Industry

Technology Consulting for Marketing & Advertising Businesses

Marketing and advertising agencies live and die by their client relationships, their data and their ability to demonstrate results. We work with agencies and marketing businesses to implement and connect the CRM, reporting and automation tools that give leadership the visibility and operational control they need to retain clients, win new business and run a profitable operation.

Overview

The Operational Gap Most Agencies Reach Eventually

Most marketing and advertising businesses are excellent at what they do for clients. The internal systems that support their own operations are often a different story. Client data lives across a CRM that nobody fully trusts, a project management tool that does not connect to finance and a collection of spreadsheets that have become the de facto source of truth for reporting. New business pipeline is managed informally. Retainer renewals are tracked manually. The time and resource data that should be informing pricing and profitability decisions is buried in timesheets that nobody has time to analyse properly. We work with marketing and advertising businesses that have reached the point where operational infrastructure is starting to limit growth. Whether that means implementing a CRM that manages the full client and new business lifecycle, building the reporting your leadership team needs to understand agency performance or connecting the platforms your teams use every day, we bring the expertise to make it work.

CRM That Manages New Business and Client Relationships in One Place

Marketing and advertising businesses manage two distinct relationship tracks simultaneously: the new business pipeline that drives growth and the existing client relationships that drive retention and expansion. Most CRM setups handle one reasonably well and the other poorly. We implement and optimise HubSpot for marketing and advertising businesses, building a setup that manages both tracks with the pipeline structures, automation workflows and reporting your leadership team needs to understand where the next piece of revenue is coming from and what is at risk in the existing client base.

Reporting and BI That Shows What Your Agency Is Actually Worth

Agency leadership teams need visibility across new business pipeline, client revenue, retainer utilisation, campaign performance and profitability by client and by service line. Getting that picture manually from disconnected systems is a process that takes time nobody has and produces figures that are always slightly wrong. We build Power BI dashboards that connect your CRM, project management platform, finance system and campaign data into a single reporting layer, giving your leadership team the commercial clarity to make decisions about pricing, resourcing and growth with confidence.

Integrations That Connect Your Agency Tech Stack

Marketing and advertising businesses use more tools than almost any other professional services sector. CRM, project management, time tracking, finance, campaign platforms, reporting tools and client communication systems all generating data that should inform each other but rarely does. We build the API integrations that connect your platforms so client data, campaign data and financial data flow automatically between the systems your teams depend on, eliminating the manual processes that slow your operation down and the inconsistencies that undermine your reporting.

AI and Automation That Gives Your Teams More Time for the Work That Matters

Marketing and advertising businesses contain a significant volume of repetitive operational work that should not require experienced staff to manage. Client onboarding workflows, campaign reporting, brief management, approval processes, retainer renewal communications and internal status updates are all candidates for automation. We identify the manual processes in your agency that are consuming time your teams should be spending on client work and build the automations that eliminate them, so your people can focus on the creative and strategic work your clients are actually paying for.

"
I came to Loncom with a very industry specific CRM issue. From the get-go Stefan worked with me from positioning solutions internally to help present a business case, down to implementation and technical management of carrying out the changes.

Savan Patel , Revenue Operations Lead

Precisify, Advertising Services

"
Stefan and Bojana approach their work as true partners – they dive in to understand what you really need to ensure you get the solutions your business really needs, not what you think you need. I highly recommend working with Loncom Consulting.

Jairet Crum , Head of Business Development & Marketing

Tried and True Media, Marketing Services

"
We've been really impressed with Loncom. Their depth of knowledge, response times and transparency throughout projects have been excellent. A reliable and technically strong partner that delivers exactly what they promise.

Jake Fitzhugh , Operations Director

The Content Marketing Agency, Advertising Services

Discovery

We take time to understand your client model, your new business process and the specific operational challenges your agency needs to solve before recommending an approach.

Solution Design

We produce a detailed plan covering the technology, configuration, integrations and data approach required, reviewed and agreed with you before any build begins. Nothing is built on assumptions.

Build and Configuration

We build to the agreed design with precision and consistency, configuring systems around your client relationships, your service model and the way your teams actually work rather than asking your agency to adapt to a generic setup.

Testing and QA

Every system, workflow and integration is tested thoroughly before go-live. For agencies where client data integrity and reporting accuracy are non-negotiable, we do not move forward until everything works as intended.

Training and Handover

e train your teams on the tools they will use day to day and provide documentation so your setup is maintainable and your team is not dependent on us for routine changes.

Ongoing Optimisation

As your client base grows and your service offering evolves, we are available to extend, refine and scale your systems to match.

Ready to Run Your Agency on Systems That Actually Work?

Whether you need a CRM that manages your full client and new business lifecycle, reporting that gives leadership real commercial clarity or integrations that connect your agency stack, we will help you build a technology foundation that supports a well-run, profitable operation. Get in touch to discuss your project.