Advertising sales process
Opportunity and proposal flows built for media selling: packages, flights, revisions, and approvals that match how IOs actually change.
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Salesforce Media Cloud
Inventory moves fast. Your CRM still thinks in opportunities.
Media businesses sell attention: advertising, sponsorships, subscriptions, and audience relationships that don't fit a generic B2B CRM. Media Cloud is meant to connect inventory, campaigns, and customer relationships. We implement it so ad sales, audience data, and service share one Salesforce backbone instead of a stack of side systems.
Fixed fee. A contractual floor of finished work every month, with a refund behind it. First production release in week one.
Sound familiar?
The campaign launched. Revenue ops is still reconciling.
Ad sales lives outside Salesforce.
Proposals, IO revisions, and make-goods are email threads with attachments.
Audience data is siloed.
Subscriber, streamer, and advertiser views never resolve to one relationship.
Trafficking and CRM don't speak.
Delivery status is a screenshot from another tool.
Agency relationships are tribal.
Holding company hierarchies and buying groups aren't modeled, so reporting lies.
Subscription and advertising teams ignore each other.
The same consumer is a subscriber in one system and an impression in another.
The build
Media revenue workflows that share a customer record.
Agency & advertiser model
Account hierarchies for agencies, holding companies, and brands that make rollup reporting honest.
Inventory & packaging hooks
Integration patterns to inventory and trafficking systems so CRM isn't inventing availability.
Audience & identity
Subscriber and audience identity patterns, often with Data Cloud, so personalization and ad sales share truth. Data Cloud →
Marketing & engagement
Consumer journeys for subscribers and registrants connected to the same profiles. Marketing Cloud →
Commerce & subscriptions
When direct subscriptions matter, Commerce patterns wired to CRM. Commerce Cloud →
Service for subscribers & advertisers
Care consoles that see entitlements, billing issues, and campaign context. Service Cloud →
Revenue reporting
Pipeline, paced revenue, and agency performance dashboards finance will open.
Experience Cloud for partners
Agency or affiliate portals when self-service reduces the email pile. Experience Cloud →
Governance & documentation
Change control for rate card and package changes, with automatic documentation.
Month one
While the SI catalogs every placement type, one sales path ships.
- Week 1
Embedded & mapped.
DAISA maps IO friction and agency hierarchy gaps. Priorities set with ad ops and sales. First CRM process fixes ship.
- Week 2
Proposal path live.
A priority package type quotable in Salesforce. Agency hierarchy cleaned for that book of business.
- Week 3
Audience and care hooks.
Identity or service visibility improvements land. Documentation automatic.
- Week 4
Executive review.
Written report of everything shipped and a 90-day media revenue roadmap.
The guarantee
The only Media Cloud engagement with a refund behind it.
You tell us the results you need: proposal cycle time, IO revision accuracy, agency hierarchy coverage, subscriber-care lookup time. We value each one together and write a monthly floor of finished results into the contract.
A floor, not an estimate.
In the contract before we start.
Cash if we miss.
Same percentage of fees back that we missed by. Cash, not credits.
No change orders. Ever.
New priority moves to the front. Nothing becomes an invoice.
FAQ
Straight answers.
Before the briefing.
Is Media Cloud a separate SKU we must buy?
Product packaging changes. We'll scope against what you own today and what the media data model requires, without forcing a shelfware purchase.
Can you integrate our ad server / trafficking stack?
Yes. We define the CRM boundary clearly so Salesforce owns relationships and revenue process, not a duplicate inventory system.
How do you handle agency holding-company complexity?
Account hierarchy design and sharing rules that match how buyers actually group, tested before you trust the rollups.
Subscriptions and advertising in one org?
Often yes with careful identity and sharing design. Sometimes a hub-and-spoke org strategy is healthier; we'll say which.
What does it cost?
Launch Implementations are fixed-price scoped projects. Managed PODs run from $5k/month fractional coverage to enterprise scale. See the calculator →
Your next IO revision shouldn't live in an email chain.
Bring us a messy revision trail and the agency hierarchy behind it. We'll show you what a Media Cloud POD ships in month one and put a delivery floor on paper.