Proof + Salesforce bring you the MRM you've been asking for.

  • hero_icon1
  • hero_icon2
  • hero_icon3

or continue reading

Need marketing workflow tools? Proof + Salesforce Marketing Resource Manager eliminates spreadsheets.

  • Hero Icon 1
  • Hero Icon 2
  • Hero Icon 3

Trusted to Manage + Optimize Billions in Marketing Spend

  • Group (2)
  • 1024px-Amazon_Web_Services_Logo 2
  • Lavazza_logo_logotype-700x196 2
  • Group (3)
  • Group 28
  • fullblack-padded-noicon-02-1 2 (1)
  • Mettle-Capital_Logo_Blue 2
  • Samsung-Logo-PNG2 2
  • Logo_honeywell 2
  • Vera_Logo-1536x404 2
  • omnicom-media-group-vector-logo-small 2
  • ldww_logo-512x512 2
  • rapid7-logo 2
  • Deloitte_Logo 2
  • Cision_Ltd_logo 2
  • mf8zb185p5FYTBgQzOnf3Dr4JgZ1627459105365_200x200 2
  • sqore 2
  • PT-Logo-768x288 2
  • Oracle_logo 2
  • SlalomLogoBlue-AprilHunt-768x205 2
  • pngwing 2
  • IWB_Logo 2
  • image003-1024x640-2 2
  • johnson-controls 2
  • United-Healthcare-Logo 2
  • Real_Chemistry_logo 2
  • Layer 2
  • surface1

Listen to top marketers talk about why Proof is so important

Nick Robinson
Nick Robinson
Head of Demand Americas
Erica Brinker
Erica Brinker
Chief Commercial Officer
Julie Brown 3
Julie Brown
SVP Global Change Management
Hanns Schempp
Hanns Schempp
Head of B2B Marketing
Brent Diggins
Brent Diggins
Global Managing Partner, Performance & Intelligence
Untitled design (5)
Reagan Tully
Chief Marketing Officer

A Guide to Using Marketing Workflow Tools

5 min

Marketing workflow tools are some of the most necessary assets for marketing teams struggling to manage, plan, schedule, and budget their marketing campaigns correctly. Marketing is key to the success of your company, but without a high-quality solution to manage all aspects of your marketing campaigns simultaneously, crafting a successful campaign strategy is challenging.

Marketing automation services can help your company’s marketing team take charge of upcoming campaigns and confidently produce effective material that gets your business positive attention. The best marketing workflow tools offer everything you need to integrate with current platforms and collect crucial data to craft a unique and strategic campaign. A marketing resource management software solution like Proof Analytics, which as a native Salesforce application, can help your marketing team implement effective, transparent workflows for review and approval cycles. 

MRM software like Proof Analytics is a solution for marketing teams seeking to improve their marketing efficiencies and streamline the marketing workflow. Proof Analytics MRM on Salesforce™ is a great way to get off spreadsheets and work directly in Salesforce with consistent data. MRM software is a solution for your marketing budgeting and campaign planning needs and will help you manage your campaigns.

Proof MRM on Salesforce™ serves a variety of purposes that are essential to successful marketing campaign strategies. For example, Proof MRM on Salesforce™ provides marketing workflow tools to help your marketing team plan activities, collaborate in real-time, track progress on budget and asset approvals, and consistently access reports for total visibility into your marketing workflow.

Proof MRM is a marketing workflow tool your company can implement to solve marketing team inefficiencies issues and to create effective campaigns that can reach your audience and direct more traffic to your website. With Proof MRM, your company will have a more transparent  marketing process that improves inter-departmental communication and collaboration  and does so at a lower TCO than other legacy MRM solutions.

The Digital Marketing Process

High-quality marketing workflow management software is essential to streamlining your marketing process. The marketing process is more successful when completed digitally, and tools like Proof MRM can simplify your marketing team’s workload. Proof Analytics understands the complexity of the digital marketing process when teams have to manage various tools and software to get simple tasks done. With Proof MRM, the hassle of digital marketing from disparate systems disappears.

