5 Reasons Your Team Needs Salesforce Maps

5 Reasons Your Team Needs Salesforce Maps

Not aware of Salesforce Maps? In a nutshell, using Salesforce Maps allows sales reps to make more money at their desks or in the field. They can free up more time to sell by decreasing time spent planning, driving, and tracking field activities. Utilizing Salesforce Maps (formerly MapAnything) turns the Salesforce experience interactive by displaying all of your Salesforce data on a map. Your teams can easily visualize all of your accounts, log calls, send emails, and create new events/tasks directly from the map.

The Big Five

So if an all-encompassing data visualization, routing and scheduling, and optimized lead generation system is collectively missing from your sales process, here are five reasons that make Salesforce Maps integration – which Ad Victoriam is accredited for – a no-brainer for your team’s success.

1. Map-Based Visualization

Better understand hard-to-find data on a map-based interface and make location-driven decisions that drive productivity. Also, uncover new opportunities to produce revenue by seeing which accounts are nearby anchor accounts while planning a sales route.

2. Optimized Routing

When you have the ability to optimize routing, you can build and launch routes that cut down on windshield time, cross-town driving, and lower mileage or gas costs. In addition, you will ensure timely arrival to high-value prospects and customers, thus building robust pipelines using accurate prospect data and territory visualization.

3. Prioritized Scheduling

A seven-day schedule can be optimized with visits prioritized based on Einstein or Pardot scores, or potential revenue to spend the most time with the most valuable customers and prospects. From there, easily view the schedule via exchange-based calendars on mobile or desktop.

4. Lead Generation

With a Salesforce Maps integration, you have the ability to access necessary data to turbocharge your prospecting efforts and marketing campaigns. You also have the ability to fill schedule gaps with nearby opportunities and more.

5. Mobile Compatibility

While on the road, you can easily automate the admin processes, like check-in and check-out, via a mobile device. Additionally, your team can utilize voice command turn-by-turn directions and turn on real-time traffic alerts to safely maintain productivity.

Is extending the power of your sales and service professionals your challenge? Ad Victoriam’s certified consultants can integrate a Salesforce Maps intelligence solution for you starting today! Just fill out the form below, or click here and we’ll connect with you quickly!

 

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6 Top Salesforce Spring ‘20 Release Highlights

6 Top Salesforce Spring ’20 Release Highlights

Ready for spring? Salesforce is too, as their Spring ‘20 Release will be globally available on February 17, 2020.

To help get you ready for the Spring ‘20 Release, Ad Victoriam’s certified consultants have poured through the latest Salesforce innovations across mobile, industry solutions, content management, AI, and more to highlight six of the standout new features.

1. Run Flows Without Worrying About User Permissions with System Mode

AdVic Note: It’s taken a while, but this Ad Victoriam-suggested idea has finally been delivered by Salesforce. We’re excited about the possibilities here within screen flows!

Salesforce Overview: Normally, how a flow is launched determines whether the flow runs in the context of the user or the system. Now you can bypass the running user’s permissions by setting your flow to run in system context with sharing. The flow still respects org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories, but it ignores object permissions, field-level access, or other permissions of the running user.

Run Flows Without Worrying About User Permissions with System Mode

 

2. Display Questions Based on Participant Responses

AdVic Note: This gives your customers a better experience when filling out a survey. Less clicking between pages to get additional information.

Salesforce Overview: Choose which questions your participants view on a page. Based on how participants respond to the previous questions on a page, decide which questions they view next.

Display Questions Based on Participant Responses

 

3. Customize When Prompts Appear to Users

AdVic Note: Admins can now customize the onboarding experience for Users.

Salesforce Overview: Quickly change the amount of time to delay prompts. Decrease the global delay time to accelerate onboarding prompts or increase the delay to spread out announcements and updates. Ignore the global delay time to show a prompt when a page first loads or to show multiple prompts a day without changing the global delay time for all prompts.

Customize When Prompts Appear to Users - 1

To ignore the global delay time, check Show prompt when the page loads on the Schedule page when creating a prompt.

Customize When Prompts Appear to Users - 2

4. Assign Tasks to a Queue to Share Work Efficiently

AdVic Note: Ad Victoriam’s certified Salesforce consultants have collectively labeled this Spring ‘20 Release “a big one!”

Salesforce Overview: Let sales reps share their workload by setting up queues for tasks. Reps can assign tasks to their shared queues, and then individuals can take ownership of those tasks from the queue’s list view.

Assign Tasks to a Queue to Share Work Efficiently - 1

How: In Setup, enter Queues in the Quick Find box and then select Queues. From the Queues setup page, select New. Then, create a queue and assign Task as the supported object.

Display Questions Based on Participant Responses

5. Welcome to the New Salesforce Mobile App

AdVic Note: It’s always great to get an app update, but this Spring ‘20 Salesforce Mobile app update, in particular, offers some great admin customization options.

