As the agency grew, client reporting absorbed more and more of the agency’s resources, which ended with some dire consequences. RDM had the unfortunate experience of losing one of its largest clients. Instead of admitting defeat and closing its doors, High went on a new client acquisition mission and signed up new client after new client.
Today, RDM is bigger and more successful than ever, partly due to that unexpected hardship and the motivation it created to grow and create new products to help its clients grow.
However, because of this turbulent time, High knew that things had to change and began looking into ways to run the agency more efficiently so the agency could focus on client acquisition and retention. One of the processes that stood out as consuming too much time was their monthly client reporting.
They were using multiple tools to get their clients' data and compile it into a PDF report. It was a very time-consuming process and prone to manual copy-and-paste errors that had to be corrected before the data could be presented to clients.
RDM needed a solution that would help them analyze all of their clients’ marketing data in one place to paint a full picture of how their campaigns worked in concert. With their current process, they couldn’t integrate every platform their clients were using, so the data was always kept separate, making it harder to blend the data and make meaningful connections between all the moving parts.