AdSalesOS
AdSalesOS

Ad sales shouldn't feel like rocket science.

Meet the intelligent operating system that makes it easy to run a hyper-profitable ad-selling operation. AdSalesOS by Placements.io unites systems, tames inventory, plugs revenue leaks, and gets you paid faster.  The world’s leading media players couldn’t do without it. Ready to move from chaos to maximized media value?

Unified processes

Quote-to-cash digital advertising – all in one place 

AdSalesOS simplifies the lifecycle of selling advertising in a complex media landscape.

Placements Logo

01

Sales

01

Sales

  • Accounts/contact management.
  • Sales Order Entry In Salesforce CRM.
  • Automated opportunity sync downstream into Placements.io.
  • Campaign, line delivery, invoice, invoice line item and revenue schedules.

02

Planning

02

Planning

  • Proposal/media plan building. Product packaging.
  • Dynamic rate cards, integrated COGS, and target price management.
  • Change tracking and versioning.
  • Advanced sponsorship calendar.

03

Execution

03

Execution

  • Auto flighting of campaigns into ad server.
  • Centralized campaign queue or tracker.
  • Robust revision management.
  • COGS tracking for campaigns.

04

Campaign management

04

Campaign management

  • Integrated first and third-party campaign-delivery data.
  • Centralized ticketing and communication channels.
  • Creative and IO storage at campaign level.
  • Campaign optimization.

05

Billing & Invoicing

05

Billing & Invoicing

  • Reconciliation of first and third party data.
  • Automated invoice creation.
  • Automated preparation of billing. Export of Invoiceable data into ERP/Billing system.
  • Billing, reporting and invoice dashboard.

06

Reporting

06

Reporting

  • Integrated first and third-party data at campaign and line-item level.
  • Live reports and API.
  • Integrated ‘end of campaign’ reporting.

For all types of media sales

AdSalesOS helps different types of businesses manage their ad sales.

Retail media networks

Nowadays brands want to reach digital shoppers closer to the point of purchase. Placements.io is helping retail players across the world build and manage multi-media sales operations in-house – creating multi-billion dollar operations, fast.

Learn more
Retail

Traditional publishers

Advertisers expect increasingly sophisticated omnichannel programs to reach audience segments across digital, print, mobile, social and live events. No other order management system makes it as easy to place messages where customers are.

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Publishers

Broadcasters and networks

From Super Bowl commercials, to targeted advertising on social media platforms. Placements.io is the choice of leading global broadcasters who need to create customized media campaign packages to help meet the needs and goals of advertisers.

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Broadcasters
Easier advertising

Connect your entire advertising ecosystem

Tired of juggling systems? We've got you. Our platform is native to Salesforce and supports all your customizations. It also links your entire quote-to-cash chain, and connects you to ad servers, DSPs, social platforms, and more — all in one slick interface. It’s time to ditch the system hopping and get more done faster.

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Campaign execution

Omnichannel campaigns, simplified

Multi-channel mayhem? Not any more. AdSalesOS delivers seamless and automated campaign trafficking across channels. Smart monitoring catches issues early and keeps teams aligned without adding extra headcount. The outcome? Best-practice operations, maximum profits, and smooth scaling.

Ad servers display/audio/video
DSPs
Social
Sponsored products
Search
Digital out-of-home/in-store
AI-powered functionality

Apply intelligence to make better deals

Optimizing deals, working at speed, and making better decisions about ad selling generally is now within your grasp — thanks to AdSalesOS’s built-in intelligence. Machine learning algorithms leverage billions of datapoints on campaigns, plans, pricing, deals, templates, common metrics and more, giving you expert assistance every step of the way.

  • Lean on an intelligence layer that keeps getting smarter
  • Optimize yield, bill efficiently and scale revenue
  • Automate to get more done without increasing headcount
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Sales and proposals

Give your sales team the time to sell

AdSalesOS gives sales teams the tools to more quickly and confidently create RFPs and proposals. Improved visibility into inventory forecasting, and the synchronization of pricing and data with CRM tooling, keeps teams informed, aligned, and hitting goals.

Financial control

Say goodbye to financial headaches

Cut out accounting errors and reduce the cost of sale by connecting data and automating processes. Relying on spreadsheets or lesser order management systems doesn’t make sense anymore. Confidently manage governance with approval workflows and maintain compliance with SOC1 and SOC2 support.

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Dashboard mockup
Revenue realization

Stop leaving money on the table

Optimize yield and accelerate time to revenue, thanks to automated invoicing & reconciliation — and real-time insights into operations, revenue, performance, profits and more. Our customers reduce their average DSO by up to 70%. And they eliminate revenue at risk too.

Learn how AdSalesOS has helped CarGurus transform its ad sales operation

Modern UX

An intuitive and modern UI lets you view reports and insights at lightning speed. Continuous feature releases keep you ahead of the game.

Omnichannel excellence

Dozens of bi-directional API integrations support planning, pricing, activation, and billing of omnichannel campaigns and data.

Consolidated data retrieval

Synchronize data from all integrated platforms — eliminating manual retrieval, and enabling fast, accurate campaign optimization and revenue recognition.

