pando/pageflex webinar - growth through acquisition
TRANSCRIPT
Pageflex – Pando - Webinar
G R O W T H T H R O U G H A C Q U I S I T I O N
2
EarthIntegrate Acquisition
EarthIntegrate developed Pando using Pageflex to help companies market their products and services by providing a platform for marketing collateral that allows various users to easily find, customize and execute for sales and marketing purposes. Pando makes it easy for a sales person or a marketing person to find what they need, update it, select a target, execute and track it.
What Pando Provides
Pando Overview
Leveraging Pando
Communicating with Pando
7
SaaS Delivery Model
SaaS Delivery Benefits• No hardware
purchase or maintenance required
• Highest level security protocols in place
• Email management and deliverability
• Regular updates• Professional Site
Monitoring and Performance Optimization
8
Pando Professional FeaturesBase Platform Features• SaaS Delivery• Product Manager• User Dashboard (widgets)• Advanced Search• Data Merge/Acquisition• Supports Print/PDF/Email• Campaigns / Campaign Tracking• Approval Process• Impersonation• SalesForce Integration• Initial Implementation Support• LeadsPlease data acquisition• eWallet Payment
9
Best in class UI/UX - Widgets
Dynamic Menu Bar
Advanced Search
User Configurable Dash Board
Widgets
10
User Dashboard Widgets
11
Advanced Search
• Filter by Relevance, Ascending/Descending, Alphabetical, Newest, Oldest, & Most Ordered
• Add additional criteria• Filter by Category• Filter by Product Type
Print, Email, PDF, other• Add filters for other
metadata
12
Advanced Search
• Preview Asset Description, Image, Link to PDF
• Viewed related assets or other output types for that asset
13
Product Manager
Product Manager will come pre-loaded with a set of Product Templates: Emails, Postcards, Letters, Brochures, and Campaigns.
This library will be updated for clients that continue to pay monthly fees.
14
Product Manager
Product Manager has: • Controlled access by user
group and area of product manager
• Content View, Edit, and Configuration Modes
• Ability to Load Any Number of Product Lines from base Studio/Projects
• Save, Version and Release Tracking
15
Product Manager
Users can:• View all versions by asset
type• Edit, Create or Delete
versions of an asset by type
16
Product Manager
Edit Users have:• Ability to set major
product properties: Name, Description, User Group, Keywords, Category, When it is visible on site, when it should expire from site.
17
Product Manager
Users can:• View/Edit Product
content for static and variable fields.
18
Product Manager
Edit User Modes:• Rich Text Editor
with Variable Field Insertion tool.
• HTML Editor• Static Text / Text
Box• Radio List• Dropdown / Check
List• Image / File
Manager
19
Multiple Asset Types - Email
Users can:• Set To/From, subject
line and edit major content areas
• Edit, Create or Delete versions of an asset by type
• Ability to embed other assets and track (PDF/Video)
• User specific tracking
20
Multiple Asset Types – Print/Mail
Users can:• Customize Content /
Update Imagery• Select Data for
Mailing• Preview actual
deliverables
21
Multiple Asset Types – PDF
Users can:• View/Download• Customize Content /
Update Imagery• Track orders• Ability to download
from order history
22
Multiple Asset Types – Inventory
Users can:• View Items• See Actual Inventory
Counts• Manage Kits• Customize Select
Content
23
Data Acquisition – Leads Please
Users can:• Acquire Contacts for
Direct Mail• Search for
Business / Residential
• By Area and Demographic
24
Approval Process
Robust Approvals• Admins can set
workflows by product, group,category,user
• User notifications• Approver
notifications and reminders
25
Order On Behalf Of - Impersonation
Ability to Delegate Ordering• Allow others to
order on your behalf• Ability to order for
someone else• User notifications• Approval process for
requests
26
SalesForce Integration
Salesforce Extension• Configure Users,
Products and Data List for Integration
• Import data for use print or email assets
27
eWallet – Payment Features
Credit Card Support:• Store Multiple Credit
Cards• Select Card via
dropdown for payment
• Select Card for recurring payments
28
Recap Pando Professional FeaturesBase Platform Features• SaaS Delivery• Product Manager• User Dashboard (widgets)• Advanced Search• Data Merge/Acquisition• Supports Print/PDF/Email• Campaigns / Campaign Tracking• Approval Process• Impersonation• SalesForce Integration• Initial Implementation Support• LeadsPlease data acquisition• eWallet Payment
Interested in Learning More
H A V E O U R T E A M C O N N E C T W I T H Y O U