Pipedrive vs Salesforce

Pipedrive and Salesforce are popular CRM software that have been adopted by businesses; small and medium to large enterprises. If you are in the market for a CRM solution to strengthen your sales process, this post will help you take an informed decision by highlighting some of the key factors based on which, CRM software (for small business) should be selected.

Salesforce

Ease of use

Ease of use is important for any modern app. Traditionally Saleforce has been lagging in this area, However their latest lightening UI provides a viable solution in terms of UI. When you log in, the dashboard presents wide range of report widgets that provides a bird’s-eye view of how the revenue. Sales reps can also view real-time summaries of their performance and customer data. The dashboard can also be customized to show you data related to wide range of key metrics — from sales quota and pipelines to key opportunities, leaderboards and more.

There is a simple navigation at the left hand side. Each tab is separated into the categories, such as Home, Contacts, Accounts, Leads, Campaigns, Opportunities, Forecasts Files and more. As part of the dashboard’s customizability, you can also reconfigure each tab or add your own as per your preference.

Some of the areas such as pipeline management and deal settings demand higher learning curve as there are multiple steps involved in the process.

Features

Salesforce has plethora of features and integrates with many third party apps. If something is not available, then the Salesforce marketplace allows to purchase the add-on to fit your business process flow. However, this very fact makes it cumbersome and costly for small businesses. Key features:

  • Contact management
  • Lead tracking — from campaigns and marketing acquisition channels to the sales pipeline
  • Deal evaluation and quotation tools
  • Sales forecasting
  • Reporting tools
  • Team collaboration with access to associated files, reports, data sources, leads and more
  • Workflow automation
  • Mobile App

Limitations: A big concern for small business owners is that there are additional costs associated with using Salesforce beyond its core capabilities. For instance, third-party apps that require additional licenses or accounts, such as Data.com, aren’t part of Salesforce’s pricing plan. You’ll end up paying for those services on top of the already expensive Salesforce subscription.

For small businesses, Salesforce’s biggest strength is also its weakness. Because of the robustness of the CRM app, it can be a good choice for larger businesses and at the same time it can be overwhelming for small companies that don’t need such an exhaustive software solution.

Pricing

Given below is the pricing of Salesforce which limits usage of feature and differentiates in terms of customer support apart from locking the customer for a year.

Lightning Essentials

(up to 5 users)

Lightning Professional

 

(unlimited team size)

Lightning Enterprise

 

(Additional customization options)

Lightning Unlimited

 

(Power users with priority support)

25 USD/user/month (billed annually) $75 per user (billed annually) $150 per user (billed annually) $300 per user (billed annually)

Pipedrive

Ease of use

Pipedrive is known for its simplicity and usability. The on-boarding comes with a guided tour where the app prompts you to perform various basic activities like deal and contact creation. Although it can be considered as a good sales pipeline management tool, it lacks holistic approach towards the needs of a small business.

Features

Pipedrive was built with the philosophy that majority of the features are not used by sales personnel. Hence, this it came up with basic functionalities; however, over time the features have grown to accommodate the needs of bigger companies as well. Given below are the key features

  • Pipedrive is based on sales pipeline and the activities are closely tied with deals to ensure that the deals move from one stage to another. You can manage sales pipeline and contacts as well as use the data import/export functionality.
  • Integrations: There are 80+ third party apps integrated with Pipedrive which portrays the extent of dependency on other apps in order to set up the business process.
  • Email tracking: Email tracking is quite important for salesperson — it allows your team to keep track of the conversation for quick reference while carrying out sales activities to close the deals.
  • Pre-built reporting and sales forecasting
  • Mobile apps
  • Customization options

Pricing

Here is the pricing of Pipedrive that restricts you from using certain features based on the plan:

Silver 

(Smart BCC email)

Gold

 

(Full email sync – send and receive email)

Platinum

 

(Phone support and private storage)

10 USD/user/month (billed annually) $24 (billed annually) $63 per user (billed annually)

Why TeamWave is a better alternative for small businesses

TeamWave is built by a small business for small businesses worldwide. Our mission is to provide a unified platform for collaboration, sales & marketing to small businesses at an affordable price. TeamWave offers a complete software suite of essential apps required to run a small company, i.e., CRM, project management, people management & more.

TeamWave’s CRM offers the following features while ensuring great usability:

  • Visual sales pipeline which offers pre-built sales stages along with option to configure as per your company’s business process. Robust contact management functionality along with import/export tool.
  • Activities tied to the deals that comes with reminders
  • Email integration
  • Goal set up to help your team achieve their sales targets.
  • Third party app integration including Google apps and Zapier
  • Free API access for additional customization and integration
  • Sales forecasting
  • Sales automation (creating deals and contacts via emails)
  • Pre-built reports to track deal closure, performance of the salesperson and sales activities
  • Mobile app
TeamWave’s visual sales pipeline

Apart from the above-mentioned features, because of TeamWave’s software suite, the native project and people management apps provide additional benefits. Here are the key advantages:

  • Important files can be copied from deals to projects (example: requirement document) with a few clicks. This comes handy when you commence project delivery after winning a deal.
  • In the HR app, if you add someone as the reporting manager of a sales rep, then the reporting manager will be automatically added as a deal follower whenever the sales rep adds a new deal. This fosters collaboration and helps in progress tracking.

Finally, all these apps are not differentiated based any tiered plan. The pricing is simple and straightforward — all the users get to use all the features and apps (pricing is only based on the number of users). 

