Proforma JEL Marketing Solutions Integrated Marketing

Discussion Points
 Introduction & Discovery
 Proforma’s Competitive Advantage
 Needs Assessment
 Program Development & Support
 Marketing Implementation & Integration
 Opportunities for Partnering
Insert Client Logo Here

Introduction
 Proforma is:
 A $400 million dollar leader in the industry
 A marketing agency without the agency fees
 An addition to your team, but not an addition to your
payroll
 A business process outsource resource

PROFORMA’S COMPETITIVE
ADVANTAGE

Proforma’s Competitive Advantage: One
Source
 Choose Proforma as your One Source for integrated
business solutions
 Save Time
 Reduce Costs
 Streamline Resources
 Manage Your Brand
 Enhance Your Communications
 Simplify Your Business

Our Clients choose to work with us as their single-source marketing
communications provider because we combine modern technology with infinite
resources to develop their brand.
Employee Recognition,
Motivation & Safety
Programs
Online Company
Store Development
& Management
Direct Marketing &
Promotional Campaigns
Inventory
Management,
Fulfillment & Kitting
Distribution &
Warehousing
Graphic Design
Services
Meeting, Events &
Tradeshow Planning
and Materials
Website Development,
Mobile, Social and
Multi-Media Solutions
Customer
Incentive &
Award Programs
Brand Management, Print Services,
Promotional Products, Business
Documents, Apparel & Uniforms
Proforma’s Competitive Advantage:
Infinite Resources

Proforma’s Competitive Advantage: Full
Service Marketing Resource
 Experts in marketing program development,
implementation, integration and support.
 Enhance and simplify your print, promotional, direct
mail, apparel and other valuable programs.
 Provide you with creative marketing ideas and solutions
to achieve your company goals and objectives.
 Streamline purchasing, fulfillment, reporting and
inventory management with an easy to use, permission
based eCommerce solution.

Integrated Business Solutions
We help you:
 Save time
 Partnering with Proforma saves you time.
 Total Project Management
 Streamline Outsourcing
 Example: Johns Hopkins Bloomberg School of Public Health’s Center
for Communication Programs had a large project to benefit young girls
in Africa and reduce the number of girls infected by HIV.
 The project included a variety of products and services including: CDs,
duplications, jackets, manuals, folders, technical briefs, custom bags,
multi-lingual translations, kitting and shipping to Africa.
 Proforma sourced, produced and fulfilled the entire project, allowing
Johns Hopkins to focus on the program’s purpose and continue their
work.

We help you:
 Reduce Costs
 Partner with a large global organization with the responsiveness of a local
business. Our network includes over 400 Preferred Supplier Partners with
preferential pricing options to help reduce costs.
 Preferred Pricing and Service
 $400M Buying Power
 CPSIA Standards
 Integrated Program Solutions
 Example: Our vast supplier network, helped a large health system benefit
from reduced costs and increased service quality.
 Proforma out-seated the incumbent by reducing print costs by at least
20% on average and 10% on the average promotional product. The
increased level of responsiveness and service has been reported as
immeasurable.

We help you:
 Streamline your processes and run more efficient programs.
 Streamline processes with no geographical boundaries
 Coordinate communications throughout your organization
 Minimize logistical challenges
 Example: A national medical insurance company needed to announce
training events across the entire state of Pennsylvania by sending out
direct mail packages.
 Proforma was able to takeover the project after the previous supplier
had failed and produce, fulfill and ship all 2,500 packages in just two
days.

We help you:
 Maintain your brand marketing campaigns, production
and fulfillment through integrated business solutions.
 Seamless, consistent and cohesive Brand Management
 Integrated business solutions
 Example: An international manufacturing company was looking
for assistance developing and maintaining their brand across all
of their divisions (marine, industrial and construction).
 Proforma developed a brand initiative consisting of 4 postcards,
4 flyers and 4 advertisements for each of the divisions, totaling
36 designs, and ensured brand consistency, cohesiveness of
message and timely delivery. Insert Client Logo Here

We help you:
 Through integrated business solutions, we provide the
communication tools that enhance your communications and
create a more cohesive approach to business.
 Multi-channel marketing and communications programs
 Multi-level/platform resources for response tracking and reporting
 Enhanced deliverability
 Seamless, consistent and cohesive communications
 Example: A regional bank and trust was focused on increasing top-of-
mind awareness with their customers.
 Proforma recommended and then created a marketing campaign that
included a see-through, custom die-cut postcard and a promotional
product giveaway. The combination of these items is known to
increase response and retention rates by 30%. The statistics held true
as the financial institution experienced a significant spike in new
customers and accounts. Insert Client Logo Here

We help you:
 Simplify Fulfillment
 Reduce the complexity of your fulfillment services by partnering
with a North American leader and more than 400 preferred
suppliers to assist with multi-location deliverability and inventory
management.
 Multi-location fulfillment and distribution
 eCommerce integration with online solutions, tracking, reporting and cost center
management
 Single invoice solutions for program simplification
 Example: A specialty cardiac medical facility had been ordering shirts and
promotional products locally to offer to their patients and families to
support their practice and success rates. While the response was higher
than imagined, it was quickly realized that the productivity of the staff was
declining in order to handle the patient requests for these items.
 Proforma recommended and then developed an eCommerce store for the
facility, allowing all staff to easily, and quickly, order AND ship the
products with the click of a mouse. Insert Client Logo Here

Needs Assessment
 By combining our advanced product knowledge with
our experience and proven customer satisfaction,
Proforma works to find the solution that best fits
your needs.

