MarketingPilot. Ad Sales and Inventory Management Option

Transcription

1

2 You wouldn t manage your warehouse without an inventory system; your ad inventory is no different than products in your warehouse waiting to be shipped to customers; they represent assets that need to be carefully managed and tracked. Why would you manage your ad assets without one? Managing ad sales and inventory can be time consuming, error prone and inefficient. MarketingPilot provides an integrated suite of tools to manage advertising sales and inventory that increases revenues and cash flow while reducing costs and improving customer service. Now for the first time a powerful and integrated system is available to help manage the complexity of businesses that sell advertisements; and it s designed to handle the needs of a diverse range of advertising sales environments: Traditional media outlets such as magazines, event producers, newsletter publishers, billboards, signs, list managers, etc. New media outlets such as web sites, blogs, text messaging, marketing, etc. In-house media sales departments that manage Cooperative Marketing Funds, Market Development Funds and other promotional programs. Event producers offering booths, sponsorships and other types of promotional opportunities. The Features You Need MarketingPilot provides a comprehensive software suite with a broad set of integrated features: Media management Inventory/availability management Bookings/reservations Business Development Customer relationship management (CRM) Sales Force Automation (SFA) Contract management Estimates Invoicing and billing Accounts receivables Creative production Forecasting and planning Flexible reporting The Benefits You Want MarketingPilot improves communications and streamlines processes- MarketingPilot saves time - enabling users to focus on business development instead of logistics. MarketingPilot will help your team work better and faster. MarketingPilot eliminates the inefficiencies caused by innumerable spreadsheets and files; say good-bye to all the paper. With MarketingPilot the information users need is available right on screen. There is no transferring or rekeying information: Reduce costs Save time Move faster Find new opportunities Reduce errors The Ultimate Management Tool MarketingPilot quickly and easily optimizes effectiveness and efficiency by end-to-end integration of operations, processes, execution and metrics. MarketingPilot enables better, more informed decision making, more effective management and increased focus on revenue-generating activities. MarketingPilot increases management control over all activities. MarketingPilot helps you achieve best practices. Ease of Use At the Forefront MarketingPilot is designed with ease of use at the forefront. Every element of MarketingPilot's user interface goes through a rigorous design and testing process to ensure that it s easy to use and works consistently and intuitively. Each user s desktop can be personalized so that only needed functions and information are visible. The Emphasis is on Flexibility If there is one thing that characterizes coop marketing, its variety and change; every supplier has different needs. Timelines get squeezed. MarketingPilot was designed to handle this typical workload consisting of a mixture of simple and complex, and short and long projects. Say Good-bye to All the Paper Just point and click. Important information is always available in MarketingPilot. Drill deeper with a few clicks to find out more. MarketingPilot's state-of-the-art design means fewer reports and faster answers. Handle Large Volumes of Information MarketingPilot is highly scalable and is designed with high performance in mind to be able to handle large volumes of data: whether its clients, prospects, suppliers, inventory, products, advertisements, bookings, campaigns, etc. Web Browser MarketingPilot enables teams to collaborate online, in real time, using any type of device PC, Mac, Phone or Tablet with a web browser and network access. Page 2 of 8

3 A High Productivity Personal Environment MarketingPilot provides each user with a personal home page that they will use again and again each day. Docking widgets enable each user to personalize their home page with their to-do list, project list, tasks, metrics, and more. Reminders and alerts ensure that nothing is forgotten. MarketingPilot s customizable workspace provides each user quick access to needed functions and information. All Types of Media MarketingPilot can manage fully integrated programs including traditional media, new media and alternative media. MarketingPilot is designed to meet the needs of today s multi-channel media outlet that a variety of media types including: Manage Assets that have limited or unlimited availability. Create and manage Assets with sub-units such as coop ads in magazines. Handle all ad types including Rotators (Assets that can have multiple concurrent advertisements running at the same time). Track booking history, usage by Client, revenue, cost and profitability for each Asset. Manage back-orders: enable users to back-order Assets; create media as needed. Bookings MarketingPilot provides powerful and easy to use booking functions: Advertisements in print media including magazines, mail order catalogs, circulars, etc. Online Advertisements on web sites. Mailing lists and ing lists. Sponsorships. Events Signage and outdoor advertisements Banner ads on web sites and blogs. Billboards Bus, Taxi and Shelter ads Classifieds Direct mail lists lists Inserts Magazines and Trade publications Network, Spot and Cable TV Network, Spot, & Local Radio Outdoor advertisements Search engine keywords Electronic signage Sponsorships Merchandizing In-store signage End-caps and shelf talkers Users can quickly create bookings for clients. Availability Gantt chart visually shows Asset availability. Forecast revenue and Asset usage. Convert Bookings into Invoices with a few clicks. Bookings and Invoices are automatically linked. Link Bookings to specific products; track Bookings for each product. Inventory and Asset Management MarketingPilot provides powerful tools to help manage your inventory: Setup Assets quickly using templates and wizards to build your inventory. Build inventory as far in the future as you want to. Powerful search function enables users to find available Assets. Organize Assets by type, market, channel, genre, section, issue, volume, date, location, type, category etc. Powerful Planning Tools MarketingPilot enables users to quickly build plans for multiple media types with minimal effort: Generate media plans for all media types. Include all media types in a single Plan. Quickly convert Plans to buys without rekeying. Create Plans in print, online or broadcast formats; switch back-and-forth between formats; Cross- Page 3 of 8

