Marketing Resource Management Blog Feature

Marketing Resource Management: Processes, Benefits, and Best Practices

Working in marketing is exciting and rewarding. You get to unleash your creativity and come up with cool, innovative ways to make customers fall in love with your product or service. 🎨

But it’s not all rainbows and unicorns in the marketing world—there are various constraints to keep in mind as well. It’s not like you have all the money, staff, and time in the world to turn every promising idea into reality.

You need to be smart about how you use your budget, time, and human capital, and that’s what marketing resource management (MRM) is all about. It helps you make the most of your limited resources to boost the efficiency of your marketing efforts.

In this article, we’ll walk you through the basics of marketing resource management to help you run your marketing campaigns as effectively as possible. We’ll also share some tips and MRM tools for reaching optimal collaboration and efficiency within your marketing department. 

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

What Is Marketing Resource Management?

Marketing resource management (MRM) is a set of activities and tools for planning and leveraging your budget, time, human resources, tech, and supplies to streamline your marketing operations.

Simply put, MRM is the art of balancing your limited resources to keep your marketing campaigns running like a well-oiled machine. ⚙️

MRM is often perceived as a type of software solution when it’s really just a holistic approach to coordinating and maximizing your assets to align with overarching marketing goals. However, to make MRM easier in today’s constantly shifting marketing environment, it’s crucial to embrace technology—specifically, digital marketing resource management tools.


MRM and CRM may sound alike, but that one letter makes a huge difference. 🔠

CRM stands for customer relationship management, a practice of handling and analyzing customer interactions to improve relationships, enhance retention, and facilitate growth. A customer relationship management tool helps you collect, manage, and visualize customer data and monitor interactions, as well as communicate with your teammates and strategize.

While their areas of focus are different, both MRM and CRM ultimately help you optimize your marketing strategies and future campaigns. The data you collect on your customers can help you personalize your marketing initiatives and win over your target audience.

Plus, this data can shed light on inefficiencies and provide valuable insights based on which you can redirect marketing resources to wherever they’re most needed.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

Marketing Resource Management Activities

Every activity within the marketing resource management realm falls under one of the four main phases:

1. Planning

Improvising and trusting your gut can be fruitful, but marketing resource management prefers bulletproof plans. Therefore, your first step toward managing resources efficiently is creating a strategy in which you’ll define your goals and objectives, design a marketing calendar, and select relevant KPIs for tracking progress and success.

During this phase, you’ll profile and analyze your audience and their behavior, check what your competitors are up to, and identify trends relevant to your marketing campaign.

Quality marketing resource management software tools have strategic planning features to help you outline and visualize your goals to ensure your marketing department is on the same page. These tools support flexibility, so you can adjust your plans on the fly to accommodate changing market or customer demands.

Pro tip: The ClickUp Strategic Roadmap Template helps you align your resources around shared objectives, breathe life into your plans, and maximize the impact of every initiative. It’s customizable and allows easy course correction whenever you need to update your game plan. 😎

ClickUp Strategic Roadmap Template
Visualize your team’s strategic roadmap and better plan for your team’s success with this template

2. Scheduling

In the scheduling phase, you populate your marketing calendar, break goals into milestones and tasks, add detailed information for each task, and closely monitor progress.

Your marketing resource management tool should allow you to schedule all tasks related to your marketing campaign in a jiff. It should offer options for creating subtasks and task relationships to keep your workflows organized. 

3. Allocating

Now it’s time to allocate resources based on your schedule. Decide how many people you want on a task and how much time and money to invest in a specific activity. Check supplies and the technology necessary for completing assignments and keeping your marketing campaigns running smoothly.

The actions you take in this phase aren’t set in stone, especially if you’re new to marketing resource management. Consider adjusting your resource allocation strategy as your marketing campaign unfolds.

Bonus: Take advantage of the ClickUp Resource Allocation Template to gain in-depth insights into resource availability and optimize utilization. 🥰

ClickUp Resource Allocation Template
Use ClickUp’s Resource Allocation Template to keep track of the organization’s materials, manpower, and such for every project

4. Governing

To keep marketing resource management efficient, establish clear rules for allocating and monitoring resources every person in your marketing department should stick to.

Your marketing resource management platform should enable you to create and manage documents related to coordinating resources and keeping your team in sync. 

Ideally, your go-to tool should also support digital asset management—the practice of centralizing and organizing brand assets for easy access and consistent use across platforms.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

Benefits of Marketing Resource Management

Let’s see how you, your marketing department, and the entire organization can benefit from marketing resource management or MRM software:

Improved efficiency

Marketing resource management software lets you break down your work into tasks and milestones and zoom in on the progress of your campaigns. This way, you’re in total control of your marketing team processes and can be 100% confident that no task will slip through the cracks.

Reduced costs

When you have complete control over your marketing operations, you can clearly see where your money and other vital resources are going.

