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How to Choose the Best CRM for Digital Marketing Agency

If you have ever thought like “Wow, this app is amazing” or “It is so easy to make a purchase from this website”, there’s probably a huge contribution of a digital agency.

Agencies are the best, period.

They help their customers make, build, optimize, and market products. Agencies are at the spot where they have to make their customers happy, as well as end-users i.e. WE.

In this article, we’re talking about one such agency – Digital Marketing Agencies.

Digital marketers are the reason why anything that you love on the internet whether a blog or an app. For a simple reason, they made a good product reach to the users like us.

Without mindful marketing, a good product will be lost in the dark. With the combination of SEO, PPC, social media, and influencers, digital marketing agencies make sure a good product reaches the right audience.

In this article, we are specifically talking about a tool that helps digital marketing agencies manage their business – CRM.

What problems digital marketing agencies are facing?

Before we go into the process of choosing the right CRM for digital marketing agency, it is essential to understand what problems these agencies are facing.

1. Lead capturing

Agencies can generate a handsome amount of leads. The problem is they don’t have the right tools to capture those leads for better management. With the right CRM, agencies can directly fetch new leads from the company contact page and start adding them into pipelines.

2. Lead management

Agencies also face a hard time when it comes to managing leads. First of all, there are overwhelming inquiries every single day. Some of them are the right business leads, some might be useful, and some are completely useless.

To mindfully spend time on the right leads, your agency needs an environment that can manage every single lead and can show the importance of each one of them.

With the right CRM, digital marketing agencies can place every lead in the right stage of the pipeline and clearly identify hot leads and cold leads.

3. Lead nurturing

Lead nurturing is the stage where you make the prospects familiar with your brand. You will be sending important content, scheduling demos of your product, sending out product emails, and make sure they understand your product very well (not to mention, you also understand their needs).

As a digital marketing agency, you can send out case studies of your previous clients to the prospects showing what difference your services can bring. You can also share newsletters, eBooks, articles, product updates. Basically, anything that can help understand your product in a better way.

For lead nurturing, features related to emails like designing campaigns or scheduling sequences are important. You will also require features related to calling and texting, so you can connect with your prospect on more than one medium.

Give attention to leads, just like they deserve!

Nurture leads with Salesmate CRM.

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Now, I’m going to list out some important factors you must consider before choosing the right CRM for digital marketing agency.

Let’s begin.

Important factors to find the best CRM for a digital marketing agency

1. Narrow down your services

You might be offering a variety of services starting from content writing to PPC campaign management. The first thing to find the best CRM for your digital marketing agency is to narrow down your services. This is a typical list of services a digital marketing agency offers:

  • Content writing and marketing services
  • Search engine optimization
  • Pay Per Click or Paid Advertising
  • Social media marketing
  • Influencer marketing
  • Ecommerce marketing
  • PR and promotions

This step is very crucial because you will create individual pipelines for each service. You can create different stages of pipelines depending on the services.

It is obvious that you should look for a CRM that allows you to create multiple pipelines without any restriction and with utmost customization capabilities.

Needless to say, your ideal CRM would help you manage deals effectively. You should be able to move deals from one stage to another effortlessly. You should be able to assign them to the right teammate and be able to easily track any action on the deals.

Pipeline and deal management are the two most important features to look for in a CRM.

2. Connect with prospect seamlessly

Agencies connect with possible customers via emails, texts, and calls regularly. An ideal CRM for digital marketing agency should help you with all three channels of connecting.

Let’s talk about emails first.

CRMs allow you to sync your inbox and fetch all the emails, so you can directly add a prospect as a contact or lead to your CRM. This simply means you don’t have to jump back and forth from your Gmail or Webmail to CRM.

Secondly, calling is the most important part of any digital marketing agency. In every stage of the sales process, your sales reps would be using calls to connect, convince, and convert the prospects.

A handful of CRMs are offering a built-in phone system, so you can make and receive calls without leaving the system. You can also get virtual phone numbers for various countries and connect with prospects all over the world by being local to them.

With a phone system, you can also get benefits such as call recording, call transfer, call masking, voicemail, etc.

Your ideal digital marketing agency CRM should help you with these two important things. Of course, text can be a useful tool to add value to your sales and marketing process.

Make international calls, without leaving your CRM

Use built-in calling from Salesmate.

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3. Email campaigns

As a marketer, you know the importance of a solid email campaign. A good drip can help you gain more customers and definitely build rooted relationships.

A series of timely emails enables you to achieve a certain goal whether it is to grow subscribers or board new customers.

A good CRM should enable you to create drip email sequences with automation, so you can build a stronger customer base.

Here are some good signs of a CRM with sequences:

  • Design sequence with the desired number of stages, time intervals, and conditions.
  • Enroll in bulk contacts using tags.
  • It allows you to send personalized emails.
  • Send emails at multiple timezones.
  • Gives you data about your campaigns i.e. open rate, click rate, replied, and unsubscribed.
  • It allows you to create and use pre-defined templates.
  • It allows you to use a combination of text, email, and activity.
  • Ability to handle sequences with fully-automation or semi-automation or manually.

4. Collaborative workspace

A CRM shouldn’t just be a tool to help you manage your deals, it should be much more than that. Handling all the deals with a collaborative effort is something you must understand.

In a digital marketing agency, there are multiple teammates who handle deals whether in sales or marketing. Smart features like Share Team Inbox in CRM allows you to work collaboratively.

Any member who has access to team inbox can respond to an ongoing deal. When the prospect responds, any available rep can respond to the conversation, so the prospect doesn’t have to wait.

Members can assign and tag teammates so the most relevant rep can take over the conversation.

Work like a Team should work! 🧑‍🤝‍🧑

Shared team inbox from Salesmate.

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Important features to look for in a CRM for digital marketing agency

  • Contact and company management
  • Sales pipeline and deal management
  • Email tracking
  • Product/service management
  • Goal management
  • Phone system with call recording, call transfer, call masking, etc.
  • Sales reports and forecasting
  • Data entry automation
  • Mobile app

How Salesmate CRM can help your digital marketing agency?

Salesmate CRM is specifically built for small and medium scale businesses to empower sales & marketing teams. Salesmate is one of the best CRM for digital marketing agencies because it streamlines the entire sales process and helps you build rooted relationships with your customers.

With our chrome extension, you can directly fetch name and email address from Gmail as a lead into Salesmate. The extension also helps you check all the activities and deals related to a particular contact, without entering into the CRM.

Using the Gravity Form, you can directly fetch new leads from your website into your CRM. You can effortlessly drag and drop deals into the relevant stage of the pipeline.

Features like shared team inbox, email and text sequences, built-in phone system, sales automation, workflow automation can help you streamline your business process and effectively close more deals.

You can find every single feature mentioned in the article in Salesmate, and much more!

Try one of the best small business CRM and explore every bit. All the features are available in our 15-days free trial 🙂

Kashyap Trivedi

Kashyap Trivedi is working with an awesome marketing team at Salesmate CRM. He is deeply interested in learning digital marketing trends and try them out! When he’s not working, you’ll find him reading a good book or meditating.

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