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| Role / Persona | Process step / Use Case | ADvendio feature |
|---|---|---|
Product Manager | Defines Products and Prices in an easy / fast way. | AdSpecs and Rate Manager, Inventory & Rates Manager, Package Manager, Salesforce Standard Layout |
| Product Manager | Defines set rules for applicable discounts or additional surcharges based on established business rules | Dynamic Pricing |
| Product Manager | Creates Publication Dates and Series for Publication Dates, assigns Events to Publication dates, assigns Invoice Date, Material Due Date, Revenue Recognition and Reservation Date. | Publication Date Wizard, Salesforce Standard Layout |
| Product Manager | Aggregates Prices to a Rate Card, sets validity for a rate Card and / or Prices. | AdSpecs and Rate Manager, Inventory & Rates Manager, Salesforce Standard Layout |
| Product Manager | Imports Building blocks from Adserver and assigns this to Products. | AdSpecs and Rate Manager, Inventory & Rates Manager, Salesforce Standard Layout |
| Product Manager | Defines Availability for Sponsorships and exclusive Products. | Salesforce Standard Layout |
| Sales Manager | Defines Sales Goals for Advertising Medium, Advertiser, Agency, Time Frame. Measures fulfilment per Sales Rep. | Sales Goals and Revenue split by Team Member |
Sales Rep | Creates Proposals, Quotes, checks availability before sends out a proposal by email to a Lead / Customer. | Booking Calendar, Media Configuration, Packages, PDF creation, Check Availability, Exclusivity Check, Recommendations |
| Process Manager | Defines Order fulfilment Process. | AdManager Kanban, Feature Setting |
| Sales Rep | Defines involved roles in order, thus ensuring that the possible commissions are correctly assigned. | Team Member, Sales or Site Goals, Revenue Split |
| Order Manager | Works on orders by priority, control individual items, if necessary. Ensures high quality in order processing. | AdManager Kanban |
| Order Manager | Submits relevant Items to an Adserver, avoid double workload and double data entry in many systems by just clicking a button. | Adserver Gateway for AppNexus, SMART, One by AOL (Adtech), Google Ad Manager (DFP), FreeWheel, AdsWizz, Targeting Options |
| Sales Rep | Creates a programmatic proposal in ADvendio and submits this to an Exchange. | Google's Ad Exchange connection |
| Order Manager | Receives by automatic import, the job delivery Data from an Adserver to ensure the baseline data for invoicing and customer reporting. Creates reports for campaign fulfilment. | Delivery Data, Revenue Schedule/ Revenue Schedule Daily |
| Clerk | Create flexible payment plans for invoicing of items outside of usual invoicing conditions. | Flexible Payment Plan |
| Clerk | Generates invoices quickly and easily for all billing-relevant orders, with debtor related terms of payment for different Legal Entities. | PreInvoice Wizard, Invoice Wizard, Billing Run |
| Clerk | Creates credit notes and cancellations quickly and easily for all billing related orders. | Cancellation Wizard |
| Clerk / Accountant | Creates Accounting Records quickly and easily per Legal Entity. | Accounting Interfaces |
| Order Manager | Meets change requests during the runtime of an application. Documents every change revision proof. Transmits all relevant changes to surrounding systems (ad server, Flat planning / Pagination systems) | Commercial Optimizer |
| Clerk | Provides the content owner billing / Publisher Payout for the marketing of external inventories with a few clicks. | Publisher Payout |
| Sales Rep | Hold all relevant information for a yearly agreement in ADvendio. Assign Order/ Offers to a Commitment. See by one click all degrees of fulfilment. | Commitment |
| Sales Rep | Define by Advertiser and Agency their discount per time fame. | Advertiser/ Agency Relation - Discounts / Amount calculation |
| Order Manager | Label a Campaign Item for an Advertising Brand or Product to ensure compatible reporting and Industry exclusion. | Advertising Brand / Product |
| Sales Rep | Write the course of a customer/agency conversation down. | Visit Reports |
| Sales Rep | Capture Visit Reports and follow-ups sorted by Sales Rep. | Visit Reports |
| Sales Rep | Select customers for transmission of advertising mails. | |
| Sales Management | Monitor daily reports for conversions, Visit reports and other KPI's. | |
| Order Manager | Transmit Ad/placement information to flat Planning solutions. | Interface to Journal Designer o.e. |
| Creative Director | Creates Ad Material, Creatives, Artwork according to the customer's preferences to achieve maximum advertising impact | Advertising Material Management |
| Clerk | Store information about the recipients who requested free copies/voucher copies. | Copy Shippings |
| Clerk | Settle up of internal commissions | |
| Clerk | Settle up of external commissions. | |
| Order Manager | Fulfil Cross-Media Campaigns | |
| Sales Rep | Create Cross-Media Proposals | |
| Admin | Customize the PDFs to fit your user's needs. | |
| Clerk | Settle up of external revenue shares | |
| Sales Rep | Steer document sharing and which external Contact fulfils which role within the Campaign. | Contact Wizard |
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Preferred deals / programmatic guaranteed
Process Flow - Agency / Media Buying
