Salesforce Sales Cloud for Ad Sales

Unlock the full potential of your CRM with Sales Cloud built for ad sales

Sales Cloud has been at the heart of V2’s ad sales solutions for over 20 years, long before Salesforce offered industry-specific clouds like Media Cloud. Whether you’re a publisher, broadcaster, retail media network, or association, we’ve used Sales Cloud to architect, customize, and optimize CRM environments that fit how ad sales teams actually work.

Our unique advantage? We’re not just technologists, we’re management consultants who understand your sales processes, bottlenecks, and cross-department needs. We can design the right architecture, configure Salesforce to your workflows, create adoption strategies, and then actually deliver the implementation, end-to-end.

Bring Clarity to CRM. Confidence to Sales. Speed to Strategy.

Sales teams often have a love-hate relationship with Salesforce, and in most cases, it’s because their CRM wasn’t implemented to truly serve them. A poorly configured system creates friction, slows adoption, and fails to deliver ROI.

With a properly tailored Sales Cloud environment, ad sales organizations can:

- Centralize campaign, client, and pipeline data into a single source of truth
- Streamline opportunity management, forecasting, and account planning
- Automate repetitive workflows to reduce administrative burden
- Ensure leadership can see the right metrics, in real time, to make better decisions
- Integrate seamlessly with other systems in your ad sales tech stack

V2 helps bring these capabilities to life so your CRM becomes an asset, not an obstacle.

V2 can help with ad sales and data cloud

Why This Matters to Ad Sales Teams

Sales Cloud can be a game-changer for ad sales, if it’s designed with your business in mind. We help organizations:

- Design workflows that match or improve your team’s way of working
- Build role-specific views that make it easier for every user to do their job
- Connect Sales Cloud to OMS, ad servers, billing platforms, and analytics tools
- Improve adoption through training, change management, and user-focused design

When Sales Cloud is optimized for ad sales, every department, from sales to operations to finance, can see the same truth and work in sync to drive revenue.

How It Fits Within the Ad Sales Tech Stack

Sales Cloud acts as the operational hub of your ad sales organization. We help clients:

- Customize Sales Cloud for advertising workflows, from lead to order to renewal
- Integrate with OMS solutions for streamlined campaign execution
- Link to marketing platforms for tighter coordination on account outreach
- Connect to analytics tools for real-time performance visibility

Your CRM becomes the foundation for everything else, driving efficiency, collaboration, and better outcomes across the board.

Why We Recommend Salesforce Sales Cloud

We recommend Sales Cloud for organizations that want a highly configurable, scalable CRM that can adapt to the unique complexities of ad sales. Whether you need granular placement-level tracking, multi-market deal structures, or integrations across a fragmented tech stack, Sales Cloud can handle it, if it’s implemented the right way.

V2 specializes in making that happen. We’ve worked with some of the biggest media, retail media, and advertising organizations in the world to turn Sales Cloud into a competitive advantage.

Sales Cloud: More Powerful Than You Think

Many organizations overlook just how far Sales Cloud can take them. The perception is often that a true ad sales solution requires an industry-specific cloud, but in reality, Sales Cloud is a flexible, blank canvas with the capability to support nearly any workflow, if it’s designed and implemented the right way.

With today’s core platform advancements, including capabilities from Data Cloud, Revenue Cloud Advanced, and deeper integration options, Sales Cloud is more powerful than ever. It’s no longer limited by the gaps that once pushed companies toward industry-specific products.

With Sales Cloud, you can:

- Configure end-to-end ad sales workflows without being boxed in by pre-set templates
- Build custom objects, automation, and dashboards that reflect exactly how your teams work
- Integrate across your ad sales tech stack to create a unified view of operations and performance
- Evolve your CRM over time as your business needs change, without hitting product limitations

The real differentiator isn’t the out-of-the-box features, it’s the strategy, architecture, and execution behind the build. With V2’s two decades of ad sales experience, we help you unlock the full, often unexpected, potential of Sales Cloud.