Question

A Consultant is asked to help design a solution which could aid a company in expanding their reach into the small and medium business (SMB) segment. This has traditionally been a challenge for a company in the direct-sales channel because the small and medium business greatly outnumber the Sales team. What should the Consultant do in the design to allow for Advertiser/Agency to self-service their media plans?

Accepted Answer

Leverage the Advertising Sales Management Self-Care feature so that approved Advertiser/Agency can access an Experience Cloud portal where they can create and track their media plans.

Answer

Build an Experience Cloud with the Customer Service template for the Advertiser to navigate the product catalog and configure the products in the site.

Answer

Set up Web-to-Lead and have the Advertiser/Agency submit their media plan through a website so the Sales team can later take ownership of the record and follow up to finalize the media plan.

Answer

Set up a public user, which anyone can use to create their own media plan, and provide their company information in the record detail.

A Consultant is asked to help design a solution which could aid a company in expanding their reach into the small and medium business (SMB) segment…

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