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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

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