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kcrossley
Inspiring
January 21, 2017
Question

Marketing Plan / Project Management Software?

  • January 21, 2017
  • 19 replies
  • 11639 views

As my clients grow in size, I'm finding that I need software or an online solution to help me manage each client's overall marketing plan, which often includes advertising, social media, print collateral, and other deliverables. I'm a small company with just two people so I don't need anything elaborate, but it would be nice to allow my clients access so they can see what's in the works. Thanks for your help.

    This topic has been closed for replies.

    19 replies

    F
    Fozycrozy
    Participating Frequently
    January 27, 2023

    . I'd like to see the cost calculation as a separate table. Of course, I could do this in Excel, but maybe the software could do it for me. It'd save me a lot of time. I roughly understand what my mistakes are, but sometimes I get so excited about the project idea that I invest much more money in advertising that doesn't pay off. How much should you spend on marketing?

    D
    default2th0ureq0y0h
    New Participant
    September 7, 2024

    You could have a custom dashboard and solution built in Zoho CRM, some touched on this in earlier posts. We've had various solutions built in the platform by a zoho partner local to us.

     

    It could be done in Zoho creator and integrated with projects or other apps/modules in the suite but actually I think you would probably do well with Zoho CRM custom modules, dashboard and analytics.

     

    If you would like to find out more you can visit Zoho's site https://www.zoho.com/crm/ or you could register and try the Zoho One app suite, using this link will notify the co. we used that you may need their help however FYI.

     

    If you would like to check out our Zoho partners who are fantastic you can check out their website https://www.digital-scientists.co.uk/ they support businesses in multiple territories.

    F
    Fozycrozy
    Participating Frequently
    January 25, 2023

    Do any of these programs allow you to compare statistical costs for each marketing project? Recently, I have faced the problem of inefficient allocation of funds for advertising.

    Nancy OShea
    Nancy OShea
    Adobe Expert
    January 26, 2023

    ROI = Return on Investment. 

    The basic formula for calculating ROI is to divide your net income by the total cost of the investment (tools, services, man hours, ads, and other related purchases).  Any good accounting software can help you with that. 

     

    Nancy O'Shea— Product User, Community Expert & Moderator
    D
    Dovile Mis
    New Participant
    November 19, 2021

    If anyone is still looking, I would suggest taking a look at Teamhood. It is visual and allows you to share views with anyone via a link. Easy to collaborate and involve clients into the process.

    R
    RosaleeC
    New Participant
    March 11, 2020

    Hi

    We are a small company as well and we use proggio.com.

    It has a free plan so you can figure out if it works for you and most importantly, they integrate with Jira 

    It works best for us

     

    D
    DonnaStone
    New Participant
    March 25, 2020

    I second the Proggio recommendation. We use it as well and it is very friendly. They also have quick real people support that answered all my questions which is nice because in many places they use bots for that 

    S
    SJRiegel
    Adobe Expert
    January 8, 2020

     

    We have recently started using one called Monday. It's relatively new and they are adding new features all the time. The price is pretty reasonable, too. (monday.com)

    S
    sam-apex
    Known Participant
    October 31, 2018

    Hi kcrossley

    I used project manager tools for a number of years. The two I would suggest are Asana (asana.com) and Wrike (wrike.come). Each has it's own + and -. Asana is free to use but if you want the calendar it will cost a small fee. Wrike is also free for personal use but the proofing tool is not included.

    Good luck

    ColeCantrell
    ColeCantrell
    New Participant
    June 16, 2018

    Hello,

    I think this is a good question. I like to use calendars to outline content. Its simple and gives you an good visual overview of everything going on. It's simple and effective.

    anissa_thompson
    anissa_thompson
    Adobe Expert
    May 31, 2018

    Simple, Free for small shops:  http://kanbanflow.com and http://trello.com

    Easy, minimal features for Office365 environment: http://tasks.office.com (Microsoft Planner/Teams)

    Great features for very minimal cost (*favorite): http://projects.zoho.com

    Hope this helps! Make sure to press "✔ Correct Answer" on this post if this answers your question. Happy Creating!Anissa • @anissat
    J
    JMAndersonCMC
    New Participant
    May 29, 2018

    Trello works.  It's free to use and you get unlimited boards, lists, cards, members, checklists, and attachments, a free power-up per board and you can attach files up to 10MB from your computer, GSuite Drive and etc.

    M
    marcelp61268127
    Participating Frequently
    May 29, 2018

    I can recommend Zoho

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