Want to Boost Your Agency’s Efficiency? Automate These 4 Processes

To say that today’s digital marketing landscape is crowded would be an understatement. As technologies advance and business locations become less integral to servicing clients, creative agencies face more competition than ever before. To remain profitable in what’s quickly become a global market, agencies must find ways to increase their operational efficiency while providing customers with innovative, scalable marketing solutions that produce real results.
 
Automating workflows is one of the best ways for marketing agencies to do this. In addition to minimizing error and boosting productivity, effective automation strategies can lower operational costs, speed up ROI, increase employee engagement, and improve customer experience. Automation can also help marketers communicate and collaborate more effectively with their clients, resulting in high-performing campaigns that closely align with customer expectations.
 
If your organization isn‘t using automation to streamline its tasks and processes, it’s time to embrace this now-necessary trend. Here’s a closer look at automation’s business-boosting benefits, along with suggestions for getting started.

What Is Process Automation?

Process automation is a term that describes the use of technology to carry out business tasks and processes within an organization. It streamlines systems by removing the need for human facilitation of tedious, redundant tasks to allow for more efficient workflows. Process automation offers many big benefits, especially when it comes to improving operational efficiency.
 
  • Saves time: Digital technology can help your team quickly carry out repetitive tasks that are time-consuming when performed manually, such as A/B testing, data entry, reporting and analytics, and much more.

42% of business leaders agree that workflow automation speeds up the completion of repetitive tasks. – WorkMarket

  • Minimizes errors: Repetitive tasks are much more prone to error when performed by a human versus a machine.
 
  • Improves productivity: Not spending time on repetitive manual tasks gives teams more time to focus on high-level initiatives such as content strategy and business development.

Marketing automation tools improve productivity by approximately 20%. – Nucleus Research

  • Increases employee satisfaction: Workers tend to be happier when they’re relieved of tedious, time-consuming tasks and can focus on the big-picture work that excites them.
 
  • Reduces workload & operational costs: As companies grow, they face heavier workloads and mounting operational costs as administrative tasks pile on. Automating key processes such as order-to-cash makes it possible for businesses to handle the increased workload while taking advantage of economies of scale.

Boost Productivity By Automating These Processes

Introducing automation into your agency’s workflows doesn’t have to be a daunting process. And you don’t have to do everything all at once. Here are some areas where automation can make a significant difference in efficiency and productivity.

Project Management 

There’s no shortage of software available to help organize and streamline project management tasks, and most modern businesses are taking advantage of these tools. Popular programs like Asana, Trello, Wrike, ClickUp, and Jira — to name just a few — keep projects on track and relieve PMs of time-consuming admin work such as assigning and managing deadlines, monitoring budgets, tracking feedback and approvals, and more. They also enable centralization and a higher level of collaboration across teams, which has become essential in today’s heavy work-from-home office environments.

Project management software saves the average employee 498 hours per year. – Saaslist

How do you know which tasks to automate? Start by identifying which manual tasks are the most time-consuming, repetitive and have processes that are already mapped out and well- documented.

Business Reporting

It’s essential for marketing agencies to regularly review their own performance, as well as submit monthly (and sometimes weekly) status reports to clients. But compiling these reports can be one of the most time-consuming tasks an employee has to tackle. In addition to taking over the busy work from humans, automated business reporting is almost always more accurate because there is no chance for human error. 
 
Some popular automated reporting tools include DashThis, Megalytic, Klipfolio, and Databox. These programs can pull real-time data from your clients’ marketing platforms in seconds and generate in-depth reporting on everything from website performance and social media strategies to Google ad campaigns and KPIs.

Time Tracking

Time tracking is a necessity when it comes to identifying productivity issues that may exist within an agency. But when hours and other work activities have to be tracked manually, it can end up adding to the problem. Automated time tracking software makes the process easy and efficient, sparing employees the tedious hassle of having to log their own hours and/or sift through, organize, and synthesize stacks of employee timesheets. They also help streamline billing and reporting updates.
 
In addition to making time tracking more efficient, tools like Timely, Traqq, ClickTime, and Clockify can help streamline billing and reporting updates. Plus, they improve accuracy by removing the margin of error that manual tracking typically introduces. Having the most precise and accurate information on how time is spent across an organization is imperative for effectively improving productivity.

Email Marketing

Most agencies use email marketing to grow their business, and there are plenty of automated platforms to help streamline the processes and enhance results. If your organization’s primary need is to attract new clients, look for email marketing software that helps with segmentation, CRM, A/B testing, reporting, and subscriber growth.

Companies using email marketing automation generate twice as many leads. – Autopilot

For example, email marketing programs such as ActiveCampaign have advanced segmentation capabilities that can organize contacts into sub-segments based on location, history, interests, and other key info, enabling agencies to send more relevant and personalized emails to their clients. For organizations focused on capturing new leads while maintaining relationships with current clients, programs like HubSpot offer built-in CRM systems.

