Why Do Marketing Agencies Need A CRM?

Why Do Marketing Agencies Need A CRM?

Marketing Agencies: Running a digital marketing agency or website design agency is a risk. But nobody said running a digital agency is easy, right? An agency has two parts; knowledge and experience (to manage the business) and talent (to carry it forward).

Most agencies focus on the areas of knowledge to perform their work: programming, graphic design, web design, content production, organic traffic, paid traffic, and growth hacking found in modern digital marketing companies. But growing your business goes beyond the core service or services you offer.

It implies knowing how to build relationships, increase sales and deliver projects. Scaling your marketing agency requires strategies, business processes, and technologies. Among these technologies, having cloud customer relationship management ( CRM ) software is one of the critical points.

But Why Does Your Digital Marketing Agency Need A CRM?

Customer relationship management (CRM) software is helpful for businesses that want to track their customer journey and convert leads into sales. A good CRM gathers lead information through landing pages, emails, forms, and customer interactions.

It then records the information for you (usually automatically) and scores the leads accordingly, which moves them down the marketing funnel. With a modern and easy-to-use CRM tool like Sales Funnel, agencies can unify their sales processes and gain actionable insights to facilitate their sales operations and increase their sales volume. See how a reliable sales CRM system can improve your sales process and help your agency grow.

Capture And Organize Leads While You Sleep

Did you know that 25% of leads come from outside working hours? By placing a contact form on your website integrated with your CRM, you can capture and organize your leads even when sleeping.

And before you wake up, the CRM will automatically sort and label the leads that went down as “New” deals, organizing everything in your sales funnel. This is very important as it also reduces marketing expenses by offloading much work other employees would have to do.

Your team can focus on other tasks with tools explicitly designed to manage and analyze customer data. This results in more efficient use of time and can even reduce the need to hire additional employees. In addition, with the automation provided by the CRM, the chance of an error occurring is infinitely more minor compared to manual work.

Identify Your Best Customers

With a cloud CRM, it will be easy for your sales team to find your best customers. Viewing the chronological history of interactions with each contact, your sales rep can see a lead’s journey to becoming a customer.

Collecting and analyzing this information will help identify customers with whom they can build long-term relationships and let go of those who are not committed.

Imagine that you are coordinating a digital marketing campaign to boost sales for an online store. Today, online shopping is more popular than ever, but that doesn’t mean the customer journey is fast and straightforward.

Increase Your Sales Productivity

A CRM record of your interactions provides insights into the individual or company you’re working with, automates tedious tasks like manual data entry, and integrates with the tools you already use, allowing you to focus on selling.

This, in turn, will increase your sales force’s productivity and allow them to do what you want them to do – acquire new, profitable customers.

Keeping this in mind, digital marketing agencies need to invest in a tool that adapts to their workflow and speeds up the sales process without needing any formal training.

What To Prioritize In The Organization Of Your CRM?

The following five marketing elements of your CRM are prime candidates for automation:

• Lead Management

Capture and scoring determine who your most qualified and sales-ready buyers are.

• Engagement Monitoring

Tracking the engagement of your leads is essential. You should know when and how your potential customers viewed your content pages or interacted with your social media posts by integrating analytics tools.

• Lead Nurturing

We are at the moment of conquest, so it is time to value the customer through personalized actions, preferably automated. It would help if you interacted with people in a way that engages them and keeps them close, so they remember you as they make their purchase decision.

• Customer Retention

Keeping your current customers happy should consume only some of your time.

• Organization And Planning

By measuring the ROI of your marketing efforts in your CRM, you have a better view of what to focus on in the future.


An agency that wants to move quickly and grow revenue needs real-time access to the data that powers it. And customer retention is one area where increasing this data flow can yield significant gains.

Use CRM as a unified data source to personalize customer communication, track interaction, and engage inactive customers. Remember: understanding and responding to customer behavior is the key to relationship success, and a quality CRM will help you in this mission.

Also Read: Marketing Plan: How To Increase Sales?