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Workflow automations

SUMMARY

An ASX listed company headquartered in Sydney, Australia

Founded in 1921

Australia’s leading holistic marketing company

Over 2800 clients


CHALLENGE

The IVE Group was previously connected with another Pipedrive partner

When I came on board, we were tasked with refining and streamlining processes

Existing Pipedrive Users were set in their ways

The system has grown organically over time and was becoming unwieldy

Reporting was not at the level management desired


SOLUTION

Simplify the system

Provide team training to bring staff members up to speed

Create reports and dashboards for both salespeople and management

Refine and standardize custom field options

Provide training manuals, so IVE can easily onboard new staff

Prepare the system for additional teams to be migrated from Salesforce to Pipedrive


OUTCOME

The system was simplified with complexity removed

I was able to get the teams all working out of a single Pipedrive instance with a standardized setup

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

Sales teams across different departments are able to seamlessly integrate and work together

PHOTO
No photo.
1700+ employee strong publicly listed company in print and communications
SKILLS USED TO PROJECT
Automation
Project management
SOFTWARE USED TO PROJECT
Pipedrive
Zapier
Salesforce
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