{"id":26389,"date":"2021-01-20T17:44:59","date_gmt":"2021-01-21T01:44:59","guid":{"rendered":"https:\/\/www.nimble.com\/blog\/?p=26389"},"modified":"2024-11-09T14:49:05","modified_gmt":"2024-11-09T22:49:05","slug":"crm-for-advertising-agencies","status":"publish","type":"post","link":"https:\/\/www.nimble.com\/blog\/crm-for-advertising-agencies\/","title":{"rendered":"CRM For Advertising Agencies: How to Cultivate Teamwork and Communication"},"content":{"rendered":"

What\u2019s crazy cool about the advertising business is that small boutique operations run by creative minds can compete with big corporate behemoths of advertising like Dentsu, <\/span>Ogilvy<\/span><\/a>, <\/span>Havas<\/span><\/a>, BBDO. It\u2019s all about creativity and a bit of business acumen.\u00a0<\/span><\/p>\n

<\/p>\n

The creativity we can\u2019t help with, that was up to God and your parents, but we can surely contribute to your success as a businessperson. Here’s how you can use <\/span>CRM for an advertising agency<\/span>: best practices, practicable insights, top features, and more.<\/span><\/p>\n

Software technology used by the advertising industry<\/b><\/h2>\n

First things first, a tech stack for different roles in an advertising agency will differ. A Creative Director, strategist, account manager, illustrator, copywriter, traffic manager, media buyer all have jobs as dissimilar, as a rocket scientist and a mathematician. They have a role-specific skillset and duties, and technology that enables it.<\/span><\/p>\n

A person responsible for visual content will be the guru of Photoshop and other image editing software like Figma, <\/span>Crello<\/span><\/a>, etc.<\/span><\/p>\n

A copywriter will be using a plagiarism checker, Grammarly spell-checker, and other text editing software solutions.<\/span><\/p>\n

A traffic manager will work with Google Ads, Google Analytics, Google Tag Manager, Ecommerce website CRM, Facebook business manager, etc.<\/span><\/p>\n

A media buyer will be dealing with tools and <\/span>systems<\/span><\/a> like SemRush, Ahrefs, Alexa, PRnews, Google Keyword Planner, Buffer, and the like.<\/span><\/p>\n

You get the logic.<\/span><\/p>\n

On a company-level basis, it’s usually task management systems, messengers, and project management<\/a> tools that are shared between the entire team, on top of regular office tools by Microsoft.<\/span><\/p>\n

But all of the functionality of a task manager, messenger, and project manager can be combined under one umbrella tool, called the Client Relationship Management tool.<\/span><\/p>\n

Let\u2019s go through the key features of such software solutions:<\/span><\/p>\n

Key features of <\/b>CRM for the creative industry and ad agencies<\/b><\/h2>\n

As is obvious from the name of this ubiquitous tool, it was initially conceived as an alternative to long excel files with client contact data.<\/span><\/p>\n

But the CRMs of today have grown to combine pretty much every feature crucial for business daily operations. Let’s review the main modules of Nimble for illustration purposes.<\/span><\/p>\n

\"crm<\/p>\n

Client contact database management<\/b><\/h3>\n

There are so many people we sustain a relationship with when at work. The mere quantity of contacts or an employee of an advertising agency is overflowing.<\/span><\/p>\n

Whatever position you are in, the longer your contact list, the easier your job is. Say, you have 100 graphic designers in your CRM, or 3 decide how much time you will spend searching for the talent<\/a> to execute your next ad hoc and urgent contract.<\/span><\/p>\n

Sending a contest to 100 designers takes just as much time as it takes to send a letter to 2 designers. But the chances to get a satisfactory response is multifold.<\/span><\/p>\n

The client list is segmented by default parameters like role, company, location, but can also be filtered by custom tags, like \u201cLions Cannes 2020\u201d, \u201c<\/span>Creative Directors Club<\/span><\/a>\u201d, \u201cGoogle Ads Partner\u201d etc.<\/span><\/p>\n

Nimble users can perform multiple actions from a client’s profile, like: send an email, invite for a meeting, check out one of the 40 fields on corporate and personal info, read notes, team’s correspondents, check out the social activity, add to a task, and more.<\/span><\/p>\n

Calendar and meeting planning<\/b><\/h3>\n

A well-planned day is a well-spent day, let\u2019s agree.<\/span><\/p>\n

Those having a habit to plan their daily routine at the end of the previous day start their day with a session of deep work that sets a rhythm to an entire day. Having your day filled with tasks, meetings and events make it so much more productive, predictable, and less stressful.<\/span><\/p>\n