Comparative view of the pricing for 10 users in case of annual subscription plan:

teamwave salesforce pipedrive

Takeaway

TeamWave delivers essential software suite required for any small business while ensuring robust set of features and superior user experience. And all this comes at a fraction of the cost you’d pay for the other alternatives.


teamwave-projects-crm-hrms

 

Pipedrive Alternative

Pipedrive CRM is popular among small businesses because of its design and ease of use. While Pipedrive is a good sales pipeline management tool, TeamWave is a complete platform to manage &  streamline everything (including sales) in your company: Project Management, CRM & HR.

Why TeamWave is the leading Pipedrive alternative.

1. Focus on Small Business
Pipedrive has raised funding (venture capital) of $14 million. Typically, for a funded company the only focus area is the “MRR” (Monthly Recurring Revenue) and their preference is to go after larger companies/accounts that provide larger revenues. Unfortunately, small businesses may not be a priority.

In July, 2016 they introduced two new pricing plans. From the Pipedrive blog:

Image Border Editor: https://www.tuxpi.com/photo-effects/borders

It is quite evident that the focus on helping small businesses has been diluted. In order to project multi-fold growth, they have to concentrate on larger accounts that contribute more to their revenue.

Pipedrive’s tired pricing is primarily based on the type of email integration a customer would choose. The basic plan doesn’t have two way email sync feature despite customers asking for it:

automatic-deal-creation-sales-automation

He needs a simple solution to automatically create deals, contacts and link them, when his team sends emails to prospects. Pipedrive offers that via Zapier’s email parser – which means additional cost and time. At TeamWave, we’re committed to simplicity! We offer out-of-the-box solution for sales automation via emails – set up a simple email rule to automatically create deals, contacts and link them. Check out our product update post to learn more.

TeamWave is a bootstrapped company, built by a small business for small businesses. We eat our own dog food. That helps us stay focused on helping customers rather than providing ROI to investors. Our mission is to provide a unified platform for collaboration, sales & marketing to small businesses at an affordable price.

We understand the pain points of a small business (not just sales, but all the processes). Our experience of best of breed apps actually reduced productivity and increased total cost of ownership. TeamWave provides an integrated suite of business apps (Project , CRM and HRM) with superb user experience and simple yet powerful set of features.

“As an Entrepreneur, it is painful to have too many applications to monitor the progress of my team. So, having almost all the necessary features on one application is the main reason why we chose to use TeamWave.”

– Varun Umesh CEO & Founder, Zysk Technologies

2. Price

Pipedrive’s pricing starts from $12/user per month and goes up to $75/user per month. These plans differ according to the feature you can use and the storage you’d need.

pipedrive-pricing-plans
Pipedrive Pricing

TeamWave has a straightforward pricing – $3/user per month. If you choose annual subscription, the pricing is $2/user per month. All plans get all the features and apps – absolutely no restriction.

teamwave-price
TeamWave Pricing

Here is the cost comparison for a company with 10 employees:

teamwave-vs-pipedrive-price

3. Application Suite

TeamWave is an integrated suite of business apps, which means you get Project Management, HR and CRM apps. Here are some of the benefits:

  • Sales and Projects: Important files can be copied from deals to projects (example: requirement document) with a few clicks. Comes in handy when you commence project delivery after winning a deal.
  • Sales and HR: In the HR app, if you add someone as the reporting manager of a sales rep, then the reporting manager will be automatically added as a deal follower whenever the sales rep adds a new deal. This fosters collaboration and helps in progress tracking.

Here is a sneak peek of our upcoming feature:

We’ll be providing tighter integration of CRM and project management app to help you directly convert won deals into project and smoothly transfer all the required files.

Pipedrive doesn’t offer Project and HR management app. You’d need to integrate third party apps to get this done and end up spending additional cost along with time!

4. Familiarity

Those who have tried out Pipedrive, will feel right at home with our visual sales pipeline, list view, timeline view, contact management, customisation options and reports.

teamwave-crm


teamwave-projects-crm-hrms

Best-of-Breed SaaS Applications are Failing Small Businesses

Our parent company is a web development/design agency. Over the years, we’ve used best-of-breed SaaS applications to help us manage our cross-functional teams, clients and business process.

When we needed to manage leads & sales pipeline, we used Pipedrive. Then we needed a tool to invoice clients and track their payments, we used FreshBooks. Then we needed something to help us manage projects & collaborate with clients, we used Basecamp. As we grew, we found ourselves going over budget on projects so we started time and budget tracking, we used Harvest. Finally our marketing team wanted automation, we used HubSpot.

We found ourselves using and paying for 4 or 5 apps; each solved a specific problem well, but lacked a holistic approach to business management. Working with multiple apps built by different companies can be challenging for a growing company; especially when apps don’t play nicely with each other. In-fact our experience of using multiple applications is that it leads to reduced business efficiency & higher costs over a period of time.

SaaS Vendors

Here are some major issues:

  • Different apps made by different companies deliver different experiences. This impacts data consistency & design consistency.
  • As your company (and data) grow, your information is divided between different tools. Contacts in one place, invoices in another, project milestones somewhere else, conversations here, accounting reports there, the confused and disjointed list goes on.
  • This also means you can’t reuse information from one place in another. For example; you can’t use client feedback/testimonials (added in the project) for evaluating quarterly employee performance (in HRIS)
  • Departments in an organization (sales, support, dev & marketing) are never on the same page. Its a classic case of; the left hand doesn’t know what the right hand is doing
  • Total Cost of Ownership is high. You pay for each tool, training & support. And sometimes integration cost too.
  • Integrations can be painful & expensive.

Bottom-line: Collaboration & productivity tools for small business are broken. A different approach is necessary to streamline business management and make it more efficient.

We are attempting to solve this problem with TeamWave – an integrated suite of business apps.