How IMImobile South Africa Saved 80% of Time on Marketing Requests with Pipefy

IMImobile South Africa

Headquartered in London with offices across Europe, North America, Asia and Africa, IMImobile provides solutions that enable enterprises to automate digital customer interactions to improve customer experience and reduce operating costs.

 

Less Time managing
Marketing Requests
and Team Capacity

 

Correct Receivement and
Execution of Requests on
Pipefy

Challenges

Our people would sit down every morning and spend 25 minutes updating spreadsheets. It was nuts."

IMImobile South Africa manages multi-channel marketing campaigns for some of the world’s biggest brands in finance, retail and municipal services, but it struggled to manage internal capacity and timelines efficiently.

Devon Meerholz, Chief Creative and Operations Officer, IMImobile South Africa, explains: 

“We were communicating with our clients by email and manually tracking the progress of each request. Our people would sit down every morning and spend 25 minutes updating spreadsheets. It was nuts.”

Operating with manual processes, the execution teams risked overlooking critical information.

“Anything that involves humans is prone to human error,” says Devon. “So briefs would get misplaced or come in with incomplete information. We’d spend a lot of time chasing things down.”

Teams lacked visibility into who was working on what, and managers struggled to monitor and measure capacity and output results. Were their teams keeping up or falling behind?

Devon quickly realized IMImobile South Africa needed a solution that would capture end-to-end metrics. “We needed a consolidated view of the entire internal process,” says Devon. “We wanted team members and account executives to be able to log in and see exactly where things are at."

Solution

You’re not just interacting with the Pipefy platform, you’re interacting with an entire team of people. That’s a massive selling point.”

Devon and his team started looking at task and project management tools but found many of them didn’t have all the features they needed.

“Some tools were easy to set up but were too light for us,” says Devon. “They just didn’t have the automations we needed to replace manual and repetitive work.”

Other tools lacked the capability to trigger emails and generate reports.

Eventually, one of Devon’s team members brought Pipefy to his attention. The team signed up for a free trial and found it met their exact requirements.

 “Pipefy is an A to Z solution with a lot of built-in flexibility,” says Devon. “You can set it up the way you want.”

During implementation, Devon was pleased with the level of support he received from the Pipefy team, from account managers to developers.

“Pipefy was great,” says Devon. “They helped us get our heads around how to do things. They understood what we were trying to accomplish and had a lot of great advice and ideas for us.”

That level of support continues today with Lauren Hobolt, Pipefy’s Customer Success Manager.

“You’re not just interacting with the Pipefy platform, you’re interacting with an entire team of people,” says Devon . “That’s a massive selling point.”

Results

100% of the requests that are captured on Pipefy correctly, are executed correctly. You won’t find a more powerful metric than that.”

Thanks to Pipefy, IMImobile South Africa is spending 80 percent less time managing its clients’ requests. The company is using Pipefy to manage every request from beginning to end—from briefs to invoices.

The team no longer has to track down incomplete or missing briefs. Clients can access and complete required forms on Pipefy directly, which ensures all critical information is captured. Once the forms are submitted, IMImobile South Africa’s campaign owner is notified via Pipefy’s automated system.

“Clients that use Pipefy really, really love it,” says Devon.

Reporting on performance metrics has also dramatically improved. Devon set up a number of reporting templates. By simply clicking on one of his customized reports, he can access all the information he needs.

“Reporting in Pipefy is super powerful,” says Devon. “We no longer have to rely on human beings to try and capture those numbers.”

These reports also ensure managers can see how their teams are performing in one consolidated dashboard.

Thanks to the control and transparency Pipefy provides, internal processes are running smoothly and efficiently. As a result, IMImobile South Africa’s clients are happier than ever before.

“One hundred percent of the requests that are captured on Pipefy correctly, are executed correctly,” says Devon. “You won’t find a more powerful metric than that.”