In this age of tools and automation, your sales performance is directly linked to your tools and processes. With lead management automation, you can quickly increase your revenue by 10% within six to nine months.

To clinch more business deals, your sales team should consistently receive an uninterrupted flow of leads. With increasing competition, you can't overlook your lead management anymore. Businesses must fix their lead management processes, from lead acquisition to the time they are transferred to the sales team.

What Is Lead Management Automation?

Lead management automation involves everything that ensures that the leads are sales-ready before they are transferred to the sales team. Therefore, it involves acquiring leads, monitoring your prospects' behavior and online activities, and nurturing them into qualified leads. It's impossible without leveraging tools and technologies in B2C or B2B environments when you deal with a lot of sales data.

The only way to integrate sales and marketing is by leveraging technology because manual processes will not work in the current complex sales environment. It will also ensure that your sales team gets better quality leads without wasting precious time and effort.

To implement this, you need lead management and automation tools like DashClicks that will give you an edge over others. It will help you manage the sales pipeline more effectively, increasing productivity and revenue and decreasing the lead decay rate.

Here is how DashClicks' sales management & automation apps Deals and Inbound can help you!

How Does DashClicks Pipeline Management Work?

DashClicks is a popular sales and lead management software that automates your workflow with deal automations. It enables you to send custom emails and SMS messages to your prospects, taking all the manual burden off your sales team.

Moreover, with DashClicks' white-label platform, you can quickly change deal owners' information and even set reminders.

You can also customize the software so that it automatically triggers InstaSites and InstaReports formation, the other robust automation tools the platform offers to create instant websites and online marketing reports.

DashClicks' automated sales pipeline CRM dashboard lets you gain relevant insights and showcase your leaderboard. Together, it creates a truly transformational experience for your sales team.

The dashboard also enables you to track all deal automation history logs and separate the successful automations from the unsuccessful ones. So, you can retry and skip options and take even more actions.

Strategies to Improve Sales Productivity Using DashClicks Sales Pipeline and Lead Automation Tools

Known for having a direct impact on sales, the lead management and sales pipeline automation tools like DashClicks will not only boost your sales productivity but will also help you craft the right strategy. Here are a few techniques you can try.

1. Use a Robust Lead Tracking Tool

The most tedious and time-consuming task of sales pipeline management is lead tracking. It becomes even more exhausting when you have a high volume of leads from different platforms. Investing in DashClicks will make your life easier while tracking and nurturing leads.

It will help you manage your leads using a single dashboard and track your leads’ position in the sales funnel. It will also help you minimize the “leaks” and “lost leads” during this journey. The software also provides you with crucial data that will help make sales more efficient.

2. Use a Lead Scoring System to Prioritize High Intent Leads

DashClicks, the leading sales lead management software, will help you accumulate meaningful data that will provide you with solid signals about customer intent and interest. It will allow your sales team to identify the leads closer to converting, so they can make a separate list and prioritize them. It will save your salespeople a lot of time and boost conversions. An efficient lead scoring system will also help optimize your sales team's overall performance.

3. Focus On Impactful Lead Nurturing

Nurtured leads are 20% more effective in terms of the sales opportunities they provide than qualified but not nurtured leads. It is no wonder marketers emphasize engaging and interacting with prospects at every stage of their buying journey. Lead nurturing is the surest way to achieve a higher conversion rate. Besides boosting your sales numbers, it also helps increase customer loyalty, which alone pays off in the long run.

4. Maintain Constant and Effective Communication

Automation shortens the lead response time. Lead nurturing helps you understand customers' needs in a crystal clear manner so that you can plan more targeted messaging. DashClicks' sales pipeline and lead automation software allows you to send emails and SMS automatically to your prospects. Right messaging speeds up the process of conversion in the sales funnel.

Here are the four major automations that DashClicks offers –

• Email Automation
• SMS Automation
• InstaSite Automation
• InstaReport Automation

5. Monitor Campaign Performance With InstaReports

Reports are the soul of a digital marketing campaign. DashClicks’ InstaReports automation tool generates professional-grade reports illustrated with easy-to-grasp graphs and charts. These reports provide the insights you need to tweak your campaigns and eliminate the wasteful and unproductive processes and practices.

They also help you assess the performance of your sales and marketing teams. So, you can quickly identify the weaknesses in your sales plan and reprogram it to yield better results.

