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Workflow automations

SUMMARY

Asia’s leading destination management company

29 locally managed offices across more than 10 countries

More than 100 staff

Servicing major markets including the USA, UK, Europe, and Australia

The nature of the industry is extremely long lead times


CHALLENGE

Multiple processes were being used across 10 different countries

Staff set in their ways

Their systems have grown organically over time and were unwieldy

Reporting was not at the level management desired

Different cultures and processes needed to be brought into a single system


SOLUTION

Deliver a simple system that could grow more complex over time if required

Create reports and dashboards for both salespeople and management

Import existing data from each team into the new system

Refine and standardize custom field options so that they can service all countries

Connect external lead sources to Pipedrive for all countries

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

Additional management training visibility and efficiency

Weekly and monthly progress reports

Additional training sessions for new staff and staff being left behind


OUTCOME

A successful system launch with 100% adoption from more than 90 staff in more than 10 countries

Processes implemented that standardized reports across teams

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

Sales teams across regions can seamlessly integrate and work together

Data management is vastly improved

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Asia’s leading destination management company with 29 locally managed offices in ten countries across the continent.
SKILLS USED TO PROJECT
Automation
Consulting
Project management
SOFTWARE USED TO PROJECT
Pipedrive
Zapier
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