Automation Has Become Essential for All Digital Marketing Agencies

In today’s overcrowded marketing landscape, agencies can no longer afford to manually perform the majority of their business tasks and processes. While investing in automation software can be pricey, incorporating the right programs into your workflows will ultimately lower costs by improving efficiency, boosting productivity, and ensuring the most accurate results when reporting both internally and for clients.

You may also like...

Subscribe to Our Blog

Subscribe to receive an email when we publish new content!

    Ready To Empower Your Business?

    We can help you future-ready your business with customized, innovative solutions designed to foster sustainable growth.

    Let’s Talk

            Meto

            Meto

            Meto is a tech-based nonprofit intent on making access to quality higher education a reality for all students. We have a special focus on creating scholarships for low-income students.


            In 2018, Meto was founded to connect African students with university opportunities. Along the way, we have learned that all students can benefit from our innovative model, wherein universities make the first move and invite good-fit students to apply. So, in 2023, we opened our platform to students across the globe.

            website: https://meto-intl.org/

                      Nikhil Badlani Foundation

                      The Mission of the Nikhil Badlani Foundation (the “Foundation”) is to enhance the lives of underserved children in West Orange, NJ and neighboring communities through music lessons, scholarships, and traffic safety education for all.

                      Since the Foundation was established in 2011, Theorem has consistently been an annual sponsor of and team participant in the STOP for Nikhil 5K Run/3K Walk. This event intends to raise traffic safety awareness and to serve as a way to remembervbgfc ≈ and honor those who have been killed or seriously injured in traffic accidents. We recognize the importance of raising awareness and road safety amongst teenagers and parents alike, especially in the local communities of our Chatham, New Jersey office. Learn more about the Nikhil Badlani Foundation at nikhilbadlanifoundation.org

                      Diversity and Inclusion

                      Theorem actively aids in the ongoing fight against systemic racism and discrimination, realizing the importance of ongoing discussions surrounding diversity and inclusion.

                      By contributing to organizations such as Black Girls Code and the Anti-Racism fund, we aim to be a fundamental supporter of diversity in the workplace and beyond. These organizations specifically speak to Theorem’s role as a leading voice in the technology innovation space and we avidly support their missions. The vision of Black Girls Code is to empower girls of color, ages 7-17 to become innovators in STEM fields and encourages them to be the builders of their own futures. The Anti-Racism Fund serves as a response to the inequities experienced by the African-American community. It provides monetary support to a dynamic portfolio of curated organizations as a way to inject and enable social change.

                      Feeding America

                      Feeding America is the largest charity working to end hunger in the United States. By partnering with local food banks, food pantries and other community food programs, Feeding America looks to advance change across the country and ensure equitable access to nutritious food.

                      As a long-standing contributor and sponsor of Feeding America, we deeply believe in their vision of an America without hunger. The need for and importance of organizations like Feeding America has has become more and more prevalent as communities face more hardships as a result of the pandemic and the current economy. Theorem is dedicated to its continued contributions to Feeding America to do our part to empower and strengthen our communities. Learn more about Feeding America at www.feedingamerica.org

                      Grameen America

                      Grameen America is dedicated to helping entrepreneurial women who live in poverty build businesses to enable financial stability mobility.

                      Since their founding in the United States in 2008, Theorem has supported Grameen America’s mission, which seeks to build upon the legacy of Presidential Medal of Freedom, Congressional Gold Medal and Nobel Peace Prize winner Muhammad Yunus. Through financial contributions and event participation, Theorem has contributed to Grameen America’s cause. As an immigrant entrepreneur himself, our CEO Jay Kulkarni is especially eager to support the organization’s mission of aiding underserved communities. Learn more about Grameen America at www.grameenamerica.org

                      Vision Spring

                      VisionSpring is making the wonder of clear vision possible for all by helping provide affordable and quality eyeglasses to those in need. For many, lack of access to affordable eyeglasses leads to loss of employment or less educational opportunities.

                      VisionSpring partners with organizations who join them in their mission of supporting livelihood initiatives, enhancing potential for all. Learn more about Vision Spring at https://visionspring.org Theorem has consistently partnered with VisionSpring to organize free events, such as eye check-ups, across multiple villages in the Mysuru, India region, impacting over 3,000 rural residents. We stand with VisionSpring in their mission to increase accessibility to quality eyewear and eye care.

                      Covenant House

                      Covenant House provides housing and supportive services to youth facing homelessness, helping young people transform their lives.

                      For more than 5+ years, Theorem has supported Covenant House with corporate sponsorships, leading career-building workshops at their Newark, NJ shelter facility and participation in the organization’s fund raising Sleep Outs. Covenant House utilizes these Sleep Outs to raise funds and help shine a light on the injustice of youth homelessness, inspiring communities to step up and protect the vulnerable. We are proud to support Covenant House’s programs, which are designed to empower young people to overcome and rise above adversity, today and in the future. Learn more about Covenant House at www.covenanthouse.org

                      Contract Type

                      |

                      Location

                      Job Title

                      Contract Type

                      |

                      Location

                      Job Title

                      Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

                      Apply Now