In this post, 40+ experts running agencies share their secrets for improving operational efficiency including visualizing your work, developing SOPs & more.
Agencies | Dec 24 2020
Kevin Kononenko on September 16, 2020 (last modified on November 2, 2020) • 33 minute read
Is your agency actively evaluating new digital marketing tools to improve performance, systems, and processes?
Well, there are more than 8,000 marketing tools to consider.
At least, that’s the number of tools listed on Scott Brinker’s 2020 Marketing Technology Landscape Supergraphic. That’s up from 7,000 in 2019, 6,800 in 2018, 2,000 in 2015, and 150 in 2011.
In other words, there are more software tools than there is time to evaluate them.
I mean, just look at Brinker’s graphic––you can’t even make out the categories of software let alone the individual vendors.
So, how are you supposed to find the marketing software that works best for you?
Well, there are two solutions. You could ask for recommendations from other marketing experts, or you could narrow the field by looking only for tools that will help you achieve specific goals.
The good news: if getting recommendations for best marketing software from other marketing experts sounds like the approach you want to take, we’ve already done the legwork for you.
In this post, you will learn:
Put simply, digital marketing software helps to improve the performance and efficiency of repetitive and/or manual tasks. Everything from bookkeeping to email marketing is managed through software these days.
Digital marketing software includes social media platforms like Twitter and Instagram, but also analytics tools like Google Analytics.
Digital marketing tools allow marketing experts to create, test, and measure the performance of their campaigns, as well as to ensure their marketing campaigns are launched and tested quickly and efficiently.
The most common digital marketing tools can be divided into 5 groups:
Marketing teams typically use tools across the following 15 categories.
Now, there are obviously tools that span several different categories, i.e. software for updating content for SEO purposes. And, there are also niche software products that go deep into some of these categories.
This is simply a general overview of the different types of marketing software teams typically employ.
If you’re trying to find the right marketing software to accomplish your business’ goals, but aren’t sure which vendor to go with, here are some recommendations for choosing the right software.
We spoke with 60 marketing experts to find out what digital marketing tools they use to generate more revenue and make their operations more efficient. Here are the 38 digital marketing software tools they recommended, listed in alphabetical order:
According to the marketing experts we surveyed, the best digital marketing tool for deep diving into your SEO metrics is Ahrefs.
“Before using Ahrefs, we used SEMrush, BuzzSumo, and various free keyword tools,” says Sam Zastrow of Madison Marketing Group. “But Ahrefs has the richest and most helpful set of keyword data that we’ve seen.”
“Its domain-based link, keyword, and traffic reports are super helpful for sales prospecting and calls, and the content reports help us research top-performing content for blog posts,” Zastrow says.
Angela Han of Sharp Growth also recommends Ahrefs for its large dataset and says that “it’s good for competitive analysis and finding out what your clients’ competitors are up to.”
“Its SEO audits are a massive help in identifying issues on our site, but the main advantage of Ahrefs is the backlink opportunities that can be found with it,” says Louis Watton of Shiply. “Everything from broken links to competitor backlink research is not just possible—it’s also easy—which saves us time.”
“I hate to be an Ahrefs fanboy, but we simply could not live without it,” says Adam Copley of MediaSkyscraper. “It’s the second biggest crawler on the internet and has been crafted with UX in mind at every turn. It drastically reduces the time incurred to run our SOPs, and it just works – no bugs, no downtime, no issues.”
Related article: Here’s How to Use Ahrefs for SEO
Editor’s note: Tracking SEO projects for multiple clients in Ahrefs? Grab this free Ahrefs Project Overview dashboard to quickly see how your optimization efforts perform for all of your clients in a single view.
The best digital marketing software for conversion optimization is Aiva.
“We previously had to involve our whole team in order to optimize conversions for on-site campaigns via multivariate testing,” says Kei Matsuyama of digitalrush. “This tended to be cost-prohibitive for our smaller business clients.”
