How West Community Credit Union transformed marketing workflows with Tallyfy

What challenges were you facing before Tallyfy?

We had issues keeping track of tasks across various campaigns, especially when things popped up unexpectedly. Information would sometimes get lost, causing delays and outdated materials to stay in use.

With numerous tasks involved in launching campaigns - from digital ads to in-branch collateral - things were falling through the cracks. We needed a way to manage multiple, complex marketing campaigns efficiently.

We moved from paper to spreadsheets, but even that became overwhelming. We needed a system that could streamline everything and let us see the status of each task in real time.

What processes do you run on Tallyfy?

We use it for three main areas:

Marketing Campaign Management - Organizing and tracking all steps required to launch and run marketing campaigns. This includes digital ads, in-branch materials, community events - everything that goes into a campaign.

Task Tracking - Ensuring all team members are up to date on tasks related to specific campaigns. Everyone knows what they are responsible for and when it needs to be done.

File Transfer - Managing large files like creative assets with vendors through Tallyfy’s guest user feature. No more email attachment chaos.

How did you implement Tallyfy?

Before Tallyfy, we relied on spreadsheets and email to manage campaign tasks. Those systems led to duplicated efforts, delays, and confusion over responsibilities.

We started by creating detailed blueprints for all our major processes. This allowed us to have repeatable workflows that we could customize for each campaign.

Then we set up task tracking for all marketing employees so everyone could see what was expected and when. Finally, we brought in vendors using the guest feature for file transfers.

What features do you find most valuable?

The checklist feature is my favorite. It gives us a clear view of what needs to happen and when, so nothing slips through the cracks.

The blueprints have been huge for us. We built a blueprint for every process - from marketing campaigns to file transfers - and it has made everything so much easier. When we need to run a new campaign, we do not start from scratch.

What results have you seen?

We now handle more than 50-step marketing campaigns without confusion or delays. That used to be unthinkable.

The time spent on meetings has been significantly reduced. Teams use Tallyfy to check task statuses instead of needing frequent check-ins. If you want to know where something stands, you just look at the tracker.

We also do not have outdated materials staying in use anymore. The checklist ensures everything gets updated when it should.

Tallyfy has helped us manage complex marketing campaigns efficiently, ensuring every detail is handled.

What did you learn from implementing Tallyfy?

Three things stood out:

Blueprints enhance efficiency - Building out detailed blueprints has allowed us to run repeatable processes with flexibility for customization. We do not reinvent the wheel every time.

Team adoption is key - The entire marketing team needed to fully adopt Tallyfy for it to be effective. Regular task check-ins ensure no steps are missed.

Centralized task management prevents confusion - Using a single platform for all tasks and processes means everyone stays on the same page. No more hunting through emails or spreadsheets.

Would you recommend Tallyfy to other marketing teams?

Absolutely. If you are managing multiple campaigns with lots of moving parts - digital, print, events, vendor coordination - you need something that gives you visibility across all of it.

Spreadsheets and email just do not scale. Once we moved to Tallyfy, we became more agile in our marketing efforts. Campaigns get completed efficiently and without delays because everyone knows exactly what needs to happen next.