Pipeline CRM Erfahrungen

Its not Salesforce, but it also won't bankrupt your small business

Kommentare: Overall, this was the solution my company needed. We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change. Pipeline Deals gave us all the functionality we needed at a much much lower cost and barrier to entry.
Highly recommended.

Vorteile:

This is a very powerful CRM solution. As I was looking for solutions I came across quite a few that were reviewed by many sites. Pipeline Deals consistently was in the top tier of CRMs for SMB companies. I watched a few online demos and reviews before reaching out to their team. I was quickly assigned a representative that walked my team through a live demo and set us up with a POC trial. After our trial ended we signed up and were off. Setting up Pipeline Deals was quite easy, as the software can conform to your needs. Almost all fields are fully customizable, however this did take some getting used to, to see how changes were reflected as a whole in pipeline view. Overall, great product for a lot less than what Salesforce, Salesloft of Hubspot might run you.

Nachteile:

As a smaller company some of the integrations that other CRMs have were either missing or lacking. However, Pipeline Deals is getting better about innovation. One of my favorite shortcuts they rolled out was a LinkedIn plugin, this allowed for you to connect with somebody on linkedIn and in one click import them into your CRM. However, many times it would populate the fields with incorrect info or just generic info like where their company was headquartered instead of where that employee was actually located. Additionally, at times the APIs for some of these newer services would change, and then the features would not work.

Nice software but we grew out of it...

Kommentare: It's a generic CRM software that you can tailor to your own needs. In the end we needed a software that was specific for publishing.

Vorteile:

User-friendly and very easy to use. You can add all sorts of custom fields for your own reporting and tracking needs.

Nachteile:

No invoicing, no estimates/proposals, the multiple email only works with Gmail accounts, no online payments. It helps you keep track of people, but doesn't really help you bring in the $$$ once a sale has been made.

Sales in our office is all about Volume

Kommentare: The program is really not completely intuitive. This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.

Vorteile:

It could not be easier to load prospects. We signed up for a library card online. We select the type of businesses we want to pursue. We download spreadsheets of demographic information related to them. We upload those spreadsheets and start calling.

Nachteile:

I am certain that there are programs that provide more management tools. We simply are not that sophisticated with our sales efforts. If it is simply volume you seek, this is the right product. If you are looking for less effort and more management, pick again.

Great for Small Business Sales Teams

Kommentare: My company has used Pipeline Deals since around the time they started. We were a very early customer. I started with one sales person and have moved up to about 10 today. The system works great for this size sales team. It's not cumbersome to use as a central system for a small team to stay organized. I highly recommend it to anyone with a sales force in that range. I can't speak to it's scale above that as its my experience up to 10 active reps. They have taken what was a massive set of things reps would need to do in some of the other online systems (lets call it OVERKILL) and boiled it down to activity, opportunities, and centralized performance measurement. Its got all the bells and whistles you need... while not overwhelming you (as the sales manager/owner) or your reps with tons of required extras that clutter their ability to move fast and keep selling.

Vorteile:

The BEST small biz sales relationship management tool we've used (7+ years now every single day) Very intuitive interface. Amazingly powerful API (if you want to code connect it to your own systems) Great customer support team (you talk to real people, in the real office) Extremely powerful list filtering and saved reports tools Constantly adding new features and enhancements to make it more powerful without more "clutter"

Nachteile:

The actual "finished" reporting built-in for sales performance, historicals, trending, etc is lacking quite a bit as far as "management" type reporting goes [its almost all list based reports, no roll ups, etc... you can see everything, but its not presented in any customized executive way, reason I think it works well for smaller teams. But without better aggregation, I dont think it would be fun to manage 25+ reps on something like this]. (It can be done with outside graphing and custom tools using their API but not everyone can do that). Real-Time, Customizable, Formatted Reporting for "summary/trend management" would make this thing a 10 out of 10 !

Experiences With PipelineDeals

Kommentare: My job as the Marketing Adviser is to schedule appointments for my team. I have only used PipelineDeals the past 4 months. It is an absolutely terrific way to keep on top of deals falling through the cracks, calendar schedules, my tasks and agendas. They even have a phone application. I know once we get all our calendars synchronized my job will be much better. PipelineDeals is a great asset to have to carry on my work, as I work remotely in Minnesota for my team in Southern California.

Vorteile:

I love the communication part of the services because you are able to share deals and the tracking capabilities are awesome For instance If I add a Person it will let me automatically create a Company and then from there I can create a Deal and track the progression. The reminders of task, agendas and scheduled meeting calendar reminders allow me to have a flow of business throughout the day. I have so much more to learn - PipelineDeals has training at least two or more times a week and they also supply all different training modules. I have a terrific contact that is a live person for a Success Coach who is more than willing to assist our team.

