Case studies

Davis Group

SUMMARY

  • Davis Lighting supply lighting solutions to the construction industry with more than 1000 clients in 10 countries
  • Sales teams in Singapore, Malaysia and Australia 
  • Supply to more than 2,500 projects 
  • Davis has Sales, manufacturing, R&D and maintenance teams 

CHALLENGE

  • Davis came to Motii with a clear vision of what they wanted to achieve and highly capable teams 
  • Motii was tasked with turning the vision and processes into something that would work in Pipedrive without overcomplicating the process
  • Davis’s sales teams across the 3 countries operated separately with different processes 
  • Reporting was not centralised 
  • Sales forecasts needed to be more accurate
  • Sub-contractors, builders, architects, specifiers and end-clients all needed to be tracked to determine success rates of individual suppliers 

SOLUTION

  • Migrate teams from excel and other systems onto Pipedrive
  • The decision was made to bring the Singaporean and Malaysia teams into a single Pipedrive instance
  • While the Australia team was kept separate due to the different requirements of the Australian market 
  • Ensure standardisation across team processes for reporting purposes 
  • Implement a way to track suppliers success and failure across projects 
  • Implement project IDs, purchase order variance and quote types to make analysing like-for-like deals easy 
  • Motii created a custom solution leveraging the Pipedrive API that allowed Davis to easily create new suppliers and 

OUTCOME

  • Over a 12-week  implementation period, Motii worked closely with the Malaysian head office and Australian sales division to implement their vision 
  • Implemented custom API work to achieve reporting goals 
  • Created custom filters allowing data to be easily surfaced 
  • Provided team training sessions upon go-live
  • Provided a video-based training manual 

‍

Back to Case studies

Company profile

Davis Group

Location
Malaysia, Singapore and Australia
Industry
Construction and Manufacturing
Company size
100+ employees
Key features
Custom API work using the Motii Wizard, Zapier, data surfacing, dashboard reporting

Latest updates

Why Every Finance Broker Needs a CRM (and How to Choose One)

The ability to stay organised, keep clients and referrers informed, and hit key deadlines is crucial to growing any finance business. Without a streamlined system in place, missed opportunities, wasted time on repetitive tasks, and inconsistent communication can lead to lost revenue.

Ben Fuller

Associate Director at Motii

Pipedrive Integrations: A Beginner’s Guide to Supercharging Your CRM

Integrating Pipedrive with your other business tools is one of the easiest ways to boost your productivity, improve data accuracy, and streamline your processes. Whether you’re just getting started or need help with a custom solution, Motii is here to guide you through the process.

Ben Fuller

Associate Director at Motii