Final Words

With the advent of automation and a gradual phasing out of manual processes, you can quickly increase your sales team's performance using robust lead management and sales pipeline management software. Furthermore, it eliminates the chances of error when dealing with copious amounts of data.

DashClicks' Deals and Inbound Apps are specifically designed for high-wired sales teams and provide working solutions to the major challenges faced by them on a daily basis. DashClicks' automation tools take all the load off your shoulder by helping you automate lead communication in different stages of their buying journey.  

Online marketers have access to a full range of website data and analytics, which come from various resources such as Google Analytics, SEO tools, and other platforms.

The analytics data will greatly help if you use the appropriate metrics to get the correct insights. You should drive your primary data from different marketing channels.

For example, you should find the following information.

• Your best-performing posts on social media and how people land on your website.
• The top landing pages that are converting the most customers.
• The areas of improvement and where to put in more efforts to optimize your campaigns.

In this article, we will define data-driven marketing, its scope, and its benefits. Additionally, we will provide some tips and how to use data-driven marketing to the fullest to improve your digital marketing and overall profits.

Case Study of a Winter Apparel Store

A winter apparel store selling clothes worldwide was struggling with the most suitable type of advertising medium and timing. As the product was used during a specific time of the year, they realized they were wasting a lot of money advertising all year round. Finding the best time to start advertising campaigns in different areas of the world was essential.

Off-season sales happen only in certain products that are considered expensive, and these purchases are carefully planned. Most people don't buy FMCG products far ahead of time.

Unplanned and heavy online advertising resulted in reduced profit margins. They needed to identify the best time to run their advertisements in different locations worldwide.

For this, the company created two datasets. In the first dataset, they created a custom dashboard that included information about the purchase time and the buyer's location.

They created another dashboard to provide the information related to the weather data for those specific locations where their customers were mainly based.

Analyzing these data sets quickly led to information about the ideal time of the year when people started planning to buy their winter outfits.

When they started using this information to plan their online advertising, it significantly reduced their advertising cost. Apart from the advertising cost, the store could better manage its stock levels and drive a higher ROI for the company.

It means less warehouse inventory, less maintenance, and better delivery control.

It is impossible to achieve without conducting a data-driven analysis. A data-driven approach is also effective in analyzing consumer habits and purchase patterns. It helps you plan and implement effective strategies to boost sales and decrease expenditure.

What Is Data-Driven Marketing?

Businesses use data-driven marketing, leveraging the power of data and analytics to make better marketing decisions to improve overall profits. It also helps you to enhance your branding, customer experience, and online visibility. The key to successful online marketing is personalized communication for different customer segments.

Data-driven marketing also helps you measure results, optimize campaigns, and quickly take corrective measures.

What are the Benefits of Data-Driven Marketing?

Data-driven marketing can improve your ROI and overall business performance. But apart from it, it has multiple benefits. It helps you to segment your customers, target their messaging and personalize your campaign.

When you make informed decisions, your marketing becomes laser-sharp, achieving much better results.

The other benefits are as follows.

• It helps you better utilize your time and resources, which is crucial to your success in any business.
• Data-driven marketing helps you to understand your customers better. It is the key to improving marketing campaigns with better targeting and effective strategies.
• It also helps you to identify new markets and growth opportunities. By analyzing the purchasing habits and current trends, you can quickly identify new markets and the need for new products to bridge the gap in the market.

What Is a Data-Driven Marketing Agency?

A data-driven marketing agency uses data to make its critical marketing decisions, including the selection of the most effective marketing channels and messaging to use for your target audience.

When you hire a data-driven marketing agency, you are confident that your hard-earned money is not wasted on experimentation. Your campaigns are fully optimized, and your marketing strategies are incredibly effective. It also ensures you hit the right audience with your messages instead of doing guesswork and praying for your campaigns to work.

A data-driven marketing agency ensures your clients receive value for their marketing spending.

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How to Do Data-Driven Marketing?

In a data-driven marketing environment, data is analyzed before making any decision.

To effectively implement a data-driven marketing campaign, you need the following things.

1. A Robust Reporting Tool

To use customer data, you need to have a proper collection and storage strategy. It would help if you had a robust reporting tool for that.

Pro Tip: You can use the DashClicks InstaReports tool to get the best insights and tips to improve your campaign. InstaReports is an automated tool that can gather information from numerous third-party tools and platforms and generate a report in seconds.

2. Data Analysis Skills

Raw data is of no use. You need valuable insights and discover trends; for this, you must have advanced analytical skills.

