J&E Media Corp. saves time and boosts client retention with Swydo

J&E Media Corp. is a Rochester-based full-service digital marketing agency. From website design to social media management to online ordering and more, they provide a range of comprehensive digital marketing services for clients across the globe.

Putting together monthly reports was a challenging task

We were seeking a platform that could help us effectively scale our clients’ businesses and better communicate the value our agency was providing.

We had one person manually sending reports out to over 100 of our clients. This would take days to complete each month. We needed a way to streamline this. We looked at TapClicks, Funnel, and Swydo.

Swydo worked best with what we needed/wanted in a reporting system. It provided us with a solution that not only helped us achieve our goals but also allowed us to visually demonstrate our impact to our clients. The result has been improved client retention and increased revenue for our agency. 

Choosing Swydo as the best solution for our needs

After trying various reporting systems, we found Swydo’s custom filter option to be a team favorite. We run hundreds of campaigns under one Facebook account, and no other reporting system provided an option to filter by ‘ad name’ to ensure only specific campaigns would show up on their respective reports. This was huge for our company!

This option has been a game-changer for our team and has saved countless hours of manual filtering and has been an invaluable addition to our reporting process.  

Swydo’s standout features our agency swears by for faster reporting:

1. Report Templates

Swydo offers a variety of report templates that make creating reports much easier for our agency. The templates are highly customizable, which allows us to quickly create reports that cater to our client’s specific needs.

2. Branding

We love the ability to add our company’s logo and client colors to the reports. It makes everything look much more official and professional, and it helps to reinforce our agency’s brand with our clients.

3. Custom data

Adding third-party data via Google Sheets was a win-win for us.  We don’t always use big box names for advertising, so we were happy to learn we can add any platform data easily. 

4. Template Gallery

It gives us ideas on what reports our clients might like or need. This feature helps us save time by providing a starting point for our report creation process.

The winning choice for saving time and securing new clients

We’ve unlocked a whole new level of efficiency with Swydo and the team has seen a significant increase in productivity. With the saved time, we have secured some big clients who only sign on if you have a good and professional reporting system in place. 

We use Swydo reports to show them how well we’ve done during our contract renewal process. We can easily monitor our campaigns’ performance and progress, which has been incredibly helpful in making data-driven decisions and has been a vital selling point for our agency. 

Besides that, Swydo is affordable. It’s a more cost-effective solution than other reporting platforms we’ve tried, like TapClicks and Funnel. And whenever we’ve had questions, Swydo’s customer service team has been amazing and prompt. We highly recommend giving it a try.

Discover how Swydo can save you time while delivering meaningful marketing insights. Sign up for a personalized walkthrough or try it for free here! 

BigWave Marketing saves money by reducing manual reporting hours

BigWave Marketing is a creative growth agency based in the United Kingdom. They offer a complete range of in-house resources tailored to all marketing needs for effective online and offline campaigns for small and mid-market businesses all over the world.

Saying goodbye to manual reporting and handwritten summaries
Our Paid Media (PPC) department grew 100% in team size between 2017-2019 and this is down to streamlining internal processes and increasing productivity. Having Swydo set up meant we had more time to grow our clients’ businesses and focus on performance rather than writing weekly manual summaries by hand.

Our previous reporting software ‘Agency Analytics’ was way too basic and did not give the ability to add visual graphs to the detail that our client needed. With Swydo, we increased our client communication by adding weekly notes to our live reporting dashboards which reduced email traffic between our account management team and clients.

We estimate based on saving one hour of time per person, per day on reporting, we could have potentially made an additional £6,675 per year (after the cost of the software). The time lost on manual reporting initially cost us almost £11,000!

A tailor-made approach
Swydo integrates with most Paid Media channels such as Google Ads, Facebook Ads, LinkedIn, Twitter, Snapchat, and TikTok!  The reports can be as simple or complex as needed. We can tailor each report to suit the information the clients want to see based on how much they pay us for management. In addition to the monthly report scheduling, the live dashboard sharing has been fantastic as a selling point as it helps us win new business. 

The key features we love about Swydo are:

Report templates
Who wouldn’t love their own custom-branded report? They are impressive and we always receive positive feedback on how pretty they are.

Client overview and management
We find this section useful for managing multiple clients.

Report scheduling
We trust our report scheduling and they rarely fail but when they do this is easy to fix and re-send.

Branding
Simple and effective. Adding colors to the reports and graphs added an extra touch and is a winner with internal client marketing teams. They’re able to take screen grabs and add to their own marketing summaries.

