8 a processes (2)

8a Scope, Processes &
Rules of Engagement
- Gerson Gonçalves
- Ana Baroncelli
- Carolina Ochoa

Marketing & Sales Portal
Content generation, translation and updating. Design of the following sections:
- Marketing Plan
- Marketing Resources
- Market Information
- Channel Marketing* (Documents and information for 1Tier Channel)
- CA Press
- Marketing & Sales Tools
- Newsletters with Search Tool
- Internal sites by campaign, including the following sections: Plan, Sales Resources, Marketing Resources, Leads by
Country, Calendar
- CA Brand

Development, update and maintenance of the following systems:
- Events and activities calendar including filter/search tool and back-end for events updating
- Sales Quiz
- Back-end for leads updating
- Sales Clinics portal
- Search portal for customer references, sales wins, testimonials and press releases
- eGift Store by country
- Registration: restricted access by profile and users management
- Users Tracking system including back-end for visualization
- MDF Portal for 1 Tier

New sections - Creation, development, content generation and implementation according to new requirements

Monthly reports

Hosting

- * Development and maintenance of 2 Tier channel systems managed in different contract

3 Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies.

Regional Campaigns
Campaigns e-mails blasts – regional (3 languages)
- Design, development, editing, content generation and English-to-Spanish translation to:
- Launching e-mails
- Event invitations, Reminders and Gratefulness
- Online Registration
- Promotions, On Demand Pieces
- Custom e-mails by country
- Statistical graphs and evolution monitoring to visualize the effectiveness

Landing Sites - regional (3 languages)
- Campaign landing sites - Design, editing, translation and development (3 languages)

Translation*
- English-to-Spanish Translation* - Collaterals by campaign (Brochures, White Papers, Sales Guides, and adapting other
materials content)

Digital banners, advertisements, graphic pieces
- Digital banners, brochures, flyers, advertisements - Design and development

StrategyMix
- Campaign setup: Upload email blast and collaterals, perform: database segmentation according to criteria defined by
campaign manager, survey setup, smart response setup from survey or papers/webcasts, seminar/webcast registration
setup, upload recorded webcasts, email drops schedule and monitoring

1 Tier Channel
- Adapt Campaigns for 1 tier partners: Events invitations, materials and landing sites, marketing pieces design and
development for channel special promotions (spiff, bundles, rebates …), customize marketing pieces for partners, email
blasts tracking.


ca.com, newsletters, miscellaneous
1 Tier Channel
- Adapt Campaigns for 1 tier partners, Design Partner Marketing and Loyalty/Incentive Programs
- Events invitations, materials and landing sites, marketing pieces design and development for channel special
promotions (spiff, bundles, rebates …), customize marketing pieces for partners, email blasts tracking

• ca.com sites (LAT)
• Maintenance and update ca.com sites localized by LAT countries with mandatory and optional content. It
requires:
• Content update
• Design and development of new sections
• Digital banners design
• Structure adjustment to ca.com redesign
• Create and Manage content thru CMS

•Newsletters
• Market Watch Newsletter - Design, content generation, redaction, collaterals localization, html implementation
• My Sales Clips plus subscription administration

•Others
• PDF design and layout (Customer references, sales wins, and more)
• English-to-Spanish translation*:
• Design and implementation: specific e-mails not related to Hot Campaigns (Maximum 15 per month)


Requests come from…
BRAND
Ca.com
ESPs Loyalty/Incentive Campaigns
Deal Registration System
Microsite
Email blasts Mkt
Training Systems
Emails/brochures/sales tools/competitive
Launch support
Event registration
Intelligence
information Tracking
Partners events Marketing support Translations and content Market Watch
PR Translations and content generation
Calatam.com maintenance and
generation

development
Customer
Press Releases
Ad Materials delivery Alliance

8A
Program
Solutions GEO Sales Wins/References
Localization
Microsites
Email pieces
Brochures
Events:  Eventos Corporativos
Sales tools
Invitation Seminarios
Marketing Tools
Banners Lanzamientos de Productos
Web banners
Registration Promociones
Translations and content generation
system Congresos / Exposiciones
Post event system Eventos Sociales
Brochures Fiestas de Fin de Año
Advertising

C&C Brasil Argentina Chile Colombia Peru Venezuela Mexico


Where information is hosted/published

Marketing & Campaign
calatam Ca.com
Sales Portal Central
Market Watch
X X
Sales
Wins/References
X X x
Country Requests
X X X
GEO Campaigns X X X
GEO Campaigns
for ESPs
X X X
Press Releases* X X X
Brand
Assets/requests
X X X

* Also published in the PR Dashboard


Rules of Engagement
Days to
Activity Information require (Brief) comple
te Draft
Event Invitation
Priority (Normal, Urgent, Critical) 3
Title/ Description
Product/BU
Date/ Place/ Hour
Event Type (Sales, DG, etc)
Target (end users: CEO, CIO, Manager, technical level, partners: ESP, Premiers, Affiliate, press)
Agenda /
Registration data
Images if required special images (Example Partner logo)

Site publication YES or NO if yes define where and how (Text, banner, size .. ) +1

Registration Form YES or NO if yes select option: +1
oForm to email +2
oDatabase Online

Email sending YES or NO, If yes define and send database +1

Email Tracking YES or NO +1

Reconfirmation Email YES or NO +1

Post event thanks email YES or NO +1
oHTML Only +2
oWith attach materials and tracking

Post event landing site YES or NO +2

Event final report YES or NO +1

Website update (ca.com and Landing pages)
Priority (Normal, Urgent, Critical) TBD
Deadline
Specify site (ca, portalla o calatam), country and section
Update Description:
Type:
oAdd New Section
oContent updating
oAdd/replace Image/banner
oAdd/replace documents (specify format)
Require Translation YES or NO

Rules of Engagement
Days to
Activity Information require (Brief) complet
e Draft
Campaigns e-mails blasts
Priority (Normal, Urgent, Critical) 4
Launching Date
Product/BU
Description
Content Generation YES or NO
Languages (Spanish, Portuguese, English)
Call To action

Documents to be attached YES or NO +0
oWithout Translation TBD
oWith Translation

Site publication YES or NO if yes define where and how (Text, banner, size .. ) +1

Email sending YES or NO, If yes define and send database +1

Email Tracking YES or NO +1

Request/Contact Form YES or NO +1

Graphic Materials
Deadline
Product/BU
Description
Content Generation YES or NO
Languages (Spanish, Portuguese, English)
Call To action
Image to be attached YES or NO
Technical Specifications
oFile Format and resolution
oSize

Application development
Deadline
Product/BU
Requirement description
Goal

Key Stakeholders
Market Watch Diego Forte
Sales Wins/CAP Lays Agustini
Marçal Araujo, Florencia Rios,
Country Requests Alejandra Hamelink, Nathalia
Hencker, Natalia Ortiz, Pedro Gil
GEO Campaigns Marilan Bagatini, Marcelo Altamura
Marilan Bagatini, Marcelo Altamura,
GEO Campaigns adapted for ESPs
Alfredo Taborga
Press Releases Linette Gomez
Brand Assets/requests Linette Gomez
Marketing & Sales Portal Ana Baroncelli
Campaign Central Ana Baroncelli
Calatam for ESPs Alfredo Taborga
Ca.com Linette Gomez

If you have a need, here’s how you
should request…
The marketing request system is in development
process


8 a processes (2)

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