"We engaged the team at Motii to provide expert advice re our Pipedrive setup. The fact that they have an office in SE Asia was a big plus as working on the same timezone certainly makes things easier and understanding that there is a different culture at play also helps.
Payroll Panda had been using Pipedrive for a quite a period of time and we knew our way around it extremely well. However, we understood that to get the most out of it we needed someone who could provide specialised Pipedrive training, taking into our unique Pipedrive setup and large teams already on the system.
Ben from Motii was great, after six or so sessions working together, we were able to simplify our processes by removing pipelines and adjusting our use of custom fields. And by automating manual tasks we were able to improve productivity. The engagement was a big success and came in on budget.
We recommend Ben and the team at Motii if you want to get the most out of Pipedrive" Toine Vaessen - PayrollPanda, Kuala Lumpur, Malaysia
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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.
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.
