...perspectives from a fulfillment services company serving corporate marketing, promotional, and advertising executives by helping them get their messages about their products and services into the hands of their clients.  
Reports!...  What are they good for?
Everyone wants reports. And there are enough IT folks who'll give you anything you want any way you want.

But there's only one reason ever to request a report (or indeed to read one) in the first place: to help you make a sensible decision affecting what you're doing in your marketing efforts.

Everything else is just cute.

marketing management n. the art and science of choosing target markets and getting, keeping, and growing customers through creating, communicating, and delivering superior customer value.

--Philip Kotler

Decisions...Decisions...
Decisions are fueled by questions around effectiveness. Your regular reports should reflect what you need to know to be effective in what you do. Some questions you may have already asked on occasion:
  • How much literature should we run for this campaign? What makes economic sense? What have similar campaigns used in the past?
  • How do we balance the costs of ordering materials against the costs of carrying them?
  • Who do we send our message to?
  • How effective are the pieces we now have?
  • Where are the pieces going now, and who is responding to our offers?
  • What is the turnaround time between request and delivery? Does that affect our offerings?
  • When do we re-order so we're not out of stock?
Types of Reports
In our industry, there are 3 types of reports we offer marketing managers to help them in their decisioning process:
  • Status reports - are "snap shots" of your materials at any given moment. They tell you what is on hand, and what you may be running low on.
  • Usage reports - are "moving pictures" of your materials over time. They can detail any movements of stock between 2 dates.
  • Distribution reports - show you who-got-what-and-when. They can be shipping reports or product reports by customer or dealer.
Report Formats
Reports can come as simple printouts, either hardcopy or pdf's (Adobe's portable document format). These reports can be printed out periodically (weekly, monthly...) or they can be triggered by an event (e.g., low stock).

However reliable "canned" reports can be, you may still want to construct your own reports. You do this by getting the data that backs the reports, which you can then manipulate. The data can come as a simple text file, or as an EXCEL sheet, or as a database (ACCESS works well here). You can now further slice-and-dice your data in even more meaningful ways, sorting columns or doing simple queries (again, for the purpose of helping you make better marketing decisions).

 

Upcoming Issues
Here's what we hope to do in upcoming issues of Marketing Notes:
  • discuss the issues, challenges, and opportunities you face as a marketing professional.
  • provide you with some real hands-on tools for helping you make effective decisions.
  • offer you links to other marketing resources.

Our goal is to make Philip Kotler's definition of marketing management (see above) come alive for you in your everyday work by helping you to put ideas into practice.

   

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Integrated Fulfillment Services, LLC
42 Cherry Lane
Floral Park, NY 11001
516-326-6201

vnystrom@integrated-fulfillment.com