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How We Use Saved Views in Process Street Reports to Track Work in Our Marketing Team

Blog: The Process Street Blog

marketing team work tracking reports

According to ITSMA and Vision Edge Marketing, 74% of marketers don’t keep track of their efforts. This is problematic as it means marketing teams aren’t able to report on how their efforts impact the business as a whole.

At Process Street, we make sure our marketing operations are documented, tracked, and easy to understand, so we can align our marketing efforts with business output. To do this, we utilize Process Street‘s saved view feature.

The saved view gives a summary of workflow data. You can customize these views and present the data to suit your needs. For our marketing team, this means work is tracked and easily correlated with business output. Saved views have helped our marketers gather data, detect patterns, and keep teamwork on track. And from this article, you’ll learn how.

Let’s get started!

What are Process Street reports and saved views?

Process Street reports allow you to see, manage, and create saved views for your workflow runs in one place.

Process Street’s reports feature is located on the top left-hand side of the home view screen, as shown in the image below.

Process Street reports

Here you’ll find four pre-made saved views, ready for you to use right away. These pre-made saved views include workflows named:

Saved views examples

On top of these pre-made views, you can create your own saved views. By creating your own, you can tailor the view to include information that’s important for you and your goals.

For more information on how you can create your own saved views in Process Street, read Process Street’s Reports Help page.

Creating unique saved views from scratch is something that’s helped Process Street’s marketing department immensely. In this article, we explain how.

How our marketing department uses saved views in Process Street’s reports

Process Street’s marketing department uses saved views to gather information, detect patterns in data, and keep teamwork on track. We’ve achieved this by creating our own, highly tailored saved views. These saved views are (as named):

Let’s explain further how these saved views have benefited our marketing team.

Process Street’s saved view allows our marketing team to gather information and track data 🔢

Take our co-marketing social media follow-up saved view as an example. This view shows the social media followings for the different companies we collaborate with. The view also gathers data to present the specialties and target audiences for these collaborative companies. This information is used to determine the collaboration and co-marketing value.

From this saved view, our marketing team can see right away how a collaborator’s social media following compares to ours. Keeping track of this data is important as it determines the type of collaboration offered. For example, a company could have a stronger Facebook following than us, but we’ll have more LinkedIn followers. In this scenario, we’d share a link on LinkedIn in exchange for a link-swap on the collaborator’s Facebook page.

Another example to consider would be our backlink negotiation saved view. Keeping track of backlink data allows our marketing team to see link exchange negotiations, useful when determining new backlink exchange offerings.

Also, team members can add comments to flag areas of concern. For instance, some companies were interested in collaborating, but internal issues meant they couldn’t at the moment the negotiation was offered. This information is stored in the saved view, meaning team members can read up on these comments later and be mindful of the situation.

Keeping track of data, recording information, and presenting this in an easily digestible way gives transparency over our marketing team’s work. Then we can see what tasks add the most business value.

Process Street’s saved view allows our marketing team to detect patterns in the data 📈

Saved views give a visual representation of marketing operations for big-picture thinking.

Consider our content collaboration saved view. From this view, our marketing team can instantaneously see whether a backlink exchange has been negotiated, plus whether further negotiations have been set up. The value trend of negotiations is determine – i.e., we ask if more value to a negotiation can be added. For instance, if a backlink swap has been handled, the marketing team considers adding further value by persuing a guest post exchange.

In addition, our marketing team can see the value of the negotiations made. Negotiation values are rated on a scale from 1-5 (5 being the highest value). If the majority of the content collaborations set up have a value of 1-3, then this tells the marketing team they need to focus their efforts on securing higher-value collaboration opportunities.

Essentially, smart views show our marketing team patterns in negotiation value (e.g., how a collaboration opportunity benefits Process Street on the whole). Once more, this information can be exported into Google Sheets, for greater customization. There’s no need to search for data between one workflow and another, as needed details are compiled into the saved view. This reduces manual labor when looking for data patterns and trends.

Process Street’s saved view allows our marketing team to keep teamwork on track 👥

Work moves through our marketing team pretty fast. Team members must keep on top of tasks by storing essential information in a workflow. For instance, this could be backlink information and contact details for a given negotiation. Other tasks, such as weighting backlink value and social media tasks, are less important and can be completed at a later date.

With this in mind, the saved view allows us, marketers, to see what tasks we have completed and what tasks we have missed. Saved views ensure nothing slips through the cracks.

Not only does our saved view feature aid teamwork internally, but it also keeps our external communications and teamwork on point. For instance, Process Street has a Slack channel to maintain our valuable PR relations. A new chat is set up every time a workflow is run for a high-value negotiation. Our marketing team can use the saved view feature to double-check whether high-value negotiations have their associated Slack chat set up. This makes sure the appropriate level of communication is maintained for strong collaborative relationships.

By supporting internal and external teamwork, saved views help our marketing team perform as an optimized, single unit. Teams have full transparency over who is doing what and when. This improves productivity and prevents hiccups, meaning our marketing team can consistently deliver on Process Street‘s business objectives.

Create your own saved views in Process Street to track work in your marketing team

Creating saved views is easy, and is your solution to track teamwork for your marketing department.

Whether you’re gathering information, looking for data patterns, or making sure tasks are completed as they should, saved views keeps track of your marketing efforts.

Click here to learn how to create a saved view in Process Street to align your marketing operations with your business goals.

How do you keep track of your marketing efforts? What applications and tools do you use? Have you created your own saved view in Process Street? We’d love to hear from you, please comment below!

The post Blog first appeared on Process Street | Checklist, Workflow and SOP Software.

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