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!
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.
45 minute session includes:
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.
45 minute session includes:
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.
45 minute session includes:
"Going into this project to we knew that we had a complex use case. And on top of that we were migrating data from Salesforce. The Motii team was able to take ownership of everything and guide us every step of the way. The attention to detail was fantastic. It was obvious that Motii were highly-experienced in not only in Pipedrive but also in analysing businesses and applying that analysis to building a great system. They were constantly one-step ahead when it comes to identifying potential issues. Their ability to get in and understand our systems and processes made all the difference. The Motii live training sessions and video-based training manuals ensured immediate and long-term success. This enabled our team to make the transition from Salesforce smoothly."