Data comparison
An opportunity to see previous campaign data to inform current campaign best practices and decisions on objectives. 

A winning solution

We have been a customer of Swydo for over four years. We are advocates of the software and our teams now enjoy reporting which speaks a lot about how easy and powerful it is. The brand and report templates have been a great feature to use as it has allowed us to keep our reporting consistent and simplified for our clients. We recommend that folks try Swydo, as it will improve your reporting time by at least 20%, and clients LOVE it!

Want to learn how Swydo can help you gain meaningful marketing insights while saving you time through reporting automation? Get in touch with us and sign up for demo or a free trial!

How Swydo made client reporting efficient for Serenity Digital

For any all-service marketing and communications consultancy, client reporting forms the crux of their operations. And for an agency with a rapidly growing client base, that exponentially increases time focused on reporting and data tracking. That’s the situation we found ourselves in at Serenity Digital.

Serenity Digital provides creative, technical, and acquisition services, including marketing strategy, copywriting, social media management, PPC, SEO, email marketing, web design, and more.

Challenges  

With so many clients and a multitude of digital platforms being used, we needed a way to consolidate our reporting statistics under one roof. It was a very manual job before that required us to log in to each platform and make notes of the statistics individually which left us vulnerable to the possibility of making errors. The platform we were looking for had to help us save time, and have customizable features. We briefly considered using Hootsuite but realized it didn’t have the capabilities and functionality that we were looking for. 

Why Swydo?

With Swydo we can intuitively navigate the platform. The product is easy to use. We can integrate with all the major social media platforms, ad analytics, and ad platforms that our clients use. An added advantage is we can customize the reports on a per-client basis and pull the statistics that we need as an agency and analyze performance to make data-driven decisions with our clients.

Results

Since using Swydo we have seen significant improvements in our client reporting process. With Reports Templates we save plenty of time when onboarding new clients and can personalize our reports for each client. We use Swydo as our reporting hub and we can connect to multiple data sources and pull data quickly and in one place for all our clients which saves us time. We also use it as a monitoring tool and data comparison allows us to quickly and easily see performance comparisons over a period of time. We appreciate the ability to create online dashboards that can be shared with clients – it not only helps us save time but also takes away the need of sending out daily and weekly reports.

Want to learn how Swydo can help you gain meaningful marketing insights while saving you time through reporting automation? Get in touch with us and sign up for demo or a free trial!

Mondo Marketing scales reporting with Swydo

MondoMarketing is a performance-driven digital marketing agency based in Utrecht, the Netherlands. For the past 10 years, we have helped many organisations succeed with our results-driven, strategic and pragmatic no-nonsense approach. By focusing on our clients’ target audience and the customer journey, we reach the right target group at the right time with the right message. We are experts in devising and executing performance-driven digital marketing campaigns and helping our clients get the most out of their digital marketing efforts and budget.

Challenges

Prior to using Swydo, our reporting process was completely manual, and took up to 32 hours a week to complete the process. Our challenge was to provide client reporting in a more time efficient manner, so we could use that time on more important tasks such as strategy, campaign executing and optimization. Another challenge we faced with manual reporting was the opportunity for human error while copying and pasting data from separate spreadsheets.

Results

With Swydo we can easily create reports with data from multiple marketing channels – like Google Ads, Facebook, Instagram and Microsoft Ads – all at once. Using Swydo has eliminated the chance for human error as the data is loaded automatically and directly from the data sources we’ve selected. It is very easy to create customizable templates, and we’ve built our own brand template in our company style colors, fonts and images. This assures that we have a more professional uniform appearance. Plus the drag-and-drop interface makes it easy to create custom KPIs that our clients need.

By using Swydo for our reporting, we can easily customize the reports. And we’ve been able to reduce the number of hours spent on reporting by 50%, giving us more time to focus on our clients and generating new business. While we did look at other potential reporting solutions, we found that Swydo was the most simple and complete platform to work with.

Favorite Features

– The drag-and-drop interface makes it very easy to create custom reports for our clients.
– The flexibility to create our own metrics with the custom metrics feature.
– The Google Sheets integration is invaluable for including different data and new channels that are not yet connected with Swydo.

Want to learn how Swydo can help you gain meaningful marketing insights while saving you time through reporting automation? Get in touch with us and sign up for demo or a free trial!

