SUMMARY

• An ASX listed company headquartered in Sydney, Australia
• Founded in 1921
• Australia’s leading holistic marketing company 
• Over 2800 clients

CHALLENGE

• The IVE Group was previously with another Pipedrive partner
• When Motii came onboard we were tasked with refining and streamlining processes
• Existing Pipedrive Users were set in their ways
• The system has grown organically over time and was becoming unwieldy
• Reporting was not at the level management desired 

SOLUTION

• Simplify the system
• Provide team training to bring staff members up to speed 
• Create reports and dashboards for both salespeople and management 
• Refine and standardise custom field options 
• Provide training manuals so IVE can easily onboard new staff
• Prepare the system for additional teams to be migrated from Salesforce to Pipedrive 
  

OUTCOME

• The system was simplified with complexity removed
• Motii was able to get the teams all working out of a single Pipedrive instance with a standardised setup 
• Management is now able to, in seconds, pull up reports and dashboards that give a live overview of the business
• Sales teams across different departments are able to seamlessly integrate and work together