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Salesforce migration and Custom business solutions for brokerage group

SUMMARY

Australia’s leading business brokerage group,

Established in 2004,

More than 100 brokers and staff with representation in all major cities and regional areas,

Over 50,000 registered buyers,

Over 1000 inquiries every month,

Multi-faceted business with business sales, exit planning, franchise services, insurance, finance, and lending all covered.

CHALLENGES

Finn Group were existing Pipedrive clients, with some of their team using Salesforce and some using Pipedrive,

They were looking to move away from Salesforce entirely to streamline their business, save costs and standardize processes,

Finn wanted to provide the same experience for all their brokers and needed their systems to be infallible,

A large Salesforce migration was always on the cards and everything needed to be planned with that in mind.

SOLUTION

Plan long-term with a specific goal in mind (Salesforce migration),

Use the Pipedrive to implement a custom business broking solution,

I change the Hierarchical setup in Pipedrive so that the system can be properly used for the business broking industry,

Continually look for solutions to technical challenges,

Provide video-based training manuals to all team members,

I worked to provide a more in-depth integration to Autopilot — Finn’s marketing automation platform,

Fortnightly meetings between Me and Finn management about progress and improvements (which continue until now).

OUTCOME

Hierarchical issues were overcome with the implementation of the business broking API layer,

A successful Pipedrive/Autopilot integration that deepened the native integration between the 2 platforms,

A successful Salesforce to Pipedrive migration, with more than 100-million individual records, moved,

Leverage the Pipedrive API to simplify processes and ensure that the documentation, contracts, and forms that prospects complete always find the right person (from more than 500,000 records).

PHOTO
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Australia’s leading business brokerage group with more than 100 brokers and staff throughout the country
SKILLS USED TO PROJECT
API
SOFTWARE USED TO PROJECT
Zapier
PandaDoc
Autopilot
Salesforce
Pipedrive
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