Case Study: Revenue Automation achieves 20% improvement in agency operations with RESULTS.com

Clarity into all aspects of business helps Revenue Automation improve agency operations by 20%

Revenue Automation is a full-service digital marketing agency specializing in Silverpop email and marketing automation. As a growing services firm, the team juggled multiple systems (CRM, project management, accounting) which made training, reporting and collating data time-consuming and left leadership and staff without clear visibility into how day-to-day activities tied to strategy.

They adopted RESULTS.com’s 1-Page Strategic Plan to define goals and used RESULTS.com’s API to pull live data from Salesforce, MavenLink and QuickBooks into a single KPI dashboard. The centralized view aligned activities to strategy, streamlined status meetings and boosted transparency—driving a 20% improvement in agency operations and clearer team accountability.

Revenue Automation

Peter Steele

CEO