One platform to automate media and advertising workflows and CRM with no-code
Media and Advertising Workflow Map
Marketing manager
Sales representative
Account manager
Advertising project coordinator
Media production coordinator
Underwriter
Compliance officer
HR officer
Marketing
Segmentation
Establish flexible customer segmentation based on diverse criteria, empowering the implementation of targeted and personalized marketing strategies that resonate effectively with specific audience segments.
Campaign management
Leverage an integrated system to plan, execute, and optimize campaigns of any complexity and scale, resulting in more impactful and data-driven marketing strategies.
Lead management
Ensure a streamlined and unified approach to converting prospects into valuable customers with a centralized platform for efficient lead tracking, nurturing, and communication.
Account-based marketing (ABM)
Enhance ABM initiatives by taking advantage of targeted and personalized communication, automated account segmentation, and data-driven insights, maximizing the engagement of high-value customers.
Event marketing
Run successful and impactful marketing events by using tools for seamless event planning, attendee engagement tracking, and post-event analysis.
Sales
Opportunity management
Ensure a more streamlined and effective process for identifying, pursuing, and closing valuable opportunities by using ready-made and flexible sales workflows, centralized information, and collaborative activity management.
Cross-selling and upselling
Enhance upselling and cross-selling strategies by leveraging insights into customer preferences, purchase history, and behavior. Deliver targeted and personalized recommendations that boost revenue opportunities as well as foster long-term customer relationships.
Contract management
Centralize contracts, agreements, and related documents in a unified database and speed up processing time via automation of contract approvals and other document management workflows.
Partner relationship management
Manage partnerships and subcontractor relationships via an advanced partner portal that streamlines joint lead management, campaign coordination, and knowledge sharing.
Invoicing
Effortlessly generate and send invoices to the customer for the services provided, ensuring accurate billing and financial reconciliation.
Sales performance analysis
Analyze sales data and performance metrics to identify trends, assess the effectiveness of sales strategies, and make data-driven improvements.
Customer onboarding
Customer 360
Have a comprehensive and unified view of the customer's interactions, preferences, and history to personalize onboarding experiences, anticipate needs, and create a more efficient onboarding journey.
Customer lifecycle management
Ensure a smooth and efficient journey from initial contact to account setup and beyond by centralizing information, automating processes, and enabling personalized interactions.
Account management
Streamline account setup with a centralized platform for efficient communication, task automation, and real-time data access. Assign dedicated account managers as the main point of contact to oversee campaign execution.
Data and asset management
Leverage a centralized platform for efficient collection and management of the entire scope of customer information and branding assets, maximizing productivity and ensuring seamless collaboration among teams throughout the onboarding process.
Project management
Resource planning and management
Create a comprehensive project plan within a unified system, incorporating timelines, budget, resource allocation, and communication strategies to guarantee the success and timely delivery of the campaign.
Team collaboration
Effectively coordinate with various teams, such as designers, copywriters, and production specialists, in a single environment and across multiple projects. Share content, ideas, and knowledge quickly and easily.
Budget allocation
Determine the budget and allocate it across different media channels based on their reach, relevance, and cost-effectiveness.
Project monitoring and reporting
Monitor the progress of the campaign in real-time, track key performance indicators, and generate regular reports for both internal teams and customers.
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Ad production and placement
Media planning and buying
Choose relevant media channels, negotiate and secure advertising space, and communicate effectively with colleagues, customers, and subcontractors across diverse channels within a unified environment.
Production management
Develop a detailed plan for the production process, outlining tasks, timelines, and resource requirements. Coordinate with relevant teams to ensure a smooth production workflow.
Documentation and archiving
Use a single system to document the production process, including feedback, revisions, and final versions. Archive all project-related materials for future reference or re-use.
Customer service and support
Proactive issue resolution
Effectively serve and engage customers through various communication channels using an integrated digital customer service workspace, AI-driven workflow automation, and a comprehensive 360-degree customer view.
Feedback collection and iteration
Actively collect feedback from customers at various stages of the project, iterating on creative concepts and making adjustments based on customer input.
Customer self-service
Provide customers with a user-friendly portal for streamlined request registration, easy access to a comprehensive knowledge base, and efficient interaction, thereby reducing the workload on the service department.
Risk and compliance
Customer privacy management
Implement personal data compliance workflows in accordance with the industry’s best practices and data privacy regulations.
Regulatory compliance control
Ensure regulatory compliance across the organization via centralized management of regulatory documents, compliance plans, employee policies, etc.
Legal case management
Streamline management of legal cases, ensure unified format for documents, and optimize legal-related workflows and collaboration processes.
Certification development
Monitor and manage certification processes throughout the entire organization to ensure complete regulatory compliance.
Internal audit
Manage audit workflows across all the required financial, physical, and legal assets within your organization.
Employee experience
Employee lifecycle management
Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.
Employee request management
Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.).
Collaboration
Consolidate communications, collaborate, share knowledge and documents, plan your tasks and meetings, and manage reviews and approvals with maximum efficiency.
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