Salesforce Overview: The new Salesforce Mobile app is going prime time! The new app debuted in Winter ’20. In Spring ’20, all active Salesforce mobile app users, including Salesforce Classic and Lightning Experience users, get upgraded to the new Salesforce mobile app. Admins get access to more customization options. End users get an intuitive UI, faster performance, and familiar Lightning features that make switching between desktop and mobile easier than ever.

Welcome to the New Salesforce Mobile App

6. Update and Deploy Lightning Communities with ExperienceBundle

AdVic Note: This is a step in the right direction for deploying communities. Communities have often seemed to be overlooked when it comes to deploying because the Metadata is often lacking around the Community.

Salesforce Overview: The ExperienceBundle metadata type, which was previously available as a pilot program, is now generally available. ExperienceBundle provides human-readable, text-based representations of the different Experience Builder settings and site components, such as pages, branding sets, and themes. Whether it’s for your own org or you’re a consulting partner or ISV, quickly update and deploy Lightning communities using your preferred development tools, including Salesforce Extensions for VS Code, Salesforce CLI, Workbench, or your favorite IDE or text editor.

Update and Deploy Lightning Communities with ExperienceBundle

And if those AdVic team-chosen highlights from the Spring ’20 Release haven’t whet your appetite enough, you can see even more top new features for each product category in Salesforce’s library of demo videos, here.

If you need help implementing any of the Spring ’20 Releases, you need a partner with extensive knowledge, depth of experience, and proven customer success. The Ad Victoriam team is ready to help you figure out your needs now! Just fill out the form below, or click here.

 

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Innovative Technology that Drives Manufacturing Sales

Manufacturing Technology Salesforce CRM

Innovative Solutions for Manufacturing

Technology now exists so companies no longer have to be held back by the old ways of doing things. Manufacturers can replace legacy tools and siloed spreadsheets so sales teams can better serve customer needs and compete in the current landscape. An independent survey by Confirmit found organizations that adopted a CRM solution saw a 39% improvement in forecast accuracy, a 32% boost in sales productivity, and an overall 23% increase in sales. 

Cloud CRM

A cloud customer relationship management (CRM) solution allows sales reps to create deeper, more meaningful relationships with each and every customer. Real-time information and interactions can be carefully tracked, so quick decisions can be made and reps are better equipped to close deals.

Integration with ERP

An Enterprise Resource Planning (ERP) locked in a legacy back office system does little good when it comes to driving efficiency. The right integration tool unlocks and connects back office ERP to front office systems, so manufacturers can better manage distribution and supply chains and meet product demand. This access is also key to building a rich customer profile.

Data & Analytics

In manufacturing, sales teams not only need customer data to be accurate, but they also need to be able to successfully interpret it so they can make better decisions. Adopting an analytics tool can help reps uncover new opportunities and better sell to customers.

Related: Watch the on-demand webinar for manufacturers: Harnessing Data & Automation to Drive Sales Performance. 

Sales Benefits for Manufacturers

Once the old, outdated process and systems are out and the new ones are in place, manufacturers can expect numerous benefits. In fact, companies that adopt cloud technology to coordinate and collaborate with their sales teams, and across their organizations, enjoy a big advantage as a result.

Improved Relationships

Salespeople have better relationships with customers due to a 360-degree view of their history and needs, leading to more opportunities. Salespeople have access to clean data and are able to ensure supply is in place to meet demand for additional orders. It’s also a great way to stay ahead of customer expectations.

Better Efficiency

Reps waste less time on non-productive, manual tasks, are more efficient, and can spend more of their efforts improving the bottom line. Employee frustration from working in complex systems is minimized. This helps manufacturers retain staff longer, with less turnover, particularly key during this time when talent is especially needed.

Increased Sales

When it comes to Salesforce CRM specifically, a 2014 independent third-party survey by Confirmit found organizations that adopted the solution saw a 39 percent improvement in forecast accuracy, a 32 percent boost in sales productivity, and an overall 23 percent increase in sales.

Related: Watch a complimentary on-demand manufacturing focused webinar today. 

 

SalesforceDataManufacturingWebinar_Image_Feb19

Prepare for Your Next Open Enrollment Now

Prepare for Your Next Open Enrollment Now

For those of you in the payer space, congratulations! You just recently put to bed the Open Enrollment for 2019. So, how did it go?

At this early point here in 2020, you might be asking yourself several questions, including:

  • What can my company do now to attract new customers for the next Open Enrollment period later this new year?
  • What new tools and processes can we implement in the coming weeks and months that will make our internal operations and systems work more efficiently for the next open enrollment period and beyond?

Your 2020 Focus

As you begin to think about attracting new customers for your next Open Enrollment period later this year, it’s important as a payer that you also focus on guiding members along their entire care journey. Offer them a personalized, relevant, and timely marketing experience. And if you focus on those critical member experiences you are guaranteed that you will be delivering overall member satisfaction as well as retention.

