Case Study: Revenue Automation achieves a 20% improvement in agency operations with ResultsBI

Revenue Automation Improves Agency Operations by 20%

Revenue Automation, a full-service digital marketing agency focused on Silverpop email and marketing automation, faced time-consuming reporting, heavy training on multiple systems, and the need to collate data from disparate tools to see performance in context. They engaged ResultsBI and its RESULTS.com platform (including the 1-Page Strategic Plan) to better define company goals and create a single view of their operations.

ResultsBI implemented RESULTS.com integrations and APIs to pull live data from Salesforce, MavenLink and QuickBooks, centralizing activities and KPIs on one dashboard to align tasks with strategy and streamline status meetings. The centralized solution improved agency operations by 20%, increased team visibility and accountability, and eliminated much of the manual report consolidation work.

Revenue Automation

Peter Steele

CEO