You can also send invites to your team members and colleagues from this feature. The best thing is that the Nimble calendar is compatible with all major calendar solutions.<\/span><\/p>\n

Task and deal management<\/b><\/h3>\n

The task management module helps create, assign, and monitor tasks among team members. Users can also assign tasks to deals and move along the chosen pipeline.<\/span><\/p>\n

Pipeline management<\/b><\/h3>\n

Keeping an eye on your pipeline is important for the current status quo of any advertising agency financials, but even more so, it’s vital to its future performance.<\/span><\/p>\n

There is a standard set of pipeline stages offered to users as a default solution, but businesses may also choose to create a new custom stage or design<\/a> a customized pipeline that fits their needs.<\/span><\/p>\n

Email marketing for <\/b>digital promotion companies<\/b><\/h3>\n

Email marketing module allows for so much more than traditional inboxes. Users can always check previous activity across social media as well as email activity, see the client’s extensive profile, make a note, schedule a meeting, etc.<\/span><\/p>\n

There is a possibility to send a group email to up to 300 contacts a day depending on your pricing<\/a> plan. Such mass emails will have statistics of open rate and read reports to them for better decision making.<\/span><\/p>\n

Reports and analytics<\/b><\/h3>\n

Having an understanding of the efficiency of your sales team gets more crucial the higher your average check and LTV gets.<\/span><\/p>\n

It’s not rare for an <\/span>advertising business <\/span><\/a>to have an average check calculated in tens of thousands of dollars. The more significant it is to know how good your sales reps are. Reports and analytics feature allows you to monitor the main criteria and ensure you only work with the highest achievers at the end of the day.<\/span><\/p>\n

Business intelligence via the Nimble Prospector browser extension<\/b><\/h3>\n

Talking to the right person is an investment with potentially sky-high ROI.\u00a0<\/i><\/b><\/p>\n

Talking to the wrong person is definitely a waste of time with negative ROI.<\/i><\/b><\/p><\/blockquote>\n

Sometimes sales teams spend hours getting through the gatekeepers, while a 2-minute chat with decision-makers can bring hundreds of thousands in revenues.<\/span><\/p>\n

This is why Nimble created a browser extension<\/a> for prospecting and business intelligence called Nimble Prospector.<\/span><\/p>\n

It scrapes off data available on the internet about the person and automatically fills out up to 40 fields, including contact details and company data.<\/span><\/p>\n

CRM for advertising agencies<\/b>: practicable insights<\/b><\/h2>\n

Get your team to share gems of creativity and inspiring works<\/b><\/h3>\n

Success in the advertising business<\/span> boils down to a few factors, like:<\/span><\/p>\n

    \n
  • Creativity and talent to think outside the box<\/span><\/li>\n
  • Significant exposure to enough creative works by others<\/span><\/li>\n
  • Understanding of the trends, market, audience, product<\/span><\/li>\n
  • Limitations and privileges that come with a portfolio of agency’s works<\/span><\/li>\n<\/ul>\n

    The second point is experience based on how much of other people’s creations you have seen. It’s one of the drivers of the creative market as such, when people get a well-rounded perception of things and rich enough background, that they can create outside of it.<\/span><\/p>\n

    But people can only see as many things in their day, week, lifetime.<\/span><\/p>\n

    Not all best works go viral or get awards.<\/span><\/p>\n

    This is why we recommend creating a shared file where people will share links to works to recommend each other to check out.\u00a0<\/span><\/p>\n

    For the practice to yield the best fruit, we advise that people take time to fill in such a sheet with respective comment sections and maybe industry of the commercial and the distribution channel specified. To ensure everyone takes time to review the file and check out recommended commercials, it’s the best practice to get everyone to a quick meeting once a month to discuss why the chosen works ended up being recommended.<\/span><\/p>\n

    Network and then network <\/b>more: a<\/b>dvertising industry technology\u00a0<\/b>helps<\/b><\/h3>\n

    Networking<\/a> is the fundament of fundamentals in the advertising industry, as word of mouth is the only hard currency with this commercials-skeptical bunch, who creates ads.<\/span><\/p>\n

    This is why top management and the creative core of the company need to mix everywhere hot and trendy: online, offline, and in-between. Reddit popular thread, Twitter hashtag, or wine-tasting in the top club.<\/span><\/p>\n

    If you <\/span>own an advertising agency<\/span>, having several hangouts and social events attendants as a measurable task for your creative team is a must-adopt routine. Use the Nimble task manager to assign such tasks, so that you can track them, enlarge your client database, and monitor deals that they give rise to eventually.<\/span><\/p>\n