As a marketing agency with multiple clients, it\u2019s crucial to be organized.<\/p>\n
When you\u2019re running several projects \u2014\u00a0with numerous stakeholders involved \u2014\u00a0you need to have a system in place that not only keeps you and your team on track but also ensures that your clients are kept in the loop, too.<\/p>\n
This means working within a structure where:<\/p>\n
Of course, depending on how many clients you are working with, the management of these tasks can quickly get messy.<\/p>\n
This is why it\u2019s a good idea to use agency project management software.<\/p>\n
Agency project management software is specifically designed for marketing agencies to stay on top of their projects, particularly if there are several of them running simultaneously. Ideally, it should integrate with your existing marketing and analysis software, and allow you to streamline your reporting processes.<\/p>\n
However, it can be tricky to know which software is the best fit for your company \u2014\u00a0and which is the best suited to your individual needs.<\/p>\n
Therefore, in this article, we\u2019re going to discuss the 15 core features that your chosen toolkit should always contain.<\/p>\n
Here\u2019s what you need to check for:<\/p>\n
Planning and allocating resources is a fundamental element of agency project management, as you need to know what tools the project is going to require, and how much time \u2014\u00a0and money \u2014\u00a0they are going to consume.<\/p>\n
Semrush can certainly help with this, with the new \u2018Tasks\u2019 feature in\u00a0Client Manager<\/a>\u00a0making the process simpler than ever. Not only does it allow you to create tasks within the Semrush system, but it also enables you to estimate the time needed to complete these tasks and evaluate the subsequent costs.<\/p>\n This ensures that you have a good idea of what is viable timewise, as well as where the bulk of your costs are likely to go.<\/p>\n Having each client\u2019s data and information in one centralized place can save you a lot of headaches, both in terms of ease of access and minimizing potential data errors.<\/p>\n With this in mind, our Client Manager tool has now been integrated with our Projects tool, so that you can access each client\u2019s entire dataset through the \u2018Projects\u2019 tab. Not only does this mean an end to back-and-forths between reams of spreadsheet data; you don\u2019t even have to flit between Semrush tools! Everything is good to go in one place, saving you time and effort.<\/p>\n Any self-respecting marketing agency project management software should allow you to monitor and assess the progress and impact of the client work you are doing. This is crucial not only to have a better understanding of what is going on but also to be able to illustrate your successes and your difficulties to your clients.<\/p>\n Semrush has several dashboards that can provide an overview of these KPIs, including a project-specific overview dashboard. Depending on the core focus of the work you\u2019re doing, there are numerous other area-specific dashboards, too, for:<\/p>\n This makes it easier to locate and consult the key data you\u2019re looking for at any given time.<\/p>\n Once you\u2019ve deduced the tasks that need doing \u2014 whether they are recurring or just one-off project tasks \u2014\u00a0you need a way of assigning them to your relevant team members.<\/p>\n This can involve a lot of cross-checking on spreadsheets \u2014\u00a0unless you have an ad agency project management software that does it for you.<\/p>\n As well as the ability to create and assign tasks, it\u2019s important that your creative agency\u00a0project management software allows you to prioritize them, too. This ensures that the most pressing things get done first, and lets everybody know what is urgent and what isn\u2019t.<\/p>\n Client Manager has this capability, enabling you to set one of three priority settings (high, medium, and low) for each task that you create, as well as a deadline.<\/p>\n A calendar may sound like a basic requirement, but it\u2019s an important one. It allows you to plan out key stages of a specific project, and to denote important events in your client relationships.<\/p>\n It also allows you to keep all these plans and reminders in one place, for each or all of your clients.<\/p>\n Collaboration and communication are the cornerstones of effective project management as, without them, teams are unable to operate on the same page. This means that certain tasks may get overlooked, or certain team members may be unsure of what exactly they should be doing. Either way \u2014\u00a0your output will suffer, and your clients are unlikely to be impressed.<\/p>\n Semrush can help ensure this doesn\u2019t happen. For example, let\u2019s say you need to produce a blog post for a client on a particular topic. After you have used the\u00a0Topic Research<\/a>\u00a0tool to find a suitable angle, you can then send that card directly to the writer on Trello.<\/p>\n Alternatively, you can\u00a0leave notes<\/a>\u00a0for your colleagues on certain graphs within the Semrush toolkit, cutting down on more time-consuming means of collaboration.<\/p>\n Whenever you perform a task, update a calendar, or create a template, it\u2019s important that other stakeholders \u2014\u00a0be they colleagues or clients \u2014\u00a0can easily access and review what you\u2019ve done.<\/p>\n Semrush has several file-sharing capabilities that allow you to do this quickly and efficiently.<\/p>\n These include\u00a0sharing your SEO content templates<\/a>\u00a0in\u00a0SEO Writing Assistant<\/a>\u00a0and generating report templates in\u00a0My Reports<\/a>.<\/p>\n You can also use the \u2018Collaboration\u2019 feature in Content Audit to work together with invited participants in a Google Document.<\/p>\n Semrush for Project Management<\/p>\n Plan projects for clients, do marketing, track and share results<\/p>\n<\/div>\n As we have already touched upon, it\u2019s crucial to be able to track your progress and demonstrate the results of your work to your clients. Compiling your own reports can be a lot of extra work, though, which means your chosen project management tool should ideally offer you the option to customize and export your reports quickly and easily.