Media Sales CRM

Built to help sales teams
spend more time selling
& less time searching.
25% of CRMs fail in the first year.
Efficio has more than a 90% retention rate.

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Other CRM

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Efficio

Find your information faster

Efficio CRM can help you quickly find your client and station information. At the click of a button, view everything including Contacts, Production Requests, Sales Activity, Agencies, Traffic Billing, Aging, Miller Kaplan, Avails, Proposals, Pending Dollars, Peer AEs, and much more. Efficio integrates with over 20 industry providers, and that list is always growing.

Improve Sales Team Focus

Efficio offers robust strategic account management tools to help prioritize and create focus. Reps can only handle so many accounts effectively. We also support and are well educated on CSS and Creative Resources sales strategies.

More Complete Account Picture

Just viewing basic CRM data isn’t enough any more. Efficio CRM brings all your related Account data to the surface. Viewing a single account grants you a full picture including contacts, activities, agencies, locations, historical Avails, monthly billing, accounts receivable, and peer AEs for combining timeline information.

Get the Answers You Need

We’ve spent 15 years learning from media sales experts like yourself. We’ve also sold for a combined 150 years. We get media and can support you and your team. Let’s figure out how to make Efficio work for YOU!

Better Account Hand Off

Everything tied to an account goes to the new rep. Why rely on one rep not getting it done, transferring all the knowledge providing full transparency to the entire account profile? Traffic only shows you what what an individual rep billed, not what the AE’s current account list billed.

Easier One-on-One’s with Our Reps

One-on-one’s just got a whole lot easier. Efficio creates transparency between managers and AEs. The AEs know what to expect, and the manager has the tools to inspect..

Less Time Learning

It’s so easy your [fill in the blank here] can do it. Usability is the core focus. Efficio is responsive to client feedback to make it intuitive and easy to use.

Prevent Rep Overlap

With Efficio there is no overlap. You either own it or you don’t. There is no debate. Each request is timestamped to eliminate this headache.

Forecast & Goal Management

We encourage reps to put in consistent data, goal transparency, levels, rollup, etc

Traffic Sync by Efficio

Traffic Sync allows a seamless integration of traffic information into Efficio. The two systems sync data throughout the day, making the operation much more efficient. Customers wanting to take advantage of Traffic sync need only to contact their Efficio sales representatives.

CRM Features

These are just some of the CRM features we have to offer.

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Strategic Account Management

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Advanced Pending/Forecasting

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Account Goal Planning

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Budgets and Reforecasting

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Reporting Intelligence

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Outlook and Google Integration

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Current AE List Billing

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eMarketing

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Accounts Receivable

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Miller Kaplan Zero Share Reports

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Extended Traffic System

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Contact Management

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Budget Management

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Projections

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Forecasting

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Activity Tracking

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Mobile

N

Report Cards

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Account Request System

N

Avail Notifier

N

Avail Tracking

N

Miller Kaplan X-Ray Integration

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Email Marketing System

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Google Apps Integration

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National Pending

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Cloud Based CRM

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Efficio Yield Integration

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Efficio Corporate Rollup

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Email Notifications

Ready to get started?

Schedule a demo or ask a question.