Technology

Powerful productivity technology for marketing fulfillment that increases speed and reduces costs

Sales and marketing programs can create significant operational costs when fulfillment, inventory, shipping, customer service, accounting, and reporting rely on disconnected tools and manual workflows. All in View brings those processes together, improving visibility, reducing manual touchpoints, and helping organizations operate more efficiently while maintaining better control over inventory, budgets, and overall program spend.

Solves the biggest marketing fulfillment and procurement challenges: uncontrolled spend, inefficient workflows, inventory issues, and limited data for ROI analysis.

Combines the All in View platform with J.M. Field’s 5-star service to deliver optimum outcomes for enterprise organizations.

Creates a single source of truth for brand assets, inventory, approvals, and execution, unlocking efficiency, savings, and speed.

Streamlines workflows, strengthens controls, and provides reporting that supports profitable growth and in-depth tracking.

Control

Goal-driven transformation across your organization

Strategic permissions transform procurement from a siloed process into a controlled, enterprise-wide system aligned with the outcomes you care about most. With All in View, you can set role-based access, approvals, budgets, and ordering rules that guide teams toward smarter purchasing decisions without slowing them down. All in View helps de-risk marketing fulfillment by improving visibility across inventory, orders, and spend, while reducing manual touchpoints that lead to errors and overspending. Instead of chasing down spreadsheets and reconciling inconsistent data, stakeholders can rely on clear reporting to understand what’s being ordered, by whom, and why, then connect that activity to results. We help you shift your focus from managing costs to achieving ROI.

Reduce costs per Purchase Order for field, purchasing, and accounts payable by eliminating silos and automating processes.

Set budgets and track field material needs at a granular level to increase support and eliminate waste. Enables controlled spending for large marketing and sales organizations.

Activate user-based permissions enabling efficient workflow, automated approval notifications, and streamlined processes.

Receive real-time data and analytics for precision business intelligence, control top-line expenses on marketing and sales materials, and measure effectiveness.

Impact

Proven results with minimal implementation risk

All in View delivers real-time visibility into inventory, orders, and spend so teams can make faster, smarter decisions without guessing. Automating routine workflows and reducing manual handoffs improves accuracy, shortens turnaround times, and helps prevent costly issues like stockouts, duplicate orders, and rush shipping. The result is a leaner operation that supports a faster, more consistent customer experience, complete with personalization when you need it, from kitting and inserts to targeted distribution. With clearer reporting and tighter controls, organizations can measure performance, identify savings, and demonstrate ROI quickly.

Automating purchase order through invoice workflows helps reduce administrative effort, streamline approvals, and improve financial visibility, often lowering processing costs while making reconciliation faster and easier.

Capture, track, and analyze spend through custom reporting and integrations with leading systems (including Salesforce, Ariba, NetSuite, and more), so data flows cleanly without re-entry.

Measure performance by customer, affiliate, salesperson, location, or program to understand what’s working and where to optimize.

Platform maintenance, updates, and technical support are handled by our team, allowing clients to benefit from the system without taking on the internal software management, development, or ongoing IT support burden themselves.

Features

Permissions, approvals, budget automation, and systems integrations

All in View reduces costs and increases productivity by turning routine materials management into an automated, policy-driven workflow. Using role-based permissions, approval paths, and budget rules, the platform creates “smart purchase orders” that route, validate, and process automatically, with no manual back-and-forth. Teams can order what they need within predefined guidelines, while managers maintain control over spend, brand standards, and inventory availability. Built-in guardrails help prevent duplicate orders, out-of-policy purchases, and unnecessary rush shipping. The result? Faster fulfillment, cleaner accounting, better reporting, and a smoother experience for every user.

Set access and ordering rules by user, team/group, product, or category to make sure the right people can request the right items, within policy.

Assign budgets by individual and/or team, then track spend, activity, and outcomes with reporting that supports auditing and ROI measurement.

Give sales, marketing, procurement, and finance a shared dashboard to monitor inventory, user activity, freight optimization, missed opportunities, and overall program performance.

Sync activity to customer/prospect records automatically and trigger follow-ups, like assigning tasks to the appropriate salesperson, based on ordering and engagement data.