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Gartner calls MarketingPilot the dominant mid-market provider of marketing software.

 

MarketingPilot Release 5 New Features

Announced in October, 2007 Release 5 of MarketingPilot adds many new features:

Major New Features

  • Budget management
    • New budget dashboard
    • Integrated with financials
    • Budget by GL, category, account, description
    • Budget roll-ups
    • Budget versus actuals
    • Workbooks/worksheets
    • Campaign, job, event, programs, location, client, vendor, product, service, channel, department budgets
  • CRM/Contact management
    • Functional redesign
    • New Alerts
    • Support for large databases
    • Custom user defined fields
    • Import/export
    • Component request tab
  • Email Alerts
    • Hyperlink to MarketingPilot
    • SMS/Text message support
  • Online Event Registration Option
    • Web registration
    • Integrated credit card processing
    • Single/group registration
    • Family registration
    • Invitation codes
    • By invitation only
    • Public/private registration
    • Automatic email confirmation
  • List Management
    • List dashboard
    • Upload/download lists
    • Add contacts to lists
    • Associate lists with campaigns, programs and jobs
  • Financial
    • Retainers
    • Credit card processing
    • Job costing

Enhancements

  • Calendaring
    • Enhancement to Calendar
  • Components
    • Add Component Code to View Components Page
  • Email
    • Enhancements to Email page
  • Event management
    • Enhancements to View Shipping page
    • Display of Event codes in combo boxes
    • New Registration tab
    • New Attendance tab
    • Enhanced Sponsorship Tab
    • Multi-language support
    • New Registration Items
    • Session page Registration tab
    • Registration dashboard
    • Default event code to event ID
    • Check in
    • Badge report
    • Results
  • Financial management
    • Add Estimate tab on Maintain Pro-forma Invoice page
    • Add Pro-forma Invoice tab to Invoice page
    • Editable quantity on credit items
    • Create Invoices from Estimates
    • Additional information on expense items
    • Create Pro-forma Invoices from Estimates
    • Enhanced Estimate tab on Invoice and Pro-forma
    • New Job Profitability report
    • Item/service enhancements for job costing
    • Credit Memo/Refund – Refund by credit card
    • Invoice - Enhanced analysis tab
    • Invoice - charge to credit card
    • Enhancements to Job, Event Program and Campaign Analysis tabs
    • Merchant accounts for credit card processing
  • System
    • Enhancements to the alert processor to use less server resources
  • Jobs
    • Enable duplicate job names
    • Default job code to job ID
    • 'Billable' jobs
    • Make Jobs from Estimates
    • Templates automatically shift job start dates
    • Add Est. Completion Date and Need by Date to Request dashboard
  • Help
    • Additional content
  • Media Buying
    • Add Program and other missing entities to Gantt chart filter
    • Media Usage page now shows Invoices
    • Convert Media Order to Invoice
    • Maintain Media Order/Expense Item Job Control
    • Make new job from Media Traffic dashboard
  • Tasks
    • Enhancements to Task tabs
    • Enhancements to Task time view
    • Automatically update Job Status upon completion
  • Taxes
    • Make Tax Rates Available in Expenses and PO's
    • Calculate tax on Expenses and POs
  • Time slips
    • Data entry worksheet
    • Automatic timers
    • Quick start on Job
    • Search/filter bar added to Time Slips tabs
    • Home page enhancements
    • Contact specific rates
    • New dashboard page
    • New metric - Job Actual Vs. Estimated Time
    • New metric - Staff Utilization/Realization
    • Workload Forecast
    • Enhanced Time Slips tabs
    • Integration with Work in Process
    • Work in Process dashboard
  • Reports
    • Miscellaneous report enhancements

 

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