Who is this training for?
- Sales teams
Prerequisites
- Knowledge of the players in the advertising ecosystem: advertisers, media agencies, sales houses…
- A good grasp of the principles of commercial negotiation in advertising: gross, net, discount cascade, agency mandate aggregation…
Training objectives
- Master the different types of quotes
- Track quotes from entry to conversion into a campaign
Training programme
1/ GENERAL CRM PRINCIPLES
2/ QUOTE MANAGEMENT
Rule for users with the “Sales” profile
Ribbon options
Quote list
Principles applying to quotes
3/ STANDARD QUOTE
- Media outlets panel
- How the locks work
4/ NET QUOTE
- Budget information panel
- Media outlets panel
5/ QUOTE BY MEDIA OUTLET
- Budget information panel
- Media outlets panel
6/ CONVERTING A QUOTE INTO A CAMPAIGN
- Workflow reminder
- Setting the “Accepted” status
- Displaying any missing items
- If all items are complete, the quote is accepted:
- Creating the package in Media Pilot
- Key points
Assessment
Trainees are assessed at the start and end of the session.
A satisfaction questionnaire is completed at the end of the training.
Key features of this training
Small groups of 4 people maximum
One computer per participant, running the client's test environment
Practical exercises on the test database using the client's commercial terms
Duration
2 days
Price
From €950 excl. VAT / day
Format and lead time
Training can take place at the client’s premises once the prerequisites have been confirmed, at our premises (54 rue de Clichy, 75009 Paris, France) or remotely via Teams. Training can start within 15 working days of the quote being signed, subject to trainer availability.
Accessibility
Our training is open to people with disabilities. Our premises are not accessible to wheelchair users. Disability officer: Marie-Alix Rohart, marohart@adwanted.com. We reply within five working days. If the required adjustments are beyond CSE’s means, we will refer you to the appropriate organisations.
Some of our clients
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Would you like more information or a quote?
Our team is here to help.