{"id":5176,"date":"2023-09-05T16:17:02","date_gmt":"2023-09-05T16:17:02","guid":{"rendered":"https:\/\/resourceguruapp.com\/blog\/?p=5176"},"modified":"2024-06-19T12:35:23","modified_gmt":"2024-06-19T12:35:23","slug":"agency-tech-stack","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-tech-stack","title":{"rendered":"Agency tech stack: 48 solutions to supercharge your teams"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Building your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\"> isn\u2019t easy. You have to think about the usability and adoption for both your team and your clients. Between personal preferences and processes, it will seem impossible to please everyone.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With that said, we\u2019re here to make things a little bit easier.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You might be here because you\u2019ve just joined an agency and inherited a lot of tech debt, you\u2019re looking to optimize your existing tech stack, or you might be building one from scratch.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whatever the case, this article should help you move forward and make informed decisions about what your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\"> should really look like.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-tech-stack\/#11-things-to-consider-when-building-your-agency-tech-stack\" >11 things to consider when building your agency tech stack<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-tech-stack\/#3-key-components-of-your-agency-tech-stack\" >3 key components of your agency tech stack<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-tech-stack\/#Why-getting-your-tech-stack-right-is-so-important\" >Why getting your tech stack right is so important<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-tech-stack\/#The-must-have-categories-of-a-modern-agency-tech-stack\" >The must-have categories of a modern agency tech stack<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-tech-stack\/#17-other-solutions-to-consider-for-your-agency-tech-stack\" >17 other solutions to consider for your agency tech stack<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-tech-stack\/#Building-an-efficient-agency-tech-stack\" >Building an efficient agency tech stack<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"11-things-to-consider-when-building-your-agency-tech-stack\"><\/span><span style=\"font-weight: 400;\">11 things to consider when building your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Your tech stack isn\u2019t just there to enable teams to do their jobs better and help clients see the results\u2014it\u2019s the backbone of <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-operations\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">agency operations<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So whether you\u2019re evaluating your current agency tech stack, or building one from the ground up, here\u2019s what to keep in mind:<\/span><\/p>\n<p><b>1. Business strategy:<\/b><span style=\"font-weight: 400;\"> Your tech stack should support your agency objectives and long-term growth plan. For example, if your plan includes hiring a sales team, you\u2019ll want to consider how the tech you choose now will benefit them later.<\/span><\/p>\n<p><b>2. Client needs:<\/b><span style=\"font-weight: 400;\"> Your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\"> should be flexible enough to accommodate client demands. For example, your <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-project-management-process\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">project management processes<\/span><\/a><span style=\"font-weight: 400;\"> might vary depending on the client and the project, and so might your <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-project-management-software\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">project management software<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><b>3. Ownership: <\/b><span style=\"font-weight: 400;\">Who\u2019s in charge of your tech stack? Perhaps it\u2019s the CTO, Head of Technology, or even Head of Project Management? It depends on the size of your agency. Regardless, your tech stack needs a gatekeeper that prevents decisions from being made in silos or investing in tech you don\u2019t need.<\/span><\/p>\n<p><b>4. Scalability: <\/b><span style=\"font-weight: 400;\">When building your agency tech stack, you need to think about scalability from day one. That means it should be able to handle increased workloads and an expanding customer base. Because the right tech stack will support <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/how-to-scale-an-agency\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">scaling your agency<\/span><\/a><span style=\"font-weight: 400;\">, while the wrong one will hold your business back.<\/span><\/p>\n<p><b>5. User experience: <\/b><span style=\"font-weight: 400;\">A user-friendly tech stack will lead to faster adoption and <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/productivity-is-personal\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">increased productivity<\/span><\/a><span style=\"font-weight: 400;\"> for your team. <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-interview-mrm\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Shantal Gonzalez<\/span><\/a><span style=\"font-weight: 400;\">, former Director of Project Management at MRM looks for tools that are \u201cuser-friendly\u201d but also fun to use, because \u201cproject managers spend most of their day updating these tools. So, I want to enjoy the tool that I\u2019m using.\u201d<\/span><\/p>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-interview-mrm?utm_source=block&amp;utm_medium=banner&amp;utm_campaign=agency+blogs\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5223 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Shantal-interview-CTA-943x242.jpg\" alt=\"Discover what agency PM Director Shantal Gonzalez learned about work-life balance.\" width=\"943\" height=\"242\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Shantal-interview-CTA-943x242.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Shantal-interview-CTA-1042x268.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Shantal-interview-CTA-1536x395.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Shantal-interview-CTA.jpg 1836w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/a><\/p>\n<p><b>6. Collaboration:<\/b><span style=\"font-weight: 400;\"> You want to build an agency tech stack that facilitates <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-collaboration\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">collaboration<\/span><\/a><span style=\"font-weight: 400;\"> and allows your <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-team-roles-and-responsibilities\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">project teams<\/span><\/a><span style=\"font-weight: 400;\"> to work in a way that suits them. Your tech stack shouldn\u2019t operate in siloed workflows, but facilitate collaboration across teams and the whole agency (if needed).<\/span><\/p>\n<p><b>7. Customer support: <\/b><span style=\"font-weight: 400;\">Evaluate the quality of customer support provided by vendors and their track record of updates and improvements. If you\u2019re on a tight deadline and run into an issue, you\u2019ll want customer support to be quick and accessible.<\/span><\/p>\n<p><b>8. Analytics and reporting: <\/b><span style=\"font-weight: 400;\">Keeping track of project KPIs and making sure you\u2019re tracking well against the <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/what-is-project-scope\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">project scope<\/span><\/a><span style=\"font-weight: 400;\"> is essential. But analytics is not just for internal use, you\u2019ll want to share reporting dashboards with your clients to demonstrate value and discuss progress.<\/span><\/p>\n<p><b>9. Security and compliance:<\/b><span style=\"font-weight: 400;\"> Security is critical when handling client data, especially if you\u2019re an agency specializing in the financial sector or healthcare. Verify that the technology you use adheres to industry-standard security practices and complies with relevant regulations.<\/span><\/p>\n<p><b>10. Performance and speed: <\/b><span style=\"font-weight: 400;\">There\u2019s no time for downtime. Your tech stack should be reliable when it comes to performance and speed\u2014it can\u2019t fail you on pitch day or at launch. Worst case scenario? It can cost you new business.<\/span><\/p>\n<p><b>11. Cost and ROI: <\/b><span style=\"font-weight: 400;\">Consider the cost of each solution and its overall value to your agency. Strike a balance between features, functionality, and affordability. At the end of the day, if your tech stack doesn\u2019t enable teams to work better and deliver value for your clients, it has failed.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"3-key-components-of-your-agency-tech-stack\"><\/span><span style=\"font-weight: 400;\">3 key components of your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">When we say \u201ccomponents\u201d we don\u2019t mean features (we\u2019ll get to these later). Rather, we\u2019re talking about what makes for the actual building blocks of a healthy <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\"> in the long run.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are three components you shouldn\u2019t ignore:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Real-time customer insights:<\/b><span style=\"font-weight: 400;\"> The agency world is fast-paced, and sometimes, you need to turn on a dime. This means you need actionable data right at your fingertips. <\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Putting the end user first:<\/b><span style=\"font-weight: 400;\"> Your tech stack won\u2019t do you any good if no one wants to use the platforms you\u2019ve chosen. Always keep the end-user top of mind when designing your tech stack.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Flexibility: <\/b><span style=\"font-weight: 400;\">The technology you choose to make up your tech stack should be flexible enough to accommodate changes in your agency&#8217;s processes and <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-workflow\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">workflows<\/span><\/a><span style=\"font-weight: 400;\">. Avoid rigid solutions that hinder adaptability.<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Why-getting-your-tech-stack-right-is-so-important\"><\/span><span style=\"font-weight: 400;\">Why getting your tech stack right is so important<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Ever heard the term \u201ctech stack sprawl\u201d? It\u2019s what happens when you don\u2019t have a tech stack strategy and end up with a bunch of different solutions to solve the same problem.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not ideal, right?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But when teams make rushed (and siloed) decisions around technology, this is what happens. In the end, you\u2019ll have a lot of tech debt, high costs, and less productive teams.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ultimately, if you don\u2019t plan your tech stack well, you&#8217;ll end up paying for a lot of tech you don\u2019t need that is interfering with your workflows, rather than enabling them.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"The-must-have-categories-of-a-modern-agency-tech-stack\"><\/span><span style=\"font-weight: 400;\">The must-have categories of a modern <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There are some solutions the modern agency can\u2019t do without. To improve <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-efficiency\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">agency efficiency<\/span><\/a><span style=\"font-weight: 400;\">, your agency needs to understand, manage, and optimize a lot of <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-process\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">agency processes<\/span><\/a><span style=\"font-weight: 400;\"> to make sure things run smoothly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But it\u2019s easy to go tool crazy and get blinded by all the lofty promises from tech companies. What it comes down to is investing in the right technology that will <\/span><span style=\"font-weight: 400;\">enable your agency to grow<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here, we list the tech you should consider. Buckle up!