Manage Proposals for Advertisement Campaigns in Advertising Sales Management

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.

Tip Work with key stakeholders and admins in your company to explore Agentforce for Media, which provides a set of Agentforce assets enabling sales reps and media planners to create and manage proposals using assistive agents. See Agentforce for Media.

• Key Proposal and Pitch Deck Concepts
  Before sales reps create proposals and generate pitch decks for their advertisement campaigns, they must understand how proposals and pitch decks work in Salesforce.
• Explore the Proposal Builder
  The Proposal Builder is a nimble tool that enables sales reps to prepare proposals with easy. Instead of skipping across multiple records and pages to prepare a proposal, the Proposal Build works as an unified tool where sales reps can decide the primary details, add the required ad products, and select the targeting criteria of the proposal.
• Create Media Proposals
  Sales reps can create an opportunity based on the request for proposal (RFP) of an advertiser or agency's advertisement campaign and then use the Proposal Builder to manage all the proposals for the campaign. On the Proposal Builder, sales reps can create and manage multiple proposals. The Proposal Builder also enables sales reps to create pitch decks for the campaign using one or more proposals.
• Create a Pitch Deck for Media Proposals
  After the proposals for an advertisement campaign are ready, sales reps can generate a pitch deck for the advertisement campaign. Sales reps can either choose to generate a pitch deck for all the proposals, for individual proposals, or a specific set of proposals.