Item: Pipedrive
Rating: 8
Author: John Bianchi

Overall Satisfaction with Pipedrive

Use Cases and Deployment Scope

At BOS Digital, we were looking for a solution to help manage and organize our sales process and give more visibility to deals won and open deals and prospects in the pipeline. We reviewed several solutions, but Pipedrive was the only affordable option without moving into something like Salesforce, with a stable user interface and experience and enough capability to act as a basic CRM and with customizable dashboards to track different pipelines. With an affordable license structure as well, we're able to move our reps into the system and meter our growth as a sales team. I highly recommend this option for a young company building a sales team.

Pros and Cons

Pros

Pipeline Dashboards
Contact Management in a CRM Style System
Affordability for the options

Cons

Zapier Integrations
Automation of certain functions
Management of residual deals and revenue

Return on Investment

Huge increase in visibility of the Pipeline for multiple reps
Increased ability to coach and move deals along
Not a good system for recording sales activities

Alternatives Considered

SalesforceIQ CRM

I think that for a smaller sales team and for simply getting your reps off of pen and paper and into a digital system that can be managed, Pipedrive is the perfect system to get the sales team moving and thinking along the lines of a team selling approach. What Pipedrive is not going to do is give you all the higher level analytics and predictive close rates of reps or of revenue management. If a rep doesn't record an activity or it can't be defined as a different activity in the system it may look like a rep isn't prospecting, however, that's not the point of Pipedrive. Pipedrive is a pipeline management tool. If that's what you need this is the tool for you.

Other Software Used

Hive, Slack, Google Ads (formerly AdWords), Google Analytics, Marketo, HubSpot, HubSpot CRM

Likelihood to Recommend

Pipedrive it very well suited to a young sales team that needs visibility of where certain prospects and deals are in the stages of the sales funnel. It allows for visibility from a higher level management position and to begin to forecast what a certain month's revenue might be based on open deals and potential prospects moving through the pipeline. What I would say Pipedrive is not suited for is a more robust team or sales management staff that is looking to make decisions off of a predicative analysis of data as Pipedrive requires a lot of manual entry and doesn't give reports that can be manipulated in Excel as something more integrated like Salesforce might.

Pipedrive Feature Ratings

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