PipelineDeals

PipelineDeals

Sales Productivity Platform

4.4/5 (590 avis)

PipelineDeals - Présentation

Most sales leaders believe their bottom line and growth is affected by having inaccurate and incomplete sales data. Choose a CRM that your sales team will actually use so you can make business decisions based on data you trust, not a gut feeling. PipelineDeals is the most adopted CRM with 83% user adoption, compared to 61% adoption by Salesforce or Dynamics 365 (validated by G2Crowd).

PipelineDeals is a powerful CRM to help you streamline operations, standardized processes, and ensure service levels are being met. Shift culture to absolute accountability and transparency. Create better process, habits, and behaviors. Increase revenue and profitability.

30-Day, 100% satisfaction guarantee or your money back. We're so confident you'll love PipelineDeals CRM, that we're offering a 100% money back guarantee within 30-days of purchase. No questions asked.

Prix

À partir de
$25/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, Europe, Royaume-Uni, États-Unis

Langues

anglais

PipelineDeals - Avis

Note globale
4.4/5
90% d'avis positifs
294
Excellent
239
Très bien
48
Moyen
7
Médiocre
2
Horrible
Traduire avec Google Translate

Pipeline deals for post sales CRM

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 05/02/2019
Provenance de l'avis : Capterra

Our company uses Pipeline deals for Post sales CRM. We have a lengthy post sales process which includes customer installation of our hardware, online training for customers, subscription renewals with customers and warranty follow ups with clients.

In order for us to make our product successful for each customer, it is very important that our team proactively reaches out to the customers regularly to help them out with our product. With each customer attended properly, it results in subscription renewals and product success. Pipeline deals made it an easy task for us. We can schedule our follow ups and add activities in the activities tab every time an interaction takes place. We can also add our custom options and update them on pipeline deals (e.g warranty dates, training status, customer satisfaction level etc). It is easy to see which customers need to renew each month by applying filters.

Avantages

-The ability to create custom filters and tabs and then search for customers depending on those.
-Ability to quickly add activities and then review status or import the entire thing to an excel sheet.
-The support has been very helpful. When setting up our helpdesk on Freshdek, we needed all our deals and data organized for us. Pipeline deals support helped us on getting the data in the right format and at the right time.

Inconvénients

Our helpdesk is running via freshdesk. We are unable to link freshdesk tickets to our deals on pipeline deals.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Traduire avec Google Translate

Great for Small Business Sales Teams

Publié le 31/03/2016
Provenance de l'avis

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.

Avantages

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"

Inconvénients

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 !

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Traduire avec Google Translate

Experiences With PipelineDeals

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 05/02/2019
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Traduire avec Google Translate

It's a bit manual but does what it says on the tin.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 12/02/2019
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Traduire avec Google Translate

Overall PipelineDeals Review

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 05/02/2019
Provenance de l'avis : Capterra

We use PipelineDeals to manage incoming new business leads / potential clients. We typically get new requests and then input the information all at once into each category (which is cumbersome—i would love to be able to open person/company/deal as one step, as i have lots to copy/paste into the forms—it would help to have all that possible at once as I get the information piecemeal from emails, linkedin, etc.)

Avantages

I do like the way I can split out my incoming client roster by deal, person, or company. I appreciate that I'm able to create upcoming tasks based on any of those categories.

Inconvénients

I find the way deal/person/company is split out into tabs (and otherwise into a table view) to be cumbersome. I think some deep, clever, interesting, strategic user experience based on how real people would like to use this kind of tool would be key for bringing PipelineDeals to the next level. I also do like that i can bring in LinkedIn bios into PipelineDeals with a Chrome extension, but I do wish two things: 1) i could do that for companies as well as individual people, and 2) i could be offered a way to edit the info quickly before i submit it into PipelineDeals. Example: i use Evernote, and the plugin allows me to choose a page to grab, but before it's done it allows me to change the name of the note, add tags, etc.

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit

6.0/10

PipelineDeals - Prix

À partir de
$25/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

14-day free trial, no credit card required.

Start: $25 per user, per month (billed annually)
Develop: $33 per user, per month (billed annually)
Grow: $49 per user, per month (billed annually)

Custom plans are also available for larger teams.

