Case Study: Advertising Agency achieves streamlined campaign management and centralized customer communications with OneDesk

How an Advertising agency uses OneDesk to manage advertising campaigns and customer communication with small and local businesses

Advertising Agency, a firm that manages local advertising campaigns for small businesses, struggled to track communications and coordinate work across sales, fulfillment, strategy teams and external vendors. They adopted OneDesk’s project management software to log prospects and campaigns, organize work into portfolios/projects/tickets, and capture email-based conversations so all interactions are tracked from pitch through campaign delivery.

OneDesk configured custom ticket types and fields, role-based project permissions, comment/email capture, and workflow automations (for example, auto-updating ticket status when vendors comment). As a result, Advertising Agency gained centralized visibility into all campaigns, reduced manual two-step status updates and missed messages, improved stakeholder access control, and saved administrative time through automated notifications and SLA monitoring.