Image showing the advertising sales capabilities of a Media CRM platform
Media

Advertising Sales

Ad Sellers need to plan, execute, and measure ad campaigns across any channel to sell more and sell smarter. Optimize your advertising sales processes with AI by generating concise, accurate summaries to ensure consistency and save time.

Image displaying the business summary feature for a specific media account

Account Summary

Gain deep insights into an account's performance by tracking revenue, campaign performance, and budget allocation effortlessly. Stay updated with the latest company news, effectively monitor and leverage performance metrics, drive revenue, and tailor your strategies to optimize ad sales.

Objects Referenced
Account

Data Sources
CRM

Template Type
Record Summary

How to use
Navigate to the account page with Media Cloud and click on the account summary tab.

Availability
Coming soon*

Image displaying the oppourtunity summary feature for a specific media account

Opportunity Summary

Maximize your ad sales potential using a comprehensive overview of potential opportunities. Summarize interactions, including emails and other communications, current status, and risk assessment, and assess the sentiment of interactions to gain valuable insights into client relationships and campaign dynamics for efficient tracking and timely follow-ups.

Objects Referenced
Opportunity

Data Sources
CRM

Template Type
Record Summary

How to use
Navigate to the opportunity page with Media Cloud and click on the the account summary tab.

Availability
Coming soon*

Image displaying the competitive summary feature for a specific media account

Account Competitive Summary

Get in-depth competitive insights from third-party market reports, including information on the account's media spend and industry breakdown by media type and company. Utilize these insights to gain a comprehensive understanding of the competitive landscape, allowing for effective targeting of key accounts to increase media sales.

Objects Referenced
Account

Data Sources
CRM, Third-party Market Reports

Template Type
Flex

How to use
Navigate to the account page with Media Cloud and click on the account competitive summary tab.

Availability
Coming soon*

Image displaying the market summary feature of a media CRM platform

Market Analysis Summary

Gain valuable market insights from third-party reports to inform your ad sales strategy. Easily access information from subscribed third-party market reports to understand media spending for specific markets, advertising channels, delivery methods, and customer preferences to make informed decisions and tailor your ad sales approach based on comprehensive market data.

Objects Referenced
Territory

Data Sources
CRM, Third-party Market Reports

Template Type
Flex

How to use
Navigate to the sales console with Media Cloud and click on the market analysis summary component.

Availability
Coming soon*

Image displaying the RFP summary feature of a media CRM platform

RFP Management

Streamline the request for proposal (RFP) process by extracting key details from unstructured RFPs and campaign briefs to generate editable drafts tagged to an opportunity record for easy processing by sales representatives and transform ad sales proposals.

Objects Referenced
Opportunity

Data Sources
CRM

Template Type
Flex

How to use
Navigate to the opportunity page with Media Cloud and click on the summary tab. RFP intake will start as an action on the account page, which initiates a guided user flow allowing users to copy & paste the RFP text, triggering an opportunity creation for that account.

Availability
Coming soon*

Disclaimer: *Salesforce pre-built Al solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.

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