Needs Assessment
 We’ll work together to identify and address your:
 Challenges
 Priorities
 Strategic Opportunities
 Business Process Needs
 Partnership Opportunities

Program Development & Support
 Drive new revenue
 Simplify your marketing strategy
 Maximize your resources
 Reduce indirect costs

Program Development & Support:
Drive New Revenue
 Support from a full service marketing resource to help
you:
 Create impactful marketing programs and campaigns that get
you noticed and increase conversions
 Enhance communications with your prospects, customers and
employees to increase awareness of your brand
 Introduce new ideas and strategies to the market with the
industry’s most innovative products and promotions
 Simplify the way you interact with your internal and external
customers through a state-of-the-art eCommerce Solution

Simplify Your Marketing Strategy
 Add powerful messaging and product offerings to
your communications and marketing programs:
 Develop creative copy, product themes, packaging and
program coordination through a full service marketing
resource
 Certify and manage direct mail programs for both simple
and complex marketing campaigns
 Partner with one company for the maximum breadth and
depth of products and services.

Maximize Your Resources
 Benefit from the comprehensive support and
product offering of a single source contact:
 Source, procure, manage and monitor all of your print,
promotional items, business forms, apparel, and more
through one point of contact
 Coverage throughout North America and across the globe
for production, fulfillment and distribution
 Reduce the amount of time it takes to order, process and
track inventory through an integrated eCommerce Solution

Reduce Indirect Costs
 Simplify the conversion of prospects to customers and
minimize internal processes:
 Implement a powerful eCommerce solution that offers streamlined
processes for
 One point of contact for order entry and processing
 Contact management and order tracking
 Inventory management via on-demand programs
 Cost center accountability and budgeting
 One resource for fulfillment and distribution
 One resource with preferred pricing and support of more than 400 of
the industry’s top vendors.
 Conduct Quarterly Business Reviews (QBR) and Process Improvement
Checks (PIC) to ensure efficiency and identify new opportunities for
reduction in costs

MARKETING IMPLEMENTATION
& INTEGRATION STRATEGY

Marketing Implementation &
Integration Strategy
 Dedicated Account Management Team
 Client Marketing Support
 Online Systems Integration and Management

 Dedicated Account Management Team
 You will receive an account manager to help facilitate your
program and ensure you are maximizing the benefits of
partnering with Proforma.
 Your account manager will help create efficiencies within your
organization by implementing new processes to free up your
time and resources.
 We will assist you with the development of communications to
introduce and market your new programs/systems

 Client Marketing Support
 Our Creative Services team and internal marketing resources
help develop and launch communications to increase employee
and customer awareness and education on the available
programs/systems.
 We will continue to bring new, innovative product ideas and
program recommendations to the forefront of your projects.
 Design services, logo development, brand management, online
marketing, website support and more are available as needed
on a per project basis.

 Online Systems Integration and Management
 Experience the benefits of a state-of-the-art, integrated
eCommerce Solution that allows you to easily:
 Custom brand your online solution
 Add products and content
 Manage orders and inventory
 Implement an on-demand fulfillment system
 Track orders, create reports and bill customers
 Process payments and assign cost centers

Opportunities for Partnering
 Partner with Proforma as your One Source for
integrated business solutions to help you:
 Save Time
 Reduce Costs
 Simplify Your Business

Partners in Success
Manufacturing Financial
Services
Hospitality Healthcare &
Pharmaceutical
Other Recognized
Names

Opportunities for Partnering
George Jones
Proforma JEL Marketing Solutions
(205) 780-0655
George.Jones@Proforma.com

Promotional Products
 Apparel & Uniforms
 Awards
 Bags / Backpacks
 Binders
 Corporate Gifts
 Desk Accessories
 Drinkware
 Food Gifts
 Giveaways
 Golf Accessories
 Hats & Accessories
 Lanyards & Badges
 Lifestyle Items
 Luggage
 Mousepads
 Planners / Journals
 Technology Items
 Tradeshow Incentives
 Writing Instruments
 … And More

Printing Services
 Books / Magazines
 Business Stationery
 Calendars
 Catalogs
 Print-on-Demand
 Direct Mail Pieces
 Event Programs
 Flyers
 Folders
 Greeting Cards & Invitations
 Kitting & Fulfillment
 Mailing Services
 Memo Pads & Journals
 Newsletters
 Packaging
 Point of Purchase Displays
 Signage & Banners
 Tickets & Passes
 Variable Data Printing
 … And More

Business Forms & Documents
 Business Stationery
 Cards & Mailers
 Certificates
 Checks
 Financial Documents
 Inventory Forms
 Invoices
 Mailers
 Order / Business Forms
 Pressure Seal Items
 Receipts & Coupons
 Scratch-Offs
 Security Features
 Shipping Forms
 Statement Processing
 Tags & Labels
 Warehousing
 …And More

eCommere Solutions
 Brand Management
 Collateral Management
 Cost Center Controls
 Custom Online Stores
 Electronic Newsletters
 Inventory Management
 Marketing Tool
Development
 On-Demand Inventory
 Online Forms
 Online Stationery
 Order Tracking Sales
Force Enablement
 Virtual Samples
 Web-to-Print Items
 … And More

Multi/New Media Offering
 3D Animation
 App Development
 Blog Development
 Copywriting
 Live Event Production
 Mobile Websites
 QR Codes & Text
Messaging
 Script Writing
 Social Media Support
 Training Videos
 Video Production
 Virtual Publications
 Website Development
 Whiteboard Video
Development
 … And More

Contact Me Today
George Jones
Proforma JEL Marketing Solutions
(205) 780-0655
George.Jones@Proforma.com

Proforma JEL Marketing Solutions Integrated Marketing

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