Swydo saves the Loyals apx 40 hours of monthly reporting

Loyals is a communications agency that helps companies grow and build brands. Our specialists select the right marketing communication mix to achieve our clients goals, and are not afraid to change that mix if the market calls for it and enables new opportunities. Our analysts understand the power of data and know how to use this data.

We believe in results, so we have always demonstrated our professional work through these goals. That is why it is essential for us to use a tool that facilitates the collection and organization of the data from our campaigns.

Challenges

When we started over 17 years ago, we used Excel spreadsheets for reporting because it offered us exactly what we were looking for: data management and control. At the beginning it was quite useful and simple, since we did not need much data to be able to generate the reports. However, as we grew and started using more digital marketing channels, we began to generate large amounts of data from different sources that were not easy to manually combine into one clear report. We needed to look for a more efficient solution – a tool that would not only offer us the data management and control we needed, but would also allow us to automate the collection and organization of data.

Our continued growth led us to become an international digital agency, which further complicated the reporting process with the need for more customized reports for new clients, new languages, new digital marketing platforms and more colleagues involved in reporting. We thought that it would be impossible and that we would have to build our own reporting tool with the use of Google Data Studio, but fortunately after a good online research, we found Swydo, the most complete reporting tool in the market, that adapts to our needs and in which we have trusted until today.

Results

Our favorite Swydo features that have helped us solve our challenges include:

Time Saving
Through Swydo we can connect to all the digital marketing platforms we use. It saves us approximately 40 hours of monthly reporting and has allowed us to spend that time thinking in the next big thing.

Added Custom Value
Through email templates we can make an automated email feel close and personal, which improves our relationship with customers and also saves us time that can be spent on improving their campaigns. We also love the ability to create custom reports for each of our clients, and in the languages they need.

Additionally, we’ve been able to leverage the benefits of Swydo reports as a selling point when our sales team conducts discussions with future clients.

Improved Client Management
We use Swydo to set up KPI dashboards to closely monitor the results of our clients, which makes it easier to make decisions in our clients’ marketing campaigns. It allowed us to automate not only the reports for our clients but also for ourselves. For our internal reports, we create custom widgets that provide us with specific knowledge for each client.

Valuable Customer Service
We very much appreciate the attentive and multi-language customer service that Swydo provides, as this has made it easier for us to communicate with the tool.

With Swydo we can focus on achieving the best results for our clients in an efficient and time-saving way. We communicate with professional looking reports that are tailored to contain only the data that is most important to their business goals. Swydo supports our international growth by offering the most flexible and complete reporting tool in the market.

Want to learn how Swydo can help you gain meaningful marketing insights while saving you time through reporting automation? Get in touch with us and sign up for demo or a free trial!

Black Propeller improves client retention with Swydo

Black Propeller is an industry-leading PPC agency based in Bel Air, Maryland. We specialize in paid search and paid social advertising for small to mid-market businesses all over the world.

Challenges

As marketers who love crunching numbers and diving deep into statistical trends, we naturally have an affinity for spreadsheets. We’re geeks like that. In the early years of our agency we relied solely on Excel and Google Sheets to compile and deliver reports for our clients. To be honest, we were pretty stubborn about it. Despite the intense amount of time and resources that went into our spreadsheets, we loved the granular control we had over our tracking and reporting. With spreadsheets the possibilities are endless. That’s the upside. But there are some major downsides to using spreadsheets that were really starting to hold us back.

#1 Automation – As our agency grew, controlling every aspect of reporting from set up to delivery became tedious. Sure there are hacks, formulas and work-arounds to make things semi-automated, but nothing like the capabilities of a SaaS solution like Swydo. Everything from templates to automated delivery became much easier when we gave up the spreadsheets for Swydo.

#2 Visuals – While spreadsheets are fully capable of producing endless charts and graphs, they’re not the most visually appealing. We wanted our reports to have more polished visuals that were inline with our brand.

#3 Collaboration – As our staff increased in size, we wanted a hub where all of our reports could be easily managed. The ability to organize all of our reports, manage users, create templates, and easily produce shareable assets quickly became a necessity for us.

Results

Swydo has made an impact on our bottom line by making our reporting process more efficient and adding value to our client relationships. Given that the pricing is very affordable for the value Swydo adds, we have gotten our return on investment many times over.

The other key benefits we’ve gained from using Swydo are:

Improved client retention – The reports that we deliver through Swydo allow us to clearly demonstrate the success that we are having for our clients. It provides a sense of transparency as well. Our clients know we are giving the performance results, good or bad, and they really appreciate it.

