MarketingPilot provides instant access to the most recent versions of the sales and marketing documents and materials your teams need—all in one place. MarketingPilot acts as your on-demand resource for critical business materials by providing a document library to enable consistent and effective communications from anywhere anytime. MarketingPilot's state-of-the-art document management tools enable users to store, route, approve, review, mark-up and manage documents and creative files of all types.
Stand-out Features
MarketingPilot is designed with the premise that document management is tightly integrated into every part of each users' daily work. With MarketingPilot document management is tightly integrated into contact management, lead management, workflow, job and case management, etc.
- Publish files to a MarketingPilot library for access by non-MarketingPilot users. Libraries have a completely flexible folder structure with a customizable look and feel.
- Tight integration with Adobe Acrobat and Microsoft Office. Windows users can open files in MarketingPilot, edit them and save them without having to upload or download them, even over the Internet. Route Acrobat files for comment and track all the changes in MarketingPilot. Route Word, Excel and Powerpoint files for review and track all the changes in MarketingPilot.
- Integrated routing, review and online markup.
- Drag-and-drop files and folders from Windows and Macintosh to/from MarketingPilot.
- Browse for and work with files in MarketingPilot as if they were on your desktop.
- Store a single file in multiple folders; MarketingPilot automatically creates shared folders for every campaign, job, event, project, contact, etc. Create folders within folders, etc. as needed. View files in folders in list or thumbnail formats.
- MarketingPilot indexes files automatically, as they are stored.
- Fast upload and download; upload multiple files at one time.
- Send files via email as attachments.
- MarketingPilot's Version Control feature provides an audit trail for every file as it moves through its life cycle. MarketingPilot reduces rework and mistakes by ensuring that everyone is using the right version of a file. MarketingPilot tracks the history of changes to files, for regulatory, legal and operational purposes.
- MarketingPilot tracks usage and provides useful metrics to help users manage and track document usage.
- MarketingPilot thumbnails every page in multi-page Word documents, every tab in Excel spreadsheets and every slide in Powerpoint presentations.
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