3. Ability to Take Action Based on the Insights

You need the necessary skills and experience to take the required action based on these insights. So, you can create new marketing campaigns and tweak your existing campaigns and approach.

4. Willingness to Take Risks and Experiment

Data-driven marketing is inspired by innovation and a willingness to learn and take risks. If you're not ready to experiment with new things and explore unchartered territories, it will not work. There are endless possibilities, and you should be willing to take calculated risks.

How to Analyze Digital Marketing Data?

When you analyze data, you know what works and what doesn't. So, phase out the wasteful or weak strategies and replace them with the most effective ones.

Data-driven marketing provides you with the right kind of information that you can use to make your campaigns more effective. There are many ways you can use your data to get valuable insights.

Here are a few such tips:

1. Optimize Your Website for Bounce Rate and New Keywords

The success of your website largely depends on how you optimize it for new keywords and the bounce rate. Google does not like web pages with a high bounce rate as it indicates that the visitor didn't find the information interesting and relevant. Your keyword choice can also be a sign of poor targeting and substandard content.

That's why you should continuously experiment with new keywords and trends to create the content your audience is looking for. You can use Google Analytics to find out your bounce rate.

A high bounce rate often indicates that users' search intent is not fulfilled, so avoid using wrong keywords at any cost. Using relevant keywords is the key to success.

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2. Improve Your Content Quality

If you are not getting enough traffic on your web pages, your content quality is not up to the mark. Make sure your content offers value and addresses the pain points of your customers.

You can effectively use marketing data to check whether your content is providing value to your audience or not. There are several metrics that you can use to check the engagement levels.

3. Use Audience Analytics to Target the Right Audience

A data-driven organization is always interested in audience analytics because this is the only way to attract the right people and spend your money on the proper channels.

You can use social media analytics i.e., Facebook and Twitter analytics, because many people engage with you on social media. Social media analytics also gives you ample information about your audience, including the demographics and habits of your customers.

It also includes the information related to the products and the content your audience is interested in.

Pro Tip: You can use DashClicks' social media dashboards to get the desired information.

4. Take a Local Approach if NeededĀ

Switch to location analytics if location-based marketing is essential for you. Location-based advertising and marketing also provide you with an edge over your rivals.

If a large portion of your audience lives in a specific location, you can use these insights to create localized content and targeted messaging to drive the best results.

5. Use Customer Journey Insights to Optimize Your Touchpoints

A customer goes through various stages and uses different touchpoints when interacting with your brand during his journey. Knowing these touchpoints and customer journey stages is crucial so you can use them in your marketing strategy.

Ā You can use social media analytics and search engine analytics to get to know the devices they use and the content they like to consume. It will also give you a fair idea of the returning customers.

Such insights will make your marketing more effective. It will also help you to clear the roadblocks your customers come across and the concerns they might have before they decide to purchase from you.

These data points will also provide helpful information about the issues in your website, the main areas of friction, and the pages customers are bouncing from.

Final Words

You can use the vast data available through various sources to optimize and improve your digital marketing strategy. You can use DashClicks’ dashboard to get the wealth of information at your fingertips. It’s possible because of the numerous third-party integrations the platform allows and its robust automated reporting tools that can create digital marketing reports within seconds.

Do you know the two major pain points for small-scale agencies? These are data retrieval and client reporting processes. So, congratulations that you have decided to automate your data retrieval and client reporting processes using a white-label platform and software.

To seamlessly execute your daily tasks and manage the workflow, you need to work on different platforms, access data from other sources, and access the login credentials of numerous third-party apps and software.

The smart step is to focus on your agency's growth, so you should invest your precious time in marketing and other essential activities that will help you grow and expand your market.

If you are busy taking screenshots and retrieving data all day long from multiple channels to prepare reports, you're wasting your productive hours. It's not smart work; instead, it is imprudent!

This article will help you share your client reports in no time using the power of automation.

About DashClicks' White-Label Platform

DashClicks' white-label platform helps you scale your agency by not just automating the workflow but also through the fulfillment services. The fulfillment services include all digital marketing services such as SEO, PPC, social media advertising, email marketing, content marketing, website development, etc.

Still, DashClicks' platform is available free of cost for limited use. However, if you want to serve multiple clients and campaigns, you can opt for a premium account.

So, you can be an agency owner, even without hiring expensive full-time professionals. DashClicks will assist you throughout your journey.

