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User review of Pipeliner

Make the Right Choice with Pipeliner CRM

- by Mark Komba

USER SATISFACTION

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

PROS & CONS

What are the best aspects of this product?

It has allowed technology to take its place in sales which allows sales representatives and the marketing department to achieve the set targets and objectives.

What aspects are problematic or could work better?

The Pipeliner CRM has a lot of features that may require some time for people to be conversant with them. It may also require the trainers to be close with the trainees for them to understand them.

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

I would like to see the pipeliner integrated with various social media platforms in an attempt to ease the work of the sales representatives.

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

Increase in the number of sales for the different products at the company.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I use it myself

How long have you been using this product?

Trial/Demo only

COMPANY DETAILS

What is your company size?

11-50 Employees

What is your industry?

Insurance

USAGE & IMPLEMENTATION

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?

just me

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

mostly B2C

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 allows us to automate out sales and marketing related processes
  • It offers us detailed analytics that lets us plan our future strategies more efficiently

PRICING & COSTS

What was the cost of implementing this product?

Free

What is your total annual cost for using this product?

$100

How long is your contract with the vendor?

1 month

Did you get any discount for this product? How much?

No

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
5
amazing
Customer Management
5
amazing
Task Management
4
very good
Contract Management
4
very good
Pricing Management
3
ok
Email Marketing
4
very good
Order Management
5
amazing
Campaign Management
4
very good

Analytics

Reports
5
amazing
ROI Analytics
4
very good

Integrations

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

Customer Service

Call Center Tools
5
amazing
Issue Tracking
5
amazing
Support Portal
4
very good
Knowledge Base Management
5
amazing

General Features

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