Pipeliner CRM Erfahrungen

A better CRM

Kommentare: I use Pipeliner CRM to build up my administration counseling and business training practice. Pipeliner CRM offers an exceptionally apparent and responsive method for following income age in your association. It contrasts from other CRMs altogether: the Pipeliner CRM client becomes astute rather than working basically as an information passage tech. The rich and exceptionally responsive interface of Pipeliner CRM furnishes the client with quick criticism on pipeline elements. Pipeliner CRM maneuvers every one of the information into one spot and makes it quickly open to the client and their groups. It outwardly supports what you are doing accurately in moving a lead through your business pipeline.

Vorteile:

Pipeliner CRM gives information seeing choices. It has revealing choices whether graphical, mathematical and diagram like. The Mobile App has discourse to-text and text-to-discourse AI usefulness for voice note update as opposed to composing. It assists us with catching leads from anyplace. It has its own versatile application, and a business card scanner is simply marvelous. Reasonable.

Nachteile:

Our coordination from Salesforce.com was somewhat difficult and we encountered some lethargic velocities, yet a lot of that was because of the huge number of records we were acquiring. Furthermore, we didn't employ Pipeliner backing to help us. We did it all alone. Those issues have all been settled.

Good CRM and Opportunity Solution

Kommentare: From an IT perspective the product is built well, responsive, and feature rich.

Vorteile:

Very well designed. All web based and can be easily customized.

Nachteile:

Automatizer should be included in base product. SSO/Active Directory isnt really integrated well into the permissions and access control.

Really bad tool if we think that MKT and Sales are one team

Kommentare: If I work alone in my own company really good, if not I would look for another option.

Vorteile:

From a sales point of view it was really easy to use the pipeline and forecast as well as setting future tasks

Nachteile:

Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.

Significant Boost To Quick Conversation of Leads to Customers

Kommentare: Pipeliner CRM is solving the problem of getting stuck should in future a Sales Representative leaves the company without proper handover notes because it keeps full data of all sales processes which is available from a 360 degree view standpoint.
Time is money and Pipeliner CRM has proved to be a great time saver because it has drastically reduced my time spent from lead generation to customer acquisition, especially that it has a feature by which I am able to harvest leads from LinkedIn (contact details included) with a click of a button.

Vorteile:

With all Sales Reps' activity history available to me at the click of a button any time, and with Pipeliner CRM also available in mobile app form, it has given me impetus to manage my sales teams and my customers remotely, yet effectively from any part of the world, thus coming in handy with the prevailing lock-downs as a result of COVID-19. Further, I like the fact that it provides for higher lead velocity, leading to a a quicker realization of sales objectives.

Nachteile:

It cannot easily be operated offline from both the desk top and mobile app version. This makes some of your work inaccessible should you find yourself in place with poor or no internet connectivity.

Managing the Sales Pipeline visually

Kommentare: We have used the software internally and we also now recommend to others, as a cloud based system, this is now our preferred option for sales and marketing teams. Having recently taken on new staff, who had not been exposed to CRM before it was refreshing to see how quick that can pick up running with the system and for us more important was that instant awareness and reminder of their purpose, i.e. how they need to attain their target.

Vorteile:

Very easy to use and many clients are up and running themselves with little input from ourselves, but also Pipeliner CRM Support team have been very good and patient in resolving questions, often pointing us to the easy to understand video tutorials to complement what they have said. The chat function is a great and quick way to engage with support direct. Having seen the new 'Insights' functionality on a recent webinar, this is the next item we want to explore and start to use to give a deeper understanding of how different sales people are performing, not just on sales.

Nachteile:

Having spent now nearly 20 years working with CRM systems, my view is there is no such thing as a perfect system and that clients will always want more functionality and this applies across all systems. The functionality is usually there, but may need to be pulled out. For Pipeliner CRM, the only real difficult I have had to learn is the data import functionality does need to be thought about and understood. Having said that, this is usually sorted in the initial set-up by accredited external consultants or trained system administrators....so maybe it is me and I just need to spend a bit more time on this...

