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Pipeline CRM
Was ist Pipeline CRM?
PipelineDeals ist führend unter den CRM-Anbietern für mittelständische Unternehmen und befähigt Verkaufsteams mit mindestens zehn Mitarbeitern in einer Vielzahl von Branchen zum Aufbau bahnbrechender Beziehungen. PipelineDeals basiert auf einer nutzerfreundlichen und anpassbaren Nutzererfahrung, vertriebsorientierten Funktionen und führendem Kundensupport und -service. Heute nutzen mehr als 18.000 Nutzer in 60 Ländern PipelineDeals, um einen Einblick in das zu erhalten, was ihr Unternehmen antreibt: die Beziehungen zu ihren Kunden.
Wer verwendet Pipeline CRM?
Für Unternehmen aller Größen in allen Branchen.
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Pipeline CRM
Bewertungen über Pipeline CRM
Easy to use CRM
Kommentare: We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level. Its very easily adaptive and the interface itself is very clean. Offers great reporting features as well. We are also using Pipeline Deals as our daily task management system and it let us very easily manage our followups and daily to'dos
Vorteile:
We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level.
Nachteile:
Nothing as such. As for now, we are very much satisfied with PLD and it covers most of all our requirements.
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 !
Experience user
Kommentare: Overall experience with Pipeline deals would be in the middle of satisfy and unsatisfied. If the issues that I can across were handle with more concern and fixable, then I would be 100% satisfy. I feel that the issues I can across will not be fixed and this is why I am 50/50.
Vorteile:
Pipeline Deals has the right idea when it comes to a CRM for small businesses. What I liked most about this software is how well it works with Excel. Some people look at excel data sheets and get overwhelmed. Pipeline deals shows your data in a more friendly, easy to read and understand your data. It allows you to manage your contacts, emails, sales, calendar, meetings, etc. All of your work in one place which makes managing your sales easier, and connect with your customers on a more personal level, this allows you to meet your clients goals, needs, and wants.
Nachteile:
Pipeline deals has an error message that reads, You've reached the 10,000 record display limit. Set filters to narrow your results. This is not helpful at all for anyone. Pipeline deals is not compatible with an old outlook app, and outlook calendar does not sync with pipeline deals, this is inconvenience and hard to keep up with syncing pipeline deals calendar to the outlook calendar. I dislike the fact that you have to use an IMAP outlook account. Pipeline deals does not allow you to track emails when you add people to your cc, it only allows you to track one email contact at a time, unless you create a campaign, which in most cases, we rarely do this. Pipeline deals customer support line only limit to basic knowledge on how to do something, if there is a technical issues beyond that, the C.S.R then needs to create a case and have someone get back to us, and in most cases, the technical person can not help.
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.
It's a bit manual but does what it says on the tin.
Kommentare: Overall, PipelineDeals works well as a manual CRM system, however, it is very easy for the system to become a mess of conflicting information as third party integrations and automation for menial tasks are close to non-existent. This means that unless users are incredibly reliant on quality control of their data and input, which as human error comes into the process becomes difficult to manage effectively. A suggestion would be to have the system pick up and associate new client contacts with the business domains and suggest in the system where the person should go, rather than defaulting to creating a company that doesnt exist which then has to be manually edited to the correct company.
Vorteile:
Journey mapping throughout the deal process was clear and easily traceable throughout the sales cycle. Clear indications of the health of leads as well as the ability to integrate events and notifications into your workflow were definitely a plus point.
Nachteile:
Integration with third-party applications and software is minimal, support is unfortunately only localised in the US so international clients will have significant delays in customer service. Automation is also severely limited, forcing users to be very manually focused in their day to day tasks where other service providers have the ability to automate menial tasks through the platform to increase the time spent on productive work.