EarthIntegrate – PandoW E B I N A R

Who we are

EarthIntegrate is a marketing technology company focused on providing Local Marketing Automation for financial services. We leverage technology to make sales channels more productive.

Who we focus on

Fortune 500 FINANCIAL SERVICES

+100,000PLATFORM USERS

+10,000DAILY ORDERS

PANDO ADVISOR

PANDO WHOLESALER

PANDO RETIREMENT

What Pando Provides

Pando Overview

Leveraging Pando

Communicating with Pando

Client Integration with Pando

Client Success with Expert Team

Implementation of Pando

Program Ideation

• Map Selling Process to

Buying Process

• High-level Cell Definition

Program Development

• Business Rules

• Copy/Message

• Creative

• List Strategy

System Implementati

on

• System Logic Creation

• Asset Input

• Data Integration

Program Management

• Day to Day Admin

• Change Control

• Refine Strategy

• Program Brief

• Business Requirement Document • Multichannel

System and Cells

• Report & Analysis & Improvement Path

Clients we have Worked With

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Pando Professional FeaturesBase Platform Features• SaaS Delivery• Product Manager• User Dashboard (widgets)• Advanced Search• Data Merge/Acquisition• Supports Print/PDF/Email• Campaigns / Campaign Tracking• Approval Process• Impersonation• SalesForce Integration• Initial Implementation Support• LeadsPlease data acquisition• eWallet Payment

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Best in class UI/UX - Widgets

Dynamic Menu Bar

Advanced Search

User Configurable Dash Board

Widgets

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User Dashboard Widgets

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Advanced Search

• Filter by Relevance, Ascending/Descending, Alphabetical, Newest, Oldest, & Most Ordered

• Add additional criteria• Filter by Category• Filter by Product Type

Print, Email, PDF, other• Add filters for other

metadata

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Product Manager

Product Manager will come pre-loaded with a set of Product Templates: Emails, Postcards, Letters, Brochures, and Campaigns.

This library will be updated for clients that continue to pay monthly fees.

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Product Manager

Users can:• View/Edit Product

content for static and variable fields.

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Multiple Asset Types - Email

Users can:• Set To/From, subject

line and edit major content areas

• Edit, Create or Delete versions of an asset by type

• Ability to embed other assets and track (PDF/Video)

• User specific tracking

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Multiple Asset Types – Print/Mail

Users can:• Customize Content /

Update Imagery• Select Data for

Mailing• Preview actual

deliverables

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Multiple Asset Types – PDF

Users can:• View/Download• Customize Content /

Update Imagery• Track orders• Ability to download

from order history

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Multiple Asset Types – Inventory

Users can:• View Items• See Actual Inventory

Counts• Manage Kits• Customize Select

Content

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Data Acquisition

Users can:• Acquire Contacts for

Direct Mail• Search for

Business / Residential

• By Area and Demographic

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Approval Process

Robust Approvals• Admins can set

workflows by product, group,category,user

• User notifications• Approver

notifications and reminders

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eWallet – Payment Features

Credit Card Support:• Store Multiple Credit

Cards• Select Card via

dropdown for payment

• Select Card for recurring payments

Tara DragoNational Sales Director

tdrago@earthintegrate.com281-703-4627@DragoTara

Interested in learning more?

H A V E O U R T E A M C O N N E C T W I T H Y O U