<\/span><\/p>\n<h3><b>1. Resource management: <\/b><span style=\"font-weight: 400;\">Manage allocation, scheduling, time tracking, and reporting<\/span><\/h3>\n<div id=\"attachment_3307\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-3307\" class=\"size-medium wp-image-3307\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/team-schedule-birds-eye-view-943x531.jpg\" alt=\"Resource Guru's schedule view at a glance, complete with resources, projects they're working on, and their availability\" width=\"943\" height=\"531\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/team-schedule-birds-eye-view-943x531.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/team-schedule-birds-eye-view-1042x586.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/team-schedule-birds-eye-view-1536x864.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/team-schedule-birds-eye-view.jpg 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/team-schedule-birds-eye-view-943x531@2x.jpg.webp 1886w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-3307\" class=\"wp-caption-text\"><i><span style=\"font-weight: 400;\">An overview of team availability and capacity in Resource Guru.<\/span><\/i><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Capacity planning, <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/resource-allocation-guide\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">allocation<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/resource-scheduling-plan-barriers\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">scheduling<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/5-tips-for-resource-forecasting-in-project-management\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">forecasting<\/span><\/a><span style=\"font-weight: 400;\">, and <a href=\"https:\/\/resourceguruapp.com\/features\/timesheets\">time tracking<\/a> are essential parts of operating an agency. But it doesn\u2019t have to be complex.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your <\/span><a href=\"https:\/\/resourceguruapp.com\/industries\/agencies\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">resource management software<\/span><\/a><span style=\"font-weight: 400;\"> should help you assign people to projects, shift things around when needed, and plan ahead without making your head spin. After all, if you can\u2019t assign the right people, with the right skills, to the right projects (and accounts), where does it leave you? <a href=\"https:\/\/resourceguruapp.com\/blog\/time-management\/resource-management-time-tracking\">Resource management and time tracking<\/a> go hand in hand, so you&#8217;ll want to make sure your software can do both.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Capacity planning \u2192 Use <\/span><a href=\"https:\/\/resourceguruapp.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Resource Guru<\/span><\/a><span style=\"font-weight: 400;\"> to get a birds-eye view of team capacity in seconds along with all your other resource management needs, including the rest of the features listed below<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Resource allocation \u2192 Find the right people for your projects with <\/span><a href=\"https:\/\/www.float.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Float<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Resource scheduling \u2192 Look into <\/span><a href=\"https:\/\/www.synergist.co.uk\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Synergist<\/span><\/a><span style=\"font-weight: 400;\"> for simple team scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Resource forecasting \u2192 Forecast team capacity with confidence in <\/span><a href=\"https:\/\/www.forecast.app\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Forecast<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Resource utilization \u2192 Optimize utilization rates with <\/span><a href=\"https:\/\/hubplanner.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Hub Planner<\/span><\/a><\/li>\n<\/ul>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-tools#Best-agency-tools-for-resource-management\" target=\"_blank\" rel=\"noopener\"><b>Compare Resource Guru and Float<\/b><\/a> <span style=\"font-weight: 400;\">to understand which one is a better fit for your agency workflows.<\/span><\/p>\n<h3><b>2. Project management: <\/b><span style=\"font-weight: 400;\">Keep track of tasks, teams, and project progress<\/span><\/h3>\n<div id=\"attachment_5230\" style=\"width: 1310px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5230\" class=\"wp-image-5230 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/asana-project-timelines.webp\" alt=\"Project timeline in Asana's project management software.\" width=\"1300\" height=\"728\" \/><p id=\"caption-attachment-5230\" class=\"wp-caption-text\"><em>Create project dependencies in Asana.<\/em><\/p><\/div>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-project-management\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Project management<\/span><\/a><span style=\"font-weight: 400;\">\u2014alongside resource management\u2014is what paves the way for <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/drive-project-success\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">project success<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once you and the client have agreed on the project scope (and how to avoid <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/scope-creep\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">scope creep<\/span><\/a><span style=\"font-weight: 400;\">), it\u2019s time to break down the project into tasks and project milestones to make sure deadlines are met.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Task management \u2192 Try <\/span><a href=\"https:\/\/basecamp.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Basecamp<\/span><\/a><span style=\"font-weight: 400;\"> for straightforward task management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Workflow management \u2192 Streamline all your workflows with <\/span><a href=\"https:\/\/www.wrike.com\/ab\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Wrike<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project intake and approvals \u2192 Use <\/span><a href=\"https:\/\/monday.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">monday.com<\/span><\/a><span style=\"font-weight: 400;\"> to manage project details<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project plan templates \u2192 Create structured project plans in <\/span><a href=\"https:\/\/www.teamwork.com\/templates\/project-management\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Teamwork<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project timelines \u2192 Never miss a project milestone with <\/span><a href=\"https:\/\/asana.com\/features\/project-management\/project-views\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Asana<\/span><\/a><\/li>\n<\/ul>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-tools#Agency-project-management-tools\" target=\"_blank\" rel=\"noopener\"><b>Take a closer look at Asana and monday.com<\/b><\/a><span style=\"font-weight: 400;\"> to see which one is a better fit for your agency.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\"><strong>3. Time tracking:<\/strong> Stay on top of timesheets and increase billable hours<\/span><\/h3>\n<div id=\"attachment_6211\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-6211\" class=\"wp-image-6211 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/03\/timesheets-remove-and-add-entries-943x571.gif\" alt=\"Removing suggested timesheet entries and adding entries manually\" width=\"943\" height=\"571\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/03\/timesheets-remove-and-add-entries-943x571.gif 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/03\/timesheets-remove-and-add-entries-1042x631.gif 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/03\/timesheets-remove-and-add-entries-310x188.gif 310w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-6211\" class=\"wp-caption-text\">Overview of weekly timesheets in Resource Guru.<\/p><\/div>\n<p><span style=\"font-weight: 400;\">Every agency and project team needs a way to break down the amount of time they spend across projects and clients. Time-tracking solutions will help you capture hours against projects, tasks, and locations based on agency and client needs. <\/span><span style=\"font-weight: 400;\">Timesheets is one of the most established ways to carry out time tracking. Nobody wants to do their timesheets, but they definitely won\u2019t do them if they come in the form of a spreadsheet. So invest in a tool that makes timesheet completion and submission easy.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pre-filled timesheet entries \u2192 Join <a href=\"https:\/\/resourceguruapp.com\/features\/timesheets\">Resource Guru<\/a> for increased accuracy and a higher submission rate<\/span><\/li>\n<li aria-level=\"1\">Time tracker <span style=\"font-weight: 400;\">\u2192<\/span> Try <a href=\"https:\/\/toggl.com\/\">Toggl<\/a> for a detailed breakdown<\/li>\n<li aria-level=\"1\">Dynamic billing rates <span style=\"font-weight: 400;\">\u2192<\/span> Count every dollar with <a href=\"https:\/\/www.clicktime.com\/time-tracking-software\/billable-hours\">ClickTime<\/a><\/li>\n<li aria-level=\"1\">Attendance tracking <span style=\"font-weight: 400;\">\u2192<\/span> Go from old school to online with <a href=\"https:\/\/buddypunch.com\/\">Buddy Punch<\/a><\/li>\n<li aria-level=\"1\">Mobile app <span style=\"font-weight: 400;\">\u2192<\/span> Get on-the-go access with <a href=\"https:\/\/www.getharvest.com\/harvest-time-tracking\">Harvest<\/a><\/li>\n<\/ul>\n<p><a href=\"https:\/\/bit.ly\/3JahPIJ\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-6240\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/03\/Timesheets-CTA-V3-Project-profitability-943x242.jpg\" alt=\"Click through to learn more about Resource Guru's Timesheets\" width=\"943\" height=\"242\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/03\/Timesheets-CTA-V3-Project-profitability-943x242.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/03\/Timesheets-CTA-V3-Project-profitability-1042x268.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/03\/Timesheets-CTA-V3-Project-profitability-1536x395.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/03\/Timesheets-CTA-V3-Project-profitability-310x80.jpg 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/03\/Timesheets-CTA-V3-Project-profitability.jpg 1836w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/a><\/p>\n<h3><b>4. Agency management: <\/b><span style=\"font-weight: 400;\">Understand, evaluate, and drive growth<\/span><\/h3>\n<div id=\"attachment_5232\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5232\" class=\"size-medium wp-image-5232\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Scoro-KPI-Dashboard-4-943x595.png\" alt=\"Dashboard view in agency management solution Scoro.\" width=\"943\" height=\"595\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Scoro-KPI-Dashboard-4-943x595.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Scoro-KPI-Dashboard-4-1042x658.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Scoro-KPI-Dashboard-4-1536x970.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Scoro-KPI-Dashboard-4-2048x1293.png 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Scoro-KPI-Dashboard-4-943x595@2x.png.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Scoro-KPI-Dashboard-4-1042x658@2x.png.webp 2084w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5232\" class=\"wp-caption-text\"><em>Dashboard view in Scoro.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Managing an agency is no easy feat (no matter the size). There are a lot of plates to spin, from client management and <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/workload-planning-guide\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">workload planning<\/span><\/a><span style=\"font-weight: 400;\"> to project overviews, project teams, profitability, and so much more.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s why platforms that try to do end-to-end management have emerged in recent years. The goal? Simplifying operations and boosting the bottom line.<\/span><\/p>\n<p><b>Look out for features like:<\/b><b><br \/>\n<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Budgeting \u2192 Stay on top of your money with <\/span><a href=\"https:\/\/productive.io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Productive<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Workload management \u2192 Cover it all with <\/span><a href=\"https:\/\/www.screendragon.com\/solutions\/agency-management-software\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Screendragon<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reporting \u2192 Dig into profitability with <\/span><a href=\"https:\/\/www.accelo.