Salesforce CRM Supports Growth for an AI-Driven AdTech Company

Industry

Marketing Technology

Services

Salesforce ImplementationSales Cloud

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlows

Challenge

An advertising technology company applies intelligent decision-making technology to optimise promotional messaging for images.

As its customer base grew, it needed a CRM that matched its fast-moving sales process:

Pipeline tracked in spreadsheets.
No central view of customer accounts.
Manual reporting for investors and leadership.
Growing sales team.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the adtech company's processes and goals.

Sales process

Pipeline stages and products configured for the company's offering.

Account management

Customer accounts, contacts and campaigns tracked centrally.

Automation

Follow-ups and renewals automated with Flows.

Dashboards

Real-time pipeline and revenue reporting.

AdTech Company solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

A scalable CRM for a growing sales team.
Clear pipeline visibility.
Automated follow-ups and renewals.
Instant reporting for leadership.

AdTech Company

Facing a similar challenge? Talk to Winklix about what we could build for you.

Contact Winklix

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Challenge

An advertising technology company applies intelligent decision-making technology to optimise promotional messaging for images.

As its customer base grew, it needed a CRM that matched its fast-moving sales process:

Pipeline tracked in spreadsheets.

No central view of customer accounts.

Manual reporting for investors and leadership.

Growing sales team.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the adtech company's processes and goals.

Sales process

Pipeline stages and products configured for the company's offering.

Account management

Customer accounts, contacts and campaigns tracked centrally.

Automation

Follow-ups and renewals automated with Flows.

Dashboards

Real-time pipeline and revenue reporting.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

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Read full post

Online Fitness Community

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B2B Services Company

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Read full post

Essential

Analytics

Marketing

Salesforce CRM Supports Growth for an AI-Driven AdTech Company

Challenge