Integrated Marketing Agency Operations with Airtable

A well-known marketing agency came to us looking to simplify their business processes. Their goal was to swap out their disjointed systems for an effective, and integrated platform.

Information to be managed:

• CRM: Manage client information efficiently.
  
• Team Resources: Organize team details and responsibilities.
  
• Projects: Track project progress and milestones.
  
• Tasks: Manage individual tasks seamlessly.
  
• Campaigns: Plan and execute marketing campaigns effectively.
  
• Content Calendar: Schedule and organize content publication.

Our approach:

We created a holistic system by utilizing Airtable's strong features as a low-code/no-code solution. We started with a minimal viable product focusing on essential integrations and iterated until all the requirements were satisfied.

The final work included:

• Database architecture: design of tables for each of the information types including formatting, data type selection, and linking
  
• Dedicated data views: intuitive data visualization as grid and calendar for quick interpretation and manipulation of the data
  
• Data entry forms: simplified forms for data entry with workflows and usability in mind
  
• Automated communications: keep internal and external stakeholders informed about the progress of projects and critical milestones
  
• Interfaces: visualization of data for a larger audience beyond system owners

Impact:

Thanks to Monino Solution our client was able to benefit from a quick execution with custom integrations in to their legacy systems. Furthermore, thanks to the training and coaching at delivery, the organization fully implemented the solution.

Since the final delivery, our client has experienced significant improvements in their operations. The streamlined workflows have boosted productivity. Tasks are now managed seamlessly, leading to quicker project delivery and improved client satisfaction.

For solutions tailored to your business needs, contact us today.