Let’s explore some ways you can accomplish those goals.

Attracting New Customers

If you’re like most payers, you invested heavily in digital ads for the next Open Enrollment period in an effort to attract new customers. Use this time now to look at how your company’s ads performed and then make the necessary adjustments for when your ad campaigns will start later this year.

In evaluating your 2019 ad campaigns for 2020 adjustments, keep these Salesforce suggestions in mind:

  • Use your current member profiles to model the next ideal member. Create look-a-like audiences based on first-party data, as that can have a massive impact on ad spend for the 2020 Open Enrollment period.
  • Consider using a single view of your customers. On average, Salesforce says most marketers use 15 different data sources, yet only 47 percent of marketers say they have a unified view of their customers.
  • Target the right people for programs you want to expand. The goal here is to not miss out on reaching your key employer customers because you didn’t set up the right audiences.
  • Connect your databases with a data marketing platform (DMP), which can help you quickly identify customers and prospects and personalize content for each audience. This unified view will also help you understand who has already seen your content, so you can maximize your ad budget by making sure they don’t see it again.

AdVic Extra: Watch our recent related webinar: “Connecting Data to Transform Payer-Member Relationships”

The Connected Patient Journey

In 2020, your customers – present and future – expect more from you than just transactional emails, they expect a great brand experience. Just as important as your company’s products and services, the brand experience you offer must differentiate you from your competitors.

So, what have you done to establish a great connected patient journey? You know, those seamless customer experiences that go beyond email and happen across other critical touchpoints including mobile, advertising, the web, direct mail, sales, commerce, and service.

And one often neglected, yet important cog in the connected patient journey wheel is onboarding. The Open Enrollment period provides payers a great opportunity to understand what and does not work in the process. As an example, new members will surely have questions about your offerings and helping through the onboarding process goes a long way to keeping them happy enough to stay with you into the next season.

And don’t forget to re-engage with your existing members with your offerings as part of a continued connected journey. Communicate program changes and give them educational materials to make their healthcare journey even more personal and productive. Doing so helps them to feel confident that they are in the right program.

From attracting new customers to creating and implementing connected patient journeys, Salesforce Marketing Cloud for Healthcare Payers can help you accomplish those strategic goals and more. Want to know more? Ad Victoriam’s consulting team is ready – right now – to help you implement your secure and scalable Salesforce CRM for Healthcare solution. We will make sure you are ready to flawlessly execute throughout the 2020 Open Enrollment season later this year and beyond.

 

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Connecting Systems to Unlock Opportunities

Connecting Systems to Unlock Opportunities

When a company experiences rapid growth, often technology platforms are pushed beyond their original capability in an effort to keep pace. This can lead to a tangled web of disconnected systems and, in turn, disconnected processes and data. Twiddy & Company faced this exact situation and engaged Ad Victoriam to help them re-engineer their technology landscape and connect their systems. This successful collaboration has achieved Twiddy’s end goal – unlocking opportunity by creating an integrated view of their customers and gaining the important touchpoints they sought with their guests and homeowners.

The Twiddy Challenge

Twiddy & Company is a family-owned and operated vacation rental management company. They are located in the beautiful Outer Banks of North Carolina. They have been providing quality service and Southern hospitality for over 40 years. Specifically, Twiddy offers over 1,100 vacation rentals throughout the Outer Banks of North Carolina.

Twiddy’s technology challenge centered on having several separate legacy systems that each managed a specific aspect of the business. This forced the company to manually stitch together an aggregated view of their data. That consumed valuable analytical resources and causing loss of productivity. As a result, they were performing many manual processes to make their technology systems work together. This lengthened response times, created missed opportunities and made it harder to communicate efficiently with guests and owners.

The AdVic Solution

After a thorough analysis of Twiddy’s systems, challenges and detailed discussions of their end-state vision for a modern platform, the AdVic consulting team led the implementation of a complete Salesforce solution that included:

  • Salesforce’s Service Cloud and Marketing Cloud in Lightning Experience
  • Integrating Twiddy’s backend reservation system with Service Cloud to create an integrated view of all customer information in one central location
  • Replacing their email request/sales inquiry system with Service Cloud functionality
  • Configuration of objects to capture the required data for analysis
  • Custom-built reports and dashboards for quick access to actionable data
  • Providing end-user and admin training on system maintenance

“AdVic has been a wonderful thought partner. Their entire team has been extremely helpful. They listen to our problems, present solutions, and help us integrate our disparate systems into one comprehensive Salesforce ecosystem. We’re finally implementing what we’ve been dreaming of – one truly integrated technology platform to help us deliver best-in-class Southern hospitality.” Blake Stockslager, CIO, Twiddy & Company

Connected Systems Yield Results

So, with their newly implemented Salesforce system now operational, Twiddy is starting to see results. Marketing Cloud-enabled data segmentation has given them targeted messaging and campaign execution. That eliminated the need for sales to manually aggregate and clean the data. Twiddy has also been able to automate marketing campaigns through the use of Marketing Cloud Journeys, which frees up their marketing team to focus on new, high-value initiatives.