PipelineDeals - Fonctionnalités

  • API
  • Champs personnalisables
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration CRM
  • Modèles d'e-mails
  • Modèles personnalisables
  • Notifications automatiques
  • Rappels automatiques
  • Rapports et statistiques
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

  • Base de données de clients
  • Intégration de tiers
  • Intégration des e-mails
  • Intégration des médias sociaux
  • Intégration mobile
  • Paiements électroniques
  • Rapports personnalisables

Plus d'informations sur PipelineDeals

PipelineDeals - Principales fonctionnalités

  • Calendar
  • Custom Color, Branding and Subdomain
  • Customer Relationship Management
  • Customizable Deal Stages and Custom Fields
  • Customizable Lead Status and Sources
  • Customizable Note Categories and Tags
  • Customizable Reporting
  • Deal Tracking
  • Document Storage
  • Email Insights and Analytics
  • Email Marketing Integration
  • Email Tracking
  • Google Apps Integration
  • Lead Management
  • Lead Tracking
  • Native iPhone & Android Apps
  • Outlook Integration
  • Sales Pipeline Tracking

Avantages

  • Create 100% custom deal stages to match your sales process and how your sales reps actually sell. Get visibility into your business's sales pipeline, see exactly where each prospect is in your sales process and use forecasting tools to understand which deals are stuck and which are scheduled to close and win by sales rep.

  • Add unlimited custom fields for contacts, deals, and companies to your CRM so your business has the flexibility to capture and report on any type of data that is useful to your business. Set fields as optional or required to improve compliance.

  • One version of truth - Centralize all pre and post sale customer activities from siloed data sources and systems, to single point of entry. Make business decisions based on data you trust, not on gut feelings.

  • Free up skilled talent resources & get actionable & timely insights - Build infinite types of charts and graphs in minutes, not weeks. Save hours and days pulling data from multiple sources and trying to make sense of it all. No data scientists or engineering skills needed. Free up skilled data science talent resources for other business critical initiatives. Make better and faster decisions, proactively address business problems instead of react to fires.

  • Cut your operating expenses - Save big on total cost of ownership of your CRM. Save over 50% on per user monthly license compare to Salesforce and save $99k+ a year on CRM admin. As business needs evolves, ongoing customizations will continue at some level post initial CRM implementation. Making ongoing changes is super intuitive, fast, and does not require specialized skills or a 3rd party vendor.

  • Go Mobile - Take advantage of our dedicated apps for iPhone and Android. Update your deals, record activities with your clients, and map to your prospect's workplace on-the-road.

  • All customer data is protected, SOC 2 certified - Unlike with spreadsheets, all customer data in your CRM is centralized in one place and is always up-to-date, so that you can protect and restrict access to your company's most valuable asset when employees leave.

  • World Class Live Technical Support - Free US based live technical support from our team of CRM experts over the phone, email, and online chat. We're an extension of your team! Calls are answered in
    10 seconds, live chats are answered in 20 seconds, emails responded to within 20 minutes during business hours. 96% Customer satisfaction rating!

  • PipelineDeals - FAQ

    Voici quelques-unes des questions fréquentes sur PipelineDeals.

    Q. Quels sont les types de licence disponibles pour PipelineDeals ?

    Types de licences disponibles pour PipelineDeals :

    À partir de: $25/mois

    Type de licence: Abonnement

    version d'essai gratuite: Disponible

    14-day free trial, no credit card required.

    Start: $25 per user, per month (billed annually)
    Develop: $33 per user, per month (billed annually)
    Grow: $49 per user, per month (billed annually)

    Custom plans are also available for larger teams.

    Q. Quelles sont les principales fonctionnalités du logiciel PipelineDeals ?

    Fonctionnalités du logiciel PipelineDeals :

    • Calendar
    • Custom Color, Branding and Subdomain
    • Customer Relationship Management
    • Customizable Deal Stages and Custom Fields
    • Customizable Lead Status and Sources
    • Customizable Note Categories and Tags
    • Customizable Reporting
    • Deal Tracking
    • Document Storage
    • Email Insights and Analytics
    • Email Marketing Integration
    • Email Tracking
    • Google Apps Integration
    • Lead Management
    • Lead Tracking
    • Native iPhone & Android Apps
    • Outlook Integration
    • Sales Pipeline Tracking

    Q. Qui utilise PipelineDeals ?

    Utilisateurs habituels du logiciel PipelineDeals :

    Entreprises de taille moyenne, PME

    Q. Dans quelles langues PipelineDeals est-il disponible ?

    Langues dans lesquelles PipelineDeals est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour PipelineDeals ?

    Types de licences disponibles pour PipelineDeals:

    Abonnement

    Q. PipelineDeals prend-il en charge les appareils mobiles ?

    Appareils pris en charge par PipelineDeals :

    Android, iPhone

    Q. Avec quelles applications PipelineDeals peut-il s'intégrer ?

    Applications s'intégrant à PipelineDeals :

    ActiveDEMAND, Akita, Bedrock Data, Bitium, Freshdesk, Grow, Help Scout, Mailchimp, PieSync, QuickBooks Online

    Q. Quelles sont les ressources d'aide disponibles pour PipelineDeals ?

    Ressources d'aide disponibles pour PipelineDeals :

    Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo

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