Watch this video to learn what DashClicks is and what services it offers.

How to Use the Free Trial?

Before moving on, kindly watch this video to learn how to build a successful digital marketing agency from scratch.

DashClicks' free trial doesn't refrain you from using any of its major premium features. However, it's for limited use. You can always upgrade it if you are using it to manage your campaigns. This way, you can drastically save your time and money spent on time-consuming & repetitive tasks that are a part of the daily grind in an agency.

Here's how DashClicks' free trial offer works.

Go to the DashClicks website and sign up for its white-label platform.

Signing up for an account is free, and DashClicks will never charge you for a base account. You will only be charged if you upgrade to the Pro plan or above.

Once the signup process is complete, you'll be directed to the dashboard.

DashClicks Starter Kit

If you are new to DashClicks, this video will give you a sneak peek at the platform and how it works.

From the top right corner of the dashboard screen, go to settings.

YouTube Video: New User Dashboard Crash Course: 4:10

On the settings page, you will find many options to add your custom domain, fill up your business profile, upload your branding, logo, etc., and change your business settings.

Apart from that, you can manage various third-party account integrations here, so you can import data directly into the DashClicks dashboard to generate automatic reports, etc.

On the settings screen, you can set up a payment and access all the useful apps such as:

• Contacts App
• Deals App
• InstaSites App
• InstaReports App
• Sites App
• Templates App
• Projects App
• Analytics App
• Forms App
• Inbound App

You can also visit White-Labeled Fulfillment Store here and order quality white-label SEO and digital marketing services. It helps you remain lean and thin while staying profitable.

Through the fulfillment store, you can order all digital marketing services such as SEO, PPC, social media advertising, email marketing, content marketing, website development, etc. We have a comprehensive team of full-time digital marketing professionals, so you get the best value from our services.

With DashClicks' forever free account, you get free unlimited features such as:

For more details about pricing and features, please visit our pricing page.

How to Use the Dashboard Application?

You can treat the Dashboard application as the home page for your entire platform experience. It gives you a bird's eye view of your campaigns and performance.

You can fully personalize your dashboard page to adjust the page view as per your needs. It means you will quickly get the most important updates as you open your account.

Accessing the Dashboard App

The Dashboard acts as your default homepage for the platform. So, even if you change the settings, you can navigate back to the dashboard using the app drawer in the top right corner. Here is what the app drawer looks like.

The dashboard provides you with the summaries of your campaign, so it's the easiest to navigate. Each widget is separated by easily visible boxes.

When you click the Deals app widget button, you get the option to customize the data displayed on the widget according to the specified period.

You can edit your Dashboard by clicking the Edit button in the top right corner. This way, you can customize your dashboard view.

You can also drag and drop any widget above, below, left, or right of other widgets to customize your view per your preference. After that, click on Save in the top-right corner.

You can create custom client dashboards and reports on the DashClicks platform. The data updates in real-time. Creating a dashboard is the prerequisite for using a white-label platform as it's the central location where you can manage the entire platform.

Here is the complete DashClicks software tour for your reference -

Final Words

DashClicks is a one-stop solution for every need of a digital marketing agency. You can use the DashClicks dashboard for everything from performance evaluation of your campaign to sending reports and fulfillment of digital marketing solutions such as SEO, PPC, social media, email marketing, reputation management, local directory listings, and content marketing. So, sign up for a free account today and benefit from this incredible white-label platform.

Gone are the days when automation sounded like a luxury for businesses. Automation has transitioned from a luxury for larger enterprises to a necessity, so even small companies are rapidly implementing it to stay agile and competitive.

In this article, we will discuss how you can increase your digital agency's sales by using three popular DashClicks automation tools, i.e., Deals, Contact & Inbound apps.

But, first, let's discuss what process automation means and the benefits of adopting it.

What Is Automation?

The dictionary meaning of automation is a technique, operating system, or method of managing a process using automatic tools to mitigate human intervention.

In simpler words, automation is using software applications to automate business processes so that we can minimize the need for the human workforce.

Through business automation, we can replace labor-intensive business processes saving time and effort.

What Is Automation Software?

Automation software is applications developed to handle menial and repetitive tasks usually handled by humans. So, it minimizes human input, providing us with more time to do jobs requiring logic, critical thinking, and creativity. Automation software is used in multiple industries. By enrolling in an Automation Testing Course, professionals can gain the skills to efficiently test these automated applications, ensuring they work reliably and help organizations improve software quality and productivity.

