Process Improvement, Change Management & Performance

Drive Sustainable Ad Sales Transformation with the Right Processes, and the Right Partner

Modernize operations, align teams, and measure performance improvements that actually stick.

The Strategic Challenge

Ad-sales transformation isn’t just a platform rollout. It’s the hard work of aligning people, processes, data, and incentives across Sales, Ad Ops, RevOps, Finance, Editorial, and Audience. Too often, “go-live” is treated as the finish line. New systems launch without clear decision rights, processes remain inconsistent across regions, and frontline teams revert to spreadsheets when pressure hits. Leaders see uneven performance, adoption stalls, and the promised ROI is difficult to verify.

After two decades in this industry, we’ve seen the common failure modes, and we know how to avoid them: design processes that reflect how ad sales really runs, enable people with practical tools and coaching, measure what matters, and close the loop so improvements endure.

Our Point of View

Sustainable change comes from disciplined process improvement, empathetic change management, and transparent performance measurement, applied together. Our D(3P) framework guides every engagement:

• • Data: establish a shared language for metrics and definitions so teams can see the same truth.
  • People: equip roles with clear responsibilities, coaching, and incentive alignment.
  • Process: redesign the flow of work with decision rights and SLAs that hold under pressure.
  • Platform: implement only the technology required to make the model durable at scale.

We bring an operator’s perspective, grounded in publishers, broadcasters, streamers, OOH, and retail media networks—and translate leadership intent into day-to-day ways of working the field will adopt.

How V2 Helps

We partner with stakeholders across sales, ad ops, marketing, and finance to run change programs that are practical, empathetic, and tied to business outcomes.

Our work typically includes:

• • Documenting and standardizing current and future processes across the ad-sales lifecycle, with clear decision rights and SLAs.
  • Designing structure and governance that align business goals with system capabilities, and reduce local variations that erode performance.
  • Orchestrating change: stakeholder maps, communications, role-based enablement, and reinforcement plans supported by measurable KPIs.
  • Instrumenting work in Salesforce so adoption, quality, and cycle times are visible, and improvements are provable.
  • Coaching leaders and managers through operational cadences that drive ongoing adoption and continuous improvement.

Whether you’re standing up new capabilities or tuning what exists, we act as both strategy advisor and implementation partner, guiding, pacing, and measuring change so it lasts.

Integrated Salesforce Solutions

We pair Salesforce with analytics to support organizational change and make its impact visible.

Agentforce: Provides digital assistants and nudges that keep new behaviors on track—flagging stalled steps, suggesting next actions, and surfacing coaching cues in the flow of work.

Data Cloud: Acts as a governed integration layer that connects behavioral, performance, and operational data, tying employee actions and customer engagement to measurable outcomes.

Tableau: Delivers live process and adoption dashboards—usage, cycle times, exception trends—so leaders can track progress and run a continuous improvement loop.

Sales Cloud: Offers a structured, auditable foundation for process enablement—stages, approvals, playbooks, and guided paths that institutionalize best practices across teams.

Recent Customer Success: From Change Resistance to Operational Buy-In

The Business Challenge

A global media company had invested in Salesforce but struggled to shift day-to-day behaviors. Sellers reverted to spreadsheets, managers lacked a common playbook, and leadership couldn’t see whether the new ways of working were taking hold. The result was uneven performance and limited confidence in the ROI of the change.

Our Approach & Solution

Using our D(3P) methodology, V2 ran an executive-to-frontline program. We aligned leaders on the decision rights and KPIs that would define success, standardized core processes, and instrumented them in Sales Cloud with guided paths and approvals. We launched role-based enablement and a concise communications rhythm, while Tableau provided adoption and performance visibility for managers. Lightweight Agentforce prompts reinforced the new habits in the flow of work; a governed data layer (using Data Cloud where appropriate) tied activity to measurable outcomes.

Outcomes (representative; replace with approved figures): higher process adoption, shorter cycle times in key motions, and a visible shift from change skepticism to operational ownership—allowing leadership to finally connect investment to business results.

We’d Be Glad To Help

If your organization is struggling to turn new systems into sustained impact, we can help. V2 brings strategy, systems thinking, and human-centered change management to help ad-sales teams perform better, faster, and with greater clarity.

Reach out below, and we’ll explore how to partner with you to make change stick.

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