Paperflite vs. Pipeliner CRM

The sales team uses constantly all the sharing features. We share Collections and share individual assets as well to our distributors. They consume our catalogs, price guides, delivery timeline schedules, and much more. For every content, I know the granular level of consumption that is occurring. I no longer have to make any guesses based on content. I am able to schedule follow-ups based on real time content.

Pipeliner CRM is amazingly flexible to your business model. For example, in addition to tracking movement of leads through your sales pipeline, Pipeliner CRM can be used to track internal processes, like RFQ and RFPs through your organization. It's highly adaptable across your organization.

• Paperflite simplifies storing content in a single repository, giving content structure within an organization. By creating streams you are able to segregate content based on the content structure your organization has planned out.
• Oftentimes the content created by marketing is not used by sales for lack of discoverability/finding of content. With Paperflite every asset is easily discoverable by a simple search feature. Paperflite does an in-content search as well, giving in-depth results and ensuring no asset is left unseen

• Clear and easy visualisation of Sales Process
• Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
• Reporting into pivot table is also easy and very useful
• Mobile app has always been very good and easy to use since 2015

• Nothing to mention, at this point but sometimes it takes a little more time to add assets to a collection. Not too sure if it's the internet connection or just a glitch on the website.
• What problems are you solving with the product? What benefits have you realized? The analytics feature has helped me understand how my content is performing and make changes to it accordingly. The ability to create a personalized content experience for each of my prospects makes it even more better.

• Pipeliner CRM needs to create a video chat room where you can see exactly where your employee is working in the field.
• Pipeliner CRM needs to integrate a command where a user can use his voice to command what he wants.

Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.

I find it very easy to understand and use

Incentivized

I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.

Have been very prompt in their responses. They know the product extremely well to respond precisely to the posted queries. Not just that, they are extremely proactive in providing quality suggestions and teach ways to improve the overall user experience when using the product. You give them your problem statement, and they'll come up with innovative ways to address it.

Incentivized

The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.

With Paperflite, the analytics provided are much more insightful compared to DocSend. Paperflite's content intelligence helps understand how content is performing with each prospect. Easy accessibility with Paperflite, cause we can use it on a phone or IPAD and not just from desktop

I will always select Pipeliner CRM because it is very flexible, easy to work with, data capturing is at its best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training.

• Paperflite's user experience is great and with its key features, it becomes an essential tool for teams
• Content Management: Have all our collaterals under one place for teams to discover easily
• Content Experience: The ability to create personalized experiences for prospects has helped increase engagement.
• Content Analytics : We've been able to understand the ROI our content brings.

• As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
• The visual tools allow those "no good deals" to be spotted and resource usage limited.
• A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.