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Accelo<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Client management \u2192 Collaborate with clients in <\/span><a href=\"https:\/\/www.holabrief.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Hola<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Finance management \u2192 Try <\/span><a href=\"https:\/\/www.scoro.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Scoro\u2019s<\/span><\/a><span style=\"font-weight: 400;\"> comprehensive platform<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-tools#Agency-management-tools\" target=\"_blank\" rel=\"noopener\"><b>Get to know Scoro and Productive better<\/b><\/a><\/p>\n<h3><b>5. SEO: <\/b><span style=\"font-weight: 400;\">Create SEO-led content, conduct technical and UX site audits, execute backlinking campaigns<\/span><\/h3>\n<div id=\"attachment_5233\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5233\" class=\"size-medium wp-image-5233\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/2020-07-28_15-48-13-2-943x342.gif\" alt=\"Tracking keywords in Moz.\" width=\"943\" height=\"342\" \/><p id=\"caption-attachment-5233\" class=\"wp-caption-text\"><em>Tracking keywords in Moz.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">SEO should be a part of any integrated marketing or advertising campaign, meaning, it should make up an obvious part of your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While both ranking factors and the way people search have changed (and will keep changing) over the years, your SEO solutions will guide you.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Rank tracking \u2192 Keep a close eye on the SERPs with <\/span><a href=\"https:\/\/moz.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Moz<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Keyword research \u2192 Discover all your keyword variations in <\/span><a href=\"https:\/\/www.semrush.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">SEMrush<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Outreach\/ link building\/link tracking \u2192 Stay on top of all your links in <\/span><a href=\"https:\/\/www.gorkana.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Gorkana<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Technical and UX SEO \u2192 Run complete audits using <\/span><a href=\"https:\/\/www.screamingfrog.co.uk\/seo-spider\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Screaming Frog<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Content optimization \u2192 Get more out of your content with <\/span><a href=\"https:\/\/www.clearscope.io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Clearscope<\/span><\/a><\/li>\n<\/ul>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-tools#Agency-SEO-tools\" target=\"_blank\" rel=\"noopener\"><b>Take a closer look at Moz and Semrush<\/b><\/a><span style=\"font-weight: 400;\"> to understand exactly how they\u2019ll fit into your tech stack.<\/span><\/p>\n<h3><b>6. Website CMS:<\/b><span style=\"font-weight: 400;\"> Build, design, and optimize your online presence<\/span><\/h3>\n<div id=\"attachment_5234\" style=\"width: 953px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5234\" class=\"wp-image-5234 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/webflow-943x551.png\" alt=\"An interface in CMS solution Webflow\" width=\"943\" height=\"551\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/webflow-943x551.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/webflow-1042x609.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/webflow.png 1500w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5234\" class=\"wp-caption-text\"><em>Getting started in Webflow, a CMS with a focus on visually stunning websites.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">We\u2019re dealing with some<\/span> <a href=\"https:\/\/www.inc.com\/amy-balliett\/do-these-3-things-to-catch-keep-your-consumers-attention.html\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">serious attention deficit<\/span><\/a><span style=\"font-weight: 400;\"> these days, so if your website and all its components (such as landing pages and blogs) don\u2019t measure up\u2014you\u2019ll lose people (and money) fast.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That means you need a CMS (content management system platform) that knows how to handle the pressure of today\u2019s consumers and their content needs.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now, your client already has a website, but perhaps it\u2019s limited in its capabilities, and the campaign you pitched requires a microsite and other web-based assets.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is when you\u2019ll need a CMS that\u2019s up for the task.\u00a0<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Template libraries \u2192 Browse <\/span><a href=\"https:\/\/www.squarespace.com\/templates\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Squarespace<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Dynamic landing pages \u2192 Look into <\/span><a href=\"https:\/\/ghost.org\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Ghost<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Custom search experiences \u2192 Give <\/span><a href=\"https:\/\/webflow.com\/cms\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Webflow<\/span><\/a><span style=\"font-weight: 400;\"> a go\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A\/B testing \u2192 Set up all your tests using <\/span><a href=\"https:\/\/www.optimizely.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Optimizely<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Analytics and performance \u2192 Try <\/span><a href=\"https:\/\/www.hubspot.com\/products\/cms\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">HubSpot<\/span><\/a><span style=\"font-weight: 400;\"> and build custom dashboards<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Client access (where needed) \u2192 Enhance your search functionality with a <\/span><a href=\"https:\/\/wordpress.com\/plugins\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">WordPress plugin<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Developer platform \u2192 Build custom solutions with <\/span><a href=\"https:\/\/www.wix.com\/velo\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Wix<\/span><\/a><\/li>\n<\/ul>\n<h3><b>7. Communication, collaboration, and meetings:<\/b><span style=\"font-weight: 400;\"> Stay connected and align\u00a0<\/span><\/h3>\n<div id=\"attachment_5235\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5235\" class=\"size-medium wp-image-5235\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/hero-full-ui.en-GB@2x-943x607.jpg\" alt=\"Slack's UI on desktop and mobile.\" width=\"943\" height=\"607\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/hero-full-ui.en-GB@2x-943x607.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/hero-full-ui.en-GB@2x-1042x670.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/hero-full-ui.en-GB@2x-1536x988.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/hero-full-ui.en-GB@2x-2048x1318.jpg 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/hero-full-ui.en-GB@2x-943x607@2x.jpg.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/hero-full-ui.en-GB@2x-1042x670@2x.jpg.webp 2084w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5235\" class=\"wp-caption-text\"><em>Slack\u2019s UI on desktop and mobile.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">With the rise of <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/remote-project-management-tech-stack\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">remote work<\/span><\/a><span style=\"font-weight: 400;\"> even in the advertising world, communication platforms have become increasingly important. Put simply, it\u2019s where work happens.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whether it\u2019s about asynchronous <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/whats-my-role\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">collaboration<\/span><\/a><span style=\"font-weight: 400;\"> or real-time meetings to discuss client feedback, communication platforms are a huge part of agency workflows on a day-to-day basis.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Messaging \u2192 Try out <\/span><a href=\"https:\/\/www.microsoft.com\/en-gb\/microsoft-teams\/group-chat-software\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Microsoft Teams<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Voice and video calls \u2192 Jump on a <\/span><a href=\"https:\/\/meet.google.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Google Meet<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Audio recordings and voice notes \u2192 Use <\/span><a href=\"https:\/\/slack.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Slack<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Emojis and reactions \u2192 Give <\/span><a href=\"https:\/\/www.yammer.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Yammer<\/span><\/a><span style=\"font-weight: 400;\"> a go<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Search and history \u2192 Look into <\/span><a href=\"https:\/\/www.atlassian.com\/software\/confluence\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Confluence<\/span><\/a><\/li>\n<\/ul>\n<h3><b>8. Client relationships:<\/b><span style=\"font-weight: 400;\"> Attract, manage, and retain clients<\/span><\/h3>\n<div id=\"attachment_5238\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5238\" class=\"size-medium wp-image-5238\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-03-09-at-9-943x377.webp\" alt=\"Leads database in pipedrive. \" width=\"943\" height=\"377\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-03-09-at-9-943x377.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-03-09-at-9-1042x416.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-03-09-at-9-1536x614.webp 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-03-09-at-9-2048x818.webp 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-03-09-at-9-943x377@2x.webp.webp 1886w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5238\" class=\"wp-caption-text\"><em>Stay on top of contacts in Pipedrive.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">An essential part of your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\">, client relationship solutions will help you understand the sales cycle, onboard customers more effectively, and build better client relationships in the long run.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These platforms should paint a good picture of the customer journey and customer health while helping you understand potential gaps in the <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/client-agency-relationship\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">client-agency relationship<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Client onboarding \u2192 Give <\/span><a href=\"https:\/\/www.rocketlane.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Rocketlane<\/span><\/a><span style=\"font-weight: 400;\"> a go<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customer health scores \u2192 Build stronger relationships with <\/span><a href=\"https:\/\/clay.earth\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Clay<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Account and user management \u2192 Try <\/span><a href=\"https:\/\/www.totango.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Totango<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Client insights \u2192 Connect with your clients in a whole new way with <\/span><a href=\"https:\/\/www.salesforce.com\/uk\/products\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Salesforce<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Client portal \u2192 Create a white-labeled client portal with <\/span><a href=\"https:\/\/www.moxo.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Moxo<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Documentation \u2192 Store all your documents in <\/span><a href=\"https:\/\/www.vitally.io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Vitally<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">List building \u2192 Use <\/span><a href=\"https:\/\/www.pipedrive.com\/en\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Pipedrive<\/span><\/a><span style=\"font-weight: 400;\"> for all your list and segmentation needs\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Meeting scheduling \u2192 Book meetings with ease in <\/span><a href=\"https:\/\/www.zoho.