Über Pipeline

Die meisten Vertriebsleiter sind der Ansicht, dass Geschäftsergebnis und Wachstum durch ungenaue und unvollständige Vertriebsdaten beeinflusst werden. Wähle ein CRM, das dein Verkaufsteam tatsächlich verwendet, damit du Geschäftsentscheidungen auf der Grundlage von Daten treffen kannst, denen du vertraust, und nicht aus einem Bauchgefühl heraus. PipelineDeals ist das am häufigsten eingesetzte CRM mit 83 % Nutzerakzeptanz, verglichen mit 61 % Akzeptanz bei Salesforce oder Dynamics 365 (validiert durch G2Crowd).

PipelineDeals ist ein leistungsstarkes CRM, mit dem du Abläufe rationalisieren, Prozesse standardisieren und sicherstellen kannst, dass Service-Levels eingehalten werden. Stelle die Unternehmenskultur auf absolute Rechenschaftspflicht und Transparenz um. Schaffe bessere Prozesse, Gewohnheiten und Verhaltensweisen. Steigere Umsatz und Profitabilität.

100 % Zufriedenheitsgarantie oder 30-Tage-Geld-zurück-Garantie. Es ist so sicher, dass du vom CRM von PipelineDeals begeistert sein wirst, dass du zu 100 % innerhalb von 30 Tagen nach Kauf dein Geld zurückbekommst, wenn dem nicht so ist. Ohne Rückfragen.

Preisoptionen ab:

$ 29,00/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Typische Kunden

  • Freie Mitarbeiter
  • Kleine Unternehmen (2–50)
  • Mittelgroße Unternehmen (51–500)
  • Großunternehmen (500 und mehr)

Einsatz

  • Cloudbasiert
  • On-Premise (vor Ort)

Märkte

Australien, Kanada, Vereinigtes Königreich, Vereinigte Staaten

Unterstützte Sprachen

Englisch

Preisoptionen ab:

$ 29,00/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

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Funktionen

Gesamtzahl der Funktionen von Pipeline: 64

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Anpassbare Felder
  • Anpassbare Vorlagen
  • Aufgabenmanagement
  • Aufgabenplanung
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • CRM
  • Chancenmanagement
  • Daten-Import / -Export
  • Dokumentenspeicher
  • E-Mail Marketing
  • E-Mail-Management
  • E-Mail-Vorlagen
  • Echtzeit-Aktualisierungen
  • Engagement-Tracking
  • Erinnerungen
  • Gebietsmanagement
  • Gemeinsame Kontakte
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Kalender-Synchronisierung
  • Kalenderverwaltung
  • Kampagnenanalysen
  • Kampagnenmanagement
  • Kommentare / Notizen
  • Kontakt-Datenbank
  • Kundendatenbank
  • Kundenspezifisches Branding
  • Lead Segmentierung
  • Lead-Distribution
  • Lead-Erfassung
  • Lead-Pflege
  • Lead-Qualifizierung
  • Leistungskennzahlen
  • Live-Chat
  • Marketing-Automatisierung
  • Mobiler Zugriff
  • Pipeline-Berichte
  • Pipeline-Management
  • Planungs-Tools
  • Prognose
  • Quellen-Nachverfolgung
  • Rollen-basierte Genehmigung
  • Sales-Pipeline-Management
  • Segmentierung
  • Social-Media-Integration
  • Suchen / filtern
  • Terminplanung
  • Umsatzentwicklung-Analyse
  • Verkaufsberichte
  • Verkaufsprognose
  • Vertrags-/Lizenz-Management
  • Vertriebsaußendienst-Management
  • Vorlagen-Management
  • Workflow-Management
  • Zielmanagement
  • Zielsetzung / Nachverfolgung
  • Zugriffskontrollen / Berechtigungen
  • Zugriffsquellen-Verfolgung

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Salesforce Sales Cloud

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Nutzerbewertungen

Gesamtbewertung

4,4 /5
(616)
Preis-Leistungs-Verhältnis
4,4/5
Funktionen
4,0/5
Bedienkomfort
4,3/5
Kundenbetreuung
4,4/5

Hast du Pipeline bereits?

Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Zeigt 5 von 616 Bewertungen
Michael
Gesamtbewertung
  • Branche: Umweltdienstleistungen
  • Unternehmensgröße: 11-50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

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

Bewertet am 7.4.2020

Overall, this was the solution my company needed. We had used Salesforce long before I was on...

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.

In Betracht gezogene Alternativen

Zoho CRM

Warum Pipeline gewählt wurde

Cost was too high on Salesforce.

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Pipeline

It seemed to have a better user experience
Farhan
Gesamtbewertung
  • Branche: Elektrische/elektronische Fertigung
  • Unternehmensgröße: 11-50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Pipeline deals for post sales CRM

Bewertet am 5.2.2019

Our company uses Pipeline deals for Post sales CRM. We have a lengthy post sales process which...

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.

Vorteile

-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.

Nachteile

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

Joel
Gesamtbewertung
  • Branche: Internet
  • Unternehmensgröße: 11-50 Mitarbeiter
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung

Great for Small Business Sales Teams

Bewertet am 31.3.2016

My company has used Pipeline Deals since around the time they started. We were a very early...

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 !

Mason
Gesamtbewertung
  • Branche: Automotive
  • Unternehmensgröße: 2-10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

User-friendly

Bewertet am 22.8.2022

Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way...

Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way that you can customize it

Vorteile

The functionalities on pipeline very customizable you can use this for track and sales you can also use this afternoon customer converts

Nachteile

You have to have accurate data if not you have to build it out and then it’s time consuming

In Betracht gezogene Alternativen

Pipedrive

Warum Pipeline gewählt wurde

Looking for something different

Zuvor genutzte Software

Salesforce Service Cloud

Gründe für den Wechsel zu Pipeline

Price
Terry
Gesamtbewertung
  • Branche: Telekommunikation
  • Unternehmensgröße: 11-50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Experiences With PipelineDeals

Bewertet am 5.2.2019

My job as the Marketing Adviser is to schedule appointments for my team. I have only used...

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.

5 von 616 Bewertungen angezeigt Alle Bewertungen

Pipeline Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Pipeline.

Pipeline bietet folgende Kostenpläne an:

  • Ab: $ 29,00/Monat
  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

Pipeline hat die folgenden typischen Kunden:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

Pipeline unterstützt die folgenden Sprachen:

Englisch

Pipeline unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

Pipeline kann in folgende Anwendungen integriert werden:

123FormBuilder, Bedrock Data, Bitium, Callmaker, Geckoboard, Gmail, Google Calendar, Google Docs, Google Drive, Google Workspace, Help Scout, INinbox, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, Operations Hub, Quickbooks Online, RightSignature, Userlike, WebMerge, Yesware, Zapier

Pipeline bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, Wissensdatenbank, Telefon-Support, Chat

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