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09/10/2014 – Jonathan Bonney, Kelly Joslin. CRMUG/TWCM 1.

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Presentation on theme: "09/10/2014 – Jonathan Bonney, Kelly Joslin. CRMUG/TWCM 1."— Presentation transcript:

1 09/10/2014 – Jonathan Bonney, Kelly Joslin. CRMUG/TWCM 1

2 Company Overview Time Warner Media Sells advertising on Time Warner Cable, Comcast, Verizon, AT&T U-Verse, Dish and DirecTV Advertising consists of traditional TV commercials, Mobile content ( WatchESPN App for tablets), Online (WebMD, ESPN.com etc.) 800 Account Executives, 300 Support staff, in 75 offices, spread across 5 Time Zones 2

3 Installation On-Premise installation with redundant Web and SQL servers. Primary Service Integrator is Strata Inc. Integrations include: MS Outlook CRM Plugin Strata Order Entry and Order Management product suite Adobe EchoSign CWR Mobility Closed revenue amounts (Billing/AR) ShowManager Planned Integrations include: Microsoft SharePoint Dynamics AX Marketo 3

4 Strata Inc. Media focused Sales and Purchasing software and data provider Company mandated user access through MS Outlook 4

5 5 I Advertisers Opportunities Client Analysis Various Forms Advertisers Contacts Marketing Request Forms Reports Production Request Forms Orders Finance Addresses eSignatures Dynamics CRM SALES TEAMS BUSINESS ECOSYSTEM Integration with the Order Entry/Management systems means Sales never leaves CRM to enter an order. Sales Linear Production Using CRM forms integrated with the production tracking system, Sales can request a spot to be produced for a client. Finance eSignatures obtained with Adobe EchoSign, are attached to Opportunities and reviewed by Finance teams with every Order. Enterprise Integration eSignatures Digital Production Production requests Digital orders Linear Production Production requests Client Solutions Marketing requests Customer Intelligence E-Mail Marketing

6 Mobility Field accessibility for Sales when on the road Limited to major entities only Company issued and maintained iPads Utilizing CWR Mobility 6

7 Appendix 7

8 Reports 8

9 Strata – TIM Order Management 9

10 CWR Mobility 10

11 CWR Mobility 11


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