Motii’s Super Stack — The Productivity Booster for Every Business

Businesses today face intense competition and a rapidly changing market, making it essential to have the right tools to streamline their sales processes and improve customer interactions.  To this end, many businesses of all sizes around the APAC region and beyond, are adopting Motii’s Super Stack. 

Motii's Super Stack is the dream tech stack for every business. We'll show you why we think so as we explore its different components, and why your business needs them.

Motii’s Super Stack for All Business Sizes

These are the exceptional products included in the Motii tech stack: 

1. Pipedrive

Pipedrive is a cloud-based customer relationship management (CRM) software designed to help sales teams manage their sales pipeline. The platform provides a visual and intuitive sales pipeline that allows sales reps to easily manage and track the progress of their deals. 

Pipedrive is designed to be simple and user-friendly, making it an accessible option for sales teams of all sizes. The platform integrates with a range of other tools, including email, calendars, and payment systems, to streamline your sales process and increase your productivity.

Here’s how Pipedrive CRM looks—

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Some of the key features of Pipedrive include:

• Contact management: Pipedrive centralises all your customer and prospect information in one place, including contact details, communication history, and notes.
• Activity tracking: It tracks all the activities related to your deals, such as emails, calls, and meetings, allowing you to see what's been done and what needs to be done next.
• Customisable reporting: Pipedrive provides a range of reports that help you analyse your sales pipeline and performance. You can create custom reports and dashboards to suit your specific needs.
• Deal forecasting: Pipedrive provides a deal forecasting feature that helps you predict future sales based on historical performance.
• Custom deal stages: Pipedrive allows you to customise your sales pipeline, so you can align it with your specific sales process and workflows.
• Integrations: Pipedrive integrates with a range of other tools, including calendars, payment systems, and marketing automation platforms, to streamline your sales process.

2. Pipedrive Campaigns

Pipedrive Campaigns is a feature within Pipedrive CRM that allows sales teams to plan, execute, and measure the success of their marketing campaigns. 

Here’s how that looks:

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With Pipedrive campaigns, you can;

• Create email campaigns: Design and send targeted email campaigns to your contacts directly from Pipedrive.
• Segment contacts: Segment your contacts based on demographics, behaviour, and other criteria, so you can send targeted messages that are more likely to engage your audience.
• Track campaign performance: Track opens, clicks, and conversions, so you can see how your campaigns are impacting your sales pipeline.
• Measure campaign ROI: Pipedrive Campaigns integrates with the rest of the Pipedrive platform, allowing you to see the results of your campaigns directly in your sales pipeline. You can measure the return on investment (ROI) of your campaigns to see which ones are the most effective. 

Additionally, Pipedrive offers some AI-driven monitoring features to help your sales teams streamline their campaigns and increase their effectiveness. Some of the key monitoring features in Pipedrive include:

• Engagement: This tracks the number of times your customers opened your campaign, as well as the click and click-through rates.
• Delivery: This assesses the success of your campaign’s delivery and classifies each instance as successfully delivered, rejected (bounced), unsubscribed or flagged as spam. 
• Performance over time: This metric tracks the performance of your campaigns hourly or daily. With this information, you can schedule your campaigns around the time you get more clicks.
• Links performance: With this metric, you can tell which customers clicked on which links and whether those links were successful in turning prospects into paying customers. 
• Top location performance: This metric provides insights about your campaigns per country.
• Recipients: You can tell how your customers are engaging with your campaigns with this feature. 

Generally, this Pipedrive feature — Pipedrive Campaigns—can help you get the most out of your email campaigns and re-evaluate your strategy for positive outcomes.

3. Pipedrive Projects

Pipedrive Projects is a powerful tool for sales teams who want to streamline their workflow and work smarter, not harder. It’s a feature within Pipedrive that allows your sales team to manage their projects and tasks in one place. 

Here’s a sample of the Pipedrive Projects interface, where you can manage your projects and tasks in one place.

