Associating costs with meaningful attributes (time, vendor, market, brand, and channel) was the first step for Bella. As the complexity of the business increased, tracking the costs and ROI in Excel was no longer feasible, so Bella turned to UpStream for a solution.
UpStream’s Expense Tracker has an Excel front end and sits on a SQL database. UpStream pulls in Bella’s lead and customer data from SalesForce and applies business rules to calculate the ROI, as well as other important metrics. A simple report refresh – replacing what used to take hours of cutting and pasting a multitude of reports in Excel – updates in mere seconds!
Elizabeth McBain, Marketing Manager for Bella Pictures, says, “Before we started using UpStream’s Expense Tracker, I would cringe when it came time for reporting on marketing costs. UpStream is so effective while being almost effortless - I can’t believe we ever used to work without it!”