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Case studies

Davis Group

SUMMARY

  • Davis Lighting supply lighting solutions to the construction industry with more than 1000 clients in 10 countries
  • Sales teams in Singapore, Malaysia and Australia 
  • Supply to more than 2,500 projects 
  • Davis has Sales, manufacturing, R&D and maintenance teams 

CHALLENGE

  • Davis came to Motii with a clear vision of what they wanted to achieve and highly capable teams 
  • Motii was tasked with turning the vision and processes into something that would work in Pipedrive without overcomplicating the process
  • Davis’s sales teams across the 3 countries operated separately with different processes 
  • Reporting was not centralised 
  • Sales forecasts needed to be more accurate
  • Sub-contractors, builders, architects, specifiers and end-clients all needed to be tracked to determine success rates of individual suppliers 

SOLUTION

  • Migrate teams from excel and other systems onto Pipedrive
  • The decision was made to bring the Singaporean and Malaysia teams into a single Pipedrive instance
  • While the Australia team was kept separate due to the different requirements of the Australian market 
  • Ensure standardisation across team processes for reporting purposes 
  • Implement a way to track suppliers success and failure across projects 
  • Implement project IDs, purchase order variance and quote types to make analysing like-for-like deals easy 
  • Motii created a custom solution leveraging the Pipedrive API that allowed Davis to easily create new suppliers and 

OUTCOME

  • Over a 12-week  implementation period, Motii worked closely with the Malaysian head office and Australian sales division to implement their vision 
  • Implemented custom API work to achieve reporting goals 
  • Created custom filters allowing data to be easily surfaced 
  • Provided team training sessions upon go-live
  • Provided a video-based training manual 

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Company profile

Davis Group

Location
Malaysia, Singapore and Australia
Industry
Construction and Manufacturing
Company size
100+ employees
Key features
Custom API work using the Motii Wizard, Zapier, data surfacing, dashboard reporting

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