Marketing leaders, managers, and reviewers keep marketing work moving. They track timings on the calendar, collaborate with the team in Slack, complete governance reviews, and track their approvals.
- Get a Complete View of the Marketing Schedule in Marketing Planning and Operations
See your whole marketing plan on a page. Marketing leaders and managers can see when work runs across the hierarchy, in a timeline view and a calendar view that the Marketing Calendar powers. You can open it on marketing programs, on campaigns, and on the home page of the Marketing Planning & Operations app. - Team Collaboration in Slack for Marketing Planning and Operations
Marketing teams collaborate on their work in Slack, so conversations stay in the context of what they're working on. Bring a marketing program, goal, tactic, or tactic template into a Slack channel to keep the discussion linked to the record. Messages sync between Salesforce and Slack in real time, so the team stays aligned as work moves forward. - Compliance Review Evaluation in Marketing Planning and Operations
Compliance reviewers check a program, campaign, or tactic against their assigned controls, then mark each review compliant or not compliant. - Approval Tracking in Marketing Planning and Operations
When you submit a program, campaign, or tactic for approval, it goes to an approver to review before it goes live. You can follow where each request stands from submission to decision, and act on the requests that others send you to approve.