The core objective of a CRM software is to build and improve customer relationships. And for businesses to accomplish this, the CRM software must provide relevant context about prospects to help sales teams have meaningful conversations, and also help nurture leads to closure. Pipedrive is far from meeting this objective.
If you’re looking for a Pipedrive alternative that can help boost your sales team’s productivity and enhance customer relationships, look no further.
Your sales reps are pressed for time. And your CRM software should make their job easy so they can focus on building quality conversations and closing deals. While talking to leads, salespeople need context such as the pages they visited, the features adopted, the emails opened and clicked, etc. All this information gives salespeople the context to make meaningful conversations with prospects—a major ask from many Pipedrive users.
Freshsales allows you to track a lead’s behavior on your website, in-app, and email, and also set lead scores based on these insights. Pipedrive not only lacks the ability to provide context about the lead’s buying signals but also depends on third-party integrations to know if their leads are hot, warm or cold.
When you scale your business by geography, business size, or product lines, you’d want to assign leads to right sales reps. Moreover, you also want your sales reps to attend to the leads faster when they are warm and have a high intent to buy.
With Freshsales, you can create a systematic sales territory management plan to organize your team and have leads automatically assigned to them in a round-robin. By auto-assign leads, your sales reps can get in touch with leads quickly and increase the chance of a conversion. Pipedrive lacks the capability to create sales territories and set lead assignment rules.
When you’re generating reports you want flexibility. Pipedrive’s standard reports allow for basic data extraction. But if you’re a sales manager looking for data points unique to your business, you want the freedom to dive deep and create new, custom reports. The reporting feature in Freshsales offers this flexibility. Choose from more than 25 out-of-the-box reports to get started. Or, create your own advanced reports using data across different modules like the industry you are closing the most or the number of accounts you closed in a particular month. You can export reports as a CSV or PDF file, and even schedule it to be sent to your inbox at regular intervals.
Sales prospecting is one of the activities that eat up the majority of a sales rep’s time. And with Freshsales, you can automate this outreach process. The CRM software allows you to stay on top of your follow-ups, tasks, appointments by setting up sales cadences—email sequences, call reminders, and follow-up tasks. Pipedrive integrates with a third-party tool to achieve this.
Freshsales also allows you to set up campaigns based on the recipient’s behavior. For example, you can setup onboarding email campaigns based on the prospect’s actions on your product or service. Or, create a campaign to set automatic call reminders for those who expressed interest. The CRM also tracks email open, click, reply, and bounce rate, an indicator to check if your email subject line and copy resonated with your prospects, and improve your message where required.
The biggest advantage of Freshsales is that it is a part of the Freshworks suite of business software. So you get native integrations with customer support software (Freshdesk), modern messaging software (Freshchat), collaboration software (Freshconnect), and built-in phone software (Freshcaller). By integrating Feshsales with Freshdesk, Freshchat, Freshconnect, and Freshcaller, you can keep all your data in one ecosystem.
Pipedrive lets you integrate with helpdesks, but these are third-party integrations across companies, servers, and different security protocols.
“Pipedrive had limited capabilities; we weren’t able to easily track our customer journey end-to-end and spot our best leads. With Freshsales, the interface is straightforward, we get deeper visibility into our sales pipeline and we’re able to generate powerful reports — in one hassle-free package.”