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PipelineDeals is an easy and helpful CRM software in the cloud. PipelineDeals is an app that allows its users to maintain their sales pipelines. Sales... Learn More
Sales Pipeline Management
Activity and Sales Reporting
Google and Outlook Integrations
Unlimited Leads, Contacts, Deals and Tasks
Unlimited Document Storage
Dynamic Custom Fields
Amazing Customer Support
Email Automation and Acceleration
Trackable Email Campaigns
Email Templates and Analytics
225 Customizable Fields
Agent productivity tools
Self-service customer portal
Desk.com mobile app
Reports and analytics
40 partner apps
Desk Connect for Salesforce
Advanced case management
Service contracts and entitlements
Communities for Service
Social Customer Service
Live video chat
Workflow and approvals
Sales workflow integration
Unlimited custom apps
24/7 toll-free support
Unlimited access to 100 admin services
Unlimited online training
Mobile customization and administration
Additional data storage
This is an excellent value Customer Relationship Management tool, previously we used Sugar (CRM) however this was very costly was just too big for us. We just wanted a simple to use CRM that would allow us to track and move customers through the pipeline.andnbsp; This tool allows us to see what stage the lead or customer is and the potential value of the deal. As an administrator, I can quickly see which salesperson is actively using and updating and who is lagging behind. The system is really easy to use and is adaptable to allow us to change titles, deal stages, etc.
I think it's fair to state that if you are a startup, you have to move along to find another software to manage your Sales process. Simply because this a huge system, that has a lot of experience built into, big community (but not so organized and the responses from Salesforce is what you'd expect from a dinosaur) and a huge marketplace to look for apps. If you are a startup, you need something easy to maintain, something that you can setup and start using it right then and there. None of this is found in Salesforce. But it is one of the most flexible systems I have every known. If you have money to pay for the Enterprise Edition. We have the Pro Edition and meets our needs half way. That's the way it works that version, almost anything you need to do has a sign on it that says "If you want this, move to EE.". Very frustrating, but if you have a bit of imagination, you can find a way to work around those problems and use most of it.
They liberated the workflows for Contracts, a bit limited for our needs, but serves the purpose of verification and authorization of contracts. The Reports are the most flexible feature they have, along with the custom fields. Dashboards are a great way to communicate metrics and create operational boards. Not really the system, but they have a huge marketplace to look for apps, with the ability to extend greatly the features of SF.
I have experience with Pro Edition. So:
Wednesday 31 December 1969
PipelineDeals offers a simple and intuitive solution to help businesses get organized around their business’s lifeline of future revenue. Whether you are a big business or aspire to be one, PipelineDeals can help you manage and track your sales pipeline resulting in more closed deals. Part customer relationship management (CRM) software, part sales tracking, part lead tracking all wrapped into a super simple interface, PipelineDeals provides a great choice in the hosted CRM software market.More about PipelineDeals
Sunday 08 March 2015
I've used this app primarily while conducting marketing efforts. It has been particularly valuable to me as I previously had to contact one of my analysts in the office to provide information on upcoming meetings/contacts. Now, I am able to easily pull the data and log info myself - cutting out the middleman.More about Salesforce Service Cloud
Monday 24 October 2011
If customer service record keeping has historically been a thorn in your side then this app should provide a pretty instant cure and a saving on sticky notes as well. With good simple looking screen pages, staff members will also appreciate a move forward that should benefit all concerned.More about VentureBox Assist
Monday 24 January 2011
The bottom line about Pipeline Deals is that if you’re looking for a very affordable, attractive, and reasonably powerful sales CRM platform, Pipeline may do the trick. With the 30-day trial offer, it’s worth setting up an account and trying it out with a few test accounts. They’re constantly making updates to the platform, so keep an eye open on their blog and customer updates to see how they evolve over time. However, if you’re handling large volumes of customer leadsandprospects and don’t have sales people to actually get to those people, Pipeline may just not be the right tool for your needs.More about PipelineDeals
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