Marketing Made Easy

Pros

I have been using RoboHead for almost 2 years now and I can say without a doubt that this is one of the best marketing management tools out there. It really does provide a clean and intuitive place to manage multiple projects from start to finish and makes viewing each life cycle simple. The reporting feature is fairly robust; however, I am I am able to export data into a variety of places as I also work a lot with other reports in Excel and Access.

Cons

Although the reporting works well enough, there ought to be more flexibility with the data that is used for reporting as well as customizable templates. More often than not, I need to export data into Excel to create customized graphs for use in more finely tuned reports.

Projects are Made Easier with RoboHead

I started using RoboHead after I had experience with another PM software (Wrike) which was extremely user-friendly and easy to learn. RoboHead had a little bit more of a learning curve, which admittedly made me a little slow to embrace the software. Since then, I've really come around on RoboHead and found it to be quite useful. I think the software could be a little more streamlined and the UI could definitely use a face lift. I would look at Wrike for inspiration on the UI side, but think that RH is vastly superior on the actual planning/backend side of things.

Pros

I like the organization that it provides for my day to day operations and the ease of reviewing creative.

Cons

The lack of being able to build subtasks under tasks can make things difficult. I think the UI is a little underwhelming, and could be improved to make the product look/feel more advance. Also mobile functionality is a major weakness for a marketing managers who are on the road and not always in front of a computer. I feel severely handcuffed if I have to do anything in RH on mobile. This is probably an issue on my team's end, but sometimes individuals get buried with RH email notifications and can't easily discern priority ones.

Good flexible project management system for growing teams

Our overall experience with RoboHead has been very positive, however I think they could do a better job working with their client base to make sure they are getting the most out of the tool.

Pros

We love how flexible RoboHead is. We launched this for our brand team to use 5 years ago, but in the last year have brought other teams like social, campaign mgmt, technology and data team project requests also into the platform.

Cons

I wish it had a better editorial calendar feature so we could bring our content team onboard. I also wish our client success manager held regular meetings with our staff to ensure we were utilizing the platform in the most efficient way possible.

Software Review

RoboHead solves a lot of challenges that we would have if we didn't have a software like this. Our little team of 2 people process and traffic anywhere from 100 to 240 active projects within our RoboHead account at any given time. There is no way that our little team of 2 could keep all of that straight and get half the amount of work done that we do if we didn't have a software that could help us track and automate to help keep those projects moving.

Pros

I like that there are automation features within the software itself. It's very helpful to be able to set something up on the front end and rarely have to adjust once it gets going.

Cons

I with there was more automation. In a perfect world, I would love for a request to get submitted, you look it over, approve it, assign the team, choose all of the templates needed and the system does the rest for you and builds out Campaigns and individual projects. In addition, it adjusts the timelines based on the start date & due date that you indicate and auto adjusts the task durations based on this information and while using the data from the Resource Utilization Chart too.

Amazing customer service but missing some features

Overall our internal client partners feel that RH gets the job done. We have several older, blue-collar men on our sales and national teams so the user experience and not having an app is a trip up for them (they refuse to use it). Back end is mainly where our frustrations lie with reporting (we have a call set up with customer service to see if we can have a breakthrough there) and not being able to create multiple forms for different types of projects.

Pros

The review tool was a game-changer for our team. Real-time problem-solving has been a huge help for us as well. Anytime we have a question about anything regarding the software we can chat with someone almost always right away without having to go through a phone call or setting up a meeting with an account rep and a customer service person. We also really appreciate that tech support is included in our plan without an additional fee.

Cons

Reporting continues to be a constant struggle for us. I inherited this software which was chosen by a design manager with HEAVY influence from our web developer who has moved to a different role and isn't available to fix these up for us. We have to run multiple reports to get specific numbers (a lot of which has been negated by the monthly email we get from RH so that's a huge help). The user experience is still very clunky especially when compared side by side with competitors (Wrike, WeWork) and not having an iPad or Mobile app is a bit detriment.