With the intuitive marketing resource management tool, the company not only has its own marketing budgets under control, but also the budgets of the connected international sales centers. These centers record all company-related campaigns and measures in the system, where they can also view the headquarters’ planning and benefit from recommendations and feedback loops from other partners.
Transparency and control for external marketing budgets
1. Governance of all external marketing expenditures
The affiliated sales centers maintain all company-related campaigns and measures with the associated costs in the system. Once approved by headquarters, the campaigns can be implemented and carried out. At the end, the sales centers also record the cost statements centrally in the system and evaluate all campaigns based on defined criteria. A simple workflow controls the recording of the required information across all phases.
Due to the confidential nature of the data managed, all screenshots are examples.
2. Centralized management of measures and budgets
The company headquarters approves the campaigns submitted by the sales centers and uses the tool to monitor the utilization of the contractually agreed marketing budgets. A range of informative reports and diagrams are available for this purpose, for example based on products, channels, or individual measures. The company also gives the sales centers access to global marketing campaigns in the tool so that they can optimize their planning accordingly.
Due to the confidential nature of the data managed, all screenshots are examples.
3. Evaluation, feedback, and optimization
The head office and sales centers evaluate each campaign during the closing phase. The company regularly compiles summaries based on these evaluations, gaining valuable insights into which campaigns and promotions work globally and which do not. These findings are shared with the sales centers in a feedback loop so that marketing measures can be continuously optimized.
Due to the confidential nature of the data managed, all screenshots are examples.
100
%
budget security and transparency
16
international sales centers connected
1
automated system for all budget processes
Simplicity, flexibility, and process optimization
The company sells its products worldwide in cooperation with local sales centers. Marketing expenses have been contractually agreed with these centers, which must be managed and controlled by headquarters. To this end, a system-supported process was sought that would be both simple and cost-effective, while also ensuring full transparency and ease of use.
After evaluating various systems, the company opted for toolpilots MATE, which is easy to implement, offers many customization options, and can be used to precisely control who can view which measures and costs in the system with granular roles and permissions. aclevion implemented the project in close cooperation with Pilatus, impressing with its excellent support, reliability, fast project implementation, and local proximity. Thanks to the flexibility of the system, topics and functions that were not part of the original plan but provide additional value could also be implemented during the implementation process: The company headquarters allows the sales centers to view their own global planning (without costs, of course) so that they can optimize their planning accordingly. And based on the final evaluations of all actions, the company has established a feedback loop that improves further planning.
Both headquarters and the sales centers are enthusiastic about the new transparency and overview and surprised by the insights the tool gives them into their spending. This is a valuable bonus that is already being incorporated into plans for next year. There are also plans to extend budget planning to internal budgets next year.
”The use of Toolpilot's MATE provides us with comprehensive budget transparency across all sales centers and establishes a data-driven feedback mechanism for the ongoing evaluation of the effectiveness of our measures.
Luca EnzmannDigital Marketing Campaign Manager, Pilatus Aircraft Ltd
Requirements
Pilatus sells its aircraft worldwide and works with over 20 international sales centers. A new system was needed to control the contractually regulated marketing expenses of these sales centers for Pilatus-related campaigns. The system had to be easy to use and implement, cost-effective, and offer maximum transparency over complex budgets.
With toolpilot’s MATE, we have implemented a solution that not only enables complete governance and transparency, but is also easy to use for the connected sales centers. We have also established additional processes such as budget approvals and feedback loops.
Implemented with
toolpilots MATE
Use Case
MRM
Implemented for
Pilatus Aircraft Ltd
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System Solution
Contentserv
The Marketing Resource Management (MRM) system enables and encompasses marketing planning, budget and cost management, task management, file management, and analysis and evaluation. The system offers numerous interfaces to ERP, project management, collaboration, automation, analysis, and publishing tools.
Learn more about toolpilots MATE
About Pilatus
Founded in 1939, Swiss-based Pilatus Aircraft Ltd develops and manufactures aircraft that are unique worldwide and market-leading training systems for pilot training. The Pilatus team consists of over 3,000 dedicated employees, making the company, headquartered in Stans, one of the largest and most innovative employers in Central Switzerland.