Visibility & accountability

Robust roles & permissions — combined with governance configurations and change-history logs — ensure control, accountability and accessibility.

Native Salesforce integration

Synchronize data to and from SFDC throughout the order-to-cash lifecycle. Use SFDC Calendar to show what is available in real time.

AI-powered ad sales

End-to-end platform intelligence powered by machine learning, AI and billions of datapoints on both ad buying and ad selling.

Open APIs

Our Open APIs enable bespoke development and integrations. (No competitor can claim the same.) And our experts are always here for consultation.

Ad sales portal

Expose self-service inventory to buyers that can’t be reached through a direct sales channel — with all revenue connected to our OMS.

Compliance and security

The only SOC1 and SOC2 certified solution in the market. Enjoy total confidence in the platform’s financial data control, security and privacy.

The world's most integrated ad sales platform

Our integrations make it easy to work with all the platforms and applications you want to use. We’re proud to be the most integrated order management system for ad sellers. So let us know if any are missing!

Frequently asked questions

What is Placements.io and how does it work?
Placements.io is a SaaS platform that makes it easy for companies to manage and grow their media-selling or buying operations. First we built the world’s leading operating system for media selling (AdSalesOS). Then we developed the best OS for media buying (MarketerOS). 



Both operating systems simplify the lifecycle of buying or selling advertising in a complex media landscape. They help teams manage processes across sales, ad operations and finance — reducing steps generally, optimizing yield, and boosting revenue and ROI. Both AdSalesOS and MarketerOS sit at the center of the media ecosystem, streamlining and automating processes across multiple advertising platforms, while consolidating data and keeping them in sync.
Is Placements.io a SaaS-based solution or on-prem?
Placements.io is Software-as-a-service (SaaS) solution. Our platform is hosted in the cloud and accessed via your web browser. Our offering does not have on-prem components.
Does Placements.io integrate with Salesforce.com?
Yes. Placements.io is a managed package within Salesforce and has a very robust integration. Businesses spend enormous resources on customizing Salesforce to meet their specific needs and Placements.io makes it easy to seamlessly support those customizations within our platform.  Information about our integration can be found in theSalesforce AppExchange .
How long does it take to get started on Placements.io?
Each implementation project is unique and tailored to the needs of our clients. Our standard program is focused on the following goals:

— Reduce your time to value
— Quickly align, clarify, and confirm expectations
— Educating you on PIO features and how they meet business objectives
— Identifying any feature enhancement requirements for post-launch implementation
— Continuously improve the process by listening to your feedback
What does the implementation process look like?
1 Discovery and design: Our relationship with you is built on understanding your business and how we can help your teams. We produce a workflow chart so you can visualize how all your workflows, systems, components, external processes, etc can work with Placements.io.  

2 Interactive build: We set up all the integrations of your existing systems for Search, Social, DSPs, Ad-servers, 3rd party reconciliation, Biling, BI/ Data Warehouse etc. The system is then configured according to the workflows and business rules. We can create PO templates, basic delivery reports, and billing reports if applicable.

3 Verify and QA: We test all of the integrations and settings that are configured, and we work with you to review all imported items, reporting and templates. Based on your feedback, we tweak settings and essential workflows. Following sign off, we train your teams and turn over the system for use.
Do you provide platform training and support?
Yes. Our implementation team supports initial customer onboarding and product training. Ongoing support is managed via a dedicated account team through email, chat, and phone.Expect robust ongoing support. Customer Success teams also old regular check-ins to gather feedback and discuss future feature releases.
How often do you update the platform?
The product teams behind AdSalesOS and MarketerOS take pride in continuously innovating and shipping updates regularly to improve the experience of our customers. We run many new feature releases and enhancements throughout the year based on our product roadmap and customer feedback. 
Does Placements.io work in all global markets?
Yes. Placements.io has a global footprint servicing and supporting partners in North America, EMEA, and APAC regions. Our campaign tools offer placement, implementation and line item management and capabilities regardless of regions and markets.
Are permissions and approvals customizable?
Governance within Placements.io is highly configurable. You can lock fields down and trigger specific approval rules by both roles and permissions. You can limit what can be edited, and what triggers reviews and approvals. Admin users can create users, roles and add permissions to those roles based on business requirements.
How secure is Placements.io?
Placements.io maintains SOC1 and SOC2 attestations and is GDPR compliant. We protect individual systems and information with cryptographic controls. All data in transit and at rest is encrypted. Our platform is hosted within a secure, ISO27001-compliant facility.
What is the Placements.io data retention policy?
Customer data is retained for as long as the account is active. Data enters an “expired” state when the account is voluntarily closed. Expired account data will be retained for 30 days. After this period, the account and related data will be removed.
What are Placements.io integration capabilities?
Placements.io acts as the centerpiece to the media buying ecosystem. Because of this, our platform and APIs are designed to cohesively collect, organize, and present data from various different systems all in one place. Placements.io supports over 40 pre-built integrations covering DSPs, Ad Servers, Social, and more. In addition, Placements.io exposes a suite of APIs to support bespoke integrations.
How can I get a demo?
Relied on by 6 of the Fortune 20
Fortune 500
More Fortune 500 customers than any other ad OS
10 Billion
Over $10bn of ad revenue managed in 2023

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