WE OFFER SOLUTIONS
Tailored For
Agencies

SOME AGENCY CLIENTS

See All

AGENCIES
YOUR JOURNEY

Our team of media experts have extensive experience building salesforce applications to manage every aspect of your agency. Whether you are a boutique shop, or a large, international agency, our team can take you through your personalized Salesforce journey to show you how you can get the highest return on your Salesforce investment.

SOME OF OUR
AGENCY 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

Commercial Production Application

Commercial Production Application

Data Management Application

Data Management Application

GMR Logo

GMR Case Study

“The new system is helping us to gain visibility across all of our teams. It’s great to have that foresight of an opportunity that’s coming down the pipeline.”

– Megan Gavin, Business Development Manager, GMR

Download Case Study
Sales Management

PHASE 1
SALES
MANAGEMENT

Get more from your sales team with process automation and transparency from pitch, to closed-won business, and beyond. Empower your teams with the insights and information they need to cross-sell and upsell clients at the right time. Let our experts do the hard work so your teams can focus on growing your business.

  • Simplify the sales & onboarding processes to ensure you never miss a step.
  • Manage RFPs, pitches, and approvals with centralized information for every team.
  • Take planning and reporting to the next level with custom dashboards.

PHASE 2
COLLABORATION

Simplify the transition from sales to the creative teams with sightlines into your sales pipeline, campaign progress and more. Let our team of media experts give your team the customer 360-degree view for collaboration at every stage from one platform.

 

  • Streamline & automate your unique workflows to better manage every client project.
  • Plan, manage, and pace every campaign budget your way without manual data entry.
  • Manage all of your clients’ campaign assets for a simplified media buying experience.
  • End-to-end transparency with integrations into any finance or order management system
Ad Operations
Finance

PHASE 3
EMPOWER CLIENTS
& PARTNERS

Take client and partner engagements to the next level with custom-built applications to delight your clients, partners, and more with the content, information and support they need.

  • Empower employees with access to the information they need anytime and anywhere.
  • Enhance your team’s collaboration with partners and resellers in a branded experience.
  • Take customer engagements beyond the platform with personalized marketing journeys for every customer.

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

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
  • This field is for validation purposes and should be left unchanged.