8 Productivity Tools For B2B Marketing Agencies We Use


Here at Elevation Marketing, we’re grateful to have a talented global team help us with all things related to digital marketing. 

But from an operations standpoint,  we have to consider how we can maintain a productive schedule — while working remotely. 

From allowing us to communicate effectively to enabling us to optimize our efforts correctly (the first time around), these tools have helped us expand our business so that we can better grow B2B brands through digital marketing

8 Productivity Tools for Marketing Agencies

As a B2B marketing agency, we have to be extremely productive in order to keep up with the demands of our clients. We spend most of our time building and executing digital marketing strategies and campaigns.

Productivity tools help us stay focused and organized so we can stay on top of everything that goes into running a business. Here are the 8 productivity tools we use as a B2B marketing agency. 

1. CoSchedule

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CoSchedule’s mission is to “organize all of your marketing in one place. From any place.” 

Our internal copywriters love to use the CoSchedule tool, specifically, because it enables us to determine how well our blog headlines will perform on the web. This platform also has powerful social media tools that optimize social media messages, pre-post. From saving us time to improving our internal efficiencies, this is our top “go-to” tool in the marketing space. 

If interested in learning more, here is more information about their most popular features: 

BONUS: Although CoSchedule has an email subject line tool, we prefer Omnisend for our email efforts. Omnisend is our email tool of choice because it accurately tests subject lines for performance BEFORE sending it out to email recipients. 

Google analytics home

For topic research, our Marketing Managers use free tools like Google Search Console, Trends, and Analytics to ensure that every piece of content posted is optimized for search engines like Google. 

These free Google tools enable our team to check on keyword performance, ranking, trending topics, performance, and more for every piece of digital content we launch. With every action we take as an agency, we always use these tools to make sure we’re on track to hit the marketing goals of our clients. 

3. W3 HTML Tag Dictionary

Because our team members may not know HTML code right off the top of their heads, we like to use coding tools like the one found in the W3 HTML Tag Dictionary to help us out. 

By using the W3 HTML Tag Dictionary as our quick “cheat” sheet, we’re able to save time with basic code. It doesn’t have every option there is out there but it covers most of the basics and has been really helpful when we need to quickly find out how best to format something for blogging or email marketing purposes.

4. ZoomInfo

While not specifically designed as a productivity tool, ZoomInfo helps our new business teams be more productive by identifying or validating prospective new clients. This tool provides intelligence about certain prospects and their company by tracking funding, technologies, and relevant staffing changes at the company. 

ZoomInfo eliminated the need for 2-3 other tools that we used to use to gather the same information. And, it is much more accurate!

5. Trello

trello boards for a fun filled work life

To stay productive and on-task, we use Trello for managing our workflows and client projects throughout the year. Trello allows us to organize tasks into boards (called “lists”) by assigning due dates and adding labels for easy tracking and categorization purposes. 

You can also comment on cards that have been assigned to you so it’s easy to keep track of who needs what information or if there are any questions they may have about their tasks while they’re currently being worked on by other members of your team as well as get feedback.

This free project management tool proved to be especially valuable when working with freelancers and external contractors by making sure everyone knows what upcoming projects are needed and when they are due all in one easy-to-use platform. 

Trello is our favorite project management of choice because it keeps us organized, it’s free,  and it ensures we don’t let anything slip through the cracks. 

6. Keyword Studio

When you aren’t targeting the right keywords right out of the gate, it can be a headache to have to go back in later to correct every piece of content for keyword intent. 

Keyword Studio saves us a lot of time during the keyword research process by automatically categorizing and grouping keywords for easier analysis and mapping. By providing real-time suggestions, the tool quickly helps us find related keywords and ideas in a matter of just a few clicks.

7. Slack

slack for communication

When the world went (almost) completely digital in 2020, our teams had to find new ways to continue to communicate —even when we weren’t in the office. 

Slack enabled us to communicate with one another quickly, effectively, and seamlessly. We were able to share files, discuss topics, and collaborate on projects all through the platform which was a huge game-changer for us. Slack is a great way to collaborate with your team, especially when working remotely or across different locations.

8. Loom

loom app

Lastly, the Loom video recording tool is a handy free tool that allows team members to pre-record training sessions, reporting presentations, and other important screen shares for the team and client to view on their own schedule. 

Scheduling meetings where everyone can attend can be tricky to do, but with Loom, we can quickly send off a video recording to get the same message across — without the need for us all to coordinate schedules. All in all, video recording tools like Loom make us more productive in the long run. 

Stay Digital AND Productive Simultaneously

You may have wanted the inside scoop on which marketing tools to use from an agency perspective for a while now, and we were happy to share our tools! Our hope is that you walked away learning about some new tools that you can use in your day-to-day digital marketing. 

After reading this article, what productivity tools do you want to try out? Did you find one that seemed to be a good fit for your company? We’d love to know! Comment below on what tools you’re considering using.

Post by: Ryan Gould

elevation marketing

Vice President of Strategy and Marketing Services at Elevation Marketing

From legacy Fortune 100 institutions to inventive start-ups, Ryan brings extensive experience with a wide range of B2B clients. He skillfully architects and manages the delivery of integrated marketing programs, and believes strongly in strategy, not just tactics, that effectively align sales and marketing teams within organizations.

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