Other highlights of Twiddy’s new, integrated technology platform include:

  • Sales teams can now view and act on marketing campaign information within Sales Cloud making marketing history readily available
  • Data is now captured in new custom objects increasing data visibility and personalized marketing outreach
  • With newly installed Sales Manager Dashboards, sales reps can now view KPI’s so they can better manage and drive top event-related Opportunities.

Is your company not thriving the way you know it should? Are you trying to survive in a disconnected data systems world? Ad Victoriam’s certified Salesforce consultants are ready to remedy that for you. Let’s talk today!

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Field Service Lightning Connects Your Workforce

Field Service Lightning Connects Your Workforce

Salesforce’s Field Service Lightning (FSL) was designed to connect your workforce, enabling them to deliver intelligent and productive on-site services. It allows for faster delivery and smarter and more personalized service from the phone to the field on one platform. But the truth is, FSL does so much more.

Smarter and Faster Service

When it comes to helping your team work smarter, FSL greatly improves not only the customer experience, but you also get more productivity from your field agents on every call. Just think how beneficial it would be for your company if you could locate the closest field agent or technician in proximity to a customer or match them with a representative that has the right skill set to get the job done.

And with the help of equipment and inventory management tools, every field agent can be equipped with the proper tools and sufficient knowledge to get the job done – the first time – to the customer’s satisfaction.

And when it comes to working faster, using FSL’s Einstein-enabled artificial intelligence could, for example, help a dishwasher repairman who needs to replace a water inlet valve to simply snap a picture of the valve, and Einstein will quickly identify the exact product type—saving time for the customer, repairman, and the company.

Manage Jobs 24/7 from Anywhere

Without question, the biggest advantage companies will get from implementing an FSL solution is mobility, 24/7 from anywhere. Premium FSL features that your field agents can bring to their on-site jobs – even without a connection – include:

  • Knowledge articles
  • Real-time collaboration
  • Instant access to job schedules
  • Stock and inventory visibility
  • Barcode scanning in-app
  • Capture signatures digitally in-app
  • Technician-controlled scheduling management

Additionally, using the fully customizable mobile iOS or Android app, your field agents can send geolocation information back to your company’s scheduler, or chat with other company employees. The app also allows agents to take advantage of custom layouts, list views, tailored actions, Salesforce flows, and can even connect to other apps.

FSL in Action

Are you curious to see how FSL works in the field? This Salesforce demo video shows you the connections the tool provides, and how it connects to other Salesforce solutions.

Lastly, read how FSL was a part of a recent Salesforce Service Cloud, Community Cloud, Mobile, and Lightning Experience solution successfully implemented by the Ad Victoriam consulting team, here.

Are you looking to take your company’s field service performance to a new level? Talk with one of Ad Victoriam’s certified Salesforce consultants now by filling in the form below or click here.

 

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Manufacturing Cloud Aligns Sales and Ops

Manufacturing Cloud Aligns Sales and Ops

Success in today’s manufacturing industry is dependent on stellar products and exceeding customer demand by producing and delivering those products in an efficient manner. That means aligning sales and operations.

Step one in that process means making sure account teams have the needed visibility into a complete overview of a customer’s business. That includes a clear and concise view of current business and new opportunities. Having this critical 360-degree view leads to more accurate forecasting, more predictable business, and ultimately, more revenue.

The Manufacturing Dilemma

Always top of mind for every stakeholder in the manufacturing space is predictability. Customers demand guarantees when it comes to pricing, availability, and promised delivery. Distribution partners want optimized delivery channels, and sales teams want pricing based on real-time volume predictions. Additionally, operations teams want to produce based on the most accurate demand.

To figure out this dilemma, manufacturers need a clear understanding of numerous components. Those would include a comprehensive look at past shipments, current production plans, and future production forecasts. However, the challenge most manufacturers face is information silos across multiple legacy systems, including CRM, ERP, and supply chain planning systems. Not only that but oftentimes there are various teams involved. Those scenarios not only slow the process down, but it also makes the sales and operations process extremely blurry. Inevitably, sales and distribution partners — the ones closest to the customer — are not accurately represented.

So, knowing what we know about the current state of manufacturing operations, there is an unprecedented opportunity for manufacturers to not only link customers, distribution partners, and sales teams but bring much-needed change to their operational planning missions. Manufacturing leaders with this vision are destined to establish a new level of connection and engagement with their customers. However, getting there will require universal access to previously siloed data, plus the ability to extract insights from that data.

