Microsoft Teams: A centralized hub for real-time communication, collaboration, and file sharing within the company. It combines chat, video meetings, calls, and shared workspaces. 

How it’s used: 

• Direct messaging and group chats for quick communication. 
• Video meetings and screen sharing for team check-ins or client prep. 
• Dedicated channels for departments, markets, or projects to organize communication and share updates. 
• Integrated file sharing through SharePoint or OneDrive. 

How it impacts sales: 

• Speeds up internal collaboration on proposals and client updates. 
• KEY: Reduces email clutter and ensures faster communication with your team. 

Microsoft Outlook: The company’s primary email and calendar system for managing communications, meetings, and scheduling. 

How it’s used: 

• Email communication with clients, prospects, and internal teams. 
• Calendar management for calls, meetings, and reminders. 
• Task lists, flags, and folders to organize follow-ups and correspondence. 
• Integration with Teams seamless scheduling. 

How it impacts sales: 

• Keeps client communication professional and organized. 
• KEY: Syncs with your CRM (HubSpot) for automated tracking of outreach. 
• Helps sellers manage time efficiently with reminders and shared calendars. 

SharePoint: A secure internal platform for storing, organizing, and sharing company documents, resources, and templates. 

How it’s used: 

• Hosts company announcements, onboarding materials, and shared assets. 
• Provides access to additional platforms by department (listed below) 

KEY PLATFORMS YOU CAN ACCESS VIA THE CMG HUB:  

• KEY: The Digital Marketing Library: Central repository for sales collateral, training documents, product guides. (Click Here to Access)
• Concur: accessed through the Finance department page, this is your platform to log and submit Travel & Expense reports (Click Here to Access)
• Thrive: HR Platform to view or update your HR data, enroll in benefits, view your paycheck and more (Click Here to Access)
• Edgucate: Online training platform for self-directed career trainings (Click Here to Access)  
• CMG Tech Connect: issues with your tech, use the tech connect page to chat with IT or submit an ticket (Click Here to Access)

HubSpot: A Customer Relationship Management (CRM) system that manages all sales, marketing, and client interactions in one place. 

How it’s used: 

• Tracks leads, opportunities, and active clients. 
• Logs emails, calls, and meeting notes automatically. 
• KEY: Manages your sales pipeline and forecasts revenue. 
• Automates follow-ups through sequences and task reminders. 
• Integrates with Outlook, ZoomInfo, and Current for full visibility into the sales cycle. 
• KEY: Supports prospecting through the use of Sequences  

How it impacts sales: 

• Keeps all prospect and client information organized and accessible. 
• Provides transparency into where every deal stands. 
• Saves time through automation, helping sellers focus on relationship-building. 
• Supports better forecasting and accountability for the sales team. 
• KEY: Pushes deals into CURRENT for proposal creation 

Click Here to Access Hubspot

Current: A proposal, analytics and campaign intelligence platform used to build, customize, and share sales presentations and proposals using live audience, impression, and market data. 

How it’s used: 

• Creates data-driven proposals and presentations. 
• Pulls in real-time digital campaign insights to show market opportunity. 
• Customizes product recommendations based on audience behavior and targeting. 
• Helps demonstrate value and ROI during the pitch process. 

How it impacts sales: 

• Makes proposals more compelling, credible, and tailored to client needs. 
• Differentiates your sales presentation with data-backed insights. 
• KEY: Reduces prep time for client meetings and proposals. 
• Bridges the gap between marketing data and sales storytelling.  

Click Here to Access Current

ZoomInfo: A data intelligence and prospecting platform that provides detailed company and contact information for potential clients. 

How it’s used: 

• Identifies ideal prospects by industry, location, company size, or job title. 
• Provides verified contact details (email, phone, etc.) for outreach. 
• Shows firmographic and technographic data to qualify leads. 
• Integrates with HubSpot for one-click lead import and activity tracking. 

Why it matters for sales: 

• KEY: Helps sellers build targeted prospect lists efficiently. 
• Improves outreach accuracy and response rates. 
• Reduces time wasted on bad data or unqualified leads. 
• Supports smarter conversations by arming reps with insights before the first call. 

Click Here to Access ZoomInfo

TopLine: a sales enablement tool designed for media and marketing sellers. It provides audience insights, industry research, and data-backed storytelling tools to help you create more compelling VBRs and increase your consultative prowess with prospects. 

How it’s used: 

• Research client industries and market categories to prepare for discovery and prospecting calls. 
• Access audience insights, category data, and business challenges to personalize pitches. 
• Use TopLine’s “Instant Impact” and “Category” reports to show prospects relevant data that supports their business case for advertising. 

Why it matters for sales: 

• Differentiates you with insights and data instead of generic pitches. 
• Builds credibility and trust with advertisers by showing that you understand their business and customers. 
• Helps turn prospecting conversations into consultative, needs-based sales discussions.  

WideOrbit: is the company’s traffic and billing system — the operational platform that manages inventory, scheduling, orders, and revenue tracking for broadcast and digital advertising. 

How it’s used: 

• Enter, manage, and schedule advertising orders for radio, TV, and digital campaigns. 
• Track available inventory, rates, and campaign delivery to ensure accuracy. 
• Integrate with proposal systems and billing to streamline the sales-to-traffic workflow. 
• Generate reports on revenue, pacing, and booked business. 

Why it matters for sales: 

• Ensures accuracy between what’s sold and what runs on-air or online. 
• Supports efficient operations by connecting sales, scheduling, and billing. 
• Reduces errors that can delay campaigns or impact client satisfaction. 
• Provides visibility into available inventory so sellers can price and position campaigns effectively. 

Pipeline: project management tool used by our creative department 

How you'll use it:

Request spec creative, campaign creative and updates to current creative 

Click Here to Access Pipeline

The Center for Sales Strategy (CSS): is a professional sales training and performance development system used by many media organizations. It focuses on helping sellers and managers improve through talent-based hiring, consultative sales processes, and revenue-focused coaching. 

How it’s used: 

• Provides structured training on the sales process, from prospecting to needs analysis and solution-based selling. 
• Offers talent assessments and coaching tools to help managers understand each seller’s strengths. 
• Delivers ongoing sales training content, workshops, and certifications focused on media and marketing sales. 
• Reinforces best practices in relationship selling, time management, and client retention. 

Why it matters for sales: 

• Strengthens selling skills through proven frameworks (like TALENT + TRAINING + STRATEGY). 
• Improves conversion rates by focusing on high-quality prospects and client needs. 
• Creates a consistent sales culture and process across the organization. 
• Empowers managers to coach more effectively and sellers to build long-term client partnerships. 

Click Here to Access CSS