Zoho Marketing Plus présente le tableau budgétaire (le Budget Board)
Le marketing nous amène souvent à dépenser une part importante de l'argent de notre entreprise. Les raisons ne manquent cependant pas : nous devons mener des campagnes payantes, organiser des événements, acquérir de nouveaux clients, et bien plus encore. Nous ne pouvons justifier ces dépenses en tant qu'investissements que si elles sont sont effectuées de manière optimale. Pour y parvenir, il est essentiel d'effectuer un suivi précis de toutes les dépenses.
Que faire pour en assurer le suivi aujourd'hui ? À l'aide de feuilles de calcul, où les détails importants passent souvent sous le radar.
Et s'il existait un outil qui permette d'enregistrer toutes vos dépenses de marketing et de les vérifier à tout moment - que ce soit pour une campagne spécifique, une région spécifique ou votre budget marketing global - le tout disponible en un seul endroit, en quelques clics seulement ? Voilà ce qui nous a poussés à intégrer Budget Board à Zoho Marketing Plus.
En quoi consiste Budget Board ?
Budget Board est un espace où les équipes marketing peuvent planifier leurs budgets marketing, ajouter et suivre les dépenses marketing, et prendre des décisions basées sur des données.
Pourquoi le Budget Board
La plupart des équipes marketing gèrent leurs dépenses à l'aide de plusieurs feuilles de calcul et en perdent souvent la trace. Bien qu'il existe des outils de budgétisation et de gestion des dépenses sur le marché, ils ne sont pas conçus spécifiquement pour répondre aux besoins des spécialistes du marketing et ne sont pas non plus connectés aux plateformes sur lesquelles les activités de marketing sont exécutées, ce qui entraîne souvent l'un ou plusieurs des problèmes suivants :
- L'équipe marketing se retrouve à dépenser plus que le budget prévu.
- Les responsables ne sont pas toujours certains de l'utilisation qui est faite des fonds alloués au marketing.
- Les équipes marketing n'ont pas toujours accès à des informations plus approfondies, telles que les dépenses géographiques, les dépenses basées sur les objectifs, les dépenses basées sur les activités, et autres, ce qui les empêche de prendre des décisions basées sur des données.
Budget Board a été conçu pour répondre à ces problèmes afin d'aider les équipes marketing à planifier leurs budgets, à enregistrer toutes leurs dépenses et à les classer par catégories.
Les avantages clés de Budget Board
Gérer plus efficacement votre budget marketing
Définir un budget clair pour votre organisation pour que l'équipe marketing et les autres services restent informés et s'alignent sur le budget. Il existe deux façons différentes de planifier votre budget marketing.
- Budget par période : planifiez le budget marketing de votre marque pour différentes périodes (annuelle, trimestrielle ou mensuelle) et assurez vous que la dépense de votre équipe ne dépasse pas les montants alloués pour chaque période.
- Budget par projet : organisez votre budget marketing en précisant le budget de chaque projet. Par exemple, vous pouvez allouer 10 000 euros à un projet de lancement d'une application mobile, et l'équipe marketing peut alors planifier et exécuter les activités de la campagne dans le cadre du budget désigné.
Aucune dépense de marketing ne vous échappe
Avec Budget Board, vous pouvez enregistrer toutes vos dépenses de marketing, telles que les montants dépensés pour des événements, des annonces dans les journaux, des campagnes, etc., et préciser les autres dépenses liées à l'événement, telles que les réservations de salles, les services de restauration et les services audiovisuels. Joignez les reçus et conservez des dossiers complets pour les audits futurs et à des fins de conformité.
Mieux comprendre vos dépenses de marketing
À partir des dépenses que vous enregistrez, Budget Board analyse et classe vos dépenses de marketing en fonction du type d'activité, de l'emplacement, etc. De plus, vous pouvez toujours obtenir une vue rapide de votre budget par rapport à vos dépenses réelles grâce à un graphique pratique afin de vous assurer que vous restez dans les limites de votre budget.
Le chemin à parcourir
Nous travaillons en permanence pour faciliter le planning et la gestion de vos budgets marketing.
Les fonctionnalités de la plateforme sont déjà en cours d'amélioration, comme le suivi du ROI et des performances, les workflows d'approbation, les intégrations avec les plateformes financières, et bien plus encore.
Nous espérons que cette nouvelle amélioration vous aidera à gérer efficacement vos dépenses marketing.
N'hésitez pas à nous faire part de vos questions ou suggestions dans la section des commentaires ci-dessous.
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