Sales Automation Software

When you automate your sales process, you split sales into a few simple steps and automate these tasks using a software program. You can automate tasks such as lead capturing, email marketing, deal or sales pipeline, and contact management.

Here are some of the best sales automation software to help increase your agency's sales -

1. Using the Deals App

Sales pipeline management can be a big hassle for startups and agencies. You need to keep a tab on actions taken on leads, their position in the funnel, and the strategy you need to convert them. You may quickly lose leads if you don't manage them properly. The Deals application is a powerful tool that the DashClicks' white-label platform offers.

This app helps you create a variety of sales pipelines so that you can visualize your sales funnel and path to closing deals. It will also allow you to track deals.

You can break this journey into many steps using the Deals App. It comes in handy while managing tasks and tracking performance at different stages. It will also help you identify the salesperson accountable for a lost lead.

You can watch this video to learn how to use this app.

How to Access the Deals App?

You can easily access the Deals App from the DashClicks dashboard. Login to your DashClicks accounts, go to the app drawer in the top right corner and find the Deals icon.

Go to the Deals app >>Click on the My Deals tab to navigate the app.

On this page, you'll be able to see your latest sales pipeline and your active deals.

Can you see some solid color lines here in the first row? It suggests the stage of the pipeline your deal is in.

Here is the list view of your different deal stages -

When you click on a specific stage, you will see an expanded view of the individual deals available. Using the search field, you can also search for a particular deal by name.

You can easily export this deal using the Export button into a CSV file.

Click on the "+ New Deal" button next in the menu to create a new deal.

Using its user-friendly menu, you can easily add, edit, or reorder a sales pipeline.

Deal Automation

Deal automation is the most incredible feature of this application. For each new deal, you can automate the most repetitive and tiring tasks the salespeople are assigned while working on a pipeline. These tasks include sending follow-up emails, text messages, and reminders. Manual execution of these monotonous and tedious tasks may lead to human errors.

You and your team can save time by utilizing the Deal Automations feature. Here are four related automation offered by DashClicks. Click on each link to know more about them.

• Email Automation
• SMS Automation
• InstaSite Automation
• InstaReport Automation

You can automate reporting through the reporting tab. To keep the record, you can utilize automation logs.

2. Using the Contacts App

Adding profiles of individual and business contacts helps you integrate valuable information that you can use in your campaigns, notifications, and templates.

Similar to the Deals app, you can access the Contacts app from the app drawer icon of the dashboard.

Here is how you can navigate the Contacts app. Enter the details of people, businesses, and filters, in this app for better contact management.

You can use "+ New Person" to add new people and "+ New Business" to list new businesses in the app. The contact preview looks like the following screenshot.

The app has several features, but the four most prominent features are:

• Add a Business Contact
• Add a People Contact
• Use Your People Contact Records
• Use Your Business Contact Records

The Contacts app automates contact management and saves you a lot of time and hassle.

3. Using the Inbound App

The Inbound application is a blessing for digital agencies as it helps them become the sales rockstar. With a focus on lead generation, this app will help you set up and integrate campaigns.

If you use various third-party platforms, the Inbound app will help you create new campaigns in the app. The app allows you to assign sales representatives to new leads, further streamlining the sales process. The app will send automated notifications to your teams with the updates on those leads, so the teams can better track their performance and take the most appropriate course of action.

It also makes adding fresh leads to your sales pipeline a cakewalk. The reporting feature of the inbound app helps you track and record the details of the phone calls. The app will notify you about fresh leads if a form submission happens.

You can watch this video to learn how to use the Inbound app.

Accessing the Inbound App

You can easily access the unbound app through the app drawer available in the menu.

You can easily track your leads from the My Lead page. The dashboard looks something like this:

If you choose "Phone Call preview," you can listen to calls or messages. If you select "form submission," it will provide you with all the form responses the user provides. You can easily customize your Inbound app by clicking on the "Customizing the Inbound App" tab.

You can also see a campaign overview in the Inbound app and get the details such as the date it was created, the number of leads generated so far, integration type, and notifications.

Create a new campaign by clicking on the "+ New Campaign" button.

Here are some campaign types you can create in the Inbound app.

