For easy onboarding, Pipedrive offers a 14-day free trial and Salesforce offers a 30-day free trial. Both platforms offer contact and lead management, customization, reporting, and built-in automation.
Salesforce’s pricing starts out at $25 monthly per user (if billed annually), which is significantly more expensive than Pipedrive’s plans beginning at $14.90 per user, per month (if billed annually). While Salesforce has more advanced features suited for companies and enterprises, it’s more complex and difficult to use compared to its competitor.
Pipeline Management
When it comes to pipeline management, Pipedrive and Salesforce share some similarities.
Pipedrive lets teams organize deals by sales stage, so they can easily pinpoint their main priorities. Pipelines are also fully customizable and adaptable to your unique sales processes.
Similarly, Salesforce enables the creation of custom sales stages that reflect the unique processes of your business. For the most part, it’s easy to handle most aspects of your business from lead creation to closing opportunities.
Third-Party Integrations
Pipedrive and Salesforce both support a large variety of third-party integrations. The main difference is that Salesforce supports more than 3,000 third-party integrations, while Pipedrive only integrates with around 350 apps. If you’re a large organization with teams that require an extensive list of integrations, then Salesforce is the better option.
Reports and Analytics
Pipedrive and Salesforce have reporting and analytics capabilities. You can get real-time sales insights and deal insights through customizable and user-friendly dashboards.
Pipedrive has a 15-report limit per user on the Essential Plan. You’ll be able to track opportunities through deal reports, as well as understand high-converting sales activities with activity reports. However, revenue forecasts and custom reports are not available on its most basic plan.
Salesforce has customizable reports and dashboards to help businesses make informed decisions. However, advanced reporting features and forecasting capabilities are only available in more premium options.
Mobile App
Both Pipedrive and Salesforce offer mobile apps available on iOS and Android devices.
Pipedrive’s mobile app allows users to access their CRM data on the go. Users will be able to see upcoming meetings, collaborate with team members and track calls or emails anytime and anywhere. It can also connect and sync with popular tools including Google Maps, Gmail, WeChat and Microsoft Outlook to improve your workflow.
Similarly, the Salesforce mobile app lets users close deals, collaborate with their teams, get in touch with customers and deliver personalized marketing messages from anywhere in the world. Plus, it comes with the AI-powered Einstein Voice Assistant that can help you make data-backed business decisions.