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Zoho<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automation \u2192 Automate everything in <\/span><a href=\"https:\/\/www.close.com\/automation\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Close<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Dashboards and reporting \u2192 Get custom reports with <\/span><a href=\"https:\/\/www.copper.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Copper<\/span><\/a><\/li>\n<\/ul>\n<h3><b>9. Hiring and recruitment: <\/b><span style=\"font-weight: 400;\">Find, attract, and nurture the best talent<\/span><\/h3>\n<div id=\"attachment_5239\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5239\" class=\"size-medium wp-image-5239\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-15.22.33-943x429.png\" alt=\"Search for talent in Working Not Working\" width=\"943\" height=\"429\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-15.22.33-943x429.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-15.22.33-1042x474.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-15.22.33-1536x699.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-15.22.33-2048x931.png 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-15.22.33-943x429@2x.png.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-15.22.33-1042x474@2x.png.webp 2084w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5239\" class=\"wp-caption-text\"><em>Search and filter for talent in Working Not Working.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Every agency needs a recruitment platform to manage potential talent, both full-time and freelance. Hiring means juggling a lot of things at once, so you\u2019ll want a solution that simplifies all that\u2026 juggling.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From talent tracking to hiring and onboarding, you want a solution you can trust\u2014especially if your agency is ramping up for growth.\u00a0<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Find freelancers \u2192 Try <\/span><a href=\"https:\/\/workingnotworking.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Working Not Working<\/span><\/a><span style=\"font-weight: 400;\"> to hire the best creative talent<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Career page builder \u2192 Build a branded career site in no time with <\/span><a href=\"https:\/\/www.talenteria.com\/branded-career-sites\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Talenteria<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Applicant tracking and sourcing \u2192 Try <\/span><a href=\"https:\/\/www.teamtailor.com\/en\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Teamtailor<\/span><\/a><span style=\"font-weight: 400;\"> for automated triggers<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Candidate management \u2192 Stay on top of it all in <\/span><a href=\"https:\/\/www.workable.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Workable<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Analytics \u2192 Visualize progress with <\/span><a href=\"https:\/\/www.lever.co\/lever-trm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Lever<\/span><\/a><\/li>\n<\/ul>\n<h3><b>10. HR and talent: <\/b><span style=\"font-weight: 400;\">Invest in and retain your employees<\/span><\/h3>\n<div id=\"attachment_5240\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5240\" class=\"size-medium wp-image-5240\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/8b154bc4-40c5-4beb-b1fe-943ee73102a2-943x535.png\" alt=\"Employee overview in Personio.\" width=\"943\" height=\"535\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/8b154bc4-40c5-4beb-b1fe-943ee73102a2-943x535.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/8b154bc4-40c5-4beb-b1fe-943ee73102a2-1042x591.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/8b154bc4-40c5-4beb-b1fe-943ee73102a2-1536x872.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/8b154bc4-40c5-4beb-b1fe-943ee73102a2.png 1582w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5240\" class=\"wp-caption-text\"><em>Employee overview in Personio.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">So you\u2019ve managed to attract and hire the best talent out there? Now the fun stuff begins: <\/span><i><span style=\"font-weight: 400;\">trying to keep them around<\/span><\/i><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You\u2019ll want to make sure employees have a clear understanding of career paths and possibilities, access to learning and training opportunities, and last but not least, simply a great personal relationship with your agency.\u00a0<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">On\/off-boarding \u2192 Look at <\/span><a href=\"https:\/\/www.personio.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Personio<\/span><\/a><span style=\"font-weight: 400;\">\u2019s extensive offering<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automated workflows \u2192 Check out <\/span><a href=\"https:\/\/www.peoplehr.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">PeopleHR<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Performance and development \u2192 Dive into <\/span><a href=\"https:\/\/sense.hr\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Sense<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Analytics and reporting \u2192 Look into the people analytics feature in <\/span><a href=\"https:\/\/www.hibob.com\/features\/people-analytics\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">HiBob<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Referral program \u2192 Get higher retention rates with <\/span><a href=\"https:\/\/breezy.hr\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Breezy HR<\/span><\/a><\/li>\n<\/ul>\n<h3><b>11. Marketing<\/b><span style=\"font-weight: 400;\">\u00a0&#8211; Implement, track, and optimize your marketing campaigns<\/span><\/h3>\n<div id=\"attachment_5241\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5241\" class=\"size-medium wp-image-5241\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-08-23-at-11.52.02-943x481.png\" alt=\"Customer journey builder in Mailchimp.\" width=\"943\" height=\"481\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-08-23-at-11.52.02-943x481.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-08-23-at-11.52.02-1042x531.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-08-23-at-11.52.02-1536x783.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-08-23-at-11.52.02-2048x1044.png 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-08-23-at-11.52.02-943x481@2x.png.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-08-23-at-11.52.02-1042x531@2x.png.webp 2084w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5241\" class=\"wp-caption-text\"><em>Customer journey builder in Mailchimp.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Whether you\u2019re a digital marketing agency or a full-service agency, your marketing technology will make up a significant portion of your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now, marketing is a broad category that includes many different subcategories, everything from SEO to paid advertising.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here, we\u2019re talking about full-suite marketing solutions, so if you\u2019re looking for advice on e.g. lead generation or email marketing solutions, keep scrolling to find the good stuff.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Audience management \u2192 <\/span><a href=\"https:\/\/mailchimp.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Mailchimp all-in-one marketing platform<\/span><\/a><\/li>\n<li><span style=\"font-weight: 400;\">Campaign management \u2192<\/span> <span style=\"font-weight: 400;\">Try the<\/span> <a href=\"https:\/\/www.hubspot.com\/products\/marketing\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">HubSpot Marketing Hub<\/span><\/a><span style=\"font-weight: 400;\"> and tie campaigns back to revenue<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Customer journey builder \u2192 Build and orchestrate customer journeys in <\/span><a href=\"https:\/\/www.moengage.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Moengage<\/span><\/a><\/li>\n<li><span style=\"font-weight: 400;\">Automated workflows \u2192 Schedule both tasks and communication with <\/span><a href=\"https:\/\/www.constantcontact.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Constant Contact<\/span><\/a><\/li>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Integration marketplace \u2192 <\/span><a href=\"https:\/\/www.salesforce.com\/uk\/campaign\/sem\/marketing-cloud\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Salesforce Marketing Cloud Suite<\/span><\/a><\/li>\n<\/ul>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-tools#Agency-marketing-tools\" target=\"_blank\" rel=\"noopener\"><b>Get to know Hubspot better<\/b><\/a><\/p>\n<h3><b>12. Paid media<\/b><span style=\"font-weight: 400;\"> &#8211; Manage PPC, paid search, and native ads<\/span><\/h3>\n<div id=\"attachment_5242\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5242\" class=\"size-medium wp-image-5242\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/serpstat-dashboard-943x379.png\" alt=\"Serpstat dashboard showing an overview of Nike.\" width=\"943\" height=\"379\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/serpstat-dashboard-943x379.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/serpstat-dashboard-1042x418.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/serpstat-dashboard-1536x617.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/serpstat-dashboard.png 1888w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/serpstat-dashboard-943x379@2x.png.webp 1886w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5242\" class=\"wp-caption-text\"><em>Serpstat dashboard showing an overview of Nike.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">It\u2019s easy to pour a lot of money into paid media campaigns. But without the right platforms to help you accurately target, analyze, and measure results\u2014all that money will be lost.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If your clients have a paid media budget, they\u2019ll want to know exactly where and how it\u2019s spent, along with the ROI it\u2019s generating. Meaning, you don\u2019t want to compromise on the solutions to help you deliver the best results possible.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Powerful targeting and segmentation \u2192 Checkout <\/span><a href=\"https:\/\/advertising.amazon.com\/adtech-solutions\/amazon-ad-server?ref_=a20m_us_sas_rdrct\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Amazon Ad Server<\/span><\/a><span style=\"font-weight: 400;\"> (previously Sizmek)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ad campaign management \u2192 Try <\/span><a href=\"https:\/\/www.acquisio.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Aquisio<\/span><\/a><span style=\"font-weight: 400;\"> to manage all your paid campaigns<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Paid social \u2192 Improve your messaging with <\/span><a href=\"https:\/\/skai.io\/social\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Skai<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Paid search\/SEM \u2192 Try <\/span><a href=\"https:\/\/serpstat.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Serpstat<\/span><\/a><span style=\"font-weight: 400;\"> for all your PPC and paid search needs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">PPC (pay per click) \u2192 Take control of your campaigns with award-winning <\/span><a href=\"https:\/\/www.optmyzr.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Optmyzr\u00a0<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Bid management \u2192 Manage your bids in <\/span><a href=\"https:\/\/adalysis.com\/features\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Adalysis<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Display ads \u2192 Deliver effective display ads with <\/span><a href=\"https:\/\/www.eskimi.com\/display\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Eskimi<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Native ads \u2192 Supercharge your native ads with <\/span><a href=\"https:\/\/www.outbrain.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Outbrain<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Media planning and buying \u2192 <\/span><a href=\"https:\/\/www.bionic-ads.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Bionic<\/span><\/a><span style=\"font-weight: 400;\"> focuses specifically on agencies<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Competitive analysis \u2192 Try <\/span><a href=\"https:\/\/www.spyfu.