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FREE EBOOK

Agency CRM Best Practices Ebook

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Whether you're a brand agency, an ad agency, or an events agency (or any other type of agency), you're managing relationships. A lot of them.

And if you're still using spreadsheets, you're doing your team (especially your creatives) a disservice.

There are more efficient, easier-to-use, and more collaborative tools out there. And this is one of them.

In this best practices guide to setting up your first agency CRM, you'll learn:

  • How to tackle common agency challenges with CRM
  • How a CRM can help you win clients, communicate more effectively, and build longer-lasting relationships
  • How to get a team to enthusiastically adopt new technology
  • The secret to managing complex agency relationships—including with vendors, clients, and freelancers
  • And more!
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