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  • Jan 5, 2026 · Amit Kothari · Tallyfy Case Studies

    How West Community Credit Union transformed marketing workflows with Tallyfy

    West Community Credit Union was losing track of tasks across multiple marketing campaigns. With 50+ step processes and vendor file transfers, things were falling through the cracks. Tallyfy brought clarity and accountability.

    marketingcustomer storycredit-unioncampaign-management
  • Sep 27, 2018 · Amit Kothari · Tallyfy Case Studies

    The Mindset Institute uses Tallyfy to automate their digital marketing

    The Mindset Institute uses Tallyfy to manage their online marketing procedures including website backups, design updates, and analytics review. Learn how this team tracks daily tasks, onboards new employees efficiently, and ensures all marketing procedures are documented in one place with automated workflow management.

    marketingworkflow automationprocess managementdigital marketingcontent workflow
  • May 14, 2017 · Amit Kothari · Sales

    Tips to Perfect Your Sales Handover Process

    In the sales handover, the marketing team delivers leads to the sales department, which then qualifies and follows up on the leads

    cross-department communicationmarketingsalessales handover
  • Mar 19, 2017 · Amit Kothari · Marketing

    How to Maintain Quality Control in Content Marketing

    Content is an essential part of any marketing strategy, but maintaining quality control is crucial. Learn how to ensure your content marketing efforts deliver consistent, professional results through proper planning, structure, and attention to detail.

    content marketingcontent quality checklistcontent marketing checklistmarketingSEO
  • Nov 16, 2016 · Amit Kothari · Process Improvement

    How to improve content marketing processes Tallyfy

    It's important for growing businesses to continuously improve their content marketing processes in order to compete with their competition.

    content marketingcontent marketing processesmarketingmarketing processesprocess improvement
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