Manage Marketing Tasks

Absolutely! Pronnel Customer's Marketing Management module is perfect for managing your content calendar. You can itemize each task, set deadlines, assign responsibilities, and share detailed inputs. Team members can add notes and upload images or videos. Enhance the process with approval routines: juniors can push tasks to an "Approval" bucket, and seniors can approve with comments or request rework. Only seniors can move tasks from Sent for Approval. (#ProTip- You can use Automation to create a hidden field tracking the number of iterations a task goes through. Tracking this can help you idnetify the bottlenecks of which types of tasks need more rework, or, if an individual is in need for further training).To prevent tasks from being overlooked, automate email reminders or change the task priority to urgent if deadlines approach without progress. Plus, the Kanban Board view makes it easy to monitor task stages and due dates. Use filters for assignees or end dates to focus on the most pressing tasks. Pronnel simplifies your content calendar management!

Yes, you can post on social media platforms like Facebook, Instagram, Google My Business, and X (Twitter) directly from Pronnel CRM. Each post can be set up as a separate task with custom fields for the posting date, time, artwork, and copy. Once the task is completed, a custom button allows you to post directly to the desired platform. For automation, connectors like Zapier, Integrately, Pabbly, or Make can handle the posting. Automating this process is also possible with some additional setup.If you need help, our Sales Team is ready to assist you in setting this up for the first time.

Yes, you can track Budget vs Spend in Pronnel CRM. While it's not designed for in-depth financial work, tracking marketing budgets is straightforward. Ensure each ticket has an End Date (target for completion and accrual of spend) and a Budget amount (using a number field with a custom unit, not a currency field). When a task is completed, add the actual spend in a similar number field. This setup allows you to track marketing expenditures easily.
Pronnel offers these reports:
1. Monthly Spend vs Budget - with the flexibility to adjust for the fiscal year.
2. Spend vs Actual based on Activity Type.
You can also create custom reports and drill down into individual initiatives for detailed analysis.

Pronnel Customer offers a variety of marketing reports to help you track and optimize your marketing efforts:

1. Task Completion Status by Month: View monthly task completion and drill down to individual performance.
2. Task Completion Status by Activity Type: Monitor completion rates by different types of marketing activities.
3. Task Completion by Individuals: See the workload and task status for each team member.
4. Percentage Task Completion by Individuals: Compare team members' performance based on task completion rates.
5. Grid Widget of Overdue Tasks: Identify and prioritize overdue tasks.
6. Task Breakdown by Task Type: Understand the focus of your team's activities by task type.
7. Completed Task Rework Counter: Track tasks and individuals involved in rework to identify areas needing improvement.
8. Proportion of Tasks Completed on Time: Identify which team member tends to be late in task completion (From the Marketing Task Management Board)
9. Lead Gen Spend vs Budget: Compare your lead generation spend against the budget.
10. Lead Gen Spend vs Revenue: Connect campaign and sales data to analyze the effectiveness of lead generation efforts.

Additionally, you can create any specialized reports you need. With Pronnel Customer, there’s no limit to the number of reports and dashboards you can create. For instance, if your team handles multiple brands or product lines, simply add a custom field for each brand, and you can run all the above reports segregated by brand. The possibilities are virtually limitless.

Pronnel CRM provides a comprehensive campaign management module where you can plan, execute, and track your marketing campaigns. You can set up campaign goals, assign tasks, monitor progress through Kanban boards, and analyze campaign performance with detailed reports.

Absolutely! Pronnel CRM allows you to create custom marketing reports tailored to your specific needs. You can choose from various metrics, filters, and visualizations to generate reports that provide insights into your marketing activities and performance.

Yes, Pronnel CRM supports multi-channel marketing campaigns, allowing you to manage and track your efforts across various channels such as email, social media, and paid advertising. This ensures a cohesive and unified marketing strategy.

Pronnel CRM helps you manage marketing budgets by tracking budget allocations and actual spend for each campaign or task. You can set budget limits, monitor expenses in real-time, and generate reports to compare budget vs. actual spend, ensuring you stay within your financial targets.