Media Plan CRM Sync

Connect any media plan to any CRM

"The biggest frustration of sales reps is updating a CRM"

Each media type presents media plans (or schedules) to agencies and brands using a different template. And each media publisher has unique inventory management systems and different CRMs to manage opportunities that usually aren't connected to the planning experience. Excel is still the prominent way of presenting media plans by media sales reps!


It takes at least 10 minutes per opportunity to update a CRM. Especially if the business requires opportunity forecasting by product and month.


Imagine if your sales reps got that time back!

"The biggest frustration of sales reps is updating a CRM"

Each media type presents media plans (or schedules) to agencies and brands using a different template. And each media publisher has unique inventory management systems and different CRMs to manage opportunities that usually aren't connected to the planning experience. Excel is still the prominent way of presenting media plans by media sales reps!



It takes at least 10 minutes per opportunity to update a CRM. Especially if the business requires opportunity forecasting by product and month.



Imagine if your sales reps got that time back!

Step 1: Media sales reps plan using your existing media schedule template

Step 2: Press "Sync" in the Advvy Excel Addin                                                 Step 3: Automatically populate your CRM with all the details.

Step 1: Media sales reps plan using your existing media schedule template


Step 2: Press "Sync" in the Advvy Excel Addin   

Step 3: Automatically populate your CRM with all the details.

Less time updating CRM + more time selling

=

More revenue for your business and happier sales reps!

Benefits

Any Template

Advvy works with any Excel template. Multiple templates for each media type or team could even be used

Any CRM

Advvy can create a process to integrate with any CRM.

Multiple Currency

Local sales reps plan in their currency, and automatically converted to the base currency.

Save sales reps from relentless CRM admin and close more deals.

Advvy can help you sales teams be more efficient and give them back valuable time chasing more opportunities.

We want to hear from you

Send us your details and we’ll get back to you to schedule a time to talk.