“We love Aiva because its AI platform makes our lives easier by helping streamline the conversion optimization process.”
“The campaign builder allows us to target, test, and optimize specific on-site content based on user behavior. We can essentially retarget and customize the experience over different devices at little cost to our smaller business clients.”
The best digital marketing tool for all-in-one project management and collaboration is Basecamp.
“Basecamp is designed as a simple—yet powerful—project management tool, which is perfect for agencies,” says AdEspresso’s Paul Fairbrother.
“As well as having chat rooms, it can be used to store files and templates and provide project timelines, so it’s more flexible than Slack. The client can upload files to their particular project as well.”
“One of the great things about Basecamp is it has a flat fee of $99 a month for unlimited users. So as your business scales, the price doesn’t—it stays affordable,” Fairbrother says.
The best digital marketing tool for rapid ebook creation is Beacon.
“We used to have a long process of content research, creation, design, revisions, etc.,” says Andrew Brockenbush of Beefy Marketing. “Using Beacon, that has now been streamlined to allow anyone on our team to design a lead magnet for our clients.”
“Beacon has well-designed templates to choose from, you can customize colors, layout, etc., and it makes it way easier for our copywriters to put together the entire lead magnet. This speeds up the launch process and saves us money.”
“These are the most important features:”
Related Article: 12 Marketing Agency Project Management Tools That Create Efficiency
The best digital marketing tool for cross-browser and cross-device testing is BrowserStack.
BrowserStack makes it really easy to test our updates across a whole range of real desktops, tablets, and mobile devices in no time at all, and then debug any issues with video recordings, automated screenshots, and logs that can be shared with our development team,” says Richard Howe of Colour Rich.
“Before using Browserstack, our testing was confined to testing on devices in-house and only on a few popular browsers. But with the ever-expanding number of devices to take into account, it was just not practical or economical to test each website function or page we produced on so many different physical platforms.”
The best digital marketing software for keeping track of influencer outreach is BuzzStream.
“I used to track all my outreach with excel spreadsheets, and even though it was useful (and free), it took a long time to update and keep track of my conversations,” says Jonathan Nuñez of John’s IMSecrets.
“Now, I don’t have to worry about that. BuzzStream does that for me automatically so I can focus on what’s important to my business: building relationships and content promotion.”
The best digital marketing software for making it easy for prospects to book meetings is Calendly.
“Before Calendly, we were sending back and forth emails with prospects to schedule calls,” says James Carbary of Sweet Fish Media.
“Calendly saves us hours of back-and-forth communications to find a day/time that works for sales calls, podcast interviews, and other types of phone meetings.”
The best digital marketing tool for interactive landing pages, ebooks, and infographics is Ceros.
“As an inbound marketing agency, we’re constantly creating infographics and conceiving out-of-the-norm ways to display information on the websites we design for clients graphically,” says Daniel Berry of Mojo Media Labs.
“Ceros gives our team a leg up over competitors with a powerful—yet highly intuitive—tool to design interactive graphics that present users with a more engaging way to consume content.”
“Ceros brings a wow factor to our work that makes people—including our clients—want to click and explore, something that doesn’t always happen in a PDF. Not only do clients love the Ceros tool, but our designers picked it up with ease.”
Best digital marketing software for free—but powerful—project management is ClickUp.
“ClickUp improves campaign management and transparency, allowing all users to easily see and update the status of a campaign with zero hassle,” says Joe Edgley of Amplified Marketing. “Without ClickUp, our planning and projects would be a complete mess!”
“I used to use Trello and Asana, but I switched to ClickUp for a couple of reasons. First, it’s very powerful and provides you with a heap of features—all for free.”
“Second, the interface and user experience is second to none. Its design is really lovely, easy to navigate, and super intuitive. This allows for simple workflows and improved efficiency when planning, scheduling, and building campaigns and timelines.”
The best digital marketing software for building content in collaboration with clients is Content Snare.
“When we needed to collect content from clients previously, we would create a template using a Google doc and then email the document to the client,” says Brendon Macdonald of Yello Veedub.
