How to choose and implement a customer relationship management (CRM) system for your agency?
Any marketing agency, whether digital or creative, is a true relationship business.
That’s why, for marketing agency owners, a customer relationship management (CRM) system can be a real game-changer.
I say “can” because for this to egypt phone number data actually work, you need to choose and implement your CRM carefully.
To help you succeed, I’m going to introduce you to some of the best customer relationship management (CRM) software for agencies, then give you tips on how to set them up and use them successfully.
Here’s a quick rundown of what I’ll be covering:
- What makes a good CRM for marketing agencies?
- Ranking of the 7 best CRMs for marketing agencies
- How to set up and use a customer relationship management system for an agency?
- Frequently Asked Questions
Key Features of a CRM for Consultants + CRM Ranking Methodology
Here are 10 essential features that segment your audience for personalization a CRM software for agencies can offer you to help you better follow up with your prospects:
- Visualize your leads in multiple pipelines with drag and drop
- Add and manage your leads from LinkedIn (Personal & Sales Nav) with a Chrome extension
- See who your colleagues know and how well, with “relationship strength scores” based on their email traffic.
- Being reminded of emails Marketing Agencies you didn’t respond to and customer conversations that went silent.
- Automatically create contacts for people you email or meet
- Automatically enrich your contact database by synchronizing your contacts’ electronic signatures.
- Check if people are opening rich data your emails and clicking on links in your emails sent from Gmail and Outlook.
- Live sync of your inbox and meeting calendar with CRM
- Send automated and personalized email sequences
- Digitize contact details with a built-in business card scanner
These are all useful features that will help you (and your team) build better relationships and make more sales… but, to be honest, there’s something even more important: whether you’ll actually use the CRM (or not).
Getting a CRM system that you won’t use for your marketing agency is ultimately pretty useless. And since many CRM systems are overly complex, labor intensive, and difficult to use, it’s clear that you need to be careful.