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Case studies

Yoghurt Digital


  • 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


  • 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¬†


  • 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


  • 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

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

Latest updates

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Simply having a list of leads isn't enough. To truly maximise your Pipedrive campaign strategy, you need detailed, comprehensive profiles of your potential customers. This is where lead enrichment comes in.

Ben Fuller

Co-founder at Motii

Motii Makes Global Waves, Winning Prestigious Tech Award

Motii.co specialises in bespoke CRM solutions and effective sales training, empowering organisations to achieve sales excellence. As Pipedrive's 2023 Global Partner of the year AND 2021 partner of the year in APAC, Motii.co's expertise is underscored by its status as the region's sole Elite Partner. Visit us at https://www.motii.co for more information.

Ben Fuller

Co-founder at Motii

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