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How to manage multiple accounts without losing your mind

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Social CRM platforms can be a powerful tool for digital marketing departments and agencies, as they greatly help to boost your clients' marketing performance and take their campaigns to the next level.

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Many companies have chosen to use CRMs to assist them in the control and better management of their customers and sales opportunities. CRMs help to organize information about potential customers, filter them and define sales processes. They are useful for growing your customer portfolio. But, did you know that CRMs are also great tools to manage multiple Social Media accounts?

CRM as a social media tool

Customer Relationship Management (CRM) continues to be a popular solution to help sales teams control and better manage their customers and sales opportunities. CRMs help to organize information about potential customers, filter them and define sales processes. They are useful to grow the client database.

But now CRMs are also evolving to become a key driver for marketing and social media management. Digital marketing departments have greatly benefited from the implementation of CRMs on different social platforms, as it allows them to manage and have a more complete picture of all ad accounts. Thus, improving the relationship between marketing agencies and their own clients.

And the main reason for implementing a CRM for social media is very simple: a marketing department manages multiple ad accounts across multiple platforms. Implementing a CRM that integrates popular platforms such as Google Ads, Meta, or TikTok will be the solution to improve the performance of all clients’ ad accounts.

Social Media Advertising Stats:

The following numbers show how much advertising accounts are growing every day:

  • 27.9% of the time spent on social media is used for finding inspiration for things to do and buy (Source: Hootsuite, 2022)
  • 26.5% of the time spent on social media is for finding products to purchase (Source: Hootsuite, 2022)
  • Facebook is still the world’s most-used social platform (Source: Hootsuite, 2022)
  • Instagram is the social channel with the second-highest ROI for marketers. (HubSpot, 2020)
  • There are more than 80 million small businesses using Facebook’s free business tools. (Facebook, 2018) (Source: HubSpot)
  • The potential audience that marketers can reach with ads (Source: Hootsuite, 2022): 

– 2.17 billion on Facebook

– 1.44 billion on Instagram

– 1.02 billion on TikTok

– 849.6 million on LinkedIn

These numbers reflect why more and more businesses are interested in advertising on social media. As a consequence, marketers, both in-house and freelancers, have seen a boost in their client portfolios.

So how do marketing agencies keep up with the demand? Implementing a CRM can help them keep track of and optimize multiple ad accounts.

Why does your agency need a CRM for Ads accounts?

We can think of a million reasons, but here are 4 advantages of implementing a CRM to manage multiple accounts:

  1. Integration of the different departments in the agency: a client may have contracted a service that requires the work of our design team in conjunction with the community manager. A CRM will help communication between departments to run smoothly. This brings us to the next point.
  1. Customer Relationship improvement: if the work of the different Departments is aligned, any queries or special requests from a client can be quickly resolved, as a CRM will allow each member of the team to see where the process is at a standstill. Perhaps a particular post didn’t go the way the customer expected. A CRM can help detect the error quickly.
  1. Less time spent on reporting: if your marketing team wastes a lot of time creating reports, they can simplify reporting with a CRM for social media. Every social platform has its own analytics system (for example, Instagram, or TikTok have their own metrics system). A CRM will help you make reports of each customer account without wasting time on each of the platforms, optimizing the work time of the marketing team members.
  1. Bring notifications together: each ad account has its own alerts and notifications. Customers with popular profiles receive notifications for everything. A CRM will help ensure that notifications that are important to the agency are not missed.

The best CRM for social media

We have already described the advantages of implementing a CRM for the managing of several social accounts, and we guess that -so far – you have liked the idea of implementing one CRM in your Marketing team. 

The fact is that, nowadays, there are numerous CRMs, and the most suitable one for your agency may not be the same as the one used by your competitors. So pay attention to the features that the best CRM for social media should have:

Integration with different social platforms

The best CRM must have the ability to integrate the main social networks and be adapted for each update. Nowadays, it is easy to find CRMs just for Instagram or Facebook, but many are falling behind with other newer networks such as TikTok. The best CRM should have the ability to manage multiple accounts on TikTok, Instagram, or Google Ads all at once.

Data analysis

A cracking CRM optimizes the data collection process for each ad account. And you should not just rely on a CRM that only exports data. To do that, you can simply go to the Facebook Ads Manager and export reports yourself instead. The idea of using a CRM is that it does its own analysis and warns you when one of your multiple campaigns is not running well. And this brings us to the next point.

Rules customization

A good CMR allows you to create rules for better management of multiple ad accounts. This way, you will be able to know if your client has not logged in the last week, if a keyword is not being profitable, or if a campaign is spending more money than the budget your client had allocated. The best CRM sends notifications to the member of your team responsible for each area. You create the parameters and the CRM will help you optimize your client’s ad accounts.

Fast and customized reporting

Using a good CRM will help you create customized reports for each ad account, allowing each of your clients to have access to straightforward information. Not all clients want to have the same piece of information, so this feature will help you avoid wasting time on weekly reports. Get detailed social media reports to show clients the growth you’ve achieved with campaigns.

Simplified dashboard

Having multiple advertising accounts on different platforms probably has you jumping from one screen to another. The best CRM for marketing has a single dashboard where you can display the highlights of each account. Because it’s a simplified dashboard, you optimize your time and the quality of your campaigns.

Summing up

Integrating social media ad accounts with a CRM is a great implementation for marketers, even for those freelancers who have more than one client. With a CRM like Octoki, you can get a better view of your client accounts to tailor your marketing strategy.

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