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How Marketing Companies Can Benefit from Project Management Software

UPDATEDJun 27, 2023

How Marketing Companies Can Benefit from Project Management Software

Organization is key when it comes to finishing a project on time, and it’s no different for marketers. Marketers who prioritize organization are 674% more likely to report success than those who don’t. So if you find yourself working until midnight every day the week a big project is due – or you know other members of your team are regularly doing this – you probably need to implement project management software to ensure your business is able to plan project work more proactively.

When you use project management software, it’s easier to bounce between multiple projects at once and you can see your project in real-time. You make the most out of your work day when you create project templates to use over and over again, so you don’t have to start from scratch every time.

Here are just some of the ways that marketing companies can benefit from project management software.

Manage Multiple Projects at Once

When you work for a marketing agency, you are constantly juggling tons of clients with different demands, goals, and project needs. Instead of trying to use spreadsheets, emails, or shared documents to keep it all straight, implement project management software. You can build out a whole project into tasks and then assign those tasks to your team. 

This provides visibility into all your tasks across your multiple clients and projects — all in one place. You can prioritize what you have to get done for that day, and then you can move tasks further down the to-do list if necessary. Plus, when every task for multiple projects is assigned out, you can see if your team has the bandwidth for all client demands, or if you need to bring on contract copywriters or designers.

See Progress in Real-Time and Make Adjustments

Since all of your marketing team’s work and strategy is stored in your project management software, you can look at the big picture of your week, month, or year and check in on your team goals or deliverables. If something’s not done on time, you’re alerted so you can follow through with your employees to see what’s causing the issue.

Plus, business intelligence tools leverage your company’s data to show real-time insights into how your business can improve. See what resources you’re lacking — like if you’re short on copywriters — so you can hire more before a big deadline hits in two months. With reporting tools that can forecast your present and future needs, you can address potential issues before they become real problems. 

Create Reusable Templates to Standardize Projects

A standardized method for how you create a piece of marketing material will help the project lifecycle go faster each time. Use your project management software to create templates that act as starting points for common project types that your firm runs.

Then, when one of your employees is assigned a task, they can rely on an existing template in your project management software to help them get off to a great start. This makes all of your work cohesive and gives a starting place creatively for all your employees. You can always deviate from the standardized template, but it gives your team an idea of what is required for every task. 

Access All Project Data in One Place

When you have important project notes scattered across email, voicemail, or random pieces of paper on your desk, it can be difficult to keep track of project status. Project management software allows everyone to make updates and notes on projects publicly so all project data will be accessible in one place. You can look back at the history of your current project or at older projects to get a sense of what to do better in the future.

Kantata Can Take Your Project Management to the Next Level

The Kantata Professional Services Cloud provides purpose-built project management capabilities that solve common challenges faced by marketing companies.

To learn more about how Kantata can help your business, schedule a demo today.

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