When Waikato Milking Systems came to us, they had a Pipedrive problem that's more common than most people realise - three separate accounts, three different setups, and sales teams in New Zealand, Asia Pacific and Latin America all working in isolation. No single view of global performance. Reporting that required hours of manual work to pull together.
The challenge wasn't Pipedrive. It was how it had grown.
We approached the consolidation in two phases. First, we designed and built a new best-practice Pipedrive instance from scratch - one that could accommodate multiple regions, currencies and pipeline stages consistently across the whole business. Then we ran a staged migration, merging all three accounts into the new master instance without disrupting the sales team's day-to-day work. Structured training ensured the team could hit the ground running.
The result: a single source of truth where leadership can see NZ, APAC and Latin America deals in one view, with clean regional dashboards that show exactly how each market is tracking - and an ongoing partnership that keeps evolving the setup as the business grows.
If your Pipedrive setup has grown in a way that feels messy, you're not alone - and it's fixable.
We welcomed Act-On's Kade Swanson-Theisen and Andy Porter for a morning brew to discuss what's new and what's next for the Marketing Automation platform.
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