Contexte, Objectifs & Solution
L’Agence 33 Degrés accompagne des clients en communication et marketing digital avec une équipe d’une vingtaine de personnes.
Un suivi projet trop manuel pour garder une vision fiable
Trop d’informations dispersées entre demandes entrantes, projets clients, validations et facturation.
Mise en place de statuts simples pour suivre l’avancement réel de chaque mission client.
Un suivi client trop dépendant des échanges internes, avec un risque d’oublis ou de retards.
Objectifs de la mission
Centraliser le suivi des projets clients dans un seul espace de pilotage.
Clarifier les statuts, responsabilités et prochaines actions à chaque étape.
Mieux connecter le suivi projet, l’expérience client et la facturation.
Ce qu’on a concrètement mis en place
1
Créer un pipeline projet clair dans Airtable
Création d’un pipeline projet unique : brief, cadrage, production, validation, livraison, facturation.
Mise en place de statuts simples pour suivre l’avancement réel de chaque mission client.
Création de vues par priorité, responsable, client et étape projet.
2
Améliorer le suivi client pendant la mission
Centralisation des informations clés : client, brief, livrables, échéances, validations et prochaines actions.
Mise en place d’un suivi plus clair pour anticiper les blocages, relances et validations client.
Connexion entre fin de mission, validation client et actions de facturation.
Impact & Résultat
L’agence dispose désormais d’un système plus clair pour piloter ses projets clients : informations centralisées, statuts à jour, responsabilités visibles et facturation mieux suivie. Le CRM aide l’équipe à mieux livrer et à favoriser le réachat.
16%
22%
38%
Prêt à reprendre le contrôle de votre cycle client ?
En quelques semaines, un CRM sur-mesure, des automatisations No-code et une touche d’IA peuvent rendre votre gestion beaucoup plus fluide. On fait le point ensemble, sans engagement — juste pour comprendre vos besoins et vous orienter clairement.
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