The Unbounce Marketing Team Reclaims Its Lunch Breaks with Wrike
Marketing Manager of Brand Promotion
In two short years, Unbounce’s lean eight-person marketing team tripled in size.
Along the way, the team implemented Basecamp to manage its growing workload. However, the marketers struggled with the platform, using it more as a task list rather than a project management tool. When Chelsea Scholz joined the team, she focused on streamlining the marketing team’s processes to make them more efficient.
“As we grew, it became extremely clear that Basecamp wasn’t working,” says Chelsea, Unbounce’s Marketing Manager of Brand Promotion. “Everything was all over the place. There weren’t many processes or templates to help manage things that we did all the time, like putting together an e-book campaign. It couldn’t help us scale.”
After a short, unsuccessful stint with agile-development tool Targetprocess, Chelsea embarked on finding the right project management solution for her team. “We narrowed our evaluation down to three tools, including Wrike and Asana, neither of which I’d used before,” recalls Chelsea. “I'd heard good things about Wrike from our friends at Hootsuite, as well as from people in our operations department who had experienced Wrike at previous companies.”
The team ultimately chose Wrike, based largely on its flexibility. It provided the marketing team with easy-to-use organizational tools, while offering project managers and leadership the ability to view team activities in greater detail, as well as see the big picture.
Wrike saves me a good 30 minutes a day. I get to take my lunch break because of Wrike.
The growing Unbounce marketing team uses Wrike to collaborate across departments, streamline complex processes, and execute at scale.
A Single Tool for the Entire Company to Collaborate
Thanks to Wrike’s flexibility and multiple project views, the marketing team at Unbounce has been able to limit tool proliferation. “Wrike makes it possible for each person on the team to work the way they want,” says Chelsea. “I want to see a time log, a workload list, and Gantt charts. But I want people who want just a task list to feel comfortable too — without having to use eight different tools.”
Keeping every marketer in one tool has effectively established a single source of truth for most projects. According to Chelsea, “I no longer have to search for project details across notebooks, Google docs, spreadsheets — everything is in Wrike.”
“We wanted a tool that also worked for people outside of marketing to maximize ROI and unlock better collaboration,” says Chelsea. In addition to Unbounce’s core marketing team, the customer success, operations, IT, and product marketing teams also use Wrike.
“The ability for other teams to get visibility into what marketing is working on is huge. We're a big team, and we work on a lot of different things at once. Wrike allows anybody to check in and see exactly what's progressing at any given time, as long as I’ve shared it with them.”
Meeting the Production Needs of a Growing Team
The faster Unbounce grew, the more requests and projects the marketing team had to juggle. Lack of organization and poor visibility across efforts took a toll on the team’s productivity.
“When I started at Unbounce, the marketing team was about eight people. Now, we’re 24,” explains Chelsea. “When you're working on a big team, in a big company, with big goals to hit, and you're unorganized, the output is very low. Wrike has helped our team grow and scale production.”
In addition to tracking tasks and timelines in Wrike, the Unbounce marketing team also creates templates for its most-frequent projects. These include e-book campaigns, outbound emails, and webinars.
“Templatizing project tasks, assignees, timelines, and dependencies, rather than having to re-create these workflows from scratch, is a big time-saver,” Chelsea says. “This, plus the ability to more accurately assess our bandwidth, has enabled us to take on two to three more projects a quarter.”
Streamlining Complex, Multi-Step Projects
Wrike also enables Chelsea and her team to drive the production of larger, more complex projects from concept to completion. A recent example is their landing page analyzer initiative. “It was literally an idea, and we needed to scope it, involve almost the entire department plus many external people, execute, and launch it—all within one quarter,” Chelsea recalls.
Remote team members added another layer of complexity to the project, requiring everyone involved to stay closely aligned. “I don’t know if we could have done it and kept our sanity if it wasn't for Wrike. The process would have been a lot more painful and messy, and we very well could have missed our launch date. But in the end, we did really well.”
Dynamic Request Forms
Wrike’s Dynamic Request Forms are the conduit for collaboration between Unbounce’s various departments. They allow the team to create request forms that progressively change based on the answers to previous questions. Requests are then automatically assigned to the appropriate people.
“We love the Slack integration!” says Chelsea. With Wrike’s Slack integration, teams can create new Wrike tasks, receive real-time project notifications, and view task previews without leaving Slack. “I want to empower my team to work independently in the way they like, even if it’s hiding in a corner in a bean bag chair somewhere. But I still need to know what's going on.”
Unbounce managers rely on Wrike’s custom dashboards to track their personal projects, as well as monitor their teams’ progress. One glance shows them tasks due today, overdue, in backlog, or on hold. “My life changed when I discovered custom dashboards,” says Chelsea. “I come in every morning, I open Wrike, and I hit my custom dashboard, and that's where I live all day.”
To streamline delivery, Chelsea and her team save recurring projects as templates in Wrike. For example, each time they create a new e-book, they clone an e-book project template in Wrike. Rather than continuously starting from scratch, kicking off projects with associated tasks, dependencies, assignees, and more in place saves significant time.