• ClickFunnels
• Facebook Ads
• Instapage
• CallRail
• Forms

You can use the reporting feature to get breakdowns of campaign performance. You can use the following filters:

• Phone calls
• Form submissions
• Total leads
• Leads by date
• The lead count per sales representative

The app allows you to filter by leads, integrations, or sales reps. So, it brings all your leads-related information to your fingertips, and your team can significantly benefit from it.

Final Words

DashClicks' white-label platform provides you with an unmatched marketing and sales ecosystem through which you can run campaigns, track the performance of your sales team, optimize your campaigns, and ultimately boost your sales. It also helps you in customer retention and increasing brand value. DashClicks' Deals, Contact & Inbound apps can be a game changer for your agency's sales performance.

Reporting is an essential but perhaps sometimes tedious task, as it consumes your productive hours. Tackling complex data might take a few hours to several days, depending on the number of clients you have.

If your agency client needs a smaller reporting frequency, i.e., weekly, it might become quite taxing for your team. What makes it even more challenging is that you need to be meticulous while preparing those reports as marketers use them for critical decision-making.

What Is a Reporting Tool?

A reporting tool for an agency, or marketing reporting software, is a system that fetches information from various channels and re-arranges it in graphics charts, tables, and visual presentations. It makes the complex information easy to understand, interpret and consume for better decision making.

If you want to turn your agency into a reporting powerhouse, here are a few tips:-

1. Customize Your Dashboard

Different clients have different priorities, so you need custom metrics for each. However, one thing is common among them - most want to evaluate their performance across various channels. You can combine data from different integrations into a single exclusive metric to communicate the campaign performance as per the client's requirement.

Custom metrics give you the needed flexibility because generalized metrics only give you an approximate idea of what is happening.

DashClicks uses multiple metrics and integrations to present data into one organized dashboard. So, you can see your campaign performance according to other channels. All you need to do is drag and drop the items to communicate your campaign's success.

2. Manage Everything From a Single Dashboard

Too much data can lead to analysis paralysis, which is why most clients prefer to keep it minimal. They find it convenient to control everything from one dashboard. It allows you to pull necessary data and use the relevant metrics for crucial decision-making through numerous integrations.

Using a visual dashboard, you don't need to look further. It can paint a good picture of how your campaign is faring.

It allows you to use the specific metrics you should track. Marketing today has become highly complex with too many channels, increasing competition, and exploding volumes of data. You might need to switch between platforms, consuming a lot of time extracting the information you're looking for.

Using a platform like DashClicks, you can easily connect numerous digital marketing channels in a few clicks. DashClicks offers 30+ integrations with channels such as Facebook ads, Google Ads, Google Analytics, Google My Business Insights, etc.

You can combine these channels with digital marketing tools such as a keyword rank tracker. Besides a white-labeled dashboard and fulfillment services, DashClicks offers a whole marketing ecosystem for agencies. Its software apps such as Contacts, Deals, Analytics, Inbound, and InstaReports come equipped with built-in tools.

It will make your life easier!

3. Use Storytelling

You can make your reports even more engaging by storytelling. It is the desired value addition you can provide to your client. You can set goals and keep clients updated on the campaign's progress by highlighting the achievements.

If you fail to communicate your successes, your clients will never realize the value you're offering. Furthermore, you can use data and visual elements to tell the brand's success story, saving time and increasing engagement. It's also suitable for your agency's branding.

4. Make Your Client Feel Special Through Personalization

Adding personalized insights and commentary to the report is an excellent way to make your clients feel special.

You can easily do it on your custom dashboard by adding specific comments for each section in the report and providing an overall campaign summary at the end. Based on it, you can also make recommendations that will make decision-making easier for your clients. If there are any unusual data patterns, you can highlight them, and your clients will appreciate that.

Source: Video (Time - 2:10)

To ensure more accuracy while automating your reports, you can set up mechanisms such as getting prior approval for each report. A brief review will make sure that the report doesn't miss anything.

Pro Tip: It's a good idea to double-check each report's content before they are automatically sent to the client so that you can find the opportunities to upsell and identify the faults in the campaign. A brief review of your report can significantly enhance your report's face value by opening the doors for upselling and improvement in the campaign.

5. Use Visual Elements

Sometimes your clients cannot interpret the complex reports because they are unaware of the specific metrics used. It often happens because they don't have the time to study marketing and the related jargon.

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Data visualization will go a long way in helping such clients. Your visuals should be arranged in a story format with different scenes that weave an exciting story together.

