Client: VIZIO
TECHNOLOGY
- Salesforce Media Cloud
- Salesforce CPQ
- Salesforce Billing
ABOUT CLIENT
VIZIO designs and manufactures consumer electronics, best known for its high-definition televisions and audio equipment, with a Platform Ad Sales business operating across the connected TV market.
NEED
VIZIO’s Platform Ad Sales team was working across a fragmented technology landscape spanning Inscape and SmartCast, with manual processes and disjointed CRM systems sitting between them. To scale and secure revenue growth in the connected TV market, the business needed to unify order management, forecasting, and billing rather than continue reconciling them by hand.
APPROACH
CloudMasonry delivered a phased transformation to unify VIZIO’s dual Salesforce instances, establishing a media-focused foundation before building revenue management on top of it.
- Phase One consolidated the Inscape and Platform orgs into a single instance built on Salesforce Media Cloud.
- Phase Two deployed Salesforce CPQ with bi-directional synchronization, automating order, financial, and revenue management.
- Phase Three completed the ecosystem with Salesforce Billing, delivering an end-to-end quote-to-cash process across all advertising and media operations.
- Successive billing releases and enhancements extended the platform as VIZIO’s advertising business grew, including programmatic redesign, cash application, and insertion order ingestion.
OUTCOME
VIZIO’s advertising and media operations now run on a single connected platform, with quote-to-cash automated from order through billing in place of the fragmented tools and manual reconciliation the Platform Ad Sales team worked around before. Order management, forecasting, and billing sit in one media-focused Salesforce foundation, so the team can bring new advertising products to market faster and manage revenue with far less manual effort. What were two disconnected Salesforce instances is now one system supporting the full advertising and media operation as the connected TV business scales.
- Advertising and media operations running on a single connected platform.
- Quote-to-cash automated from order through billing.
- Order management, forecasting, and billing unified in one media-focused foundation.
- New advertising products brought to market faster with less manual effort.