“We’d ask them to fill in the blanks, but we’d have to set hundreds of tasks for ourselves to make sure each document got filled out. Then we’d email them again, and again, and again. Multiply that by a bunch of clients. We were pulling our hair out.”
“With Content Snare, we don’t have to set tasks, organize Google docs, or send endless emails. It’s a very simple but very useful tool. It removes the need for us to track or remind our clients to send us their content because the system auto-notifies the client and us.”
“It provides us with the ability to create templates for different types of content requests. For website projects, the Content Snare interface actually looks like their website, mirroring the site’s navigation, so it’s easy for the client to see what we need to collect.”
“We can also limit the number of characters needed for certain content requests so that clients don’t just do a data dump on certain sections, which helps us avoid more sifting and distilling work on our side.”
“We are also experimenting with using it for getting content for other types of projects like blog posts, ad copy, ebooks, and long-form content for pillar pages.”
The best digital marketing tool for content marketing planning and collaboration is Contenttools.
Several respondents recommended Contentools. Here’s what they had to say:
Related Article: 22 Ideas for Using Data to Inspire Your Content Marketing Strategy
The best digital marketing tool for adding chatbots to your website is Drift.
“Drift is an essential tool for moving cold prospects into consideration and offering a second net to catch a potential lead by answering the questions in their head while they’re actively browsing your website,” says Sculpt’s Josh Krakauer.
“It’s helped us personalize our consultative selling experience, surprise and delight visitors with conversational messaging, and answer specific, timely, technical questions that have won over strangers and converted them into leads.”
“Before Drift, there were only two options for communication with high-intent prospects—emails or meetings. We tried HubSpot’s live chat tool briefly, but options for automation and intro messages to hook someone into a chatbot were really limited.”
Related article: Drift Conversations: Where They Happen & Where They Come From
Editor’s note: Need a simple way to see how your Drift chatbot is engaging visitors and getting them into your sales pipeline? Grab this free Drift Campaigns and Conversations dashboard that tracks the traffic levels of visitors using chat for assistance—along with the overall performance of Drift Campaigns.
The best complete marketing automation and CRM tool is Drip.
“Drip amplifies everything for our clients,” says Carly Driscoll of TWIO Brand. “It helps aggregate and deliver relevant and personalized content across multiple channels—using triggered marketing automation—that converts lookers into buyers.”
“With key customer data insights, we can collaboratively optimize a web store, helping our clients achieve business goals while exceeding their expectations.”
The best digital marketing tool for free online photo editing is Fotor.
“I have so many reports and business banners to create, so a free online photo editor is very useful,” says Pinterest’s Marvin Kim. “I used to use Canva, but I discovered that Fotor is much cheaper and has more easy-to-use features like HDR and go art.”
Related Article: 35 Marketers Share Their Favorite Marketing Design Software
The best communication and collaboration tools package for small businesses is G Suite.
“G Suite replaced several tools for us: Outlook, Exchange, Word, Excel, and a variety of storage products and teleconferencing tools,” says Chris Hokansson of One Red Bird Marketing.
“As a small agency, we need to be as efficient as possible when delivering services and working internally. With GSuite, we can work from anywhere and still easily collaborate on documents, spreadsheets, and presentations.”
“Email isn’t trendy or fashionable, but it still is the primary method we use to communicate with each other and our customers. Knowing our mail is secure and always available is something we couldn’t live without,” Hokansson says.
Amara Omoregie of AmaraReps also recommends G Suite: “It helps me keep all of my communications straight. It integrates with the majority of the tools out there, so it eliminates redundancy. I can log in to most tools with it as well, so I don’t need to remember passwords.”
“Your website is your best marketing asset,” says Orbit Media Studios’ Andy Crestodina. “And Google Analytics is the best tool for measuring its performance—from the first traffic source to the final conversion. Ask the best digital marketer you know if they could do their job effectively without it. See what they say.”
