Close more deals with Pipedrive
Updated January 30, 2016

Close more deals with Pipedrive

Steve Surya | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Business

Overall Satisfaction with Pipedrive

We started using Pipedrive CRM for our sales activities in last quarter of 2014. I use Pipedrive to manage activities with prospects and our sales team. Every time we have a new prospect, we add it to Pipedrive and define the right pipeline for them. As we continue working with prospects, we keep changing the stages in pipelines until we close the deal (WON or LOST). We also rely on Pipedrive to get our sales reporting and business development team performance.

Pros

  • Pipeline and Stages: Pipedrive helps with maintaining the exact status where we are with a prospect. For example, when I start communicating with a prospect, I will put them in a Pipeline named "Unqualified Prospects" and the stage would be named as "Initial Communications". We can have a number of stages within Pipeline and a deal can be moved to any stage based on the interactions with a prospect. So managing activities with prospects has become really easy by using Pipedrive.
  • Pipedrive let me work based on my activities. I never miss any activity, as Pipedrive always remind me of my daily activities.
  • Getting a sales report or performance report has been really easy using Pipedrive. Pipedrive has the right statistics which we ned to know by end of every quarter. It allow us to see the total deals and how many deals have been marked as close. As well as, it shows the right status of every deal.
  • Integration with Google Apps is one of best thing to have. I can easily add my Google documents to my deals in Pipedrive. It allow me to track my contracts and important documents when I need it.
  • Organization and Contacts management is again a great feature. This completes Pipedrive as a CRM. I can manage all my prospects data within Pipedrive CRM and retrieve data as needed.
  • The Mail Tab which was recently added to Pipedrive, is really well. Now I don't miss adding prospects to Pipedrive as I can forward my emails to Pipedrive and create the deals from there easily.

Cons

  • When we close a deal by marking "WON or LOST", All the activities regarding that deal, still stay in active mode. But I think the activities either should be closed automatically or I should see a popup with an activity list of that specific deal, SO I can close myself.
  • CSV Import is a great feature. But if Pipedrive can also add a screen like a spreadsheet view, so we can add multiple contact details directly in Pipedrive, that would be helpful. In that case I don't need to first type it into a CSV file and then import.
  • If Pipedrive can add a functionality to give background colors to the Deals on Deals dashboard, It would be great. Then I can manage the deals based on colors very easily. Sometime we need to denote colors and that make lot of extra value.
  • Well, I have been able to close more deals since I am using Pipedrive. Managing prospects in an easy way is always a better [way] to close deals so I have achieved that!
  • Managing everyday tasks and activities has been better since using Pipedrive.
  • Getting a sales report or sales activities report is quick now.
I have used Google Drive in the past for all sales activities. It was not easy to manage certain things using Google Drive. But Pipedrive makes it easy to use. I still use Google Drive for creating contract docs but I manage these docs with Pipedrive now. So choosing Pipedrive over google docs has been the right decision.
I would say that using the Pipedrive with your sales team is always worthwhile. In real time, it's not easy to manage prospect's activities and we miss them often. But Pipedrive lets you manage it in an effective way.

I would just recommend to use it for sales activities for now. I don't see it usable for other departments like HR, PM etc.

Pipedrive Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
Not Rated
Task management
10
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Mobile access
7

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