Now you can easily create a sales and marketing plan for your business… without the frustration of gathering the information. Sales and Marketing Plan Software does all the work for you.
Sales and Marketing Plan Software makes use of standardized reports/dashboards and database integration to help sales and marketing managers pinpoint objectives and amounts of sales and marketing expenditures required to meet the bottom line requirements of the business. The software also enables comparison of actual against planned performance for better decision making.
Monday
For marketing teams of any size, our first tip is excellent. Monday is a software solution that helps managers set a schedule and plan out their strategies.
It’s easy to use, allowing professionals to deal with SEO, social media, content, and pretty much any marketing need.
With Monday, you can define a calendar for your pieces, as well as select the member who will perform each task.
You will be able to boost efficiency with automation, customization, project management, predictive analytics, road mapping, team collaboration features, among others.
Besides, you get 24/7 support and personal training with experts. You can use those features for $7.80 per month, per user. But in case your brand wants to try it, there is a free trial available.
Toggl Plan
For project and task management, another great option is Toggl Plan.
It’s a visual planning tool that allows users to apply visual elements to organize their tasks. You can customize the board as you wish with some drag-and-drop components.
Its efficiency is very similar to Kanban’s, the agile methodology. Leaders can easily see what’s done and what to do.
This way, they can also monitor the performance of each team member and identify problems in productivity.
In case you need any help, the support team is available online during business hours.
Toggl Plan costs $8 per month, per user. However, there’s a free version and a free trial period.
Bitrix24
Bitrix24 is another project management tool that can be very helpful for marketing planning. You can assign tasks to team members and set dependencies — a connection between those tasks.
With Bitrix24, your company will be able to plan email marketing, social media, SMS broadcasting, and much more.
You also get a full vision of what to do, just like in Kanban. The support team is available 24/7. The pricing starts at $24 per month, but there’s a free version.
ActiveCollab
ActiveCollab’s features include task dependencies, timesheets, time tracking, reporting, division of tasks into subtasks, task reminders, team communication, among others.
If your brand needs to organize tasks, as well as plan and monitor everything your employees are doing, it’s the right tool for you.
All of that is available for $6.25 per user, per month. Even though there’s not a free version, they offer a free trial.
Charlie App
Charlie is an attractive marketing tool that helps you create a positive impression when meeting people (especially for the first time).
A positive first impression is critical to winning over that customer, or closing a deal.
In a recent article on Harvard Business Review, by Dorie Clark…
“People may have built up a certain, inaccurate impression of you – you can’t expect to overturn that thinking with subtle gestures, you need a bolder strategy to force them to re-evaluate what they thought they knew about you.”
Truly, you need to work hard to overcome a bad first impression.
If you’re a social person or your job involves meeting with customers and clients, whether online or physically, Charlie App will help you establish a stronger relationship between with customers.
You should know that relationship with your customers is almost everything in business. It can make or mar your strategy.
Charlie scours through 100s of credible sources and automatically emails you a one‐pager on every potential customer/client you’re going to meet with, before you see them. Isn’t it powerful?
This marketing tool (let’s call it app) does this by capturing customer’s bio data, email address, phone numbers for follow up and getting them acquainted with your brand.
Charlie has gone far to introduce personalization in its marketing campaign. This is a campaign where attention are given to customers on-one-one instead of group.
It’s a simple but effective way to answer people’s questions and comments quickly. In fact, 53% of customers want response to their tweet within 1hr.
Don’t make your customers or social media fans perceive you as an unserious marketer, who doesn’t care about them. Use personalization to drive user engagement on social media and during meetups.
Oktopost
We’ve all been there – accidentally wishing to make more impact through social media. Yes, we know how powerful social media is, but it seems as though we’re lost.
If you can relate with this, you’re not alone. Oktopost is that social marketing tool you should give a shot.
Oktopost is great for B2B marketers. If you choose a social media tool that’s designed for B2C marketing, your results will be mediocre. Trust me, the plan, approach and features you need are different.
Lee Odden, founder of Top Rank Blog shows the distinction when he said that, “B2B marketers who are goals focused, strategic in planning and action are more effective.”
Oktopost is a B2B social media marketing tool designed to help you power your social campaigns and drive hungry buyers. It enables you to schedule your best posts to multiple social profiles, from a single dashboard.
Stay informed about social media, study the detailed reports on clicks, conversions, and other engagements for each of your posts.
