Client Overview: A marketing agency offering digital marketing and branding services to small and medium-sized businesses.
Challenge: The client faced challenges in managing client projects, communication, and performance tracking, leading to inefficiencies and client dissatisfaction.
Solution:
- Customized the CRM to include project management and task tracking features.
- Set up automated reminders for client meetings, project deadlines, and performance reviews.
- Implemented a system for tracking client communication and feedback.
- Created dashboards to monitor project progress and client satisfaction metrics.
Results:
- Improved project management and on-time delivery of marketing campaigns.
- Enhanced client communication and satisfaction through timely updates and feedback loops.
- Increased client retention rates by 15% due to improved service quality.
- Streamlined internal processes, leading to higher team productivity.