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Industry
Marketing
Audience
B2B
Country
Canada
Services
Digital transformation, Automation, CRM
Challenges
The agency uses Google Sheet for its project management and didn't want to change software. The problem was that this led to a lack of communication, resource management problems and a repetition of manual actions with little added value.
Also, she wasn't making full use of Hubspot and found its cost too high.
Solutions
We've automated Google Sheets, backed up resources in Dropbox, and automatically updated project management statuses.
We audited their Hubspot, recommended and migrated to ActiveCampaign.
Results
We automated over 1,300 projects in one year, and over 1,000 emails.
Thanks to these automations, the agency has since begun tracking its Net Promoter Score (NPS).
Simplified project management and automated file storage.
A simple CRM, good value for money.
Automate your projects
Automated project management and customer communication
For Hardline Creativewe implemented a Google spreadsheet automation solution to optimize project tracking and deliverables management.
Spreadsheet automation
Automatic backup to Dropbox: Spreadsheets are automatically backed up to Dropbox, guaranteeing data security and easy access.
Dynamic Update: Updates are made automatically as new projects are created or closed, ensuring that information is always up to date.
Work simplification: Thanks to automation, spreadsheet management becomes much simpler, reducing manual tasks and the risk of errors.
Simplified reporting: Report creation is automated, making it easy to analyze data and generate accurate reports without extra effort.
Deliverable storage: Automation ensures that all deliverables are stored in Dropbox in an organized way, making them easy to access and manage.
Results :
Improved efficiency: Simplify the project management process with automatic updates and secure storage.
Error reduction: Fewer manual tasks reduce the risk of errors and improve data accuracy.
Simplified reporting: Automated reporting for better project visibility and faster analysis.
Organized management: All deliverables are automatically stored and easily accessible, improving document organization.
With this solution, Hardline Creative was able to efficiently automate its spreadsheet management, simplifying project tracking and deliverables management while ensuring better data security and accessibility.