Salesforce CPQ & Communities Automate Ad Campaign Creation
Services: Content Streaming
The client is an entertainment content streaming service that needed to automate large-volume advertising campaign creation.
- The client’s advertisers and ad agency customers request a large volume of low-revenue ad campaigns on a regular basis, and the process for building a campaign in Salesforce and the related systems necessary to support a campaign was a highly manual process that slowed down sales cycles and was prone to error.
- The bulk of the campaign configuration fell to the client’s services team that had minimal capacity to handle the amount of deals that needed to be built in the system.
ATG SOLUTIONS & TOOLS
- Implementation Services: ATG and the client enabled a native integration between Salesforce CPQ and Salesforce Communities to “automate the seller” and allow advertisers and ad agencies to build their own campaigns within Salesforce.
- Implementation Services: Using a framework and model developed by ATG specifically for advertising companies, the client and ATG worked in tandem to provide an easy-to-use interface to simplify the complex process of campaign targeting and analysis.
- Implementation Services: A framework of automated calculations developed by both the client and ATG allowed customers to see in real-time before purchase the effectiveness of their campaigns based on the selected demographic and geographic factors.
- Advisory Services: ATG supplied expertise surrounding CPQ and helped client resources develop a customized network of VisualForce pages that provided a seamless, logical and accurate ﬂow from quote to order for customers to move through the system.
RESULTS & IMPACTS
- Campaign creation was successfully automated and deployed leveraging the CPQ and Communities integration along with the custom frameworks built by the client and ATG.
- Advertisers and ad agencies now conﬁgure their own campaigns that bring revenue into the client without the need for manual processing by Sales and Client Services resources.
- The client services and sales teams have the ability to prioritize their time toward campaigns which require higher levels of engagement and communication between businesses.
"Working with ATG was a collaborative effort that set us up for success and self-sufficiency. Their expertise laid the foundation for an effective implementation that helped streamline a challenging aspect of our business."
- Client Stakeholder