hiring solutions workflow
TRANSCRIPT
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Create Opportunity and Submit
Media Request
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
AMs give approval to
launch
DSM Entry(1st approval)
OM Entry Approval (2nd
approval)
Confirm Targeting,
Creative, etc.
Confirm (3rd Approval) to
launch campaign
Reserve in DFP
AMs communicate
launch of campaign
Salesforce sends email
RM informs client of launched product
Reporting Requested
Pull Reporting
AMs pull reporting or
ask CMs
WorkflowHIRING SOLUTIONS MEDIA CAMPAIGNS
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Before a sa les rep can c lose a dea l ,
t hey mus t submi t a med ia reques t
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Before a sa les rep can c lose a dea l ,
t hey mus t submi t a med ia reques t
Ad Ops a re then no t i f ied to check
the inven to ry
Reps work w i th AMs to con f i rm ta rge t ing and
c rea t i ves
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Before a sa les rep can c lose a dea l ,
t hey mus t submi t a med ia reques t
Once inven to ry i s approved ,
Sa les fo rce sends an emai l back to
the Sa les rep
Ad Ops a re then no t i f ied to check
the inven to ry
Reps work w i th AMs to con f i rm ta rge t ing and
c rea t i ves
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Before a sa les rep can c lose a dea l ,
t hey mus t submi t a med ia reques t
Ad Ops a re then no t i f ied to check
the inven to ry
Once inven to ry i s approved ,
Sa les fo rce sends an emai l back to
the Sa les rep
The rep then genera tes o rder
fo rm and c loses the dea l
Reps work w i th AMs to con f i rm ta rge t ing and
c rea t i ves
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form
Inventory Checked
Inventory Approved
Confirm Targeting,
Creative, etc.
Submit Media Request
Create Opportunity and Submit
Media Request
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
Confirm Targeting,
Creative, etc.
Create Opportunity and Submit
Media Request
Rep c rea tes oppor tun i t y in
Sa les fo rce
When 100% complete, sent to OM
OM wi l l check the numbers , ensure there i s a con t rac t
a t tached, look fo r d iscounts and d iscount approva ls , and add the
s ta r t da te and end da te
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Confirm Targeting,
Creative, etc.
Submit Media Request
Create Opportunity and Submit
Media Request
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Confirm Targeting,
Creative, etc.
Create Opportunity and Submit
Media Request
Once the da tes a re added, Sa les fo rce sends no t i f i ca t ion
emai ls ou t based on the p roduc t t ype
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Confirm Targeting,
Creative, etc.
Create Opportunity and Submit
Media Request
These need to be entered within 3 days for the Finance Department
For TDs and RecAds , “Ready fo r DSM Ent ry ” i s jus t sen t to CMs
Once the da tes a re added, Sa les fo rce sends no t i f i ca t ion
emai ls ou t based on the p roduc t t ype
For Go ld /P la t LCPs and WWUs, “Recru i tment Med ia Subscr ip t ion dea l C losed” i s
sen t to CMs and AMs
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
Confirm Targeting,
Creative, etc.
Create Opportunity and Submit
Media Request
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
Confirm Targeting,
Creative, etc.
Create Opportunity and Submit
Media Request
AMs communica te w i th CMs and g ive approva l
to launch
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
Confirm Targeting,
Creative, etc.
Create Opportunity and Submit
Media Request
CMs en te r p roposa l in to DSM, Reserve
inven to ry, mark f i r s t s tage o f approva l , and
en te r DSM ID in to Sa les fo rce
AMs communica te w i th CMs and g ive approva l
to launch
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
Confirm Targeting,
Creative, etc.
Create Opportunity and Submit
Media Request
AMs give approval to
launch
DSM Entry(1st approval)
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
Confirm Targeting,
Creative, etc.
Create Opportunity and Submit
Media Request
AMs give approval to
launch
DSM Entry(1st approval)
OMs doub le check the p roposa l and mark the
second approva l , chang ing s ta tus f rom
“Awa i t ing Approva l ” to “Awa i t ing F ina l i za t ion”
A f te r the f i r s t approva l , Sa les fo rce sends an
emai l t o OMs
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
Confirm Targeting,
Creative, etc.
Create Opportunity and Submit
Media Request
AMs give approval to
launch
OM Entry Approval (2nd
approval)
Salesforce sends email
DSM Entry(1st approval)
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
Confirm Targeting,
Creative, etc.
Create Opportunity and Submit
Media Request
AMs give approval to
launch
OM Entry Approval (2nd
approval)
Salesforce sends email
DSM Entry(1st approval)
AMs le ts rep and c l ien t know tha t the med ia
has launched
CMs mark the th i rd s tage o f approva l s ta tus
to “So ld ” to reserve inven to ry in DFP and
se t med ia l i ve
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Create Opportunity and Submit
Media Request
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
AMs give approval to
launch
DSM Entry(1st approval)
OM Entry Approval (2nd
approval)
Confirm Targeting,
Creative, etc.
Confirm (3rd Approval) to
launch campaign
Reserve in DFP
Salesforce sends email
RM and Client
informed
AMs communicate
launch of campaign
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Create Opportunity and Submit
Media Request
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
AMs give approval to
launch
DSM Entry(1st approval)
OM Entry Approval (2nd
approval)
Confirm Targeting,
Creative, etc.
Confirm (3rd Approval) to
launch campaign
Reserve in DFP
Salesforce sends email
RM and Client
informed
AMs communicate
launch of campaign
I f an RM or c l ien t wants to see how the med ia i s
per fo rm ing , they w i l l o f ten send a reques t to an AM
AMs pu l l repor t ing f rom week ly repor ts o r ema i l
AdOps CMs. They s imp l i f y the da ta and send i t back .
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Create Opportunity and Submit
Media Request
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
AMs give approval to
launch
DSM Entry(1st approval)
OM Entry Approval (2nd
approval)
Confirm Targeting,
Creative, etc.
Confirm (3rd Approval) to
launch campaign
Reserve in DFP
Salesforce sends email
RM and Client
informed
AMs communicate
launch of campaign
AMs e i ther pu l l repor t ing f rom weekly repor ts or
emai l AdOps CMs
CMs pu l l repor t ing f rom Mic roSt ra tegy (TDs) o r DFP
(RecAds /WWU) and pass back the in fo rmat ion
I f an RM or c l ien t wants to see how the med ia i s
per fo rm ing , they w i l l o f ten send a reques t to an AM
AMs pu l l repor t ing f rom week ly repor ts o r ema i l
AdOps CMs. They s imp l i f y the da ta and send i t back .
Workflow
CLIENTS/SALES TEAM
SOLUTIONS TEAM ACCOUNT MANAGERS
ORDER MANAGEMENT
AD OPSCAMPAIGN MANAGERS
Create Opportunity and Submit
Media Request
Generate Order Form Close Deal
Inventory Checked
Inventory Approved
OM Approval for Entry
Salesforce notifies AMs
and CMs
AMs give approval to
launch
DSM Entry(1st approval)
OM Entry Approval (2nd
approval)
Confirm Targeting,
Creative, etc.
Confirm (3rd Approval) to
launch campaign
Reserve in DFP
AMs communicate
launch of campaign
Salesforce sends email
RM informs client of launched product
Reporting Requested
Pull Reporting
AMs pull reporting or
ask CMs