Since Clients & Profits was designed especially for the advertising industry, you'll probably feel familiar with it after only a few days. It's made to move you smoothly through the steps that every job goes through: estimating, trafficking, costing, and billing -- the same steps you go through now. But instead of using a manual system of job jackets and forms, everything will be in Clients & Profits.
Media
Calendar The Media Calendar is a useful tool for
managing media. Media calendar entries can be entered at
any time to help users remember important media-related
dates, such as client presentations, vendor meetings,
conferences, and planning sessions.
Media
Briefs (campaigns) A media brief is a worksheet that the media
department can use to define and document the media process your agency
follows to purchase media. It helps outline what needs to be accomplished
by the media purchased.
Media
Estimates A media estimate can contain one or
more media buys. Each media buy appears separately as a
line item on the printed media estimate. The media buy is
customizable; you can enter custom headings for each of
the buy's five fields. Since the media estimate is
designed primarily for print media, the standard column
labels are: publication, issue date, close date, ad
number or caption, and ad size.
Broadcast
Media Plans Like a print plan, a broadcast media
plan is similar to a job ticket: it is opened for one
client, has a number to track it, can be changed many
times as needed, and printed for a client's approval. A
broadcast media plan is made up of one or more media
buys. A broadcast spot buy is made for each station that
is part of the media plan.
Print
Media Plans A print plan is similar to a job
ticket: it is opened for one client, has a number to
track it, can be changed many times as needed, and
printed for a client's approval. A print plan is made up
of one or more media buys. A media space buy is made for
each publication that is part of the print plan. A print
media plan can contain dozens of space buys. Each space
buy features up to twelve different insertions for each
month of the year.
Insertion
Orders / Broadcast Orders Print insertion and broadcast orders account
for purchases you make from vendors on a client's behalf. They are
not required by Clients & Profits, but give you control over your media
buys. That's because media orders provide written verification
for the print ads and tv/radio spots you order. Anyone can add their
own media orders, up to a user-defined dollar limit. Media orders
have at least one job and task, but can contain several for better
cost accounting.
Media
Traffic The Media Traffic window gives media
planners and buyers a one-stop place to check upcoming
deadlines for space closings and materials due.
Stations
Clients & Profits keeps a detailed table of the stations you use
on broadcast media plans. A broadcast media plan is composed of different
spot buys for a two-week period. Each program/time is added as a separate
spot buy on a broadcast media plan, along with the number of spots that
will run each day of the flight.
Publications
Clients & Profits keeps a detailed listing of the publications you
use for media print buying. Each publication belongs to a vendor in
the Vendor table. One vendor can have dozens of publications, each with
its own collection of various ad sizes and rates.
Media
Billing Goals... The Media Group Performance - Trend Analysis
report compares actual media spending for each kind of media with the
media department's billing goals. For these reports to work properly,
the shop's billing goals for each media kind must be entered in the
Media Goals window.
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