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With Pipedrive Projects, you can:

• create custom tasks and subtasks,
• map out your projects in a kanban board format, and 
• track the progress of projects using custom fields and filters.

Pipedrive projects offer three types of templates for you to choose from:

• Blank; helpful when you’re building a project from scratch 
• Simple; this template comes with some predefined tasks
• Advanced; this template has a more extensive list of tasks

After selecting a template, you can add more tasks and assign them to specific members of your team.

Pipedrive Projects also provides numerous benefits for businesses of all sizes. These include:

• Better collaboration: Pipedrive Projects integrates with the Pipedrive CRM, allowing sales teams to collaborate with their colleagues and stay on the same page.
• Increased transparency: With real-time updates and progress tracking, Pipedrive Projects makes it easy for sales teams to see what's been done and what needs to be done next, reducing the risk of missed deadlines or forgotten tasks.
• Better project management: With the ability to map out projects in a kanban board view, customise tasks and subtasks, and track progress with custom fields and filters, Pipedrive Projects provides sales teams with a powerful tool for managing their projects more effectively.
• Improved productivity: Pipedrive Projects helps sales teams stay focused and productive by prioritising their workload and keeping them organised.

Regardless of the size of your business, Pipedrive Projects can improve the efficiency and productivity of your sales teams, reduce the risk of missed deadlines or forgotten tasks, and ultimately achieve your business goals faster.

4. Pipedrive LeadBooster

Pipedrive LeadBooster is an efficient lead generation tool composed of four products; live chat, chatbot, prospector, and web forms. You can use this technology to acquire high-quality inbound and outbound leads before they move on to your competition. 

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Together, the four components of Lead Booster provide a comprehensive solution for lead generation and management.

Here's a brief overview of each component and what they help you achieve:

• Live Chat: This component allows businesses to engage with their website visitors in real time, providing quick and convenient support and answering any questions they may have.
• Web Forms: This helps businesses create customisable forms for their website, allowing visitors to provide their contact information and request more information about a product or service.
• Chatbot: Chatbot uses artificial intelligence to automate conversations with website visitors, providing quick and efficient support and gathering information about potential leads.
• Prospector: The Prospector helps businesses find new leads by automatically gathering information from various sources, including websites, social media, and professional networks. 

Pipedrive LeadBooster’s product suite grants your sales team the capability to effectively engage with your leads at every stage of the customer journey.

Additionally, this suite of tools can help you:

• Efficiently meet the needs of customers 24/7 with Chatbot. Also, you can pair Chatbot and Live Chat features to facilitate a quick transfer when a sales rep is needed.
• Collect valuable information about your leads through customisable web forms and automated email and SMS messaging.
• Prioritise your leads based on factors such as the likelihood to convert and potential value, allowing you to focus your sales efforts on the most promising leads.
• Track your progress and make informed decisions about your sales strategy through advanced reporting and analytics.

Overall, Pipedrive Lead Booster can help you provide a seamless and personalised customer experience that will help you charm your leads and increase sales.

5. Pipedrive + PandaDoc

PandaDoc is a document management and e-signature platform that allows you to create, send, and track proposals, contracts, and other important documents. The integration of Pipedrive CRM and PandaDoc provides your sales team with end-to-end workflow management. 

See the user-friendly PandaDoc interface integrated with Pipedrive in the image below;

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Some of the features of PandaDoc that make it a beneficial tool for your sales team include:

• Proposal and Contract Creation: PandaDoc allows businesses to create and send professional proposals and contracts directly from the platform.
• Electronic Signatures: PandaDoc offers secure and legally binding e-signatures, which can be completed directly from within the platform.
• Document Tracking: PandaDoc provides real-time tracking and analytics on document status, enabling businesses to monitor the status of their proposals and contracts.
• Custom Templates: PandaDoc offers a range of customisable templates, which can be used to create proposals and contracts that match the specific needs of the business.

