Flockjay vs. Pipeliner CRM

Flockjay is particularly appropriate for training new insurance agents (especially when it comes to learning from real examples through recordings of the best calls!) creating structured learning paths for insurance products and negotiation skills, etc. flockjay is perhaps less appropriate for some when you need a simple platform just to share basic documents or the like, such as a CRM

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Pipeliner CRM 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. This really helps in the [execution] of the task in our organization.

• I can appreciate the level of detail available in the consumption reports to allow me to validate progress per learner
• The platform is user-friendly, and most of my participants feel that it is simple to navigate to find the assets they are searching for in the just-in-time training
• The exam functionality and visibility for my managers to partner with me in the onboarding experience is key.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

• Some of the canned display features would be great to turn off (side bars like the related content take up screen space in hubs or pages that really need a full screen view)

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.

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.

It has an amazing UI. Also with a easy learning curve, it is pretty easy to understand and use. It took us a week to get used to the platform as such. I love how easy it is to streamline your tasks.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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.

Flockjay is the solutions we went with because it offers a complete package for our sales team. We felt that whilst the other solutions could help the team with training, we felt that Flockjay could help the team engage better due to the interactive learning and real-time feedback. Unlike SalesHood, Flockjay is more personalised and engaging. Also compared to Seismic or MindTickle, Flockjay’s focus on teamwork means we learn from each other, not just from the platform. Ease of use is also important, it keeps us engaged and learning all the time

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It seems to have positively impacted internal adoption of sales procedures.
• MAU (monthly active users) has dropped precipitously in the customer community compared to our previous LMS. We can't get people to signup for the new platform.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.