How Network streamlined operations and boosted efficiency by 50% with Pipedrive
Australian company Network Financial Planning Pty Ltd. is a single-solution financial planning business that works as the human connection to help people solve their most essential financial challenges. They help design tailored plans aligned to their clients’ lifestyles, focusing on preserving generational wealth.
According to Maria Melo, Business Development Manager at Network: “Every day, we keep growing and improving our and our clients’ experience by using Pipedrive. The Pipedrive support team is really great and very supportive, and we look forward to all Pipedrive’s upcoming improvements that will help us achieve efficient growth.”
- Industry: Financial Planning
- Location: Australia
- Key feature: Forecasting
6
The team using Pipedrive has grown from one to six
85%
Almost all of the team’s processes run through Pipedrive
50%
The team now completes over 50% more activities
How the company utilized Pipedrive
When the company was a one-man band, Network migrated to Pipedrive from a financial CRM system that wasn’t providing the required solution. Although founder and CEO Shaun O’Keefe needed to focus on the business’s marketing and sales roles, he didn’t have enough time to get into deep detail and extract the most from it. Nevertheless, he was always confident that Pipedrive was a powerful ally.
When Maria joined, she couldn’t agree more and identified it as an exceptional end-to-end solution. For Maria, Pipedrive combines the entire customer journey into one tool, from creating leads to passing through sales and project management, enabling the conversion of clients into advocates.
Maria MeloBusiness Development Manager, Network Financial Planning
How the company grew with Pipedrive
As well as implementing more of Pipedrive’s features in their processes, Maria and the team also brought in two of Pipedrive’s add-ons: Projects and LeadBooster.
Network uses Projects to implement the solutions it sells to customers and uses Chatbot and Web Forms, two LeadBooster features, to anticipate the needs of prospects who come through the website. The company also benefits from seamless integrations with Microsoft and Pipedrive’s Smart Docs feature.
Maria MeloBusiness Development Manager, Network Financial Planning
Network continues to grow
Network is expanding its services to offer generational wealth management and financial planning services to high-net-worth individuals. With the help of partners, the company will expand its collaborative ecosystem to become a Family Office one-stop shop in Australia. Business planning, accounting and legal services are some of the expertise already available in their portfolio.
Maria MeloBusiness Development Manager, Network Financial Planning