Automation of sales and customer service

MSI
Computer industry
Marketing
Bubble, Airtable, Slack, Email, Make

Through the eyes of Automation Hero

"One of the processes we automated together was the creation of Google Slides presentations and advanced campaign reports based on various budgets, invoices and other documents. It used to take hours before, but now it takes seconds."

Marcin Jablonski

Automation Specialist

Goals

  • To address these challenges, we implemented a solution for MSI that automatically summarizes the expenses and results of specific marketing activities.
  • This solution has enabled the automation of several key processes: invoice management, agency collaboration, content and strategy approval, translation management, automated media reports, campaign management, content and publication management, landing page creation, analysis execution and reporting.

Challenges

  • MSI is ambitiously expanding its billing capabilities for marketing projects - including managing invoices, budgets and project accounting. They are shifting from manual billing processing to more efficient methods, freeing up valuable time to focus on what they do best: creating innovative strategies and campaigns.

Marketing process automation for MSI

Challenge: Optimize marketing billing and reporting

MSI, an ambitiously growing company, faced the challenge of streamlining its marketing processes. Key areas requiring optimization included:

  • Managing invoices and project budgets
  • Accounting for marketing projects
  • Create campaign presentations and reports

Previously, manual processing of these tasks consumed a significant amount of time, limiting the team's ability to focus on strategic aspects of the business.

Solution: Comprehensive automation of marketing processes

To meet these challenges, we implemented an advanced solution to automate key processes:

  1. Automated documentation processingWe have createda system that automatically processes invoices, budgets and other project documents, eliminating the need for manual data entry.
  2. Automatic generation of reports and presentationsWe have implementeda tool to automatically create Google Slides presentations and advanced campaign reports based on processed data.
  3. Comprehensive integration of marketing processesOur solution included automation of many areas, including:
    • Cooperation with agencies
    • Approval of content and strategy
    • Translation management
    • Automated media reports
    • Campaign management
    • Content and publication management
    • Creating landing pages
    • Execution of analysis and reporting

Effects

SAVING TIME

The process of monthly project billing in the marketing department has been reduced from several days to just 30 minutes.

COST EFFECTIVENESS

MSI has saved about 15,000 per month through the implemented automations.

ANALYTICAL PRECISION

The integration has enabled precise measurement of ROI from various marketing campaigns, providing valuable insights for strategic decision-making.

PRODUCTIVITY

Process automation has significantly increased the productivity of the team, eliminating time spent on manual repetitive tasks.

Key improvements

The implemented solution automated the creation of presentations and reports, reducing the time of this process from hours to mere seconds. This has allowed the MSI team to focus on what they do best: creating innovative marketing strategies and campaigns.

With comprehensive automation, from translation management to report generation, the system has significantly optimized MSI's marketing operations. The result has not only improved operational efficiency, but also increased the creative potential of the team, which can now devote more time to strategic planning and innovation.

Lukasz Chmielewski

Customer review

"Since we decided to work with Automation House, our business has undergone an invaluable transformation. Not only do they have a great understanding of our needs, but they have also come up with solutions themselves. Which will work great for our company, allowing us to focus on creation instead of formalities. The Automation House team has always been with us, step by step, making sure that we feel supported and understood. They have provided not only technological solutions, but also a true partnership that helps us implement the technology effectively."

Lukasz Chmielewski

Head of Marketing

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