“Google Analytics is important because it helps us determine what pages are causing issues on our site, what pages drive the most traffic, and how most users are flowing between all of our different pages,” Stanis says.
“In order to effectively build and run A/B tests and understand the basics of where your audience comes from and what they do/read on your website, you need web analytics,” says Ryan Abrams of InfiniGrow.
“Google Analytics provides me with clear visibility into the top-of-the-funnel performance of my marketing channels,” Abrams says.
The best digital marketing software for avoiding grammar and spelling mistakes is Grammarly.
“I do a ton of writing in my role at Weidert Group,” says Jessica Janda. “Whether it’s for social media, emails, LinkedIn messages, blog posts, or advanced content, this tool allows me to get my thoughts down and then go back and make sure I didn’t miss any grammar mistakes! It has saved me from heartache numerous times.”
The best digital marketing tool for a real-time view of your sales pipeline is HubSpot CRM + Sales Pro.
“HubSpot’s CRM and Sales Hub tools provide us with a real-time view of who is really interested in our content, helps us understand their needs, and lets us know when a prospect/customer is ready to talk,” says Erik MacPherson of TMC Digital Media.
“Bottom line: it provides us the critical marketing and sales data we need to grow effectively and efficiently.”
Related article: 23 Tips for Tracking Sales Activity with HubSpot CRM
Editor’s note: Want an easy way to share pipeline and performance data agency-wide? Grab this free HubSpot CRM dashboard and share it with your team in just a few clicks, embed it on an internal website, or share it on a screen in the breakroom.
“Before HubSpot, we used Pardot and Marketo,” says Amanda Nielsen of New Breed. “Those tools just didn’t provide the same type of customer experience we get with HubSpot. HubSpot is a lot more comprehensive and just generally more user-friendly.”
“We are a HubSpot Diamond Partner, so we kind of live by HubSpot. Aside from that, it is hands down the most valuable tool we use. It stores pretty much every piece of data from our marketing and sales teams and provides insights on the essential metrics alongside the tools needed to improve them.”
“The most important thing HubSpot does for New Breed is hosting our website. Our website on the HubSpot CMS allows us to generate highly qualified traffic and host our most important content. It’s our most valuable asset without a doubt,” Nielsen says.
Romy Fuchs of NetPress GmbH says that the most valuable feature of HubSpot is that it replaces multiple tools. “It allows us to do everything from creating a website page to sending email newsletters and scheduling our social media posts. We could eliminate many other third-party tools we’re using and paying for.”
TMC Digital Media’s Chad Stamm agrees: “HubSpot replaced many tools. It allows us to do everything we need to do in a single place while demonstrating value to our clients.”
“Once we were able to prove success by showing the return on investment (ROI) to our clients, upselling and offering additional services to drive growth became easier processes,” Marguglio says.
The best digital marketing tool for HubSpot users to quickly schedule meetings is HubSpot Meetings.
“Before we started using HubSpot Meetings, we were using Calendly,” says Brand Builder Solutions’ Joe Jerome. “HubSpot Meetings is so much more user-friendly, and all-in-one is a really important thing for our company.”
“HubSpot makes round-robin and team booking very easy. It sends out notifications for the meetings and includes our Zoom conference information. The reminder HubSpot sends from the calendar link also has the CRM record attached, so it’s very easy to see where we were in the conversation before we meet.”
“Arranging calendars can be a real pain. And this has accelerated our sales process and our operations to a greater extent than most things.”
“Our clients like it, and so do our prospects. I reserve all day Wednesday and Thursday for ‘talk’ time with anyone outside our organization. I wouldn’t be able to manage my time this way without HubSpot Meetings.”
“HubSpot Sales is a justifiable buy just for the calendar alone. It does so much more. Anyone on our team who needs to coordinate with someone outside of our team has HubSpot Sales Pro for the Meetings feature. This means trainers, project managers, recruiting, and sales.”
