To streamline workflows and automate marketing processes, agencies should not replace people with technology. They should see marketing software as a tool to enable creativity, critical thinking, and collaboration.

Media planning tools like ours eliminate time-consuming manual tasks, which allows marketers to spend more time on creative and analytical work. A thorough and collaborative review of the people and processes involved in delivering marketing campaigns is step 2 of streamlining workflows.

How to Streamline Agency Workflows 

Essentially, streamlining an agency workflow means:

• Removing unnecessary processes

• Optimizing operations

• Finding the most efficient way to deliver work

• Standardizing repeatable processes

• Continually seeking efficiencies

In the agency world, streamlining workflows is crucial for growth. But even with superhuman processing power and time-saving automations, marketing workflow tools are not a silver bullet.

Technology supports agency teams to streamline processes in 5 key areas.

1. Strategy and Planning

Strategic planning processes can be time-consuming and inefficient. Collaborative, dynamic marketing planning processes remove the need for meetings, strategic reviews, and feedback sessions. Streamlining the strategic planning process frees up time, shortening the campaign launch timelines and enabling collaboration along the way. 

2. Campaign Development

Each step in the marketing mix has its own stakeholders and steps, which can make tracking the process difficult for Account Managers and Traffic Managers. Marketing workflow software centralizes these processes, bringing agencies and clients together and breaking down silos.

3. Measurement and Reporting

The fast-paced nature of digital advertising has made the role of technology in streamlining agency processes increasingly important. Monitoring data, generating insights and turning those insights into action all need to happen fast; or you risk losing the customer’s attention. Therefore, the role of technology here is twofold—but both happen in parallel.

4. Optimization

Let's take a look at how marketing automation platforms can streamline agency workflows, saving time throughout the marketing campaign process.

• More efficient strategy and planning processes

• Shorter campaign development timelines

• Parallel workflows replace inefficient linear processes

• Automations save hours 

• Dynamic real-time reporting

5. Balance is key to streamlining your agency workflow.

When agencies find the right marketing workflow management software and empower their teams, they can improve productivity, unlock award-winning creative potential and deliver more impressive work.
So the secret to streamlining agencies is not replacing human intuition with technology. It’s using one to improve the other in a cycle of continuous improvement, always chasing a better way to deliver inspired work.
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