Streamline and Automate Your Company’s Marketing Materials Management
EDGE M3 is a ready-to-deploy solution designed for lean marketing departments who want to streamline the ordering and distribution of marketing materials by automating business rules associated with user permissions, budgetary controls, and fulfillment processes; thereby eliminating manual administrative processes and expensive overhead costs. In addition to enhancing productivity and reducing costs, EDGE M3 allows you to improve the level of service you provide to your customer constituencies by enabling them to view and order available marketing materials, 24x7, in a self-service, on-demand environment.
Once EDGE M3 is in place, your user community can enter and track their own marketing material orders and monitor what they've spent against the budget. Intuitive processes make it easy for users to see stock on hand, place their orders, and track order fulfillment and delivery status. You can prevent hoarding or misuse by making sure no one can order more than the allocation limits you set.
EDGE M3 also protects you by executing a complex set of decision rules to ensure shipments conform to all government regulations and corporate mandates. For example, EDGE M3 can ensure that a health insurance sales package ordered for a prospect living in California contains only information about policies for sale in California.
Program Administrator Control
- Graphically customize and control the content of your user website
- Create personalized catalogs that designate which items individual users or classes of users can view or order
- Assign a cost or value to catalog items and manage and set budgetary limits for individuals or groups
- Create catalog rules that manage auto-inclusions, substitutions, replacements, and version control or change management of items in your catalog
- Create a multiple recipient distribution order to deliver the same materials to a group or an uploaded address list file
- Create, automate, and enforce business rules and processes that govern programs
- Automatically prevent back ordered or expired items from appearing in website catalog displays
- Initiate a broad range of email notifications to the user community to highlight key process events including order placement and shipment or items on backorder
- Set automatic email alerts for process roadblocks, such as when stock runs low or expires
- Access real-time program status - user activity, order volumes, order fulfillment status, inventory status and usage, budget consumed, and other measures
- Generate and download over 100 standard reports in Excel format pertaining to order, inventory, and member activity
Program Administrator Automated Execution
- Manage orders and inventory across multiple warehouses
- Distribute materials using a full range of physical delivery options and delivery services
- Deliver digital information or assets, such as brochure PDFs, PowerPoint presentations, promotional videos and audios, and Excel spreadsheets ,via multiple electronic channels including fax, e-mail, and direct download
- Trigger automatic notifications of exception orders that require administrator review and approval
- Track the use of materials to evaluate the effectiveness of programs
User Self-Service for Order Placement, Management, and Control
- Browse the catalog or use keyword search to find items with specific attributes such as product type or size
- Order digital and physical marketing, advertising, and promotional materials at any time, 24 x7
- View stock availability and any permissions or budget-based order limits · View budget amount available to spend
- Order material for shipment to multiple destinations, using various shipping methods
- Create "auto ship" automatic recurring orders for materials ordered regularly
- Order materials on behalf of others
- Integrate your e-commerce system with EDGE M3 to allow customers access to additional information and promotional materials
- View any order's progress through fulfillment and delivery process stages real time
- Request automated order and shipment confirmation emails
- Manage backordered items
- View order history based on date range and order statuses
User Desktop Personalization:
- Manage personal account information including user name and password
- Select a language to display website or catalog
- Control the display format and the number of catalog items to present on a page
- See program updates and changes as soon as they are posted to the program message board
- View detailed item information such as unit of measure, weight, dimensions, and delivery methods
- Create and manage personal ship-to address book for quick check out
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