Sales ADvendio Basics

App Launcher (nine coloured balls)

Lets you easily navigate through the system by clicking on the nine colours dots and typing the object you are looking for. The top of a page always displays a selection of tabs which link to objects for this application. In the example below “Sales & Order”.

Homepage

The home page displays your pending appointments and tasks, as well as a report, system information and Chatter posts.

Global Search

In order to search for a certain object simply use the search box in the header area. You can use search wildcards by adding “*” to your search term. On the search results page you can narrow your search by object type.

Recent Items/Records

Displays the records/Items which you have used the last, allowing you to quickly access them again. 

Today’s Events

Displays today's appointments and let’s you open the calendar.

My Tasks

Using the selection list, you can choose which tasks you like to see (Overdue, Today, all open, etc.). 

Sales Reports

By clicking on the graphics you can go directly to the corresponding report. This chart is not automatically updated; to update the chart, click the “Refresh” icon.

System Information

Updates you about system refreshes, performance issues and other important technical facts.

Accounts

Displays all relevant information about a company. When creating a new account the name and all financial information should be completed as these are displayed on the quote. The type of account (client, agency, competitor, etc.) is defined by the Account Record Type. 

Next to the details you will find related tab containing all the objects which belong to this account (contacts, activities, media campaigns, etc.). In order to have peoples names displayed on any pdf document, these contacts must exist linked to an account. This can be done via the “New” button in the “Contacts” related list.

Make sure to enter the AC values (print and digital) for all Agencies.

Contacts

Displays all relevant information about a person, your contact. When creating a new contact, the name, telephone and email fields should be completed as these are displayed on the quote. Make sure to always pick the company account the contact is working for.

Click on the magnifying glass icon to search for available accounts. Next to the details you will find related tab containing all the objects which belong to the contact (activities, media campaigns, etc.).

Media Campaigns

Media campaigns are your quotes and orders. Create a media campaign in the very early stage of the sales cycle in order to properly document your sales pipeline. The details of Media campaigns are divided into the following sections:

• Master data: all order data such as campaign period, campaign name, end date, probabilities, etc.

• Amount and finance information: discounts, sales, payment intervals etc.

• Related: campaign items, activities, contacts, etc.

Important Buttons

• Contact wizard: to always select a role for all campaign contacts or the contact will not be displayed in the quote (see below). 

• Quote: This button takes you to the preview of the quote from which a PDF can be generated.

• Net Calculator: Can be used to simplify the calculation of the special discount per item.

• Booking Calendar: Shows the availability of exclusive items (most important for print)

The following buttons work only on campaign items and are displayed in the related tab “Campaign Items” if you view all:

• Add/Change Items: Opens the Media Search and Campaign Builder 

• Check Availability: See whether your product is available (for exclusive print and digital)

• Submit to AdServer and 

• update the clicks/impressions delivered.

Reports & Dashboards

Reports can summarise and analyse all data stored in Salesforce and ADvendio. This includes both simple account lists as well as complex sales and product evaluations.

The necessary reports are made available centrally and organized in folders. 

Every report that is created can be exported as an excel file, making it easy to use the data outside of ADvendio.

Your administrator can create different dashboards to visualize the data clearly and descriptively in charts.

Media Search and Media Basket

Lets you search your inventory and select the products which you like to sell. Enter you search criteria like site (which advertising medium like website or magazine) or Adtype (i.e. full page or top banner) or simply enter a search term. 

Next select the appropriate items or package by checking the box(es). Then add to basket and repeat. Use the pagination if more than 10 results or limit your search further. 

When done click the button Start Campaign Builder to adjust quantity and 

Campaign Builder

When you click on the start campaign builder in your media basket or change item in your media campaign the campaign builder opens and lets you edit your line items in one view. 

It will display the following tabs depending whether you sell print or digital products:

• Period: Enter your run time here or select one or more publication dates

• Pricing: Change quantity, discounts or AE and view your gross and net values (see Discount Calculation below). 

     Also find the following Targeting options: Frequency Capping, Time Targeting,
    Browser/ Device Targeting, Geo Targeting, KeyValues, Content (also for RON)

Discount Calculation

Commitments 

Track and manage your annual customer agreements where you can store the turnover discount as well as flat rates for certain products as conditions. They automatically get added to your media campaigns and the total acquired revenue per contract is calculated.

Make sure have your commitment approved and activated before using it in Media Campaigns.

Invoicing Requirements

In order to have your media campaign invoiced make sure the following fields are filled:

• Stage = Booked 

• Debtor

• Bill me is checked

• Payment Interval/Start/Due Date are set

• Invoice Email is filled

• Terms of Payment is selected.

Additionally make sure that you have entered all relevant campaign contacts into the related list using the Contact Wizard.

Contact Wizard

To open the contact wizard click the button on the top of you media campaign. Make sure that you have selected the Advertiser, Agency, and Debtor beforehand.

The wizard will show you all employees linked to the companies selected. You have the option to address offer and invoice to either the “company” or a person working for that company. Make sure to always have at least one option selected and that the referenced contact records have valid data. 

Open the booking calendar by using the tab or button on the top of you media campaign. Here you can select a chart type for digital and print and view whether your exclusive products are already sold or reserved by anyone in the company. Also filter by

• From (Date) and Until (Date) which are pre set in your chart. Or alternatively use the

• Date Range to define a time frame and automatically calculate your Until (Date). Select the

• Time Columns, 

• Media Campaign: Enter a Media Campaign to add products directly to the basket using the button Add to basket.