Pipelinin' with Pipedrive - Thumbs up!
October 27, 2017
Pipelinin' with Pipedrive - Thumbs up!
Score 9 out of 10
Vetted Review
Verified User
Software Version
Business
Overall Satisfaction with Pipedrive
Our sales team and executive leadership use pipedrive (5 users currently, growing to 12 next year). We use pipedrive for basic CRM and deal flow functionality. All of our contact information resides in pipedrive and we move opportunities through deal stages. We track sales performer activities and schedule future activities through the system. I use reporting to summarize the total value of our pipeline by service type (we track 3 separate pipelines).
- Ease of data entry - whether entering individually, via Chrome plug-in capture app, or spreadsheet upload.
- Easy to configure with our lexicon and deal flow.
- High-level reporting that can be viewed as a dashboard or report, or exported for further spreadsheet analysis.
- Great reminders with visual cues for when an activity is missing, due, or late.
- The dashboard should be configurable to the company (not necessarily to each user). The existing dashboard includes information we don't need and is missing data we'd like to include.
- Some basic fields are missing, like 'Job Title'. And Job Title should always appear where the contact name appears.
- Some activity types are not tracked consistently. For example, it only tracks Emails that are generated by the system through the outlook integration. But if you don't subscribe to the integration, it is not intuitive how to track emails.
- We have examples where deals would likely have fallen through the cracks without the visibility offered by pipedrive.
- Pipedrive easily pays for itself each month with the jobs we win that we manage through the system.
We selected pipedrive on a strong recommendation from a colleague so did not evaluate other systems.