Customer Story | Vision Media
How Vision Media Achieved Real-Time Revenue Visibility in Salesforce
"The GSP Product Schedules app is a great product, both from the solution itself, the team that provides the support, and everything that goes with it."
John Crick
VP of Business Operations
Vision Media's management team wanted deeper insights into revenue forecasting to drive the business forward.
However, relying on a combination of Salesforce and disconnected spreadsheets made it difficult to consistently track scheduled revenue or compare actual income with signed-off customer projections.
Fortunately, embedding the GSP Product Schedules app into Salesforce solved these problems. The team now has real-time, accurate visibility of forecasted revenue over time, essential management information on actuals, and streamlined processes that no longer rely on manual input or spreadsheets.
THE CHALLENGE
Too Many Spreadsheets and Not Enough Clarity
When Vision Media first implemented Salesforce, the company tried to accommodate multiple business units simultaneously. As John Crick, VP of Business Operations, explains, “We were trying to fit so many different business units into Salesforce, but it really wasn’t being used in the way we needed it to be.”
One major consequence of this was poor revenue forecasting and difficulty comparing customer invoices with the agreed-upon spending.
The team was also heavily reliant on disconnected Excel spreadsheets with no straightforward way to report on actual forecasted revenue within Salesforce.
However, a management buyout in 2024 brought a new focus to Salesforce.
Jason Deadrich, CEO, wanted to “use Salesforce as his day-to-day lens into what the business is doing from a sales and revenue standpoint.”
THE SOLUTION
A New Way to Use Product Schedules
Vision Media turned to the Product Schedules app to structure and clarify its data.
Native to Salesforce, the app provided the team with a robust way to track revenue and invoice data at the opportunity product level. Now, instead of chasing updates across spreadsheets or relying on separate systems, the team now has immediate visibility of all critical sales projections and forecasts income into the future.
THE OUTCOME
Greater Visibility and Better Control
With the Product Schedules app now integral to their workflow, Vision Media has gained visibility and control over its revenue data. The team no longer chases updates or gathers information from multiple sources; everything is now available, up-to-date, and all in one easily accessible place.
John remarks, "The app gives us a clear picture of what our opportunities are going to do for us from a revenue standpoint, and how they contribute to our long-term financial strength."
For the CEO, it means he can quickly log into Salesforce at any time to get a real-time snapshot of how different sales streams are contributing to the month, quarter, and beyond - all without relying on manual reports or spreadsheets.
How Get Out of Spreadsheets and Into Salesforce
Learn how the Product Schedules app can simplify your forecasting and give your leadership team the revenue insights they need without leaving Salesforce. Complete the contact form below to get in touch.
About Vision Media
A trusted entertainment partner with over 37 years of experience, Vision Media helps entertainment leaders securely share their video content and scale their outreach.
The company streams videos digitally across over 135 countries and serves large motion picture studios, entertainment guilds, distributors, and content owners.
