Here you can find a simple high-level overview for typically involved Persons/ Roles that are involved when using ADvendio. Also, there is a more detailed list of process steps and their supporting features/ functions in ADvendio.
Persona / Role - Department
Sales Rep - Sales
Takes care of customer relations. Creates proposals, working to reach his sales goals, is the first contact for your customers. Is responsible for direct Sales and Programmatic Sales.
Sales Management - Sales
Measures all sales relevant KPIs steers Sales Teams. Uses approval Workflows for special conditions, exceptions.
Product Manager - Product Manager / Sales Support / Marketing
Defines Products and their prices. Provides all relevant information about the products for Sales and Order Management.
Order Manager - Fulfilment
Ensures that all order line item will be delivered in time and to the highest quality for best customer satisfaction. Uses AdServer Interface to submit from ADvendio all the relevant information in just some clicks, uses interfaces to print fulfilment solutions to reach this goal. Receives from AdServer in realtime delivery Data e.g. VAST completions rates, Clicks, Impressions, Conversions, unique users etc.
Finance Manager / Billing Clerk - Billing / Accounting
Responsible for Invoicing. Create Invoices for all relevant Orders and their line item right in time with just some clicks to ensure a very short time between order fulfilment and invoicing. Can create Cancellations and credit notes with some comfortable wizard within ADvendio.
Accountant / Bookkeeper - Accounting
Responsible for Accounting and Bookkeeping. Receives in realtime all relevant invoices and, as well as being able to make use of profit / accounting data (in the form of Accounting Records) from ADvendio in accounting solutions such as SAP FI/CO, Navision, Sage, quickbooks etc.
Creative Director / Creative Solutions
Creates Ad Material, Creatives, Artwork according to the customer's preferences to achieve maximum advertising impact. Using ADvendio's process functions with internal and external approval workflows.
Process Step and ADvendio's supporting Feature
In the following section, we have listed a large part of the functions in ADvendio matched to the possible process at publisher / Sales Houses in order to show more details and use.
| 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 |
Process Flow - Direct Sales
Process Flow - Programmatic / Open auction / Preferred Deals / Programmatic Guaranteed
Open auction
Preferred deals / programmatic guaranteed
