How to Keep Track of Client Campaigns with Wrike for Professional Services Performance

As a marketing professional, you know how difficult it can be to manage multiple campaigns for dozens of clients. Along with planning and executing those projects efficiently, you need to track every campaign, accurately measure results and ROI, and report the findings back to your clients. Not exactly a small undertaking. 

At Wrike, we’re helping marketers do all of that and more with our leading project management platform and robust suite of campaign tracking tools. Read on to discover just a few of the ways in which Wrike for Professional Services Performance helps you optimize and keep track of client projects and campaigns!

Define your project delivery phases

One of the key elements of a successful marketing campaign is clearly defined project delivery phases, which should be detailed during project planning. This includes listing every channel through which the campaign will be delivered, the demographics of each audience segment the campaign is targeting, and the specifics of each final deliverable

Once you’ve identified the campaign’s phases, you can build out the task checklist and assign those tasks to your team. Typical marketing campaign task categories include: 

  • Creative brief
  • Copy
  • Design
  • Launch
  • Follow-up

These tasks may include several sub-tasks; for instance, a campaign may need multiple design elements, each with its own unique copy. It’s important to break each category down into as many actionable items as possible, so your team members know exactly what needs to be accomplished and who’s responsible for each task.

Of course, there’s no need to reinvent the wheel with every new client or campaign. Wrike’s marketing campaign management template gives you everything needed to launch and execute classic, timeline-driven campaigns in an easy-to-use, customizable framework.

How do I determine project efficiency?

One of the best ways to track campaign progress and monitor project efficiency is with a gantt chart. This tool gives you a bird’s eye view of the project as it progresses through each phase. It also provides clients and stakeholders with a complete perspective on work scope, dependencies, and timelines. With Wrike’s built-in gantt charts, you can not only oversee campaigns and communicate about projects in one space, but also adjust timelines and tasks as needed. 

Another Wrike feature that helps you maximize client campaigns is a pre-configured, customizable dashboard that lets you monitor each project from start to finish. From the dashboard, you can also keep tabs on campaign ROI and other KPIs like:

  • Organic traffic
  • Customer churn rates
  • Traffic sources
  • Click-through rates
  • Time on page
  • Bounce rates
  • Engagement rates
  • Social media conversions
  • Email opens

Tracking KPIs is especially critical as a marketer, as your clients expect to see measurable results from your efforts. Wrike enables you to provide accurate data that showcases just how effective your campaigns truly are. 

How do I allocate resources for maximum efficiency?

Another critical element of any efficient project or campaign is proper resource allocation. Maximizing productivity means making sure that the right people are working on the right tasks at the right time. It also means ensuring team members aren’t underutilized or overloaded, and that the work is spread evenly among your staff; this helps restore work-life balance and prevent employee burnout, which will only serve to diminish efficiencies over time. 

With a collaborative project management tool like Wrike, you can easily allocate resources, view workloads, and rearrange or re-prioritize tasks if circumstances change. Wrike’s workload charts provide real-time visibility into team member availability and allow you to visualize whole projects or drill down to see precisely how task hours are being allocated. Plus, an intuitive drag-and-drop interface makes adjusting task duration, required effort, and assignees a snap. 

Deliver superior results with Wrike’s campaign tracking tools

Your job is to deliver exceptional outcomes for your marketing clients — and at Wrike, our job is to ensure that teams like yours have the tools they need to plan, execute, and analyze superior campaigns. With Wrike for Professional Services Performance, you and your team will benefit from:

  • Proven marketing campaign management templates
  • Built-in, customizable gantt charts and dashboards
  • A full suite of campaign tracking tools to help you maximize efficiencies from beginning to end

Ready to discover just how easy campaign management can be? Register below for a free two-week trial and start streamlining your marketing projects with Wrike today!

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