Spending way too much on a particular project? With MRM software, you can visualize and redistribute your budget to avoid unnecessary expenses and allocate money toward other marketing tasks and campaigns. 💸

Bonus: The ClickUp Project Budget with Work Breakdown Structure (WBS) Template helps you map out cost estimates, centralize project info, monitor spending, identify risks, and boost process efficiency. Try it for free!

ClickUp Project Budget With WBS Template
The ClickUp Project Budget With WBS Template helps you visualize, organize, and optimize your budget

Efficient decision making

A marketing resource management solution does the heavy lifting for you and analyzes your marketing efforts, campaigns, trends, potential inefficiencies, expenses, and workloads. It translates this data into actionable insights, helping you make informed decisions regarding the necessary steps for driving improvement and optimizing resources.

Automated workflows

Proper marketing resource management is all about cutting down on busywork. Instead of serving your marketing department a nice meal of repetitive, mundane tasks, use marketing resource management software to automate activities.

Reducing manual work lets you optimize your staff and time utilization, freeing resources for tackling more valuable tasks. On top of that, marketing automation minimizes the risk of human error and guarantees consistency. 😍

Enhanced transparency

Quality MRM software is vital to cultivating a transparent working environment by facilitating team collaboration and communication. A well-built tool allows real-time changes and gives every team member an in-depth overview of all marketing projects and tasks.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

Best Practices for Implementing MRM

Here are some friendly tips for implementing MRM into your workflows without a hitch: 

1. Establish goals

Before you think about project management, MRM software, digital asset management, and other fancy terms to boost your resource coordination, you should sit down and ask yourself a simple question—Why am I doing this?

In other words, define your goals and objectives—these could be finding a better way to optimize resources, improving collaboration within marketing teams, or establishing monitoring practices. Once you have a goal in mind, you’ll be able to find the right MRM software and streamline your marketing activities.

Pro tip: Use ClickUp Goals to measure the success of your marketing resource management efforts. With clear timelines, SMART targets, and automatic progress tracking, you can quickly see how completing your everyday tasks contributes to broader goals and objectives. 

ClickUp Goals
Use ClickUp Goals to define your objectives and key results, i.e., measurable targets

2. Assemble the right team

Implementing MRM is a team effort, not a solo gig. To make it really stick, rally your troops and set up an implementation task force—it’ll be your eyes and ears on the ground. They’ll help you examine current processes and figure out what’s working like a charm and what could use improvements.

Your task force will also assist in preparing for the implementation—it can research MRM tools and marketing technology in general, establish governance policies, and train your marketing team.

After you choose the right MRM software, the team can track the implementation success and advise on potential areas for improvement. 

Pro tip: Use ClickUp Chat view to bring all your MRM discussions under one roof! This native communication feature lets your team brainstorm, share updates, add links and resources, and assign comments and tasks—all in real time!

ClickUp Chat View
With ClickUp’s Chat View, you can communicate your OKRs to employees and ask for their input

3. Use quality MRM software

The success of your MRM implementation comes down to choosing the best MRM software. You want a solution to help you set goals, establish and allocate resources, assign and track tasks, set up governance frameworks, and monitor progress. Sounds like too much to ask for from a single platform? Not if you’re using ClickUp! 💃

As a comprehensive task and project management solution, ClickUp can help you implement and perfect MRM processes with its robust yet easy-to-use features and tools.

Let’s see why ClickUp can be a valuable addition to any marketing team:

ClickUp Marketing

One of the reasons ClickUp can be your go-to marketing management platform is ClickUp Marketing—an entire suite of features and tools dedicated specifically to marketing teams.

Let’s start our mini tour with ClickUp Docs, a unique option for creating, editing, managing, sharing, and storing documents. Use it to create case studies, project plans, timelines, content briefs, and other essential marketing docs. The functionality can come in handy for establishing detailed SOPs and governance procedures for your MRM processes.

ClickUp Docs
Write, edit, and store information about your marketing resource management efforts with ClickUp Docs

What makes ClickUp Docs so special? For one, it lets you add team members to your documents and work together seamlessly. Every change happens in real time and every participant gets a personalized cursor, so there’s no risk of confusion.

With options to add digital assets to your Docs and connect Docs to tasks, you can streamline your MRM processes and keep info organized and easily accessible.

Moreover, ClickUp Docs’s capabilities are amplified by ClickUp Brain. This powerful neural network uses AI to brainstorm ideas, summarize text and meeting notes, and check your spelling to save time and minimize mistakes. 

ClickUp AI Tools for Marketing Teams Write a Case Study Example
ClickUp’s AI functions make it simple for marketing teams to quickly produce important documents like a case study

Another convenient option that promotes collaboration is ClickUp Whiteboards. Invite your team to infinite digital canvases to brainstorm, strategize, discuss how to allocate marketing resources, or pinpoint potential issues and inefficiencies. 

Dive into a rich selection of collaborative visual options—draw, write text, create and connect shapes, or add notes and comments to communicate your thoughts.