Proof Analytics offers marketing teams a solution built in partnership with Salesforce. Because many marketing teams already rely on Salesforce for campaigns and communication between team members, Proof Analytics is a simple way to improve marketing workflow management without the overhead of implementing, integrating, and training involved in spinning up an  entirely new system .

With Proof MRM on Salesforce™ your marketing team can reduce their dependence on  spreadsheets and  eliminate the time wasted in searching for the current version of a  file across various platforms. You work directly in Salesforce with Proof MRM. You can focus directly on the tasks at hand in a familiar user experience without the overhead of having to switch to a different application.  Proof MRM solves the common marketing department issues with planning, collaboration, transparency, and campaign performance by saving your team time and improving the marketing workflow management process. Your company gains  significant improvements in its marketing campaign execution and performance when implementing Proof MRM solutions.

Optimize Marketing Campaign Workflow

Proof MRM improves your company’s marketing campaign workflow in numerous ways. When you decide to forego spreadsheets and look at an MRM solution you can see countless possibilities for improving your marketing campaigns. Automation drives efficiency in planning, budgeting, scheduling and collaboration. Your whole team can work 24 / 7 in a live environment with always up-to-date information. And while other platforms can help you manage resources for your upcoming marketing campaigns, Proof MRM provides a solution where your marketing team works directly in Salesforce.

For instance, your company might use products like Smartsheet Marketing Workflow to help improve your understanding of the end-to-end marketing process. While these tools are valuable, challenges arise when your team bounces back and forth between different platforms and spreadsheets to remain up-to-date on your marketing campaigns.

Additionally, your company might use tools like a Trello marketing strategy template to plan out individual campaigns. However, using these templates means your team will still have to switch between various platforms to gather information. Proof MRM offers an improved workflow from other traditional marketing campaign workflow products because it eliminates the task of tracking down different versions of spreadsheets. As mentioned, Proof MRM allows your team to collaborate entirely in Salesforce, constantly updated with the latest data to keep you on top of each campaign, its budget, planning, and scheduling process.

Content Workflow Management

An MRM solution is ideal for managing your marketing resources because it makes managing marketing campaigns more straightforward. Marketing campaign management is less error prone  with MRM solutions because all team members can collaborate on a single platform.

Proof MRM improves your team’s content workflow management and efficiently tracks content for marketing campaigns. While you might consider a content marketing workflow template to collect information and plan your future campaigns, implementing this tactic effectively may fall short of its promise t without software to maintain consistent information.

Marketing campaigns are a team effort with many people working on the campaign’s elements simultaneously. This intense collaboration means , streamlining and organizing your workflow is essential to the success of your marketing efforts. By using MRM solutions, everyone working on a marketing campaign can collaborate with a single tool, improving their efficiency and the quality of their work. With Proof MRM solution, your marketing team can work quickly and accurately on the same data. And, since the campaign data is centralized in Salesforce, the executive team has full transparency into the budget, status, and performance of the campaigns..

Marketing Workflow Examples

Many individual items, such as an email marketing workflow template, can improve specific aspects of your marketing workflow. But a Marketing Resource Manager benefits your entire workflow because it helps you on the big picture level. Proof streamlines the entire marketing workflow process to ensure that your marketing team can accomplish their campaign tasks while eliminating any confusion they currently have.

Using Proof MRM as a marketing workflow example teaches you how to dramatically improve your team's efficiency. Additionally, the resources in Proof provide templates to improve the execution of your campaigns. Existing marketing workflow templates involve campaign budgeting, spending, and tracking. 

Marketing teams can access a marketing automation workflow template to improve the overall marketing campaign process and to help you identify potential cost overruns before they occur. By protecting your campaign budget, you can ensure your organization's financial well-being while still making marketing content that draws an audience.

Proof MRM has templates for you to use or modify to help guide you through the campaign lifecyce. Having a tool to help you navigate marketing workflow templates and examples gives your team added guidance and support in the process. An MRM like Proof helps your team manage, for example, tasks such as financial reporting, planning, scheduling, and managing digital assets. All of this makes campaign management easier and more efficient.

