Swayze Media: one data layer behind every client of a lead-generation agency

Swayze Media is a marketing agency that specialises in lead generation. We partnered with them to run the data infrastructure across all of their paid media clients, and built a customised reporting dashboard for each client that tracks results back into that client's CRM.

Client
Swayze Media
What they do
Digital marketing agency specialising in lead generation
How we work together
Agency data partner
Scope
All of their paid media clients
What we built
Data infrastructure and custom client dashboards
Tracks back to
Each client's own CRM

What they needed

A lead-generation agency is judged on leads that turn into business, and that happens in each client's CRM, not in the ad platforms. Every Swayze Media client runs a different mix of ad accounts and keeps its leads in its own CRM.

Swayze needed client reporting that follows paid media all the way into each of those CRMs, built for every client rather than squeezed into one template, and a partner to run the data layer behind it.

What we built

The same build for every client, shaped around that client's own platforms and CRM.

  1. 01

    Data infrastructure across every client

    Each paid media client's ad platform data, loaded on a schedule into a warehouse, so every client's numbers are kept in one consistent shape.

  2. 02

    Tracked back into each client's CRM

    Leads followed from the ad that brought them in to the record in that client's CRM, so reporting shows the leads that actually arrived, not just what the platforms claim.

  3. 03

    A customised dashboard per client

    Client reporting built around each client's own channels, CRM and questions, rather than one template for everyone.

  4. 04

    Reporting Swayze delivers

    Swayze reports to its clients from these dashboards, and keeps the client relationship. We run the data layer underneath.

What it gives Swayze Media

Reporting on leads that reached the CRM

Results reported against what landed in each client's CRM, which is how a lead-generation agency is really judged.

The same standard for every client

One data layer and one way of measuring across the whole client base, however different each client's setup is.

No data team to build

Swayze gets the infrastructure and the dashboards without hiring for them. See how we work with agencies.

Client relationships stay theirs

We work behind the scenes. Swayze presents the reporting and owns the conversation with its clients.

Run an agency? Plug us in.

Start with one client: a free audit of their ad accounts, tracking and CRM shows what the reporting layer would fix. Or try a dashboard on your own data with the 30-day test flight.

Talk to us about your agency