Meet Salesforce’s Manufacturing Cloud

Salesforce’s Manufacturing Cloud was created to align sales and operations. The intended focus was engineered to enhance the sales forecasting process and to extend the planning process to partners. As a result, Manufacturing Cloud’s main features include:

  • Sales Agreements to unify manufacturers’ run rate business with ERP data and order management systems. Contract terms such as volume and revenue are available for operations and sales teams to view the customer holistically. If changes to agreements are made, they are incorporated in the Manufacturing Cloud.
  • Account-Based Forecasting to unify sales, finance, and operations in one view. Planning and forecasting are adjusted in real-time for profits, revenue, and transactions.
  • Einstein Analytics with account health, demand planning, product penetration, and sales agreements as well as key performance integrators.
  • Community Cloud for Manufacturing delivers a new pre-built template specific for manufacturers that extends sales agreements to channel partners, allowing them to easily collaborate together on leads and opportunities.
  • Additionally, adding MuleSoft’s Anypoint Platform unlocks data from any application, data source or device—whether that data is on-premise or in the cloud. By enabling organizations to connect Manufacturing Cloud with other systems, sales and operations leaders can automate the complete order-to-cash process, create a comprehensive forecast view and drive business process automation across all sales channels.

Are you a manufacturer looking to streamline operations, secure data, and gain a 360-degree view of customer profiles? Watch this recent AdVic webinar: “Harnessing Data & Automation to Drive Sales Performance — Making Data Actionable.”

And if you are a manufacturer looking to connect your technologies to build a seamless and collaborative relationship with your customers, ensuring your ability to compete in today’s marketplace, allow Ad Victoriam’s consultants to show you how to successfully accomplish that. You can reach us right now, here.

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Health Cloud: The New Payer Data Model

Health Cloud: The New Payer Data Model

Built on the world’s #1 CRM platform, Salesforce’s Health Cloud solution is quickly becoming the new payer data model. Why? It offers a complete view of members in a single dashboard, driving productivity for service agents and clinical professionals. Simply put, the insurance market is recognizing the urgency that it needs to adapt to today’s smart, data-driven marketplace.

Salesforce® first introduced Health Cloud in 2016 to transform the way healthcare and life sciences organizations connect with patients. In 2019, Salesforce continues to expand the power of Health Cloud with features specifically built for the health insurance industry. This allows companies to engage with both members and providers in smarter and more efficient ways. Here’s how it’s done, including examples of “better outcomes.”

Transforming Business Operations

Health Cloud transforms business operations with an insurance-specific data model that simplifies the integration of systems of record — including benefits, claims, and authorizations — into one place. This drives more productivity for service agents and clinical professionals. With all member information in a single dashboard, payers are able to work faster and smarter. In addition, they better understand each member’s needs. And that includes whether they are in the call center or in the place of service, and from any device.

The Better Outcome: A payer today often needs to log into multiple systems to research different aspects of a member’s claim for an upcoming procedure. With Health Cloud, they can now see all of the member’s prior authorization and information about the procedure in one place. That allows payers to serve both members and providers quickly and efficiently.

Better Streamlined Workflows

Healthcare requests — that might include prior authorizations, admissions, and appeals — can be now be streamlined through guided, collaborative, and measurable workflows directly within Health Cloud. Agents, clinical professionals, and medical directors are able to deliver more personalized and appropriate care in a more cost-effective way.

The Better Outcome: A provider previously treated a member who needed surgery had to submit a prior authorization request to the payer. Often times that meant the provider had limited visibility into its processing. Now, with Health Cloud, the provider and member have the ability to easily view the progression and status of the request. That reduces any stumbling blocks or delays. Once a care request is approved, tasks are triggered automatically for case management based on the diagnosis or service code within Health Cloud.

Strengthen Member Engagement

With Health Cloud, payers can create customizable, interactive and highly personalized digital journeys for members, helping develop stronger relationships by overcoming barriers to care and increasing access to clinical and support services. Members can easily access their insurance plans, receive care alerts via their mobile device and connect with clinical professionals and care managers using email or text messages.

The Better Outcome: A case manager can proactively engage a member to arrange home care, rehab, and follow up hospital visits related to their procedure or service through the member’s preferred form of communication. Doing so advances their goal of driving optimal member outcomes.

Payer Educational Opportunity

Ad Victoriam Health Cloud Webinar

Ad Victoriam recently presented a webinar for payers, “Connecting Data to Transform Payer-Member Relationships,” during which attendees learned:

  • How connected member data can enhance your sales potential and member satisfaction.
  • Ways a modern system user interface can decrease training times and enhance the agent experience – increasing employee engagement.
  • How to invigorate marketing when data is no longer siloed.

Watch the free webinar here.

Interested in learning more about how Salesforce Health Cloud can transform your business operations and increase member engagement? Contact Ad Victoriam’s Health Cloud consultants quickly by filling out the form below or click here.

