Day to day operations within a marketing department can be chaotic
As a part of a broader marketing resource management strategy, workflows exist to bring order and efficiencies to the planning, creation and distribution aspects of your creative processes. Providing a framework so that work is completed correctly, the first time, every time. Your imagination is the only thing limiting the types of workflows that can be created to help you streamline your marketing operations and project management. A well-implemented workflow is a reliable system that makes your team more productive, clarifying roles and responsibilities while ensuring budgets are approved and creative has been given the green light for distribution.
Each step of the workflow should have an outcome which triggers the next step. This provides increased transparency into marketing activity and also helps reduce potential risk to the business. Triggers can be set so that a job cannot proceed without approval from managers, brand or legal.
See how you can use marketing operations software to implement workflows in your business by requesting a custom demonstration.
When you change price points, you need approvals, impact analysis, backup documentation and of course, an audit trail - necessary for compliance in highly regulated industries.
As marketing is a ‘spend’ department, workflows make it easy to track all current and proposed contracts, renewals and approvals of expenditure with reporting and tracking.
Manage and track all expenditure, leads, ROI and notes on what worked and what didn’t, and link each ‘record’ to creative files such as presentation, booths and collateral.
Use an online ticketing system to provide various marketing programs with custom URLs, design services, SSL certificates, user licenses, analytics and integrations. Monitor approvals, time and budget.