SHIFT MEDIA

AD SALES SOLUTION

Powered by Salesforce Media Cloud®

The Shift Media Ad Sales Solution Powered by Salesforce Media Cloud is designed to get your business up and running on Salesforce faster. Built on Salesforce Media Cloud’s media-rich data model foundation, our pre-built configurable package accelerates your time to value with centralized ad sales, campaign execution, and reporting designed specifically for broadcast, print, digital, and more.

The media industry is evolving and the Shift Media Ad Sales Solution provides your business with a scalable media-rich foundation so you can focus on what matters most – your customers.

BENEFITS

Relationship Manager Benefits Icon

Easily view and manage agency, advertiser, and brand relationships from a single location.

Revenue Projections Benefits Icon

Track revenue projections, upfront commitments and early-stage opportunities to provide your team with the visibility to understand how your business is trending.

Post Sales Workflow Benefits Icon

Seamlessly transition from sales to campaign execution with best-in-class media processes using configurable flags, triggers, and approvals to ensure successful campaign execution across print, digital, broadcast, and more.

Dashboards & Reports Benefits Icon

Start off right with our curated and configurable collection of media specific dashboards and reports for transparency and insight at every level of your business from day one.

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SHIFT MEDIA AD SALES SOLUTION
ACCELERATOR COMPONENTS

RELATIONSHIP MANAGER

RELATIONSHIP
MANAGER

The Media Relationship Manager enables your team to better manage every complex agency, advertiser, and brand relationship in one easy to use component.

  • The ability to configure and define the relationship types the way you want
  • Easily define which agency is the agency of record and understand key contacts
  • Gain insight into complex relationships to understand key contacts by agency, advertiser, and brand.

PROJECTIONS TOOL

Save time and gain insight into your high-level revenue forecasts earlier for upfronts, scatter, and more on early stage opportunities without the need to input vast amounts media plan details.

  • Quickly identify early stage spend projections by advertiser and agency
  • View projected revenue by the categories you sell (i.e. broadcast vs. digital vs. print)
  • View high-level forecasts earlier with insight into configurable categories of spend and expected dates of delivery

PROJECTIONS TOOL

PRICING TOOLKIT

PRICING TOOLKIT

The Pricing Toolkit enables your team to quickly and easily add your products to any Salesforce opportunity. The Pricing Toolkit includes unique attributes for every product to ensure each line item price is automatically calculated using the real-time media calculator.

  • Ability to manage and sell multiple media types the way you want
  • Sell across broadcast, digital, print and more with custom attributes and rate cards for every product you sell
  • Quickly produce detailed media plan summaries by product, flight dates, and other key reporting values.

REVENUE SCHEDULER

Automatically schedule the revenue for every opportunity based on how your business sells and delivers campaigns across multiple product lines. From broadcast to digital and print, our revenue scheduler will give your teams the ability to forecast everything from a single platform.

Whether you need revenue aggregated monthly based on daily prorated values or evenly distributed across calendar quarters, our MRS empowers you with a real-time view of revenue and allows you to compare your revenue forecasts with your actuals.

REVENUE SCHEDULER

REVENUE SCHEDULER WITH SPLITS

REVENUE SCHEDULER WITH SPLITS

Take your revenue scheduling to the next level with revenue splits across your sales team to ensure the right people get recognized for their sales efforts. Media sales can be complicated, but whether a sales involves one, two, or ten team members, our MRSS will keep your teams tracking towards their budgets with 100% accuracy.

BUDGET MANAGER

Track and manage budgets for your entire business from a single dashboard. Quickly review a seller, manager or team’s current pacing against budgets and identify potential gaps so your team can focus on what drives revenue for your business.

  • Supports complex budget models that can be configured for your needs (i.e. budgets by advertiser/agency relationship)
  • View & manage budgets by individual seller, team, department, client, product or your entire business
  • Gain insight into upfront and scatter pacing by product category or other key values
  • Automatically connects your scheduled revenue to associated budgets
  • Flexibility to support different budget models as your business grows

BUDGET MANAGER

POST SALES MANAGER

POST SALES MANAGER

Seamlessly transition from sales to execution with built-in Salesforce processes configured by media type. Ensure the proper steps are followed with flags, triggers, and approvals designed to ensure what gets sold is delivered correctly every time across linear, digital and print products from a single platform.

  • Automate and streamline workflows across media types including creative approvals, material due dates, digital tags delivery, and more
  • Streamline and automate the transition from closed-won into campaign execution configurable to the media types you offer
  • Gain visibility into every record to ensure proper steps are taken to execute every campaign, across every channel

DASHBOARDS & REPORTS

Each accelerators comes with a curated and configurable collection of media specific dashboards and reports, including:

  • Weighted Scheduled Pipeline
  • Booked vs. Delivered Revenue
  • Detailed budget pacing
  • Revenue splits by opportunity and seller
  • Revenue roll-ups by advertiser, agency, and brand

DASHBOARDS & REPORTS

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