Pipedrive for Sales and Contact Management is Great
Rating: 9 out of 10
February 10, 2015
Vetted Review
Verified User
2 years of experience
I used Pipedrive in a sales capacity to keep track of key accounts and identify where they were in the sales cycle. In a separate project, my supervisor and I used Pipedrive in conjunction to keep track of all communication (in-person, email, telephone) either of us had with business prospects. This proved an excellent way to keep us both informed of how certain key relationships were developing and helped identify to us both simultaneously where we needed to increase efforts to reach out to potential business partners.
- I love the ability to add email communication directly into a prospect's record in real time. This is especially helpful if you have long sales cycles or multiple people working with a single account.
- Pipedrive is intuitive and easy to navigate.
- The ability to identify what a sale is worth and indicate goals etc is great. The visual graphic indicators of where you are versus your goal is extremely helpful.
Cons
- Customizing the stages to fit our needs was a little tricky in the beginning but we worked it out.
- Not everyone uses Pipedrive for "sales" its also a great way just to keep everyone informed about activity on a particular prospect - so maybe a way to take out the "sales" portion would be good