Real-Time Lead Data Tracking for Marketing Company

The automation of lead collection created a more efficient process for employees at Sixth City Marketing. It also improved the experience for their customers, as it helped alleviate many mid-month questions from clients. The real-time spreadsheets allowed clients to easily review performance and leads at any given time during the month, freeing up the team to focus on implementing other strategies to help them grow. The automation also provided a competitive advantage for Sixth City Marketing, as sharing real-time lead data was not a common practice among their competitors. Additionally, Zapier helped streamline other processes such as employee onboarding and team communication, further enhancing operational efficiency.

Significant reduction in time spent on logging in, exporting, formatting, cross-checking data, and analytics.

Ability to manage and update lead data for an increasing number of clients without additional time investment.

Real-time updating of client spreadsheets, enabling immediate access to up-to-date data for client check-in calls.