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

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Curious about marketing planning tools? Proof + Salesforce eliminate spreadsheets for good.

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Trusted to Manage + Optimize Billions in Marketing Spend

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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
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Reagan Tully
Chief Marketing Officer

What is a Marketing Planning Tool?

5 min

A marketing planning tool can help you plan, budget for, and schedule campaigns. There are many different types of marketing plan tools on the market today, so no matter what specific aspect of marketing you’re struggling with, you should be able to find a solution that meets your needs. Marketing planning tools allow users to execute their marketing campaigns more efficiently, automating manual tasks and providing detailed insights into their performance. With a good tool, you can take your marketing program to the next level and create greater efficiency in your workflow.

Marketing tools and techniques range from seasonal campaigns to increasing or decreasing social spending. There are so many different ways that you can leverage your marketing resources more effectively, and specialized tools and software help to make this possible. One of the challenges that businesses often face when revamping their marketing strategies is trying to keep up with each aspect of the process. 

Digital marketing resources and tools help to simplify marketing management so that users aren’t having to jump from platform to platform. Instead, they can access everything they need in a single, centralized location. This also makes for easier collaboration.

Finding the right tools is often easier said than done. However, by outlining your specific needs, you can turn your attention to the solutions that are most aligned with your business objectives. Knowing what you’re looking for in advance is one of the best ways to go about choosing marketing planning tools. By doing so, you can easily eliminate tools that are irrelevant to your marketing process and turn your attention to those that are well-suited to meet your needs. Every business is unique, and so what works well for one organization may not work for another. You may need to experiment with a few different tools before settling on one.

Marketing Plan Software

Marketing plan software allows users to plan and execute their marketing strategies. It brings everything together in a centralized platform so that businesses can easily keep track of things like budgets. They can track their progress on certain tasks and ensure that all team members remain aligned on critical objectives. Using marketing plan software, you can more easily develop solid marketing plans that yield results. You can avoid much of the disorganization that comes with old-fashioned planning, which can, in turn, lead to better business outcomes all around.

Another benefit of using marketing plan software is that you can get easy access to a marketing plan template. These are most often built into the software and are particularly helpful for businesses that need additional support in marketing planning. With a template, you can put your ideas down on paper without having to come up with a framework on your own. This can save you time and ensure that you implement a winning strategy as opposed to one that is ill-thought-out. Using a proven pre-defined framework is one of the best ways to get the ball rolling on your most critical marketing objectives.

When choosing marketing software, you should consider your individual business needs. Not all platforms are suited for all types of organizations, which is why you should carefully weigh your options before making a final decision. A little research can go a long way in enabling you to choose the tools that are right for your company, so it’s important to consider all of your options to determine the most effective solution for your marketing program. With the right software, you can transform the way you run your marketing campaigns and set your sights on bigger and better things in the future.

Go To Market Strategy Tools

Go-to-market strategy tools empower GTM teams to get through their workflows with ease and efficiency. If you’re trying to develop a go-to-market strategy for a new product, you should consider who you are marketing to, as this can inform your strategy. Once you’ve outlined a basic plan, you can start looking for tools to help with the process. Automation tools are among the most helpful, as they are capable of handling most automated tasks and allow you to take a step back and focus on other aspects of business operations.

The tools you use will depend on your business type and who you are marketing to. For example, if you are working with a B2B go-to-market strategy, you should look for tools that are specifically designed for B2B approaches where business leaders and teams make a decision as opposed to those that target individual consumers where individuals make the purchase. There are many ways that you can utilize GTM strategy tools to simplify this process and achieve better results—it’s often just a matter of trial and error, experimenting with different solutions and strategies to see what is most effective for your particular business.

It’s also important to understand the terms “go-to-market strategy” vs. “marketing strategy.” While the two go hand-in-hand, they can be used differently. A GTM strategy focuses specifically on how to get into a market, and it typically covers a combined effort of sales, marketing, customer success, and product. Marketing strategies typically encompass exclusively the marketer’s strategy and not the other three (though marketing touches these other parts of the business). Standard marketing tools are useful for both types of strategies and can help you to get more out of the process. This can ultimately lead to increased sales and long-term revenue growth.

Marketing Resource Management

Marketing resource management is the process by which businesses oversee their marketing resources. This involves proper budgeting, strategic planning, and campaign execution. By managing your resources appropriately you can save money and hit all of your most important goals and objectives. Digital marketing resources include a wide range of digital tools, and trying to keep track of them all can be challenging to say the least. This is why marketing resource management (MRM) tools are so valuable. They help cut back on time-consuming, inefficient tasks and bring everything together in a centralized platform for easier management.

Resources needed for a campaign include strategic tools, creative assets, and paid ads, and many other things. These can all be managed through an MRM system. Instead of trying to organize them all by hand, you can automatically sort and compile them using MRM software. This is not only more efficient but can result in improved collaboration as well. Teams that spend less time trying to gather a bunch of materials from disparate systems have more time to spend working on the things that actually matter. This is a great way to promote cohesion and alignment across the board. Marketing resources and capabilities play a critical role in helping businesses to deliver better outcomes.

Proof MRM on Salesforce is the only MRM native on Salesforce. It helps users save money by compiling tools into a single location so that they don’t have to run a bunch of different systems for different tasks. With Proof, you get a real-time view of your entire campaign management process. This can allow you to make smarter business decisions. Proof helps to structure your marketing items, giving you a hierarchical look at your journey from beginning to end and allowing for real-time collaborative opportunities from directly within Salesforce. This can be a great alternative to traditional marketing management, especially for those that are struggling to keep up with their manual workflows.

Marketing Campaign Planning Software

Ultimately, no matter what your marketing program looks like, you can benefit from marketing campaign planning software—as long as you choose the right system and know how to use it effectively. Marketing campaign tools can actually hinder your process if used incorrectly, so it’s important to determine how your software of choice will fit into your existing marketing strategy and what, if anything, should be changed to accommodate your new system. You should also take advantage of integration capabilities whenever possible. Combining the old with the new is a great way to optimize your campaigns. 

Marketing campaign management is best handled with an MRM platform, and so it’s worth implementing this kind of software if you are looking to improve your marketing process. Different MRM systems are designed for different types of businesses. 

For example, if you are a B2B company, you should look specifically for marketing resource management software that will allow you to excel in B2B marketing with typically longer deal cycles. Similarly, it can be helpful to look for software that is built around whatever aspect of marketing you are struggling the most with. If you have a hard time planning campaigns, you might look into systems with advanced planning tools.

Campaign management in digital marketing doesn’t have to be difficult, and with the growing number of campaign planning tools on the market today, you can up your marketing game and improve your workflow in multiple ways. Platforms like Proof MRM don’t just centralize critical items but allow teams to easily collaborate on common objectives and gain deeper insights into their marketing processes. Marketing campaign planning software allows users to dig into their campaigns and uncover relevant trends, obtain information on spending and resource allocation, and finally determine what should or shouldn’t change in order to improve their performance. While managing your marketing campaigns by hand is certainly possible, this process can be greatly improved with the right tools.


  • 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

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