Client Profile
A growing Marketing & Advertising Agency based in California, and they have been operating their business for over 1 year now. Our client provides a range of digital marketing services such as SEO, content marketing, social media marketing, paid ads, video marketing, etc.
In a short period of time, they have started working with multiple brands to manage campaigns, client communication, and lead generation. With a strong presence in digital marketing, they required a system to simplify operations.
Before working with CRM Masters, the agency was using spreadsheets, emails, and standalone tools to manage campaigns and track client activities. This setup made it difficult to have a single source of truth, leading to delays in campaign updates, a lack of visibility into leads, and inefficiency in managing client relationships.
California, United State America
B2C & B2B
The agency reached out to CRM Masters with one main goal: to reduce manual work and deliver campaigns with more efficiency and transparency. They wanted a system where leads, campaigns, and client reports were all connected.
Challenges Faced
Missed Leads from Campaigns
The agency ran ads and campaigns for their clients, but leads generated were collected in spreadsheets or emails. There was no clear process to assign leads to the sales team or track what happened next. This meant some leads went cold before anyone could follow up.
Time Consuming Client Reporting
Clients wanted updates on campaign performance every week, but preparing reports was a nightmare. The team had to log in to different platforms, pull data, and then create presentations manually. This took hours and delayed communication.
Difficulty Managing Multiple Social Media Accounts
The agency is handling 100+ client accounts across Facebook, Instagram, LinkedIn, and Twitter. Switching between platforms made scheduling, publishing, and tracking performance time-consuming. It also left room for errors, like missing posts or forgetting deadlines.
Our Solutions for Marketing & Advertising Agency
Zoho CRM for Lead Tracking and Follow-Up
We set up Zoho CRM to automatically capture leads from campaigns (social media, ads, and landing pages). Every lead was routed to the right sales rep instantly.
- No more manual entry in spreadsheets.
- The sales team received real-time alerts when new leads came in.
- Follow-up reminders were automated, so no lead was left behind.
This not only improved response times but also gave the agency and its clients clear visibility into how campaigns were generating revenue.D
Zoho Social for Managing All Client Accounts
Instead of logging into each client’s social accounts separately, we implemented Zoho Social. The agency could:
- Schedule posts for multiple clients on multiple platforms in advance.
- Monitor engagement across platforms from a single dashboard.
- Share content calendars with clients for easy approvals.
This saved the creative team hours every week and made campaign delivery more consistent. Plus, clients appreciated the transparency since they could see what was planned for their brand.
Zoho Analytics for Real-Time Client Reporting
We connected all campaign data to Zoho Analytics and created custom dashboards for each client.
- Reports that earlier took days were now generated in minutes.
- Clients could log in and see real-time updates on ad spend, reach, clicks, and conversions.
- The agency could focus on strategy instead of manual reporting.
Results
Key Outcomes Included
- Every Lead Tracked with Zoho CRM: With Zoho CRM, every lead from ads and landing pages was captured automatically. The agency no longer worried about missed opportunities, and response times to new inquiries became much faster.
- Clear Forecasting and Revenue Tracking: With Zoho CRM, the agency tracked deals, projected revenue, and identified its most profitable clients. This improved planning and helped them focus on the right opportunities.
- Insightful Client Reports with Zoho Analytics: Zoho Analytics turned its manual reports into real-time dashboards. What used to take hours of pulling data from different platforms was now ready in just a few clicks. Clients loved the transparency and quick access.
- One Dashboard for All Social Media Accounts: Zoho Social made managing multiple client accounts simple. Instead of switching between platforms, the team now schedules, tracks, and reports everything from one place, saving both time and stress.
- Better Campaign Insights for Smarter Strategies: With Zoho Analytics dashboards, the agency could spot which ads or channels performed best. This helped them optimize ad spend and deliver higher ROI for clients.
Performance Improvements
increase in lead conversion rate due to faster follow-ups in Zoho CRM.
less time spent on campaign reporting with Zoho Analytics dashboards.
improvement in team efficiency through Zoho Social’s scheduling and monitoring.
higher client retention due to timely updates and transparency.
About CRM Masters Infotech
(ISO: 9001-2015 & ISO 27001:2022) Certified Company.
As a reliable partner, CRM Masters offers Zoho Consulting Services to businesses in a variety of industries, helping them streamline operations and attain business growth. We have been providing specialized CRM and other automation solutions to sectors such as healthcare, real estate, automotive, education, and more since 2016.
To guarantee that every solution satisfies the particular needs of the client, our team of 100+ professional developers specializes in Zoho Customization Services, Zoho Integration Services, and Zoho Migration Services.
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