4 tabulation to enable spreadsheet style plan entry and review. Import/Export Plans from Excel. Quickly generate proposals. Track client, agency, campaign and other information. Track broadcast ratings, reach, circulation, impressions, etc. Powerful plan-builder wizard helps create large/complex Plans. Mass update facilitates global changes to Plans. Set Plan goals for cost, revenue, reach; GRPs; CPM; CPP; track performance versus actual. Integration with MarketingPilot s media database, advertisement, ordering, invoicing, booking and accounting functions facilitates the full media buying process. Route Plans for approval. Annotate Plans with notes. Attach files to Plans. Associate Plans with Campaigns, Events, Jobs, Programs, Products, Locations, Services and Channels. Create Plans in multiple currencies. Business Development and Customer Relationship Management MarketingPilot provides an integrated management system for use by account executives and client-facing staff. Each client and prospect has a dashboard where all related information can be found: Activities, tasks, meetings and calls Bookings Invoices Payments Quotes Estimates/proposals Contracts Campaigns Files; purchase orders, correspondence and other documents Notes Sales opportunities and revenue forecasts Contract Management MarketingPilot provides contract management functions designed to help you manage and track contracts: Track contracts in an integrated database; never hunt for a contract again. Store contract documents in MarketingPilot. Automatic alerts when expiration approaches. Store contract templates. Log all contract notes and communications. and SMS/Text Messaging MarketingPilot integrates and sms/text seamlessly. Send messages without leaving MarketingPilot; Attach sent mail to clients, vendors, tasks, projects, etc. Log every message sent Sent alerts and notifications using or sms/text Integrated search Templates Manage and Track Advertisements MarketingPilot tracks ads created by clients or created inhouse eliminating the need for a separate tracking system. MarketingPilot tracks: Usage. Authorship information. Storage location. Creation and expiration dates. Related documentation, such as legal approval, compliance information, sign-offs notes, estimates, etc. Thumbnails Phone numbers and URLs used. Vendors. Financial history. Production and Job Management Users appreciate the power, flexibility and simplicity of MarketingPilot s production functions. MarketingPilot enables users to initiate and execute creative production projects without spending a lot of time on project management. Production Jobs are linked to Bookings. With MarketingPilot, everyone knows what they need to do and when. Real-time updates enable immediate decisionmaking about project status and the impact of scheduling changes. MarketingPilot tracks progress and helps avoid bottlenecks and communications problems: Best practice templates expedite project setup and help forecast workload. Templates enable users to start jobs quickly with minimal effort. Chain tasks together within each project, simplifying schedule changes. Milestone dates associated with a project are also linked to tasks; change a single date to reschedule an entire project. Role-based project management functions facilitate re-assignment of duties to balance individual and Page 4 of 8