Nachteile:

One area would be better is that now I know to create the Person 1st and the Company will be created right then, however not all the company information shows and so I need to create and retype all the information again, like the address, phone number, email etc. Then two addresses show up. It would be nice when you create the person you create the company, deal with all pertinent information at the same time - then when you add a new person to the deal all that information populates for them that is attached to the company and deal. Also the ability to isolate the deals lost so they do not show up in the whole list-but they are there so your percentages of win-losses are calculating.

Works well for the price

Vorteile:

The cost of the software is great and works well for such a low cost.

Nachteile:

Does not interact with other software I use like other CRMs.

Pipeline for Commercial construction customer followup, relationship building, and new Clients

Kommentare: Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships. These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients. Now we are able to keep our office focused on the needs of our clients and to pursue new business.

Vorteile:

The ease of integrating pipeline into our daily routine when making calls and following up with our clients. With the preset notation in our activity feed it is just a couple of clicks with the mouse to fill out our notes for that client. The ability to share "Deals" and to follow up when one of us is out of the office on a business trip or vacation. When we are on a trip having the app available on our phone is also a very nice feature. There is peace of mind knowing that the hard work to manage relationships with our customers does not end if an employee is fired or quits working for us.

Nachteile:

Pipeline is not ready to sync with our Go Daddy email account, so we continue to push our emails to our home page in Pipeline Deals. Then we have to make sure they are entered into our activity feed for our customers through the home page.

Excellent CRM for sales teams

Kommentare: We love it. The API is very robust so anything that can’t be done in the app can be coded to integrate and work for our own custom reports and integrations. We were one of the earliest customers and have been using it for 8 or 9 years very actively.

Vorteile:

Very flexible custom list reports Unlimited field customization for records Easily manage a small team of reps Very easy to get started using especially if you have not had a strong CRM in your company before

Nachteile:

The morning coffee report lacks data that would be useful for actionable items. Wish it could be personalized and customized to show the data I want each morning. Can’t easily see a company’s “last activity” in a report if said activity was not directly on the record (example on a person or deal attached to the company... in company list views it would show incorrect “last activity”) Permission controls would be great to be more flexible (its all or nothing per user)

Very intuitive and easy to use

Vorteile:

It's indeed a simple platform, very suitable even for non-tech people

Nachteile:

It could have more possibilities to integrate with other solutions

Automates everything!

Vorteile:

I like that you can set up your pipelines to track literally every facet of your business! We have them set up for employee tracking along with growing our business!

Nachteile:

If you accidentally drop people into the wrong column it will send them messages (depending on how you set it up) about the wrong thing and it sometimes duplicates opportunities for each contact and I don’t know why.

Newer User

Kommentare: Overall, it's not a bad system and very helpful for following up on sales activities--essential to the job. It's a very good, basic system. I had previously been trained on salesforce from prior employment, so am accustomed to more efficiency. I loved their charts and graphs, as well as the funnel for production and donut showing levels of call activity. (I like more visuals) Perhaps you have more capability than I am aware of, as I'm not sure I am as well trained as I need to be. I wish there was a tutorial that walked a new user through how to use ALL the features in stages; beginner, intermediate and experienced so that I know I am taking advantage of all that this system has to offer.

Vorteile:

I do like that it allows me to set tasks and follow updates, as well as appointments. Also that this activity transfers to a monthly calendar so at a glance I can tell if I'm on target for activity and quickly project what my signings should be based on activities. Creating my own reports is a real aid to follow up, especially on hot prospects; thus more efficient.

Nachteile:

Not as efficient as it could be. Duplication of files as well as unnecessary duplication of effort (extra keystrokes) which waste valuable time. (ie: you search for a prospect name and it shows no such person, instead of storing that data, the user has to retype it again to add the person to the database. If I add a new prospect and create tasks and complete in same day, I have to add the task, make my notes than go out to homepage, click on prospects name to than mark the task as completed in order for that task to show up on my calendar page...same for events added and completed in the same day. It works fine if I list taks/events on 1 day and work on them on a later date.

A good "basic" CRM.

Kommentare: Overall it's been pretty good. Your response to emails is non-existent and that's frustrating. Information doesn't always save the fist time you input it so you have to input it a second time quite often. It's a good "basic" CRM. I don't like the fact you buried the "Daily Task List" in with all the Deal info. I liked the task list being sent separately to us so it sticks out and is more visible. Right now it's buried with all the other info and often gets overlooked by the reps.

