CPQ & Order Management for Ad Sales
CPQ & Order Management for Ad Sales
Close deals faster. Fulfill with precision. Scale with confidence.
Across ad sales organizations, friction often hides in the back half of the funnel. Complex pricing, customized packaging, contract reviews, and disjointed order workflows all slow teams down. Our CPQ & Order Management solutions—built on Salesforce Media Cloud and Revenue Cloud Advanced, bring together quoting, contracting, fulfillment, and billing in one seamless workflow tailored for ad operations.
Why This Matters to Ad Sales Teams
When reps must juggle spreadsheets, legacy tools, and manual processes, pricing errors, slow approvals, and fulfillment bottlenecks become the norm.
With Salesforce-native CPQ and Order Management:
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- Quotes auto-align with packaging rules and inventory availability
- Contracts auto-generate from quotes and route for approval
- Orders flow seamlessly into fulfillment, reducing errors and delays
- Billing syncs to delivery so reporting is always accurate
- Dev, Ops, Sales all stay aligned, without toggling between apps
How It Fits Into The Ad Sales Tech Stack
| Workflow Step | Capabilities with Media Cloud or Revenue Cloud Advanced |
|---|---|
| Product Catalog Setup | Maintain media-specific bundles, rates, and complex discounts with attribute-based pricing. |
| Guided CPQ & Pricing | Replace legacy CPQ with Salesforce-native quoting, guided product selection, and dynamic workflows. |
| Order Fulfillment | Trigger fulfillment via unified workflow—no manual handoff, no sync headaches. |
| Revenue Orchestration | Automate decomposition of complex orders and allocations using Dynamic Revenue Orchestration (DRO). |
| Billing & CLM | Add renewable billing, invoicing, revenue recognition, and contract lifecycle automation—all compliant and seamless. |
Our Point of View
We believe ad sales revenue operations shouldn’t be an assembly of patches—they should be built from a unified architecture. That’s why we help our clients migrate from fragmented CPQ and billing systems to a comprehensive, scalable solution already embedded in Salesforce:
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- Media Cloud brings media-specific packaging, bundling, and order logic into your CRM with fast time-to-value
- Revenue Cloud Advanced replaces legacy CPQ with an API-first, core-native revenue engine, covering quoting through invoicing, all controlled within Salesforce
Explore Our CPQ & Order Management Expertise
Click through to learn more about each platform’s strategic value:
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- Salesforce Media Cloud — Purpose-built for managing media-centric CPQ and order workflows
- Salesforce Revenue Cloud Advanced — Enterprise-grade quote-to-cash intelligence with automation and compliance
Salesforce Media Cloud for Ad Sales
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Salesforce Revenue Cloud for Ad Sales
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Proven Partners. Trusted Advisors. Beyond Consulting
V2 Strategic Advisors helps ad sales organizations implement and optimize Salesforce CPQ and order management solutions that streamline deal configuration, accelerate quote-to-cash cycles, and ensure accurate, efficient fulfillment. With deep expertise in both Media Cloud and Revenue Cloud, we guide clients through complex process automation, integration, and change management—unlocking faster revenue realization and greater operational control.
Contact us today to start a conversation and learn how we can help you leverage Salesforce CPQ and order management to drive efficiency, accuracy, and growth across your sales operations.