Insights From the State of Agency Operations Survey

Kantata and Salesforce partnered with Canam Research to better understand the top challenges agencies face, and their priorities in pivoting business strategies to address these challenges.

The State of Agency Operations Survey

The Economic Downturn has Increased Pressure on Agency Businesses

74% of agencies have made or intend to make changes to their business strategy because of economic factors.

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Top Responses to Changes in Business Conditions

50% increased focus on customer retention

50% increased focus on customer retention

46% expanded product/services portfolio

46% expanded product/services portfolio

30% revised proposal process

30% revised proposal process

30% revised proposal process

30% revised proposal process

Agencies Are Looking for Software That Streamlines Operations

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Nearly ¾ of agencies said they could not be successful without the use of spreadsheets.

That overreliance on spreadsheets, paired with stated challenges like technology integration and data silos, is driving investment in software solutions like Kantata that are purpose-built to streamline agency operations.

Top Tech Stack Challenges

35%

Integration

35% Integration

33%

Too much manual effort (spreadsheets)

33% Too much manual effort (spreadsheets)

30%

Workflow management

30% Workflow management

26%

Data silos

26% Data silos

24%

Complexity

24% Complexity
#2 Priority in Next 6-12 Months

46%

Software to improve/streamline agency operations

46% Software to improve/streamline agency operations

"There was a huge need for Kantata. Kantata gave us a deeper understanding of our needs and the ability to improve our scopes of work, our client relationships, our projects, and how we run our business."

Rachel Stantliff

Director of Operations

Rachel Stantliff quote
Client Testimonial
State of Agency Operations Survey
The State of Agency Operations Survey
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