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Online Marketing  Collateral Management
Efficient Collateral Management ,[object Object],[object Object],[object Object],[object Object]
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 ,[object Object],1.  Set Up Users Set permissions and document options
Track Costs 2.  Select Parameters View and filter results by date, item, department or user ,[object Object],1.  Choose a Report Track costs as well as order history from central interface
System Set Up Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
For more information… Jason Kowal [email_address]

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Field Sales Collateral Management Tool

  • 1. Online Marketing Collateral Management
  • 2.
  • 3. 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
  • 4. 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
  • 5. 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
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. For more information… Jason Kowal [email_address]