Customer Relationship Management for Ad Sales

Customer Relationship Management for Ad Sales

Your single source of truth for revenue success.

In ad sales, your CRM isn’t just a database, it’s the foundation for how your team sells, serves, and grows revenue. When it’s purpose-built for the way you work, it can be the most valuable system in your tech stack. When it’s not, it can slow you down at every turn.

At V2, we’ve been designing, building, and optimizing Salesforce CRM for ad sales organizations for over 20 years — long before Salesforce launched industry-specific solutions like Media Cloud. We know the nuances of ad sales workflows and how to translate them into a CRM environment that helps every role, from junior seller to executive leadership, operate more effectively.

Why CRM Matters in Ad Sales

Your CRM shapes the way your teams:

• • Manage prospects, accounts, and advertisers
  • Track opportunities from first conversation to closed-won
  • Connect sales activity with campaign delivery, billing, and reporting
  • Align sellers, operations, finance, and leadership on the same data
  • Spot risks and opportunities before they impact revenue

But in ad sales, the stakes are higher,  with more departments involved, more handoffs, and more complex deal structures than most industries. Without a tailored CRM environment, data becomes fragmented, processes break down, and decision-making slows.

When your CRM is optimized for the way you sell, with automation, workflows, and reporting aligned to your business model,  it becomes the system that keeps everyone on the same page, drives productivity, and provides the visibility leaders need to make confident decisions.

Our Point of View

For V2, CRM isn’t “one-size-fits-all.” It’s a strategic platform that should reflect your unique sales motions, approval processes, and client lifecycle.

We’ve helped some of the world’s largest media companies, and many fast-growing ad sales teams, leverage Salesforce Sales Cloud and Service Cloud to:

• • Create single sources of truth for sales and service teams
  • Streamline complex workflows across departments
  • Eliminate “swivel chair” work between disconnected systems
  • Provide executives with real-time visibility into pipeline health and team performance
  • Increase adoption by making CRM the easiest, most natural place to work

Whether it’s standard Salesforce or industry-specific solutions like Media Cloud or Communications Cloud, we know how to weaponize CRM to help ad sales teams close more deals, deliver more campaigns, and operate with greater efficiency.

Explore Our CRM Expertise

Click below to explore how the Salesforce CRM solutions we support are helping ad sales teams centralize their operations and accelerate revenue: