Media Sales CRM
spend more time selling
& less time searching.
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
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.
These are just some of the CRM features we have to offer.
Strategic Account Management
Account Goal Planning
Budgets and Reforecasting
Outlook and Google Integration
Current AE List Billing
Miller Kaplan Zero Share Reports
Extended Traffic System
Account Request System
Miller Kaplan X-Ray Integration
Email Marketing System
Google Apps Integration
Cloud Based CRM
Efficio Yield Integration
Efficio Corporate Rollup
Ready to get started?
Schedule a demo or ask a question.