The document discusses how CRM systems assist advertising and media agencies in overcoming operational challenges such as client management, project collaboration, and data organization. Key statistics illustrate the impact of CRM, including increased productivity, improved sales pipeline management, and higher-quality leads. Surveyed professionals reported significant returns on their CRM investments, emphasizing its importance in enhancing efficiency and customer retention.

1. HOW CRM HELPS
SUCCEED
advertising &
media agencies
advertising &
media agencies
What are the main operational problems
creative professionals face every day?
main operational problems
CRM is helping bring control
to your main operations!
bring control
50%50%
DIFFICULTY MANAGING
CLIENTS
too many business cards!
30% of marketers say
having disparate data
sources is a main reason why
they can’t glean useful
insights from customer data73% of companies have no
process for re-engaging and
nurturing customers after
the initial sale
75% surveyed said they
realized a return on their
Insightly investment within
3 months of implementation.
Over half of users
surveyed saw an increase in
productivity of at least 25%
47% of our respondents
said that sales pipeline
management is the most
helpful CRM and can
increase revenue by 41%
per salesperson
A 5% increase in customer
retention can increase a
company’s profitability
by 75%
89% of companies that
use a CRM perceive their
leads to be of higher quality
and reliability than those
who do not use a CRM
Sources:
38%38%
DIFFICULTY MANAGING
PROJECTS
too many emails!
27%27%
DIFFICULTY COLLABORATING
WITH TEAM MEMBERS
no mobility!
Additional Sources
Sources:
Using independent survey tool TechValidate, Insightly surveyed 365 real creative professionals working in
marketing, communication, design, advertising and media across the globe to reveal how they use CRM with
project management to solve their biggest problems.
Additional Sources:
http://www.gartner.com/technology/home.jsp
http://www.superoffice.com/blog/mobile-crm-app/
https://www.marketo.com/webinars/the-one-two-punch-of-effective-lead-engagement-accurate-lists-and-powerful-content/
http://blog.salesloft.com/wp-content/uploads/2013/09/CRMstatsInfographic.pdf
http://www.buyerzone.com/leads/resources/b2b-lead-generation-2013/
http://hbswk.hbs.edu/archive/1590.html
64%64%
DIFFICULTY ORGANIZING
INFORMATION
too many spreadsheets!