GoSpooky

GoSpooky is a social-first creative agency that produces campaigns and content for major brands. Deals are not a single line item, but projects with budgets, sub-budgets and cost components that are ultimately delivered by production teams.

“Sales and production finally looked at the same numbers. That saved discussions as well as manual work.”

Team GoSpooky

The challenge

The sales side and project delivery lived in different worlds. What was sold in Salesforce had to be re-entered manually into the project management system where budgets and hours are tracked. Every change to a deal meant retyping it again.

• Won deals were transferred manually to the project management system
• Budgets, sub-budgets and cost components drifted apart between systems
• Project changes never made it back into the commercial picture
• Reporting on revenue and project margin required manual puzzling

Our approach

We first implemented a clear Sales Cloud foundation and then built a custom API integration with Productive, GoSpooky's project management system. Deals, budgets and sub-budgets have flowed automatically from sales to delivery ever since.

“Create a deal and the project is ready for the production team. That is how it should work.”

Team GoSpooky

The result

Sales and project delivery at GoSpooky are now one continuous flow, from first lead to finished project.

Won deals appear in the project management system without any manual work, including their budget structure. Changes stay in sync, so sales, production and finance work with the same figures. Recurring project structures are cloned with one click instead of rebuilt from scratch.

“The integration takes work off our hands that nobody enjoyed. And now it is simply correct.”

Team GoSpooky

Looking ahead

GoSpooky keeps building on this foundation with further automation of the quoting and project process, so the agency can keep growing without extra administrative burden.