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Collaboration with MarketingPilot

Marketing is all about working together. MarketingPilot includes a broad range of collaboration features designed to improve communications, save time and accelerate marketing processes.

Project Dashboards are the Foundation

  • Quickly create collaborative workspaces for each project.
  • Save detailed project specifications.
  • Track critical dates.
  • Store all the files related to each project.
  • Track all reviews and approvals for each project.
  • Log all project-related email messages.
  • Track all project notes.
  • Link the original request to the project.
  • Store files related to the project in linked folders.
  • Track time spend on each project using time slips.

Keep Everyone in the Loop

  • Automatically alert the team when critical events occur.
  • Send reminders and alerts via Email or Text Message.
  • Subscribe to files and get alerts when they are changed.
  • Route items for review or approval.

Collaborate and Share

  • Project dashboard links directly to all project-related information.
  • Participate in threaded discussions about documents and projects.
  • Review and edit project-related files online.
  • Use MarketingPilot Notes, Adobe Acrobat or Microsoft Office for mark-up and review.
  • Store all project-related notes on the dashboard for shared access and quick retrieval.

Use Tasks to Track To-do's

  • Task dashboards roll-up each user's tasks across projects.
  • Set start, due and reminder dates.
  • Setup tasks to start when a predecessor is completed.
  • Sequence tasks in any order within a project.
  • Automatically update project status as tasks are completed.
  • Add tasks on-the-fly or use pre-defined best practices workflows.

Protect

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

 

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