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Case studies

Mesh Direct

SUMMARY

  • Australia's leading grand format printer
  • Specialising in out-of-home advertising and supplying some of Australia's biggest companies
  • Leading brands choose Mesh Direct because of their outstanding production times, excellent customer service and top-notch quality
  • Hundreds of products and thousands of customers

CHALLENGE

  • Mesh Direct had been Pipedrive users for more than 5-years
  • When Motii was engaged reporting was not at the level management desired¬†
  • We were tasked with refining and streamlining processes and delivering meaningful data
  • Current Pipedrive users required retraining and breaking of bad habits Existing Pipedrive Users were set in their ways
  • The system required a full restructure and working in a live system posed its challenges

SOLUTION

  • Remove complexity by combining and removing pipelines
  • Add in API calls to make Pipedrive do what it couldn't do natively
  • Run multiple team training sessions and provide training videos
  • Improve reports and dashboards management¬†
  • Reduce the amount of unnecessary custom field options¬†
  • Fix Zapier zaps and integrations that were not performing correctly

OUTCOME

  • The system was simplified with complexity removed
  • Now easier to use data became more meaningful and users found it easier to keep the system up to date
  • The outreach team, in particular, benefited from the reduction in pipelines and the elimination of redundant tasks
  • Management is now able to, in seconds, pull up reports and dashboards that give them a more complete picture of the business
  • Teams from different departments are able to seamlessly collaborate and work together
We had been using Pipedrive for more than 5-years. Motii completely transformed the way we use the system. All our staff are happier, more accountable and measuring success is now so much easier. I can't recommend Motii highly enough for everything Pipedrive.  Kerri-Anne Davoodi, Mesh Direct

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Company profile

Mesh Direct

Location
Sydney, Australia
Industry
Manufacturing and Marketing
Company size
20+ 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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