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How to Drive Results for Your Marketing Firm with These Document Management Strategies

Posted by Blue Technologies Ohio on Dec 19, 2022 8:30:00 AM

There is no denying that the media landscape is changing in response to the current pressures of the looming recession and the continuing impacts of the global pandemic. Market movements and industry changes are forcing creatives to find new and innovative ways to reach their target audiences. For marketing firms, the onus is on merging creativity with data driven knowledge in order to better serve customers.

Data driven insights will continue to be critical when it comes to pairing creativity with a strong — and workable — marketing strategy. However, sifting through reams of data can be time consuming and error-prone, unless you have the technology to help you. That is why marketing firms should consider adopting a document management solution to help them tap into the critical insights that will promote stronger and more profitable marketing strategies for their clients.

Document Management Strategies for Marketing Professionals

Using data to fine tune (and power up!) marketing strategies is the wave of the future. But before you can effectively analyze data, you must collect and organize it. That is where document management software comes into play. With these powerful software solutions, your marketing agency can:

Effectively Archive and Manage Large Quantities of Data

Marketing data can help you better understand your customers so you can create more powerful marketing campaigns for your clients — ones that result in conversions and revenue. That means you have to drill down and find the right audience for the product or service on offer. Collecting data regarding demographic information is key — but so is being able to access it when you need it. A document management solution (DMS) will provide a comprehensive storage solution for all your data and make sure it is easily searchable by keywords, key phrases, or any other factor you provide.

Keep Customer Data Secure

Much marketing has to do with building long-term relationships that are built on trust and loyalty. But building trust is more than just presenting your brand in a comforting way. Potential clients are looking for brands that will keep their personal information safe. Let’s face it, to get the data you need, you have to have clients that will fill out forms and surveys, register for free downloads or webinars, or provide information in a myriad of ways. In return, they expect you to keep their data secure. 

A DMS provides robust security measures to provide compliance with data protection and privacy regulations. Using multi-factor authentication and access control, among other features, a DMS is a smart way to store the data you need in the most secure way possible.

Improve Client Relations

In our current hypercompetitive marketplace, only the best marketing firms will remain competitive. Part of what draws in — and keeps — clientele is excellent customer service. In part, much customer service is based on strong communication and fast turnaround times, both of which can be facilitated using a DMS. 

Your DMS can be used to prompt responses at a specific point in project performance; keep correspondence on track; track and audit versions of project, invoices, correspondence, and more; and ensure that nothing gets “lost in the cracks.” 

Look to Blue Technologies for Custom-Tailored Document Management Solutions

Just like clients, not all document management solutions are the same. And that is a good thing, since not all businesses face the same challenges or have the same goals. Just like you treat each of your marketing clients and their projects as individuals, our team at Blue Technologies is ready to develop custom-tailored DMS solutions to help elevate and expand your company’s reach.

At Blue Technologies, we have joined forces with the developers of some of the most leading-edge document management solutions available today. And our team of DMS experts understands the intricacies of each one, making it easy for them to find a perfect match between your goals — and the software that will help you achieve them. 

Start making your marketing data work for your team — and your clients — today! Contact a Blue Technologies consultant to explore our wide range of document management solutions and capabilities.

Topics: #DMS, marketing firm, document managment

About Blue Technologies

Blue Technologies is an award-winning office technology solutions provider. Since 1995, we have offered office hardware, managed print services, document management, and IT solutions to businesses throughout the state of Ohio, becoming the region’s most reputable office technology provider in the process.

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