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← All case studies
CRM Wholesale & Distribution

MACVAD

MACVAD distributes and sells products across several regions. Scattered sales records and spreadsheets made orders harder to follow. Pipedrive now brings leads and orders together, assigns currencies automatically and records enquiries from regional forms.

Key Outcome

Regional forms and automatic currency selection reduce manual sales entry.

Tracked hours
32
Tasks
47

Tracked hours by project, as a share of the client total

Tools used

  • Pipedrive

What we built

  1. 01

    Sales enquiries

    Regional forms send new enquiries into Pipedrive and record their source.

  2. 02

    Regional currencies

    The customer’s country determines the currency automatically.

  3. 03

    Team email

    Shared inboxes keep order conversations available to the relevant sales team.

  4. 04

    Products and orders

    Product variants and regional prices sit alongside customer payment and order details.

  5. 05

    Sales visibility

    Reports show sales progress and team activity in one place.

MACVAD sells products across Europe, Australia and New Zealand. Overlapping sales records and spreadsheets made it difficult to see each enquiry’s next step. Pipedrive now brings sales activity together and assigns currencies automatically. Further work on Business Central was planned separately.

Projects

  • Ongoing Support

    This project helps MACVAD keep its sales records useful. A completed change lets staff record whether an organisation has signed the retail terms and conditions.

    Read case study

  • Business Central Integration

    This project covers planning how Business Central and sales work should connect. The available work record confirms a check in, but does not confirm a completed connection.

    Read case study

  • Pipedrive Onboarding

    MACVAD’s sales team can follow leads and orders in one Pipedrive setup. Regional enquiry forms and automatic currency selection reduce repeated entry.

    Read case study

Recently touched

  • 2026-02-10 Wholesale customer order form Done
  • 2026-02-10 Wholesale customer order form Done
  • 2026-01-14 NZD Value on deals Done
  • 2026-01-04 NZD currency field for all dealsSubtask Done
  • 2025-12-24 [Update-1] Add condition on currency change + remove dev filter Done