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Solutions
MarketingPilot AMS provides a broad range of functions to address the common requirements that advertising agency's have. What problem(s) are you trying to solve?

  • Managing Ad Bookings and inventory
  • Managing Production
  • Managing Business Development
  • Managing Digital Assets
  • Managing Events
  • Need a better way to do Accounting
  • Managing Internet Advertising
  • Print Production
  • Staff Scheduling
  • Time Keeping

Interactive Agency

Problems

Client management and Case management.


Solution

This large interactive agency has approximately 300 clients and separate business development and account management teams. The agency maintains a prospect database of more than 15,000 contacts and a client database of more than 1,000 contacts. MarketingPilot CRM is used to track prospects, prepare estimates and track opportunities. The agency uses Jobs to manage their complex estimating process. The agency also uses MarketingPilot CRM for production and support, averaging more than 500 open jobs each month.

Recruitment Agency

Problems

Sales Automation, Opportunity Management, Contract Management and Production.


Solution

This mid-size recruiting firm sells services on an annual contract basis. It uses MarketingPilot to manage prospects and leads and to assign them to 10 Reps. The firm tracks more than 300 open opportunities at any time and and uses them to forecast revenue. Client management functions are used to track more than 500 on-going relationships. Services are delivered using MarketingPilot for production. The firm relies heavily on the integration of CRM and billing.

Media-buying Agency

Problems

Sales Automation and Opportunity Management.


Solution

This large media buying firm has thousands of contacts at several hundred clients. Its team of 20 reps and account managers use MarketingPilot to manage their territories, prepare proposals and track client interactions. The firm leverages MarketingPilot's integrated media planning and financial functions to enable reps to prepare and send proposals to clients and quickly execute them.

Bank

Problems

Marketing Production, Design and Sales Library.

Solution

The marketing communications department of this regional bank serves more than 500 branches in 15 states. Marketing representatives use MarketingPilot to fulfill requests by branch staff for collateral materials and advertisements. The web portal provides each branch with secure access to materials and with a content library.

University

Problems

Event management, Development and Fund raising.

Solution

This state-wide university system uses MarketingPilot to manage events targeting senior leadership and its 500 largest donors. The event team runs 50+ events each year and tracks attendance and detailed contact information in MarketingPilot.

Utility

Problems

Event Management, Registration and Contact Management.

Solution

This large utility uses MarketingPilot to manage a 'green' program targeting builders and contractors. MarketingPilot is used to track attendance at seminars and events and to maintain mailing lists.

Law Firm

Problems

Contact Management, Content Library and Marketing Communications.

Solution

This 100+ attorney law firm uses MarketingPilot to provide marketing services to more than 50 practice groups. The marketing team uses MarketingPilot to manage relationships with internal clients and their outside marketing partners. The team relies on MarketingPilot to manage marketing communications projects and to store collateral materials prepared for the attorneys and clients.

School District

Problems

Event Management and CEU tracking.

Solution

The training department of this school district provides Continuing Education and In-Service Training. The School District uses MarketingPilot to track registration and attendance by several thousand teachers and administrators.

Online Retailer

Problems

Client Management, Business Development and Ad Sales.

Solution

This major online retailer sells advertising space to thousands of vendors. The retailer uses MarketingPilot to manage client relationships with the vendors, prepare marketing plans and book advertisements.

 
 
CRM Features
- Alerts
- Analytics
- Approvals
- Calendars
- Case Management
- Client Management
- Client Portal
- Contract Management
- Document Management
- Editions
- E-mail
- Email Marketing
- Estimates
- Events & Registration
- Financial Management
- Lead Management
- Marketing
- Marketing Automation
- Marketing Database
- Opportunity Management
- Reports
- Salesforce.com Integration
- Scheduling
- Social CRM
- Territory Management
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