Development of CRM for marketers and digital agencies

Marketing is the art of influence, where without a clear structure and analytics, even the most brilliant idea will lead to senseless budget spending. Modern technologies allow marketers not only to create creative and bright campaigns, but also to quickly make decisions based on data, manage budgets and advertising campaigns in real time, and scale successful strategies. That is why a marketing management system at the enterprise and in digital agencies is a must do.

At AVADA MEDIA, you can order the development of a CRM Marketing system and adaptation of existing solutions. Marketing automation with CRM allows you to reduce time on routine processes, optimize advertising budgets, and create effective sales funnels. With us, the implementation and scaling of an online advertising management system is quick and efficient, taking into account the unique business processes of your company.

A marketing automation system helps organize the work of digital agencies and internal marketing departments of companies in such a way as to:

• increase advertising efficiency and conversion, thanks to real-time data analysis, hypothesis testing, and adjusting advertising campaigns based on key indicators;
• synchronize the work of all departments, combining marketing, sales, and service into a single system, ensuring deep analytics and seamless data transfer between departments;
• automate routine processes – for example, targeting, audience segmentation, email mailings, and lead processing, allowing marketers to focus on strategy;
• optimize costs, thanks to analysis of the profitability of advertising channels and reallocation of budgets to the most profitable areas;
• simplify the reporting system – with a custom CRM, a marketer can collect all analytics in one place, visualize data in dashboards, predict campaign results, and make informed decisions;
• ensure omnichannel by managing marketing campaigns in different channels (social networks, e-mail, messengers, contextual advertising) within a single interface, while effectively interacting with customers;
• improve service – automate work with leads, personalize advertising campaigns and speed up request processing;
• scale business – an individual marketing program flexibly adapts to the growing volume of data, new advertising channels and market conditions.

Not only advertising agencies need automated marketing management, CRM is relevant for a wide variety of business areas where they strive to effectively manage advertising and improve interaction with customers.

• Advertising agencies implement programs for Internet marketing to automate communication with customers, manage projects and multi-channel campaigns, collect data for analytics and forecasting.
• Internal departments of large companies use CRM technologies in marketing to optimize advertising budgets, analytics, and integration with various promotion channels.
• CRM for Internet marketing helps e-commerce companies better interact with the audience, segment it, personalize offers, and automate email marketing.
• For enterprises in the service sector (healthcare, education, telecommunications, tourism), the advertising management system provides control of interactions with customers, automation of mailings, management of loyalty programs, and analysis of customer behavior and needs.
• Financial and insurance companies – CRM system for marketing automates lead generation, increases sales, creating the most personalized offers for customers.
• Industrial companies use CRM marketing to forecast demand and automate marketing strategies for B2B.

Custom CRM for marketing should go far beyond the basic functionality and cover the entire marketing cycle: from campaign planning to results analysis. Let’s consider the key functions of an individual marketing program that allow marketers to act faster, more accurately and more effectively.

CRM integration with internal and external services

Individual development of a CRM system for marketing provides wide integration opportunities. This allows you to minimize manual labor and errors during data transfer and significantly speed up decision-making. A custom management system for a marketer can be synchronized with the company’s existing ERP, accounting and other business programs to create a single information space and provide centralized management of all marketing activities.

• Advertising platforms.

Seamless integration with Google Ads, Facebook Ads, TikTok Ads, Instagram, LinkedIn and other advertising networks allows you to centrally manage campaigns and receive end-to-end analytics. You can import data on clicks, conversions, and real-time costs, conduct A/B tests, launch campaigns, and control your budget all within one program.

• Email marketing services.

Integration with Mailchimp, SendPulse, SendGrid, ActiveCampaign, and other services provides effective email management, automatic segmentation, trigger chain setup, and conversion/click tracking.

• Analytical tools.

Integration of the management system with Google Analytics, Power BI, Tableau, and other platforms allows marketers to obtain data on user behavior and the effectiveness of marketing activities. With this program, you can build reports based on custom metrics, such as cost per lead broken down by geo, category, and device.

• Social networks.

Thanks to integration with Facebook, Instagram, Twitter, LinkedIn, and other social networks, marketers can conveniently manage posts, monitor mentions, and comments.

• Messengers.

