Lead-to-transaction tracking tool for a digital marketing agency
- Location
- North Carolina, USA
- Year
- 2019
- Engagement
- Profitability Improvement: Reporting & Automation
Digital Marketing Agency in a stage of growth from successful marketing campaigns. As the client list was growing, the company needed to match revenues to client to avoid double prospecting. A streamlined tracker of campaign-generated transactions would enable marketing analytics as well.
Our team collected all reports and tools used to create campaigns and track transactions. We matched emails between datasets to link transactions to campaign leads. We simplified and streamlined a tracking tool using Google Sheets that could be further linked to other APIs.
Case snapshot
Successfully completed in under a month
Technology
Case snapshot
Trackers enabled team to develop additional insights in customer demographic and re-target lead generation
Technology
Case snapshot
Client further automated the admin processes involving the tool through linkages with other services that could change mailing lists
Technology