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Spyfu<\/span><\/a><span style=\"font-weight: 400;\"> to get competitor insights<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Analytics and reporting \u2192 Get an overview of results with <\/span><a href=\"https:\/\/supermetrics.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Supermetrics<\/span><\/a><\/li>\n<\/ul>\n<h3><b>13. Content creation<\/b><span style=\"font-weight: 400;\"> &#8211; Ideate, write, and edit content<\/span><\/h3>\n<div id=\"attachment_5244\" style=\"width: 953px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5244\" class=\"size-medium wp-image-5244\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Anyword-project-Types-943x551.jpg\" alt=\"Different project types in Anyword including blog, ad, and landing pages.\" width=\"943\" height=\"551\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Anyword-project-Types-943x551.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Anyword-project-Types-1042x609.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Anyword-project-Types-1536x897.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Anyword-project-Types-2048x1197.jpg 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Anyword-project-Types-943x551@2x.jpg.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Anyword-project-Types-1042x609@2x.jpg.webp 2084w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5244\" class=\"wp-caption-text\"><em>Different project types in Anyword.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Content has never been more competitive than it is today. There\u2019s more noise than ever, and standing out isn\u2019t easy. Between Google\u2019s algorithm updates, AI development, and competition, it\u2019s not easy to cut through the clutter.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And as always, content people are asked to produce more content with less budget. Leaving content marketers everywhere questioning their career choices.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But luckily, the options for content production are also plentiful.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ideation \u2192 Make all your plans in <\/span><a href=\"https:\/\/planable.io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Planable<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Proofing \u2192 Use <\/span><a href=\"http:\/\/grammarly.com\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Grammarly<\/span><\/a><span style=\"font-weight: 400;\"> to get rid of typos\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Format \u2192 Choose between project types in <\/span><a href=\"https:\/\/anyword.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Anyword<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Writing assistance \u2192 Try <\/span><a href=\"https:\/\/www.copy.ai\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Copy.ai<\/span><\/a><span style=\"font-weight: 400;\"> to speed up production\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Feedback \u2192 Collaborate with <\/span><a href=\"https:\/\/www.ceros.com\/mark-up\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Ceros<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Analytics \u2192 Understand content performance with <\/span><a href=\"https:\/\/www.parse.ly\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Parse.ly<\/span><\/a><\/li>\n<\/ul>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-tools#Content-marketing-tools-for-agencies\" target=\"_blank\" rel=\"noopener\"><b>Discover more content marketing platforms<\/b><\/a><\/p>\n<h3><b>14. Social media marketing<\/b><span style=\"font-weight: 400;\"> &#8211; Grow, engage, and convert your audience<\/span><\/h3>\n<div id=\"attachment_5246\" style=\"width: 953px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5246\" class=\"size-medium wp-image-5246\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/resize-943x540.jpeg\" alt=\"Reporting in Brandwatch.\" width=\"943\" height=\"540\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/resize-943x540.jpeg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/resize.jpeg 1024w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5246\" class=\"wp-caption-text\"><em>Reporting in Brandwatch.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">We\u2019ve come a long way since <\/span><a href=\"https:\/\/www.searchenginejournal.com\/social-media-history\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">social media was invented in 1997<\/span><\/a><span style=\"font-weight: 400;\">. And today, it looks nothing like it did back then. In terms of marketing, it\u2019s established itself as a pillar piece of every great marketing campaign, hashtag or no hashtag.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whether we\u2019re talking about influencer marketing, reels, or X (still struggling with this one), if you get it right\u2014your brand and product\/service can reach millions of people within minutes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All in all, pretty powerful stuff.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s why you want to choose your social media platforms wisely.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Social media listening \u2192 Uncover trends with <\/span><a href=\"https:\/\/sproutsocial.com\/features\/social-media-listening\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">SproutSocial<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Social media scheduling \u2192 Try <\/span><a href=\"https:\/\/buffer.com\/publish\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Buffer\u2019s<\/span><\/a><span style=\"font-weight: 400;\"> simple scheduling solution<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Social media engagement \u2192 Manage engagement with <\/span><a href=\"https:\/\/www.hootsuite.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Hootsuite<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Social media commerce \u2192 Turn followers into customers with <\/span><a href=\"https:\/\/later.com\/link-in-bio\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Later<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Analytics and reporting \u2192 Get actionable insights with <\/span><a href=\"https:\/\/www.brandwatch.com\/suite\/social-media-management\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Brandwatch<\/span><\/a><\/li>\n<\/ul>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-tools#Social-media-agency-tools\" target=\"_blank\" rel=\"noopener\"><b>Take a closer look at Sprout Social and Buffer<\/b><\/a><\/p>\n<h3><b>15. Email marketing <\/b><span style=\"font-weight: 400;\">&#8211; Capture, nurture, and convert<\/span><\/h3>\n<div id=\"attachment_5247\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5247\" class=\"size-medium wp-image-5247\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/activecampaign-dashboard-screenshot-943x515.png\" alt=\"Dashboard view in Active Campaign.\" width=\"943\" height=\"515\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/activecampaign-dashboard-screenshot-943x515.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/activecampaign-dashboard-screenshot-1042x569.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/activecampaign-dashboard-screenshot.png 1440w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5247\" class=\"wp-caption-text\"><em>Dashboard view in Active Campaign.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Remember way back when, when some people claimed email was dead? Funny how today, the inbox is one of the most sought-after pieces of real estate for brands and businesses both big and small. Why? Because you can control the message and you\u2019re not at the mercy of algorithms (just ads).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So no wonder email marketing platforms remain a key part of the <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Segmentation \u2192 Build your lists in <\/span><a href=\"https:\/\/www.activecampaign.com\/email-marketing\/list-segmentation\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">ActiveCampaign<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Templates \u2192 Build beautiful emails with <\/span><a href=\"https:\/\/convertkit.com\/features\/email-designer\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">ConvertKit<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Signup forms \u2192 Create all the forms you need with <\/span><a href=\"https:\/\/www.campaignmonitor.com\/features\/email-sign-up-forms\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Campaign Monitor<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automated workflows\u2192 Build custom workflows in <\/span><a href=\"https:\/\/www.mailerlite.com\/features\/automation\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Mailerlite<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deliverability management \u2192 Make sure your emails reach the right inboxes with <\/span><a href=\"http:\/\/mailgun.com\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Mailgun<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A\/B testing \u2192 Test your messaging with <\/span><a href=\"https:\/\/www.mailjet.com\/products\/email-marketing\/ab-testing\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Mailerjet<\/span><\/a><\/li>\n<\/ul>\n<h3><b>16. Lead generation <\/b><span style=\"font-weight: 400;\">&#8211; Capture, nurture, and convert<\/span><\/h3>\n<div id=\"attachment_5248\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5248\" class=\"size-medium wp-image-5248\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/0a6dd70-Screen_Shot_2022-10-10_at_1.58.46_PM-943x570.png\" alt=\"Optimize experiences in lead generation solution Outgrow.\" width=\"943\" height=\"570\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/0a6dd70-Screen_Shot_2022-10-10_at_1.58.46_PM-943x570.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/0a6dd70-Screen_Shot_2022-10-10_at_1.58.46_PM-1042x630.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/0a6dd70-Screen_Shot_2022-10-10_at_1.58.46_PM.png 1426w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5248\" class=\"wp-caption-text\"><em>An overview of the Outgrow Builder where you can create optimized interactive experiences.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Whether you\u2019re running an Instagram campaign, TikTok competition, or launching a new benchmark report, lead generation tools are there to capture and nurture your audience.\u00a0<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Content creation \u2192 Create purpose-built lead gen content in <\/span><a href=\"https:\/\/outgrow.co\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Outgrow<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lead capture \u2192 Capture website visitors with <\/span><a href=\"https:\/\/albacross.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Albacross<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pop-ups \u2192 Build engaging pop-ups with <\/span><a href=\"https:\/\/wisepops.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Wisepops<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Surveys \u2192 Turn survey responders into qualified leads with <\/span><a href=\"https:\/\/ortto.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Ortto<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Forms \u2192 Create any type of form with <\/span><a href=\"https:\/\/www.jotform.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Jotform<\/span><\/a><\/li>\n<\/ul>\n<h3><b>17. Creative and design <\/b><span style=\"font-weight: 400;\">&#8211; Ideate, draft, and ship beautiful designs<\/span><\/h3>\n<div id=\"attachment_5249\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5249\" class=\"size-medium wp-image-5249\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Adobe-animtae-943x537.png\" alt=\"Animation of a purple octopus in Adobe Animate.\" width=\"943\" height=\"537\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Adobe-animtae-943x537.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Adobe-animtae-1042x593.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Adobe-animtae-1536x875.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Adobe-animtae-2048x1166.png 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Adobe-animtae-943x537@2x.png.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Adobe-animtae-1042x593@2x.png.webp 2084w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5249\" class=\"wp-caption-text\"><em>Animation in Adobe Animate.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Arguably, you can\u2019t even run an agency if you don\u2019t have any design solutions. After all, doesn\u2019t every campaign rely on creatives to deliver a message?