 

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Sustainable Holiday Gift Giving Ideas

Sustainable Holiday Gift Giving Ideas

Holiday shopping at big box stores typically begins before the Thanksgiving leftovers get cold. Last year, holiday gift-giving shoppers spent $9.9 billion on Thanksgiving and Black Friday alone, and another $7.9 billion on Cyber Monday, according to Shopify.

With holiday spending increasing every year, we are also seeing an increase in conscious consumerism where people are choosing products that are also good for the environment and communities. In an article featured in VOX, the authors referenced a Nielsen study that projects the sustainable product industry being worth over $150 billion by 2021. In fact, sales have risen by 20 percent in just four years.

And when markets grow and consumers follow, companies aren’t far behind. That can lead to some major confusion for shoppers, as everyone seems to be marketing their items with generic, benevolent-sounding claims like “sustainable” or “green” or “earth-friendly.” What do any of these terms mean and how does the average shopper know what’s what?

Help is on the Way

In an attempt to break through the greenwashing, Ad Victoriam is excited to release our 2019 Shopper’s Guide of products and services sold by certified B Corps. B Corps are for-profit businesses that undergo a rigorous assessment. They are graded on their environmental impact, community involvement, supply-chain, worker relations, and governance. Audited and certified by the non-profit B Lab, these companies meet the highest standards of corporate social responsibility.

Ad Victoriam is proud to be a B Corp. We make it a priority to buy products for our business and our personal lives that come from other B Corps. Here are a few of our favorite brands and some of their products on our list this holiday season:

Yummy Sweets

Divine Chocolates: Divine started back in the 90s as one of the first cocoa-producing co-ops in Ghana. Certified as a B Corp since 2016, this female-owned chocolate company contains deliciously rich Fairtrade cocoa, no palm oil, and no GMOs. Our holiday tip is Divine’s Advent Calendar Variety Pack that includes (3) Milk Chocolate and (3) Dark Chocolate Calendars.

French Broad Chocolates: Started by Dan and Jael Rattigan in the mid-2000s, French Broad, based in Asheville, NC, offers everything from bonbons to brownies, with ingredients sourced locally around the fertile Appalachian valley. Take our word and order The Pick Me Up Bundle, featuring six brownies, two dark chocolate bars, and two packages of their delicious chocolate-covered coffee beans.

Lancaster Stroopie Company: One of AdVic’s favorite source for employee treats, this amazing business makes and sells traditional Dutch Stroopwaffeln. And who doesn’t want a caramel-filled cinnamon waffle cookie dipped in chocolate? The best part of this business is that they are female-owned and hire female refugees new to the United States. Trust us and order someone on your list the 12 count Stroopie Gift Tin.

Delicious Coffee

Cafe Campesino: A trailblazer and founding member of Cooperative Coffees, an organization committed to fair trading relationships between farmers and roasters, Cafe Campesino offers wonderful coffee from all over the world, lifting up their trading partners and their local communities. We recommend ordering the Single Origin Sampler, which includes (4) 4 oz. bags of coffees from Colombia, Guatemala, Peru, & Honduras.

Thrive Organic Farmers: Thrive, whose slogan is You Drink, Farmers Thrive, buys their coffee direct from farmers. Through their nonprofit foundation, ThriveWorx, they also give back to these local communities, empowering their farmers to tackle the tough economic, social, and environmental challenges facing them and their communities. Trust us and order Thrive’s delicious Horizon Organic blend. Organically grown in Guatemala, this medium blend is fruity with hints of toasted cereal and chocolate.

Your Amazon Alternatives

DoneGood: All brands on this shopping website pay fair wages and use eco-friendly practices. They also allow you to search for brands that “do good” on other issues you may believe in, like upcycled goods or products from female or minority-owned businesses. Check out this gift-set of three locally produced, all-natural, and non-toxic soap bars made by fellow B Corp, Meliora.

Uncommon Goods: After visiting a craft show in 1999, founder Dave Bolotsky was inspired to connect makers and their unique creations with customers looking for unique products. One item on our shopping list is the Gather and Grow gift set that includes pine-scented soy candle, a wooden pinecone ornament, and everything you need to grow next year’s Christmas tree!

Gather and Grow Gift Set
Gather and Grow Gift Set

 

Clothing & Apparel

Patagonia: Known throughout the world for their jackets and outdoor gear, this leading B Corp made its first Black Friday splash in 2011 when they ran their infamous Don’t Buy this Jacket ad in the New York Times, encouraging consumers to buy only what they need. We’ll stick with this theme and recommend the Patagonia Business Library, a set of books that includes Let my People go Surfing, The Responsible Company, and Tools for Grassroots Activists.

Cotopaxi: With a motto as simple as “Do Good,” Cotopaxi leads by example in everything they do, producing their products in Fair Trade certified facilities and donating one percent of all profits to their charitable foundation that aims to eradicate poverty. For the active traveler on your list, we suggest their ALLPA Travel Pack from their Del Dia collection, made completely from scrap fabric left over from previous production runs!

