Motii offers a FREE tailored onboarding package to get your Pipedrive system up and running

Choose your own adventure - you can come to these meetings with a list of questions you want answered or we can aim to follow the agenda below. Or both!

Session 1

We'll show you the power of Pipedrive and then evaluate your needs with a demo and diagnostic workshop. Then we review your situation, problems and requirements and take care of the Pipedrive basics for you.

30 minute session includes:

  • Pipedrive demo
  • Sync emails with Pipedrive
  • Pipedrive Pipelines
  • Leads vs Deals
  • Activity Training

Session 2

We design a customised solution based on the results of our first session. We devise an action plan and begin process of turning Pipedrive into a sales machine for your business.
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30 minute session includes:

  • Custom Fields
  • Activity Types setup
  • Lost Reasons
  • Team onboarding
  • Workflows and automations

Session 3

We work with you to fine tune your Pipedrive sales engine to ensure you can make the most of your trial and ensure the best chance of success.
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30 minute session includes:

  • Reporting 101
  • Data structures
  • Custom filter views for Activities
  • User permissions and security
  • Integrations and optimisations

“PandaDoc has drastically reduced manual entry errors and increased our overall efficiency.”

Marisse van den Berg, Business and Relationship Manager, People of Influence