Project Management for Marketing Teams
Any product, app, or service is only as good as your audience’s perception of it. As your marketing team strives to reach more of your target customers, Zoho Projects can help make the process both easier and more fun. Give your creative projects a clear timeline, implementing solid planning and execution to make a huge difference in your results.
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What Marketers need
Well-communicated ideas
The next big idea for your marketing is out there, waiting to be unearthed. Marketers need to be able to brainstorm, weigh different ideas, and arrive at consensus for a well-rounded plan. A team that’s encouraged to contribute is a happy team.
Unhindered creativity
Once you've arrived at a solid marketing plan, you need to put your head into it. Writing is a major part of marketing, and like any creative work, it requires space for concentration and attention to detail.
A clear calendar
Unexpected and urgent work may crop up at any time, but that shouldn’t be the norm. Having a clear calendar for the coming quarter, or at least the coming month, is essential to planning in advance and putting your best foot forward.
Timely reminders
During a busy season, or when a launch is approaching, it can be difficult to keep track of due dates. Missed deadlines can cost you and your team dearly. It’s important to keep timely deadlines, and to stay aware of what tasks are urgent, and what can wait.
Features to look for in a Marketing Project Management Software
If a marketing project management software doesn’t include the following features, it isn't worth the investment.
Why is Zoho Projects the best marketing project management tool?
Whether it’s on a large or small scale, marketing project management has become indispensable for businesses of any size. These tools are huge contributing factors for marketing projects to experience the sweet taste of success. Zoho Projects is a strong contender in the marketing project management game, and here's why.
Save time,
set recurrencesTasks such as extracting weekly statistics on marketing campaigns, observing the analytics of video engagement, and scheduling social posts recur repeatedly. Zoho Projects lets you decide the frequency of the recurrence (i.e., daily, weekly, monthly, yearly), the number of recurrences it should have, and when they should end using an existing task as a template. Also, you’re free to retain or remove sub-tasks and comments from the chosen task template.
Automate to get there fast
Streamline processes such as review, procurement, design, or event management using Blueprint, where every stage that can be customized and automated based on set criteria that need to be met before, during, and after every transition. Drag and drop statuses, add parallel transitions, and more with Zoho Projects. Workflow rules automatically get the job done when a rule is executed by a set trigger, such as changing the owner of a task to the editor only if the priority level is set to high.
Gantt charts
Zoho Projects allows you to visualize your project’s progress with colored bars that can be resized and rescheduled, mapped against the project's timeline. Set dependencies across tasks within or across projects and use Critical Path to view high-priority tasks, such as dependency between a procurement project and an event project. Baseline can help measure the planned deviation from the original date of the work item, and Slack can display the acceptable amount of delay in rescheduled tasks.
Collaborate
Organize folders based on its type—e.g., brochures, spreadsheets, PPTs, ads in a central repository—using Zoho Projects, which also integrates with your favorite third-party apps. Share these folders across the team to anyone in need of information, whenever required. With Chat, Discuss, Feed, and Forum, you can cascade information within seconds, without having to be present in person.
Why should marketers use Zoho Projects?
Clear plans and goals
If goals aren't defined clearly, even the best plans will struggle towards completion. Break down your campaigns into milestones, tasklists, tasks, and subtasks. Give each goal a due date and a priority level. Descriptions and comments on each of these work items can help you capture important developments along the way. The calendar view helps you visualize what's on your plate, and helps you plan Events out in advance.
Happy teams
Happier teams bring better results. Keep your workforce content and driven by giving them engaging work to do, but not too much. Use the workload report to determine who's overworked or underworked, and shuffle responsibility as needed. Incentivize everyone to freely share ideas by taking project conversations online with our marketing project management software.
Full-fledged documentation
Zoho Projects integrates effectively with Zoho Docs. Improve your writing using the different writer-friendly modes.Once your work is complete, you can hold helpful peer reviews. Don't worry about back-and-forth email threads—reviewers can directly comment and collaborate on your docs. Keep your spreadsheet data, or create beautiful presentations that sell the idea to your clients, all within Docs.
Deep insights
Project management software for Marketing teams helps you keep track of your progress and bottlenecks in order to make the best use of time and resources. Keep your budget in check, manage important tasks, get a bird's eye view of where the project is heading from the Dashboard, analyze your progress with the Planned vs Actual chart, and choose from a number of other task and issue reports for valuable insights.
Deep insights
Repetitive task flows can drain you of your time and energy if you have to set them up manually every time. Set up blueprints for tasks with similar processes, and save significant time. If you have similar campaigns lined up one after the other, just template them to avoid creating each one again from scratch. For projects with unique needs, create customized fields, statuses to best represent them.
Freedom from your desk
Ideas can strike at any time and any place. Zoho Projects is a marketing project management tool that's completely online, so you don't have to be chained to your desk the whole day to be productive. Native apps for Apple and Android devices are built to give you a seamless experience as you switch between devices.
If goals aren't defined clearly, even the best plans will struggle towards completion. Break down your campaigns into milestones, tasklists, tasks, and subtasks. Give each goal a due date and a priority level. Descriptions and comments on each of these work items can help you capture important developments along the way. The calendar view helps you visualize what's on your plate, and helps you plan Events out in advance.