Bombas Socks: What’s not to love about Bombas, who donates a pair of socks for every pair sold. Like their slogan says, these are the most comfortable socks you’ll ever own. But don’t take it from us, buy some for yourself. Help unleash someone’s inner child this holiday season and send them a pair from their Sesame Street collection.

Athleta: One of Gap’s successful B Corp brands (along with Bath and Body Works), Athleta believes in selling sustainable products that allow women to pursue an active lifestyle and unleash the #powerofshe. Check out their Top 10 gift ideas online or at one of their brick and mortar locations across the country.

Toms Shoes: While we’re wearing and giving away comfortable socks, let’s cover them up with some amazing B Corp shoes. In fact, Toms has already donated 60 million shoes to children around the world. And for the Star Wars enthusiast in your life, look no further than Toms Star Wars collection because let’s be honest, who doesn’t need leather Darth Vader loafers in their life?
Bedding

Leesa: 2019 Best for the World: Community honoree, Leesa donates a mattress to a shelter for every mattress sold, focusing on shelters that serve children and teenagers. If you’re shopping for a new mattress this year, take a look at their Legend series, a hypoallergenic mattress made with organic cotton and merino wool and recycled materials.

Green Avocado: Currently a member of one-percent for the Planet and going through B Corp certification process, Green Avocado started five years ago out of a need to break through the greenwashing to find a mattress that was truly non-toxic, and green, and all-natural. They can sell you everything from comfortable mattresses to the bed frame it sits on and the sheets that go on top of it.

Travel

Honeysuckle Run
Beginners head in this direction. A sign guides skiers towards the Honeysuckle Run at Taos Ski Valley, a certified B Corporation.

Taos Ski Valley: Looking to surprise the family with the gift of a ski trip this winter? Look no further than Ski Taos. The first certified B Corp ski resort, they can handle everything from your accommodations to your lift passes. So grab your board and hit the slopes, sustainably.

Legacy Vacation Resorts: Further up the Rocky Mountains, in Steamboat Springs, Colorado, lies another B Corp resort to base your ski trip from. And if the snow isn’t your thing (or you’re trying to escape it for a few days), head to beautiful Florida, where Legacy has four different properties to choose from. Check out their specials here.

Beauty Products

Badger Balm: A family-owned business in its second generation, Badger carefully sources every aspect of their product line, which offers everything from organic lip palms to all-natural bug repellents. Our pick is Badger’s Sore Muscle Soothing Gift Set, a combination of Ginger Deep Tissue Massage Oil, Sore Muscle Rub, and Sore Joint Rub.

BeautyCounter: A company that has a “Never List” of over 1,500 ingredients they will never use in their makeups, BeautyCounter believes that “beauty should be good for you.” Find holiday gifts for her and him on their website.

Ethique: With a goal of reducing the more than 80 million shampoo and conditioner bottles disposed of every year, Ethique makes soap-like bars of shampoo, conditioner, shaving cream, and you guessed it, soap. New Zealand’s highest-scoring B Corp bars are plastic-free, plant-based, cruelty-free and sustainable. They offer six different holiday gift bundles for under $29.

Potent Potables

New Belgium Brewing: What’s not to love about a company that is 100 percent employee-owned, awards an anniversary bike to every employee after one year, and has been a sustainability leader in the brewing industry for over two decades? Oh, and they brew great beer! With locations in Fort Collins, CO and Asheville, NC, New Belgium are definitely worth supporting. Pick up a winter variety “Folly Pack” on the way to your next soiree and be the hit of the party!

New Belgium Brewing Company 2019 Retreat
New Belgium Brewing Company employees gather for a group shot during the company’s 2019 Retreat.

Fetzer Vineyards: Celebrating 50 years of making great wines in Mendocino County, Fetzer has publicly reported their greenhouse gas emissions since 2005, treats their own process water, and is proud to be the first TRUE Zero Waste winery in the country. While you pick up that 12 pack of New Belgium, grab a bottle of their Valley Oaks Sweet Rosé for the non-beer drinkers on your list.

A to Z Wineworks: If Oregon wines are more your thing, A to Z offers an incredible selection of wines and was founded on the principle of “business should be conducted as if people and places matter.” From this five-time Best for the World honoree, let us recommend a bottle of 2016 The Essence of Oregon Pinot Noir, a blend selected to offer a darker profile perfect for those cold winter months.

If you would like to learn more about how your company can become a Certified B Corp, AdVic’s recent three-part blog series has all the information you need to succeed: Part 1Part 2Part 3. You may also find this recent AdVic B Corp/Corporate Social Responsibility webinar helpful, too.

If you have any questions, we invite you to contact us here.

Happy Holidays from all of us at Ad Victoriam Solutions!

