A Kick-Arse PR agency.
The agency was still managing their client project completely off-line. A system was required to bring all project management elements online and have a greater overall visibility of progress and requirements.
A system was designed with 3 key focus points:
- Project Management
- Internal Communications
The CRM element is managed by macanta, with Infusinosoft® Automation driving the outflow to other parts of the systems.
Project management is handled by a fully integrated setup using Infusionsoft®, Trello®, Zapier®, Slack® and Google Drive
All internal communications are handled using Slack®.
All customer records are accused through macanta. When a new project needs to be started, a workflow form is completed in macanta with the Project Title, Description and Project Type.
Once completed, a Trello® card is automatically created on the project board, already containing the individual tasks required for the project type.
This ensure every project of each type has a safety net of minimum requirements, without anyone needing to remember what that is.
As the Trello® card travels through their project journey, notifications are sent to Slack® as an update to the team on progress.
All projects are also recorded for reference inside macanta using the “Connected Data” functionality.