We know marketing firms. We know that each client and project has a different plan for their specific needs. We also know that there is a lot of work that happens behind the scenes that clients may not know about or understand how much time is really spent on each task.
That’s why it’s so important to segment each and every marketing campaign and project in a way that makes sense. Each department should have access to what they need, when they need it, without feeling overwhelmed or confused by data intended for others. To achieve the right balance, you need to have the right tools at your side.
With our marketing software solutions, you can organize your team, workload, projects, and tasks lists, all within a CRM that does it all. We start with a base CRM system that is customized for marketing firms. Then, we integrate features and add automations to give you exactly what your company needs.
Clients are the lifeblood of marketing, so it’s important to make sure they’re satisfied with services. When clients don’t know what’s going on or aren’t sure of exactly how your service benefits them, they are more likely to find a new provider. Keeping your clients informed ensures they feel heard, respected, and supported at every step of every campaign.
In marketing, time is at a premium. It isn’t always possible to stay in contact with every client every single day. CRM marketing software can help you maintain that contact and share metrics, knowledge, and updates effortlessly on demand.
Keep your clients in the loop with a client-facing workspace. Here, they can access client-friendly data, so they know exactly what stage their project is in and what is being done. They can also communicate directly through the workspace to leave questions and comments on specific projects, cutting down on unnecessary or excessive emails.
Staying in touch with clients remotely also improves satisfaction by cutting down on projects that culminate with the wrong results. Our client-facing workspace ensures that clients can make corrections, adjust data entry errors, or communicate preferences in real time, keeping your marketing team on track.
Have concerns about data security? Rest assured – any confidential information or communication between your team can still be kept private. Neither DVI360 nor anyone associated with your business has access to communications unless you specifically designate access from the back end.
With marketing projects, there are often several hands simultaneously working on a client’s account. Tasks must be passed off, assigned, and organized in a logical and intuitive manner if you want to achieve work process efficiency. When employees have access to smartly designed systems that work how they work, fewer bottlenecks and failed completions occur along the way.
Our intuitive system designs function alongside your employees, supporting their natural work styles instead of forcing changes. From tracking leads to managing projects, creating artwork, editing copy, and executing campaigns, your employees get a full picture of a client’s account, specific project tasks lists, and detailed project information, like statistics. It starts with a client profile; then, you can add on action items or start new projects.
We design CRM software for marketing for easy use and access without sacrificing function. Our platforms let you break down break down each project with task lists and assignments. Logic-driven, humanistic algorithms present data in ways that make sense at a glance, providing easier access to tasks and analysis methods. Every step or task in every project process can be interacted with, adjusted, modified, passed off, or completed on an as-needed basis.
Keep losing files and documents? We can fix that. With DVI’s marketing software, employees can leave comments and attach files to tasks or action items; all communication regarding a specific client can now be contained within their profile. This means no more excessive emails, missing information, or digging through local files to find an attachment. It protects your business, your clients, and every project from beginning to end..
The road to getting your business organized begins with filling out our contact form. If you are unsure about any of the fields, that’s okay! We just want to get a general idea of your business’ wants and needs.
In our onboarding call, we’ll show you a demo of our base template, plus additional integrations and add-on features. This is where we can assess your business needs and customize your CRM to fit.
It only takes us five business days to connect your customized system. We’ll meet again to make sure it’s exactly to your specifications. We then turn it over to you and your team for bug test and approval.