Im looking for an "out of the box" solution so I dont have to have something custom built to fit our needs.
Ideally, something similar to salesforce but with a few different features.
Something that a new customer can be added to; media budget, website(s), notes, etc. This task is done by the CS manager. Once all the form fields are filled it, it gets pushed to the ad buyer.
The ad buyer reviews the data and if something is needed, it gets pushed back to the CS manager or sales person. There the CS manager or sales person sees the tasks that are needed for completion (missing info, etc.). Once they update it or complete it, gets pushed back to the ad buyer.
Once the campaign is live, the ad buyer puts the customer into a different category (i.e. Live).
Within each customer, there is the ability to make notes, such as changes to media budget, targets, website, phone call notes, etc.
Dunno if there is something out of the box like this, but looking for something that would simplify things a bit more on my end each day
Ideally, something similar to salesforce but with a few different features.
Something that a new customer can be added to; media budget, website(s), notes, etc. This task is done by the CS manager. Once all the form fields are filled it, it gets pushed to the ad buyer.
The ad buyer reviews the data and if something is needed, it gets pushed back to the CS manager or sales person. There the CS manager or sales person sees the tasks that are needed for completion (missing info, etc.). Once they update it or complete it, gets pushed back to the ad buyer.
Once the campaign is live, the ad buyer puts the customer into a different category (i.e. Live).
Within each customer, there is the ability to make notes, such as changes to media budget, targets, website, phone call notes, etc.
Dunno if there is something out of the box like this, but looking for something that would simplify things a bit more on my end each day
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