Visual elements can make the report lucid, clear, and precise, so even a naive person can interpret it.

Search online for marketing report samples and see how you can creatively use visual elements to present stats and facts in your digital marketing reports.

6. Organize and Streamline Your Workflow

Streamlining your workflow inside your agency is a crucial step you need to take to scale and grow your agency, and it begins with effective delegation. Therefore, you should learn to delegate smartly.

Using a white label platform helps you seamlessly delegate tasks. You can create staff accounts on your white label platform and assign them different campaigns.

The platform provides them access to the tools they might need during the campaign. DashClicks allows multiple employees in your agency to access their platform using different login credentials. So, they can use it according to their needs, improving the workflow.

The platform will also allow you to track your agency's overall performance on different campaigns. You can improve the overall performance of your ad agency and its success rate through intervention.

7. Make It Easy for Your Clients to Access Their Data

One significant advantage of using a white-label platform is that it builds trust by offering tremendous transparency.

With the rising trend of on-demand services, most customers want to access their data per their needs.

DashClicks provides you and your team members with access to its dashboard. So, your clients can log in and see their campaign performance in crisp detail.

It simplifies client management and makes it convenient for your clients to review the campaign performance across different channels in one place.

It also allows you to navigate different accounts and find the information you want in a few clicks.

8. Share Reports in Different Formats

You can export digital marketing reports in various formats such as XLS, CSV, and PDF. You can also send it through email.

You can use these formats for ease of use and convenience for different clients.

You can directly share them from the dashboard using marketing reporting software like InstaReports, which can generate the entire campaign report within a few seconds.

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InstaReports is a highly convenient reporting tool for agencies that saves them time and effort. You can utilize this time in other productive ventures such as marketing and project management. The reports created by InstaReports are easy to understand and full of graphics and illustrations.

9. Use Pre-made Templates With DashClicks' Template App

DashClicks' Template App offers many dashboard templates, such as email and SMS templates. You can choose them according to your convenience and priorities in the marketing ecosystem.

These templates allow you to personalize your messaging by injecting data from apps, team users, contact records, and other data sources.

Final Words

DashClicks' automated reporting system is a game changer. Make life easier for you and your clients and save countless hours doing repetitive and monotonous tasks such as generating reports.

With numerous integrations and an intuitive dashboard to find the data you are looking for, you can easily track your campaign's performance through DashClicks' white label reports. These reports can be the greatest weapons in your arsenal for decision-making.

SEO software can be the most deadly weapon in your arsenal if you run a digital marketing business. So before you sign up for a subscription, make sure that the software has everything you need to run your business processes and that it's compatible with your pre-existing technologies.

So what are the benefits of using an SEO software?

Digital agencies always struggle while offering quality SEO services. It begins with finding clients for your agency. It would help if you had qualified SEO leads that you could nurture, engage and convert to maintain a steady revenue stream.

Businesses need traffic, leads, and sales from the web. SEO can help you with that, but it's not a cakewalk, so you need a robust SEO software program to help you.

Later, you will need to monitor your clients' campaigns and ensure they also get qualified leads for their businesses.

So, the best SEO software will address your pain-points and help you manage your workflow.

How to Find the Right SEO Software for Your SEO Business?

An SEO tool is not just a piece of software but the extension of your team through which you can perform repetitive tasks and handle numerous activities in the agency environment.

It makes your teams more productive and efficient. If you are successful in selecting the right tool, your growth is almost assured. So, without further ado, go through this SEO Software Guide and learn how to find the right SEO software for your agency.

1. Identify Your Pain Points

Identifying your pain points before selecting an SEO software is essential. Sometimes, all an agency wants is to automate a process, but most agencies need tools to manage and organize the information received from different channels. Some of the pain points agencies face are as follows:

• Organizing contact information
• Measuring campaigns
• Nurturing leads
• Conversion
• Tracking keywords
• Automate processes

2. Enumerate Your Agency's Workflow

Mapping out your agency's workflow is essential before buying an SEO software tool. Having a fair idea of your business processes and pain-points always helps find the right solutions.

Write down your agency's daily routine, including its activities.

For SEO agencies, these activities can include managing communication, lead generation, following up on leads, tracking campaigns, generating reports, on-page, and off-page SEO, and more.

Once you successfully map your agency's workflow, identify where you need help to minimize the time and effort involved.

Pro Tip: Using DashClicks' white-label platform and fulfillment services, you can do all these things efficiently and even set reminders for your team to do a certain task.

