SUMMARY

  • Novatti is an ASX listed payments company
  • They make payment processing easier to develop, deploy and manage
  • Active in 58 countries around the world 
  • More than 20-years experience in payments 

CHALLENGE

  • Novatti is a long-term Pipedrive client with existing processes
  • Existing Pipedrive Users were set in their ways
  • The system has grown organically over time and was becoming unwieldy
  • Six different teams using the system to varying degrees
  • Reporting was not at the level management desired 
  • Integration to external systems could be improved 

SOLUTION

  • Simplify the system by reducing the number of pipelines by two-thirds
  • Create reports and dashboards for both salespeople and management 
  • Integrate PandaDocs (digital signing tool) to increase efficiency and conversion rates
  • Refine and standardise custom field options 
  • Provide training on a teams basis including live sessions and video-based training manual 
  • Add JustCall telephony integration for increases communications visibility and efficiency 
Ben and his team took our complex systems and simplified them while driving adoption across our worldwide team. The Motii live training sessions and video-based training manuals ensured immediate and long-term success. They understand the payments industry and added value to every step of the process. Adel Shahin, Novatti

OUTCOME

  • The system was simplified with complexity removed
  • Cross-company processes were implemented that standardised reports across teams 
  • Management is now able to, in seconds, pull up reports and dashboards that give a live overview of the business
  • Sales teams across continents are able to seamlessly integrate and work together
  • Legals and contracts are handled digitally decreasing leads times, increasing visibility and increasing conversion rates 

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Company profile

Novatti

Location
Headquartered in Melbourne, Australia
Industry
Finance and Payments
Company size
100+ employees
Key features
Workflow automations, Zapier, telephony, digital signatures, dashboard reports, training

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