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Deb Mayberry

Marketing Enthusiast at Marketing Satchel

Deb Mayberry owns her own business and knows the importance of getting the word out there. She loves learning about marketing and teaches what she learns to others here on Marketing Satchel.

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• Pipedrive vs Salesforce - October 22, 2020

Last Updated on January 5, 2023 by Natalia Bickell

What exactly is Pipedrive & Salesforce?

They are both CRM platforms that enhance daily activities and help businesses scale by closing more sales.

CRM is an acronym for Customer Relationship Management and it is a software platform that gathers all customer information and your company’s information in a centralized place. It helps organizations (big or small) to improve efficiency, share data with coworkers and management in real-time, enhance customer satisfaction, helps improve productivity to ultimately increase higher sales

Making a decision between the two can be a daunting task because of the number of services they provide, so I hope I can help you with a decision.

Main Differences Between Pipedrive vs Salesforce:

The main differences between Pipedrive vs Salesforce are:

• Pipedrive has 14 days free trial, whereas Salesforce has 30 days free trial
• Pipedrive pricing starts as low as $12.50 /month/ user, whereas Salesforce starts at $20.00 /month/ user
• Pipedrive’s ideal number of users is 1-499, whereas Salesforce users range from 2 to 1,000+

Similarities Between Pipedrive and Salesforce are:

• Pipedrive & Salesforce are both CRM Platforms with cloud hosting, automation, contact management, and email integrations to name a few.
• Pipedrive & Salesforce both have mobile APPS
• Pipedrive & Salesforce both have dashboards with Real-Time Information on your business activities

For more specifics, here is a comparison of both. I suggest you print this out and highlight what you like to see which one gives you the best bang for your buck.

Pipedrive

Pipedrive is a Customer Relationship Management system that provides the tools needed to Manage Sales. The software prioritizes deals, tracks performance, and predicts revenue.  Two co-founders started the business on June 1, 2010, and the business is located in New York, NY.

Pipedrive Price Packages

Pipedrive includes 4 pricing packages with 2 variants.

Variant 1 is for Annual Billing at a discounted price. The four packages are Essential, Advanced, Profession, and Enterprise which range from $12.50 to $99.00 / month. They are billed monthly.

Variant 2 is for Monthly Billing and is not discounted. The package labels are the same as variant 1 and the prices range $15.00 to $99.00 month that is locked-n when you sign-up for monthly.

Add-ons are offered for an Upsell

Lead Booster costs $32.50 /month billed annually- it consists of toolsets for getting more leads and includes Chatbox and LiveChat interaction plus a Prospector database consisting of 400M profiles to help you find new leads.

Web Visitors cost $41.00 / month billed annually- it identifies who visited your website, how they found you, what they perused, and for how long. It helps give you an insight into understanding what your visitor’s interests are.

Pipedrive Features & Benefits

Pipedrive Pros & Cons

Pipedrive claims that Pipedrive users close an average of 28% more deals after their first year

How does Pipedrive work?

There is a 4-step process for setting up Pipedrive:

1. Set up your pipeline stages- You can choose a template or customize the stages based on the actions you normally take to receive and close deals.
2. Focus on sales actions-Instead of thinking about the finish line – the sale –schedule your sales activities (phone calls, meetings, emails) and let Pipeline remind you as your sales momentum goes. focus on the actions that get you there.
3. Track progress towards goals with Real-Time Reports- Pipedrive monitors your sales activity performance. It provides real-time report activities that show if you are on track to meet your target goals and it calculates your average conversion rate to help you plan accordingly.
4. Optimize and grow- Administration and redundant tasks are done automatically with their integration tools.

Pipedrive News

Pipedrive won the 2020 Best Overall CRM Solution MarTech Awards

Client Feedback

“As a long time user of SFDC and other CRMs, I love the simplicity and intuitive nature of Pipedrive…” – Ryan Roberts Founder & CEO, Bustld, LLC

“Pipedrive mixes features and design that allows our team to streamline our operations…” – Michael LiedtkeEngineering Manager, Escrow.com

Salesforce

Salesforce is a CRM cloud-based centralized software that is designed for customer service, marketing, and analytics. It integrates other business functions, such as proposals, contracts, and invoicing.  It was created March 1, 1999, by 3 co-founders, it is on the [NYSE CRM] and their headquarters are in San Francisco, CA.

Salesforce has the following large assortment of Price Packages

All prices are USD/user/month (billed annually) unless stated otherwise.

Here is a list of their packages:

1.Work.com

Helps employees return to work safely, supports communities, residents, agencies, and minimizes potential health risks.

This package consists of 5 pricing options that range from $5 to $200.

