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