It helps ensure leads don't get stale. It will highlight leads that need follow up based on specific criteria that the user has input. The icons next to each lead make it very clear what stage the lead is on and what type of follow up is needed.
Easy to use. It is relatively easy to learn and use Pipedrive. The process of entering leads and moving them through various stages is simple and clear.
Improves communication between sales and management. Pulling up Pipedrive it's easy to see the top leads and what needs to be done, so this takes some time off of reps having to tell the story of each lead to management.
Support is limited for small accounts. There are certain plans that offer chat and phone support, but for us, as a small business, we had some limited email support. It wasn't needed often as Pipedrive is pretty intuitive, but I could see this being an issue depending on the needs of the team.
Downloading leads on Pipedrive was a little cumbersome. There are a few steps needed to download the leads, and then you'll have to ensure that the settings are right to get all the leads you want. This can be done but with limited support, it can be tricky.
The reporting is a little limited. You can generate reports that show all of your leads and lead stages, which was enough for us, but if you're looking for some more advanced reporting to determine things like retention rates you won't find it, at least in the plan we had.
Automation within the platform, even with the higher tiers, is lacking
Not as many native API integrations into other platforms as other CRMs on the market
Their visual pipeline is great, but if you want to work within a spreadsheet-like system (ie managing customers or organizations within the system), it's time consuming
Dashboard: their dashboard is very well designed to give the right mix of simplicity and information density. I can see all my current prospects, at various stages, and know who, at a glance, I need to get back in touch with to keep the process moving
Revenue forecasting - Their estimation tools give me some very real and accurate data (combined with my knowledge of my market and product, etc...) that helps me understand at any given point my range of potential income based on the current sales process
Integrations - Pipedrive integrates well with our support system
Post-sales client relationship management - once a client is through the sales process, the app becomes irrelevant with regard to that client. I need a separate management system for current clients.
I like the clean, minimal layout of the Pipedrive interface. I find it easy to navigate and very user-friendly. The concept itself is one that is strong and it's made my job of keeping track of hundreds of wholesale accounts and potential accounts much easier. The ability to schedule detailed follow-ups for every wholesale account really keeps me on top of my communication goals.
The ability to see a snapshot of your ongoing transactions through the dashboard. Every time you complete a task, it asks to feed in the next task for that transaction. This way you are less likely to be distracted from the deal that you in middle of.
Mail templates feature is another additional benefit to full email sync in the Gold Version. The ability to see who's clicked on the links is standard now a days but Pipedrive handles it well.
I feel that Pipedrive can do some more work around enabling sales teams to actually get going out of the box with recommend deal flows and processes.
I also think that simple changes like including both a delineated first and last name out of the box are quick changes that would add alot of value for practical reasons.
Irrespective of what platform you use, it is better to use a trial and implement the product and check how the product meets the requirements. PipeDrive has a good trial plan and their sales team will assist you to set up the platform.
Visibility: I can know in one view, at any given time exactly where every opportunity is, why it's there or why/where it may be stuck.
Priorities: 'Closest to the close', 'older is colder' are spot-on truisms. In a world of competing priorities, for both you and the customer, choices are made, more often because the solution is a perfect match AND, the sales team follows up in an intelligent & respectfully, timely manner. (not just when it's month-end. So this Actions Today or Overdue visual reminders are what moves opportunities to closure, and create repeat and referral revenues too.
Call Center features: great customer support is a key differentiator these days. Customers value knowing they can reach anyone they call in customer support without having to go through their entire account history, only to be transferred to someone else, and start all over. CS can immediately see and understand the why and the where of each customer, in an easy to comprehend visual display - get up-to-speed quickly and answer their query well-informed.
Insights: Every customer action/interaction is recorded, providing tremendous insights into purchase (or non-purchase) patterns. That real-time analytics can accelerate sales and potentially drive new market or new product development opportunities.
Mobile: Salespeople are mobile. Having full access to Pipedrive on any mobile device lets salespeople do what they do best: listen to what customers are asking for, follow-up and get things done. It makes them want to use the tool, rather than avoid it.
It's priced at SF.com level, already, at a time when many new features keep getting added. IMO: anything less than the Gold package, isn't enough.
IDEA: I highly recommend you add in Alexa/Siri capabilities and synch it to my calendar so when I'm en route to a meeting, or just finished one, Pipedirve might text me reminders of today's tasks OR list of prospects/clients(with phone numbers) I've not called for awhile and may want to check in with.
Pipedrive is a sales management tool built for salespeople by salespeople. According to the vendor, it is used by more than 50k teams around the world, and helps you to see the big picture, then gives step-by-step guidance to keep everyone focused on the activities that drive deals to close. It's simple to get started, but powerful enough adapt to any sales process. Construction companies love it because it makes it easy to manage the many facets of the sales process.
