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SUMMARY

  • Headquartered in New York
  • An exciting cutting edge start-up in real-estate/tech space
  • A fast start needed and immediate results expected¬†

CHALLENGE

  • Motii were brought in right from the start as the whole Intrnz team was learning and adapting to an ever-changing business plan and execution strategy¬†
  • Set-up of a ‚Äėno-touch‚Äô fully automated sales and enrollment process
  • Various lead sources all need to create Deals in Pipedrive and auto-alert salespeople
  • How to get existing lead lists into the system¬†
  • Create a fully-automated marketing process that carried the prospect through a journey over 4-weeks ending in a hot lead with a high chance of closure¬†

SOLUTION

  • Create multiple marketing journeys integrating content from other agencies into Motii‚Äôs carefully crafted Autopilot journeys¬†
  • Create reports and dashboards for both salespeople and management for full visibility¬†
  • Import existing data from different lists into Pipedrive and then sync that data with Autopilot¬†
  • Refine and standardise custom field options so that they could be used to inform Autopilot of a prospect‚Äôs status
  • Connect external lead sources to Pipedrive for all campaigns¬†
  • Provide training on a teams basis including live sessions and video-based training manual¬†
Matt Doyle, Internz, New York. A Motii Pipedrive CRM customer.
All I can say is WOW. We hired Ben and his team for an intense 6-month project, involving a ton of in-depth sales and marketing automation. Ben and his team were the utmost professionals in how they approach everything. Their execution, their communication, their follow up. I cannot speak highly enough about the level of quality these guys deliver. Stop looking for another Pipedrive or Marketing Automation consultant...if you aren't working with Ben then you are making a mistake. Matt Doyle, Internz

OUTCOME

  • A successful system launch with the client‚Äôs aim of handling a large (HUGE) volume of leads with minimal staffing achieved
  • Sales targets met¬†
  • Successful implementation and integration of CRM< marketing automation platform and telephony system so that email, SMS, salespeople and data all worked as one¬†
  • Sales teams across regions are able to seamlessly integrate and work together
  • Over time as more data settled in the system conversion tastes and cost per lead reduced allowing more targets marketing spend and a self-reinforcing loop that continued until COVID hit in 2020.¬†



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Company profile

Intrnz

Location
New York, USA
Industry
Real estate and Accommodation
Company size
5 to 10 employees
Key features
Workflow automations, Zapier, telephony, Autopilot automated marketing, multiple pipelines, data surfacing, dashboard reports ‚Äč

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