

Industry
IT & technology

Audience
B2B

Country
USA

Services
Collaboration & Productivity, Project Management Software

Challenges
The company had over 500 users on its project management software, a disorganized marketing space, and difficulties tracking projects due to a lack of best practices.

Solutions
We have reviewed the marketing processes implemented in the ClickUp project management software.
We trained users and managers to use the tool according to their needs and responsibilities.

Results
Optimized marketing processes, better project management, increased team adoption.
Marketing reinvented, success assured


Reorganization and optimization of Marketing with ClickUp
For Cloud Factory, we undertook a profound transformation of the use of ClickUp, aiming to maximize its effectiveness through best practices, dedicated training and rigorous process cleaning.
We began by organizing collaborative sessions to understand the team's specific needs and identify existing inefficiencies. We then implemented intensive coaching and training sessions to ensure that every team member, from managers to users, mastered ClickUp's features and applied best practices.
Here's what we've put in place:
- Best Practices : Defining and integrating best practices for using ClickUp to ensure optimal use.
- Collaborative Sessions : Organization of working meetings to align teams on processes and functionalities.
- Coaching and Training : Targeted training for teams and managers, including practical sessions for rapid and effective adoption.
- Cleanup : Streamlined and optimized existing processes in ClickUp to avoid duplication and simplify task management.
Results obtained:
- Manager Empowerment : Managers were equipped to better oversee projects and teams, using ClickUp more strategically.
- Team Involvement : Active team participation in the change led to smoother adoption and better collaboration.
- Process Improvement : Internal processes have been refined and improved, with better definition of workflows and responsibilities.
- Features Exploited : Extensive use of many ClickUp features, such as automations, dashboards, and reminders, to optimize project and task management.
With this approach, Cloud Factory has successfully transformed its use of ClickUp into a powerful tool tailored to its specific needs, increasing operational efficiency and collaboration within teams.
