Does your agency need a software upgrade?

Does your agency need a software upgrade?

As your agency grows in terms of both team and clients, the number of tasks and processes multiplies. This is where a specialized agency management software can support your business by enhancing planning, collaboration, and automation.

Choosing the right system will help you achieve:

Complete Visibility:

Centralized operations enable your team to quickly access relevant information. Employees receive their tasks instantly, and managers can analyze projects and results independently. This ensures that the leadership team always has real-time insights at their fingertips.

Single Source of Truth:

A unified platform consolidates all company information in a single location. Every stakeholder has access to one consistent version of the truth, ensuring that the data is accurate, up-to-date, and efficiently managed.

Scalability:

The system evolves at the pace of your agency. An ERP is flexible enough to expand its functionalities as your needs grow. A robust software solution ensures you won’t need to switch systems frequently, supporting your agency’s growth trajectory.

Task Systematization:

With an ERP, you centralize all your data, minimizing the need for scattered Excel sheets maintained by individual team members. A single database allows you to enter information once and reuse it whenever needed—saving time, facilitating access, and automating processes.

Real-Time Collaboration:

With cloud-based software, project team members can consult, edit, and share updated project information in seconds (images, briefs, documents, work versions, team discussions) and even make requests or approvals via mobile.

This allows your team to work in real-time, streamlining collaboration and eliminating the need for non-traceable channels like WhatsApp groups or extensive email chains. True mobility drives better results.

Validated Processes:

Enhance efficiency and accuracy by implementing industry best practices. Whenever possible, define standardized workflows that decouple people from processes. A unified database democratizes information, breaking down silos between departments.

Client or Campaign Margin Tracking:

Be the first to know if a project is at risk of losses and why. Access accurate project P&Ls with real-time data, eliminating the need for team members to compile information from various sources into unreliable reports.

RECOMMENDATIONS:

Each department in your agency needs rapid and complete access to information to perform efficiently. The management software you choose will be crucial to streamlining operations across all divisions of your advertising agency.

Controlled Media Buying:

Issue purchase orders with full control and approval workflows if required. Automatically link purchase orders originating from a sales order, ensuring consistency across the board. Match vendor invoices against terms established in purchase orders before proceeding with payments.

Organized Quoting:

Send professional and organized Requests for Quotations (RFQs) to suppliers, ensuring proper management and traceability. Present quotes to clients directly from the system and generate purchase orders based on client-approved quotes.

Transparency:

Managing your entire agency from a single platform lets you track the status, progress, time allocation, sales orders, purchase orders, delivered work, pending tasks, and check-ins for any project. Navigate easily through all project-related documents, whether for agency projects or media planning.

Financial Control:

Maintain real-time financial information for each project, ensuring compliance with revenue recognition standards in a secure and accurate manner.

Live Reports and Dashboard:

Always up-to-date data, business KPIs, dashboards, and role-based reporting ensure that every team member has the information they need without having to request it from others. Minimize dependency on Excel sheets.

BENEFITS:

A specialized software solution tailored to advertising management, cloud-based and user-friendly, will enhance your productivity, collaboration, and profitability.