If you’re a marketing professional, you’re probably juggling a campaign, a content calendar, social media channels, incoming sales team requests, and planning some sort of event. All at the same time. With deadlines and deliverables constantly changing because you’re leaning on multiple stakeholders for their input, managing projects in the world of marketing can be challenging.
If you don’t have technology in place that houses all of your current and upcoming work in a central location, it makes your life even harder (harder than it needs to be!) One tool that does a phenomenal job of organizing different types of marketing projects is monday.com - your content calendar, campaign or product launches, budgets, creative requests, and even everyday checklists can live in one location! That’s right - just one place.
One of the best features of monday.com is its automations - the possibilities are truly endless. You can set up the platform so it notifies someone on your team (or multiple people) when projects are added, when a final version is ready for review, when projects are late, and when projects are published. If you need custom automations that get really specific and you’re not sure how to set them up, our team at OrangeDot can help!
How you organize your data is completely up to you. You can view project milestones or deliverables in a Gantt chart format, a checklist, or a calendar view. These views are not user-specific. Meaning, if you prefer to view items in a checklist format, but your manager prefers a Gantt chart view, you can each flip back and forth between views depending on your preference.
If you’re concerned about your sales team primarily working in Salesforce and your marketing team mostly utilizing monday.com, we have an easy solution for that with our integrations. Data can seamlessly sync back and forth between the two tools, so you’re not missing out on key information you need from your sales team (and vice versa). We understand that different teams may need to use different technology (and for good reasons) - this is one common example where the two platforms can peacefully coexist with no impact to data. Our team can also assess your entire tech stack to see if any other integrations make sense for your organization.
Whether you’re new to monday.com or you have it, but you’re underutilizing it, carve out some time to explore all that it has to offer. Chances are, there are features and capabilities you might have overlooked that can streamline your daily operations. Whether your objective is to increase visibility, encourage team collaboration, organize your projects, or even just decrease the number of project status meetings you’re having, monday.com can most likely help you meet your goals!
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