Vorteile:

1) It's Excel on steroids so if you understand Excel, you can learn this for the most part. 2) It's "customizable" to some degree. 3) You can recover deleted info if somebody accidentally deletes it.

Nachteile:

1) No way to filter out notes by person or department 2) Very difficult to track demos by model number of machine. Have to "trick" the system basically to do it which makes it hard to train. 3) Customer service response via email is non-existent. It's "ok" if you call in though usually.

Envizi PD Review

Kommentare: Overall, PD works sufficiently to meet 80-90% of what we need. The lack of logging of data on field changes do make some reporting difficult.

Vorteile:

UI is very intuitive, the excel style dashboard on companies/ deals/ people is great. Its a solid CRM that does most of what you need from a CRM.

Nachteile:

1. PD does not log changes made on the fields, and on some part that it does, it is not easily accessible / extract-able to build a report from. I.e. Qualification status at Company level, can be "To be Qualified" -> "1st Qualification Meeting Done" -> "Qualified in" or "Qualified Out". The fact that PD does log field changes, makes it difficult to report on overtime progress. What can be reported on is limited to the current snapshot. 2. No automatically calculated field for Enforcement. i.e. Deal amount is equal to $X from product A + $X from Product B + $X from product C, it will be great if deal amount were to be changed, PD can prompt a message to enforce that the $X from Product A/B/C is also updated and sums out properly. 3. When creating an Agenda, there is an Agenda Type. Once the Agenda is completed, the Agenda Type detail cannot be retrieved, PD will only show the Agenda Title and Description.

Solid little CRM but with few native integration options

Kommentare: I use it every day, and it gets the job done. I know the job could get done in a much better way if we migrated to something more powerful, but the thought of upending our entire sales process to new software seems like too much effort for the reward - for now at least.

Vorteile:

Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting.

Nachteile:

The core functionality of a CRM is pretty basic, it's just a database with a lot of custom variables (fields) associated to each entry. What makes a CRM powerful (or not) in my opinion is the ability for the software to integrate with other software in your business stack. This is the Achilles heel for Pipeline Deals, as the options for integrations are extremely limited.

Enabling your salesforce without bogging them down in process

Kommentare: Pipelines solves the issue of providing the reps with an easy to use and quick solution to account and deal management whether in the office or on the road which provides no excuse for not adding relevant data as it happens or shortly afterwards resulting in more time to sell and more available data for management.

Vorteile:

Ease of use across all platforms including mobile make the sales reps ability to use this for look-ups, recording notes, task and deal management very simple.

Nachteile:

forecasting is not great from a management perspective, the ability to manipulate the forecast into a hierarchy that goes from rep to manager to VP etc is non existent unless you customize it. Also major account management where you want to have access to political spheres of influence on an org chart for example or interconnected deals can not be done without attachments

Good Stuff Right Here

Kommentare: The only problem I have with Pipeline deals is, there is so much to learn to take advantage of ALL of the benefits of Pipeline Deals. I don't mean in a bad way, I mean I am using Pipeline to the max for what I need it for. I would love to learn more, but time is an issue. Other than that, This is one of the best deal tracking systems I have used. Being in the sales industry for 30 years, that is saying a lot. Oh yeah, your support team Rocks. Our representative is one of the kindest, most attentive person you have working there. You have had her in sales & support, among other things & she NAILS IT every time.
This is big , she actually asks if she could call or email back if she doesn't know the answer off hand (which is almost NEVER) so she can give you good information. LOVE HER. She is AWESOME. Pipeline deals is SOOOO LUCKY she doesn't live in the TAMPA area of Florida or I would steal her from you. Even if it meant losing money. Just to have her on my team

Vorteile:

Easy to use. Custom settings, reminders etc

Nachteile:

Once in a while it slows down a little, some frequent error messages. but nothing major

CRM Review

Kommentare: Overall it's been pretty good. They are responsive when you call and are willing to help you through any issues. They don't always have the answer to the problem....but they do all they can to figure it out when possible. There are probably more thorough CRM's out there......but bang for the buck, I have to think pipeline deals is one of the best "values" out there. Most of the CRM's we looked at had a lot of cool features that nobody would ever use. We didn't want to pay for things our reps weren't going to use.

Vorteile:

It's a great customer data base software. Very easy to use and user friendly. If you know Excel at all....it will be easy to pick up on this.

Nachteile:

Lacks for producing many sales graphs or tracking demos to specific customers. You have to somewhat trick the system for you to know who you demoed to and when.

