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ADvendio Ad Manager Implementation and Salesforce Customization

Optimizing end-to-end advertisement business processes through a custom-engineered Salesforce solution integrated with the ADvendio managed package.

Client

A global pioneer in mail-order catalogs and the world's largest electronic components distributor.

Problem Statement

The client needed to consolidate fragmented advertising workflows into a single system encompassing CRM, order management, billing, and inventory tracking.

Industry

High-Tech

Solution

Digital Experience

Product Engineering

Modernization

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Quick Summary

QBurst implemented a comprehensive Ad Manager solution by customizing the ADvendio managed package on the Salesforce platform to unify CRM, sales, and order management. The integrated solution significantly improved advertisement inventory visibility and enabled the sales team to manage the full campaign lifecycle within a single environment.

  • Achieved a 45% reduction in advertising transaction management costs by automating contract scheduling and supplier notifications.
  • Improved operational speed by over 50% with a custom 12-filter granular search engine that eliminated cumbersome manual record identification.
     

Client Profile

Founded in 1972 and based in the U.S., the client is a market leader in electronic component distribution. They manage an extensive inventory available for immediate global shipment, serving as a critical resource for design engineers worldwide.

Challenges: Overcoming Data Silos and Package Limitations

Integrating complex scheduling data into a rigid managed package environment required sophisticated technical workarounds.

  • Data Interoperability: Customizing large, disparate datasets to collaborate seamlessly with standard ADvendio objects was a significant hurdle.
  • Workflow Bottlenecks: Identifying specific schedule records was a cumbersome and slow process without advanced filtering capabilities.
  • Manual Communication: Relying on manual emails to follow up with external suppliers for ad material created delays in the campaign lifecycle.
  • Document Customization: The standard package lacked the flexibility to generate the specific, fully customized PDF proposals and invoices required by the client.
     

QBurst Solution: Custom Salesforce Engineering

We designed a tailored architecture that bridges the gap between the client’s unique schedule data and the ADvendio schema. We utilized Apex and Visualforce to extend the "Managed Package" capabilities.

  • Schema Integration: Implemented custom objects to hold schedule data and established secure connections with ADvendio objects like the Media Basket.
  • Dynamic Search Engines: Developed a granular search tool with 12 dynamic filters for schedule items and a secondary three-filter system for ADSpec searches.
  • Automated Supplier Workflows: Built an Apex batch job that triggers notification emails to suppliers, providing links to a Force.com site for direct ad data entry.
  • Bespoke Document Generation: Created custom Visualforce controllers to render professional PDF proposals and invoices via the ADvendio engine.
  • Process Automation: Utilized Process Builder to automate the population of account data across media campaigns and schedule items.

Implementation Approach: Future-Proof Configuration

The solution followed a multi-layered security approach to protect sensitive financial and contract data while ensuring high system availability.

  • Apex Customization: Developed custom controllers, schedulers, and batch classes to handle daily high-volume transactions.
  • Optimized SOQL: Tailored queries to ensure the "custom search" feature remained fast even as the advertisement inventory grew.
  • Unified Interface: Used HTML/CSS within Visualforce to ensure the custom pages maintained a consistent, user-friendly brand aesthetic.

 

Impact: Cost Reduction and Strategic Visibility

  • Measurable Cost Savings: Achieved a 45% reduction in advertising transaction management costs through automation and centralisation.
  • Security & Compliance: The multi-layered security framework ensures that incorporated data and key business functionalities are protected from external threats.
  • Cross-Media Effectiveness: Improved the delivery of complex campaigns by providing the sales team with a clear view of available inventory and ad specs.
  • Data Integrity: Automated data validation and import processes have significantly reduced the margin for error in billing and accounting.
     

Client

The Challenge

QBurst Answer

Implementation

Impact