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 ‘no-touch’ 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’s 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’s status
• Connect external lead sources to Pipedrive for all campaigns 
• Provide training on a teams basis including live sessions and video-based training manual 

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’s 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.