Ad Sales Pipeline Tracker
TL;DR
Ad-sales-native CRM for advertising account directors that automates RFP stages, OOH inventory, and pitch deadlines so they can close more deals and save 10\+ hours/week.
Target Audience
Advertising account directors and sales CRM managers at agencies, brands, and publishers who sell display, video, OOH, or social ads and struggle with Salesforce or Excel for tracking RFPs and client statuses.
The Problem
Problem Context
Advertising account directors sell across multiple channels (display, video, OOH, etc.) but lack a structured way to track RFPs, pitches, and client statuses. Their company’s Salesforce setup is underutilized, forcing them to rely on Excel or no system at all. This creates gaps in revenue tracking and missed opportunities.
Pain Points
They waste time manually updating spreadsheets, lose visibility into RFP stages, and struggle to pitch consistently because client histories aren’t centralized. Existing CRMs either feel too complex or don’t support ad-sales-specific workflows like PMP deals or OOH inventory tracking.
Impact
Missed RFP deadlines cost thousands per deal, client updates fall through cracks, and manual tracking eats up 10+ hours/week. Without a dedicated system, they can’t prove ROI to clients or forecast revenue accurately.
Urgency
RFPs and pitches happen weekly, and delays in tracking directly impact revenue. Without a fix, they risk losing deals to competitors with better-organized sales processes. The longer they wait, the more backlog builds up.
Target Audience
Advertising account directors, sales CRM managers, and digital media planners at agencies, brands, and publishers. These roles span display, video, OOH, and social ad sales teams globally.
Proposed AI Solution
Solution Approach
A web-based CRM built *specifically- for advertising sales teams. It replaces Excel/Salesforce with ad-sales-native fields (e.g., PMP RFP stages, OOH inventory types) and automates tracking of wins, pitches, and client statuses. No coding or admin setup required.
Key Features
- Pipeline Visualization: Kanban-style boards to track RFP stages, pitch deadlines, and client statuses in one view.
- Automated Reminders: Notifications for upcoming pitch deadlines or client check-ins.
- Reporting: Exportable revenue forecasts and win/loss analysis by channel (display, video, etc.).
User Experience
Users log in, select a template (e.g., 'PMP RFP'), fill in ad-specific details, and drag deals through stages. The system auto-updates client histories and sends reminders. Managers get real-time visibility into pipeline health via dashboards.
Differentiation
Unlike generic CRMs, this tool *understands- ad sales workflows (e.g., OOH inventory tracking, PMP deal stages). It’s simpler than Salesforce but more powerful than Excel, with zero setup hassle. Competitors either lack ad-sales specificity or require IT support.
Scalability
Starts with single-user plans ($49/month) and scales to team seats ($99/user/month). Adds features like analytics or integrations (e.g., Google Sheets) as users grow. Enterprise plans include custom ad-sales fields for large agencies.
Expected Impact
Users close more deals by never missing RFP deadlines, prove ROI to clients with clean tracking, and save 10+ hours/week on manual updates. Agencies reduce revenue leakage and improve forecast accuracy.