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But just like marketing, design is a very broad discipline that includes everything from graphic design and illustration to UX design and prototyping platforms.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Design templates \u2192 Set up the basics in<\/span><a href=\"https:\/\/www.canva.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\"> Canva<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Graphic design \u2192 Use <\/span><a href=\"https:\/\/www.figma.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Figma<\/span><\/a><span style=\"font-weight: 400;\"> for all your graphics needs\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Illustration design \u2192 Use good old <\/span><a href=\"https:\/\/www.adobe.com\/uk\/products\/illustrator.html\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Adobe Illustrator<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Prototyping and wireframing \u2192 Use <\/span><a href=\"https:\/\/www.invisionapp.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Invision<\/span><\/a><span style=\"font-weight: 400;\"> for all your UX needs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Feedback and collaboration \u2192 Try <\/span><a href=\"https:\/\/www.markup.io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Markup<\/span><\/a><span style=\"font-weight: 400;\"> for effective feedback<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-tools#Design-tools-for-agencies\" target=\"_blank\" rel=\"noopener\"><b>Find more design tech options for agencies<\/b><\/a><\/p>\n<h3><b>18. Video, animations, and 3D <\/b><span style=\"font-weight: 400;\">&#8211; Create, edit, and deliver motion graphics<\/span><\/h3>\n<div id=\"attachment_5250\" style=\"width: 910px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5250\" class=\"size-full wp-image-5250\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/subtle-lighting-step1.jpg.img_.jpg\" alt=\"Adding lightning effects in Adobe After Effects.\" width=\"900\" height=\"482\" \/><p id=\"caption-attachment-5250\" class=\"wp-caption-text\"><em>Adding lightning effects in Adobe After Effects.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">In the world of advertising and marketing, video wins. After all, there\u2019s a reason TikTok took off. Whether you use videos for social ads, they\u2019re part of an onboarding flow, or on a landing page\u2014conversion rates will likely be higher than if you only use static images.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With conversion rates at stake, you\u2019ll want to equip your creative team with the best video solutions out there.\u00a0<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Editing \u2192 <\/span><a href=\"https:\/\/www.adobe.com\/uk\/products\/premiere\/campaign\/pricing.html\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Adobe Premiere Pro<\/span><\/a><span style=\"font-weight: 400;\"> for all your editing needs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Motion graphics \u2192 Use <\/span><a href=\"https:\/\/www.adobe.com\/products\/aftereffects.html\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Adobe After Effects<\/span><\/a><span style=\"font-weight: 400;\"> to create striking images<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">3D animation \u2192 Try <\/span><a href=\"https:\/\/www.maxon.net\/en\/cinema-4d\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Cinema4D<\/span><\/a><span style=\"font-weight: 400;\"> to bring ideas to life<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Image resizing\/compressing \u2192 Use <\/span><a href=\"https:\/\/www.veed.io\/tools\/video-compressor\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Veed<\/span><\/a><span style=\"font-weight: 400;\"> to compress images without losing quality<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Subtitles\/closed captions \u2192 Get flawless captions with <\/span><a href=\"https:\/\/go.verbit.ai\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Verbit<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Transcripts \u2192 Get speedy transcripts with <\/span><a href=\"https:\/\/www.descript.com\/transcription\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Descript<\/span><\/a><\/li>\n<\/ul>\n<h3><b>19. Sales <\/b><span style=\"font-weight: 400;\">&#8211; Centralize, analyze, and optimize the sales process<\/span><\/h3>\n<div id=\"attachment_5251\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5251\" class=\"size-medium wp-image-5251\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/uuid-7b808fd9-f4ae-5737-dc7d-2da7ec04e3fd-943x589.png\" alt=\"Daily task list in sales revenue intelligence platform Gong.\" width=\"943\" height=\"589\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/uuid-7b808fd9-f4ae-5737-dc7d-2da7ec04e3fd-943x589.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/uuid-7b808fd9-f4ae-5737-dc7d-2da7ec04e3fd-1042x651.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/uuid-7b808fd9-f4ae-5737-dc7d-2da7ec04e3fd-1536x960.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/uuid-7b808fd9-f4ae-5737-dc7d-2da7ec04e3fd-2048x1280.png 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/uuid-7b808fd9-f4ae-5737-dc7d-2da7ec04e3fd-943x589@2x.png.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/uuid-7b808fd9-f4ae-5737-dc7d-2da7ec04e3fd-1042x651@2x.png.webp 2084w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5251\" class=\"wp-caption-text\"><em>Daily task list in sales revenue intelligence platform Gong.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Not every agency is going to be big enough to have a sales department, or even a sales team for that matter. But once you\u2019re ready to truly accelerate your GTM (go-to-market) activities, a sales platform will make your life a lot easier.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From lead enrichment and funnels to campaign scheduling and pipelines, your sales enablement platforms should support your agency\u2019s growth efforts.<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<p><b>Note:<\/b><span style=\"font-weight: 400;\"> If you\u2019re using a CRM, it\u2019s very likely that it comes with a lot of the sales enablement features you need to get started.<\/span><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Outreach \u2192 Like the name suggests, try <\/span><a href=\"https:\/\/www.outreach.io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Outreach<\/span><\/a><span style=\"font-weight: 400;\"> for all your outbound efforts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Prospecting \u2192 Give <\/span><a href=\"https:\/\/salesloft.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">SalesLoft<\/span><\/a><span style=\"font-weight: 400;\"> a go for your prospecting needs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lead generation \u2192 Look into <\/span><a href=\"https:\/\/www.leadfeeder.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Leadfeeder <\/span><\/a><span style=\"font-weight: 400;\">to help you attract more leads<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Data enrichment \u2192 Know exactly who you\u2019re dealing with in <\/span><a href=\"https:\/\/6sense.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">6sense<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pipeline management \u2192 Hit your revenue goals with <\/span><a href=\"https:\/\/www.lusha.com\/sales\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Lusha<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deal insights \u2192 Win more deals with <\/span><a href=\"https:\/\/www.gong.io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Gong<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Rep coaching \u2192 Step up your game with <\/span><a href=\"https:\/\/www.lavender.ai\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Lavender<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Conversation intelligence \u2192 Get feedback from <\/span><a href=\"https:\/\/www.poised.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Poised<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reporting \u2192 Get full visibility with <\/span><a href=\"https:\/\/www.clari.com\/products\/product-overview\/#analyze\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Clari<\/span><\/a><\/li>\n<\/ul>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-tools#Agency-sales-tools\" target=\"_blank\" rel=\"noopener\"><b>Take a closer look at Groove (acquired by Clari) and Outreach<\/b><\/a><\/p>\n<h3><b>20. Data and analytics <\/b><span style=\"font-weight: 400;\">&#8211; Centralize, share, and evaluate campaign data<\/span><\/h3>\n<div id=\"attachment_5253\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5253\" class=\"size-medium wp-image-5253\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/business-dashboard-example-943x530.png\" alt=\"Campaign overview dashboard in Geckoboard.\" width=\"943\" height=\"530\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/business-dashboard-example-943x530.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/business-dashboard-example-1042x586.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/business-dashboard-example-1536x864.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/business-dashboard-example.png 1920w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/business-dashboard-example-943x530@2x.png.webp 1886w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5253\" class=\"wp-caption-text\"><em>Campaign overview dashboard in Geckoboard.<\/em><\/p><\/div>\n<p><i><span style=\"font-weight: 400;\">Campaign overview dashboard in Geckoboard.<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Typically, data lives on a lot of different platforms, across different teams. That\u2019s why you want one place to centralize your most important project and campaign performance metrics for any given project, so both teams and clients can easily access what they need.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whether you want to build custom client dashboards or get a good view of business intelligence data, there\u2019s a solution waiting for you.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Data visualization \u2192 Build beautiful campaign-specific dashboards in <\/span><a href=\"https:\/\/www.geckoboard.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Geckoboard<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Business performance \u2192 Keep an eye on key business metrics in <\/span><a href=\"https:\/\/www.tableau.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Tableau<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project performance \u2192 Track overall campaign performance in <\/span><a href=\"https:\/\/www.kantata.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Kantata<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Dashboards \u2192 Customize your data views in <\/span><a href=\"https:\/\/lookerstudio.google.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Looker Studio<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reporting \u2192 Get a birds-eye view of all your numbers in <\/span><a href=\"https:\/\/agencyanalytics.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">AgencyAnalytics<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Web traffic \u2192 Understand your visitors with <\/span><a href=\"https:\/\/developers.google.com\/analytics\/devguides\/collection\/ga4\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Google Analytics 4<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Heat mapping \u2192 Understand visitor behavior with <\/span><a href=\"https:\/\/www.hotjar.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Hotjar<\/span><\/a><\/li>\n<\/ul>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-tools#Agency-reporting-tools\" target=\"_blank\" rel=\"noopener\"><b>Get to know Looker Studio and AgencyAnalytics better<\/b><\/a><\/p>\n<h3><b>21. Public relations (PR) and communications <\/b><span style=\"font-weight: 400;\">&#8211; Build lists, draft press releases, and increase reach<\/span><\/h3>\n<div id=\"attachment_5254\" style=\"width: 667px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5254\" class=\"size-full wp-image-5254\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/monitoring-projects-dashboard-1.webp\" alt=\"Brand mentions in Prowly. \" width=\"657\" height=\"289\" \/><p id=\"caption-attachment-5254\" class=\"wp-caption-text\"><em>Brand mentions in Prowly.