Finally a CRM that delivers results

Kommentare: Over my 20+ year career in sales I've experienced a wide selection of CRM's. Some have been better to use than others but I can't say that any one of them has been a huge help to me either as a sales professional on the front line or as a sales leader looking for insights. Typically they've been overly complex and cumbersome. Something you tolerate rather than enjoy or get any value from. That's all changed with Pipeliner CRM. I love it. These guys truly understand what sales is all about and they've built something that helps rather than hinders. Finally a CRM that delivers results.

Vorteile:

Although its not a specific feature a major 'Wow' factor is the visualisation philosophy behind the whole platform. You can see everything you need to see on one screen. Everything just looks fantastic. The main pipeline view shows you exactly where all of your opportunities are instantly and I love that you can drag and drop opportunities from one stage to the next. You can also see where you are in relation to your quota on the same screen and take the action you need to progress. I particularly love the 'Buying Center'. You have to see it to believe it but relationship mapping is a major challenge for most who have longer term, complex pursuits with multiple stakeholders. The Buying Center makes it easy to keep track of and manage everyone involved in an opportunity, even if they don't work for that company. There are so many awesome features but that one alone saves so much time and effort and delivers tremendous value.

Nachteile:

That it's taken so long for CRM to get this good!

Pipeliner works because it is easily customisable and simple to use for people at all levels of an organisation

Kommentare: In the work we do, CRM fulfils a massive role in automating processes, which in turn delivers the sales strategy for business. Pipeliner fits this role perfectly, because it is so easy to customise. It can quickly and easily be set up to mirror and automate your sales processes. No admin, no team of propeller heads. Just simple, smart design to deliver outstanding capabilities. This makes it the perfect tool for any business. We recommend Pipeliner to all our clients.

Vorteile:

Highly customisable. Can be set up to automate your processes easily Everything is visual, making it easy and fun to use for sales people at all levels Easy to input information Easy to extract relevant information Automation of tasks and workflows

Nachteile:

Lots of software updates means sales downtime

Most intuitive CRM in the market

Kommentare: We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that’s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven’t run into any adoption issues either.

Vorteile:

The design of the user interface is very clean and intuitive. The fact that your sales pipeline is very visual, helps you get a better understanding of the opportunities that sit within it. The platform is extremely easy to configure as well.

Nachteile:

At the moment, we haven’t run into any major hiccups. If I could recommend anything to Pipeliner, I would say they need to update their mobile app so that it reflects all of the great visual features in the desktop version.

Got the CRM Model Right

Kommentare: We tried quite a few CRM apps before selecting Pipeliner including Salesforce. The bottom-line is that Pipeliner is the best combination of functionality, usability and value available in the market. We were looking for an app that could handle three key major feature categories account/relationship modeling, visual pipeline display and marketing application integration. It seems like a simple set of requirements, but we found it amazingly hard to get all of these things working well in most packages. When you add cost into the picture the competition narrowed very quickly.

Vorteile:

Flexibility in modeling the account and contact relationships. Ability to setup bi-directional interfaces with marketing automation apps. Ability to visually display and manage sales process through the pipeline view.

Nachteile:

3rd party add-on required for bi-directional integrations, but with that said the add-on offers significantly more functionality while still having a lower cost than the next best alternative.

Pipeliner

Kommentare: This is the most comprehensive pipeline management tool I have ever used. Having said that it is still very easy to setup and use. There is a great deal of contextual help, and when you need it the support is great.

Vorteile:

One of the side benefits of using Pipleliner is all of the sales content they have, you really don't need any other source, if you are a sales professional, they have a ton of information for you, if you are a sales manager they have a ton of information for you...Visual, Intuitive --- Great Reporting!

Excellent tool also for small business!

