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

‍