A game-changing tool for financial brokers to streamline their campaign management
Experience the power of Pipedrive Campaigns to simplify and enhance your campaign management, revolutionising your marketing efforts as a financial broker.
With beginner, intermediate and expert courses, your team can develop the skills they need to succeed.
Video courses
Ben Fuller is interviewed on everything 'Motii.' Integrations,software partnerships, challenges in the industries, why Pipedrive and what happens if you choose to engage the Motii team.
Brand new to Pipedrive CRM? These videos will get you on the road to success.
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Video library
By following these steps, you can easily add your designated Pipedrive partner (a Motii team member) as a free user to your Pipedrive account.
In Pipedrive CRM linking emails to deals in Pipedrive can be done manually when the algorithm doesn't automatically link them, here we show you how.
Pipedrive support is always available to help you with any technical issues you may have. If your issue is related to work processes, workflows or general sales operations questions, reach out to Motti instead.
The video is a Motii Tips and Tricks guide for setting up personal preferences in Pipedrive including deal 'side bar' customisation.
This video highlights the flexibility of Pipedrive insights by demonstrating how to create and arrange different types of reports on a dashboard to gain valuable business insights.
Coaching
There is more to successfully implementing a CRM than getting it right technically. Your team has to embrace the change. Adoption is half the challenge. Motii's proven methods work with teams from 5 to 500 people.
The Motii Pipedrive Academy guarantees that your team will attain expert-level status. One-to-one or one-to-many live training sessions reinforce the Academy learnings and put your team on a path to success.
With beginner, intermediate and expert courses, your team can develop the skills they need to succeed.
No boring textbooks or PowerPoint presentations. Instead enjoy video-based training and getting hands-on with Pipedrive.
Our one-on-one and one-on-many live coaching sessions impart knowledge and allow your team to ask questions and understand the ins and outs of Pipedrive.
Motii makes custom videos based on your Pipedrive setup for every client. Each system is unique and we tailor our videos and training to account for that.
All the training and study in the world means nothing unless your team comes out of the sessions with the knowledge they need. Results matter in the business world and Motii gives your team the tools to succeed.
Whether your team is new to Pipedrive or are seasoned veterans, Motii's unique academy and training program helps them implement best-practice processes.
Success stories
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Motii was tasked by the Bucha of Byron to set up Pipedrive and train their Australian-wide sales team.
Realista have a diverse client-base spanning three continents, more than 10 countries and multiple languages.
With 26 phones lines, tens of thousands of prospects and high-volume selling with more than 200 buyers to sort through in three days.
Latest updates
Experience the power of Pipedrive Campaigns to simplify and enhance your campaign management, revolutionising your marketing efforts as a financial broker.
Why Motii?
Motii exists to help your business scale-up and thrive. Our team of expert consultants are passionate about diving deeply into your business and developing customised solutions. We then provide specialised training and support to ensure company-wide adoption and project success.
Testimonials
"All I can say is WOW. We hired the Motii team for an intense 6-month project involving a ton of in-depth sales and marketing automations. They were all the utmost professionals in how they approached everything. Their execution, their communication, their follow up. Everything."
