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Case studies

IVE Group

SUMMARY

  • An ASX listed company headquartered in Sydney, Australia
  • Founded in 1921
  • Australia‚Äôs 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

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Company profile

IVE Group

Location
Sydney, Australia
Industry
Manufacturing and Marketing
Company size
1700 employees
Key features
Workflow automations, Zapier, multiple pipelines, data surfacing, dashboard reports ‚Äč

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How not having a CRM can negatively impact your business

In this article, we discuss how a Customer Relationship Management (CRM) system is one of the top tools that your small business can implement and leverage to scale up your business and obtain incredible growth. Without this essential software, you run the risk of your business losing out big.

Ben Fuller

Co-founder at Motii

Why should I implement Pipedrive CRM in my business?

CRM software has proven to be a beneficial technology for businesses to increase their revenue, enhance customer retention and loyalty, improve sales teams' productivity, and empower them to provide better customer service. Your marketing team is not left out; CRM also helps to improve the effectiveness of your marketing campaigns. 

Ben Fuller

Co-founder at Motii

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