Sales pipeline
Organise advertising and partnership opportunities.
Explore Sales pipelinePixie CRM for publishers, media businesses, content studios and advertising-sales teams
CRM for Media & Publishing
Media relationships involve commercial opportunities, content commitments and delivery dates. Pixie can connect the advertiser or partner relationship with proposals, projects and billing administration. The team gains a clearer place to find what was promised, who owns the next action and which questions remain open.
Media & Publishing · A connected workflow
Connect advertisers and partners to the work you publish.
Illustrative process · configured around your team
- 01Develop the relationship
- 02Agree the commitment
- 03Coordinate production
- 04Review the account
How Pixie fits your business
Connect advertisers and partners to the work you publish.
A commercial commitment can be lost when the sales brief moves into production. Keeping the agreed deliverables and decision contacts available helps colleagues prepare a more reliable handover.
For publishers, media businesses, content studios and advertising-sales teams, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from develop the relationship to review the account. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for media & publishing; the final process should reflect your service model and the systems you already use.
- 01
Develop the relationship
Record advertiser or partner objectives and the next sales action.
- 02
Agree the commitment
Document the proposed commercial deliverables and assumptions.
- 03
Coordinate production
Assign administrative milestones, approvals and customer updates.
- 04
Review the account
Prepare billing and discuss the next appropriate opportunity.
Build around the work you do
Relevant modules for media & publishing.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Proposals
Keep the proposed deliverables with the account.
Explore ProposalsProject management
Coordinate production-administration milestones.
Explore Project managementTasks & workflows
Assign review and customer-update actions.
Explore Tasks & workflowsInvoicing
Prepare agreed commercial billing.
Explore InvoicingSubscriptions
Assess recurring publication or service administration.
Explore SubscriptionsAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Assess publishing systems, ad serving, rights management, circulation and content-production tools separately. Define the approved deliverable and the authoritative evidence of publication.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from media & publishing teams.
Use these answers to shape the conversation about your proposed configuration.
Can our editorial systems stay separate?
Yes. Keep editorial production in the appropriate platform and define the limited commercial references the CRM needs. Agree who confirms delivery before billing or account follow-up proceeds.
Which modules should our team start with?
Start with the relationship record and the most important handover in your media & publishing process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in develop the relationship and review the account. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real media & publishing customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.