¿Quién utiliza este software?

Organizations of all sizes, in all industries.

Valoración media

596 reseñas
  • En general 4.5 / 5
  • Facilidad de uso 4.5 / 5
  • Atención al cliente 4.5 / 5
  • Funciones 4 / 5
  • Relación calidad-precio 4.5 / 5

Detalles del producto

  • Precio de partida $25/mes
    Ver precios
  • Detalles de precios 10% discount for customers who pay annually
  • Versión gratuita No
  • Prueba gratis Sí, consigue una prueba gratuita
  • Implementación En la nube, SaaS, web
    Móvil: nativo de iOS
    Móvil: nativo de Android
  • Formación En persona
    En directo en línea
    Seminarios web
    Documentación
  • Asistencia Horas laborables
    En línea

Datos del proveedor

  • PipelineDeals
  • http://www.pipelinedeals.com
  • Fundada en 2006

Sobre PipelineDeals

PipelineDeals is the #1 most adopted CRM for small and midsize businesses, empowering sales teams of 10+ across a breadth of industries to build game changing relationships. PipelineDeals is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today more than 18,000 users in 60 countries use PipelineDeals to gain visibility into their sales pipeline to accelerate opportunities and close more deals.

Funciones de PipelineDeals

  • Almacenamiento de documentos
  • Chat en vivo
  • Escaneado de tarjetas de visita y de identificación
  • Evaluación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de redes sociales
  • Presupuestos y ofertas
  • Previsión
  • Segmentación
  • Sistema de calendarios o recordatorios
  • Gestión de contratos
  • Gestión de presupuestos
  • Gestión de proyectos
  • Gestión de ventas
  • Gestión del tiempo
  • Previsión
  • Programación
  • Seguimiento de clientes
  • Análisis de atención al cliente
  • Búsqueda
  • Catalogación y categorización
  • Chat en vivo
  • Control de respuestas por correo electrónico
  • Gestión del conocimiento
  • Métricas de rendimiento
  • Portal de autoservicio
  • Seguimiento de asistencia al cliente
  • Acceso móvil
  • Almacenamiento de documentos
  • Evaluación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de chat interno
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Presupuestos y ofertas
  • Segmentación
  • Sistema de calendarios o recordatorios

Las reseñas más útiles de PipelineDeals

Pipeline deals for post sales CRM

Traducir con Google Revisado el 5/2/2019
Farhan Q.
Product Operations Manager
Fabricación de productos eléctricos/electrónicos, 13-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
5/5
En general
4 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
4 / 5
Asistencia técnica
4 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: 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.

Puntos a favor: -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.

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

Great for Small Business Sales Teams

Traducir con Google Revisado el 31/3/2016
Joel C.
President
Internet, 13-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña 
Fuente: GetApp
4/5
En general
4 / 5
Facilidad de uso
Características y funcionalidad
5 / 5
Asistencia técnica
5 / 5
Relación calidad-precio

Comentarios: 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.

Puntos a favor: 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"

Contras: 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 !

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