You can also use Oktopost to determine quality contents to share with your audience – and keep them engaged all the time. As you already know, magical things happen when customers derive value for your content and get their questions answered.
An earlier case study by Gallup revealed to us that customer engagement boost sales and average revenue per user.
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Truly, it’s difficult to manually determine which type of content your audience prefers you post on social media. But with Oktopost it’s simple. The tool finds relevant conversations and leads you into it naturally.
WordPress
If WordPress sounds strange to you, then you’re probably new to blogging, digital marketing, or you’ve been hiding under the Old Harry Rocks in England.
WordPress is a simple and powerful content management system (CMS).
It’s actually a publishing software used mostly by bloggers, authors, digital companies, and content marketers to create and publish content, and build robust website.
These days, starting a business is damn simple. Because you don’t need to have programming skills or hire a professional programmer to build a website for you.
With this free and helpful WordPress software, you can design a website within 20 minutes. There are tens of thousands of free themes and plugins to make your website as professional and dynamic as you want.
The beauty of WordPress is that most authority news channels lives on it. For example, Mashable, CNN, Techcrunch, and more than 60 million other sites started out on WordPress – and I don’t see them switching to Joomla or Typepad anytime soon.
WordPress themes are popular too. Infact, 51% of marketers are now using WordPress themes to power their blogs.
No matter what you’re looking for in a website, I can assure you that WordPress is powerful enough to support it.
Even if you operate a brick-and-mortar business, you can always build a website and use it to attract motivated customers on the web.
ProofHub is a leading project management and team collaboration software that you can use to manage your marketing projects as well as your teams effectively. It combines all the essential tools that you need to plan, collaborate, organize, and deliver projects on time. Define workflows and break projects down into smaller, manageable tasks.
The Kanban boards in ProofHub let you track the progress of each task and see them moving through the different project stages. Moreover, you can attach files and add comments to a task. The integrated chat tool even makes it possible for you and your teammates to have quick conversations over text messages.
Key Features:
Being an all-in-one project management software, ProofHub comes loaded with a wide range of features with the most prominent ones as follows:
Online proofing allows you to review, proof, and approve designs & documents in real-time. To give feedback or suggestions while reviewing a file, all you need is to add comments to the design file or the document. Additionally, the markup tool makes it possible to highlight and add feedback to the specific regions of a file.
Gantt charts incorporated in ProofHub offer a visual representation of the overall project timeline. You can view task schedules, drag and drop tasks to modify their schedules, set task dependencies, and highlight the critical path of a project. In addition, Gantt charts in ProofHub also give you the flexibility to associate milestones with tasks and track the progress of each task.
With ProofHub, you will get cloud storage to bring all your project files to a single place and manage them with relative ease. You can upload files from your computer or from third-party file storage services, including Box, Dropbox, GoogleDrive, and OneDrive. You can store multiple versions of a file and attach files to tasks and share them in chats, discussions, etc.
Tracking time for each task that you are working on becomes convenient with the in-built timers in ProofHub. While timers offer automatic time tracking, you can also make manual time entries to keep an accurate record of your working hours. All the time data gets stored in timesheets that you can access whenever you want and use them for various purposes like payroll, client billing, time management, and much more.
Reporting is an essential part of project management and with ProofHub, creating detailed project reports is just a few clicks away. The software lets you create and customize both project and resource reports. It is quite easy to highlight specific data in reports by picking parameters of your choice. You can even download the reports and use them in meetings to discuss project progress and make plans for better utilization of resources.
Ups:
- Simple and easy-to-understand interface with little to no learning curve
- Activity logs make it easy to keep track of everything happening within projects
- Create custom roles and set different permissions for each role
- IP restriction helps to prevent unauthorized access to your ProofHub account
Downs:
- Limited app integrations
What’s ProofHub Best For?
ProofHub is the ideal tool to have ultimate control over all your projects, tasks, and teams.
How Much Do You Need to Pay for Using ProofHub?
ProofHub has two simple pricing plans:
- Essential – $45 per month (billed annually)
- Ultimate Control – $89 per month (billed annually)
Capterra/G2 Ratings:
Capterra – (4.3 / 5) stars
G2 – (4.4 / 5) stars
Conclusion
Sales and marketing plan software helps you organize your data, identify new opportunities, build business plans for your new idea, track progress towards goals, manage contracts, create proposals & presentations.