesign allows us to improve our work, reduce the operational steps, implement audit controls, allows us found standard reports or it allows us to create new ones if you need more than the exists are enough for your work or your needs. Overall, SAP Business ByDesign allows us to standardize our operations, enhance our work, improve our skills, work over a web environment or mobile interface.

The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.

The Business ByDesign support is stablished since you contract the service with SAP. SAP resolves according to the service level agreement. Currently, we continue with the service and we are using the support channels available. We are receiving the support. The SAP support gets an incident and after that, they contact us to resolve the incident, if necessary, they set the meeting to understand it or we explain the incident

I recommend implementing all workshops during the ERP selection that you need to know very well about the ERP software. It allows us to gather information to accurate the plan of the project implementation. Additionally, we must reach the high-level commitment to achieve the main goals, to define the RACI matrix and communicate to all project stakeholders.

The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.

Incentivized

ByDesign stacks up well against the competition. Companies that do multiple things are usually the best fit (manufacturing, distribution, and service). The more 'modules' used, the fewer competitors will be able to meet the company's needs. It is not inexpensive, but if the needs of the company have the complexity from either a global perspective and need localizations and foreign currency, or a volume perspective and need resources greater than what can be easily housed on-premise, ByDesign should be a top consideration.

Incentivized

• As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
• The visual tools allow those "no good deals" to be spotted and resource usage limited.
• A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.

• Positive - Access to the real-time reporting allowing for faster decision making especially when fixed price projects are heading into an over budget position.
• Positive - Complex KPI can now be tracked and as a consequence intensive plans can be made to capitalise on this level of reporting. Staff also have clear visibility over their own performance.
• Negative - We are a bit on the small side at 30 employees for a ByD solution so it was relatively expensive for us. It would be a much better value preposition above 50 employees.