Conceptualise Streamlines Client Reporting with Optsi, reducing spend by 30%

Conceptualise is a prominent digital marketing agency, catering to diverse sectors such as Beauty, Health, and Retail. The agency specializes in crafting and executing strategic marketing solutions aimed at fostering growth.

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  Reduced costs by 30%
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  Saved hours in resource
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  Generated scalability in the agency

The Challenges

As part of their previous strategy, Conceptualise made significant investments in ETL tools to transport client data to Big Query. As part of the process, digital team leads would manually download the data into individual spreadsheets and disseminate them to clients.

As Conceptualise saw rapid growth and an increasing client base, this data management process became increasingly costly and inefficient. This not only strained financial resources but also created an internal burden, diverting attention from optimizing media expenditures.

“The escalating costs of our tools were becoming a concern,” shared Rohan, CEO. “We valued the comprehensive insights we’d developed and knew our clients did too. Several expected detailed analyses daily.”

The Solution

Realising the challenges of handling extensive reporting internally, Conceptualise partnered with Optsi to provide a dependable, streamlined solution for their data management and reporting.

Optsi’s detailed dashboards for marketing provided them with a more streamlined solution for bringing in new client data, whilst the familiar look and feel to the reports made it easy for Conceptualise to embed in their reporting stack and become the singular source of truth. Conceptualise we’re also able to benefit by adding the Shopify integration into Optsi to see sight of metrics such as CAC and MER.

“If it proved efficient for our largest client, we were confident it would cater to the rest,” noted Rohan.

The Results

With Optsi, Conceptualise cut tech partnership costs by 30% and saved numerous team hours each week. This freed-up budget for recruiting, leading to more significant agency growth and an expanded clientele.