What is a Marketing Automation Workflow?

Working with an MRM is one of the most effective  ways to improve your digital marketing workflow and create changes in your campaign strategies that significantly impact your overall campaign success. With solutions like Proof MRM, your marketing team has complete visibility and transparency in your marketing workflow. With this visibility, your marketing team can improve future campaigns and develop new, innovative strategies.

Marketing automation workflow functionality included in solutions  like Proof MRM help you access and analyze your company’s overall workflow progress, results, and success. Working with an MRM gives you the necessary information to improve your future marketing campaigns, automate your campaign workflow, and foster open communication between every member of your marketing team.

Proof MRM on Salesforce™ helps marketing teams struggling to manage information scattered across various platforms, as they can now access essential information in a single location and communicate with others when needing project help.  Your company will benefit from implementing solutions like Proof MRM to streamline your marketing and help them  craft successful, lasting campaigns that put you ahead of your  competition.


  • Control the planning process with the only MRM native on Salesforce
  • Achieve and prove your ROI with continuous progress reporting
  • Speed up your sales process by collaborating in automated workflows
  • Get full transparency of budget and asset approvals for a fraction of the cost
Person 1

“No other analytics software delivers the easy affordability, scalable accuracy, perpetual updates & intuitive ease of understanding that Proof gives analysts, marketers & business leaders. We see Proof as the missing piece.” 

Senior Director of Product Management Partner Ecosystem
Person 2

“Proof MRM on Salesforce™ has completely changed the game for marketers.”

Person 3

“The value of data is only realized when you apply analytics to uncover the insights that improve your effectiveness. Proof is a gamechanger in this respect.”

DELL Chief Evangelist, Data & Analytics
Person 4

“Proof has delivered a powerful suite of self-serve MRM and MMM analytics that enable full-scale campaign planning, budgeting, digital asset management, collaboration, compliance and approvals, and Marketing Mix Modeling — all on the Salesforce platform and all at a price that makes it impossible for marketing teams to not say Yes to.”

Donovan Neale-May
Executive Director of the Chief Marketing Officer (CMO) Council and Business Performance Innovation Network
Person 5

“Marketing consumes a lot of a company's cash. In B2B, it can take months to see a return. Marketers have a real responsibility to every other part of the business who also wanted that budget money; not just to make it count but to prove that they made it count.”

Global Director of Business Transformation
Person 6

“For years, marketers and business leaders have struggled to work as #OneTeam. It’s one of the longest-lasting feuds in the business world. Proof MRM on Salesforce solves this longstanding problem by delivering a best-in-class MRM platform native on Salesforce, coupled with accurate, easily understood Marketing Mix Modeling analytics.”

Sangram Vajre
Best-selling author, B2B CMO, ABM Leader
Chris Talago 1

“Rooted in more than a decade of award-winning work, Proof Analytics is a transformative software solution that proves the business impact of marketing and communications. Proof has been recognized by industry analysts, customers and business leaders for its innovation and technical excellence. Really well done.”

Chris Talago
AWS director of communications, EMEA and APJ
kelli-parsons_tcm-37316 1
“Proof Analytics combines rapid data integration, advanced pattern recognition, and automated analytics to help business and functional teams know what to invest in, how much to invest, and what the business impact is – even in long-cycle situations. Proof delivers real accountability and transparency while showing very clearly how marketing and communications are jet engines of growth.”  
Kelli Parsons
Global Chair, Corporate Affairs and Advisory, Hill & Knowlton / WPP
Cathy Lanning 1-1
“Today’s challenging market conditions mean that Accountability, Transparency and Proof of Impact have never been more important for marketing teams. Proof MRM on Salesforce is the only marketing resource management tool built natively on Lightning and available through the AppExchange, delivering full-power functionality plus fast set up, all at a price that fits comfortably into today’s budget realities. What’s more, Proof has integrated its award-winning, automated Marketing Mix Modeling analytics into the platform. Proof MRM on Salesforce is the crucial piece for modern marketing teams.”   
Cathy Lanning
Managing Director, Salesforce Industry Business Consulting

Let's get started!