Kommentare: My business is B2B. What I’m selling is voice training, workshops, and speaking engagements. Until recently, my business was developed through public relations, publishing in special interest magazines, and through people finding me through the website and social media.
About 2 years ago, I began to see a dramatic change. I needed more than a database and a bit of marketing automation -- I needed a sales process to help me drive interest and drive business. Competition was rising and it was obvious that I needed a more structured way to keep my contacts, accounts, and business relationships organized and vibrant. For both existing and new business relationships, I needed a way to nurture those relationships.
It became clear that all my business was not going to come to me any longer. I needed help selling to my key persons -- that’s when I looked for the right CRM tool. In the end, I found Pipeliner through searching on Google. I had asked colleagues and friends for recommendations, but the software they or their companies used was too unwieldy, complex, and expensive. c
Today I can say, Pipeliner helps me to stay in touch with the most promising customers and to make more business with less effort.

Vorteile:

The visual approach. I noticed right away that Pipeliner workes differently from other solutions. It is visual -- not dry spreadsheets but instantly understandable in pictures -- and intuitive. I don't need a thick manual. No need to think in ‘database structures’. Pipeliner shows me the sales process and how I move from stage to stage. Pipeliner ‘mirrors’ my behavior. I don’t have to understand all the technical workings -- I can just see what I need to know. I suddenly have an instant snapshot of my sales stages, what I need to do next, and this motivates me. Also absolutely important and helpful is the integration of MS Outlook and the connection with several social networks.

Nachteile:

There are only few things I dislike. One is, I miss the possibility to import vcf-cards when I am creating a new lead. Also would be good for me - as located in Europe - the integration of the Xing-Network.

At last a CRM that actually helps you to sell.

Vorteile:

I've used many different CRM's throughout my 20+ years in sales and Pipeliner comes out on top. I love how Pipeliner put everything you need right in from of you, no having to click around multiple screens or complicated navigation. Plus everything looks so great. You don't see a dull spreadsheet style layout of data, you see the logo's of your clients, you see the faces of your contacts and you see all of your opportunities laid out neatly in the relevant stage of the sales process. Everything you nee to make the right decisions quickly is right there, with even more insight no more than a click or two away. For us Pipeliner has transformed CRM from being passive and dull to being an active and engaging experience. I particularly love how you can easily mould Pipeliner around the way you work rather than being forced to change the way you work to comply with the way the CRM is designed. You really do get the sense the Pipeline team know what sales and selling is all about and they've worked hard to build a platform that keeps you focused and moving forward. It's already a great tool we love to use and with every new release introducing amazing new features it's set to get better and better. Thank you Pipeliner.

Nachteile:

The mobile app is in need of an update so I'm looking forward to the new version coming out later this month. Having a telephone support number would be nice to have.

Why is Pipeliner CRM an essential Business tool

Vorteile:

Pipeline is very intuitive, easy to learn and administrate. It incorporates ADD-ONs such as web clipper or ADD-ONs that allow interaction with most of email managers such as Gmail, Outlook, etc., which avoids the use of multiple platforms and applications to manage customers, make an email, create leads, create customer accounts, archive exchanges etc ... Pipeliner CRM creates a dedicated customer area that allows the sales person to access all the information related to the deal, such as emails to the customer, documents exchanged, programmed activities, people to contact within the company, etc. this on the same interface. • You can really make a good sales decision, • Imagine a sales person resigning! All the necessary information for the follow-up of its deals are at your disposal. Pipeliner navigation panel give an overview of the business situation. it's gives out the level of progression vis-à-vis the global target, the agenda, suggest new potential business. In addition to being a CRM web base, the mobile application allows to have all the necessary support for the sale even in the field. You can track sales, see deals evolution, manage your calendar and even send emails without being in the office. The voice command of the mobile application of the Pipeliner CRM is the most. You can send mails, SMS, and even make call only by voice command.

Nachteile:

The many down side of the Pipeliner CRM is that software usage language and support is only in english. This will be blocking point for businesses with other working languages such as French etc...

The Best CRM on the market

Vorteile:

The visual features of Pipeliner make it so easy to use. Color codes, flags and steps make managing the pipeline easy.

Nachteile:

Setting up the initial space for our team was a learning process. but once that was done the rest has been a breeze.

Excellent product and support

Vorteile:

I love the mobile app and computer interface. I like the automatic call log feature it makes it easy to keep and track info in an even more efficient manner.

