One of the most fundamental aspects for any company or business is the relationship established between them and their customers. Currently, with the changes that have been generated in the digital ecosystem and in the culture of consumption, a renewed importance has arisen in this area. In this way, the need of companies for solutions that allow them to provide added value to the consumption experience of their customers is greater.
That said, customer relationship management tools , CRM for its acronym in English, have become indispensable in the credit of companies. Based on this importance, we have seen how in the digital ecosystem we can find a wide variety of these platforms. However, many of these have different approaches, which benefit some specific aspects of each business to a greater or lesser extent.
CRM Comparison: Pipedrive vs. Salesforce
We have already commented on the importance of these management tools for companies today; And taking this into account, we have decided to bring a comparison of two of the main CRM offers in the market. In this case we are talking about Pipedrive and Salesforce, these two platforms exemplify the difference between the various customer relationship management platforms and their varied approaches. Likewise, we will make a comparison based on its functions, advantages, disadvantages and point of focus. In this way, you will have a base to choose the one that best suits the needs of your business. More interesting articles to be posted on daily basis.
Let’s start with the younger of the two tools, Pipedrive was born in 2010 by Timo Rein, Urmas Purde, Martin Henk, Ragnar Sass and Martin Tajur. The idea of this platform arises from the need for a tool that “adapts to the needs of people who make real sales” . Thus, the software created by Pipedrive focuses on prioritizing the needs of sellers; in this case, from more than 100,000 companies from around 175 countries.
Pipedrive is conceived as a complete tool, although its feature of favoring sellers gives businesses a greater development in this aspect. With which it allows you to boost your conversions and leads, managing to close around 28% more cases on average . Even so, to the same extent, this implies a smaller range of action for work teams by leaving aside other areas of business such as marketing, labor relations, etc.
Among the different functions presented by Pipedrive we find the management of prospects, automation of sales processes and the generation of advances and reports regarding campaigns . It also has email campaign management functions and integrations with various services, which reinforce its approach to sales.
- It allows closer communication and customer management with chatbot, call and email solutions.
- Optimize resources and time invested with its automated processes.
- Ensure process safety with a strong safety net
- Limited support in some aspects.
- Integration focused on SMEs (can also be an advantage).
- Feature offerings are limited on basic plans.
We have spoken with Pipedrive and they have offered us for our readers a 30-day free trial, plus a 20% discount on the first year from the following link:
Now we come to Salesforce, this CRM is one of those with the longest track record in the market, being active since 1999. Starting from its pioneering character in the world of customer relationship management, it is among one of the most used tools in the digital ecosystem with a portfolio of over 150,000 clients .
Contrary to the offer presented by Pipedrive, Salesforce has a series of products that fully cover the different procedures that take place in companies and businesses. In this way, its Customer 360 software allows the integration of all the departments that take part in a campaign, thus managing to automate and optimize its processes. However, all of these facilities have their counterpart, and the fact is that the incorporation of Salesforce as a CRM tool demands a greater technical effort and requires a team trained in its use in order to take full advantage of its functions.
On the other hand, due to the diversity of its functions and services, the Salesforce platform does not have specific subscription plans.
- It has an intuitive and dynamic interface to adapt to new generations and equipment.
- It guarantees ease of use once integration has been achieved and staff have been trained.
- Its extensive catalog makes it ideal for large and medium-sized companies, covering its different departments.
- The costs are variable and scalable due to its customization, so it is necessary to maintain a budget dedicated to this tool.
- Due to its breadth of functions it can be difficult to manage for very small companies without defined departments.
- It demands a training process for the users of the tool, creating a greater investment for it.