SUMMARY

• Give Good Friends helps people live engaged and successful lives in the homes & communities they love
• Clients range from government to multi-nationals
• Over 100 team members pushing large volumes of data through the system everyday

CHALLENGE

• Five Good Friends were already using Pipedrive but needed Motii's expert advice to get the most out of the system
• Five Good Friends has a web of interconnected systems that Motii assists and maintaining
• With a large team Five Good Friends faced challenges in consistency of data
• Cleaning up of custom fields, pipelines and other data presented challenges due to the volume of information
• With large amounts of existing data in Pipedrive Motii had to work to retain data integrity while updating the system to best practice
• Hierarchical issues with existing data meant large scale review and reorganisation was required before starting the project
• Provide advice on hierarchy and custom fields set up to surface the data required

SOLUTION

• System review and prioritisation of tasks
• A focus on data cleaning and process improvements
• Assistance in measuring the success of newly implemented programs
• Ensure data flows smoothly from internal and customer facing webforms
• Overcome difficult hierarchical challenges with the Pipedrive setup
• Automatically create lead sources and other key data for reporting and marketing
• Connect external companies who work with Five Good Friends vis easy to use webforms
  

OUTCOME

• A complex implementation that went live without causing huge upheaval
• A well-trained team that is happy and comfortable with their new system
• Management that now has easier access to key data
• A CRM that is now more simple and easier to navigate than the previous version
• And the ability to dig deeper into the data to surface important insights not previously available

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