Industry
Media & marketing
Audience
B2B
Country
Switzerland
Services
Collaboration & Productivity, Project Management & Sales Software
Challenges
The agency lacked a project management system and was not using its CRM to its full potential.
Solutions
We supported the client in implementing ClickUp project management software for sales tracking and handover with project management.
Results
Simplified project management, automated processes, and seamless integration with CRM.
Unify your sales and projects
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Project management and CRM integration for a marketing agency
For Swiss Tomato, we recommended and implemented ClickUp after mapping their processes on Miro, taking into account all their business and terminology requirements. We implemented a clear sales pipeline and defined project templates for easier management and execution. Simple sales metrics and dashboards allow for easier tracking and automatic reminders. The simplified transition from sales to projects, via a single software, made management intuitive for owners. Operational processes were standardized, allowing for better time management and complete oversight of activities.