Marketing Plan Pro 11 Orientation - Publishing your plan

Duration 7:32

Description

http://www.paloalto.com - This session covers your initial plan setup, built-in help and guidance, financial forecasting, formatting, and publishing your plan (printing & exporting).

Marketing Plan Pro Orientation

  1. Marketing Plan Pro 11 Orientation - Welcome
  2. Marketing Plan Pro 11 Orientation - Plan Setup
  3. Marketing Plan Pro 11 Orientation - The Welcome Screen
  4. Marketing Plan Pro 11 Orientation - Tracking Progress
  5. Marketing Plan Pro 11 Orientation - Getting Help
  6. Marketing Plan Pro 11 Orientation - Financial Forecasting
  7. Marketing Plan Pro 11 Orientation - Tasks vs Outine
  8. Marketing Plan Pro 11 Orientation - Publishing your plan

Transcript

I’ve got a couple of minutes and then I’ve got to jump out for a different webinar. Once we've got all of the information entered into the marketing plan we’re ready to print out the plan. We can print that entire plan by clicking the print button or the print preview button. And we'll be able to print either the entire plan or if you just need some sections of it, say you're not finished with the plan yet but you need a few sections of it for a meeting this afternoon or something along those lines, you can choose to print selected items. You can just check off the sections that you need for your meeting, leave anything that you don't need unchecked, and then you can click preview to take a look at that document, or print to send that document to the printer. Click preview because you wouldn't be able to see the document come off my printer but that's just going to go ahead and generate the sections that we selected and then go ahead and put it up in a print preview window where we can look at it and see if this is exactly the information that we need. Here's the topic that I customized and added the picture to and the table to. And we can take a look at the charts that are included in that section of the plan and then we can go ahead and click the printer icon to go ahead and send that to our printer if that's what we need for our meeting. We can also export all or part of the plan to a word document or a .pdf file or a PowerPoint presentation, anything we need by clicking the file menu then choosing export. Then we can choose any of the formats available here like Microsoft word document, Adobe Acrobat .pdf , rich tech formatted document. Html web page you could use if you have the ability to host your own website or intranet site. You can export your entire plan to html format and then you can post your plan online at the website. You can export directly to PowerPoint if you need it for a PowerPoint presentation for your meeting or chart images if you just want to use mages of your charts in a different document you can export just the chart images to jpegs and use them in an outside document. I’m going to demonstrate really quickly the .pdf format here so again we're allowed to export everything to .pdf or just selected items, So we could go down and select just the sections that we want to export. Just check the boxes where you want, uncheck the boxes for what you don't want, and then click next. It's going to ask you where you want to export to. It uses the my documents folder the computer by default and your plan title as your file name by default but you can change that if you need to. Just click browse and then change the file name or where you're saving to. Click next and then click finish and it's going to
go ahead and export that document for you then it's going to open up in Adobe Acrobat .pdf. I’m going to have to switch over here for you, then we can browse through that document in the .pdf format and look at all the information that in that .pdf file and print it out if we want to or just take that to our meeting or email to whoever needs to read the marketing plan. We can scroll through and see if the program is handling the header and footer automatically for us and all the numbering and formatting of the page is done automatically. We can just focus on getting our information into the plan itself. Let me go ahead and close that and switch to Marketing Plan Pro. It looks like we're just about out of time but I want to pause if there are any questions and if not I’m going to switch back to our PowerPoint presentation. Okay I’m going to go ahead and switch back to our PowerPoint presentation. Hopefully I just answered everyone's questions and I didn't put anyone to sleep. I have a few closing slides for you here if you need to learn more about marking plan pro if you need to order an upgrade anything along those lines. You can learn all about the new features of the software on our website at http://www.paloalto.com We ha.ve demos and articles about the software as well as all the features of the program listed out on the website and comparisons from old versions to new versions so there's all kinds of information out there. Just go to http://www.paloalto.com then click on the Marketing Plan Pro link on the front page and it'll take you to the features page about Marketing Plan Pro and let you know all about the differences. There's also a button on that Marketing Plan Pro page if you need to upgrade from a previous version. It'll take you to the upgrades page and let you know what the upgrade pricing is and then get you can either order online or contact our customer service department at that point to place your order and they'll be happy to get you upgraded. If you need to watch webinar versions or archive versions for these webinars or tutorials on using the software we have all kinds of video recorded formats out on our website so you can watch them at your convenience on demand at http://www.paloalto.com/training We do. have a yahoo user script there if you need it and that's at http://finance.groups.yahoo.com/group/businessplanpro/ and that's a users group for where you can communicate with other users of the software and talk about using the program and how you're using it as well as you can go ahead and post questions there and managers monitor that group and they can answer questions for you. If you do you have any problems with this software whatsoever our technical support team is there to help you. You can contact them via email at help@paloalto.com or you can call them if you have an urgent question or problem. Their phone number is (541) 683-6162. Just choose option 4 from the phone menu for the first available technician and they'll be there to help. And I just want to take a moment to thank everyone for your time. If you need to learn more about marketing planning in general, instead of Marketing Plan Pro specifically, you can visit our resource website at http://www.mplans.com and we have all kinds of expert articles how to guides. We have videos there as well as free web based flash calculators that you can use to calculate financials for your marketing plan all kinds of great information there at http://www.mplans.com Thank.s everyone for your time and I hope I’ll see some of you back for the afternoon session. There are still seats available and until then just wish you…