Did you know that you can benefit from a $15,000 grant? To find out more: Join the webinar here!

Tooly,
the digital transformation agency specialized in marketing agencies

At Tooly, we specialize in service companies. Our many years of experience in the service industry allow us to help these businesses in many ways. We have a special relationship with Marketing Agencies. Being a marketing agency ourselves, we are aware of the issues, needs and processes associated with them. A large number of these businesses have trusted us over the years, and our expertise has allowed us to bring them results that meet their expectations.

Software recommendation

At Tooly, we specialize in recommending softwares tailored to your needs. Here are some types of softwares we can recommend you to help you save time and money:

Project management

To help you manage your team and determine the different tasks to be carried out.

Automation

To automate your repetitive and low value-added tasks in order to gain productivity.

Accounting

To carry out the most complex operations with simplicity.

Enterprise Resource Planning (ERP)

To manage your business and facilitate the management and optimization of your activities.

Synchronization

To quickly and easily access your files.

Customer Relationship Management (CRM)

To manage all accounts and track leads, opportunities and communications by centralizing all exchanges during sales scenarios.

Reports

To track your business data in real time.

Software architecture

We can also help you establish an architecture within your software packages. We know that marketing agencies often have a good knowledge of technology and are able to use or learn many softwares. However, it can be easy to get lost in a software and use unnecessary features. We can therefore help you, concretely and in real time, to understand the features and modules of your softwares so that you are able to use them in the best possible way.

A customer use case: Jake Agence Web

Jake Agence Web, an e-commerce agency specializing in digital transformation, called on us to establish an architecture in the software Clickup.
We therefore analyzed the team's current methods and project management in order to identify the issues and their needs.
We then proposed an architecture and methodologies tailored to the identified needs, before setting up the software.
Following this step, we trained the team members on the best practices for using the new architecture.
Finally, at the end of our intervention, we validated the performance of the solution with the client to ensure that it had been easily adopted by the entire team.

Software synchronization

At Tooly, we specialize in complex synchronizations. When you realize that softwares such as Make and Zapier are not the solution to your problems, we can offer you other softwares adapted to your needs. For example, we know that it is relevant for your team to be able to invoice your customers without necessarily having access to the software you use to manage your accounting. This is one of the most common reasons why agencies come to us; our solution, in this case, is to synchronize two accounting systems together.

A customer use case: Conversio Marketing

Conversio Marketing, a digital marketing agency, was struggling with the problem mentioned above.
We suggested a synchronization between the softwares Quickbooks and Zoho Books.
Thanks to this synchronization, the company saved the time normally required to perform a migration.
In addition, this solution saves the agency's employees time on data entry, including adding clients, invoice payment status, and changing client information.

Grant support

Did you know that there are grants that could allow you to benefit from our services at a lower cost? The grants offered by Emploi Québec and the Canadian Digital Adoption Program (CDAP) are interesting for service companies, and Tooly can help you with the process. The CDAP offers two types of grants (one for $2,400 and one for $15,000) that are quick and easy to obtain.

Training

Nowadays, with the vast amount of softwares available and the rapid evolution of technology, it's important to keep up to date. At Tooly, we believe that training your team can help you grow. We know that as a marketing agency, you probably have good knowledge and skills in technology. Our job is to train your employees on softwares that are even more powerful than the ones you already use, in order to accelerate your growth. In addition, delegating training to us frees up more time for you to spend with your clients. Here are some of our training areas:

Management tools

Workforce management tools such as Malt, Upwork or Pige Québec, which are inventories that allow you to do business with freelancers.

The software

For example, project management softwares, automation softwares, accounting softwares, etc.

Project management

To teach you the difference between project management in itself and project management softwares.

Change management

Which means a set of actions carried out in a company to support its adaptation to change and to the transformation of its development environment.

Partnership

One of the ways we prefer to do business with marketing agencies is through partnerships. Are you hesitant to entrust us with your projects because you are more inclined to a collaboration? Don't worry, partnering with you doesn't mean we can't count you among our clients! Here are some other ways we can collaborate:
We can help your clients obtain grants and then work with you on the mandate your client decides to pursue with those grants;
You refer clients to us, and vice versa. As our target is very specialized, we like to have partners in other fields so that we can referthe clients we cannot help to them;
You can become, in the long run, a partner of our digital solution for selling servicesonline, Kapi.

Partnership

One of the ways we prefer to do business with marketing agencies is through partnerships. Are you hesitant to entrust us with your projects because you are more inclined to a collaboration? Don't worry, partnering with you doesn't mean we can't count you among our clients! Here are some other ways we can collaborate:
We can help your clients obtain grants and then work with you on the mandate your client decides to pursue with those grants;
You refer clients to us, and vice versa. As our target is very specialized, we like to have partners in other fields so that we can referthe clients we cannot help to them;
You can become, in the long run, a partner of our digital solution for selling servicesonline, Kapi.

Would you like to work with us on your digital transformation?

Enjoy a free, no obligation meeting. Take your agency to the next level.