“We even use it for developers since our developers work one-on-one with our agency partners. We don’t gate our team from the world.”
“This tool has allowed us to be a very different solution in a very competitive space. Our clients come to us for the ‘experience,’ and this tool is one of many that supports a great experience.”
The best digital marketing tool for gathering actionable data for outbound sales is IntentData.io.
“In the Sales-as-a-Service space, there are two key differentiators before we look at the talent of our team,” says Tom Jenkins of CloudTask. “One is a process; the other is data. With IntentData.io, we feel like we’ve finally found a data source that is as refined as our process. It’s driving results.”
“Previously, we used typical databases like DiscoverOrg. We also tried other intent data providers but found that account-level info wasn’t actionable for outbound sales.”
Related article: 18 Tips for Increasing Your Sales Team’s Activity
The best digital marketing software for agile project management is Jira.
“We use Jira to support agile project management for all of our internal and client marketing projects,” says Bill Peatman of Alaniz Marketing. “I love it because it helps us break down projects into the smallest elements and assign them to a team member with a deadline.”
“We set up a plan each week, everyone knows what they are accountable for, and we review results at the end of the week. It makes it very clear where improvement is needed.”
“Project management is critical for marketing agencies. We have multiple teams working on multiple projects, and with the Jira/agile solution, we always know the status of every task and every project. There is clear ownership of every detail,” Peatman says.
IMPACT’s Ramona Sukhraj also recommends Jira. “Aside from HubSpot, Jira is the hub of all activity in our organization, regardless of team, position, or seniority.”
“While at a high-level, it may seem like just a fancy to-do list, it’s become so much more than that. Jira gives everyone full transparency into their peers’ work. It what keeps us all on the same page, allowing anyone to evaluate workloads, project progress, capacity, and overall productivity.”
Editor’s note: Want an easy way to track progress by both project and team members? Grab this free Jira Software dashboard for an overall view of issues by status, completed work by projects, and completed work by team member.
The best digital marketing tool for PPC keyword research is Keywords Everywhere.
“As a digital marketer who constantly runs paid campaigns, Keywords Everywhere is the tool I can’t live without,” says Acquire’s Dhruv Mehta.
“Previously, I was using Google Keyword Planner for identifying keyword volumes, LSI keywords, and historical costs per click. But after using it for a year, I discovered certain problems regarding ease of use.”
“Whenever I wanted multiple pieces of information on target keywords, I accessed the dashboard, finding out details by adding a keyword and exporting the data to an Excel spreadsheet. So basically, it was a three-step process to find all of the details I needed.”
“With Keywords Everywhere, the process is much simpler. The only thing required is the browser extension, and you will be all set to see all the LSI keywords, volume, and CPC data directly in the search results by searching for that keyword on Google.”
“So your entire three-step procedure is reduced to only one step. This is why I switched,” Mehta says.
The best digital marketing software for organic keyword research is KWFinder.
“KWFinder is definitely one tool our agency can’t live without,” says Adrian Siuda of BEE Inbound. “First and foremost, it’s a simple, user-friendly, and powerful keyword research tool.”
“One of its best features is its proprietary keyword difficulty metric. This metric gives the user an idea of how difficult it is to rank on the first Google results page for a given keyword by looking at the link profile of the other websites on the first page. The accuracy of this metric was confirmed by many studies already.”
“Other features include a search for semantic terms (like autocomplete and question keywords) and a clever browser extension available for Chrome and Firefox. Last but not least, their site publishes a lot of useful content that’s easy to understand.”
The best digital marketing tool for gathering lead intelligence is Leadfeeder.
“Thanks to Leadfeeder, I can target my visitors much better,” says Ivan Kreimer of Content Fiesta. “I know exactly where my visitors come from: the companies and location. From there, I can create targeted outreach campaigns and start a potentially lucrative conversation around their needs.”
“It gives me so much insight that’s a no-brainer for me; one client that I closed is already worth ten times the price of the tool.”
The best digital marketing tool for quickly creating and sending screen recordings is Loom.
