Simple Marketing Ops

Simple marketing ops provides a centralise and standardise marketing operations while giving teams the flexibility to produce their best work. Plan, manage and control marketing strategy, campaigns and projects with highly configurable templates for briefing, workflow and approvals. Generate data, reports and charts on every aspect of the marketing process for insight-driven human resource planning and budgets.

Hero Features: 

1. Integrate seamlessly with the MS Tech Stack 
   • No changing gears. Get notified, action approvals and marketing requests within Teams. 
   • Power Automate processes on Simple and your tech stack with 500+OOTB connectors.
   • Flexible, configurable and interactive Power BI dashboards for deep insights. 
   • View and distribute dashboard data with Reporting Wizard in Simple or via Teams. 
   • Power your processes with functionalities of 450+ MS Apps.
2. Stay nimble with purpose-designed flexible workflow 
   • Manage smaller deliverables and tasks as standalone workflows.
   • Eliminate silos and work across Kanban, Agile, and custom workflow boards.
   • Monitor large campaigns with templated workflows, approvals, and briefs. 
   • Cluster campaigns and workflows within a larger project for an integrated strategy.
   • Customise to your scale, type of operation and complexity.
3. Manage the overarching strategy with feature rich toolkit
   • Build a complete marketing operations strategy with a web of initiatives and campaigns. 
   • Collate in one intuitive calendar view so campaign managers can activate at the right time.
   • Configurable forms, fields, and attributes capture information in your ideal format. 
   • Forecasts, budgets, and expenditure, all captured for transparency and oversight.  
   • Define budget sharing within campaigns and jobs, and monitor spends for best ROIs
   • Generate campaign, job and project status reports with real-time charts, tables, and more. 
4. Break down complex campaigns into manageable streams
   • Watch campaigns, filter views, and switch between list, calendar, and Kanban layouts. 
   • Capture objectives, channels, attributes in configurable fields, forms, and layouts.  
   • Define workflow through Simple “Job Folders” or use feature rich tools to customise. 
   • Drive scale, efficiency and compliance with configurable templates 
   • Ensure initiatives, briefs, workflow processes, and approvals follow defined best practice 
   • Boost efficiency with custom screens for each team member to find, action and execute jobs. 
5. Manage requests and briefs
   • Customise online forms to create briefing templates for consistent project formats. 
   • Reduce effort with inheritance fields to automatically populate pre-written campaign information. 
   • Enable non-marketing staff to access requests and briefs from Marketing via Teams, MS Forms or SharePoint.
   • React quickly to changing market scenarios with efficient post-brief processes.
   • Configure brief approval process for swift turnaround with feature-rich tools.
6. Consolidate job management in a single workflow
   • Collate all job specs, briefs, feedback, checklists and deliverables online in one app.
   • Personalise job views based on functions and roles for easy pick-up and execution.
   • Make it visual and manage workflow with drag and drop Kanban views. 
   • Check job details, assign work and action job checklists without leaving the to-do list or Kanban.
   • Optimise resource allocation, skills, workload and effort.
7. Mitigate risk with a loaded approval process for compliance
   1. Load multi-level approval process with built-in timelines to any job or campaign. 
   2. Create, manage and distribute pre-approved T&Cs with use instructions.
   3. Create guidelines for approval decisions and ‘calculators’  to help drive marketing compliance.
   4. Every approval decision is recorded in exportable logs for reference and audits. 
   5. Enable approval teams to manage their own workload.
   6. Add checklists to templated work to remove uncertainty in expectations.