Salesforce integration
Seamlessly integrate Salesforce into your ad sales operations
Placements.io and Salesforce work perfectly together. The flow of information between the two platforms is seamless because the integration is natively built to the highest of standards in Salesforce.
One-click integration
The Placements.io Salesforce integration is listed on the Salesforce AppExchange and provides a vital connection for data and workflow for teams leveraging Salesforce CRM.
Streamline opportunity management
Save time and improve opportunity management by streamlining the flow of information between sellers, operations, and finance.
- Auto account and contact synchronization between SFDC and Placements.io.
- Inventory availability pulled from downstream systems into SFDC.
- Opportunities automatically pushed to Placement.io for media planning and trafficking.
- Omnichannel performance data synced back to SFDC to keep sellers informed.
- SFDC cases auto-synced into Placement.io as tickets.
Keep tabs on your revenue - and boost it
Keep sales teams informed with campaign information available directly in SFDC.
- On Schedule Indicator (OSI) and Revenue at Risk reporting provide at-a-glance campaign performance and health measurement.
- Revenue schedule reports provide teams and management with forecasting of expected revenue.
- The synchronization of billing and invoicing data keeps sales and finance aligned.
Evolving to the needs of you and the market
By constantly updating and enhancing our integration with Salesforce, we remain the most powerful integration between a media order management system and the world’s leading CRM.
AdSalesOS
The operating system for ad sellers
- Connect your ad ecosystem and unify all processes and data
- Roll out omnichannel campaigns with ease
- Give your sales team the time to sell
- Say goodbye to complex manual financial processes
- Get a unified view of ops and profits and ensure you get paid – on time
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.
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
— 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.
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?
Yes, you can request a demo here.
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