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Public relations has a tendency to come across as\u2026 old school. But, just like many other marketing tactics, it\u2019s just shape-shifted<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sure, the trusty press release still exists (and it\u2019s very relevant), but the way we go about building networks\u2014not to mention the channels we use\u2014has changed significantly in the last few years.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But with the right platforms in your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\">, you can still get your brand in front of the right audience.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Media database \u2192 Find the right contacts with <\/span><a href=\"https:\/\/www.vuelio.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Vuelio<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">List building \u2192 Put together comprehensive lists with <\/span><a href=\"https:\/\/roxhillmedia.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Roxhill<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Media monitoring and alerts \u2192 Keep track of all brand mentions with <\/span><a href=\"https:\/\/prowly.com\/media-monitoring\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Prowly<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Content creation \u2192 Draft press releases and more with <\/span><a href=\"https:\/\/www.hypotenuse.ai\/tools\/press-release-generator\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Hypotenuse<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Outreach \u2192 Reach the right people with <\/span><a href=\"https:\/\/www.meltwater.com\/en\/suite\/media-relations\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Meltwater<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Distribution \u2192 Get your message out there with <\/span><a href=\"https:\/\/www.newswire.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Newswire<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Media analysis reports \u2192 Keep your finger on the pulse with <\/span><a href=\"https:\/\/carma.com\/pr-measurement\/media-analysis-reports\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Carma<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Social listening \u2192 Keep an eye on client mentions and brand sentiment tracking with <a href=\"https:\/\/brand24.com\/\" target=\"_blank\" rel=\"noopener\">Brand24<\/a><\/li>\n<\/ul>\n<h3><b>22. Influencer marketing <\/b><span style=\"font-weight: 400;\">&#8211; Find, manage, and build relationships with influencers<\/span><\/h3>\n<div id=\"attachment_5256\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5256\" class=\"size-medium wp-image-5256\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/5f2c5209-1be9-4078-b60b-ef4d5c305825-943x501.png\" alt=\"Influencer overview in Upfluence.\" width=\"943\" height=\"501\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/5f2c5209-1be9-4078-b60b-ef4d5c305825-943x501.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/5f2c5209-1be9-4078-b60b-ef4d5c305825-1042x554.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/5f2c5209-1be9-4078-b60b-ef4d5c305825-1536x816.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/5f2c5209-1be9-4078-b60b-ef4d5c305825-2048x1088.png 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/5f2c5209-1be9-4078-b60b-ef4d5c305825-943x501@2x.png.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/5f2c5209-1be9-4078-b60b-ef4d5c305825-1042x554@2x.png.webp 2084w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5256\" class=\"wp-caption-text\"><em>Influencer overview in Upfluence.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Not that long ago, influencer marketing wasn\u2019t even a thing. In 2023, <\/span><a href=\"https:\/\/thesocialshepherd.com\/blog\/influencer-marketing-statistics#:~:text=In%20recent%20years%2C%20influencer%20marketing,reach%20%2421.1B%20in%202023.\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">the influencer industry is expected to reach $21.1B<\/span><\/a><span style=\"font-weight: 400;\">. Not to mention that it\u2019s a huge revenue driver for brands, big and small.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So whether you\u2019re engaging with more niche micro-influencers, or the big names (say, Bachelor alum), you want solutions that\u2019ll keep you sane.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Discovery \u2192 Find the right influencers for your brand with <\/span><a href=\"https:\/\/www.upfluence.com\/influencer-search\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Upfluence<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Campaign management \u2192 Manage all influencers for projects in one place with <\/span><a href=\"https:\/\/www.taggermedia.com\/manage-projects\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Tagger<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Influencer Relationship Management \u2192 Keep your influencers happy with <\/span><a href=\"https:\/\/creator.co\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">creator.co<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Influencer lists \u2192 Build targeted lists with <\/span><a href=\"https:\/\/www.heepsy.com\/influencer-lists\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Heepsy<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Payments \u2192 Pay your influencers with ease with <\/span><a href=\"https:\/\/www.creatoriq.com\/influencer-marketing-solution\/creator-payments\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">CreatorIQ<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reporting \u2192 Measure performance with <\/span><a href=\"https:\/\/www.storyclash.com\/influencer-reporting\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Storyclash<\/span><\/a><\/li>\n<\/ul>\n<h3><b>23. Accounting <\/b><span style=\"font-weight: 400;\">&#8211; Manage expenses, payments, and finance<\/span><\/h3>\n<div id=\"attachment_5257\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5257\" class=\"size-medium wp-image-5257\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/c5f9a14c-f1d5-4cd1-bf89-cfb0c852c35f-943x563.png\" alt=\"Invoice payment in Melio.\" width=\"943\" height=\"563\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/c5f9a14c-f1d5-4cd1-bf89-cfb0c852c35f-943x563.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/c5f9a14c-f1d5-4cd1-bf89-cfb0c852c35f-1042x622.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/c5f9a14c-f1d5-4cd1-bf89-cfb0c852c35f.png 1335w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5257\" class=\"wp-caption-text\"><em>Invoice payment in Melio.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Arguably the least exciting category, but one of the most important pieces of your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\">. After all, if you don\u2019t manage your money well, your agency won\u2019t stand a chance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The good news is that today there are plenty of accounting solutions that set out to make all things finance as simple and streamlined as possible.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Billing \u2192 Use <\/span><a href=\"https:\/\/quickbooks.intuit.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Quickbooks<\/span><\/a><span style=\"font-weight: 400;\"> for all your invoicing needs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Payroll \u2192 Pay global and distributed\u00a0 teams with <\/span><a href=\"https:\/\/remote.com\/global-hr\/run-payroll\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Remote<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Budgeting \u2192 Manage your cashflow with <\/span><a href=\"https:\/\/agicap.com\/en\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Agicap<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Quoting \u2192 Create a better quoting experience with <\/span><a href=\"https:\/\/www.pandadoc.com\/quoting-software\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">PandaDocs<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Estimating \u2192 Create estimates with <\/span><a href=\"https:\/\/www.freshbooks.com\/en-gb\/estimating-software\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Freshbooks<\/span><\/a><\/li>\n<\/ul>\n<h3><b>24. Brainstorming <\/b><span style=\"font-weight: 400;\">&#8211; Ideate, brainstorm, and visualize solutions<\/span><\/h3>\n<div id=\"attachment_5258\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5258\" class=\"size-medium wp-image-5258\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-16.43.23-943x586.png\" alt=\"Design thinking canvas from FigJam's community. \" width=\"943\" height=\"586\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-16.43.23-943x586.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-16.43.23-1042x648.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-16.43.23.png 1268w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-5258\" class=\"wp-caption-text\"><em>Design thinking canvas from <a href=\"https:\/\/www.figma.com\/community\/file\/981568775334764914\" target=\"_blank\" rel=\"noopener\">FigJam&#8217;s community<\/a>.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">All the good stuff happens when teams come together to brainstorm. User journeys, internal processes, storyboarding, you name it\u2014brainstorming is for everyone.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To get the most out of your brainstorming sessions you\u2019ll want the best tool in your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><b>Look out for features like:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Templates \u2192 Brainstorm in any format with <\/span><a href=\"https:\/\/miro.com\/brainstorming\/#\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Miro<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Mind mapping \u2192 See the big picture with <\/span><a href=\"https:\/\/lucidspark.com\/landing\/create\/mind-map-software\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Lucidspark<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Process mapping \u2192 Map out processes and workflows with <\/span><a href=\"https:\/\/www.lucidchart.com\/pages\/landing\/process-map-software\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Lucidchart<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Whiteboarding \u2192 Generate ideas in <\/span><a href=\"https:\/\/www.figma.com\/figjam\/online-whiteboard\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">FigJam<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Diagramming \u2192 Create all the diagrams you need with <\/span><a href=\"https:\/\/creately.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Creately<\/span><\/a><\/li>\n<\/ul>\n<h3><b>25. AI <\/b><span style=\"font-weight: 400;\">&#8211; Complete mundane tasks faster and increase productivity\u00a0<\/span><\/h3>\n<div id=\"attachment_5259\" style=\"width: 899px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5259\" class=\"size-medium wp-image-5259\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-16.45.20-889x671.png\" alt=\"Using ChatGPT for its opinion on the \u201cperfect\u201d agency tech stack.\" width=\"889\" height=\"671\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-16.45.20-889x671.png.webp 889w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-16.45.20-942x711.png.webp 942w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-05-at-16.45.20.png 1442w\" sizes=\"auto, (max-width: 889px) 100vw, 889px\" \/><p id=\"caption-attachment-5259\" class=\"wp-caption-text\"><em>Using ChatGPT for its opinion on the \u201cperfect\u201d agency tech stack.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">In case it\u2019s gone unnoticed, we live in the era of AI. Creatives and marketers everywhere are looking to AI to give their day-to-day a boost when it comes to speeding up processes, completing tasks, or adding an extra wow factor to their artwork.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Maybe, just like Huge, you\u2019re <\/span><a href=\"https:\/\/adage.com\/article\/agency-news\/huge-relies-ai-revamp-its-business\/2499611\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">ready to completely rely on AI<\/span><\/a><span style=\"font-weight: 400;\">, or maybe you\u2019re just curious about the possibilities, <\/span><a href=\"https:\/\/theresanaiforthat.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">there\u2019s an AI for that<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><b>AI tech to explore:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deliver social videos at scale with<\/span> <a href=\"https:\/\/lumen5.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Lumen5<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Get inspired by <\/span><a href=\"https:\/\/looka.