PipelineDeals

Qui utilise PipelineDeals ?

Organisations de toutes tailles, dans tous les secteurs.

Description de PipelineDeals

PipelineDeals est classé n° 1 des CRM pour PME et permet aux équipes de vente de divers secteurs comptant plus de 10 employés de développer des relations stratégiques. PipelineDeals propose une expérience utilisateur conviviale et personnalisable, des fonctionnalités axées sur les ventes et un support client de premier plan. Aujourd'hui, plus de 18 000 utilisateurs dans 60 pays utilisent PipelineDeals pour obtenir davantage de visibilité sur ce qui compte le plus pour leur entreprise : les relations clients.

Informations sur PipelineDeals

PipelineDeals

http://www.pipelinedeals.com

Fondé en 2006

Vidéo de PipelineDeals
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Présentation des tarifs de PipelineDeals

PipelineDeals n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de PipelineDeals est disponible à partir de 25,00 $US/mois.


À partir de

25,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement et prise en charge de PipelineDeals

Ressources d'aide

  • Support en horaire de bureau
  • En ligne

Déploiement

  • Cloud, SaaS, web
  • Mobile (iOS natif)
  • Mobile (Android natif)

Formation

  • Formation présentielle
  • Formation en ligne en direct
  • Webinaires
  • Documentation

PipelineDeals - Fonctionnalités

  • Collaboration
  • Gestion de contenu
  • Gestion de la formation
  • Gestion des contacts
  • Gestion des documents
  • Gestion des leads
  • Gestion des objectifs et des quotas
  • Gestion des offres
  • Gestion des performances
  • Gestion des présentations
  • Gestion des réunions
  • Gestion du territoire

Logiciels d'aide à la vente : afficher la liste complète

  • Accès mobile
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Génération de leads
  • Intégration des médias sociaux
  • Intégration du chat interne
  • Intégration du marketing automation
  • Lead scoring
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • e-mail marketing

Logiciels de CRM : afficher la liste complète

PipelineDeals - Alternatives

Plus d'alternatives à PipelineDeals

Avis sur PipelineDeals

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Note moyenne

Facilité d'utilisation 4,3
Service client 4,5
Fonctionnalités 4
Rapport qualité-prix 4,4

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Écrivez votre avis !
Michael F.
Business Development Manager
Services environnementaux, 11-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 07/04/2020

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

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 07/04/2020
Joel C.
President
Internet, 11-50 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    Sans note
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Source : GetApp
  • Publié le 31/03/2016

"Great for Small Business Sales Teams"

Commentaires: 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 !

  • Source de l'avis 
  • Source : GetApp
  • Publié le 31/03/2016
Utilisateur vérifié
Product Manager
Entreposage, 51-200 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4 /5
  • Facilité d'utilisation
    3 /5
  • Fonctionnalités
    4 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    7/10
  • Source de l'avis 
  • Publié le 12/01/2021

"Pipeline deals is easy to use and customizable"

Commentaires: Overall, PipelineDeals was acceptable and is more ideal for small to medium sized businesses, however, in the end we moved to Salesforce since we were looking to solve more than Pipeline offered.

Avantages: -Reporting tools are robust
-UI is easy to use and setup; Very familiar to those that use excel
-Support over the phone is free for users
-14 day free trial

Inconvénients: -Limited integrations, but more are being added such as Google apps, Mailchimp, and quickbooks online
-Online user community is not very active

  • Source de l'avis 
  • Publié le 12/01/2021
Larry S.
CFO
Services financiers, 11-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    3 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 28/04/2020

"Sales in our office is all about Volume"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par PipelineDeals le 29/04/2020

Hi Larry, thank you for writing a review. We value your feedback.

  • Source de l'avis 
  • Publié le 28/04/2020
Terry B.
Marketing Representative
Télécommunications, 11-50 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    4 /5
  • Facilité d'utilisation
    3 /5
  • Fonctionnalités
    3 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 05/02/2019

"Experiences With PipelineDeals"

Commentaires: 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.

  • Source de l'avis 
  • Publié le 05/02/2019