Challenges
El Rosado operates a major chain of 241 supermarkets and retail stores throughout Ecuador. It saw the opportunity to monetize its retail footprint through advertising. The starting point was manual and fragmented:
- Advertising business ran on spreadsheets, with in-store assets and digital channels all booked, priced and reconciled by hand
- Advertisers, agencies and contracts lived in an ERP system with no unified CRM and no standard Lead-to-Contract process
- Store-level media inventory was tracked outside the system, so sales couldn’t see actual availability before quoting
- Mixed CPM, CPC and flat-rate pricing calculated in spreadsheets, quotes built bespoke, invoices reconciled back to SAP by hand
- No standard sales motion, limiting the team’s ability to scale
- El Rosado needed a purpose-built platform to scale its retail media business
Solution
El Rosado partnered with ideaHelix to build its retail media business on Salesforce Media Cloud, using a fast-track deployment model to go live in just 15 weeks.
What changed?
- Replaced manual advertising workflows with a native Salesforce Lead-to-Contract flow
- Migrated accounts and contacts from SAP with territory structure aligned to four verticals
- Modelled the full retail media catalog in Product Catalog Manager (PCM), from in-store material and media packages to rental space
- Automated Media Planner for line-item campaign configuration, with standard price lists across CPM, CPC and flat-rate models
- Enabled formal PDF quote generation and structured XLS invoice export back to SAP
- Delivered real-time physical inventory visibility at store, section and asset level, bookable directly from the Opportunity
- Built a scalable Media Cloud foundation ready for further phases: self-service agency portal, Google Ad Manager integration, and print and out-of-home expansion