How Missional Marketing Saved Over 100 hours every week with ReportGarden

How Missional Marketing Saved Over 100 hours every week with ReportGarden

ReportGarden’s Insights Hub has been a game changer for us. We’ve saved over 100 hours every week by automating manual tasks like campaign tracking and data synchronization. This has freed up our team to focus on delivering results for our clients instead of getting bogged down by administrative work.
Missional Marketing

Introduction

Missional Marketing is dedicated to empowering churches to amplify their online presence and connect with their communities. They offer a comprehensive suite of services, including Google Grants, search ads, display campaigns, Performance Max, real-life outreach initiatives, and sermon video libraries. By providing these tailored tools and strategies, Missional Marketing helps churches boost website traffic, foster deeper community engagement, and spread their message effectively and efficiently.

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Current Setup

Missional Marketing relies on Salesforce as their central system to manage customer data and campaign workflows. Salesforce tracks the approval status of Google Grant accounts, collects creative assets, bills clients, and sets KPIs for both subscription-based and one-off campaigns, such as Christmas and Easter events. They run advertising campaigns across Google and Facebook while also offering services to improve website traffic and functionality.

While Missional Marketing has well-structured processes in Salesforce, they identified a critical need for integrating data into a single, centralized system. Account managers were manually tracking campaigns and budgets, switching between multiple platforms to collect and compile information. This approach proved both time-consuming and prone to errors, highlighting the importance of having all data consolidated in one place for seamless operations.

Problem Statement

Missional Marketing needed a solution to address several operational inefficiencies:

  • Disconnected Data: Salesforce housed all customer-related information, but it lacked a direct connection to automatically update reports and dashboards when services were added or KPIs changed.
  • Manual Tracking: Campaigns and budgets were managed manually across multiple platforms, requiring significant effort to ensure accuracy. While effective, this process was complex and demanded constant attention, underscoring the need for a centralized system to streamline operations and reduce the reliance on manual interventions.
  • Inefficient Workflows: Account managers spent considerable time switching between accounts and platforms to gather data, which was both complex and required meticulous attention to detail.
  • ‍Manual Updates for New Services: Whenever clients added new services, account managers were required to manually update reports and dashboards to reflect these changes. This process was not only tedious and time-consuming but also diverted valuable resources away from more strategic tasks, underscoring the need for an integrated solution to automate updates and centralize data.

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Solution

ReportGarden’s Insights Hub revolutionized Missional Marketing’s operations by:

  • Seamless Two-Way Salesforce Sync: Services offered to clients now automatically update dashboards to reflect the latest data. Historical reports and marketing data are presented in a concise, actionable format that combines Salesforce data with marketing platform insights.
  • Automated Report Generation: New clients in Salesforce are automatically synced to generate reports and dashboards, with updated links available in the client portal.
  • Pacing and Target Indicators: Custom pacing formulas and RAG (Red, Amber, Green) indicators were introduced to highlight pacing or target discrepancies, enabling immediate corrective action.
  • ‍Daily Data Sync: Marketing platform data is synced daily into Salesforce, replacing manual tracking processes and saving over 100 hours weekly.

With all data centralized and manual work automated, Missional Marketing has been able to:

  • Prevent campaigns from running beyond their due dates, saving thousands of dollars in overspend.
  • Streamline processes to focus on delivering results rather than administrative tasks.
  • ‍Reduce workforce requirements by 30%, allowing coaches and account executives to add more value to clients.

Implementation

The implementation process was smooth and collaborative. ReportGarden’s team worked closely with Missional Marketing to:

  • Understand their business goals and ensure operational excellence.
  • Develop high-level dashboards to track client performance and account manager effectiveness.
  • Create RAG dashboards by service type, enabling teams to prioritize lagging areas.
  • Provide real-time visibility into campaign issues, such as conversion pixel tracking and grant account optimizations, eliminating the need for month-end reviews.
  • Notify clients that need attention and accounts that need review automatically through email and slack everyday, so that we stay on top of our clients

The close partnership with ReportGarden ensured a tailored solution that met Missional Marketing’s specific needs and enabled them to deliver superior results for their clients.

Recommendation

Working with the ReportGarden Insights Hub team has been a seamless and rewarding experience. Their ability to understand our business, customize solutions, and scale with our needs has exceeded expectations. Missional Marketing is proud to have ReportGarden as their data analytics partner and recommends them to any organization looking to optimize operations and drive meaningful results.

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