All of these features work in tandem with Pipedrive and its features to provide your sales team with the following benefits:

• Automated Proposal and Contract Generation: The integration allows you to create and send proposals and contracts directly from Pipedrive, making it easier to manage the entire sales process.
• Document Tracking: You can track the status of your proposals and contracts directly from within Pipedrive, giving you real-time visibility into the status of your deals.
• Improved Document Management: The integration of Pipedrive and PandaDoc helps you manage your documents more effectively, reducing the risk of lost or misplaced files.

Essentially, the integration of Pipedrive and PandaDoc can help your business handle its sales pipeline and document management more effectively, leading to improved efficiency and higher close rates.

6. Pipedrive and Aircall 

Aircall is a cloud-based telephony system designed for businesses of all sizes to help improve communication with customers. It’s an efficient communication tool with essential features that any sales team requires. 

Here are some of the key features of Aircall:

• Power Dialer: The Power Dialer helps businesses reach more clients in less time. It automatically dials numbers from a list. When the call is answered, it automatically connects the caller to an available agent. Ultimately, you can increase the number of calls your business makes in a day, reducing the amount of time spent dialling numbers manually.
• Interactive Voice Response (IVR): This feature allows your business to create custom voice menus for incoming calls, directing the callers to the appropriate unit or individual within your organisation. 
• SMS: With Aircall's SMS feature, your sales team can send and receive text messages from clients, respond to questions and inquiries in real time, and provide support to clients who prefer text messaging over voice calls. 
• Call Centre Features: This feature provides detailed insights into your business call centre performance, including information on call volume, call duration, call distribution, and more.

Given some of the features above, we can infer that Aircall is a powerful communication tool. When you combine this tool with Pipedrive CRM, your business can provide a memorable customer experience for your clients. 

Here’s an image displaying Pipedrive CRM integrated with the Aircall telephony system:

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The benefits of this integration include the following:

• Increased Efficiency: The integration allows sales teams to easily manage calls and contacts within the same platform, reducing the need to switch between multiple systems. This can result in increased efficiency and productivity for sales teams.
• Improved Customer Experience: With Aircall's call centre features, sales teams can provide a more professional and personalised experience for customers. This can lead to improved customer satisfaction and increased trust in your business.
• Increased Flexibility: The integration allows sales teams to work from anywhere, on any device, with access to all their customer data and call information. This can increase flexibility and allow for more responsive customer service.

7. Pipedrive + Monday.com

Monday.com is a cloud-based Work OS and project management tool that allows users to create streamlined workflows and enhance team alignment. With Monday.com, you can track, plan, and supervise your team’s operations from one place. The top features of Monday.com for teams include—

• Dashboards: This feature provides a more simplified way to make business decisions using real-time insights. It gives a clear visual overview of the status of tasks and activities at one glance.
• Automations: Get ahead of time with a feature that helps your team get things done even when they’re not there. Monday.com’s automation feature helps you automate events like task assignment, time tracking, workflows, and more.
• Integrations: Since most teams require diverse tools for effective operation, Monday.com allows you to integrate other business tools like Pipedrive, Canva, Github, and more so you can work without skipping a beat. 

Although Monday.com has features similar to Pipedrive Projects, integrating Monday.com with Pipedrive is a great choice for organisations with more complex workflows. See how it works:

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This integration is an effective combination of two powerful tools that help businesses:

• Synchronise customer relationship management with project management 
• Convert CRM insights into tasks without losing information
• Create automations that boost productivity and save time
• Eliminate redundant tasks and processes that consume time

Get Help from Motii

Motii is the Asia-Pacific region's only Pipedrive Elite level partner. Motii can help you set up Pipedrive, along with other components of the super stack covered in this article including Aircall and Panda Doc. Your business can greatly benefit from this setup. 

From streamlining workflows to boosting customer satisfaction, the complete Motii super stack offers a wealth of benefits that can help your business stay ahead of the competition and achieve its desired outcomes. 

Whether you're a small startup or a large enterprise, Motii super stack can help you drive sales, improve efficiency, and reach your bottom line.  

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