Boosting Media Business Efficiency: Your Comprehensive Guide to CRM and OMS Integration for Optimal Performance

The Ultimate Guide to CRM + OMS Integration

Media companies are turning to advanced data and tools to enhance the client experience in the fierce competition for a greater share of advertisers' wallets. At Boostr, we've witnessed the transformative power of technology, from identifying upsell opportunities to helping businesses close the books 10 days faster each cycle. 

As the push for unified data takes center stage within the media industry, one integration area has an outsized impact: connecting an organization’s customer relationship management (CRM) and order management systems (OMS). When these tools combine forces, productivity can skyrocket, helping Sales, Ad Ops, and Rev Ops teams alike become more proactive and free up valuable time from manual, error-prone tasks. Excitingly, we've condensed all these insights into an exclusive eBook—your guide to unparalleled efficiency in media management.

CRM + OMS: A response to industry challenges

Media companies are under increasing pressure to retain existing clients and attract new brands and logos to spur revenue growth. As revealed in our recent Boostr Media Ad Sales Trend report, the industry has seen a churn rate above 50%, signaling that relationships might not be as robust as perceived. Technology, particularly the integration of CRM and OMS, emerges as a crucial response to these challenges, promising a better client experience that can make or break long-term customer relationships.

CRM and OMS synergies 

As media companies gear up to face a more challenging landscape, the integration of CRM and OMS emerges as a game-changer. Rather than investing in separate solutions, combining these tools into a unified platform ensures seamless data flow across teams, from booking to billing. The power of this integration explored further in our eBook, includes faster sales cycles, automated alerts before issues become crises, and predictive analytics that can provide enhanced insights to sellers and better-performing campaigns for buyers.

“In general, lots of companies are thinking about consolidation,” says Jeremy Hines, Enterprise Account Director at Boostr. “I like to compare it to bundling your internet, cable, and phone subscription. It makes sense to combine the CRM and OMS—because there is less administration to be done and less technical consideration and effort.” 

Unlocking the efficiency: The benefits of CRM + OMS integration

Integrating your CRM and OMS solutions can yield great benefits for modern media organizations, including:

Cost savings 

Consolidation significantly reduces costs by minimizing the number of vendor partners and integrations. With fewer software fees and support service expenses, publishers can redirect these savings to areas that impact their business more profoundly.

Simplified tech management

Managing multiple APIs and platforms can pose unexpected challenges for many media companies, especially when technical expertise is lacking. A consolidated platform eliminates these challenges, providing a smoother workflow and reducing friction in the delivery process.

Smoother workflows 

When data is consolidated on a single platform, communication barriers between teams are eradicated. Sales, media planners, and Ad Ops teams can seamlessly collaborate without relying on APIs, ensuring faster and more strategic work and ultimately boosting morale.

More accurate forecasts

Combining CRM and OMS systems centralizes sales forecasts, booked inventory, and ongoing campaigns. This eliminates the complexity of managing data across multiple systems and leads to more accurate forecasts, bringing clarity to hierarchies, campaigns, and reporting.

As you embark on the journey of transforming your media business, our eBook, “The Power of Combined CRM + OMS,” is your comprehensive guide. It takes a deeper look into the conditions leading to the demand for CRM + OMS integration, the benefits of this synergy, and crucial considerations for selecting the right ad management platform. 

Ready to revolutionize your media business?  Download our eBook today. 

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