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User review of Pipeliner

Best Pipeline Tool for Sales Professionals

- by Anonymous Reviewer

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
4out of 5
very good

PROS & CONS

What are the best aspects of this product?

Great visualization of data, allowing real-time management of opportunities vs. targets.

What aspects are problematic or could work better?

It would be great if the reports I created would drop in my inbox periodically.

What features/services would you like to see in future versions of this product?

Email automation of created reports.

What specific problems in your company were solved by this product?

Realtime pipeline management. Taking actions about opportunities before it is too late.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I manage other people who use it

How long have you been using this product?

1-3 years

COMPANY DETAILS

What is your company size?

More than 100 Employees

What is your industry?

Information Technology and Services

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

Yes

What software did you use before?

Microsoft CRM

Why did you decide to change it?

Difficult to use

Are you satisfied with the change?

Yes

How did your company implement this product?

on premise

How long did it take to set up this product?

less than 1 month

How many people in your company actively use this product?

most employees

What is the primary use of this product in your company?

mostly B2B

EFFECT ON BUSINESS GOALS:

How did using this product affect your business goals?

  • It allows us to store and organize information about our customers in a more efficient way
  • It allows us to solve our customers problems faster and in a more efficient way
  • It allows us to synchronize customer data between departments and teams
  • It offers us detailed analytics that lets us plan our future strategies more efficiently

PRICING & COSTS

How long is your contract with the vendor?

1 year

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
5
amazing
Customer Management
5
amazing
Task Management
4
very good

Analytics

Reports
5
amazing

Integrations

API
4
very good
Calendar & Contacts Sync
4
very good
Export & Import of Data
5
amazing
Available Integrations
4
very good
Social Network Integration
5
amazing

General Features

Collaboration Features
4
very good
Dashboard
5
amazing
Overall Performance
5
amazing
Access & Role Management
5
amazing
Mobile Support
5
amazing
Customization
5
amazing
Security
5
amazing