Create the dots. Connect the dots.

Introducing the most powerful workflow automation tool available in the world of advertising sales.

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Cut down on
manual labor

Get the meaningless tasks off your sales team's plate and allow them to do what they do best: close deals.

Give your
team guidance

Orchestrate your employees with clearly structured tasks. This means less training and faster onboarding.

Keep your finger
on the pulse

Track everyone's activity and fine-tune your process accordingly. Get reliable, predictable and repeatable results.

Drag & Drop Programming

Use our powerful toolbox to build your process. Simply string together your steps by dragging a dropping.

What's in the toolbox?

  • Tags
  • Lists
  • Conditionals
  • Phone calls
  • Generate Invoices
  • Assign users
  • Convert to advertiser
  • Check for duplicates
  • Send custom mail
  • Print statements
  • Approvals
  • An a whole lot more...

a wide selection of
Base-scenarios

Typical workflow tools are basic – limited to only a single process. Ad Sales Genius allows you select from an array of options that fit the intricacies of modern businesses.

  • Ad Insertions
  • Ad Proofs
  • Ad Requests
  • Advertisers
  • Contacts
  • Contracts
  • Invoices
  • Payments
  • Applied Payments
  • The list goes on

In the past, most of our customers have considered developing their own, custom app because they thought their process was too specific for any out-the-box-solution. Once they started using Ad Sales Genius, they changed their minds...

Trigger workflows when specific things happen

You don't have to necessarily hit the Go button to run a workflow. You can have them automatically start when an event occurs, time elapses or an action is taken.

  • Advertiser is created
  • Advertiser is updated
  • Advertiser status changes to active/inactive
  • Advertiser is transferred to another user
  • Proposal is created
  • Contract is won
  • Invoice is created
  • A lead form is submitted

When others create trees.

We create forests.

Link workflows together to create powerful automation processes that account for an unprecedented amount of scenarios.

High-fidelity decision paths Assign complex user decisions that split into multiple paths, intersect and repeat as needed.
Cross-department handoffs Have processes flow naturally from sales to production to accounting and back.
Can you automate cancellations?

An emphatic YES!

Our workflow automation platform is deep and
far-reaching – covering the vastness of modern business needs. Why not schedule a demo?

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Learn More Marketing Automation How to get the meaningless tasks off your sales team's plate...