Nachteile:

Price. Although they are still in line with all the other competitive products. I t still seem expensive. especially if you have multiple users it really starts to add up quickly

Nice tool, but not fully used the capacity in our orgnaization

Kommentare: Easy but not fully usefull

Vorteile:

It is an easy access and easy to handle. Support is good, but the integration with internal other software is not deplyoed with us

Nachteile:

I finf the multiple typing of account names in leads, opportunaties and accounts is too often.

Pipeliner - CRM system

Kommentare: it serves as a customer base and new leads

Vorteile:

the system is easy to use. All relevant data about customers can be entered. The info can be viewed / shared with colleagues

Nachteile:

customers name has to be spelled correctly otherwise it is not found. The search option should be improved

Pipeliner is an excellent tool for account management

Vorteile:

We use it for projects and project bid tracking and is a great CRM for allowing us to manage the process and documents

Nachteile:

Not having the ability to use subfolders for uploading documents. That you cannot upload files larger than 30MB

Very functional CRM for job tracking

Vorteile:

It is very easy to search and update jobs. The formatting is very functional, and reporting is quick and easy.

Nachteile:

That some of the features are not in alphabetical order and that you can not create files to store older documents

Pipeliner tech support quickly responds to open tickets

Vorteile:

When we opens tickets, Pipeliner tech support immediately responds. We are in Pipeliner all day tracking sales, adding opportunities, managing contacts and accounts. I provide technical support for our customers and appreciate the excellent support that Pipeliner provides for it's customers.

Nachteile:

When problems arise, especially in web-based software, is can shut us down. Occasionally Pipeliner will freeze or respond extremely slowly. When we contact technical support, they usually reply that they are working on their servers.

My Pipeliner Journey

Kommentare: Well, my overall experience with pipeliner so far has been excellent and fulfilling. I have been able to learn so much about sales, how this tool can work for the benefit of salespeople. I will be very much happy to recommend it to anyone. I am very happy that I was given this opportunity to learn more about selling and how the pipeliner CRM tool can enhance selling skills.

Vorteile:

I like that I can connect my personal email accounts to the pipeliner CRM Cloud so that I can easily have my contacts. I also like that there is a mobile app, that allows you to be updated with everything happening on the cloud. Even when you are away from your computer.

Nachteile:

What I least liked was that the trial was not very clear. I was not sure if I was supposed to add my own clients or just to use the ones that were provided. when I quired I did not get the response. The other thing is that my mobile app gives me challenges to syncronize at times.

Extremely powerful and easy to use BUT has a learning curve

Kommentare: It makes my life easier and focused and gives me very important data.

Vorteile:

The ability to customize everything for my needs.

Nachteile:

There is a learning curve and I could use more handholding/tutorials in the begining.

Sales Friendly CRM

Vorteile:

Pipeliner is an extremely visual tool and is not difficult to input from a sales perspective, this results in a higher level of engagement. The desktop version works rather well with the mobile application making it easy to stay connected to the program during the day.

Nachteile:

There are a few linkage issues between the desktop version and the mobile app that still need to be worked out. The mapping feature on the desktop version is limited and needs to be improved.

Amazing tool for small businesses! See for yourself!

Kommentare: Excellent software, pricing is fair to just a bit higher but you get what you pay for in this case. I would highly recommend this product for sales professionals looking to build a client success platform that is customized and not so robotic looking.

Vorteile:

This is a very visual software which shows you exactly what you need to know. There aren't a ton of spreadsheets, but there are visuals such as pictures that show you how you get from stage to stage in your process. This is an extremely intuitive and understandable software. It easily integrates with MS Outlook and many other social networks. Customer support is awesome and able to help right away with the few minor issues I have had.

Nachteile:

Not many things to complain about. I wish there was a way to import contacts rather than manually entering them.

Pipeliner works great for us

Kommentare: We are able to track all customer touch points (opportunities, samples, complaints, leads, etc) with great ease

Vorteile:

Pipeliner has a great interface and the way they track opportunities is easy to follow. You can set up a separate pipeline for every type of opportunity or customer touch point you want to track.

Nachteile:

Migrating to Cloud based was a little difficult and cumbersome