Automation Use Case: Marketing Collateral Request

By Toni Buffa | Published September 25, 2023

By implementing a well-structured system for managing marketing collateral requests, businesses can improve their overall productivity and effectiveness, resulting in a more successful and profitable operation.


Whether your organization manages a few marketing collateral requests or hundreds a week for a large marketing firm, this process is extremely helpful. Streamlining the process of receiving marketing collateral requests can help save time and resources while also ensuring that all requests are handled in a timely and efficient manner. 

The initial form allows anyone in the organization or anyone with access to the form to a one-stop shop for requesting marketing materials. This also provides marketing with a consistent, automated, auditable process. The form will then work its way through approval steps, routing to the appropriate approver along the way. 

As with all Integrify Process Apps, this process is prebuilt and free to download for our customers.

Process

Form

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Would your organization benefit from implementing this process? Schedule a live demo with Integrify for more information!

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Process apps  

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Using Integrify   Department Focus  

Toni Buffa

Toni is a member of the Integrify marketing team and writes for the Integrify blog. Toni lives in Colorado and loves animals of all stripes.