Now that you know about our oasis for agencies, let’s take a closer look.
Simplified onboarding
Onboarding a new PPC account is complicated, especially when migrating or launching multiple accounts at the same time.
Often, you have to keep track of various tools and documents, including admission forms, to-do worksheets, and online invoicing systems, to name a few. On top of this juggling act are multiple searches through multiple inboxes.
Thanks to Pivot, you can say goodbye to those days, or at least shake hands before you drive away quickly.
Onboarding a PPC account has never been easier.
We’ve merged and simplified these processes into one centralized experience.
Dynamic Onboarding Wizard and Admission Profile Creation
With Pivot, you can easily onboard new clients with the smartest onboarding wizard and dynamically generated onboarding briefings that exist to date.
Just navigate to the forms section of Pivot, where you can initiate various requests, open the onboarding wizard, complete the pre-filled admissions brief, and you’re done!
Our favorite part: the questions will dynamically change based on your input, giving you a seamless experience.
You can also instantly view invoices and any payments you make.
Automated project manager with onboarding task creation
Get peace of mind knowing that your team won’t miss any onboarding tasks again.
The task management portion of Pivot allows you to drastically reduce the room for error during one of the most sensitive phases of service.
The Tasks feature in Pivot is designed with the idea that onboarding is the first impression you make on your customers.
It’s no exaggeration to suggest that I could write a full blog post about this feature alone.
Screenshot from Pivot, February 2022
The entire onboarding process has been broken down into nearly 40 small tasks for complete transparency and eventual clarity.
With Pivot, you can see exactly where each account is at any given time in real time.
Complete task details in one place – reduce the number of tools in the stack
Each task contains a description, contingent tasks, properties, and follow-up items.
If that’s not cool enough, you can instantly transfer yourself to a chat thread specifically related to the task in question with one click.
That’s right, chat threads to actual tasks, not just accounts.
This is unheard of in other portals, especially when you consider that we’re talking about the same interface where you can also manage and access items related to every other key area of the customer journey.
You won’t find onboarding of this caliber anywhere else.
Screenshot from Pivot, January 2022
Built-in project transparency – fewer meetings and emails
If you survey dissatisfied customers, you’ll find poor communication near the top of the list.
That’s why Pivot makes this critical relationship area simple with high accessibility and cutting-edge features that make email obsolete.
Customers can easily check the status of their projects.
You can easily communicate with customers.
In addition to instant, granular access to threads at the task level, you’ll find an entire section populated with previous and existing messages.
These threads show all the advanced details you would like to see without opening them.
Pivot also gives you a breakdown of key contacts, their roles, and the option to schedule meetings on the spot without leaving the portal.
Screenshot from Pivot, January 2022
Additionally, Pivot makes it easy to:
- Invite team members and manage their notifications.
- Start, pause and resume services.
- Request specific changes to the account, etc.
Each feature is intentional and necessary to strategically reduce opportunity costs.
close more deals
You can see that Pivot is more than just a portal.
Pivot is also a tool that helps generate more business.
With Pivot’s automation, you can spend less time compiling pitches and more time making pitches.
Automatically predict new customer revenue
With just a few clicks, you can:
- Use our PPC calculator to project revenue and ROAS.
- Customize and download case studies for your sales platform.
- Generate market analysis for new prospects.
get ready. put. go with!
Screenshot from Pivot, January 2022
Impress your prospects with instant case studies and demos
Imagine predicting ROAS on the fly during a sales call and attaching the above image to a follow-up email or proposal.
Pivot gives you paid search and paid social features.
With built-in strategic questions, this feature can do wonders for discovering the dynamics of calls.
Automatically infuse your meetings with a consultative style, set appropriate precedents, and accurately qualify prospects.
Enter the data and let Pivot do the work.
Screencast from Pivot, January 2022
Free sales and marketing assets
Pivot covers every base.
Pivot provides your potential customers with authentic marketing materials with your logo.
Not only can you generate these in seconds, but you can also do so without leaving the interface.
The same goes for downloading market analysis, the process is pretty much the same.
Strengthening your sales cycle has never been easier.
Expand your agency
If this were an ebook, I’d be happy to share more, but I’m sure you get the idea.
White labeling makes more sense if your agency manages multiple accounts and PPC is not your core competency.
Pivot incurs an opportunity cost for cleaners by combining American talent and optimized communication with its innovation.
The vision of “software as a service” paved the way for white label PPC to have a turnkey solution.
We are always pursuing this so that institutions like yours can scale more effectively as you specialize in your area of expertise.
Schedule a discovery call Join our growth managers today to learn more about how we can help you take your digital marketing company to the next level.
Stay focused.
