Guides for every industry

Clear decision guides for Digital Marketing & Performance Agencies

Straight comparisons of the tools you're choosing between, honest about where each one falls short. Where we quote a benchmark, we show its source.

Executive guides for Digital Marketing & Performance Agencies

16 guides for Digital Marketing & Performance Agencies of 1,000

Partner Relationship Management & Co-Selling (PRM)3 min read

Tracking Referrals Your Agency Sends Out, Not Just the Ones It Gets

Agencies refer work to complementary vendors constantly and rarely track it. Here's where PartnerStack and Crossbeam fit two very different referral flows.

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Inside Sales CRM & High-Velocity Pipeline Execution3 min read

Close or Pipedrive for a Marketing Agency's New Business Team

A step-by-step way for a digital marketing or performance agency to choose between Close and Pipedrive, from cold outreach to proposal turnaround.

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Cold Email Outreach & Deliverability Infrastructure3 min read

Running Outbound for Clients and for Yourself at Once

Client sends get the good domain, the agency's own pipeline gets what's left over. Compare Lemlist vs Instantly for digital marketing & performance agencies.

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CPQ & Sales Contract Operations3 min read

DealHub vs Salesforce CPQ for Marketing Agency Retainers

Marketing agencies bundle flat retainers, percent-of-spend fees and performance bonuses in one proposal. See how DealHub and Salesforce CPQ price it.

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Customer Success & Net Retention3 min read

A Marketing Agency's Real Decision: Gainsight, ChurnZero, or Neither

Whether a digital marketing or performance agency should adopt Gainsight or ChurnZero, and the retainer-specific signals that predict churn first.

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B2B Sales Methodology, Deal Qualification, and Sales Training4 min read

MEDDIC vs Challenger for Marketing Agencies: Who Signs

Marketing agencies lose deals to the wrong buyer, not the wrong pitch. See how MEDDIC and Challenger split the work of finding and moving that buyer.

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Sales Commission & Revenue Operations3 min read

Commissioning Agency Reps Without Paying on Ad Spend

Paying commission on gross billings rewards a client's media budget, not what your rep sold. Here is how to fix the base, and which tool enforces it.

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Sales Forecasting & Revenue Intelligence3 min read

Clari vs Gong for Agencies: When Does a Retainer Actually Start

How to choose Clari or Gong when a pilot project drifts into a retainer with no clean moment your CRM can honestly mark as closed.

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Sales Prospecting & Engagement3 min read

Apollo vs ZoomInfo for Marketing Agencies: Read the Export Terms

Contact data built for one client isn't automatically yours to reuse. Here's how to weigh Apollo, ZoomInfo, and export terms for a marketing agency.

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B2B Sales Intelligence, Data Enrichment & Prospecting4 min read

ZoomInfo vs Cognism for Agency New Business Teams

How marketing and performance agencies should choose between ZoomInfo and Cognism when the real problem is reaching the person who signs, not finding a name.

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Sales Enablement & Content Management3 min read

Highspot vs Seismic When Decks Move Faster Than Reviews

Highspot vs Seismic for digital marketing and performance agencies, compared on how each stops the wrong case study reaching a prospect.

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AI Meeting Intelligence & Sales Notes Automation3 min read

Fathom vs Fireflies for Digital Marketing Agency Client Calls

Comparing Fathom and Fireflies for marketing agency discovery calls, performance reviews and creative feedback sessions, with real tradeoffs.

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Customer Onboarding & Implementation Software3 min read

Getting a Client's First Campaign Live Without a Month of Setup

A step-by-step runbook for onboarding performance marketing clients fast, from ad account access to first campaign launch.

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Revenue Intelligence & CRM Pipeline Operations3 min read

Scratchpad vs Dooly for Agency Retainer Pipelines

A marketing agency's new-business pipeline runs on pitch decks and discovery calls, not demos. See how Scratchpad and Dooly fit a retainer sales cycle.

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Business Phone Systems & Inside Sales Telephony3 min read

OpenPhone vs KrispCall for Agency Client Tracking Numbers

Client accounts churn faster than phone contracts. Here's how OpenPhone and KrispCall compare for agencies managing per-client tracking numbers.

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Email Deliverability & Inbox Placement Tools3 min read

Managing Deliverability Across a Dozen Client Domains

A performance agency running outbound for several clients multiplies its deliverability risk. Where InboxAlly and Mailreach fit that reality.

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