Marketing Agency

Marketing Agency Saves 15+ Hours Weekly with Single Source of Truth

How a 25-person marketing agency eliminated data silos and reduced project delivery time by 40%.

Timeline: 8 weeks to full implementation • Updated: January 2025

15+ hours saved weekly on data entry

40% faster project delivery

90% reduction in version conflicts

2 weeks to see initial improvements

The Challenge

Team members were copying project data between 7 different tools, leading to version conflicts and missed deadlines.

Implemented a centralized Smartsheet hub with automated syncs to their CRM, time tracker, and invoicing system.

SmartsheetHubSpotHarvestQuickBooksSlack

"We went from spending Monday mornings reconciling spreadsheets to actually doing client work. The ROI was obvious within the first month."

Sarah K. Agency Director

Let's discuss how we can achieve similar results for your business.