"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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While intuition and experience will always have their place, they must be backed by hard evidence and structured processes. By making data the backbone of your sales strategy, you gain predictability, scalability, and the ability to adapt to unexpected challenges.
Is the issue with your CRM? Or is it more about how it is being used? Before you consider switching systems (or rehiring!), maybe consider this: simply having a CRM system is not enough. Resistance to CRM adoption is a widespread challenge for many sales teams, and often the key to success lies in addressing the processes, training, and support surrounding the tool. With the right approach, it is possible to transform your CRM from a source of frustration into a powerful ally for your team.