5 team workloads. Roles facilitate work-queuing and dynamic scheduling. Forward-assignment makes it easy to assess the impact of a date change on a team s workload. Alerts can be configured to automatically send or SMS reminders when critical events occur. Alerts help ensure that important milestones and deadlines aren t ever missed. Alerts automatically keep clients and contractors informed. Click on any entry to drill down to its details. Powerful filtering options enable the calendar to be customized so that it displays only the information desired. View the calendar by day, week or month. Create new jobs, tasks and activities directly from the calendar. Display calendars using fiscal year, broadcast calendar or Julian calendar layouts. MarketingPilot s robust, comprehensive and flexible system for managing job workflow and information replaces slow and cumbersome job folders and paper files. MarketingPilot supports the entire production process from client request to estimate, to design, copywriting, printing, time keeping and invoicing. MarketingPilot improves staff and resource utilization, increases productivity and efficiency, and shortens production cycles. Job management tools include: Job dashboard Staff assignment Critical date and milestone management Vendor and client management Digital Asset management Real-time job status updates Job costing and profitability Time slips Logging Calendars MarketingPilot includes a powerful, fully integrated marketing calendar: Display tasks, approvals, jobs and other activities automatically. Media Buying MarketingPilot makes it easy to purchase media for resale. MarketingPilot helps media buyers purchase media more effectively and more economically. MarketingPilot's media buying tools are fully integrated: There is no transferring or rekeying information. Go from order, to traffic, to results, to reconciliation - with just a few mouse clicks. All the information needed is always at your fingertips. Use MarketingPilot to buy all media types: Banner ads Billboards Blogs Bus, Taxi and Shelter ads Classifieds Direct mail lists lists Inserts Magazines Network, Spot and Cable TV Network, Spot, & Local Radio Newspapers Pop-ups Search engine keywords Trade publications MarketingPilot's integrated media database stores available media outlets, rates, markets, demographics, reach, circulation, audience, past, planned, and current usage; review performance, what was paid, current prices, discounts, and make-goods. Track more than 50 variables for Page 5 of 8

6 each media buy including reach, share, GRPs, market, demographic, day part and more. Campaign Management MarketingPilot provide a robust, comprehensive and flexible system for managing all client campaigns, and the data they generate - no matter how simple or complex. With MarketingPilot all the information bookings, advertisements, proposals, contracts etc. - about every campaign is in one place; and it s easy to determine what worked and what didn t. Digital Asset Management Improve efficiency through full integration of digital Asset management and project workflow. MarketingPilot's provides powerful state-of-the-tools to store, route, approve, review, mark-up and manage advertisements, contracts, proposals and other digital files. MarketingPilot lets users continue to work with files exactly as they do today while providing improved collaboration, automatic filing and quicker access. Never hunt for a file again. Enables users to attach related documentation including contracts, s, faxes, mockups, PDFs, etc. to financial records Invoicing and Accounts Receivables MarketingPilot provides integrated invoicing and accounts receivables: Invoice Bookings quickly Create standard items and services Advance-billing and retainers Prof-forma Invoices Associate invoices with projects Send invoices to clients via Route invoices for approval Track sales, VAT, GAT taxes Track receivables and payments Track returns; issue refunds and credit memos Bill time from time slips Track accounts receivable aging Print client statements Comprehensive Financial Management MarketingPilot provides complete integrated financial management: Complete General Ledger Income Statements and Balance Sheets Estimates Purchase Orders Accounts Payable Pro-forma Invoices Invoicing Retainers/Advance Billing Job Costing Accounts Receivable Payroll Check writing Online Credit card processing Reconciliation Work in Process Sales tax, VAT, GST Plus MarketingPilot: Integrated Estimating MarketingPilot provides integrated client estimates: Use standard items and services Create an unlimited number of estimates Send estimates to clients via Route estimates for approval Associate estimates with projects and clients Convert estimates into invoices with a single click Keeps each user's work separate Manages accruals as well as cash expenses Prevents unauthorized access or updates with comprehensive security functions Annotates transactions with notes Budget Management Spend less time managing budgets. Budget for specific projects or clients. MarketingPilot eliminates many of the problems associated with spreadsheet-based budgets: There are no formulas to update or spreadsheets to keep linked. The math is always right Page 6 of 8

