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Creative differences. Client demands. New business acquisition. Rising costs. These are just a few of the many reasons why running today’s digital marketing agency is challenging. The industry is constantly evolving with technological advances, and new competitors are added to the scene regularly. With a mix of creative and technical people working independently in their roles, it’s highly important for your agency to have a feature-rich application that is the single source of truth for your operations. That application is often a customer relationship management system (CRM).
You’re convinced…you know you need a CRM for your agency – whether you are an advertising agency, a creative agency, a digital marketing firm, a media buyer, or somewhere in between. Which CRM should you select? Salesforce and Insightly are both popular CRM platforms that cater to a wide range of industries, including ad and media firms. In fact, you may find one or both of these CRMs at work in the client companies you work with so it pays to have working knowledge of both.
These platforms offer features and functions designed to help agencies do more, including automating workflows and repetitive tasks, managing customer relationships, and creating efficiencies. The platform will also have to work seamlessly with your marketing automation platform. In fact, you may be a part of the platform’s partner program to sell it to your customer base.
In the context of marketing agencies, let’s compare Salesforce and Insightly across various key features and functions. Keep in mind that Salesforce is considered a legacy CRM whereas Insightly is a modern CRM, so many of these comparisons will be conducted with that fact in mind.
The choice between Salesforce and Insightly as a CRM for digital marketing agencies of all sizes depends on factors such as the size of the agencies and your number of clients, your customization needs, your budget, and the number of integrations you’ll need to operate your firm. Salesforce is costly, but with its scalability and extensive enterprise features, it could be a good fit for global ad agencies with multiple offices worldwide, hundreds of teams, and thousands of associates. Insightly is a modern, affordable CRM that is an attractive option for digital marketing agencies of all sizes looking for a CRM that offers good value to grow.