“Loom makes our day-to-day work so much easier,” says Matt Lee of Adhere Creative. “Sometimes, we need to show our clients—or each other internally—how to do something inside of an application. Loom makes this easier by recording a screen capture with a front-facing camera and audio.”
“These quick videos help us tremendously with collaboration and training.”
The best digital marketing software for easy SEO analysis is Moz Pro.
“We still use Google and HubSpot keyword tools, but Moz Pro helps us to better target keywords,” says Kelly Jackson of Pyxis Growth Partners.
“After we research potential keywords in Moz Keyword Explorer, we add each keyword to a client campaign and monitor progress. The campaign tracks domain authority, search visibility, and rankings and provides optimization insights.”
The best digital marketing software for rapid proposal creation and tracking is PandaDoc.
“Before adopting PandaDoc, we used Microsoft Word and HelloSign to create proposals,” says Revenue River’s Eric Pratt. “We switched for access to PandaDoc’s sales enablement capabilities.”
“Now, it’s one of our technology ecosystem’s most critical pieces because it helps us drive every new sale. It also supports all existing clients, helping us plan, communicate, and get authorization for sprint plans.”
“Our close rates have skyrocketed. We’re expanding relationships with existing clients. We simply could not live without the ability to grow faster and healthier, and that’s the capability that PandaDoc has brought our agency.”
The best digital marketing tool for turning your Gmail account into a personal CRM is Right Inbox.
“Right Inbox’s email reminder feature saves me time by sending me an email reminding me who I need to follow-up with,” says Sujan Patel of Webprofits. “Before, I used to manually add reminders in my Google Calendar to follow up with someone. Now I get an email straight into my account.”
“It allows you to schedule emails to be sent later, set email reminders so you don’t lose track of important conversations, and save yourself some time with the recurring emails feature. It increases my email productivity and saves me several hours a week, which allows me to spend more time on other areas of the agency.”
The best digital marketing software for easily tracking projects for the whole team is Samepage.
“We used multiple tools before we switched to Samepage: Teamwork, Trello, Timefox, Basecamp, Mavenlink, Asana,” says Cody Goolsby of OverGo Studio. “All of these were missing a few elements that we wanted, which is why we kept switching.”
“Sometimes it was because it didn’t have templates. Sometimes it was because we wanted a calendar. Sometimes it was because it didn’t allow repeating tasks. Sometimes it was too complicated. And sometimes it just wasn’t advanced enough.”
“Samepage controls our complete project management. It gives us a clear view of outstanding projects and allows us to organize them in any way we desire. It is also a great place for us to collaborate with team members in the same area.”
“We can create repeating tasks for team members, layout calendar events, store all meeting and client notes, create templates for future tasks, and review project statuses.”
The best digital marketing software for keyword rank tracking is SE Ranking.
“SE Ranking provides all the SEO features we need in one tool, but our absolute favorite is its rank changes tracker,” says Sergey Vakhterov of Artox Media Digital Group. “For tracking rankings, one can set a location, device, and the language of the analysis. This makes the results precise.”
“All the reports are easy to read—the dynamics and changes are visible and clear. Besides, there’s an option of setting a target URL for each keyword, and when another page ranks for it, we get a notification. It’s handy for e-commerce projects that have pages with similar product descriptions.”
“Also, since we are handling lots of projects at the same time, we have to report the results to multiple clients. In SE Ranking, we can automate reporting with a set frequency and data that we want to share, which makes the lives of people in our department much easier.”
Related Article: The 23 Best Keyword Tracking Tools (According to 107 SEOs)
The best digital marketing tool for optimizing content for search is SEMrush.
“SEMrush has an incredible suite of tools for content marketing—while also covering the SEO bases just about as well as Moz,” says Brooks Manley of Engenius.
“It streamlines our content marketing process starting with topic research, keyword research, and competitor research. It helps with outlining, and the Writing Assistant provides insights while writing. Finally, it offers on-page suggestions and link opportunities post-launch.”