Depending on your needs, Work.com has various pricing packages that include:

• Workplace Command Center– managing the complexity of re-opening your business and getting employees back to work safely in the COVID-19 environment
• Shift Management- streamline shift scheduling to promote employee safety
• Contact tracing for Employees- track health and relationship contacts safely and securely
• mytrailhead for employees– scale employee onboarding, supercharge productivity, increase user adoption, and cultivate a company culture
• Employee Survey Response Package- continue collecting employee insights across all meaningful touchpoints.

Additional Add-On is also available at extra cost.

2.Small Business

This is a powerful and affordable CRM package for small business that consists of 4 pricing options ranging in price from $25 to $1,250.

• Essentials- sales and support app
• Sales Professional- complete sales solution
• Service Professional- the complete customer service solution
• Pardot Growth- marketing automation for any size team

• Essentials- sales and customer support…up to 10 users
• Professional- complete CRM…no user limit
• Enterprise- customizable CRM for sales & service coverage
• Unlimited CRM for sales and service

Additional Add-On is also available at extra cost.

5. Service Cloud

6. Marketing Cloud – B2B Marketing Automation

7.  Commerce Cloud

• B2B Commerce
  • Starter- selling online
  • Growth- selling online with multiple storefronts, channel orders, and your customers will get a single view
  • Plus- a complete transformational package
• B2C Commerce
  • Starter- launch & grow your commerce business
  • Growth- deliver commerce experience for growth
  • Plus- create AI commerce experience

Additional Add-On is also available at extra cost.

• • Starter- extend sales, service, and marketing with custom apps
  • Plus- digitize business processes for any department

Additional Add-On is also available at extra cost.

9. Experience Cloud

• Customer Community- build connected customer portals, service communities plus help centers.
• Partnership Relationship Management- boost partner sales with Sales Cloud PRM
• Lightning External Apps Plus- build custom portals for brokers, dealers, and partners. Integrate external systems and uncover data to help drive your business forward

10. Enablement

11. Quip

13. Integration

• Gold- Core features to get started with APIs and integrations.
• Platinum- Advanced features to support deploying across the enterprise.
• Titanium- Unleash the full power of your enterprise with mission-critical features and priority support.

14. Industries 

• Financial Services Cloud-  for financial services with 3 pricing options that range in pricing from $150 to $450
  • Professional- Complete CRM for financial services
  • Enterprise Edition- Customizable CRM for financial services
  • Unlimited Edition- Unlimited CRM for financial services
• Consumer Goods Cloud- Keep goods flowing to any store with 4 pricing plans that range from $50 to $300
  • Contractor- Visit planning, routing, and onsite audits for use by external contractors.
  • Merchandiser- Our edition for visit planning, routing, and onsite audits.
  • Field Sales- Uplevel core features with added functionality to capture orders in-store.
  • Strategic Sales- Supercharge productivity and drive sales with AI.
• Health Cloud- Connect the care experience with the #1 patient and member relationship platform with 2 price plans that range between $300 & $450
  • Enterprise- Out-of-the-box CRM for healthcare and life sciences
  • Unlimited- Unlimited CRM power and support for healthcare and life sciences.
• Manufacturing Cloud – Provide transparency and predictability across the ecosystem with 2 price packages that cost $225 & $375
  • Enterprise- Out-of-the-box CRM for manufacturing companies
  • Unlimited- Unlimited CRM power and support for manufacturing companies.

Salesforce Features & Benefits

Salesforce Pros & Cons

Salesforce claims that users see +26% more deals.

Salesforce News

Salesforce Positioned as a Leader in the Gartner Magic Quadrant for Digital Commerce for the Fifth Consecutive Year 

Client Feedback
“Wonderfully Easy to Use”~ Bo Walker, Admissions
“Best for Effective Outreach!” ~ Maria Lopez, Admissions Counselor

FAQs

Alternatives w/ links

Cooper- is CRM software that helps reduce manual data entry, it’s integrated with mail, it automates sales activities, and contains account management features. Pricing starts as low as $19.00/ month/ user.

Zoho– is a CRM software that helps run your entire business with 40+ integrated applications. Pricing starts as low as $12.00/ month/ user

Hubspot Sales Hub – provides tools to boost productivity, increase turnaround time, and provides a personal touch to the sales process starting at $40.00 /month

Final Thoughts

Both Pipedrive and Salesforce are exceptional platforms for any size business. They both have comparable capabilities.

Both are easy to use, have customization ability, focusses on sales leads to closing deals. Pipedrive’s pricing packages start as low as $12.50 /month per User and the options offered simplified making it easier to decipher and determine which option to use.

Whereas Salesforce’s pricing packages are meaty starting as low as $20.00 / month per user, with most of them offering 3 level pricing options and multiple options within the options…plus add-ons.

Salesforce is designed for large organizations and does provide more functions that hone in on specific business needs that Pipedrive falls short of. Pipedrive is simple and focuses on small teams and gives you more.

It really depends on the needs of your business and how much you are willing to spend on a CRM platform that will deliver your organization’s exact requirements.