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News from Dreamforce 2019

News from Dreamforce

Was it the Fireside Chat with Salesforce Chairman/Co-CEO Marc Benioff and Apple CEO Tim Cook that was the highlight for you at Dreamforce 2019? Maybe it was the conversation with former President Barack Obama or exhibits you saw in the Dreamforce Campground? Perhaps it was a specific session you attended or Fleetwood Mac’s awesome performance, or even dare we say Ad Victoriam’s “sold-out” Taco Tuesday?

The answer will not be the same for every attendee, but amidst all of that excitement, there was some Salesforce news that came out of Dreamforce that you may have missed, and AdVic has capsulized a few of the highlights for you – as per Salesforce – here.

Introducing Customer 360 Truth

Salesforce Customer 360 is one integrated CRM platform that brings companies and customers together. And now with Customer 360 Truth, companies can unify all of their data across all touch-points so they can build a source of truth about their customers. Customer 360 Truth connects customer data, authenticates identity, governs privacy, segments audiences, and personalizes experiences.

Customer 360 Truth’s featured capabilities include:

  • Customer 360 Data Manager, which connects sales, service, marketing, and commerce customer data into a single global ID to deliver unified cross-channel experiences. With Data Manager, companies always have a complete, up-to-date, contextually relevant profile of every customer.
  • Salesforce Identity for Customers — their authentication service — provides a consistent, secure customer login across a company’s digital properties.
  • Salesforce Privacy and Data Governance provide customers and business users with the ability to manage privacy, consent, and preferences via one single application.
  • Customer 360 Audiences enables companies to capture, unify, activate, and analyze customer data at scale.

Apple and Salesforce Collaborate on the Best Devices for Business

Salesforce’s Marc Benioff and Apple’s Tim Cook spoke extensively about their companies’ strategic partnership (originally announced at Dreamforce ’18) during their opening day Dreamforce Fireside Chat. This strategic partnership strikes again with two exciting flagship apps and the next-generation Salesforce Mobile SDK:

  • The Salesforce Mobile App, powered by AI and reimagined for iOS, delivers a powerful new user experience enabled by Einstein, with advanced analytics and features exclusive to iOS, including Siri shortcuts and Face ID. Download the Salesforce Mobile App on iOS.
  • Trailhead GO, the first-ever mobile app for Trailhead, exclusive to iOS and iPadOS, empowers learners to skill up anywhere and at any time with more than 700 modules covering in-demand business and tech skills. Download the new Trailhead GO app on iOS.
  • The new Salesforce Mobile SDK, optimized for Swift and iOS 13, enables Salesforce developers to quickly build and deploy native Salesforce apps for iPhone and iPad. Get started with the Salesforce Mobile SDK for iOS (8.0 coming in January).

“Hey Einstein” — Salesforce Brings Voice to the Workplace

Salesforce brings powerful voice technology to CRM with Einstein Voice, giving millions of Salesforce users a customized, voice-activated interface for their apps. Here are some upcoming features:

  • Einstein Voice Assistant and Einstein Voice Skills (beta Spring ’20): Salesforce is expanding the Einstein Voice portfolio by introducing Einstein Voice Skills, which allows every Salesforce admin to create custom versions of the Voice Assistant for every user, whether they’re a sales rep, sales manager, service agent, marketer, etc.
  • Einstein Call Coaching (GA Winter ’20): Gain management-level visibility into your sales teams’ conversations through natural language processing that identifies keywords in sales calls so managers can quickly understand trends like a spike in competitor mentions, or best practices from the top performers.
  • Service Cloud Voice (GA Summer ’20): With Service Cloud Voice, telephony will be natively integrated with Service Cloud, allowing Einstein to read keywords from call transcriptions in realtime and serve up the right knowledge articles and next-best actions for agents, reducing time spent on cases.

Salesforce and Amazon Web Services Expand Global Partnership

According to Salesforce, this announcement includes:

Faster, smarter customer service: Salesforce is introducing Service Cloud Voice, a new offering that seamlessly embeds Amazon Connect to provide contact center agents with a complete set of tools in their agent workspace to deliver enhanced customer service support. As part of its Service Cloud Voice offering, Salesforce will now offer Amazon Connect, a simple-to-use cloud contact center service from AWS that makes it easy for organizations to deliver better customer service.

  • Empowering everyone to skill up for the future: AWS and Trailhead are partnering to address the growing technology skills gap. The first step in this partnership is bringing AWS Cloud Practitioner
  • Essentials learning to Trailhead, with additional learning forthcoming.
  • Einstein Voice Skills on Alexa: Salesforce is continuing its commitment to the Voice Interoperability Initiative by exploring ways to integrate Einstein Voice Skills with Amazon Alexa and other voice assistants and devices in the future.

Ad Victoriam’s certified Salesforce consultants are up-to-speed with all of these newly announced services and are ready to discuss how they can help your business starting today! Reach us right now, here.

 

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