MarketingPilot Agency Management System -
Vendor Management
MarketingPilot redefines your ability to manage vendors. Each vendor has a dashboard where all related information can be found.
Contact Management Features
Maintain detailed vendor information.
Track Tax ID, 1099 Status.
Require Vendor approval.
Schedule follow up tasks, appointments and calls.
Track every activity associated with a vendor.
Keep detailed notes about each vendor.
Create reminders.
Each user can create to-do's for each vendor that automatically roll up into a consolidated list to ensure that nothing is ever forgotten.
Multiple currencies (Enterprise Edition).
Every email sent to the vendor using MarketingPilot is logged into the system.
Automatically notify vendors when important events occur via email alerts.
Track all correspondence and deliverables in document and digital asset folders associated with each vendor.
Track all the requests that the vendor has made.
Complete visibility means that everyone always knows what is going on.
Production Features
View all projects where the vendor is used including Campaigns, Jobs and Programs.
View all vendor output and proofs and revisions; create document and digital asset folders for each vendor.
Automatically notify vendor when important events occur via email alerts.
Track every activity assigned to/for the vendor.
View all quotes prepared by the vendor.
View all vendor time slips related to client projects.
Track all the requests that the vendor has made.
Keep detailed notes about the vendor.
Financial Management Features
Default Expense account.
Default AP account.
AP Priority.
View all requests for quote sent to the vendor.
View all quotes prepared by the vendor.
Track all vendor payables.
Track all payments.
View all expenses incurred with the vendor.
Track all correspondence for each vendor.
Web Portal
The MarketingPilot Web Portal takes vendor management into the 21rst century.Give vendors Web Portal access and they will always be able to access the information they need:
Vendors can upload and download files, documents and digital assets.
Share documents and digital assets with vendors.
Vendors can submit time sheets.
Send vendors requests for quotes and purchase orders.
