WE OFFER SOLUTIONS
Tailored For
AD TECH

SOME AD TECH CLIENTS

Tapad
Sharethis
Thetradedesk
Tapjoy
Intent Media
Tremor Video
See All

AD TECH
YOUR JOURNEY

Our team of media experts have broad experience designing and building applications for ad networks, DSPs, SSPs, programmatic exchanges, media trading and more. Our experts can show your team how to get the most out of your Salesforce investment with custom applications designed specifically for your unique ad tech platform.

SOME OF OUR 
AD TECH APPLICATIONS

Regardless of where you are in your journey, we can show you where you are and exactly which applications your organization needs to compete with the best.

Sales Management Application

Sales Management Application

Inventory Management Application

Inventory
Management
Application

Campaign Management Application

Campaign
Management
Application

Subscriber Management Application

Subscriber
Management
Application

Audience Data Management Application

Audience Data
Management
Application

TAPAD Case Study

“Working with Shift gave us an opportunity to learn about what other companies in the industry were doing—how they were leveraging systems like Salesforce.”

– Michael Gelberg, Director of Sales Operations

Download Case Study
tapad logo
Sales Management

PHASE 1
SALES
MANAGEMENT

 Improve your team’s visibility from the first contact to signed contracts with every client. Take advantage of our Salesforce accelerators and gain instant insight into:

  • Account management and advertiser/agency/client relationships.  
  • Sales projections with detailed pipeline schedules and velocity. 
  • Real-time sales analytics and reporting by product, account or salesperson.

PHASE 2
AD OPERATIONS

Simplify the transition from sales to the ad operations and delivery teams while ensuring all client data is seamlessly shared. Our team can automate the handoff with customized applications and built-in alarms to ensure every campaign is executed flawlessly.

  • Streamline & automate the transition from sales to delivery with automated onboarding.
  • Compare performance between booked advertising and actual revenue in real-time.
  • Enhance customer engagement with automated onboarding, support, and more.
  • Improve every 3rd party integration with direct connections to Salesforce via Mulesoft.
Ad Operations

WHAT OUR
CLIENTS HAVE TO SAY

“

"If I ask a question, Shift always has an honest answer. If another company is a better fit for the job or there’s an add-on tool that already exists that could save us money on a new build, they’re more than happy to make those suggestions."

Megan Gavin, Business Development ManagerGMR Marketing
“

We’ve now created a one-stop shop in Salesforce for all the information that flows between sales and operations. It’s the hand-of between teams that’s the core benefit.

Michael Gelberg, Director of Sales OperationsTapad
“

Shift CRM helped us leverage our data to make well-informed decisions at all levels - from executives to sellers.

Jeanette Galloway, Director of Business OperationsNew York Media
“

The process is so much more efficient. Revenue is being synced the day after the publication prints, and we’re able to get invoices out faster.

Tom D’Agostino, ControllerObserver Media
Finance

PHASE 3
FINANCE

Complete your customer 360-degree view with complete transparency from lead to revenue recognition with integrated Salesforce applications. Empower every employee with real-time access to:

  • Sales & pipeline progress with delivery status for every campaign.
  • Comprehensive analytics with actionable intelligence to maximize revenue.
  • Financial system integrations for more usable data across your organization.

Our expert Salesforce consultants and developers ensure you get the most from your Salesforce investment with direct integrations to any finance platform for improved reporting and reconciliation across your organization.

PHASE 4
BEYOND AD
SALES

Take your Salesforce investment to the next level and delight your employees, resellers, and customers with their own custom community applications.

  • Empower resellers with a branded experience for content and incentives.
  • Enhance the customer experience with an online community where they can seamlessly access the content they want.
  • Enable customers to purchase products within a dynamic eCommerce experience.
Beyond Ad Sales

SHIFT YOUR BUSINESS
GET IN TOUCH

Want to learn how you can get more from your team with Salesforce? Shift has you covered

Contact Us
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