The best digital marketing software for TF-IDF optimization is Seobility.
“Seobility’s TF-IDF tool helps our articles rank much higher than with just keyword research alone. We’ve received many contextual phrases and topic ideas which we never would have thought of without Seobility,” says Christian Eilers of Dauntless Jaunter.
The best digital marketing software for customizing email send times is Seventh Sense.
“Using Seventh Sense, we can seamlessly integrate data from HubSpot to improve email engagement rates and marketing automation results, which leads to increased leads and customers for our clients,” says Elyse Flynn Meyer of Prism Global Marketing.
“This is critical because it allows us to continue innovating and driving results for our clients.”
Related Article: The Best Time To Send Email, According to Marketing and Sales Experts
Editor’s note: Seventh Sense users can grab this free Seventh Sense + HubSpot Email Marketing Source dashboard for a shareable, consolidated view of key email marketing performance indicators like opens, deliveries, bounces, leads, and customers.
The best digital marketing software for conducting SEO audits is Sitebulb.
“Sitebulb is a powerful tool for SEO auditing,” says Brogan Renshaw of Firewire Digital. “In my view, it collects and displays more information than any other website crawler available.”
“Reports are presented in an easy-to-understand way that clearly shows not only the issues to tackle but also further opportunities. The final reports are detailed, unique, and insightful for each area of website optimization.”
Related Article: Conduct a DIY Technical SEO Audit with These 17 Questions
The best digital marketing software for running professional, high-quality video calls is Skype.
“Skype (and Slack) help us communicate internally and with clients and prospects,” says Johan Vandecasteele of leadstreet. “It is our main tool for chatting and video. The simplicity of using it is what makes it so good—even if it sometimes drains your internet line.”
The best digital marketing tool for simplifying communications is Slack.
“We started using Slack a few years ago because it was lightweight, had a freemium version, and integrated well across all of our devices,” says Trish Lessard of media junction. “It’s how we communicate now, whether it be with our partners, clients, or internal team members.”
“We have so many integrations that help us automate many tasks. It is a powerful tool that everyone on our team adopted. To me, that’s a win.”
Related Article: 24 Slack Integrations That Teams Can’t Live Without
The best digital marketing tool for complex project management scenarios is Teamwork.
“We used Basecamp 2 before switching to Teamwork,” says Amber Callan of Leap Clixx. “From recurring tasks to reporting features to deadlines, we saw an opportunity to do more with the features and the integrations that Teamwork has.”
“With the complex workings of an agency, we couldn’t live without setting up complex task logic (repeating tasks automatically, assigning multiple people to complete a task, task dependencies), creating milestones for important dates, and time tracking for accurate client billing.”
“In addition to the typical project management features like being able to see which tasks are ahead/behind, keeping all project messages in one place, and organizing all our important documents, Teamwork helps us manage how we’re using other tools and how we’re managing our time for peak performance,” Callan says.
Lloyd Silver of Crush My Market also recommends Teamwork: “We’ve been able to flesh out the processes for each of our deliverables in great detail for the management of our internal team and outsourcers. We rarely send emails as we manage most of our project-specific communication within the platform.”
“Our clients now have increased confidence and a better understanding of everything we do for them,” Silver says.
And the final recommendation for Teamwork came from Chris Vendilli of ProFromGO Internet Marketing who says, “It helps us keep promises to clients and documents where we are winning and losing from an estimation/budgeting standpoint.”
You may be hesitant to remove old technology that your entire agency uses, but keep in mind that the stakes are significant. Client-side marketers feel that technical and data capabilities are two out of the top three areas where digital marketing agencies fall short.
And if you want to ensure a successful rollout of new technology, you may want to try a tool with an Agency Partner Program. These companies have specific staff to help agencies succeed, from co-marketing agreements to sales commissions to implementation training.
Originally published in March 2018, this post has been updated with more than a dozen new tools that marketers and agencies recommend in 2019.
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