SUMMARY

• Australia’s leading business brokerage group 
• Established in 2004 
• More than 100 brokers and staff with representation in all major cities and regional areas
• Over 50,000 registered buyers
• Over 1000 enquiries every month 
• Multi-faceted business with business sales, exit planning, franchise services, insurance, finance and lending all covered 

CHALLENGES

• Finn Group were existing Pipedrive clients with some of their team using Salesforce and some using Pipedrive 
• They were looking to move away from Salesforce entirely to streamline their business, save costs and standardise processes
• Finn wanted to provide the same experience for all their brokers and needed their systems to be infallible 
• A large Salesforce migration was always on the cards and everything needed to be planned with that in mind 

SOLUTION

• Plan long-term with a specific goal in mind (Salesforce migration)
• Use the Pipedrive to implement Motii’s custom business broking solution 
• Motii changes the Hierarchical setup in Pipedrive so that the system is able to be properly used for the business broking industry 
• Continually look for solutions to technical challenges 
• Provide video-based training manuals to all team members
• Motii’s developers worked to provide a deeper integration to Autopilot - Finn’s marketing automation platform 
• Fortnightly meetings between Motii and Finn management about progress and improvements (which continue to this day) 
  

OUTCOME

• Hierarchical issues were overcome with the implementation of Motii business broking API layer 
• A successful Pipedrive/Autopilot integration that deepened the native integration between the 2 platforms 
• A successful Salesforce to Pipedrive migration with more than 100-million individual records moved 
• Leverage the Pipedrive API to simplify processes and ensure that the documentation, contracts and forms that prospects complete always find the right person (from more than 500,000 records)

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