s360's Enhanced Digital Marketing Investments Optimisation with Cloudify

Project Overview

s360 is a technology based company that helps their customers to make significant and measurable improvements in their digital marketing efforts through their data driven process. s360, has an intricate workflow that incorporates several different technologies, including HubSpot, e-conomic, and Big Query. The processes involved encompass creating their customer's invoices in e-conomic, maintaining deal, proposal and quotes entries in HubSpot, and storing all these data into Big Query. These various tasks contribute to the complexity of the overall process.

s360 turned to Cloudify for a custom automation solution when it needed greater workflow efficiency. Cloudify's tailored custom automation solution offered s360 increased efficiency, accuracy, and data-driven decision-making capabilities, ultimately driving better results and value for their customers.

The Challenge

What did s360 needed help with?

Essentially, the challenges involve transforming the CRM into an invoicing machine, establishing a comprehensive correlation between the CRM and accounting functions. Consequently, it becomes possible to significantly shorten the gap between sales and accounting departments.

The Solution

How did we approach it?

Cloudify's Comprehensive Solution: Optimising s360's Operation for Growth and Efficiency

1. Recurring Billing Made Effortless: Cloudify's custom automation for HubSpot and e-conomic introduces a revolutionary approach to recurring billing. With precision that outshines traditional methods, the system adeptly manages diverse invoice schedules, accommodating varying frequencies and demands. Moreover, the solution intelligently allocates revenue based on departments and consultants, showcasing an in-depth grasp of intricate financial structures within the organisation.

2. Streamlined Deal Information Integration & Automated Customer Management: Cloudify's system elevates efficiency by seamlessly extracting deal information from HubSpot, ensuring utmost accuracy. In the subsequent phase, it seamlessly interfaces with e-conomic to identify the associated customer. In cases where matches are lacking, the system autonomously generates new customer profiles, effectively eliminating manual errors. This transformative integration doesn't just save time; it redirects focus towards critical tasks, setting the stage for enhanced productivity.

3. Integration with Big Query: Automating Data Insertion: The power of Cloudify's custom automation solution shines through its automatic data insertion mechanism. Following processing through HubSpot and e-conomic, all data is effortlessly and seamlessly integrated into Big Query. This integration offers a comprehensive overview of revenue streams, meticulously categorised by clients, departments, and consultants. The result is a dynamic snapshot of financial insights that empowers informed decision-making.

Cloudify's approach is rooted in a deep understanding of s360's unique operational complexities. By skillfully transforming challenges into avenues for growth and efficiency, Cloudify has created a transformative solution that encompasses seamless recurring invoices, intelligent deal information integration, and effortless data insertion into Big Query. This holistic approach ensures that s360 is equipped with the tools needed to thrive in a competitive landscape.

Automations delivered - SaaS apps that helped s360 grow:

• HubSpot - HubSpot served as the primary data source for deal information in s360's growth strategy, streamlining customer relations and sales tracking.

• e-conomic - e-conomic was employed to manage the customer and product data, automating the invoicing process, and reducing time-consuming errors in s360's operations.

• Big Query - Big Query facilitated comprehensive data analysis by automatically storing and organizing all operational data, enabling s360 to focus on their core competencies rather than manual data entry tasks.

The Results

The custom automation solution developed by Cloudify, integrating HubSpot, e-conomic, and Big Query, provides several significant benefits to s360 and its customers:

Enhanced Efficiency: The integration of these technologies streamlines various tasks and processes. Automation reduces manual intervention and the need to duplicate efforts, allowing s360's team to complete tasks more quickly and efficiently.

Reduced Errors: Automation minimises the chances of human error that can occur during manual data entry and manipulation. This ensures that data accuracy is maintained, leading to reliable insights and analyses.

Seamless Data Flow: The automated solution facilitates the smooth flow of data between HubSpot, e-conomic, and Big Query. This eliminates data silos and ensures that relevant information is accessible to all teams, enhancing collaboration and decision-making. Real-time Insights: By automating the extraction and transformation of deal information into Big Query, s360 gains access to real-time insights. This enables the team to make informed decisions promptly based on up-to-date data.

Optimised Resource Allocation: With automation handling tasks like creating bills, maintaining journal entries, and managing client and product information in e-conomic, s360's resources can be redirected towards strategic initiatives and value-added activities, such as optimising digital marketing campaigns.

Personalised Customer Interactions: The integration of HubSpot allows s360 to leverage customer data for more personalised interactions. This can lead to improved customer satisfaction and loyalty.

Scalability and Growth: As s360 continues to expand its digital marketing efforts, the automated solution can easily scale to accommodate increased data volume and complexity, supporting the company's growth trajectory.

Cost Savings: Automation reduces the need for manual labor, which can lead to cost savings over time. It also helps avoid potential costs associated with errors and delays that might occur in manual processes.

Competitive Advantage: By harnessing the power of automation and data-driven insights, s360 can gain a competitive edge in the digital marketing landscape. The ability to make data-backed decisions swiftly and accurately positions them as leaders in their industry.