These features automate your sales workflow!

Whether it’s account, inventory or media campaign management, the fall release features create success throughout the whole online advertising sales process. Check out how automatic approval processes, rate manager or net calculator lift your ad sales efficiency to a new level.

Intuitive account management: Net Revenue  – Now you can not only display gross turnovers but net and agency turnovers as well. The perfect connection between CRM and order management helps you to always stay ahead of your customer performance.

Automated approval processes

– Create an efficient approval process for your proposals. Within you can quickly generate any needed business process. Via email notification or Chatter feeds approvals are granted in real-time. And with flexible approval processes for e.g. discounts or revenues you always keep control.

Now you can e.g. create an approval process which ensures that sales managers can only send out proposals which have been approved by their team leader. Otherwise a ‘draft’ watermark will be displayed on the proposal (PDF). This automation simplifies work for your whole sales team and prevents mistakes. This video shows a sample proposal workflow.

Create and mass update rates quickly: Rate Manager – The rate manager helps you to keep your inventory database up to date easily. With a few clicks you can create a new rate for all ad specs which meet your entered criteria. This video shows you how to use the rate manager.

Easy proposal calculation: Net calculator for CPC ad specs – Calculate CPC campaign items quickly. With the help of the click rate the system automatically determines guaranteed impressions. When saving your settings, your entered and calculated values are automatically updated in the media campaign. This video shows the net calculator’s handy functionality.