WE OFFER SOLUTIONS
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
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
Inventory Management Application
Campaign Management Application
Commercial Production Application
Data Management Application
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
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.
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
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.
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