Best CRM For Marketing Agency Wanting To Grow

Ultimate GoHighLevel Guide

Table of Contents

When it comes to marketing agencies, having a great CRM is essential. It can help manage clients more efficiently and automate customer data transfer and processing tasks. But with so many CRMs on the market, how do you know which one is right for your agency?

We have been a small Digital Marketing Agency for over five years, and we have tried everything from Salesforce, Zoho & Pipedrive, all of them being decent tools. However, they can get expensive and are not user-friendly for managing our clients.

Over the Last Year, we have been using the GoHighLevel CRM, a fantastic all-in-one tool that allowed us to consolidate all of our monthly subscriptions into one device.

The Best CRM for Marketing Agency should have the following features:

Lead Scoring

Lead scoring is a business process that involves ranking leads in order of their potential to become customers. Lead scoring aims to help sales and marketing teams identify which leads are most likely to convert into paying customers. Lead scoring models vary but typically consider the lead’s location, industry, job title, and whether the company has already contacted them.

Lead scoring can be a valuable tool for sales and marketing teams, as it helps them focus their time and resources on the most promising leads. However, it is important to note that lead scoring is not an exact science, and there is always a certain degree of uncertainty when predicting which leads will convert into customers.

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Opportunity Management

Opportunity management is a critical component of any CRM system. By tracking and managing opportunities, businesses can ensure that they are making the most of their sales pipeline and maximizing their chances of success.

CRM For Marketing Agency
Sample Opportunities

Opportunity management includes several features, such as tracking opportunity details, forecasting future sales, and generating reports. Opportunity management can also help businesses to identify and prioritize the most promising opportunities. Companies can improve their sales performance and achieve goals by maximizing opportunity management.

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Sales Pipeline

A sales Pipeline is a set of marketing and sales stages that companies use to measure progress towards their Sales goal. It is also known as Sales Funnel or Sales Process. Sales Pipeline stages can vary from company to company, but typically they include: 

– suspect/prospects 

– leads 

– marketing qualified leads (MQLs) 

– sales qualified leads (SQLs) 

– opportunities 

– closed/won deals 

The Sales Pipeline typically starts with the suspect stage, in which companies generate a list of potential customers (also known as leads). These leads are then evaluated to see if they fit the company’s buyer persona.

If they do, they are moved to the next stage, the marketing qualified lead (MQL) stage. In this stage, marketing teams use various methods such as email marketing, and content marketing. They lead nurturing to further qualify the lead and determine whether there is a fit between the product/service offered by the company and the needs of the customer.

If there is a fit, the lead moves on to the next stage: the sales qualified lead (SQL) stage. In this stage, Sales teams take over and attempt to close the deal with the customer.

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Task and Activity Management

Task and activity management is a process that helps businesses keep track of their tasks and activities. By managing these items, businesses can improve their efficiency and effectiveness.

There are many different CRM Task and Activity Management software options available on the market, each with its own set of features. When choosing a Task and Activity Management system, it is essential to select one that will meet the specific needs of your business.

Consider the size of your business, the number of employees, and the tasks and activities that need to be managed. Once you have selected a Task and Activity Management system, you must set up your account and familiarize yourself with the features. Once you have done this, you can start adding tasks and activities.

As you add items, you can assign them to specific employees or groups. You can also set deadlines and add notes to tasks. By using a Task and Activity Management system, you can improve the efficiency of your business by keeping track of your tasks and activities.

Client/Customer Database

Any business that works with customers needs a way to keep track of their contact information, purchase history, and preferences. A CRM, or customer relationship management system, is a software application that helps businesses track and manage their customer data.

A CRM client/customer database contains vital information about a company’s customers, including contact information, purchase history, and preference data.

CRM For Marketing Agency
Client Database

This data is essential for sales and marketing teams to track and target potential customers. In addition, a CRM client/customer database can also help customer service teams resolve issues and provide better support.

A CRM client/customer database can help businesses build better relationships with their customers by keeping all of this important data in one place.

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Reporting is a critical component of any CRM system. It allows businesses to track progress, identify issues, and measure performance. A variety of different report types can be generated, each providing additional insights into customer activity.

For example, lead reports show how many leads are being generated, conversion rates, and the average time it takes to convert a lead into a customer.

CRM For Marketing Agency
Google Ads Reporting

Opportunity reports show the value of open opportunities, projected sales, and the average deal size. Activity reports track the number of activities completed by customers and sales reps and the average length of time for each activity.

Reporting can also be customized to track specific metrics important to your business. Whether you need to track progress, identify issues, or measure performance, CRM reporting is essential for success.

These are the basics of any CRM that would be useful to any business; GoHighLevel has all of these and a few more that I will explain below.

Social Media syndication

Social media syndication is the process of publishing content across multiple social media platforms. Social media syndication aims to reach a wider audience and engage with potential customers on various channels. Social media syndication can be a valuable tool for businesses of all sizes, but it is especially beneficial for small businesses and startups.

CRM For Marketing Agency
New Social Syndication Tool

By syndicating their content, businesses can get their message in front of a larger audience with relatively little effort. Additionally, social media syndication can help to build brand awareness and to create a more consistent online presence.

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Email Marketing Automation

CRM email marketing automation can save businesses time and money by automating email marketing tasks. By automating email marketing tasks, businesses can free up time to focus on other aspects of their business.

In addition, automated email marketing can help businesses to improve customer relationships by providing timely and relevant information to customers.

Automated email marketing can also help businesses to increase sales and revenue by providing customers with personalized information about products and services. As a result, CRM email marketing automation can be a valuable tool for businesses of all sizes.

CRM For Marketing Agency
Sample Email Automation

Also included with the High-Level platform is the website builder, funnel builder, email builder, text messaging, voice drops, form builder survey builder, and many more amazing features that create the Best Crm For Marketing Agency that we have run across and at such an amazing price.

If you are looking for an affordable yet powerful CRM for your marketing agency, GoHighLevel is worth checking out. It has all the features you need to manage your clients effectively and grow your business.

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