internal processes

Does Your Agency Need a CRM or Project Management Software?

Published Nov 29, 2019; last updated Apr 4, 2019. Few industries are as relationship-driven as marketing and advertising. In order to win new business, these agencies must qualify and follow up with new leads in a timely fashion. And in order to build a loyal client base, they need to connect with clients on a personal …

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Conquering Customer Service Issues: 9 Tips to Build Customer Loyalty

As a customer, there’s nothing more frustrating than having an issue with something you spent hard-earned money on. And this frustration only increases when the issue isn’t resolved effectively by the company. Businesses often think of great customer service as part of their selling toolkit. However, the need to empathize with consumers or understand their …

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Beyond CRM: How Method Helps Businesses Create Optimal Workflows

Changing software needs are a fact of life for growing businesses. It makes sense: as you acquire more customers, your processes become more complex and you need different tools to manage them. Many businesses start off with just accounting software, like QuickBooks. Next, they might add a CRM to the mix. Then, maybe they’ll add …

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6 Ways CRM Software Helps Education Companies Handle the Back-to-School Rush

The end of summer is approaching, and that means it’s time for school administrators, tutors, and education technology companies to prepare for the return of their students. For those in the education industry, the start of a new school year can be an overwhelming time. With parents visiting schools, students making payments, and teaching staff …

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Features to Look for in a CRM for Creative Agencies

Owning a creative design, web design, or marketing agency requires you to work closely with clients and offer unique services. However, day-to-day tasks such as finding new leads, scheduling project meetings, and providing superior customer service can put a strain on your productivity. You need a way to streamline your processes without getting overwhelmed by …

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