CRM

CRM for Publishers – Agency & Advertiser Management

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How publishers can efficiently manage their accounts and contacts with our CRM solution

Maximize the effectiveness of your customer interactions with ADvendio by organizing advertisers and agencies with a 360° view. Get a complete picture of your clients with everything you need in one place. Our publisher CRM software allows you to work with a better business perspective.

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Using ADvendio CRM features, publishers can optimize the way they interact with their ad sales customers

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Account and Contact Management

Our ADvendio CRM software allows you to store all important information about your customers, assign multiple contacts to an account, and even use hierarchies and primary contacts to accurately mirror your relationships.

Advertiser and Agency Relationships

Advertiser and Agency Relationships

The relationship triangle between publisher, advertiser and agency is supported within the account structure. With the ADvendio CRM solution, publishers can monitor which business has been generated by which agency and advertiser.

Activity Tracking and History

Activity Tracking and History

Activities include tasks, calendar events, and requested meetings. You can define and track activities for a variety of projects, including media campaigns and accounts.

Visit Reports

Visit Reports

Easily create minutes of your events: enter everything you’ve talked about, the meeting’s objectives, and next steps. Quickly select recipients and send the visit report by email from within ADvendio.

Blacklists

Blacklists

Exclude sites and placements of your portfolio for certain accounts. As a result, the blocked items will not be displayed in the media search when you plan a media campaign for this particular account.

Account Revenues

Account Revenues

ADvendio displays detailed past, present and future revenue information on your accounts. The income is calculated automatically depending on the account’s media campaigns.

Integrated Calendar for Events and Tasks

Integrated Calendar for Events and Tasks

To enable your team to work together more productively and ensure they are always up to date on the latest activities of your customers, ADvendio includes a calendar and task management feature with automated alerts.

Competitor Tracking

Competitor Tracking

Competitor management allows to you to easily track the competition for each media campaign and to describe the strengths and weaknesses of individual competitors.

Using a tailored CRM solution

The ADvendio Customer Relationship Management solution combines business processes, people, and technology to achieve a perfect 360° view of your clients. Good CRM ensures that you continue contact with customers and do not let them be forgotten or ignored.

Professional agency and advertiser management is the basis for winning and keeping clients. It’s easy to think you’re saving money by not implementing a CRM system and relying on the power of Microsoft Outlook and Excel instead. ADvendio’s built-in CRM module quickly solves this problem.

Not using a proper CRM solution can have a deep negative impact. For example, a salesperson leaves your company and takes all their knowledge with them. We want to help you drive your sales and customer management to the next level: that’s why we’ve designed an end-to-end advertising management software program with a robust CRM solution just for you. Get a complete picture of your business with ADvendio.

customer visibility and transparency

Get 360° customer visibility and transparency

ADvendio’s sales CRM software helps you build a secure profile of your client base and lessen the risks of knowledge loss if someone leaves your company. You get a complete picture of your agencies, advertisers, publishers, and partners. You can manage all your business relationships within one system, benefit from fantastic reporting tools, and see at a glance what’s been going on with every single customer.

ADvendio CRM solution: boost service quality and customer satisfaction

Stop wasting time searching for information and data. The ADvendio search function scans all your accounts and contacts in one fell swoop, giving you immediate access to the data you’re looking for. Got a customer asking about their proposal, order, or invoice? Just type part of their name and immediately find the document you are looking for with our heavyweight search tool.

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powerful CRM solution

Stay tuned on all activities with the powerful CRM solution

Collaborate using shared calendars that you can link to external calendars (e.g. Google Calendar), assign tasks and events to the relevant contact, use visit reports to record the minutes of meetings, and structure your tasks with activity views, due dates, reminders, and email alerts. Activity reports and dashboards within the ADvendio CRM solution allow you to supervise your sales team and easily send out mass customer emails.