3 Rules of Productive Agencies and How Tech Helps You Not to Break Them

March 24, 2015
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As your competitors will offer similar services to the public and employ agents with similar talents, you have to find another way to stand out from the pack. Harnessing the power of technology to increase the efficiency productivity of your team might be just the way to go.

The 3 Rules of Productive, Efficient and Successful Agencies

Rule 1: Share Your Documents

This is the most important rule for productive agencies. Nothing as annoying as having a client on the phone who needs information that is only stored on the hard disk of your colleague’s laptop, especially when your colleague is sipping cocktails on a tropical beach.

Apps to consider: Dropbox, Box, Google Drive

Rule 2: Never, Ever, Ever Drop a Lead. Ever.

Agencies have people on the road. Working in other offices, at other companies even. People work from home, people work from their cars, heck they even work from the side of the baseball field when their kids have practice. Productive agencies make sure that these people have a good system where they can keep track of every potential customer they meet and of every action another member of your agency takes on the lead.

Apps to consider: Salesforce.com or an alternative SaaS CRM, for a list of suggestions check out this post: 7 CRM Alternatives That Won’t Break the Bank

Rule 3: My Contacts are Your Contacts, Even When I’m Away

Contacts are the lifeblood of any agency. Be it a list of potential home buyers for a real estate agent, a list of journalists and bloggers for a PR agency or a calling list for a survey agency: the information needs to be up-to-date and shared with everybody concerned at all times. The information is usually in your CRM, but not all CRM’s can easily be accessed on mobile.

Apps to consider: Google Contacts for access to your contacts on mobile, which, if you use it with an app like PieSync, will automatically be synced with your CRM.

Try PieSync Productive Agency

Written by Mattias Puttman