Industry
Marketing
Audience
B2B
Country
Switzerland
Services
Collaboration & productivity, Project management software and sales
Challenges
The agency lacked a project management system and wasn't using its CRM to its full potential.
Solutions
We helped the customer implement ClickUp project management software for tracking sales and interfacing with project management.
Results
Simplify project management, automate processes, and integrate seamlessly with CRM.
Unify your sales and projects
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Project management and CRM integration for a marketing agency
For Swiss Tomatowe 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 to facilitate management and execution. Simple sales metrics and dashboards enable easier tracking and automatic reminders. The simplified transition from sales to projects, via a single software package, has made management intuitive for owners. Operational processes were standardized, enabling better time management and complete supervision of activities.