Quick summary (30 sec)
Manage advertiser relationships, prospects, opportunities, proposals, deals, activities, forecasts, and renewals.
What is it?
Direct Sales CRM helps you run publisher sales pipeline in CRM inside Verion Ads. Direct Sales CRM is an AdTech module on Verion Ads that helps publishers and buyers run publisher sales pipeline in CRM with clearer commercial control.
Why use it?
Manage advertiser relationships, prospects, opportunities, proposals, deals, activities, forecasts, and renewals.
When to use — and when not
- Use when your goal matches Advertising Sales CRM.
- Do not use if the menu item is hidden — the feature is OFF for you.
How it works in Verion
Open the Advertising Sales CRM module, configure the monetization control, then validate on a live/verified site.
Who it is for
- Publishers optimizing AdTech stack
- Buyers in PMP or guaranteed deals
- Ad ops teams managing yield
Step-by-step
- Open Direct Sales CRM from AdTech modules (feature=adtech_crm).
- Confirm domain/tag prerequisites and plan access.
- Configure partners, floors, or deal parameters for your goal.
- Launch on a subset of zones first.
- Measure fill/yield impact and roll forward carefully.
Best practices
- Change one major yield lever at a time.
- Protect brand inventory with Publisher Protection rules.
- Use Revenue Intelligence to validate module impact.
FAQ
What problem does Advertising Sales CRM solve?
Use Advertising Sales CRM when you need structured monetization controls beyond classic exchange listings.
What usually blocks Advertising Sales CRM?
Most often: domain verification, module plugin, and plan entitlement Feature key: adtech_crm.
Troubleshooting
Cannot open or use Advertising Sales CRM
First check: domain verification, module plugin, and plan entitlement. Requires the operator to enable the “adtech_crm” plugin when it is gated.
Advertising Sales CRM runs but results look empty/wrong
Confirm the module is enabled and related inventory/tag setup is complete for Advertising Sales CRM.
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