The two major cloud-based CRM platforms – Pipedrive and Salesforce.com – have both been around for a long time, but they are becoming increasingly similar to each other in their functions and user experience. These two companies are not only similar in how they work but also in their user base. We compare the differences between Pipedrive and Salesforce so that you can choose which one is best for your business.
A CRM (Customer Relationship Management) is software that allows you to manage your customer relationships. It helps you track, organize and interact with customers by allowing them to communicate with each other through automated methods such as email communication or phone calls.
In addition to tracking the contact information of clients, it also keeps records of the interactions between people so they can be easily accessed later on when needed.
Discover the differences between Pipedrive and Salesforce so that you can make a wise decision on which one to use for your business.
Salesforce has a wider feature set than Pipedrive. In addition to listing contacts, it also allows you to create groups of contacts and assign work tasks, track expenses and calculate taxes. If your business deals with online transactions such as payments or donations through websites, then this is the best platform for you! On top of that, it offers several tools that allow you to manage all customer interactions from different channels (email marketing campaigns, event management etc.) on one single dashboard. Salesforce also automatically monitors the social media accounts of your clients and offers tools to monitor their online activity.
Pipedrive, on the other hand, focuses more on creating an automated customer relationship management system for businesses that are looking for a simple user interface combined with powerful features such as contact lists and tasks creation. It is designed primarily for small business owners who want to keep track of incoming orders and outbound sales from customers' public profiles through email communication or phone calls.
The most important difference between these two platforms, though, lies in terms of pricing plans: Pipedrive has four different packages which are designed to fit different requirements of professionals ranging from a small business owner who needs to manage several clients on one single dashboard, all the way up to an enterprise solution for large businesses with dozens of customers. On top of that, Pipedrive has set aside certain packages specifically for startups and freelancers so they can get their own accounts at no cost!
Pipedrive vs Salesforce: The implementation process
Whether you choose Salesforce or Pipedrive depends heavily on your current situation in terms of customer relationship management system integration. If you are just starting out as a new freelance software designer/ developer, you might want to start with Pipedrive and build your own custom solutions on top of that. If you are a bigger company, for example, if one of your departments is looking for an ERP or CRM solution, then Salesforce would be the best fit due to its huge selection and the number of integrations available at the onset.
Pipedrive Vs Salesforce: Pricing plans
If all you need is a simple customer relationship management system that will allow you to manage several clients in one place while still maintaining complete control over their information (email marketing campaigns etc.), then Pipedrive is the way to go. It has very well designed pricing plans which allow you to try it out for free in a couple of days, evaluate its features and then decide if it is worth paying for or not – all without any commitment whatsoever!
The main difference between Pipedrive's different packages lies in their prices: For example, there are two "freemium" plans called Starter Plan and Professional Plan; while the latter starts at $200 per month (then goes up from there) with some additional fees depending on your usage amount. The other big price difference comes when you need more advanced features such as Merchant Integration or Custom Reports.
Salesforce's pricing is more complicated and can get quite expensive when it comes down to some advanced features, so make sure that you look at their packages carefully! However, if all your needs revolve around creating leads (to be directed further on), managing existing clients and sending emails, then Pipedrive might be a better option – simply because it offers much less complex pricing options which don't have any hidden fees in them! And since everything is stored entirely online and you don't need to download anything from your computer, that's a huge plus!
Salesforce vs Pipedrive: Support & customer service
The only thing which might come as a bit of an issue is the fact that your data will be hosted in their servers. So if things go wrong (which they sometimes do), then it can cause some trouble when trying to contact them – but these issues are usually solved very quickly, so I still believe this shouldn't be too much of an issue for most people.
The choice between Salesforce and Pipedrive isn't an easy one – they both offer some really cool features that are sure to help your business in the long run.
However, I do think that if you're just starting out or haven't been using a CRM for very long (some 2-3 years), then it's best to go with something much simpler like Pipedrive since its setup is so simple! Even though there might seem like no difference at first glance, once you start working with them for a few months and get used to their functions, we have seen significant differences which show just how much CRM's have progressed in the last few years.
So if you're still on the fence about which one to choose, then I really recommend doing some research and seeing what others are saying as well – with many people praising Salesforce as being easier to use than Pipedrive! But it also depends very much on your organization, so make sure that you take all of this into account before making a decision.
When it comes to choosing between Salesforce or Pipedrive, the differences are, of course, going to be very specific. Looking at their features is one thing, but there are also a lot of personal preferences that play into these kinds of decisions, so I'll go through some things you should think about before making your final decision:
To be completely honest, it's not always an easy decision. On the one hand, you have Pipedrive, which offers many of the features that Salesforce does but without all the bloat and extra costs associated with them (which is great for penny-pinching small businesses), while on the other hand, you have Salesforce, which offers a complete service at a much higher price tag!
There are also some major reasons why both platforms can actually be better depending on what your needs are, especially if:
Analytics is an essential part of any CRM software (although some would argue that's not the case at all!), so it's important to consider things like how easy they are to use and what kind of reporting you have access to. Pipedrive features a number of different reports which can be accessed through their interface, although as with anything here, this depends on whether your account has been upgraded or downgraded, in my opinion!
Basic Report is a very basic report with the most common metrics such as leads and sales.
Advanced Reports are much more in-depth reports that have the additional granularity to them (e.g. by region) but also allow you to drill down into certain areas, which can be useful for larger companies or those who need access to more detailed data, although I personally only use this when I am working on an important project!
I particularly like Pipedrive's ability for me to see how my different campaigns are doing at any time of day/day of the week via their Sales Dashboard. With this feature, I am able to create specific reports with the potential to be shared across my sales team and give me a more in-depth insight into how any campaigns are going for me!
In conclusion, Pipedrive is a great tool for small businesses and startups looking to manage their customers' information, but it's certainly not the best system out there. I would consider this more of an intermediate or advanced service when compared with many of its competitors, who offer much simpler tool sets similar in functionality (e.g. HubSpot). The base package isn't as good as what Pipedrive does on paper, so you will definitely need to upgrade if your company needs something that goes beyond basic lists!
If you're looking to connect with contacts across your entire revenue operations (Leads, Prospects, Existing, and Churned Clients), Cliently would be a great way to engage at scale. Sometimes multiple tools can leave blind spots in who's engaging, how they're engaging, and when to engage. This is where Cliently could benefit you the most.