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Unlimited Access to All Features including Mobile
Full Offline Capability
Accounts, Contacts, Leads, Opportunities Unlimited
Pipeline & Archive Management
Tasks, Appointments Unlimited
Document Storage 2 GB
Alerts & Notifications
Built-in Internal Messaging
Accounts and Contacts Auto Profiling
Automatic Task Scheduling
Visual Buying Center
Visual Org Chart
Dynamic Velocity View
Dynamic Opportunity Timeline View
Dynamic Target Views
Target Multiple KPIs
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
I really love using Pipeliner. It has made my life so much easier!andnbsp; The functionality is spot-on. It gives us greater visibility of what is happening per team, per sector, per campaign we are running.andnbsp; It's really easy to use and powerful on the screen in meetings. I particularly like being able to jump from view to view and also the velocity option.andnbsp; I find the Navigator really good too, especially for summarising overdue tasks and the upcoming activities bar at the right hand side, makes planning even easier. The support is also excellent, my contact Todd is always available for any queries. His knowledge of the tool is first class and he has helpful suggestions to make everything run smoother. Recommended!
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:
This is the Microsoft Dynamics of the CRM world. Software made to sell itself, meaning if someone demos it to a CEO, they'll be massively impressed. A CRM is as good as it's usage by salespeople. This CRM struggles to get that.
Thursday 22 May 2014
Pipeliner is the first CRM application to really link method with process. The method is the logical sequence of events in the customers buying steps, and how this translates into what the sales organization does to move an opportunity forward.More about Pipeliner CRM
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
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