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Jan 1, 2025
Sales
Comprehensive CRM Solution
Problem
Our client faced inefficiencies in managing their influencer marketing operations.
Key challenges included
Lack of streamlined processes for managing influencer data, brand deal pipelines, and closed deal tracking.
Time-consuming manual tasks like daily influencer social media updates and invoice creation.
Limited analytics capabilities to monitor deals and team performance effectively.
These inefficiencies hindered scalability, causing delays and miscommunications, especially during critical project phases.
Solution
Notretek implemented a tailored solution encompassing CRM setup, analytics dashboards, and advanced automation to address these pain points. Key deliverables included
Customized CRM Environment
Brand Deal Pipeline: Enabled smooth tracking from deal closure to agreements and briefs.
Influencer Database: Integrated custom fields and dropdowns for quick updates and ensured real-time data synchronization with other databases.
Closed Deals Pipeline: Created separate pipelines for tracking and invoicing, incorporating user-specific visibility through filters and settings.
Analytics Dashboards
Developed dashboards in Copper and Quotapath to provide real-time insights:
Team and deal performance summaries (daily, weekly, monthly).
Revenue splits between managers and the company.
Open and closed deal tracking across stages.
Integrated Quotapath for streamlined performance management.
Automation
Influencer Data Automation: Updated social media following and linked latest content daily for every influencer.
Invoice Creation & Reminder System: Configured Copper CRM to automatically generate invoices in QuickBooks based on status updates. As well as set up automated reminders to ensure timely payments.
Results
Efficiency Boost
Automated workflows significantly reduced manual effort. Eliminated repetitive tasks like daily influencer updates and invoice creation & Improved team efficiency by centralizing processes within the CRM.
Enhanced Visibility
Analytics dashboards empowered the client with actionable insights. Simplified decision-making through real-time deal tracking. Enhanced team accountability with performance summaries.
Cost and Time Savings
By automating routine processes, the client saved an estimated 30% of operational time, enabling the team to focus on higher-value tasks.
Scalability
The solution was designed with future scalability in mind, ensuring it could accommodate. Additional automations, such as cross-platform integrations. Transition to advanced platforms like HubSpot if needed.
Problem
Our client faced inefficiencies in managing their influencer marketing operations.
Key challenges included
Lack of streamlined processes for managing influencer data, brand deal pipelines, and closed deal tracking.
Time-consuming manual tasks like daily influencer social media updates and invoice creation.
Limited analytics capabilities to monitor deals and team performance effectively.
These inefficiencies hindered scalability, causing delays and miscommunications, especially during critical project phases.
Solution
Notretek implemented a tailored solution encompassing CRM setup, analytics dashboards, and advanced automation to address these pain points. Key deliverables included
Customized CRM Environment
Brand Deal Pipeline: Enabled smooth tracking from deal closure to agreements and briefs.
Influencer Database: Integrated custom fields and dropdowns for quick updates and ensured real-time data synchronization with other databases.
Closed Deals Pipeline: Created separate pipelines for tracking and invoicing, incorporating user-specific visibility through filters and settings.
Analytics Dashboards
Developed dashboards in Copper and Quotapath to provide real-time insights:
Team and deal performance summaries (daily, weekly, monthly).
Revenue splits between managers and the company.
Open and closed deal tracking across stages.
Integrated Quotapath for streamlined performance management.
Automation
Influencer Data Automation: Updated social media following and linked latest content daily for every influencer.
Invoice Creation & Reminder System: Configured Copper CRM to automatically generate invoices in QuickBooks based on status updates. As well as set up automated reminders to ensure timely payments.
Results
Efficiency Boost
Automated workflows significantly reduced manual effort. Eliminated repetitive tasks like daily influencer updates and invoice creation & Improved team efficiency by centralizing processes within the CRM.
Enhanced Visibility
Analytics dashboards empowered the client with actionable insights. Simplified decision-making through real-time deal tracking. Enhanced team accountability with performance summaries.
Cost and Time Savings
By automating routine processes, the client saved an estimated 30% of operational time, enabling the team to focus on higher-value tasks.
Scalability
The solution was designed with future scalability in mind, ensuring it could accommodate. Additional automations, such as cross-platform integrations. Transition to advanced platforms like HubSpot if needed.