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Enable Your Teams with Dynamic Sales and Project Management Software

Enable Your Teams with Dynamic Sales and Project Management Software

Our goal in Solutions Marketing is to empower our internal teams with knowledge they need about Planview’s solutions and products, as well as understanding the market, competition, and external forces that affect the way we conduct business.

When you think of sales and project management software commonly used in an organization, you have your usual suspects: a CRM system, email, spreadsheets, and maybe document storage owned by a single person or gatekeeper. We had that same challenge in our sales enablement process: using a variety of tools that were fragmented and disparate, and having no clue if our team members were actually accessing and using the right resources to get their jobs done. In Solutions Marketing, we have to be organized, and Projectplace has helped us qualify our sales team with materials and market research to give them an edge over the competition.

Projectplace Free TrialProjectplace’s Documents feature is our go-to place to organize and keep our internal collateral. Even though my title is “solutions marketing specialist,” I act as our department’s project manager—I often coordinate content updates for sales and marketing materials. I’ll collaborate with a team of subject matter experts using my favorite feature—documents with version management.

Before, it was difficult to keep track of who had the latest edits on documents that we were working on. I’d send a version out for review, it would go back and forth in a long trail of emails, and sometimes those edits would get lost and forgotten among the shuffle. Now I can request an SME to review and edit a draft, I’ll set a deadline, and Projectplace puts it through a process flow notifying the editor to get it done. I don’t have to hover over anyone that I’ve assigned tasks to—all edit requests are done in one place, finalized, and ready to share. All is good with the world of collaboration!

Team members no longer use outdated materials that they saved on their desktop—they now have access to the most up-to-date documents. They can see exactly the last time a file was updated. I @-reference team members to let them know when it’s ready (secretly, I can track to see who’s using it)! Another favorite Projectplace feature of mine is the ability to work on tasks, see project status, and collaborate on multiple devices. Our field team can be on the road visiting customers, and if they need a particular file, they can quickly pull it up and reference it on the fly within the Projectplace mobile app. The app interface is so user-friendly, too. Imagine the impact that makes!

At the end of the day, I really enjoy seeing it all come together when the field team posts in Projectplace’s Conversations about their wins in real-time, and we can celebrate together as a global company.

Learn more about how Projectplace can help you get organized and get work done by starting your free trial today. How are you currently collaborating to ensure your team members have the right materials?

 

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Angie Sarmiento
Written By
Angie is the solutions marketing specialist on Planview’s Product Management and Solutions Marketing team. She is a graduate of the University of Texas at Austin. Angie's experience includes customer marketing, event marketing, and demand generation. She is currently responsible for supporting marketing and sales enablement, customer advocacy, and Planview’s analyst programs. Angie is also a core member of the Horizons Planview Customer Conference planning team.

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