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Salesforce for Ad Sales

Fill in the gaps and drive more sales with Salesforce’s predictive insights for media

Keep Up with the Everyday Changes in the Media Industry

Anyone that works in the ad sales industry knows just how important it is to stay in the know. Unfortunately, key data is often siloed or outdated. How do you see if you’re on pace to meet internal goals and upfront commitments? Do you have the data analytics and actionable insights to support significant findings like at-risk relationships? Salesforce for ad sales can shed light on the key insights you need to increase efficiency, collaborate effectively, and maximize ROI.

Benefits of Salesforce for Ad Sales

AEs, advertisers, agencies… There are a lot of stakeholders in need of high-quality insights, accurate forecasting, and ways of keeping relationships on track.

Ad Sales Insights

AEs need insight into advertiser and agency sales goals, while considering sales team splits for advertisers and buying and planning agency relationships.

Whether you sell upfronts, scatter market, or both, understand booking comparisons YoY and advertiser spend comparisons.

Maximize ROI on Impressions

With visibility into key campaign execution and performance, Ad Operations can effectively optimize campaign performance based on pacing insights. Improve collaboration with Account Executives with visibility to underperformance and potentially make good situations.

Mitigate Advertiser/Agency Diminishment & Churn

Proactively manage advertiser and agency relationship risk and get ahead of potential spend diminishment. Provide your account teams with visibility into buying patterns and other relationship health insights such as CSAT, make-goods and under-delivery, and overall client touchpoints.

Improve Collaboration & Campaign Execution Efficiencies

From RFP to a live campaign, improve visibility and collaboration across all stakeholders. Streamline access to campaign objectives and KPIs, as well as the quoting process across media buys with a single product/price catalog for quoting. Manage operations and client approvals to successfully launch and manage campaigns.

Revenue Yield Management Forecasting

Insight into forecasted revenue based on when placements will be active, bookings, upfronts, campaign performance, make goods, and past buying patterns. Enable revenue yield management to maximize fill rate and price by forecasting demand across channels: direct sales, programmatic direct (private marketplace), and programmatic indirect (open exchange bidding).

Watch: Predictive Analytics for Media Sellers — Maximizing Sales Performance

Find out how media sellers are using Salesforce analytics and AI to optimize the KPIs/metrics driving their business.

Our Partners Focused On Ad Sales

certified salesforce consultant

Salesforce Sales Cloud helps your ad sales teams dig into key advertiser/agency data, surface actionable insights, and maximize ROI.​

As Salesforce platform consulting and technical experts, we combine CRM strategy, ad sales expertise, and extensive Tableau implementation expertise to drive results on the Tableau platform.

mulesoft partner and consultant

It’s a clear goal: Unlock key data insights and manage your relationships with a 360 view and experience within Salesforce — with time-saving efficiencies provided by MuleSoft, the #1 integration and API platform.​

Unlock the potential of Snowflake's Data Cloud with meaningful analytics and AI that drive ad sales teams forward.

Do More Than Just Manage With Salesforce

Through Elevate, our Salesforce managed services offering, we help companies like yours get more value out of the Salesforce platform and related technologies.

How Can Elevate Help My Organization?

  • Ongoing assistance to monitor and evaluate the effectiveness of your solution.
  • Fine-tuned solutions to accommodate changes to your business and data.
  • Enhancement and expansion of your solution with additional capabilities.
  • Access to specialized skill sets, such as Tableau, CRM Analytics, Salesforce, business analysis, data science, and more.

Ready To Talk?

Let us help you get started with Salesforce for ad sales.