PO / Budget Management2019-10-09T14:48:59+01:00

PO / BUDGET MANAGEMENT

A key part of running any marketing function well is getting the most from your marketing budget. In addition to tracking KPIs to ensure you are spending money on the right campaigns and channels, you also need to manage all the purchase orders, invoices etc. Finding the right suppliers, motivating them to deliver to you, ensuring they’re as focused on the right activities as your internal team, and trimming any unnecessary spend. Get all of that right and you will significantly enhance your return on marketing investment.

  • Manage sign-off, approval processes and the type of expenditure.

  • Audit who approved Supplier Orders.

  • Automatically relate the Supplier Orders to the relevant Organisation or Person record.

  • Track the expected delivery date of goods and services.

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CRM for PO & Budget Management

Yet, just as information around customers, prospects and suppliers can grow and become hard to manage, so it can be challenging to get control of your marketing spend. Do you know what you spend where? Do the right people have sign-off authority? Can you provide your finance colleagues with an audit trail for all expenditure? Do you know when goods and services will be delivered?

This is another area of organisational complexity that CRM from Workbooks helps to simplify. It allows you to raise purchase orders and track marketing expenditure for goods or services you’re buying. You can easily identify the current status of supplier orders and see whether they have been approved, paid for, and delivered.

That’s not all. You can manage sign-off, approval processes and the type of expenditure. You can audit who approved supplier orders. And you can automatically relate the supplier orders to the relevant organisation or person record.

It gives you total viability and control of your marketing expenditure so you can be certain that everything your marketing team spends is delivering the optimal return on investment for your organisation.

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