Manage Your Ad Sales Process Even Better with These Updates

DynamicsADvantage (DynAD) for CRM has  exciting new features! These updates are in addition to the standard functionality that allows our clients to manage their ad sales process effectively with Microsoft Dynamics CRM.

New product features:

  • Full sales cycle support. Advertising orders are now handled  following the sales cycle supported in CRM. They will start as opportunities and be promoted into one or several proposals or quotes and the approved proposal will become the order.
  • Changes in the opportunity form allow true opportunities to be tracked and created. The previous version of CRM for DynAD used the opportunity as the point of order entry. In the new version, the opportunity record has the same functionality and support of  the full sales cycle within the CRM process.
  • The agency/advertiser relationship functionality now  defaults to the primary agency on all transactions created for an advertiser and filters the agencies based on the relationships previously created in the system.
  • Full detail tracking is enabled on both the proposal and order object in CRM, including media ID, items and rate card details, as well as the full set of attributes setup for each media ID in the system.
  • Improvements in the creation of media attributes, defining  better rules and mapping procedures to external systems and a more intuitive navigation across the different attribute types.
  • Approval workflows are now connected to the order object for final order approval

 

By | 2018-07-06T17:50:06+00:00 January 13th, 2014|Uncategorized|0 Comments
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Contributor: Adolfo Ramirez

As AKA's Media Practice Lead for more than a decade, Adolfo is an experienced consultant and project manager with a history of successful CRM and ERP projects across media and other industries. With 17 years of experience working with the Microsoft business platform, he is responsible for leading his team in designing, building, and implementing solutions that help media companies drive value.

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