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Analytics & Growth

Marketing Planning Management

Plan campaigns, track spend and report on results

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What it does

Marketing Planning Management gives a campaign a home: plan it, budget it, run it across email and SMS, and measure what it returned. Segments group leads and customers so messages reach the right list, while forms and assets support the activity behind each plan. Dashboards compare budget against expense and report acquired contacts and cost per acquisition.

Functions in this module

  • Campaign Planning Records
  • Activity Tracking
  • Kanban Board View
  • Budget Management
  • Goal Setting
  • Lead And Customer Lists
  • Segment Builder
  • Email Channel Builder
  • SMS Channel Setup
  • Form Builder
  • Asset Library
  • Budget Versus Expense Reports

Where it fits on the platform

Campaigns work from the lead and customer records already held in the platform, so segments stay current as people move through the pipeline. Budget and expense figures sit next to the financial data used for reporting, which keeps campaign spend visible beside overall business results.

Marketing managers, campaign coordinators and planners who own budgets and channel activity.

Included in SenangUrus 360

  • Runs on the same database as finance, stock, sales and people records.
  • Role-based permissions, so access is granted module by module.
  • Delivered with implementation, data setup and training by our team.
Related modules

Often used with marketing planning management

Analytics & GrowthReputation ManagementTrack what people say about your brand online Analytics & GrowthGoogle AnalyticsSee how visitors find and use your site Analytics & GrowthAdvanced Social Media AnalyticsTrack five social platforms from one workspace Analytics & GrowthReport BuilderBuild your own reports without waiting on development
Questions

About the Marketing Planning Management module

01/Is Marketing Planning Management included in SenangUrus 360?
Yes — it is part of the SenangUrus 360 module library. Your plan determines how many business accounts and users you have; the module itself is switched on during implementation.
02/Can we run this module on its own?
It runs inside SenangUrus 360 and uses the platform's shared records — customers, products, accounts and users. That is what keeps reporting consistent instead of needing an integration.
03/What does setup involve?
Configuration of the module for your process, migration of the data it depends on, permissions per role, and training for the people who will use it daily.
04/Can it be tailored?
Documents, approval steps, fields and reports can be configured. Where a requirement is genuinely unique, custom development is scoped separately.
Next step

See Marketing Planning Management on your own data

We will run one of your real transactions through the module in a 45-minute session, so you can judge it against the work you do today.

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