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Workflow automation through Pipedrive and Zapier implementation for digital banking and payments company

SUMMARY

Novatti is an ASX listed payments company

They make payment processing easier to develop, deploy and manage

Active in 58 countries around the world

More than 20-years experience in payments


CHALLENGE

Novatti is a long-term Pipedrive client with existing processes

Existing Pipedrive Users were set in their ways

The system has grown organically over time and was becoming unwieldy

Six different teams using the system to varying degrees

Reporting was not at the level management desired

Integration to external systems could be improved


SOLUTION

Simplify the system by reducing the number of pipelines by two-thirds

Create reports and dashboards for both salespeople and management

Integrate PandaDocs (digital signing tool) to increase efficiency and conversion rates

Refine and standardize custom field options

Provide training on a teams' basis including live sessions and a video-based training manual

Add JustCall telephony integration for increases communications visibility and efficiency

OUTCOME

The system was simplifying with complexity removed

Cross-company processes were implementing that standardized reports across teams

Management can now, in seconds, pull up reports and dashboards that give a live overview of the business

Sales teams across continents can seamlessly integrate and work together

Legal and contracts are handled digitally decreasing leads times, increasing visibility, and increasing conversion rates

PHOTO
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Novatti is an ASX listed company with more than 100 staff. They operate in more than 50 countries around the world.
SKILLS USED TO PROJECT
Automation
Consulting
SOFTWARE USED TO PROJECT
Pipedrive
PandaDoc
Zapier
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