Advertising agencies have always one eye open for the CRM software market. Simply because this software can help them improve all aspects of sales workflow. Choosing such a software should not be taken lightly. There are many vendors online and picking the right one can mean the difference between success and downfall.
After testing several CRM software for advertising agencies, we have come up with the list of the top solutions definitely worth your time. Here is what we have found on the market.
This is a top-notch cloud-based CRM platform built specifically for advertising agencies. It supports complete service, marketing and sales automation based on a process-driven methodology.
Their CRM solution enables advertising agencies to manage the entire customer lifecycle. Advertising agencies will have complete control and oversight of lead generation and sales processes, and ongoing customer service as well.
The features that we’ve found quite efficient are: performance analysis tools to help advertising agencies get insights on performance and KPIs and use the information to forecast data, and complete routine tasks automation. It is a great tool to use if you want to build delightful customer relationships while boosting your employees’ efficiency.
This is another modern cloud-based CRM platform. It gives the users a full control over customer relationship management. The interface of this software is quite easy to get accustomed to. It allows advertising agencies to access a complete overview of their customers.
While it includes many features, the ones that have caught our attention are seamless opportunity management, lead tracking in real time and easy email integration. The one feature that stands out is the online search functionality, which looks for additional customer data.
The tracking system enables advertising agencies to forget about looking for the files all over the place, because this CRM software gathers files shared via email and attaches them to the client profile.
Less Annoying CRM
CRM software coming from the Less Annoying CRM penetrated the market by delivering everything that small advertising agencies need at a very affordable price. The user interface design is minimalistic, and it resembles old and neat Windows UI design.
Consolidating all of your customer data in one place is very easy and straightforward with this CRM tool. The dashboard offers everything you need in one place: tasks, files, events. Users can even attach personal notes to each of the tasks.
One would think that this simple software offers no customization whatsoever, but this is not the case. With Less Annoying CRM, you will be able to customize lead definitions, as well as the sales process, making this software easy to align with specific advertising agency goals and customer needs.
The CRM tool coming from this company is cloud-based. It offers a variety of features for advertising agencies. It has everything to be classified as a modern CRM tool: management of sales teams, sales and marketing pipelines and analytic features. The features of this tool can be easily extended with the open API.
The onboarding process is quite fast and easily supported by the feature that allows users to import contacts from other databases, such as Google and Outlook. This CRM tool can be linked with Zendesk, Dropbox, MailChimp and Xero. It also has a dedicated mobile app available for both Android and iOS.
These are the top four CRM solutions for advertising agencies. If any of these tools interests you, feel free to go and test them, as each one comes with a free trial.