You might expect that go-to-market teams stand to gain the most from having a direct mail platform at their fingertips. But outside of the GTM bubble, countless finance teams are using Reachdesk to streamline their workloads.
Our platform eliminates admin headaches and enables finance teams to manage every aspect of their direct mail campaigns all in one place, including:
- Gaining full visibility over spend and tracking from direct mail and gifting.
- Allocating and tracking budgets for regions, teams, and users through budget management capabilities.
- Measuring ROI and reviewing spend against campaigns to see the impact Reachdesk is having.
These capabilities give finance teams the freedom to spend less time trawling through invoices, manually reviewing shipping receipts, processing budgets for teams, reconciling budgets against campaigns, and guessing the ROI of sending.
Here are just a few of the challenges that Reachdesk can fix…
Budget management
You have so many better things to be doing with your time than reviewing POs, paying invoices, and tracking expenditure back to teams and users. When it comes to scaling your gifting campaigns, these admin tasks can really hold you back.
Reachdesk’s team wallets allow you to set up budgets in one central location and determine which teams can pull from a wallet, the currency, and the balance.
For example, you might want to set up a wallet for your enterprise sales team and allocate the budget to individual users or draw from that budget on a monthly basis per user. Simply set the budget and then determine the rules for each sender. Discover everything you need to know about setting up team wallets here.
Most Reachdesk customers enable admins – usually budget holders – to oversee this in line with their team setup and allocate budgets, so that finance teams don’t have to do it themselves.
This allows departments to manage not only budgeting but also the campaign setup process, so that direct mail and gifting can be done at scale and teams can remain autonomous.
Invoice tracking
Great news – you no longer have to spend time trawling through invoices and statements, or chasing up on credit card receipts. We’ve made it easy to add credit into our platform and manage payments.
Whether it’s a credit you want to use to make smaller one-off payments or upload larger amounts for bigger campaigns, you can do this in just a few clicks. Once that’s done, all transactions can be reviewed and exported if necessary. Discover how to easily track invoices and more here.
Guessing your gifting ROI
In the unpredictable market we currently find ourselves in, scrutiny over ROI has never been stronger. That’s why we put our money where our mouth is.
For every dollar you spend with Reachdesk, you can view and track the impact it’s having on your pipeline and revenue. We built Reachdesk IQ so that GTM and finance teams can easily review the ROI of gifting spend and measure its impact. You can learn more about accessing these insights here.
These are just some of the ways in which Reachdesk can help finance teams streamline their workloads. Get in touch today to find out more!
