Scaramanga Marketing
Scaramanga Marketing, founded in 2000 by Claire Scaramanga, is a dynamic marketing agency with a strong track record in B2B marketing. They bring a wealth of experience gained from working with major clients such as BAFTA, EE (T-Mobile) and many medium and large SMEs.
Since its inception, Scaramanga has grown into a forward-thinking agency, focused on delivering exceptional results for clients while championing inclusivity and accessibility in both their work and business practices.
Scaramanga faced the challenge of managing fragmented reporting processes, which relied heavily on manual data input and lacked real-time updates. This made it difficult to unify financial and deal data across their team, hindering their ability to access accurate, actionable insights efficiently.
Project Highlights
The Objective
Scaramanga wanted to be able to create reporting dashboards that automatically update based on deals and financial information based on employees.
This would then allow the ability to unify reporting and remove as most manual data input and providing quality information as a dashboard on a month by month basis almost live.
Goldstar IT’s task was to ensure a smooth migration to Zoho One to allow the development of reporting dashboards that automatically update with deal and financial data tied to employees, minimising manual input and providing near real-time, high-quality monthly insights.
The Solution
To meet Scaramanga’s objectives and provide them with comprehensive insights into their operations, we implemented a detailed and structured solution leveraging Zoho Analytics, Zoho CRM and Zoho Books within the Zoho One subscription. Our approach included the following key steps:
- Best Practices for Deal Module Updates
We advised Scaramanga on best practices for the Deal module to ensure it is optimally configured for their reporting and data analysis needs and completed the changes required. - Zoho Analytics Integration & Data Cleanup
– We connected All the required apps (CRM and Books) to Zoho Analytics and utilising SQL tables connected the data, creating a unified platform for reporting and analysis.
– Performed a thorough cleanup of existing reports within the Workspace, eliminating outdated or irrelevant data and ensuring that only accurate, up-to-date information was available for analysis. - Zoho Analytics Reports Building and Training
Built the required reports, Dashboard including widgets and then provided the training so that Scaramanga can then maintain their own reporting dashboard.
“Goldstar IT worked on understanding our brief and exactly what we wanted and the end result was brilliant. Paul and the team were a delight to work with.”Claire Scaramanga, Director, Scaramanga Marketing
The Outcome
By implementing the tailored solution, Scaramanga gained enhanced visibility into their operations, with a strong focus on revenue, pipeline performance, operational efficiency. The integration of Zoho Analytics with Zoho One Subscription not only centralised their data reporting but also facilitated the creation of highly customised dashboards that provided key insights at a glance.
Key outcomes included:
- Improved Financial Insights: The Revenue & Pipeline Forecast SQL and Revenue Gap Chart empowered Scaramanga to better track actual versus forecasted revenue, helping them make informed decisions to close revenue gaps.
- Enhanced Sales Tracking: With charts like the Opportunities by Lead Source Pie Chart and Opportunities by Status/Stage Funnel Chart, Scaramanga gained a clearer understanding of their sales pipeline, allowing them to optimise lead generation and conversion strategies.
- Streamlined Reporting and Decision Making: The clean-up of existing reports and the addition of custom widgets ensured that Scaramanga’s team could easily access relevant data, allowing for faster decision-making and increased operational efficiency.
Overall, Goldstar IT’s solution positioned Scaramanga to make more data-driven decisions, improve sales forecasting accuracy, and drive business growth with a more streamlined and effective reporting system.
