Workflow Software for Creative Agencies

by Cecilia on

Many creative entrepreneurs have to compartmentalize the use of their right brain and left brain. When they’re designing, they are using their right brain. In order to manage the business, however, they must be able to harness the organizational skills that come from their left brain.

In a small business, it is necessary for executives to have an overview of what is going on with the company, but all the time spent managing the back end can take away from the innovation that brings products and services to life. Workflow software for creative agencies can help businesses manage leads, oversee projects, analyze data and perform routine administrative tasks more quickly and efficiently so employees can focus on helping their companies grow.

Workflow software for lead management

As your sales reps gather leads, they must keep track of those prospects. Although most small businesses have moved away from manual paper data collection processes, they’re not all using the most streamlined tools available. Cloud-based workflow software allows sales professionals to record prospect data out in the field. That information can then be viewed in real time from the office.

This removes the need for syncing up different tools or entering data in various platforms. The information is input once and stored for as long as it is needed. Workflow systems allow everyone to manipulate that information as necessary. Various departments can invoice those leads, transfer them to active jobs or close them out.

Streamlining Project Management

With agency project management software, you can keep track of everything going on with any job without micromanaging your staff. Most software is able to be customized based on the needs of the enterprise. You can receive emails to alert you when a task is updated, sync your calendars to simplify scheduling and create conversations with everyone involved in the project.

What makes workflow software so useful for creative agencies is that it can also track where time is being spent. That means that employees can manage their time better and keep customers aware of everything going on with the job. If clients want to know where their money is going, you can provide a breakdown of the tasks completed as well as the time spent completing them.

Analyzing Data

In order for companies to grow, they need to be implicitly aware of what is working and what isn’t working. Because workflow software can compile all of a company’s important data, it can be used to run reports that help executives analyze the efficiency, productivity and profitability of the company.

Workflow software can be used to manage your books, which means that all your accounting data can be lined up with time tracking and project management data. You can easily evaluate costs and increase invoice requests as necessary. If you have a client that demands more time and resources than others, it’s easy to see. You can also view which leads are bringing in revenues, allowing you to adjust your marketing and sales processes as necessary. Workflow management software lets you evaluate every aspect of your business to fine-tune systems and save you money.

Simplifying Routine Tasks

When everything is stored on one platform, time spent on routine tasks, like sending invoices and purchase orders, is minimized. Many smaller creative agencies don’t have extensive administrators. Even if they did, workflow software could make those employees obsolete. Take care of all of the administrative tasks surrounding lead management, quoting, project creation, collaboration, scheduling and accounting with this software.

Workflow software is valuable even in small offices where employees can gather around the water cooler to chat. In larger offices or companies with multiple locations, the ability to give every employee access to the same system is vital. Workflow systems can help creative agencies achieve this.

When staff members can simply open up their laptops or pull out their tablets and instantly work on office projects, they’ll be more productive and your company won’t have to rely on extensive human resources to achieve the same goals. Your designers will be able to collaborate with developers, and communication with clients will be improved.

Written by: Cecilia