Service Type:Consulting, Professional Service, Web Design
Business Need:Marketing Communications, Intranets, Extranets, Portals, Content Management, Digital Content, Document Management
Works With:Forms Services (SharePoint Server), Microsoft Office Excel 2007, Microsoft Office PowerPoint 2007, Microsoft Office SharePoint Server 2007, Microsoft... (more)
Industry Focus:General - Applicable to All
RDA's Collateral Connection solution is a comprehensive system for creating and managing sales and marketing collateral and developing targeted messages and campaigns for specific scenarios and clients. The solution is appropriate for any business that relies on documents, presentations, and other types of collateral to support its sales and marketing efforts. Developed using Microsoft SharePoint, the solution leverages technology investments already made by your company.
Marketing, Sales, and administrative/support professionals create, update, and archive material housed within a SharePoint portal environment. The portal is populated with documents, presentations, templates, "boilerplate" text, graphics, and a variety of other types of content. All content is tagged with specific meta data that associates it with a particular industry, business problem, or other relevant detail.
Sales reps and other users search for collateral from a central interface that prompts them for details regarding the opportunity. Matching the details with the meta data enables the system to provide the user with the requested collateral tailored to that specific opportunity. Collateral may include a complete document or presentation. It may also include a pre-designed template that is now populated with the text most relevant to the need.
The solution includes built-in workflow features for the development of content. There are also permissions-based security features that enable system owners to control access and edit rights.
Collateral Connection has not been reviewed by any customers.
The views and opinions submitted and expressed here are not those of Microsoft.