Synchronization with popular messengers (Telegram, Viber, WhatsApp) automates communication with customers and allows you to provide prompt support.

• IP telephony.

Connecting to an IP telephony system allows you to track customer calls, record conversations, and analyze their effectiveness.

Dashboards and reports

Standard reports are not suitable for everyone: some work on ROAS metrics, others on CPL, and still others on LTV and CAC. To make informed decisions and optimize strategies, individual CRM for marketing allows you to create flexible dashboards and reports tailored to specific business tasks:

• display key performance indicators in real time: lead cost, bounce rate, average request processing time, channel profitability, etc.;
• divide access to analytics by roles: for the manager – strategic summary, for the targetologist – creative effectiveness, for the content manager – social media engagement;
• build models based on historical data that help predict demand, customer behavior, or the prospects of an advertising channel.

Sales funnel automation

Marketing is not only about generating leads, but also about supporting the customer from the first click to the repeat purchase. Your own CRM system for advertising and marketing allows you to build automated sales funnels, where each step is carefully thought out:

• traffic source tracking and dynamic customer segmentation;
• automatic actions based on triggers: email newsletters, setting tasks for managers, reminders in messengers, discount offers;
• integration with chatbots and online consultants so as not to miss a single request.

Flexible settings for business specifics

One of the main reasons to order CRM development for marketing and advertising from scratch is the ability to take into account all the features of your business and marketing. For example:

• a real estate agency will need integration with object catalogs and automatic generation of ads;
• a SaaS product will need advanced work with subscriptions, trigger messages, and work with retention metrics;
• for an online store in CRM, individual scenarios of automatic funnels are required depending on the product category and customer behavior;
• for a marketing agency – individual project management panels, task distribution between designers, copywriters, targetologists and managers; automatic generation of KPIs for each project; linking the results of advertising campaigns to specific specialists; invoicing customers through integration with financial modules; generation of visual reports for customers in one click.

Data-Driven Marketing

Modern marketing is impossible without structured data. CRM systems for marketing can have powerful analytical functionality that makes it possible to implement the Data-Driven approach in practice:

• collect data from all points of interaction: websites, landing pages, social networks, email, offline;
• form a single knowledge base about the customer;
• determine the most effective channels, messages and offers;
• test and scale hypotheses.

A single control center

A CRM system for marketing can become not only a data repository, but also a center for coordinating the work of the entire team. This is especially important for agencies and internal departments where copywriters, designers, targetologists and managers work on projects simultaneously.

With a CRM system, a marketer can:

• automatically set tasks for certain events – for example, when receiving a new lead, launching an advertisement, needing to update creative;
• use visual boards (kanban, Gantt charts) for convenient planning;
• conduct discussions, assign responsibilities and monitor implementation – without switching to third-party trackers;
• track deadlines, progress and employee workload.

Content and creative management

Content is the basis of most marketing strategies. And here CRM can take control of the entire life cycle of promotional material – from setting a task to analyzing its effectiveness. As part of content management, CRM can perform the following functions:

• centralized storage of banners, texts and videos with tags, categories and versioning;
• maintaining a content calendar for planning publications on social networks, blogs, email newsletters;
• linking creatives to campaigns with subsequent analysis of clicks, engagement and conversions.
• Budget management and media planning

A CRM system for marketing helps track budgets, control costs and increase the effectiveness of investments. With an individual program, a marketer receives:

• planning costs by channels, projects and time periods;
• automatic calculation of key metrics: CPL, CPA, ROAS, ROI;
• visual dashboards broken down by sources, directions and periods;
• notifications in case of exceeding the budget or decreasing performance indicators.

Personalization of the customer experience

Modern marketing is no longer possible without personalization. In CRM, you can adapt each action to a specific client:

• form personalized offers and trigger scenarios based on the client’s behavioral profile;
• send messages (email, messengers) taking into account actions, interests and purchase history;
• automatically change content on the site or landing page depending on the traffic source, geography and segment.

Lead generation and partner channel management

CRM can centralize all lead generation channels, including capture forms, quizzes, advertising platforms and partner networks. The functionality includes:

• automatic import of applications from sites, quizzes, landing pages, messengers and call centers;
• distribution of leads by sources, regions, interest categories;
• tracking the effectiveness of partner channels and CPA platforms in a single report;
• automation of payments to partners and setting up commission accrual rules.

