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Field Sales Collateral Management Tool
 

Field Sales Collateral Management Tool

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Our online systems give your branch offices and field sales reps the power to design their own marketing collateral as they need it. We also give management staff the tools to approve, revise and ...

Our online systems give your branch offices and field sales reps the power to design their own marketing collateral as they need it. We also give management staff the tools to approve, revise and track marketing orders through with real-time alerts and tracking.

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    Field Sales Collateral Management Tool Field Sales Collateral Management Tool Presentation Transcript

    • Online Marketing Collateral Management
    • Efficient Collateral Management
      • Built to match your marketing work flow
      • Users can customize sales collateral online with text, graphics, and layout elements
      • Create PDFs online for printing and delivery from Global or just email distribution
      • Manage inventory and cost center accounting with online reports linked to each user
    • Create Customized Brochures 2. Choose a Design Choose from a range of collateral templates 3. Create the Content Customize text elements and graphics 4. Order and Distribute Preview and approve artwork online, place orders for delivery, or download PDFs for email 1. Log in Permissions set for field users and power marketing users
    • Create Mail Merge Documents 2. Upload Data Preview results on screen 3. Submit Order Printed documents automatically created and delivered to recipients 1. Choose a Document
    • Approve Orders 2. Set search parameters View and filter results by date, item, department or user 3. Review/Act on results Approve orders and export spending reports 1. Log in Administrative users log in to access real-time reporting on orders and inventory
    • Manage Users 2. Pre-set Documents Variable logos and other info by user, region, or division
      • Track Orders by User
      1. Set Up Users Set permissions and document options
    • Track Costs 2. Select Parameters View and filter results by date, item, department or user
      • View Results and Export
      1. Choose a Report Track costs as well as order history from central interface
    • System Set Up Process
      • Discovery
        • Establish who will use the site and how
        • Determine items available in the store
      • Store Programming
      • Testing and Revisions
      • Training
      • Launch
    • Key benefits
      • Takes burden off your creative staff
        • Collateral creation is automated
      • Print only what you need
        • No wasted inventory
      • Produce short-run customized documents at very high quality
      • Same-day turnaround on orders
    • For more information… Jason Kowal [email_address]