3. Does It Allow You to Conduct Competitor Analysis?

It's essential to dissect your competitors' SEO strategies and using that information, formulate a robust keyword and content strategy to achieve top rankings. It becomes even more crucial given the rise in shady marketing and SEO practices today.

Understanding Your Competitors' Backlink Profile

The right SEO software will also tell you about your competitors' backlink profiles and how their content is faring on different platforms. Your site authority largely depends on your backlinks. So, you can make a long-term plan to reach out to those websites with links pointing to your competitors' websites. It will save you both time and money in building quality backlinks.

4. How Good Is It for Website Auditing?

Website issues are akin to cracks in a new building. The sooner you fix them, the better it is for the website's health. Such in-depth SEO audits give you a host of facts and critical issues in your website. But, if you try to perform these audits manually, it will take ages to complete. Some SEO tools allow you to do audits of multiple websites simultaneously.

Some website issues that an audit can track are:

• Pages where users and search engines can’t reach, i.e., orphaned pages
• Missing page titles & meta descriptions
• Broken links
• Page depth, i.e., the number of clicks it takes to reach a page from the home page
• Page server errors

Pro Tip: DashClicks' white label website audit tool, InstaReports, automates this process and generates a user-friendly report based on these issues. These reports provide a complete blueprint of what needs to be done to remove these errors from your website and make it more feasible for search engines to crawl.

5. Does It Allow You to Find High-Converting Keywords for Content Marketing?

The failure and success of a website depends on your ability to find the right keywords. So, in short, it's not easy. Most SEO managers list specific industry terms based on search volume and competition on search engines. The criteria for choosing the keywords is that they should have a high search volume and low competition.

But, it's simply not enough. There are other factors too that should be taken into consideration. You should also differentiate those keywords based on "search intent."

The keywords seeking "free information" aren't the same as the ones used to "buy a product."

So, ensure that your SEO tool provides you with a wide variety of high-converting keywords for content marketing.

Finding New Keyword Opportunities

You may soon hit a wall with your existing keywords and wonder what to do next. A white label SEO software program allows you to discover the existing and new keywords your competitors are ranking for. The SEO tool will also provide related keywords to expand to new markets. Some tools can generate hundreds of keyword ideas instantly.

With numerous relevant keywords, you'll never fall short of keywords for your content, especially blog posts.

6. The Features Your SEO Software Should Have

Here are a few features that your SEO software should have:

A. Lead Generation Tool

Lead generation is tedious, and your white-label SEO software should simplify it. DashClicks' Inbound lead management software streamlines all the lead data and helps you manage all your inbound leads across multiple third-party platforms and distribute them among your sales team for instant follow-ups. The added advantage is that it comes with the deals app that streamlines all your sales activity, making it easy for your team members to collaborate better.

B. SEO Audit Tool

You need to perform an SEO audit to understand your client's problems and get insights into their website's SEO. It's an integral part of SEO services. Doing it manually can be extremely tedious and time-consuming, so it should come with the SEO software you subscribe to. DashClicks, a white label SEO agency, offers a complete SEO audit as part of its white label fulfillment services.

C. Lead Nurturing and Closing Features

As explained above, both the Inbound and Deals apps help you view your leads in the funnel along with all the necessary information and actions pertaining to those. It helps you nurture and close these leads.

D. Customer Relationship Management Feature (CRM)

Without a CRM, you might be losing numerous sales opportunities. When you sign up for DashClicks' white label services, you get access to our Deals app, a sales pipeline management CRM software that considerably simplifies lead and deals management for your sales team.

E. Data Analytics Feature

Without analytics, all that you're doing is just shooting in the dark. That's why your SEO software should have an advanced analytics feature. When you sign up for DashClick's white label platform, you can access our advanced analytics software that tracks and reports on all your marketing campaigns in one place.

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F. Report Builder for Clients

Lastly, reporting is an immense pain for agency owners and their teams. It eats up a lot of productive time and is incredibly repetitive in nature. So, your SEO software should have an automated report builder. DashClicks' InstaReports comes as a relief. It automates report generation by generating professional-grade SEO reports with a single click.

Final Words

Selecting the right SEO software is a crucial decision for an agency. The above tips will help you evaluate your options and choose the most suitable tool for your business. Your SEO software should be compatible with your workflow and meet your business needs. It should also save time and effort and help you deliver the best results to your clients.