500 Hours Saved in personalizing documents = Huge R.o.i
With the large variety of different business structures out there today, we thought it prudent to show a few real examples of ways that SaaS Editor is utilized.
SaaS Editor In Financial Services
|
Mary is the head of a corporate marketing department and has 3 people helping run their team, managing the sales content for 500 financial advisor partners to use in their client networks, events, and brand image.
A constant need for creating newsletters, notices, sales sheets, event materials, etc., in combination with the company's major goal in their revenue growth this year - has resulted in a large task for this department. |
|
The team is responsible for 4 customized marketing pieces for each partner:
Bio, Team Sheet, Call to Action, & Event Flier.
Bio, Team Sheet, Call to Action, & Event Flier.
|
Currently, Mary's team has a basic template designed for each piece, requiring they manually add/change;
Name, Logo, Phone Number, Email, Bio, and Web URL. 500 advisors x 4 documents = 21 Days of labor from the team. Each customization takes 20 minutes, so personalizing these 4 pieces from a design which is already created, equals
1-Hour per advisor to complete their documents. |
1 hour x 500 financial advisor clients = 500 hours or 21 business days. With 4 team members, that is 5.25 business days of labor, per person...!
|
How DOES Saas Editor
Help The Team's Process?
|
1.) Four design templates with interactive fields, without any personalization needed, are uploaded to their site.
2.) Once their files have been uploaded – all 500 advisors get an instant notification “Your 4 Custom Templates Are Ready!”. 3.) Advisors login to their account, click the template, and they will see the document has already been pre-populated with their custom information. |
|
Minor revision? The software has a simple text editor feature.
Instantly choose several download options: JPEG, PDF, PDF Multiple, URL, HTML, Text, Direct Mail, or Social Media
Instantly choose several download options: JPEG, PDF, PDF Multiple, URL, HTML, Text, Direct Mail, or Social Media
With SaaS Editor, all 4 templates are personally branded, shared on the platform, and available for download in 8 different file types - within 15 minutes!
|
SaaS Editor removed 500 hours of labor - just in no longer having to personalize documents one at a time. With just this 4 piece example, image how much more content Mary can get distributed to advisors.
|
|
Mary's department is now free to focus on creating new marketing, to be used by their advisors to generate more business revenue.
Automate
Deliver static or interactive documents to your company or client network via personalized login access
|
Implement
Software-powered interactive collateral suite with content automation and an instant file download center
|
Share
Communicate with your network for new content to use or download with an option for monetization of content
|