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Case studies

Yoghurt Digital

SUMMARY

  • Digital marketing agency with offices in Australia and the UK
  • Data lovers, number crunchers and digital strategists
  • They believe in everything being trackable and measurable
  • Specialising in conversion rate optimisation, PPC and biddable media and SEO and content

CHALLENGE

  • Yoghurt were log term Pipedrive customer who needed a full system review and wholesale changes to their set up
  • When Motii came onboard we were tasked with refining and streamlining processes
  • Their various systems in their tech stack did not talk to each other
  • The capture on customer information for onboarding was cumbersome and time-consuming
  • The system had grown organically over time and was becoming unwieldy
  • Reporting was not at the level management desired¬†

SOLUTION

  • Simplify the Pipedrive setup
  • Implement customised version controlled forms for capturing customer data
  • Provide a Asana integration that simplifies the onboarding process
  • Implement and integrate PandaDoc for digital signing on contracts
  • 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 Yoghurt could easily onboard new staff

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

Yoghurt Digital

Location
Sydney, Australia + London, UK
Industry
Digital Marketing
Company size
25+ employees
Key features
Workflow automations, Zapier, multiple pipelines, data surfacing, dashboard reports ‚Äč

Latest updates

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

Contact us to start your growth journey today