Helped secure new clients – We have made it a point to include custom reporting as a key selling point in our proposals. During the sales process we make sure to mention it as well, and I’m certain it has helped us close more deals.

Our “Top Five” reasons we love Swydo:

Report Scheduling
Being able to fully automated the delivery of our reports has been a game-changer for us. Knowing that our reports will be delivered on time with a personalized email message saves us a ton of time each month – to the tune of 30-40 hours!

Report Templates
The ability to create custom report templates is also a major time saver. While we want to give each client a truly custom report, we have found that 99% of clients are happy with one of our 4 or 5 preset templates.

Branding
Over the years we have spent a lot of time and effort building our brand. It has become one of biggest assets as an agency and it is something we are very proud of. The flexibility Swydo offers to allow us to incorporate our brand into our reporting is extremely important to us.

Support
From day one, Swydo support has been phenomenal. We love the fact that they are a smaller team and committed to delivering a high level of service. That’s not something that is as common as you’d hope in today’s SaaS world.

Goals
Here’s another thing that is not easily done with a spreadsheet. Or maybe it is and our Excel chops just aren’t up to par. But the ability to easily set measured goals and show visuals based around those goals is awesome. And most importantly, our clients love it too!

Want to learn how Swydo can help you gain meaningful marketing insights while saving you time through reporting automation? Get in touch with us and sign up for demo or a free trial!

Custom widgets lead to happy clients for this agency

Located in Dublin, Ireland, Effective Digital Marketing works with businesses to help them generate online leads and sales through search engine optimization and Google Ads.

We have a 5 step SEO framework that allows us to learn about your business, improve existing online assets, build new online assets, and promote and evaluate your business. This SEO framework helps keep things streamlined and enables us to be hyper productive.

By incorporating Google Ads, we can shorten the time frame typically required to see a positive return on investment through SEO alone. We anticipate that you will see a positive return on your investment within the first 60 days of working with us.

Our deliverables and reporting will show you exactly how effective we have been on a monthly basis. We have the expertise, track record, systems and tools to get you from where you are to where you want to be.

Challenges

Client reporting was taking too long – up to 1 day per client per month. It was turning out to be a laborious affair using a combination of Microsoft Excel and Powerpoint.

This time could have been spent more effectively working to improve results for our clients, and was putting the business under unnecessary pressure. We also found that putting data manually into Excel had accuracy problems – purely down to the ‘human element’.

While we did our best to format these manual reports, they didn’t quite look the way we wanted. We always felt that they were missing something from a visual standpoint.

After putting all this time and effort into presenting our month’s work of data, we often found that clients wouldn’t fully understand the detail in the report and especially how it was presented. We work directly with business owners and busy CMOs who want to see an easy-to-understand visual representation of their online growth. Things just weren’t working out when it came to working with Excel and Powerpoint in this manual fashion.

Results

Implementing Swydo has been a breath of fresh air. We now can integrate a number of different online advertising mediums into one professional looking report. We save time – an hour a day – and have eliminated manual reporting tasks. We can track performance in real time, improving communication between our paid search and SEO teams. Finally, we have happier clients because they have a better understanding of how their marketing is performing.

Our “Top Five” reasons we love Swydo:

Customisation
This is huge. We work with businesses that have a wide array of reporting needs. We need to see different advertising medium metrics broken down by campaign across different dates all in the same report. We also need to see this in real time. Swydo takes care of all this.

Scheduling
We use the schedule reports functionality to send regular reports internally. This allows our different teams to get a quick snapshot on how things are performing in real time and helps them work in concert with one another. We also use the schedule report functionality to send reports to our clients. These are highly customised reports that look impressive and showcase exactly what’s required for the clients’ business in an attractive and professional manner.

Google Sheets Integration
This integration has really expanded the capabilities of Swydo. Used correctly, there are no limits to the data that can be displayed. We can add advertising spends together, display cumulative cost per leads across different advertising mediums and more. For instance, we’re able to add Google Ads and Facebook Ads costs and divide by total website inquiries. All displayed in a very attractive visual report!

Online Dashboards
This feature allows us to dip in at any time to a report to see how things are performing. No need to login to the platform, just click on the bookmark and jump straight in. We can quickly see a picture of how campaigns are performing using the online dashboards functionality.

Support
The support has always remained consistently good with Swydo. They take feedback from their customers seriously and implement new features where possible. These guys care about their customers – and that makes for a good relationship.

