Time saved with Wrike enables Citrix partner to double their marketing outreach with 100% increase in new leads

Tool proliferation within Envision IT’s marketing department was causing heavy context switching, missed email communications, and redundancies on document repository. With Wrike, they were able to centralize task management, vastly improve visibility and double their deliverables, executing as many digital campaigns in the first half of their fiscal year compared to the entire last year. Completing more lead gen campaigns enabled them to deliver twice as many digital campaigns with 100% increase in new leads.

The challenge

Citrix Partner Envision IT leveraged Wrike for its Marketing team and their production of monthly Coffee Break Webinars (CBWs) and digital campaigns. CBWs are cross-departmental events that wrap in internal and external leadership/SMEs, as well as sales, marketing, sales operations and pre-sales engineering. Digital campaigns involve intensive alignment among teams within business development.

Previously, Envisioners leveraged email, Microsoft Teams, Excel and Word for communication, editing/storing documents and to stay organized and on time. However, emails could get lost or overlooked. Sharing and navigating to the most up-to-date versions of collaborative files was confusing and prone to errors. Lag time increased as documents were passed back and forth, with low visibility into the process. Heavy context-switching between different programs when reviewing multiple campaign pieces or documents was cumbersome and drained productivity.

Using a single tool to organize multiple projects was a new paradigm for the marketing team at Envision. They began by leveraging the training modules offered by Wrike and Citrix – including a simulation of actual event planning. The ability to learn and work in Wrike at the same time resonated strongly with first-time users.

“Wrike has a consumer-like experience,” says Addie Peper, head Cultivator of Connection at Envision.

 “It felt intuitive even for team members right from the start."

Marketing team members were able to access all project information, including status, in one place, enabling noticeably better focus, efficiency and collaboration across departments. Automated task reminders helped them prioritize and present work and gave everyone visibility into where the bottlenecks were. This helped team members jump in and provide extra hands to those who needed it.

“Wrike provided a comprehensive view of all activities as well as the ability to drill into details. Anyone can look at a project and know exactly where we are in the process, what next steps are and who is responsible. Having one place to go for everything has enabled us to do twice the work in half the time–literally.”

Digital campaigns completed 50% faster

increase in new leads

Campaign click-through and engagement rates exceeding industry averages

The result

Wrike streamlined their marketing tools and eliminated Microsoft Excel and Word, resulting in time savings and improved team focus. They successfully executed as many digital campaigns in the first half of 2021 as they did in all of 2020, with campaign averages at or exceeding industry averages, including click through and engagement rates. As Envision IT continues to learn and assimilate additional features and integrations of the Wrike platform, they expect improved alignment across sales and marketing teams, resulting in more content that is relevant to their target markets.

Next steps

Envision IT is integrating Wrike into its three primary lines of business: project-based consulting, managed services (or Envision as a Service) and software development. One of the Wrike advantages has been the increase in flexible, scalable collaboration, internally and with clients.

By leveraging external licenses, they collaborate alongside clients within the Wrike platform, allowing for 360-degree real-time visibility and accountability on projects. Project managers at Envision share project hour summaries and other budget information with clients through the Wrike platform. Additionally, they can grant their clients edit permissions allowing them to update task statuses, leave comments, and add new concerns into the issue logs. This collaboration has reduced errors and boosted productivity, helping clients and Envisioners spend more time focusing on the project at hand.  

About Envision

Envision IT is a soulful company comprised of kind people with a growth mindset. Envisioners are passionate about our purpose: enriching the lives of our stakeholders. We cultivate fulfilling careers as well as support an enriched ‘whole’ life for our Envision family. Envision helps our clients’ businesses thrive while actively engaging their employees, supports our business partners, and enlivens compassion and care within our communities. Our business is technology optimization. Envisioners ensure that technology is an enabler to employee engagement, well-being and business success rather than an obstacle. In life people need to know that they matter, and this holds true at work too. Employees want to meaningfully contribute and know they and their efforts are valued. Today, technology is a key factor to people being productive at work…so their technology needs to work. That’s what Envision does…Make. Awesome. Work.

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