7 Multiple users can update and use the same budget at the same time Budgets are always up to date as expenses and revenues are updated automatically MarketingPilot eliminates rekeying by using the financial information that is already in the system Multiple Currencies MarketingPilot s enterprise edition is designed to handle multiple currencies - all at the same time to facilitate operations in multiple markets. File storage, uploads and downloads Alerts Estimates Equipment and materials requests Purchase Orders Approvals and routing Event dashboards Travel itineraries Reports MarketingPilot enables users to transform valuable marketing data into shared information for insightful, timely decisions. MarketingPilot provides a comprehensive reporting solution that enables the creation, management, and delivery of both traditional, paper-oriented reports and interactive, webbased reports. Users can create custom reports and explore MarketingPilot data using a report designer with a familiar Microsoft Office user interface. Users can: MarketingPilot s web portal user interface can be customized to include corporate logos, fonts, design and branding. Create standard reports or cross-tabs, and charts Add text and formatting to reports Create new fields and calculations Preview, print and publish reports Export report data to formats such as Microsoft Excel, Adobe PDF, HTML, etc. Performance Measurement and Reconciliation MarketingPilot tracks performance - the way you do. MarketingPilot gives users complete flexibility to track performance using metrics that are meaningful to their business. Powerful report management features enable a high degree of control. Custom reports can be added to MarketingPilot s menu or deployed to a report web site for access by non- MarketingPilot users. Organizations can deploy interactive Web-based reports to deliver information to clients or partners over extranets or the Internet. MarketingPilot's flexible, role-based security protects reports and information. For example, access to payroll transactions can be restricted to select users. Web Portal MarketingPilot s Web Portal provides a new level of e- business productivity. The Web Portal provides an out of the box portal it s an ideal way to collaborate with clients, speakers, vendors, and freelancers. The Web Portal is designed so that users can only see information that belongs to them. The Web Portal provides: Immediate Access - All the Time Say good-bye to hours spent scouring reports and keying results into spreadsheets for analysis. With MarketingPilot the up-to-date information users need to make decisions is available all the time. Users can quickly import result data from other systems. Reports MarketingPilot enables users to transform valuable marketing data into shared information for insightful, timely decisions. MarketingPilot provides a comprehensive reporting solution that enables the creation, management, and delivery of both traditional, paper-oriented reports and interactive, webbased reports. Page 7 of 8

8 Users can create custom reports and explore MarketingPilot data using a report designer with a familiar Microsoft Office user interface. Users can: Create standard reports or cross-tabs, and charts. Add text and formatting to reports. Create new fields and calculations. Preview, print and publish reports. Export report data to formats such as Microsoft Excel, Adobe PDF, HTML, etc. Powerful report management features enable a high degree of control. Custom reports can be added to MarketingPilot s menu or deployed to a report web site for access by non- MarketingPilot users. Organizations can deploy interactive Web-based reports to deliver information to clients or partners over extranets or the Internet. MarketingPilot's flexible, role-based security protects reports and information. For example, access to payroll transactions can be restricted to select users. Use MarketingPilot via the Cloud or on an In-house Server MarketingPilot requires no IT involvement or support. All users need is a web browser and internet connection. For a fixed fee we take care of everything. MarketingPilot can also be installed on an in-house server. In-house installation is quick and easy and MarketingPilot requires minimal on-going support from IT: IT isn t needed to add and remove users. Reconfigure the system without "taking it down". There is no need for an operator to monitor the system day-to-day. Back up MarketingPilot while it s being used. Use the computers and tablets you already have. Choose the Version with the Right Features ASIMO is available for MarketingPilot Professional and Enterprise editions. Visit the MarketingPilot web site at to compare editions and features. Advanced Technology MarketingPilot incorporates the latest Web 2.0 technologies. MarketingPilot s industry standard SQL database makes it easy to integrate MarketingPilot with existing systems. Multiple Languages The enterprise edition is designed to support multiple languages, allowing each user to select the appropriate language, currency, time zone, and numeric display option. Customize Every Field with the Enterprise Edition The Enterprise Edition enables users to customize the name of every field on every page. Security MarketingPilot provides a layered approach to security. Builtin security features manage user privileges and control access. Deploy MarketingPilot on an in-house server behind a firewall, or use SSL encryption for even greater security. Services That Make It Easy Every MarketingPilot client is assigned to a dedicated account management team professionals who are on call to help in any way possible. Our team will help your organization gain and maintain a real competitive advantage. A range of services is available to get the most out of MarketingPilot: Online and onsite training led by professional marketers who are MarketingPilot experts. Custom report design. Software development and customization. Integration of MarketingPilot and existing systems. Process improvement consulting. About MarketingPilot Software LLC MarketingPilot Software LLC is a leading provider of agency management and marketing software collaborative systems for improving agency effectiveness and productivity. Every day thousands of users at hundreds of agencies in more than 30 countries use MarketingPilot. Find out More In the US call , in the UK call or contact us via at sales@marketingpilot.com and request a demonstration. Visit our web site at for more information and for contact information in other countries. MarketingPilot Software LLC Suite Ridge Avenue Evanston, IL USA 2011 MarketingPilot Software LLC, all rights reserved. MarketingPilot, MarketingPilot Software and The Marketing Information System are trademarks of MarketingPilot Software LLC. This brochure describes the features of MarketingPilot Release 12. Not all features are available in all editions of the product. Page 8 of 8