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.
Thanks Nancy. Unfortunately, BaseCamp is a little pricey for us. Do you have any experience with zoho.com or FastTrack Schedule? The only thing that bothers me about the latter is it hasn't had a significant update in a long time.
I do developmet and implementation for companies of all sizes migrating to Zoho. It offers a lot of modules (check out https://one.zoho.com/), in particular "Projects" is a very useful one for project management. It is also very affordable and they have support technicians available (I use the chat function) 24/5.
If you're managing marketing plans and also creating marketing content for your clients, you might want to also look at an online proofing tool to help streamline feedback on all the content.
Try out https://pageproof.com – it's a very simple, smart online proofing tool that lets you review PDFs, artwork, imagery, video, audio etc with any number of reviewers. Reviewers add feedback directly on your work with pin-point precision.
There is a free Adobe add-on for InDesign/Photoshop/InCopy and Illustrator which lets you send out proofs directly from those Adobe CC apps too.
You may want to check out this free web based project management tool called Fluxes. There are tons of features which make this tool useful, but if we're talking about the main functionality, here is what people can do on Fluxes:
- Create tasks and to-do lists
- Assign tasks to team members
- Mark tasks as done
- Set due dates for each task or for a set of tasks
- Share files
- Discuss tasks and projects
- Run flexible reports (what's overdue, what's due soon, what tasks have been done)
- Weekly recap by email shows an overview of what to do next
- Smart deadlines is an optional mode where tasks with the nearest due dates automatically appear at the top of To-Do lists, so nobody will forget about tasks even they were created a while ago
- Copy checklists with just a few clicks, useful for recurring workflows
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.
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.
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.
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)
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
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.
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.
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