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Why Most Agencies Miss Out on Easy New Business Wins and How a CRM Can Help

Why Most Agencies Miss Out on Easy New Business Wins and How a CRM Can Help

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 Is your agency still juggling spreadsheets? Wondering if a CRM is really worth the time and trouble? In this episode Tracey Burnett chats with Rob Manne, founder of Inflectiv.co, about the real-world power of CRM systems for creative and marketing agencies. Rob draws on decades of agency and sales experience to reveal: - Why most agencies miss out on easy growth (and how to fix it) - How to move beyond “random acts of marketing” to a repeatable, data-driven process - The right (and wrong) ways to use newsletters, lead magnets, and nurture sequences - Creative strategies for building and managing relationships without losing your personal touch - How both big and small agencies can use CRM insights to win more pitches and keep clients coming back Whether you’re a solo founder or managing a growing team, you’ll walk away with practical, no-nonsense tips for using tech to supercharge your sales, marketing, and client retention. Ready to stop guessing and start growing? Tune in and get inspired! Chapters 00:00 Rob's Journey in Marketing and Sales 05:21 The Importance of Data in Marketing 12:15 The Role of Newsletters in Marketing 24:33 The Value of CRM for Small Agencies 30:03 Leveraging CRM for Business Development 35:10 Lessons from Big Agencies for Small Agencies 40:02 Creative Approaches to New Business Development 50:31 Leveraging Existing Clients for Growth 58:08 Final Thoughts on Technology and Growth About Rob Manne As the Founder of Inflectiv, Rob partners with growing companies who are frustrated that their website, marketing, and sales investments aren’t translating into revenue. Inflectiv implements and optimizes HubSpot and other growth platforms to enhance productivity, convert customers faster, and generate data for better forecasting, decision-making, and ROI. Prior to Inflectiv, Rob was an award-winning marketing communications and sales practitioner at Interbrand, Edelman, Rogers, and Cohn & Wolfe. Rob is based in Toronto, Canada, has two teenage daughters, and loves washing dishes. Connect with Tracey on LinkedIn: www.linkedin.com/in/traceyburnett Website: www.leadstosuccessglobal.com Podcast website: www.marketingmomentumforagencies.com Got a question? Give me a call: 0044 7877 042 804 Email: tracey@leadstosuccessglobal.com Rob Manne - https://www.linkedin.com/in/robmanne/ Link to Free HubSpot diagnostic - https://inflectiv.co/free-hubspot-diagnostic/ Wix Studio is a platform built for all web creators to design, develop, and manage exceptional web projects at scale. Visit wix.com/studio
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