ShareBuilder CRM

Designed for media sales teams, our platform simplifies account management, tracks pending dollars, and provides powerful financial reporting.

General

• Logging into ShareBuilder CRM
• 10 Minutes A Day In ShareBuilder CRM

Dashboard

• Best Practices - Dashboard
• Market - CRM's Home Page
• Next Steps
• 1-on-1 Overview

Companies

• All Companies
• Best Practices - Companies
• Add, Transfer, or Delete an Account
• Approve, Challenge, or Share an Account
• Strategic Account Management
• Export an Account List

Contacts

• Associate an Agency Contact with an Account

Activity

• Add an Activity
• Transferring Activities

Pending

• Best Practices - Pending
• Add Pending
• Report Card
• Sales Funnel
• Update Pending Status

Sales Analysis

• Quick View
• Forecast
• Budgets
• Product Categories
• Account Billing
• Accounts Receivable

Options

• Manage Activity Types
• Manage Pending Stages and % Confidence Defaults
• Manage Account Product Categories
• Managing Team Members in ShareBuilder CRM

Mobile

• ShareBuilder Mobile App

Integrations

• vCreative Integration
• Zapier