ClickUp Whiteboards for adding Docs and visual cues for team collaboration
Easily customize your Whiteboards by adding in Docs, tasks, and more

Visualize your campaigns and marketing resources with the ClickUp Timeline view, one of the platform’s 10+ task and project views. It lets you see your milestones, tasks, and their dependencies on a timeline—zoom in to focus on a specific day or zoom out to view weeks or months at a time. The view can be your go-to resource management tool, providing a clear overview of your team’s workloads and schedules.

Don’t miss out on ClickUp Dashboards—they help you visualize any type of data through pie, line, and bar graphs! Use the Dashboards to track and analyze your path toward marketing goals and identify inefficiencies. Choose from 50+ customizable Cards to create a Dashboard for any scenario. 📊

ClickUp Dashboard
Collaborate seamlessly and monitor your performance on ClickUp Dashboards

ClickUp has a vast collection of helpful materials for marketing teams called ClickUp Marketing Resources. Here, you can find numerous success stories, video tutorials, courses, how-to articles, and tips on maximizing your marketing department’s potential and leveraging ClickUp features to drive improvement.

ClickUp Resource Management

Still not convinced ClickUp is the right platform for your marketing team’s MRM practices? Let’s dig into ClickUp Resource Management, a feature suite that will make allocating and monitoring marketing resources a breeze.

Visualize your critical assets with the help of ClickUp views. Start with the basics like the List view, ideal for organizing and classifying. Use ClickUp Custom Fields to provide extra details about every task and resource and personalize your Workspace.

ClickUp Custom Fields
Customize your project organization and capture relevant information with ClickUp Custom Fields

Then, move on to the specifics—monitor your team’s capacity with the Workload view or gain a detailed insight into time estimates and progress with the Team view.

Thanks to ClickUp’s time-tracking options, you can monitor how much time a specific task takes. That way, you can spot bottlenecks and adjust your game plan to ensure everything runs smoothly. 

Track time manually, add estimates, and take advantage of detailed reporting to allocate smarter. Don’t worry about tracking time on different devices—ClickUp syncs the data automatically, so you won’t miss a second. ⌛

Organize and add notes to start a task with ClickUp Project Time Tracking

Another handy resource management feature is ClickUp Forms. Use it to customize and send forms to your marketing department, internal and external stakeholders, or target audience. For instance, you can ask your team if they’re happy with the current processes and see if they have any suggestions for improvement. 

Use task fields on the left side of the form to personalize questions and capture relevant data. ClickUp automatically translates the responses into trackable tasks for extra convenience.

ClickUp Automations

ClickUp Automation
Create custom automation to relieve your teams from manual workload with ClickUp Automation

We’ve mentioned the importance of automation in MRM software—putting repetitive tasks on autopilot saves time, reduces the risk of mistakes, ensures consistency, and allows your marketing team to work on more meaningful tasks.

ClickUp wouldn’t be a top project management and marketing management platform if it didn’t have powerful features for automating workflows. ClickUp Automations lets you streamline tasks and actions in a few clicks. Choose from 100+ pre-built Automations in ClickUp’s library or create your own marketing automation by customizing triggers, conditions, and actions.

Automate updating task statuses, priorities, tags, assignees, or due dates, and let ClickUp handle the legwork.

Marketing resource management templates

Templates are one of the most useful and time-saving options in ClickUp’s toolkit—use them to standardize processes, eliminate mistakes, and invest your time into more high-value tasks. ⏲️

ClickUp’s template library boasts over 1,000 options for various purposes, from project management to creating brand guidelines and coordinating digital assets. Explore templates for resource planning, creating marketing roadmaps, or crafting bulletproof marketing plans.

To cut down your search, we’ve shortlisted four templates marketing departments will love:

  1. ClickUp Resource Planning Template: It lets you organize tasks and resources, optimize workloads, and identify issues. Besides Workload views, you also get a Gantt chart and a Timeline view for visualizing marketing resources. The template has simple List and Board views for tracking capacity
  2. ClickUp Marketing Campaign Management Template: Ideal for coordinating marketing activities and campaign planning. Break down your work into tasks, use Custom Fields to provide more details, manage calendars, and track budgets
  3. ClickUp Marketing Report Template: Marketing departments can use this template to establish and monitor KPIs, visualize data, pinpoint growth opportunities, and ensure every action ties to your goals. It can help you track the success of your content marketing efforts
  4. ClickUp Strategic Marketing Plan Template: Use it to define your target audience and create a strategic plan that caters to it. It also helps you align the strategy with your objectives and share plans with external stakeholders
  5. ClickUp Asset Management Template: It lets you streamline digital asset management and keep your marketing assets organized and centralized. It’s a valuable tool for marketing agencies of all sizes
Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

ClickUp: The Perfect Combo of Project Management and MRM Software

As an award-winning platform with unique feature sets, ClickUp can serve many purposes and be the perfect marketing project management tool. It can help you implement and reap the benefits of marketing resource management, unify your team, monitor progress, and eliminate waste from your activities. 💪

Sign up for ClickUp and dive into its MRM software superpowers! 

Questions? Comments? Visit our Help Center for support.

Sign up for FREE and start using ClickUp in seconds!
Please enter valid email address