pando/pageflex webinar - growth through acquisition
TRANSCRIPT
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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
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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.
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What Pando Provides
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Pando Overview
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Leveraging Pando
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Communicating with Pando
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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
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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
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Best in class UI/UX - Widgets
Dynamic Menu Bar
Advanced Search
User Configurable Dash Board
Widgets
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User Dashboard Widgets
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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
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Advanced Search
• Preview Asset Description, Image, Link to PDF
• Viewed related assets or other output types for that asset
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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.
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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
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Product Manager
Users can:• View all versions by asset
type• Edit, Create or Delete
versions of an asset by type
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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.
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Product Manager
Users can:• View/Edit Product
content for static and variable fields.
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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
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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
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Multiple Asset Types – Print/Mail
Users can:• Customize Content /
Update Imagery• Select Data for
Mailing• Preview actual
deliverables
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Multiple Asset Types – PDF
Users can:• View/Download• Customize Content /
Update Imagery• Track orders• Ability to download
from order history
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Multiple Asset Types – Inventory
Users can:• View Items• See Actual Inventory
Counts• Manage Kits• Customize Select
Content
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Data Acquisition – Leads Please
Users can:• Acquire Contacts for
Direct Mail• Search for
Business / Residential
• By Area and Demographic
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Approval Process
Robust Approvals• Admins can set
workflows by product, group,category,user
• User notifications• Approver
notifications and reminders
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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
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SalesForce Integration
Salesforce Extension• Configure Users,
Products and Data List for Integration
• Import data for use print or email assets
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eWallet – Payment Features
Credit Card Support:• Store Multiple Credit
Cards• Select Card via
dropdown for payment
• Select Card for recurring payments
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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
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Interested in Learning More
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