Setting up Plannuh for the first time

Introduction 

Welcome!

Plannuh’s marketing planning and budgeting platform helps you build, execute, and measure goals, campaigns, expenses, and business value all in one place for visibility, efficiency, and agility. The platform is organized to keep you on the right path to achieving your marketing goals. 

Plannuh Setup and On-boarding

This knowledge base article will outline the process and best practices in getting you setup and running as quickly as possible.

Planuh is a very flexible platform and our customer success specialists will help you navigate through the fastest way to achieving value from the platform. Depending on the status of your planning and the data you have available, Plannuh can offer significant value in establishing marketing team collaboration, highlighting and creating process improvements, data analysis, finance and marketing forecasting, and much more.

Additional Resources

The key to effective marketing is having a comprehensive plan, being able to measure performance against the plan, and then being agile enough to make meaningful changes to the plan. The very best plans allow you to address shortfalls or take advantage of opportunities to overachieve in real time. 

At Plannuh, we don’t just build a platform to measure and adjust a marketing plan and budget, we also provide guidance and resources in building the best possible plans from the start. Our tools, templates, and resources track to Plannuh’s modules so you can be effective and successful at every step of your marketing journey.

Marketing planning and strategy best practices can be found in our Resource Library on our website.

Your Organization Onboarding Roles: Each of the roles below are designed to help distribute ownership and accountability for ensuring action items are completed in a timely manner during your onboarding journey. You can have multiple roles fulfilled by one member of the team.

Needed on Most Meetings: 

• Lead Project Manager: 
  • Will be in charge of driving the onboarding process for Plannuh. Typically has significant knowledge of existing processes and systems in place. Examples of lead project manager roles: Marketing Ops Director, Director of Marketing, VP of Marketing
• Implementation Administrator: 
  • Will be responsible for executing many of the tasks and retrieving much of the data requested from the Plannuh team. Examples of implementation executor roles: Marketing Ops Analyst, Field Marketing Manager, Demand Gen Manager

Helpful for One-off Meetings/Correspondences:

• Finance/Accounting Director/VP
  • Provides budget data and consults on marketing-to-finance processes.  Will provide expense transaction information as required
• SFDC Admin/Hubspot Admin
  • Uses their Admin login to create dynamic connections to SFDC and Hubspot
  • Responsible for SFDC and Hubspot organization and data management.  Plannuh requires particular methods of organization to retrieve metrics from these systems and this may require changes in the SFDC and Hubspot platforms to accommodate
• Google Ads/LinkedIn/Facebook Campaign Manager
  • Uses their Admin login to create dynamic connections to digital ad platforms
• Internal Champion
  • Provides consultation and guidance on processes, practice, and reviews
  • Helps foster stakeholder communication

Helpful for Important Meetings/Sign-offs:

• Executive Sponsor:
  • Will be the highest member of the marketing team that signs off on architecture, account setup, and reporting needs. Examples: CMO, SVP of Marketing, CRO, VP of Marketing, VP of Demand Generation

Data Sets Requested

These data sets will be used to create a well formed Plannuh platform setup for your organization that will deliver the full value of the software.  Depending on your requirements, not all data sets are required.  The organization of data and the data itself can evolve as your plans are developed.  The ability to progress through marketing planning, make changes as needed, and collaborate with the marketing team and other departments is one of the greatest capabilities of Plannuh.

Budget Items

• Marketing Budget with Segmentation
• GL Codes
• YTD Finance Expenses
• Marketing Org Chart Diagram (Names and Emails)

Marketing Plan Items

• Marketing Plan/Activities Tracker
  • Campaigns
  • Metrics used to measure campaigns
• Outline of Marketing and Sales Pipeline Funnels

A word about Automation

At Plannuh we are dedicated to streamlining your processes and making marketing planning as easy and streamlined as possible. Together we will explore ways to automate processes so marketing managers are spending less time planning and more time doing once we have the software fully implemented or even as other systems you use are put into practice.  

We offer integrations with popular marketing, CRM, and digital ad platforms including Salesforce, Hubspot, Google Ads, Linked In Ads, and Facebook.

We can automatically import Excel expense transaction reports from finance and ERP systems to facilitate the automatic creation and closing of expenses. Some work by your teams to provide the correct data and provide these reports will be required but that upfront work will pay automation dividends for years.

We can also receive Invoices as PDF files to automatically reconcile and close expenses through something we call Budgie Automation.

Your customer success specialist will assist with all of these implementations.

The Onboarding Journey

The onboarding process is managed by your customer success specialist.  We call this process the onboarding journey with the most common steps outlined below.  Depending on your needs the order and data used in the setup may change.