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System review

SUMMARY

Malaysia’s leading payroll platform

Clients include Petros, Mint, Fama Group, Setel, and 1,000’s of Malaysia’s SMEs

Over 70 staff

Part of the Jibble group


CHALLENGE

Pipedrive had been implemented, but adoption rates could be lifted

The client was already highly skilled in Pipedrive

A complex industry with a large variety of products and solutions

Large amounts of existing data needed to be surfaced and reported on


SOLUTION

Train-the-trainer style consulting assistance

A focus on reporting and results

Create easy to use dashboards that surfaced KPIs for 4 key internal teams

Simplified the system by removing and combining pipelines

Adjusted custom fields so reporting was meaningful

Implemented automation improving productivity

Live training sessions and a focus on upskilling already proficient Users


OUTCOME

A successful consultation

Key reports were created and rolled out across the 4 teams

The focus on Activities-based selling lifted adoption rates

A team that is happy and comfortable with their new system

Management that now has easier access to key data

And the ability to dig deeper into the data to surface important insights not previously available


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SKILLS USED TO PROJECT
Consulting
CRM
Implementation
Project management
SOFTWARE USED TO PROJECT
Pipedrive
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