<\/p>\n Semrush\u2019s\u00a0My Reports<\/a>\u00a0tool does exactly that, allowing you to export data from any analytical tool directly into a tailored report. You can also\u00a0brand these reports<\/a>\u00a0and create your own custom layouts, before easily sharing them with clients (and\/or colleagues).<\/p>\n You can also present the results of your work directly via the tools themselves with the\u00a0Present Mode<\/a>\u00a0feature, which hides all your other client projects. This allows you to speak in real-time with your clients, helping you to build closer relationships and adding more weight to your communications.<\/p>\n As touched on in the previous point, compiling reports for your clients can be time-consuming. This is particularly true for recurring reports, whereby the goal is simply to update a particular client on their project\u2019s performance on a daily, weekly, or monthly basis.<\/p>\n My Reports saves you the trouble of updating and sending these reports by enabling automation. All you need to do is select the frequency of the report, and the data within it will automatically update (depending on your original configurations).<\/p>\n There will also soon be a Client Portal option as part of the\u00a0Agency Growth Kit<\/a>, where your clients will be able to access all their reports and track their website performance in one place. So, watch this space!<\/p>\n As your agency grows, you need to ensure that your creative project management tool has the capability to grow with you. You don\u2019t want to be overhauling your system to keep up with changes; you want to be able to transition seamlessly, as you add to the scope of your projects and the size of your clientele.<\/p>\n As its name suggests, the\u00a0Agency Growth Kit<\/a>\u00a0is designed with scalability in mind. When you sign up for it, you get unlimited access to Client Manager, allowing you to build your client list without restriction. There are also opportunities to upgrade your wider Semrush account in line with your growth, ensuring that you are equipped to meet any increases in demand.<\/p>\n In the modern business landscape, enterprises are increasingly realizing the benefits of operating on the cloud, and software as a service (SaaS) is a big part of that. Indeed, core benefits include:<\/p>\n Semrush is an entirely cloud-based SaaS solution that ticks all of these boxes, which means that your agency can save significantly on time, money, and IT resources.<\/p>\n Data security is another crucial issue that modern enterprises are having to deal with, and this is especially true for agencies. Your clients are trusting you with their sensitive data, and they need to know that it is being stored and protected accordingly.<\/p>\n Semrush does not use your clients\u2019 data for any purpose, and it is\u00a0stored, managed, and protected<\/a>\u00a0in compliance with GDPR and PDI CSS.<\/p>\n When you\u2019re managing projects, it can be confusing and time-consuming switching back and forth between different programs or tools. Integrated software can help to solve this problem and considerably ease both your workload and your ability to provide quicker, better, and more intuitive solutions to your clients.<\/p>\n Semrush currently\u00a0has extensive integrations<\/a>\u00a0with Google Search Console and Google Analytics, as well as Google My Business and Google Disavow Tool. There are also:<\/p>\n If you\u2019re encountering problems with your project management software \u2014\u00a0or you\u2019re unsure how something works \u2014\u00a0then it\u2019s not just you that\u2019s affected: your clients are, too! As a result, it\u2019s vital that your program is supported by a reliable customer service department that is responsive and reachable.<\/p>\n Semrush provides dedicated 24\/7 support, as well as:<\/p>\n Finding a software package that can deliver on all these features is challenging, but \u2014\u00a0as you can see \u2014\u00a0Semrush does just that. It is one single platform that enables you to:<\/p>\n All this means that you:<\/p>\n Not bad for\u00a0just<\/em>\u00a0a digital marketing tool, right?<\/p>\n","protected":false},"excerpt":{"rendered":" Project Management Software for Agencies As a marketing agency with multiple clients, it\u2019s crucial to be organized. When you\u2019re running several projects \u2014\u00a0with numerous stakeholders involved \u2014\u00a0you need to have a system in place that not only keeps you and\u2026<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[112],"tags":[],"class_list":["post-14325","post","type-post","status-publish","format-standard","hentry","category-blog"],"_links":{"self":[{"href":"https:\/\/alienroad.com\/wp-json\/wp\/v2\/posts\/14325","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alienroad.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alienroad.com\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/alienroad.com\/wp-json\/wp\/v2\/comments?post=14325"}],"version-history":[{"count":0,"href":"https:\/\/alienroad.com\/wp-json\/wp\/v2\/posts\/14325\/revisions"}],"wp:attachment":[{"href":"https:\/\/alienroad.com\/wp-json\/wp\/v2\/media?parent=14325"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alienroad.com\/wp-json\/wp\/v2\/categories?post=14325"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alienroad.com\/wp-json\/wp\/v2\/tags?post=14325"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}2. Centralized Client Data<\/h3>\n
3. KPI Dashboards<\/h3>\n
\n
4. Task Management<\/h3>\n
5. Task Prioritization<\/h3>\n
6. A Calendar<\/h3>\n
7. Team Collaboration and Communication<\/h3>\n
8. File Sharing<\/h3>\n
9. Progress Tracking<\/h3>\n
10. Report Automation<\/h3>\n
11. Scalability<\/h3>\n
12. Cloud Functionality<\/h3>\n
\n
13. Data Security<\/h3>\n
14. Integrations<\/h3>\n
\n
15. Customer Support<\/h3>\n
\n
Leveraging Semrush as An Agency Project Management Tool<\/h2>\n
\n
\n