Advertising Sales Management on Salesforce Platform

Advertising Sales Management, built on the Salesforce Platform, let's publishing companies maximize their advertisement sales revenue by unifying their ad sales operations. Media planners and sales reps can easily plan, execute, and measure their media campaigns with prebuilt capabilities that are tailored to drive operational efficiencies and accelerate sales cycles.

• Learn about Advertising Sales Management
  Understand the roles and concepts related to Advertising Sales Management and map the capabilities of Advertising Sales Management with your business requirements. Explore the data model that supports the ad sales business processes and practices of publishers.
• Set Up and Configure Advertising Sales Management
  Set up capabilities that enable ad sales admins, media planners, and sales reps to manage the company's ad sales business in Salesforce. Provide users the permissions they require based on their roles and responsibilities in the company. Configure your Salesforce instance to meet your company's ad sales business requirements.
• Manage Your Ad Servers in Advertising Sales Management
  Publishers use external ad servers to automate the process of serving advertisements on its media properties to customers. Key employees in a publisher's ad sales business such as media planner and sales reps have access to the company's external ad server instance.
• Organize Your Media Properties and Product Portfolio in Advertising Sales Management
  Manage all the media properties where you serve advertisements, the spaces in the media properties, and the creative dimensions in which ads are served. Control your ad product and services portfolio, including attributes, pricing models, and targeting criteria.
• Price Your Product Portfolio in Advertising Sales Management
  Manage your complete product pricing strategy with Salesforce Pricing. You can list the prices of all your products and design discounting rules.
• Configure Your Audience Targeting Options in Advertising Sales Management
  The audience that advertisers and agencies want to target through their advertisement campaigns vastly differ based on their campaign objectives. A publisher must ensure that the audience targeting options that they have for their ad products are robust enough to the meet various advertiser and agency requirements. The ad sales admin can configure a wide variety of targeting options and decide the targeting options that are available for media planners and sales reps to choose from for their media proposals and media plans. Ad sales admins can also create targeting options that are tailored for specific products.
• Manage Advertiser and Agency Relationships in Advertising Sales Management
  Advertising Sales Management makes it easy for publishers to manage information about the advertisers and agencies they work with. Sales reps can map the relationships between agencies and the advertisers they work with. Sales reps can also list the contacts of the advertisers and agencies they engage with.
• Manage Advertisement Campaigns
  Publishers typically receive details about prospective advertisement campaigns from advertisers and agencies through request for proposals (RFPs). The sales rep whose assigned to the advertiser or agency use the information in the RFPs to create advertisement campaign opportunities in Salesforce.
• Manage Proposals for Advertisement Campaigns in Advertising Sales Management (Beta)
  After sales reps collate information about advertisement campaigns from the request for proposals (RFPs) shared by advertisers and agencies, sales reps can create proposals based on campaign requirements. Proposals are strategic documents that enable sales reps to showcase how the publisher is planning to meet campaign requirements. Depending on campaign objectives, sales reps can create multiple proposals that represent the different ways in which the publisher can meet the campaign objectives. When proposals are ready, sales reps can generate pitch decks for the proposals. Pitch decks are visual presentation that sales reps use to communicate the publisher's suggested strategy for accomplishing the goals of the campaign.
• Manage Media Plans for Advertisement Campaigns in Advertising Sales Management
  Media planners create media plans for advertisement campaigns of advertisers and agencies. Media plans contain the ad placements that the publisher plans to serve on its media properties based on the objective of the advertisement campaigns. Media plans include ad placement details such as availability, pricing, delivery settings, attributes, ad spaces and creatives, and targeting criteria. Based on the timelines, size, and requirements of the campaigns, media planners can create multiple media plans for a campaign.
• Manage Orders for Advertisement Campaigns in Advertising Sales Management
  After media plans are approved internally and signed off by advertisers or agencies, media planners and sales reps can create orders for the media plans and activate the orders. After orders are activated, the ad operations specialists can amend orders to change ad placement configurations such as impressions, targeting, and creative sizes.
• Integrate Your Ad Sales Business Processes with External Systems
  System integrators can use resources such as Dynamic Revenue Orchestrator, Salesforce Flow, and Mulesoft Direct to send a publisher's advertising sales information from Salesforce to external systems such as external ad server instances. System integrators can also use an integration definition to check ad placement availability in the external ad server instance and bring the information back to media plans in Salesforce.
• Considerations for Working with Advertising Sales Management on Salesforce Platform
  Review the considerations and limits of Advertising Sales Management that you must consider during implementation. Advertising Sales Management is powered by Salesforce Platform and Revenue Cloud and the considerations and limits of Salesforce Platform and Revenue Cloud automatically apply to Advertising Sales Management.