Want to learn how Swydo can help you gain meaningful marketing insights while saving you time through reporting automation? Get in touch with us and sign up for demo or a free trial!

Swydo saves us hours of manual reporting time

Our agency is located in São Paulo, Brazil led by Daniel Gaz and a team of over twenty professionals specializing in search engine optimization and Google Ads. Since 2008, we have worked with over 600 organizations across Brazil, Portugal, and the EUA, and we plan to expand even more in 2021. We strive to share our knowledge with up-and-coming marketers, and frequently lecture at our local universities.

Challenges

When it comes to generating strongly performing campaigns, we think that starts and ends with data analysis. But prior to using Swydo, our manual reporting process took precious time away from that analysis and our optimization efforts. We were spending too much time pulling data, creating spreadsheets and customizing reports for each client. And in order to monitor performance, we had to check each account daily to see what was working, and what we needed to change. With over 60 clients, this made monitoring and reporting extremely time consuming.

Results

Initially, when we started using Swydo, we had to take the time to create the initial reports with the data we needed to inform clients and determine the best KPIs, captions, comparisons and platform integrations.

Once we saw how simple and easy it was to create customized report templates, we adapted the reports in order to bring to customers something new, different and superior (we believe) than most other agencies. And our team really appreciated the ability to schedule report delivery ahead of time, rather than the need to manually send reports.

Swydo makes it easy for our team to change the template reports, including the capability to incorporate text comments to help explain particular data points for each customer. Today we provide highly customized reports adapted to our clients’ individual needs, with specific feedback from our managers explaining the results. Our clients love the reports we provide, and the professional visualizations have improved their understanding and engagement with the data.

For us, it was also a big deal that we could translate KPIs to Portuguese, instead of the automatic translations used into other report systems we used before Swydo. And we also leverage the platform to create internal daily reports to double-check performance, monthly spends and more. Consolidating all of our clients into a single report makes the management of a large number of accounts much more… manageable. We’ve saved significant time on our reporting and monitoring processes, enabling us to focus on driving campaign performance and making happier, more successful clients.

We’ve had the opportunity to test other reporting platforms, but Swydo does stand out and we definitely recommend them. We plan on maintaining our long-standing partnership with such a friendly and caring team.

Want to learn how Swydo can help you gain meaningful marketing insights while saving you time through reporting automation? Get in touch with us and sign up for demo or a free trial!

The SEO Works saves 30+ hrs a month on reporting with Swydo

The SEO Works is an award-winning provider of digital marketing, websites and paid social for leading brands and prospering small to medium size enterprises. We help businesses measure, understand and maximise their online potential.

Our expert team is made up of content managers, link builders, brand managers, web techies and experienced online marketers who work together to provide measurable results for our clients.

We pride ourselves on delivering top-quality results that are based on proven techniques and intimate, dynamic knowledge of ethical online marketing practices. We’ve won 15 awards for our work over the years and have 5 star customer reviews across many review platforms.

It’s our mission to get our clients more exposure, leads and customers online!

Challenges

Reporting is a major headache for most agencies. We use multiple paid marketing platforms to deliver our clients campaigns, but each has their own version of a report output. In the past, we had to pull those various reports and either combine them together in a spreadsheet, or provide separate reports by channel. But we found this to be very time consuming to create some consistency, the individual channel reports lacked our branding, and were unable to show a ‘whole view’ picture of activity. It was not an optimal situation.

It became clear that we needed to find a solution that enables us to provide reporting that:
(a) represents something that is valuable to the client;
(b) was customisable for each client’s unique KPIs and;
(c) doesn’t take hours of manual time creating from scratch each month.

Results

We tried Swydo and liked the ability to pull data in from multiple sources, the ability to filter that data, and the ability to create templates that could be customised per client. We were able to improve efficiency across the team – as much as 30+ hours a month – as we no longer had to pull data from multiple data sources to see the bigger picture, and made it easy to compare performance over different time slots.

With Swydo, we’ve increased our productivity and are able to focus more time on strategic account work and internal development. It’s easy to create branded, bespoke reports that our clients love, which we are able to customise to their preferences and include additional ‘non standard’ KPIs. Using Swydo, we feel confident that we’re providing our clients valuable data and insights to make better decisions.

Want to learn how Swydo can help you gain meaningful marketing insights while saving you time through reporting automation? Get in touch with us and sign up for demo or a free trial!