Top Resources to Support My Role as an Account Manager

In the world of digital marketing, one working in account management often finds themselves wearing different hats and juggling various responsibilities, from managing client communication to analysing performance metrics. It’s easy to feel overwhelmed without the right tools and resources, and can be difficult to keep a track of everything. In this blog, we’ll share essential resources and strategies that support my role as an account manager.  

From scheduling tools to centralised phone systems, analytics and tracking, and ongoing support and training, we’ll delve into each of these aspects to provide you with a comprehensive guide on how to excel in your role as an account manager.  

Scheduling tools  

Effective time management and organisationis the holy grail to success for account managers. There are many tools that can help you keep on top of schedules and workload. The main tools I currently use are Floatand Microsoft Outlookhowever there are other specialised softwares I’ve previously used like Monday.com and Trello. Scheduling tools can be a lifeline for managing your work and appointments. These tools enable you to:  

• Schedule client meetings and team brainstorms  
• Schedule work, manage workload, deadlines, and follow-ups  
• This enables tasks to be prioritised and well managed   
• Share schedules with your team to ensure everyone is on the same page.  
• Allocate retainer hours efficiently to ensure client time is being used in the most efficient way, and it also gives me an oversight of the month to see if we are set to run over, or under.   

With the help of scheduling tools, you can optimise your time and focus on what matters most – delivering work to an exceptional standard whilst building strong client relationships and achieving outstanding results.  

Centralised phone system  

Communication is vital for account managers, project managers, and even other team members who constantly interact with clients. A centralised phone system, like 8×8, VoIP (Voice over Internet Protocol) or cloud-based phone systems, offer the following benefits:  

• A single point of contact for clients and team members, ensuring no calls are missed.  
• Enhanced call quality, features like call forwarding, voicemail, and call recording, which can improve client interactions.  
• Easy access to call logs and analytics to monitor client communication and identify areas for improvement.  
• Cost savings and flexibility by moving away from traditional phone systems.  

By implementing a centralised phone system, account managers can seamlessly communicate with their clients and enhance the overall customer experience.  

Analytics and tracking  

When you think of data, most of the time your brain thinks *boring* however, when you’re wanting to excel in digital marketing, data is your best friend. Google Analytics 4and other tracking tools provide insights into campaign performance and user behaviour, enabling you to make informed strategic decisions. Key benefits of using these tools include:  

• Real-time data on website traffic, CTA clicks/enquiries, conversion rates, and more, helping you track campaign success.  
• The ability to identify trends and spot areas where adjustments are needed.  
• Customisable reports for clients, showcasing the tangible results of your efforts.  
• The foundation for A/B testing and optimising marketing strategies for better ROI.  

Popular analytics platforms like Google Analytics, or HubSpot analytics, empower account managers to make data-driven decisions, refine strategies, and deliver excellent results and insights to their clients.  

Support and training  

Continuous learning is essential for all roles in marketing. Support and training play a crucial role in keeping account managers up to date and honing their skills. Some key aspects to consider include:  

• Regular training sessions, workshops, and webinars led by industry experts and experienced team members.  
• Access to resources such as, case studies, and marketing blogs.  
• One-on-one mentoring from senior managers or members of the team to provide guidance and answer questions.  
• Group support sessions to help discuss a particular problem or opportunity  
• Opportunities to attend marketing and networking events to stay informed about the latest trends and innovations.  

By investing in the team through ongoing support and training, account managers are equipped with the latest knowledge and skills to meet the evolving needs of their clients.  

As an account manager in the fast-paced world of digital marketing, you have to wear a lot of hats, demanding efficient time management, streamlined communication, data-driven decisions, and continuous learning. Utilising scheduling tools, a centralised phone system, analytics and tracking tools, and ongoing support and training can significantly help in your role. These resources empower you to effectively manage your workload, improve client communication, make data-driven decisions, and continuously develop your skills. In an ever-changing digital landscape, having the right resources at your disposal is the key to success.  

Next Chapter, a leading digital marketing agency based in North Yorkshire  

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