Your Salesforce Org Wasn’t Built for Ad Sales.
Let’s Fix That.

Let’s be honest about what most media and ad sales orgs look like after a few years in the wild: well-intentioned original design, accumulated workarounds, fields nobody uses, reports nobody trusts, and a graveyard of customizations built for requirements that changed two reorgs ago. Your reps track deals in a spreadsheet. Your managers spend half of every pipeline review questioning the data instead of deciding from it.

Sound familiar? You’re not alone. And you’re not stuck.

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The Question Every Org Eventually Faces

Optimize or Rebuild?

The Case For

Optimizing Your Existing Org

You already have user adoption, imperfect as it is. Your integrations are running. Your historical data has value. Your team knows the system. A well-executed optimization that fixes the structural problems, cleans the data, redesigns the experience, and modernizes platform capabilities can deliver transformation-level results in a fraction of the time and cost of starting over.

The Case For

A New Build

Sometimes accumulated technical debt is genuinely prohibitive. Sometimes the data model is so far from what ad sales requires that no amount of optimization closes the gap. Sometimes you’ve merged or acquired and the right answer is a clean, unified architecture neither legacy system can provide. And sometimes the business has simply changed more than the original design can absorb.

Why V2. Why Now.

We Know What Great Looks Like

V2 has spent twenty years building and optimizing Salesforce for media and ad sales organizations — some of the most well-known brands in the industry. We’ve seen every variation of a broken org, every flavor of an overly complex one, and every pattern of adoption failure that follows when Salesforce is configured by people who understand the platform but don’t speak ad sales.

We don’t come in with a fixed prescription. We combine your knowledge of your systems and business with our expertise in ad sales best practices, platform features, and performance optimization. Sometimes we accelerate hard for a short-term goal. Sometimes we hover and analyze. Flexibility is a must; operating with rigor is constant.

Part of a Coherent RevOps Infrastructure

Your org optimization is architected as part of a broader Revenue Operations infrastructure — not as a standalone CRM project. The downstream integrations, the analytics layer, the AI capabilities: all designed by a team that sees the full picture.

Why This Work, With Us

Three Things That Make the Difference

Clear eyes, not scope maximization.

We’ve seen orgs that looked like disasters and were faster to optimize than rebuild — and orgs that looked salvageable and were holding the business back. The analysis isn’t grounded in a framework designed to grow the project.

Holistic, not one dimension at a time.

Data, design, configuration, and adoption are interconnected. Fixing one while ignoring the others is how you end up with an org that looks better and still doesn’t work.

A partner ecosystem that’s narrow on purpose.

The Salesforce partner ecosystem is large. The number of partners who have been inside enough publisher, broadcaster, sports, adtech, and out-of-home orgs to recognize your problem on sight is much smaller.

Scope of Work

What an Optimization Actually Covers

Data Re-architecture & Cleansing
UX Optimization via Page Layouts, Flows & Field Cleanup
Advertiser / Agency / Brand Account Hierarchy Remodeling
Opportunity Pipeline Optimization
Consolidated Revenue Forecasting
Technical Debt Deprecation & Code Refactoring
Key Integrations Optimization
Data Model Modernization via Data 360
Flow Automation & Agentforce AI Deployment
Analytics Optimization
Training & Adoption Strategies
Future State Process Flow Mapping
Communications Plans

The V2 Solutions Collection

More Ways We Accelerate Media & Ad Sales

Eight IP-backed solutions, built on the same 20 years of pattern recognition. Most clients deploy more than one.

SalesforceSalesforce Accelerators for Media & Ad SalesPre-configured Salesforce foundations built for ad sales workflows.SalesforceGameday 360: Salesforce CRM for SportsA purpose-built CRM accelerator for sports rights holders and teams.SalesforceData 360, Agentforce & AnalyticsUnified data, AI agents, and analytics wired into RevOps.DatabricksDatabricks for Media & Ad SalesLakehouse architecture tuned to ad sales data and revenue reporting.Applied AIClaude for Media & Ad SalesAnthropic’s models applied to real ad sales operations use cases.Applied AIGemini for Media & Ad SalesGoogle’s AI stack, applied to your revenue flow.StrategyD(3P) Strategy ConsultingAssess Data, People, Processes & Platforms before you build.ProofSee These Solutions in ProductionClient success stories from the engagements behind this IP.View Success Stories →

Ready to Stop Tolerating an Org That Doesn’t Fit?

We’ve seen every version of this problem. We know exactly how to fix it.

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