AI Automation | CRM & Project Management
Do Yeoun Lee
Summary
Discover the transformative journey of an agency that tackled the daunting challenge of time-consuming client-related tasks in advertising. Through Python scripting and AI-driven tools, our team innovated an end-to-end automation process for ad creation, publishing, scriptwriting, and video editing. This case study showcases how AI automation can dramatically enhance operational efficiency and creativity in the advertising domain.
Background
The Client: An Advertisement agency ntangled in time-consuming manual tasks, heavily reliant on spreadsheets for managing day-to-day operations, significantly hindering their growth and scalability.
The Challenge: To develop a seamless solution that automates and consolidates client onboarding, sales initiatives, and communications into a unified CRM and project management system, enhancing overall business efficiency.
The Solution
The team embarked on integrating a comprehensive CRM and project management system, specifically tailored to address the client’s operational inefficiencies. This innovative approach aimed to modernize the client’s workflow, enabling a more cohesive and efficient business model.
Key Features:
• Streamlined Client Onboarding Process: Transforming the onboarding experience into a quick, efficient, and automated procedure.
• Integrated CRM and Project Management: A unified platform facilitating better management of client relationships and project tasks.
• Enhanced Communication Channels: Improved interaction pathways for teams and clients, ensuring clear and continuous communication.
• Automated Sales Outreach: Leveraging automation to boost sales efforts, making outreach more consistent and impactful.
This case study highlights the power of digital transformation through the integration of CRM and project management systems. It not only streamlined the client’s operational processes but also significantly boosted revenue and productivity, setting a new benchmark for operational excellence.
Results
• Revenue Surge: A dramatic increase in monthly revenue, soaring from $30k to $130k, showcasing the financial impact of operational efficiency.
• Instantaneous Onboarding: Reducing client onboarding time from a laborious 2 hours to instant.
• Digital Transformation: Transitioning from manual, spreadsheet-dependent processes to a fully automated, 24/7 operational system.
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Posted Mar 30, 2024
CRM and project coordination RPA system that streamlines processes including sales initiatives, client interactions, analytical panels, and content generation
