All creative agencies are unique, from the services they offer, to the clients they work with and the talent they have in-house. But one thing is often the same — they’re still keeping information about clients and deals in spreadsheets 🙅— or even more crippling, they’re using a CRM system that doesn’t work for a relationship-focused business model.
We know you work hard to deliver an experience and end-product your clients are thrilled by, but if your team is dealing with the disorganization of multiple sheets and calendars, lost files, email addresses and more — the customer experience can be less than lackluster 😔
Your CRM should flexibly accommodate the way your team works so you can focus on what matters most: scaling your processes, building loyal clients, and growing your revenue.
We’ve put together this helpful guide sharing best practices for setting up your first, or new, agency Copper CRM. We cover:
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Overcoming common agency problems with CRM
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How to use CRM to win clients, communicate more effectively, and build longer-lasting relationships
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How to get your team to enthusiastically adopt Copper
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The secret to managing complex agency relationships — including with vendors, clients and freelancers
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And more!
Click here to visit the interactive Agency CRM guide👆