Automation of an advertising agency and marketing department will become a powerful engine for business growth and development. Let’s take a closer look at the benefits that a marketer gets from CRM.

Centralized data storage and management

CRM in marketing combines all customer data, advertising campaigns, analytics, and reports in one place, simplifying decision-making and ensuring transparency of processes.

Creating a single information space

CRM Marketing system provides access to up-to-date and reliable information, combining data from different sources into one system. Integration with advertising platforms (Google Ads, Facebook Ads, Instagram, TikTok, email services) allows you to manage all advertising campaigns through a single interface.

Analytics and forecasting

Marketing automation software collects and analyzes data on customer interactions, advertising effectiveness, and behavioral factors, helping to predict future trends and adjust marketing strategies.

Process automation

CRM for advertising agencies automates routine tasks: audience segmentation, trigger mailings, retargeting, managing advertising budgets and multi-channel advertising campaigns.

Personalization

A CRM system in marketing makes it possible to track each stage of interaction with a client – from the first contact to repeat purchases and recommendations. Thanks to segmentation and AI-analytics, the program helps to form personalized offers, significantly increasing audience engagement and conversion.

Optimization of advertising budgets

CPM in advertising helps to analyze the effectiveness of various channels, allowing you to rationally allocate the budget in favor of profitable strategies.

End-to-end analytics

By receiving data from all advertising channels (contextual advertising, social networks, email mailings, offline advertising), CRM for an Internet marketing agency provides a comprehensive analysis of campaign results as a basis for making informed decisions.

Improved service

CRM systems in marketing and advertising help to track the full history of interactions with customers, better understand the needs of your audience, process requests in a timely manner, effectively retain customers by creating individual loyalty programs and strengthening relationships.

Scalability and flexibility

Individual development of CRM for marketing and advertising makes it possible to adapt it to changes in business processes and marketing strategies or to scale it.

Data control and security

Marketing automation with CRM provides protection against data leakage and unauthorized access using modern security and privacy technologies.

Analysis and definition of goals

Before developing a CRM for a marketing agency or department, analysts study the client’s business processes, determine the needs and goals of advertising automation. Analyze tools for communicating with customers, managing advertising campaigns and analytical data.

Technical specifications

The technical specifications describe in detail the functional and non-functional requirements for CRM for marketing and advertising: modules, integrations, visual style, security and performance.

Design and prototyping

Create the application architecture, develop the database structure and interfaces. Using tools such as Moqups, Figma or Adobe XD, prototypes are created to visualize work scenarios. It is important that the management is intuitive and accessible.

UX/UI design development

At this stage, designers develop an attractive and user-friendly CPM design for an advertising agency that provides quick access to key functions, matches the company’s visual style, and adapts to different screen sizes and devices.

Application development

Programmers create code consisting of frontend and backend parts, configure integrations with external platforms. For the frontend, React or Vue.js is used, which allow you to create dynamic and easily scalable interfaces. For the backend, technologies such as Node.js, Python or PHP and PostgreSQL or MySQL databases are used. It is important to create clean code, ensuring high performance and scalability of the system.

Testing

QA testers comprehensively check the system’s performance and compliance with customer requirements. They conduct functional, integration and load testing, as well as usability assessment. Before launching, it is important to make sure that all functions work stably and correctly.

Release and implementation

After successful testing, the management system is deployed on the client’s server or in cloud storage. At this stage, a smooth transition to the new application is ensured with minimal risks and downtime for current processes. It is imperative to train employees to work effectively with the application.

Project Support and Development

To quickly resolve the main problems in CRM marketing, after launch, technical support of the system, monitoring of performance, implementation of new features, updates are required. The program grows in parallel with changing business needs and market conditions.

If you need marketing automation, you can order CRM for a digital agency or marketing department from AVADA MEDIA. You will receive an individual solution tailored to your business goals, with flexible settings for managing advertising campaigns, leads and analytics. Our specialists create CRMs for advertising production that help achieve high payback and integrate with leading advertising platforms. Experienced specialists work on projects, creating reliable, convenient and scalable tools that can adapt to market dynamics and manage budgets competently.