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Transforming Advertising Agency Operations with Salesforce Integration

A full-service advertising agency specializing in recruitment solutions, employer brand development, and employee communications, provides an array of services including recruitment advertising, creative services, online communications, and internal employee notices. With a strong focus on enhancing employer brands and streamlining employee communications, the agency is committed to delivering comprehensive advertising solutions that resonate with both clients and employees.


AdVendors International





Professional Services


Salesforce Sales Cloud, Salesforce Automations


The agency faced several operational challenges that hindered its efficiency and growth:

  • Manage Customer Database: The need to centralize customer data, including interactions and historical records, to provide a comprehensive view of each client.

  • Manage Projects & Requirements: Difficulty in organizing and tracking various projects and their specific requirements.

  • Assign & Manage Project Resources: Challenges in assigning the right resources to projects and ensuring optimal resource management.

  • Tracking of Upselling Efforts: Lack of a streamlined process to track and manage upselling efforts effectively.

  • Report on Company and Partners KPIs: Inefficiencies in reporting on key performance indicators (KPIs) for the company and its partners.


To address these challenges, the agency implemented a Salesforce-based solution that transformed their operations:

  • Centralized Customer Data: By consolidating customer information, interactions, and historical data into Salesforce, the agency provided its sales team with a 360-degree view of each customer. This enabled more personalized and informed interactions, fostering stronger client relationships.

  • Improved Sales Processes: The implementation automated and optimized various sales processes, including lead management, opportunity tracking, and sales forecasting. This resulted in increased efficiency, shorter sales cycles, and better collaboration among sales team members.

  • Improved Communication and Collaboration: Salesforce enhanced communication and collaboration among team members with real-time data updates, shared calendars, and collaboration tools. This improved teamwork and ensured alignment on project goals and timelines, reducing communication gaps between sales, designers, management, and finance.

  • Analytics and Reporting: The customizable dashboards and reports provided by Salesforce allowed the agency to gain insights into sales performance, trends, and areas for improvement. This enabled data-driven decision-making and strategic planning.

  • Enhanced Project Management: A custom process was created to automatically generate a project and assign it to the appropriate user when an opportunity was marked as closed-won. Additionally, a custom screen was developed to allow users to enter time spent on standard tasks and custom requirements, ensuring accurate tracking and resource management.

The Salesforce implementation transformed the agency's operations, leading to significant improvements across the board. The sales team now enjoys a streamlined process with centralized customer data, allowing for more effective client management and upselling efforts. The automated project creation and assignment have ensured that resources are optimally utilized, and the enhanced reporting capabilities have provided valuable insights into performance metrics.

As a result, the agency has seen increased efficiency, improved collaboration, and a more data-driven approach to decision-making, positioning it for continued growth and success in the competitive advertising industry.

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