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.

45 minute session includes:

  • Business 360 review
  • 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.

45 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.

45 minute session includes:

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

"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."

Matt Doyal, Intrnz, New York City, USA