Automation of sales and customer service

Through the eyes of Automation Hero
Marcin Jablonski
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:
- Automated documentation processingWe have createda system that automatically processes invoices, budgets and other project documents, eliminating the need for manual data entry.
- Automatic generation of reports and presentationsWe have implementeda tool to automatically create Google Slides presentations and advanced campaign reports based on processed data.
- 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.

Customer review
Lukasz Chmielewski
Head of Marketing

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