Manage Multiple Client Data Workflows with Ease

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Managing multiple client data workflows can be overwhelming. Especially, when switching between applications to fetch marketing data to paint a single picture for clients.

Increasingly marketing services and digital agencies are using one system such as automation and integration platforms. They help automate and accelerate an agency’s services. For instance, they are achieving specific use cases such as helping clients understand their marketing efforts or understand data around cart abandonment.

In doing so they are not only helping clients understand their marketing efforts they are driving revenue and improving efficiency for themselves. 

So, how is this achieved? We take a look at one marketing objective, social media management and how a marketing services integration platform can help an agency manage multiple client data workflows with ease. 

Managing Multiple Client Data Social Media Marketing Workflows

One common reason a client would commission a digital marketing agency is to understand its social media marketing efforts. In the hope, it’ll improve their strategy. This is because a digital marketing agency can review all of the client’s past digital marketing efforts, such as their Facebook or LinkedIn Ads. Then distinguish the correlations between their client’s sales and marketing strategies. 

They can do this by using one system to see and manage all of their client’s marketing data workflow with ease. This means they are able to save time and keep client data flowing seamlessly. Then show clients the return on their marketing efforts in one centralised place such as a dashboard. 

For example, one client may request data from their Facebook Ads to be analysed and added to a centralised database. Another may request a similar workflow but with LinkedIn Ads and into a centralised dashboard. Within a marketing services iPaaS an agency will have the ability to duplicate common workflows with ease and customise where necessary. This is done without the need to log in to different systems for different clients. Instead, it only requires one login and authentication to retrieve the data via APIs. 

What would this process look like?

• Firstly, the digital marketing agency is commissioned by a new client to help them understand their Facebook marketing efforts.
• Next, they are granted access to the client’s Facebook Ads account.
• Then, with this authentication, a workflow can be created in the marketing service iPaaS. This will extract the ad data and send it to a centralised database.
• These workflows are custom to each client and will transfer their information to a central data-storing solution.
• The agency will analyse the data to find patterns and trends. Then add this information to a custom dashboard for each client. 
• The dashboard will feature and track the digital marketing KPIs that matter to the specific client. As well as report on metrics that drive their revenue and sales in real time.

With the data present in one location the client can check and see how their social media marketing is performing. As well as how it is driving results for their business. 

Automate your Agency with Ease

Automate and accelerate your agency by creating, managing and delivering client data automation in one single system. This means a digital agency will stop logging in and out of different client systems. As one authentication means the workflow can continually access the data and add it to where it is needed for analysis. This is a repeatable process so you can rinse and repeat the workflow with relevant client authentication and customisation. 

This will help to eliminate the dreaded toggle-tax, manual data entry and instead drive revenue and improve efficiency. 

Essentially, a marketing service iPaaS (integration Platform as a Service) such as ConnectorEngine enables you, a digital marketing agency, to perform your service efficiently on behalf of your clients in one system.

Check out our library of Connectors and get in touch to learn more about how ConnectorEngine can help you!