Media Self-Service Solution

Focus on key tasks while providing advertisers with the concierge service they expect.

The Media Self-Service solution powered by Salesforce Service Cloud is an ideal solution for both large media enterprises and smaller publishers that are looking to unleash their inventory without having to increase sales staff or working hours and provide even more value to their clients. The self-service portal provides a roadmap for each stage of the media buying journey, with each phase building upon the previous as it builds in complexity.

• Step 1: Client Request and Approval Management

  Manage the direct-advertiser sales process and create a centralized location for the client experience on the self-service portal.

  This initial project includes key activities such as media plan requests, RFP and campaign brief submissions, client support, and media plan review and approval.

  Ultimately helps to improve customer satisfaction and reduce response time.

• Step 2: Post-Sales Management and Campaign Insights

  Create a complete 360-view of your customer across sales, ad operations, and client support with full visibility across sales and post-sales processes.

  Key components include campaign delivery reporting, incremental order requests, and sponsorship opportunity management via shared sponsorship calendar.

  Gives you delivery and campaign execution insights, decreased case volumes, and cross-sale opportunities between sponsorships and traditional media.

• Step 3: Empowering Clients

  Unlock the full power of the Salesforce platform, increasing revenue with self-service media buying while decreasing custom service costs.

  Key elements include ongoing campaign management, advertiser lead media plan creation, integration with billing and invoicing systems, and chatbots to aid in case deflection and resolution.

  Sets you apart by being able to connect with external stakeholders through speaking their language.