The challenge
Visualsoft is a large eCommerce and digital marketing agency supporting over 1,000 clients. Despite their scale and expertise, they faced challenges in performing audits and creating media forecasts that instilled mutual confidence between their team and clients. These issues stemmed from the use of multiple, inconsistent data sources, which led to varying interpretations and reduced clarity in decision-making. In addition, their team were spending multiple days each month preparing reports for client reviews and for internal meetings, such as 1-2-1s and board reports, rather than on strategic initiatives.
Some of Visualsoft’s clients naturally placed more trust in certain marketing channels over others, compounding the difficulties. Visualsoft ultimately lacked a single source of truth to be able to make business decisions for both themselves and their clients.
Visusalsoft were reporting in-depth weekly and monthly, and despite using automated systems such as Looker studio, they were finding that their team were spending days manually creating reports with data that sometimes didn’t quite add up or was prone to human error.
50%
Reduction in time spend reporting and forecasting
What we did
The ASK BOSCO® platform provides Visualsoft and their clients with a unified view of performance from an eCommerce and marketing perspective. By consolidating multiple 1st and 3rd party data sources into one centralized location, it empowers the team to make more informed and effective marketing decisions.
Regarding forecasting and the accuracy of the ASK BOSCO® budget planner, the Visualsoft team described it as unparalleled, stating, “nothing out there has ever given us anything like this before.” The tool has significantly boosted their confidence and boldness when presenting proposals to clients, offering a clear and reliable path to achieving growth objectives and building stronger partnerships.
Using ASK BOSCO®, the Visualsoft team are saving at least 2 days of reporting a month. That time has now been reinvested into client strategy, client communications and focusing on the work that delivers true value, rather than fixing broken reporting links. The team found that there were other benefits beyond saving time. By having everyone looking at the same data sets and making decisions from consistent data, it has allowed them to provide a higher level of accuracy for their clients. Their forecasts and recommendations are now all based on black and white numbers, which means that everyone – including their clients – are looking at the same dashboard.
Ian Hyde, Head of Digital Performance said, “There are huge benefits for us in terms of time saving and accuracy, which you can’t really put a price on”.
“We’ve leapt forward in terms of client reporting and how we interpret their results. As an agency, this has improved our efficiency and quality, and from our clients’ perspective it means they’re getting better data, better insights and are making better decisions that positively impact their performance.”
Daniel Dixon, VP of Sales | Visualsoft
Key take homes
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