Are you looking for a CRM to manage sales in a marketing agency? Find out how Livespace can help you!
Join the group of satisfied customers
Monitoring the sales process on the B2B market is much more demanding than on the B2C market. The sale of professional services to companies is a complex, time-consuming and non-linear process, which should be measured using tools tailored to its specific needs. In Livespace, you can define very precisely what the sales process should look like for your business, and then monitor which steps are actually necessary to win the sales opportunity. Unlike most of the solutions available on the market, Livespace understands that the B2B sales process is not linear – its order often depends much more on the customer than the seller, and proper monitoring must take this into account.
Livespace fits in perfectly with the needs of a marketing agency, allowing you to analyze the value of a sales opportunity in many ways that you won't find anywhere else:
Acquiring new clients in the marketing industry is a long and time-consuming process. At the same time, the provision of substantive services requires well-prepared account managers whose time is valuable. That is why it is so important to automate repetitive activities that take time.
By selling services, you are actually selling a promise that the project entrusted to you will be carried out at a high level. You often have only two elements to support it until you start working – the portfolio and the quality of service. Although we cannot help with the first of them, we can certainly deal with the second one! Thanks to Livespace you can effectively improve the quality of service by standardizing the processes that are part of it. Meeting with the client requires an email with a thank you after the meeting and notes? Define an agreed, thank you template and a ready-made document pattern with the note after the meeting in Livespace. Promote the best practices in the team, and your clients will appreciate that they are served at a high level.
Yes. You can assign deals to owners, split the process into stages, and track the whole team's work in a single view.
Yes. Reports show the effectiveness of stages and sources, so you know where to focus your sales efforts.
Yes. You get a 14-day free trial, during which you can configure the process for your agency.
Book a demo and see Livespace in action with a marketing agency example.
Sales process
Email and communications
Custom reports
Customer segmentation
Contact management
Renewable energy
Automotive
Marketing agencies
IT & software houses
