1.0 Persona, Processes, and Features
- 1 Persona / Role - Department
- 1.1.1 Sales Rep - Sales
- 1.1.2 Sales Management - Sales
- 1.1.3 Product Manager - Product Manager / Sales Support / Marketing
- 1.1.4 Order Manager - Fulfilment
- 1.1.5 Finance Manager / Billing Clerk - Billing / Accounting
- 1.1.6 Accountant / Bookkeeper - Accounting
- 1.1.7 Creative Director / Creative Solutions
- 1.2 Process Step and ADvendio's supporting Feature
- 1.3 Process Flow - Direct Sales
- 1.4 Process Flow - Programmatic / Open auction / Preferred Deals / Programmatic Guaranteed
Here you can find a simple high-level overview of 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, works to reach his sales goals and is the first contact for your customers. Is responsible for direct Sales and Programmatic Sales.
Sales Management - Sales
Measures all sales-relevant KPIs and steers Sales Teams. Uses approval Workflow for special conditions, and 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 items will be delivered in time and to the highest quality for the 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 real-time 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 wizards within ADvendio.
Accountant / Bookkeeper - Accounting
Responsible for Accounting and Bookkeeping. Receives in real time 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, and 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 | |
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. | |
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. | |
Sales Manager | Defines Sales Goals for Advertising Medium, Advertiser, Agency, Time Frame. Measures fulfilment per Sales Rep. | |
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. | |
Sales Rep | Defines involved roles in order, thus ensuring that the possible commissions are correctly assigned. | |
Order Manager | Works on orders by priority, control individual items, if necessary. Ensures high quality in order processing. | |
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 Xandr, Equativ, Google Ad Manager (GAM), FreeWheel, AdsWizz, Targeting Options |
Sales Rep | Creates a programmatic proposal in ADvendio and submits this to an Exchange. | |
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. | |
Clerk | Create flexible payment plans for invoicing of items outside of usual invoicing conditions. | |
Clerk | Generates invoices quickly and easily for all billing-relevant orders, with debtor related terms of payment for different Legal Entities. | |
Clerk | Creates credit notes and cancellations quickly and easily for all billing related orders. | |
Clerk / Accountant | Creates Accounting Records quickly and easily per Legal Entity. | |
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) | |
Clerk | Provides the content owner billing / Publisher Payout for the marketing of external inventories with a few clicks. | |
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. | |
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. | |
Sales Rep | Write the course of a customer/agency conversation down. | |
Sales Rep | Capture Visit Reports and follow-ups sorted by Sales Rep. | |
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 | |
Clerk | Store information about the recipients who requested free copies/voucher copies. | |
Clerk | Settle up of internal commissions | Media Campaigns, Campaign Items, Team Members, Campaign Item Revenue Split, Sales Goals |
Clerk | Settle up of external commissions. | |
Order Manager | Fulfil Cross-Media Campaigns | Exclusivity Check, Booking Calendar, AdServer Gateway, Flat Planning Solutions |
Sales Rep | Create Cross-Media Proposals | Exclusivity Check, Booking Calendar, Media Configuration, Campaign Items, Media Search |
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. |
Process Flow - Direct Sales
Process Flow - Programmatic / Open auction / Preferred Deals / Programmatic Guaranteed
Open auction
