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Familiarize yourself with how your company's clients such as advertisers and agencies are represented in Advertising Sales Management. Understand how to relate agencies and advertisers, manage points of contact for advertisers and agencies, and map ad servers to advertisers and agencies.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced |
| Business Scenario | Example | Action |
|---|---|---|
| A publisher wants to add information about all the advertisers and agencies that it services. | Gotham Media serves advertisements on its media properties for advertisers and their hired media agencies. | Create Account records for each advertiser and agency that you company works with. |
| A publisher wants to create a hierarchy between an advertiser and all its brand. | Gotham Media serves advertisements on its media properties for multiple brand of an advertiser. | Create Account records for each brand of the advertiser and associate the brand accounts with the parent account that represents the advertiser. |
| The sales team of a publisher wants to relate agencies with the advertisers that the agencies work on behalf of. | Gotham Media engages with agencies that work on behalf of advertisers and the sales team at Gotham Media wants to map agencies to the advertisers they work on behalf of. |
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| The sales team of a publisher wants to add information about the advertiser and agency points of contact that they engage with. | Gotham Media engages with media buyers of advertisers and agencies during sales and post-sales cycles. | Create a Contact record for each advertiser or agency contact that your company engages with and associate the contacts with their respective accounts. |
| A publisher wants to map advertisers and agencies with the external ad server instances that serve their advertisements on the publisher's media properties. | Gotham Media uses multiple external ad serve instances to serve advertisements on its media properties and each ad server instance is dedicated to serve ads for a specific set of advertisers and agencies. | Create Ad Server Account records to map external ad server instances with the advertisers or agencies that the ad server serves ads for. |
| A publisher wants to list the contacts of advertisers and agencies who have access to the publisher's external ad server instances. | Gotham Media has provided a few contacts of the advertisers and agencies access to view orders and analytics on its ad server instances. | Create Ad Server Account Contact records to map contacts with their respective ad server accounts. |
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