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Own a Marketing Agency? Here are 12 Tips to Scale it up with a CRM

Twelve Tips to Scale it up with a CRM

A CRM can prove to be very beneficial to your business. Considering the perpetually growing influence of digital marketing, it’s no surprise that new marketing agencies are constantly emerging. And if you want to be a relevant player in this competitive market, scaling your operations is the only way to stay in the game. 

In today’s digital world, new technology and tools are frequently introduced. For a successful marketing agency, it is crucial to recognize the potential of such tools and leverage them to your advantage. For example, customer relationship management (CRM) tools like Daylite can prove to be highly beneficial for your organization. 

When you’re a budding business, it might be possible to manually keep track of your clients and prospects. However, as your organization grows, this is no longer a feasible option. 

Are you on the fence about deploying a CRM system for your organization? In this post, we’re sharing various ways a CRM can help you effectively scale up operations. Let’s dive in. 


  • Everything in One Place

One of the biggest advantages of CRM software is that it allows you to keep all information about your clients in one place. Hopping from Excel sheets to emails to phone calls  can be confusing and lead to missed deadlines and other administrative errors. Instead of maintaining disjointed files, you can make the most of CRM software to efficiently organize data. 

  • Track All Communication

Your employees are likely working on multiple clients at the same time. How can they keep up with every customer interaction? With CRM software, of course. Every internal and external communication occurring over  emails, phone calls, and other platforms can be efficiently recorded on a CRM system. Even if you are using LinkedIn for sales, a CRM can streamline your communication.

Furthermore, CRM software is  an indispensable tool for a growing organization. As you add more reps to your team, a CRM will ensure smooth communication without any hindrances. You can easily bring new employees up to speed with ongoing projects.

  • Develop a Client Onboarding Process

A client onboarding process is necessary to align your business needs with clients’ needs. Without a dependable client onboarding process, you risk losing a client and all the resources you spent on them. 

Using CRM software, you can develop a repeatable client onboarding process that encourages clients to continue to buy new products and services from you. It is also possible to customize the onboarding process to meet the requirements of a particular client.

  • Speed Up Lead Generation

Has your agency reached a point of stagnation with lead generation? Without quality leads, your business can quickly lose its momentum. CRM software collects data from integrated platforms and helps discover qualified leads. Access to accurate data helps reps to nurture leads and close more deals. 

  • Scope of Integration

The scope of CRM extends beyond just record-keeping. A CRM offers integration of various platforms that can ultimately help you deliver a personalized customer experience. Especially for a marketing agency, CRM software can be used to integrate social media, email marketing, outbound marketing, Google My Business, and other platforms.  

  • Easily Customize Proposals & Contracts

Personalization is pivotal if you want to make your prospect feel seen. But customizing each proposal or contract can take up too much time. Fortunately, there are CRM systems that can speed up the process. 

Moreover, CRM software not only helps maintain records but can also be used to analyze consumer behavior. Just like LinkedIn prospecting tools, these metrics come in handy for marketing agencies. They can utilize this information to create personalized content and tailor CTAs to persuade prospects. 

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  • Automate Administrative Tasks

Certain administrative tasks such as logging calls or any client interaction can be time-consuming. Moreover, these tasks can keep you from focusing on core activities and impact your productivity. This software saves you from redundant data entry. You can automate collecting, recording, and summarizing data. 

  • Collect and Use Insights

Customer feedback is important to ensure a seamless experience. A CRM system can improve your customer experience endeavors with the support of internal reviews and surveys. Instead of customers leaving negative feedback on public forums, you can invest in CRM software for effective reputation management.  

  • Facilitate Global Access

Several organizations around the world were forced to operate remotely because of the COVID-19 outbreak. And organizations without the right tools struggled to communicate and smoothly transition to a remote work setting. 

On the other hand, organizations with CRM systems flourished. CRM makes it possible to sync updates from the entire team and access any required information, no matter where you are in the world.


  • Maintain a Paper Trail

Misplacing even a single important document can be costly for your organization. From employee to customer documentation, a CRM system enables your organization to keep a clear and easy-to-access library of all documentation. Whether you are a new or an established agency, CRM is certainly worth the investment.

  • Set Up Reminders

When you’re juggling several clients and prospects at the same time, a CRM tool can be paramount for your organization. 

When a lot is going on, it is easy to forget to follow up with a certain prospect. And all the resources and time you invested in convincing the prospect to choose your service goes down the drain. 

A CRM will enable your team to keep track of all prospects and remind your employees to follow up at the right time.

  • Identify Trends

To effectively sell your marketing services, an agency needs to be aware of which strategies work and which don’t. You can employ CRM to extract key metrics and identify trends. These trends are useful to understand which processes deserve more attention and resources. This plays a significant role in making informed decisions down the line. 

The Bottom Line of CRM

CRM is a versatile tool that is not only a useful tool for marketing agencies but also for other businesses of all sizes. The right software for your organization plays a key role in streamlining communication and managing prospects. Hopefully, the aforementioned tips encourage you to explore the endless possibilities promised by CRM solutions. Ideally, you should choose this software that will grow alongside your business and support your expanding requirements.


Author Bio:

Stefan Smulders is a SaaS Entrepreneur | Bootstrapped to €3M ARR in just 1year | Founder of Worlds safest software for LinkedIn Automation | Vegan | Fathersmall business coach