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System simplification

SUMMARY

Successful business brokers and exit advisory firm

Skilled Pipedrive users

Boutique business growing rapidly

Offered a wide range of services including, exit planning, valuations, franchise services, and business sales


CHALLENGES

Existing Pipedrive clients, experienced and capable users who knew what they wanted  

Wanted to decrease the complexity of their systems

Many manual processes that were deeply ingrained

Large amounts of existing data needed to be moved as the system changed during implementation


SOLUTION

Introduce Pipedrive workflow automation to remove repetitive tasks and allow staff to focus on the important job

Use Pipedrive to implement a custom business broking solution

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

Integrate external systems via Zapier, saving time and money through automation

Adjust permission and visibility settings so that Exit advisory could move down to a lower-level of Pipedrive saving thousands of dollars per annum

Remove system's complexity by eliminating pipelines and refining custom fields


OUTCOME

Many hours per week saved for the founders with the introduction of automation — both workflow automation and Zapier

Cut staff costs by providing training and expertise that speed up internal processes

Decrease in levels of frustration due to a more intuitive and easier system

Hierarchical issues overcome with the implementation

PHOTO
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One of Sydney's leading business planning advisory firms and specialists in exit planning
SKILLS USED TO PROJECT
Consulting
Project management
Marketing automation
Automation
API
SOFTWARE USED TO PROJECT
Pipedrive
Zapier
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