MarketingPilot provides a robust, comprehensive and flexible system for managing Cases. With MarketingPilot shared electronic Case management is a reality; now you can have all the information about every Case and its workflow in one place. MarketingPilot enhances transparency and accountability, and makes it easy to see what each person is doing and to assign work.

The Emphasis is on Speed and Flexibility
MarketingPilot's project management and workflow features are designed to handle even the most complex and varied workload.

Start Cases Fast

• Create templates - always execute using best practices.
• Use templates with one click.
• Web Portal enables Clients and Sales staff to to self-service initiate Cases.
• Maintain a centralized queue for all Cases.
• Accept, reject, assign and schedule Cases.

Manage Tasks

• Task dashboards roll-up each user's tasks.
• Set start, due and reminder dates.
• Categorize tasks to assess and compare performance.
• Track how long Cases actually take versus their original estimated time.
• Setup tasks to start when a predecessor is completed.
• Sequence tasks in any order within a Case.
• Automatically update project status as tasks are completed.
• Insert additional tasks into a Case's workflow any time things change.

Turn on a Dime

• Reschedule an entire Case with one click; MarketingPilot immediately alerts the entire team.
• Add tasks on the fly.
• Reassign tasks as needed.
• Find Cases quickly using text search or filter.

Avoid Surprises

• Automatically alerts if a due date is missed.
• Notify users when the project is completed.
• Send reminders via Email or Text Message.
• Automatically send Email alerts when new jobs are assigned, received, and updated.

Track Critical Dates for Every Task

• Start dates.
• Due dates.
• Completion date.
• Milestone dates.
• Set automatic reminders.
• Display personal and department/company-wide calendars.

Manage Files and Other Important Information

• Save detailed specifications.
• Store all the files related to each Case.
• Track all reviews and approvals for each Case.
• Make a Creative brief for each Case.
• Log all Case-related email messages.
• Track notes.
• Link the original request to the Case.

Complete Financial Data

• Prepare client estimates and invoices.
• Track cost and profitability.
• Track payments, and receivables.

Protect

• Designate the team for the Case.
• Only team members can access information.

Collaborate and Share

• Case Dashboard link directly to all related Case and Client information.
• Threaded discussions and notes.
• Online file approval, review and markup.
• Integration with Adobe Acrobat and Microsoft Office.

Measure Performance

• Monitor and improve Case cycle time.
• Track workload.
• Measure Staff Realization and Utilization.
• Track request performance.