Success through Pipelines

Kommentare: Very, very positive. I would not have the success we had without this product. It allows for great follow up on leads. I would always tell people to use this product.

Vorteile:

It was written to be user friendly and effective. It is organized and allows the user to use many different options. This customization is very effective. Since I am the only person which does marketing for my company I need something like this to help stay focused. As you know marketing is a hurry up and wait situation so this software allows me to me very effective when I am in that "marketing mode".

Nachteile:

This will sound funny however they always try to improve the software where I honestly believe for me, it is as close to perfect as I will get.

Using Pipeline

Kommentare: Primarily keeping track of leads, where they are in the process, and occasional mail campaigns

Vorteile:

Pipeline is a relatively easy to use platform for CRM, sending out email campaigns etc. Most of us want simplicity when using these and pipeline does provide that. Has just the features and needs that one looks for without being overly complicated.

Nachteile:

I like it but I think colleagues that maybe like features, more tech etc think it is too basic or that one would need another platform to do campaigns like a mailchimp/constant contact. Maybe the platform could be clearer about how that works and whether a company needs to use another mail feature when they can do it all on Pipeline. Im not sure about that.

Affordable Option with a Few Drawbacks

Vorteile:

PipelineDeals is a fairly full-featured CRM at a very reasonable price. While the interface can be a bit convoluted and reporting perhaps more complicated than necessary, the support team is very responsive and the development team seems to continually work on improvements and adding functionality.

Nachteile:

PipelineDeals REALLY needs easier options for finding and merging or eliminating duplicates. This functionality is sadly lacking in what is otherwise a fairly friendly and cost effective CRM, and has been missing since we began using the product several years ago. Discussions with Support Staff have not been fruitful in this being added to the development list.

Pipeline Review February 2019

Kommentare: The benefits I have realized is that this is my CRM. I am able to see all of my clients on one website. This is helpful for me to focus on open deals with to-do lists, have a calendar/agenda of what is due and when, and project how much money we could be making with the deal tracker on my dashboard.

Vorteile:

I like that my client base gets my blasted emails.

Nachteile:

I don't like that my company has only a select few of "Administrators" that have access to our entire database of clients. Therefore it is inefficient, in a sales office, to have a hold on this information. When I look for new business, I have to wait days for the "Administrator" to provide me with if this is open business or another salesperson is already working with them.

Financial Services

Kommentare: Pipeline Deals helps me to keep track of prospects in my pipeline as well as a client log for my current clients. I find Pipeline Deals to be a good overall system for my needs.

Vorteile:

I am in the personal financial services industry so not all of the features pertain to my use, but I still use Pipeline deals extensively for tracking my pipeline, prioritizing my pipeline and for a log to make notes for not only prospects but my current clients. The task feature and the to-do reminders are valuable and time saving.

Nachteile:

I am in the personal financial services industry so not all of the features fit our needs as it seems the software is geared more towards corporate sales.

Great CRM

Kommentare: Lovely experience! I love the flexibility, the views to track deals and tasks, the custom fields,.... it is easy to use.

Vorteile:

It is very flexible, smart, easy to use. It allows us to do a lot of integrations with our tools.

Nachteile:

The Activity section in deals and people: I would love if I can use templates or format the text, and even more important, I would love to be able to search easily (currently I have to keep opening past activities by clicking on "show more" and spend time reading all of them instead of searching by keywords or a date. The second point would be the speed (we have a lot of deals and people, and it takes long to load each view and filter we change)

PipelineDeals Review

Kommentare: I'd say our company has had a good overall experience with PipelineDeals. The pricing is reasonable and we are able to track our business efficiently with few hiccups.

Vorteile:

It is a useful system to keep you organized with reasonable functionality. Deals feature really helps you to keep track of your business and pipeline and where it came from. Setting reminders in the calendar is extremely useful.

Nachteile:

Some issues with functionality once there are too many sources or dropdown options. Issues from that force you to contact customer service, which can be spotty at times due to the process of their customer service with tickets.

Great price, desktop version is excellent, app needs some work

Kommentare: It's been very positive. I started using Pipeline Deals individually, then my company went to it as a whole when seeing the benefits.

Vorteile:

It's clearly made by those who know what is needed in a sales process, especially larger deals with multiple contacts. The reports are excellent as is the amount you can customize the information you need to see.

Nachteile:

I don't like the mobile app at all, in fact, it's virtually worthless. Granted, I may need to check the latest updates and see what improvements have been made. I have a lot of time at my PC and the main thing coming to my phone are appointment reminders.