There are a host of different CRMs available – many of them are hard to configure, and even harder to get acceptance by sales staff and other users. This article briefly explains how Pipedrive really is different from other CRMs, both in philosophy and use.
As you see in this quadrant from Capterra, Pipedrive is up there in terms of Rating and Popularity. So, there are plenty of enthusiastic customers who use and support Pipedrive. As Pipedrive Partners in Brisbane, Melbourne and Auckland, we explain its key differences.
The Pipedrive creators had two main objectives right from the start, and their main objectives haven’t changed in the years from then to now:
a. to have a system that is actually used by Salespeople
b. to have their users achieve improved sales through activity-based actions
What Pipedrive isn’t
A full-on, all things to all people, fully customisable platform. Pipedrive is pure CRM, in the traditional meaning of CRM: customer relationship management. Many other CRMs do a multitude of other things, like service and customised integrations. In comparison, Pipedrive is relatively simple to set up.
Despite having a CRM-only bias, Pipedrive still integrates with such things as (please note this isn’t the complete list):
a. Email and Calendars
c. Online meeting platforms (Teams, Zoom, Meet)
Definitions and Timing
a. Leads: In most CRMs, a Lead is someone you haven’t yet qualified, including information such as the person’s name and company. In Pipedrive, a Lead is considered to be an early-stage Deal or Opportunity, so you can input a value, and People and Company details are immediately split out into the separate modules.This can be confusing to those evaluating CRMs, as the fundamental terminology is different between CRM suppliers.
b. Deals: a Deal is just a qualified Lead (see the default Stage, below). The main difference is that the Pipeline bar appears at the top of the page, and you can add Products to automatically update the value of the Deal.
c. Activities: All activities are shown in a simple list – red ones are overdue. Salespeople just click the Done button to close activities off.
Setup and Customisation
Pipedrive’s setup is incredibly straightforward.
a. General Setup: There are only a few items. Other CRMs have dozens or even hundreds
For example, in Deals, you can modify the layout of the Deal or the Pipelines, from within the Deal module itself.
How A1CRM can help you get started
When all is said and done, there is a huge range of CRMs out there. A1CRM is the only certified Pipedrive CRM reseller in Brisbane, and we also have branches in Melbourne and Auckland.
You may want to try implementing Pipedrive, yourself – it’s easy enough. But if you need guidance, training, or advanced functionality, like integration with your accounting system, get in touch with us on 1300 437 540 or email@example.com, and have an obligation-free chat.
In conclusion, if you are considering implementing a CRM or have questions about whether it’s the right time to get a CRM for your business, contact us today – your expert Pipedrive Partner in Brisbane. Our team of CRM specialists at A1CRM can guide you through the process and help you make the right choices to achieve your business goals.
This blog was written by A1CRM, an Australian CRM consultancy, specialising in business process mapping and implementation. Our offices are in Brisbane and Melbourne, Australia, and Auckland, New Zealand.