Trinity, a 40-person marketing agency, used ClickUp to streamline operations and boost utilization by 29%. Zenpilot helped them implement better task management and time tracking across the team.
Here at zenpilot, we exist as a company to help teams cancel chaos and replace that chaos with clarity. One of the clients that we're really proud of is Trinity and the way that their whole team has adapted on the tool and has really transformed the way that their company operates.
Trinity is trusted by organizations to help grow their businesses by planning and executing their digital touchpoints. We help companies sell more online. So we decided to enlist zenpilot's help in getting us to ClickUp because. Because as an agency we couldn't put our operations on hold or put our clients goals at risk by focusing our entire team and organization on moving to a new platform. So we decided to enlist the help of an expert to execute this for us and guide us in the process.
We help our clients by number one, providing a deep level of ClickUp expertise. Number two, we have deep agency process experience. And then three, we have the ability to train and support their teams. So there's a leadership team that's rolling out the tool doesn't need to be the experts themselves and train their team there. ClickUp.
ClickUp has enormous flexibility and Zenpilot helped us really hone in on how to take advantage of its flexibility to empower our business. The specific agency workflows that we've built in ClickUp are all of our diagnostic processes that then create tasks for our team to execute on. And all those are now warehoused in ClickUp in a clean and organized manner so people can find them and execute them efficiently.
What I've seen with Trinity is the way that they've adapted it across their whole organization to capture all the time their team is executing against their clients so that they can have visibility and access to that as they're trying to make leadership decisions to grow their business.
The biggest business impact we've seen since working with ZenPilot and ClickUp is that all of our team is now completely informed on where we're at within each customer engagement. All of our tasks are now organized well and easy to find for our team and that really improves their work quality. The hours tracked within our project management system has grown significantly from year to year. Looking at 2021 to 2022. Now we've got full visibility into our time tracking and can really see efficiencies in that we couldn't see before. Zenpilot helped us go from chaos to clarity within ClickUp because they don't just help us implement the tool. Zenpilot understands agencies like us and the processes that we go through day to day has helped bake that into ClickUp in a way that our team understands and could really grab onto as we moved into the system. Everyone wants a sense of accomplishment and understanding that they've completed what they need to complete at work, and so now they can understand what needs to get done today, tomorrow, and the next day and not feel overwhelmed by the amount of work coming up. The efficiency and value that we've been able able to unlock through ClickUp with Zenpilot's assistance has been transformational to our organization.
After Zenpilot and ClickUp helped us gain full visibility into our production resources, we've been able to increase utilization by 29%. This has been a huge win for our team.