Happier teams bring better results. Keep your workforce content and driven by giving them engaging work to do, but not too much. Use the workload report to determine who's overworked or underworked, and shuffle responsibility as needed. Incentivize everyone to freely share ideas by taking project conversations online with our marketing project management software.
Zoho Projects integrates effectively with Zoho Docs. Improve your writing using the different writer-friendly modes.Once your work is complete, you can hold helpful peer reviews. Don't worry about back-and-forth email threads—reviewers can directly comment and collaborate on your docs. Keep your spreadsheet data, or create beautiful presentations that sell the idea to your clients, all within Docs.
Project management software for Marketing teams helps you keep track of your progress and bottlenecks in order to make the best use of time and resources. Keep your budget in check, manage important tasks, get a bird's eye view of where the project is heading from the Dashboard, analyze your progress with the Planned vs Actual chart, and choose from a number of other task and issue reports for valuable insights.
Ideas can strike at any time and any place. Zoho Projects is a marketing project management tool that's completely online, so you don't have to be chained to your desk the whole day to be productive. Native apps for Apple and Android devices are built to give you a seamless experience as you switch between devices.
If goals aren’t defined clearly, even the best plans will struggle towards completion. Break down your campaigns into milestones, tasklists, tasks, and subtasks. Give each goal a due date and a priority level. Descriptions and comments on each of these work items can help you capture important developments along the way. The calendar view helps you visualize what’s on your plate, and helps you plan Events out in advance.
Benefits of using project management software in Marketing teams
Communication for the win
Communication is key, and rightfully so. In the marketing arena, it is the binding force for everything; it could be discovering a new way to execute a campaign, liaising with stakeholders on the next big project, procuring resources from suppliers, or talking up your product to a prospective customer—the list is endless. Having the right project management software for marketing agencies can smooth out any communication wrinkle.
Conquer chaos
Weak supervision, overlapping deadlines, disproportionate workload allocation, frantic eleventh-hour slip-ups, or lack of prioritization can make projects hit a wall. That's where marketing project management software comes in. With features like Gantt charts, Baseline, and Work Breakdown Structure, tasks are prioritized, plates are filled equally, deadlines are well-defined, and expectations are set pragmatically which, as a result, mitigates the recurrence of problems.
Exceed expectations
With a good marketing project management software in your arsenal, you can get that investor on board with an excellent sales pitch deck, give customers a reason to stay by enhancing your product, and garner impressive views on that blog post.
Cloud 9, but make it storage
When all of your sheets, documents, reports, and receipts are accessible in one central location, switching over to multiple tabs and opening up countless number of windows can be done away with. A good project management software for marketing agencies would offer enough storage so that all of your marketing-related folders have a permanent place to call home.
Stay organized, stay productive
A lot of time is saved when you have marketing project management tools do everything for you. From planning tasks, scheduling deadlines, prioritizing crucial work items, overseeing work progress, and assigning the right amount of work to the right person, to making it all come to fruition will be facilitated by these tools. This newly earned time can help marketing teams shift their focus to activities that have been put off and boost productivity.
Accomplish more with Zoho Projects
Reports and dashboards
Monitor a comprehensive dashboard that gives you an overhead view of your projects.
Learn more
Best project management tools for marketing teams
Gantt charts
Whether it's a recurring SERP analysis task, a standalone content revamp task, or any other work item belonging to your marketing project, Gantt charts map them out in the form of bars plotted against time that can be moved around or resized. What's more, the start and end date, duration, overlapping tasks, project schedules, and deadlines are listed down for simple view.
Project baseline
Let's say a last-minute sales pitch crops up on the same day that you have an article that needs review. With the project baseline, you can move up the latter task to a later date to accommodate the former critical task at hand, and calculate the scheduled deviation, which will help you spot potential bottlenecks, assess the current progress of the project, and plan any forthcoming work items around the set baselines.
Documentation
Social media calendars, pitch decks, brochures, or PDF files of print ads—folders of any kind are housed by a repository with sufficient storage capacity that's secure, has custom access, and can be easily shared across teams.
Blueprint
Processes can be daunting when they're all over the place, such as in the case of a review process where the final draft requires approval from the internal team before it can to advance to the next round of review with the editor. Manually tracking these stages of approvals for myriad processes can wear you out. Blueprint can pull you out of this rut. Your processes are streamlined—every approval is conditioned with set criteria that need to be met, with customizable statuses and transitions.
Calendar
Get daily, weekly, and monthly views of your tasks and meetings with a handy calendar that optimizes your schedule; outlines your meetings, tasks, and issues; exports as a PDF; and can import work items from third-party calendars.
Kanban
Visualize your tasks and get an overview on task priority, status, and completion percentage using Kanban boards. With lanes representing every step and cards representing work items, Kanban boards enable the dragging and dropping of cards from one lane to another, expediting processes with a significant outcome.
Zoho Docs
Zoho CRM
Zoho Meeting
Zoho Analytics
Zoho Assist
Google Drive
Box
Slack
Google Calendar
Zoho Books
Zoho Sprints
MS Office
Jira
Zoho Expense
Zoho Flow
Zoho Writer
Salesforce
Zoho People
For our creative agency Zoho Projects really transcends what a project management tool is by allowing us to be completely efficient, organized and flexible.
Jon Anderson, Anderson Creative, Creative Design and Strategy