Are you running an advertisement agency and want to use a CRM to improve the overall results? If you are planning something similar, keep reading this article; here, you will know how to use CRM for Advertising Agency?
Starting an online business would be an easy job. You can launch your first online business with the right tools and a little technical knowledge.
But handling it can be a challenging task. When running a customer-centric business, you must ensure your customers are satisfied with your business.
When you handle an advertising agency, you need to ensure that customer satisfaction is at the top and make better decisions based on that.
That’s why we have curated this guide.
In this article, we will show you how to use CRM for an advertising agency to boost its overall performance.
What is a CRM?
CRM stands for Customer Relationship Management and is a tool that optimizes the company-customer relationship. It can also be used to keep the relationship healthy between company-potential customers.
Most companies use CRM to boost their productivity and automation. On top of that, with a CRM tool, they can monitor how their business is doing and where to improve.
It can be a great addition to your marketing department. The marketing department can ease their work and improve their business with an effective CRM service.
What Is an Advertising Agency
As the name suggests, an advertising company will help people and businesses to get more website visitors or clients through various methods. Since they focus mainly on advertising and conversion rates, it would be worth using an advertising company for marketing.
The leading thing ad companies will do will be planning new tactics, managing existing ones, and handle every marketing effort. They will charge the client based on promotion tactics, competition, etc.
How to Use CRM for Advertising Agency (Explained)
A CRM for advertising agencies can be convenient in multiple situations. Here are seven ways you can use CRM to help advertising agencies.
- Lead Management
- Optimize Conversion Rate
- Generate Better Reports
- Automate Contact Creation
- Segmentation
- Client Management
- Improved Integrations
Below, we will take a deeper look into each option so you will understand the topic better. Without any further ado, let’s start with the lead management topic.
1) Lead Management
You can ensure maximum conversion rates by setting up automatic follow-up emails. Tracking pending leads would be a feasible idea. This way, you can get more clients and generate more revenue.
By automatic the process, the tool will take care of the lead generation and lead management. In the long run, this feature would help you a lot.
2) Optimize Conversion Rate
Conversion rates are crucial thing for almost every business. With the help of a CRM, you can optimize it. This will help the marketing manager to see which leads would turn into paying customers.
Based on your customer’s interests, activities, and past, you can divide them into multiple groups. And by sending targeted emails to them, you can quickly improve the overall conversion rate.
Similarly, you can also use the A/B testing strategy to see which marketing methods perform better. This will ensure you get the most out of the investment.
3) Generate Better Reports
With the help of a CRM tool, advertising agencies can generate better reports. Better reports will help them understand how their business is doing. Setting up a custom report lets you see how the campaigns are doing and where to improve.
With this feature, advertising agencies can improve their overall work and spend time efficiently creating new campaigns or modifying existing ones.
4) Automate Contact Creation
You should automate the client contact creation process to spend your time more efficiently. When you use the traditional method, you must manually create contacts when you have a new lead.
But with a CRM tool, you can productively spend time setting up automated client contact creation.
When there is a change in the client data, the CRM tool will automatically update the client information, so everything is up to date.
5) Segmentation
Segmentation is one of the popular features used in marketing. It allows the business owner or marketing department to group the clients according to their needs or similar data.
Advertising agencies can use segmentation features to group their clients based on their goals, spending, location anything related to it. By doing this, ad agencies can perform better for clients and make better results.
Since the CRM platform comes with in-built segmentation, grouping the clients would be a cakewalk.
For example, if you have grouped your clients with a big marketing budget and a low budget into two groups, you can send individual emails to them when you have a new service optimal for them.
When you release a new marketing campaign that’s suitable for your high-paying clients, you can send an email to those groups. When you have an affordable campaign that’s up and running, email the low-paying team.
This way, segmentation can become handy in multiple situations.
6) Client Management
When you handle a large advertising agency, you will have a lot of client data to manage. Managing them individually would be challenging. Since CRM comes with excellent client management features, using a CRM would be advised.
You can add any information regarding the client, such as name, country, email, company, and so on. On top of that, if you need to filter your client list, that is possible too.
7) Improved Integrations
No matter what online businesses you are running, integrations will always help you. As a marketing agency, you will use Google Ads and Facebook ads platforms to promote your clients.
Those are entirely different platforms; if you need to view how your campaigns are doing, you need to log into those platforms individually.
Thankfully, when you use integration opportunities in the CRM tools, you can see every data regarding your marketing campaign right inside the dashboard. This way, you do not need to spend extra time looking at different ad platforms and keep everything handy.
Integrating third-party apps and services is a relatively easy task. You do not need to write or edit a single line of code to complete the process.
Most CRM tools will allow integrations with:
- Calendar
- Social Media
- Team Communication
- Forms
- Calling Services
And so on.
Which Are the Popular CRMs In the Market
Here are some of the best CRMs in the market.
- HubSpot
- Zoho
- Monday
- ZenDesk
- Salesforce
- Oracle
- Pipedrive
And so on.
Each tool comes with unique features and pricing. So, choose one according to your requirements.
How to Choose the Best CRM for Your Advertising Agency?
Before choosing a CRM tool, you need to consider a few things. And they are:
- Features
- Pricing
- Support
- Integration Options
- Ease of Use
And so on.
Let’s look deeper into each topic and learn why they matter.
- Features: A CRM needs to be feature-rich. So, adding more features will help you manage the business better. On top of that, it will help you spend less time handling challenging tasks.
- Pricing: An affordable CRM provider is recommended. This way, you can keep your business running without breaking the bank.
- Support: When you need help setting up any feature or integration, you need to get official support. So, choose a CRM tool that supports you.
- Integration Options: Integrations will make your work simple. So, using a CRM tool that offers multiple integration options is ideal.
- Ease of Use: When you choose a CRM tool for your business, you must ensure that it’s easy to use and has an excellent user interface. This will make your life easier.
When choosing a CRM tool, keep these points in your mind. Most tools will guarantee a money-back guarantee to test the features.
How CRM Tools Will Support Integrations with Third-Party Apps/Services
Marketing agencies use various tools to make their tasks better and more manageable. As mentioned, you do not need to add or edit any codes to complete the integration process. By using a CRM tool, you can integrate these tools:
- Gmail
- Google Calendar
- WordPress
- Google Ads
- Outlook
- Slack
- Facebook Messenger
- Facebook Ads
- Zoom
And so on.
If your tool doesn’t support direct integration with the CRM provider, you can check out Zapier. Zapier helps you integrate multiple third-party apps or services to boost overall productivity.
How to Check the Effectiveness of the CRM Implementation
You can run an A/B test to see the improvement. Client management and tracking would be much more challenging when you were not using CRM tools. When you switch to a robust CRM, those will become a cakewalk.
By generating before and after reports, you will get a better idea.
Conclusion
Marketing agencies handle a lot of clients and their data. Instead of taking everything manually, a CRM tool would be a great addition. Since the tool has various powerful features and integrations, running an advertising agency would be a cakewalk.
You can generate better reports and make better decisions by integrating ad platforms like Google Ads and Facebook Ads with your CRM tool.
If you run an advertising agency, you should try any CRM tool.
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