As the need for agencies continues to grow, the heavy workload assigned to many agency professionals isn’t surprising. The high demand for agency services inevitably leads to employees having to juggle multiple clients, and multiple projects, at any given moment. Thankfully, innovative systems and resources make managing these moving parts less of a nightmare and more of a well-oiled machine.
These days, it's more urgent than ever for companies in every industry to adopt these tools. High levels of competition and uncertainty means agencies need streamlined, effective work management processes to ensure they're giving top-notch service to each client, every single time.
There are a lot of tools out there, but the following three are the most important for agencies looking to be the most efficient and profitable.
Managing concurrent projects for different clients is challenging enough, but add in the fact that other team members are simultaneously working on different aspects of the same project – that's a lot of pieces that need to keep moving in concert with one another. Project management software is necessary.
There are a ton of options for project management tools. Some of the best roll project management into a package of services including a wide range of other tools for managing your business and clients. As an agency, your work centers on the client, so rather than a simple project management software, what you really need is client work management software.
Accelo is a great example of a platform specifically designed for agencies and for optimizing your team's efficiency when it comes to projects and client relations. Accelo brings unique functionality for agencies, offering things like retainers to streamline internal processes and better manage recurring work.
Having a bird's-eye-view of every part of a project is necessary for your team to stay proactive about possible delays, roadblocks or last-minute client requests. Here are some of the most important project management features to look for and how they'll benefit your agency:
99% of consumers check their email every day, and the vast majority of people — including 73% of millennials — prefer to receive updates and communications from brands via email. Any brand trying to succeed in the digital marketplace can’t afford to ignore those statistics.
Implementing an email marketing tool not only allows your agency to reach clients where they already are but provides an opportunity to personalize content, easily collect customer feedback and improve sales with increased leads and conversions.
Adding an email marketing tool to your agency’s toolkit is an important step to personalizing client communication and improving communication efficiency overall. Here are some of the top features to consider when deciding on the right tool for your agency:
Customer relationship management (CRM) comprises the various strategies and technologies used to interact with an agency's existing and potential customer base. Forming quality relationships with customers and nurturing these relationships forms a solid basis for building brand loyalty with your agency's customers, leading to increased profits.
CRMs for agencies collect customer data to ensure communications and operations with individual customers are running smoothly and expectations are being met or even exceeded. A happy customer remains a customer.
Building strong client relationships is a key step for any successful agency, so finding the right tool to help you manage your client relationships is crucial. Here are some important features to consider when selecting a CRM for your business:
As an agency, your number one goal is to provide the very best service to your clients, and having the right tools is essential for meeting that goal. The powerful combination of project management, email marketing and CRM tools can infuse your company with the productivity and efficiency it needs to succeed.
Accelo is a client work management platform that brings all three of these agency tools together into a centralized hub offering additional services like retainers, support ticketing automation and invoicing. Sign up for a trial to see how your agency can reclaim its time and focus it where it needs to be — your clients.