If you run an advertising or public relations firm, you are focused on providing targeted campaigns that will help your clients excel — and improve their bottom lines. And every good marketing professional understands that the crux of any campaign begins with data. Data management of a customer database is a critical element to moving your revenue forward — and its one that you can use within your own firm to increase your own customers’ lifetime value and grow your profits.

Some of the things managed data allows you to do include:

• Offering rewards for referrals
• Creating testimonials for use in promotional materials
• Discovering your most valuable market segments to target additional customers
• Educate customers about new or related product or service offerings
• Communicate with customers on a regular basis to increase trust and loyalty

As an advertising professional, you are probably aware of many of these benefits. But today’s modern organizations face an additional hitch in the process of data collection — securing personal data from theft and loss. One software solution helps you do both things — organize and manage your data as well as protect it — document management. 

Using Document Management in a Marketing-based Firm

Among marketing firms, those that rise to the top of the competitive field will be those that can leverage their data to identify evolving marketing changes and respond quickly with solutions that meet their customers’ needs. A strong document management solution (DMS) can help you do just that. Here are some of the many benefits of DMS:

Making Data Instantly Available

Creative agencies are always under deadline. To stay relevant, deadlines must be met, and deliverables created and presented on time, every time. Besides communicating clear expectations with clients, one actionable way to stay ahead of deadlines is to have all the data you need to do your job at your fingertips. This can include detailed project information, specifics about each client, and other relevant details. 

A document management system provides an easily accessible infrastructure to hold every detail about each project in a searchable, intuitive format. Data can be searched using keywords, project dates, client names, or just about any way it makes sense for your team to search, as your DMS is custom-tailored for the way your business operates. Using a DMS, your creative team can have all project details instantly available — regardless of their location so they can work at home, in the office, or on the go. 

Creating a Communication and Collaboration Powerhouse 

Advertising agencies, public relations firms, and marketing agencies all have one thing in common. They consist of a number of creative individuals who work together as a team to develop hard-hitting and successful campaigns. The success of the team depends largely on the ability of members to communicate, collaborate, and coordinate efforts. The easier it is to accomplish, the faster and more effective the outcome.

A DMS has the ability to organize and keep track of data so that team sharing is simple and various drafts, changes, and comments don’t get lost in the shuffle. Access control prevents unauthorized changes, and versioning control allows appropriate members to see edits and changes and revert easily back to previous versions if — and when — necessary. Streamlining workflows by managing data can help project management flow, and result in projects that are completed on time, within budget, and with fewer errors or roadblocks. That, in turn, can result in more satisfied clients and greater sales and revenue down the line. 

Take Your Firm to the Next Level with Document Management from Blue Technologies 

At Blue Technologies, we use a customized approach to document management to help our clients get the most from their data. Our tailored solutions are based on the specific needs of your firm, so you get the most value, productivity, and efficiency. 

A DMS can help reduce information silos that bottleneck project flow, cut down on the confusion caused by multiple versions and edits, and give your project teams access to the data they need, regardless of where they are located. Above all, our systems are created with security in mind, so your proprietary or sensitive data is safe from theft or loss.