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Pando/Pageflex Webinar - Growth Through Acquisition

Pando, developed by EarthIntegrate, is a marketing collateral platform that enables users to easily find, customize, and execute sales and marketing materials, with a focus on user-friendly features like a product manager and advanced search capabilities. The SaaS model offers benefits such as no hardware maintenance, high security, and regular updates, while supporting various asset types including email, print, and PDF. Additionally, it features robust approval workflows, Salesforce integration, and tools for data acquisition and payment processing.

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2 EarthIntegrate Acquisition EarthIntegrate developed Pando using Pageflex to help companies market their products and services by providing a platform for marketing collateral that allows various users to easily find, customize and execute for sales and marketing purposes. Pando makes it easy for a sales person or a marketing person to find what they need, update it, select a target, execute and track it.
What Pando Provides
Pando Overview
Leveraging Pando
Communicating with Pando
7 SaaS Delivery Model SaaS Delivery Benefits • No hardware purchase or maintenance required • Highest level security protocols in place • Email management and deliverability • Regular updates • Professional Site Monitoring and Performance Optimization
8 Pando Professional Features Base Platform Features • SaaS Delivery • Product Manager • User Dashboard (widgets) • Advanced Search • Data Merge/Acquisition • Supports Print/PDF/Email • Campaigns / Campaign Tracking • Approval Process • Impersonation • SalesForce Integration • Initial Implementation Support • LeadsPlease data acquisition • eWallet Payment
9 Best in class UI/UX - Widgets Dynamic Menu Bar Advanced Search User Configurable Dash Board Widgets
10 User Dashboard Widgets
11 Advanced Search • Filter by Relevance, Ascending/Descending, Alphabetical, Newest, Oldest, & Most Ordered • Add additional criteria • Filter by Category • Filter by Product Type Print, Email, PDF, other • Add filters for other metadata
12 Advanced Search • Preview Asset Description, Image, Link to PDF • Viewed related assets or other output types for that asset
13 Product Manager Product Manager will come pre- loaded with a set of Product Templates: Emails, Postcards, Letters, Brochures, and Campaigns. This library will be updated for clients that continue to pay monthly fees.
14 Product Manager Product Manager has: • Controlled access by user group and area of product manager • Content View, Edit, and Configuration Modes • Ability to Load Any Number of Product Lines from base Studio/Projects • Save, Version and Release Tracking
15 Product Manager Users can: • View all versions by asset type • Edit, Create or Delete versions of an asset by type
16 Product Manager Edit Users have: • Ability to set major product properties: Name, Description, User Group, Keywords, Category, When it is visible on site, when it should expire from site.
17 Product Manager Users can: • View/Edit Product content for static and variable fields.
18 Product Manager Edit User Modes: • Rich Text Editor with Variable Field Insertion tool. • HTML Editor • Static Text / Text Box • Radio List • Dropdown / Check List • Image / File Manager
19 Multiple Asset Types - Email Users can: • Set To/From, subject line and edit major content areas • Edit, Create or Delete versions of an asset by type • Ability to embed other assets and track (PDF/Video) • User specific tracking
20 Multiple Asset Types – Print/Mail Users can: • Customize Content / Update Imagery • Select Data for Mailing • Preview actual deliverables
21 Multiple Asset Types – PDF Users can: • View/Download • Customize Content / Update Imagery • Track orders • Ability to download from order history
22 Multiple Asset Types – Inventory Users can: • View Items • See Actual Inventory Counts • Manage Kits • Customize Select Content
23 Data Acquisition – Leads Please Users can: • Acquire Contacts for Direct Mail • Search for Business / Residential • By Area and Demographic
24 Approval Process Robust Approvals • Admins can set workflows by product, group,category,user • User notifications • Approver notifications and reminders
25 Order On Behalf Of - Impersonation Ability to Delegate Ordering • Allow others to order on your behalf • Ability to order for someone else • User notifications • Approval process for requests
26 SalesForce Integration Salesforce Extension • Configure Users, Products and Data List for Integration • Import data for use print or email assets
27 eWallet – Payment Features Credit Card Support: • Store Multiple Credit Cards • Select Card via dropdown for payment • Select Card for recurring payments
28 Recap Pando Professional Features Base Platform Features • SaaS Delivery • Product Manager • User Dashboard (widgets) • Advanced Search • Data Merge/Acquisition • Supports Print/PDF/Email • Campaigns / Campaign Tracking • Approval Process • Impersonation • SalesForce Integration • Initial Implementation Support • LeadsPlease data acquisition • eWallet Payment
Pando/Pageflex Webinar - Growth Through Acquisition