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Solution Brief / Salesforce
Data. Analytics. AI.
Built for How Media Revenue Moves.
Everyone’s excited about AI in the enterprise, most organizations aren’t ready, and a startling number of “AI solutions” are being bolted onto data architectures that were never properly built. If you’ve been on Salesforce for years managing pipeline, accounts, proposals, and orders, you’re sitting on something genuinely valuable: years of revenue data, relationship history, and operational signal.
The problem was never that you don’t have data. It’s that until now the platform didn’t have the horsepower to turn it into intelligence. That changed. And V2 is ready to take you there.
Why V2
We’ve Been Building Toward This Moment
V2 brings twenty years of Salesforce experience in media and ad sales — longer than most of our competitors have been in business, longer than some of our clients’ current CRM instances have existed. We’ve been in the room for every major platform evolution Salesforce has gone through.
This generation — Data 360, Agentforce, and Tableau Next — is without question the most powerful toolkit the platform has ever given us to work with. We know how to build on it because we’ve been designing ad sales data models on Salesforce since before “RevOps” was a job title.
A Platform, Not a Pile of Point Solutions
Data 360 as the foundation, Agentforce as the intelligence layer, Tableau Next and CRM-A as the insight and activation layer. Together that is a genuine Revenue Operations platform — not a collection of point solutions, and not a demo that falls apart under real-world data.
What We’re Actually Talking About
Three Layers, One Architecture
Salesforce Data 360
Salesforce’s unified data foundation, connecting CRM data to external sources, audience data, and enterprise infrastructure. For media and ad sales, that means a single authoritative data layer spanning advertisers, agencies, campaigns, orders, and revenue.
Agentforce
Salesforce’s AI agent platform — a legitimate step change inside your revenue workflow. Not a chatbot surfacing knowledge articles: purpose-built agents that assist your sales team across the prospect-to-cash flow. Built right, it makes every person on the team measurably more effective.
Tableau Next + CRM-A
Where intelligence becomes visible. AI-assisted insights, conversational data exploration, and enterprise-scale visualization, integrated directly with your Salesforce data — surfaced inside the workflow instead of in a separate dashboard tool. The data comes to them.
The Outcome
What Changes When It’s Built Right
One authoritative data layer.
Advertisers, agencies, campaigns, orders, and revenue reconciled in one place instead of five systems that each believe they’re right.
Agents inside the workflow.
AI that assists reps where the work already happens, across the prospect-to-cash flow — not a separate tool nobody opens twice.
Insight that comes to you.
Reps, managers, and revenue leaders stop navigating to a dashboard tool to understand what’s happening in the business.
Architecture, not accessories.
We design the foundation, intelligence, and insight layers as one system, so the AI is standing on data that can actually support it.
Ad sales data models, not generic CRM.
Twenty years of building revenue data models for this industry — direct, programmatic, agency, and sponsorship revenue included.
Built to survive production.
Demos are easy. We architect for the volume, messiness, and edge cases of real media revenue data.
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.
Ready to Turn CRM History Into Revenue Intelligence?
Let’s look at what your Salesforce data could tell you if it were architected for it.
Get In Touch