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Looka<\/span><\/a><span style=\"font-weight: 400;\"> and create logos and brand guidelines<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Generate personalized emails with <\/span><a href=\"https:\/\/www.smartwriter.ai\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Smartwriter<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Manage online comments with <\/span><a href=\"https:\/\/commentguard.io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">CommentGuard<\/span><\/a><span style=\"font-weight: 400;\"> (powered by Meta\u2019s API)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Take a load off with <\/span><a href=\"https:\/\/www.jasper.ai\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Jasper<\/span><\/a><span style=\"font-weight: 400;\"> when it comes to writing<\/span><\/li>\n<\/ul>\n<p><strong><a href=\"https:\/\/resourceguruapp.com\/blog\/chatgpt-for-project-managers\" target=\"_blank\" rel=\"noopener\">Learn more about the benefits of ChatGPT in project management<\/a><\/strong><\/p>\n<h2><span class=\"ez-toc-section\" id=\"17-other-solutions-to-consider-for-your-agency-tech-stack\"><\/span><span style=\"font-weight: 400;\">17 other solutions to consider for your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Thought we were done? Not so fast. While we\u2019ve covered some of the key pieces of your <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\"> above, there\u2019s plenty more to dig into.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here, we\u2019re providing a quick overview of some additional categories for you to consider. But remember, it\u2019s not about having as many platforms as possible, it\u2019s about those solutions serving you well.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">1. Other marketing\/digital marketing solutions<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">We\u2019ve only scratched the surface when it comes to marketing platforms. If you\u2019ve thought of it\u2014it exists. From competitor analysis to audits, they\u2019re all out there. Just make sure it serves the right purpose in your agency tech stack. Don\u2019t risk tech stack sprawl just to impress a client.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">2. Documentation<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Agencies are full of documentation. You\u2019re looking at a big stack of (digital) paperwork between clients, teams, and projects. Keep all your project documentation in one centralized place. So whether we\u2019re talking knowledge management or technical documentation, you\u2019ll want to make it easy to write, update, and organize it all.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">3. Processes<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Every agency benefits from <a href=\"https:\/\/resourceguruapp.com\/blog\/agency-process\" target=\"_blank\" rel=\"noopener\">process optimization<\/a>. You might be looking to improve speed, and accuracy, or reduce costs. But it\u2019s not an easy task to take on. Luckily, there are process mapping apps available along with process automation solutions, so your Ops department doesn\u2019t have to go at it alone.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">4. Scheduling and calendar management<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">From sales to account management, everyone needs to stay on top of their calendars and book meetings with ease (especially with clients). We\u2019re all managing multiple calendars, that\u2019s why you\u2019ll want to use a calendar or scheduling tool that integrates with, for example, <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/google-calendar-two-way-sync\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Google Calendar<\/span><\/a><span style=\"font-weight: 400;\"> or <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/microsoft-outlook-calendar-integration\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Microsoft Outlook<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">5. Development and programming<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Use version control systems, code editors, and testing and debugging platforms to make sure you ship the best code for your projects. But that\u2019s not it. Productivity apps like <\/span><a href=\"https:\/\/www.collieapp.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Collie<\/span><\/a><span style=\"font-weight: 400;\"> are surfacing to help product and engineering teams make more sense of meeting outcomes.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">6. Productivity\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Who doesn\u2019t want to understand their <\/span><span style=\"font-weight: 400;\">personal productivity<\/span><span style=\"font-weight: 400;\"> better and give it a little boost? Well, the market is full of options. From a <\/span><a href=\"https:\/\/clean.email\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">cleaner inbox<\/span><\/a><span style=\"font-weight: 400;\"> to <\/span><a href=\"https:\/\/tryshift.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">managing your desktop apps<\/span><\/a><span style=\"font-weight: 400;\">, you\u2019ll find a solution that will help you tackle your productivity challenges.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">7. Operations<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Operations are about creating efficiencies. Which means it covers a lot of ground in terms of available solutions. At the end of the day, the Ops team is responsible for keeping business running smoothly in an organized way.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">8. Traffic management<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You might use your resource scheduling tool for traffic management, or you might do it in another tool and have them run alongside each other. Either way, staying on top of traffic is essential to running a successful agency.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">9. Virtual\/remote<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">It\u2019s not just the tech world that\u2019s gone remote. Agencies, big and small, are experimenting with this \u201cnew\u201d way of working. But that means they\u2019ll run into a whole new set of challenges when it comes to managing teams, projects, and asynchronous collaboration and communication. The good news is that most solutions today are SaaS (software-as-a-service) and can be implemented anywhere at any time.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">10. Procurement<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Not every agency is going to be big enough to have a procurement department, let alone a procurement tool. But if you are setting up a dedicated purchasing team, this might be the time to look into it. (Especially if you\u2019re dealing with lengthy and complex processes.)<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">11. Insurance\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">At agencies, there are plenty of things to insure. From office space and equipment to employee and travel insurance, you want to make sure your insurance provider makes it easy to manage it all in one place.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">12. Account management<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You might do all your account management in your CRM or perhaps even in your project management platform. Or perhaps you\u2019re looking for a full suite \u00e1 la <\/span><a href=\"https:\/\/www.freshworks.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Freshworks<\/span><\/a><span style=\"font-weight: 400;\">? Whatever setup you prefer, make sure information can flow seamlessly between apps.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">13. Enterprise\/ERM<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you\u2019ve got Enterprise clients on your hand, they might come with some very specific tech stack criteria. For example, security and compliance assessments will be on another level. But you can get through all those processes so much faster with solutions like <\/span><a href=\"https:\/\/drata.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Drata<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">14. Open source<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you\u2019re a software agency, you\u2019re likely looking for solutions that add better flexibility when it comes to both integration and delivery. Engineers and project managers are lucky to have plenty of choices when it comes to open source software, and <\/span><a href=\"https:\/\/opensource.com\/resources\/projects-and-applications\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">you can find them all here<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">15. White label\u00a0<\/span><\/h3>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-tools#White-label-tools-for-agencies\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">White labeling<\/span><\/a><span style=\"font-weight: 400;\"> is a feature offered by a lot of tech companies. It allows you to apply your agency\u2019s branding or your client\u2019s visual identity to solutions like project and reporting dashboards, adding that extra layer of personalization clients love.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">16. B2B<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you\u2019re an agency catering to the B2B sector, you\u2019re in for a treat. There\u2019s an abundance of platforms targeting B2B companies (specifically software), so your only problem here will be choice.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">17. All-in-one\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Let\u2019s be real. All-in-one solutions are the dream. It just makes life easier. Their downfall is often that they do some features really well, while others don\u2019t quite measure up. So if you\u2019re evaluating all-in-one solutions for your agency, make sure you\u2019re prepared to do some compromising (alternatively, compensating with some additional, purpose-built solutions).\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Building-an-efficient-agency-tech-stack\"><\/span><span style=\"font-weight: 400;\">Building an efficient <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Building a sustainable tech stack is crucial for long-term success and efficiency in any organization, not just agencies. But with client relationships on the line, the last thing you want is a tech stack that\u2019s not doing you any favors.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The lesson? Take your tech stack strategy seriously, always get input from relevant teams, and evaluate solutions in the context of not just project success, but also team happiness, and client satisfaction.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s how you build an <\/span><span style=\"font-weight: 400;\">agency tech stack<\/span><span style=\"font-weight: 400;\"> that will truly help you have an impact on your bottom line.<\/span><\/p>\n<div class=\"freetrial freetrial--text-light freetrial--alt\"><div class=\"freetrial__image\"><img loading=\"lazy\" decoding=\"async\" width=\"310\" height=\"286\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt-310x286.png\" class=\"attachment-freetrial size-freetrial wp-post-image\" alt=\"\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt-310x286.png 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt.png 536w\" sizes=\"auto, (max-width: 310px) 100vw, 310px\" \/><\/div><div class=\"freetrial__text\"><h4>The #1 scheduling and time tracking tool trusted by thousands of project teams<\/h4>\n<p>Join thousands of project managers who have made scheduling a breeze.<\/p>\n<p><a class=\"button\" href=\"https:\/\/app.resourceguruapp.com\/\" rel=\"noopener\">Start Your Free Trial<\/a><\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Building your agency tech stack isn\u2019t easy. You have to think about the usability and adoption for both your team and your clients. Between personal preferences and processes, it will seem impossible to please everyone.\u00a0 With&hellip;<\/p>\n","protected":false},"author":30,"featured_media":5725,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[55,54],"tags":[],"class_list":["post-5176","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agencies","category-software-reviews"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Agency tech stack: 48 solutions to supercharge your teams<\/title>\n<meta name=\"description\" content=\"Optimize your agency tech stack to supercharge your teams, improve efficiencies, and keep your clients happy.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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