B Local Georgia goes Viral with Ad Victoriam Support

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It’s happening. B Local Georgia Chapter hosted its first public event at Sweetwater Brewery. Proudly sponsored by Ad Victoriam Solutions (AdVic), the event brought together 13 Georgia B Corps, seven prospective B Corp companies along with students and faculty from the University of Georgia. B Local Georgia is a grassroots organization that heightens awareness of the B Corp movement and inspires local businesses to use the power of business to support social and environmental causes. 

Why did Ad Victoriam’s CEO, Jeff Jones, support this event?

Nathan Stuck, Director of Corporate Culture shared, “When I asked Jeff, he didn’t hesitate. He knows how important it is to build B Local Georgia. Bringing awareness to the B Corp movement and encouraging other companies to join, is key to our B Corp commitment. We are dedicated to having an impact in the communities we serve. B Local enables us to multiply that impact.”

About B Local Georgia

B Local Georgia was founded in 2018 by Nathan Stuck and Scott Sadler, President of Boardwalk Capital Solutions. What began with a conversation over dinner is growing into a movement in the Peach State. After all the Georgia B Corps joined together for dinner in late 2018, they planned to host quarterly networking events. The events focus on sharing B Corp best practices, establishing alliances to multiply our impact, and helping companies align purpose with their profit. Working alongside the University of Georgia, B Local pledges to help every interested company join the B movement.

If you are interested in joining an upcoming event or have questions about B Corp in general, contact Nathan.Stuck@AdVictoriamSolutions.com. It’s a great time to be the change.

How FLUX Pumps Cut Their Sales Cycle in Half

Manufacturing Sales Cycle

The FLUX name has been synonymous with pump technology for more than 60 years. It was the invention of the first electric drum pump that sparked the creation of company. Since its inception, FLUX, headquartered in the beautiful black forest region of southern Germany, has grown to employ more than 150 highly skilled men and women worldwide, established seven wholly owned subsidiaries, and maintains sales partnerships in more than 70 countries.

One of those wholly owned subsidiaries, FLUX Pumps Corporation North America, anchored in Georgia, services the United States, Canada and Mexico, and began working with Ad Victoriam Solutions (AdVic) in early 2015 and remains a top customer today; they were actually Ad Victoriams’ second customer!

Cutting the Sales Cycle in Half

The original project AdVic initiated for FLUX was to implement a much-needed Salesforce Sales Cloud solution. The company’s nine team members in their North American division were responsible for servicing 3,000 distributors. They literally did not know who their customers were as their way of managing contacts consisted of scanning business cards filed away in a shoe box. They did have an accounting system, they could send an invoice, but that was it. No spreadsheets, nothing. They really were starting at zero, and worst of all, they had no real meaningful or efficient way of communicating with their customer base.

Commenting on the success of the initial AdVic solution for their company, FLUX North American President Pete Fujimoto remarked, “AdVic exceeded our expectations for sure. They got us set up to use the basic functionality to help us manage our sales process.” He shared that in the past four plus years revenues for their division have skyrocketed 20% year over year, and even more in some territories. Fujimoto added, “The previous sales cycle of 30-40 days was cut in half, down to the teens, and conversions doubled! We could not have done this without AdVic and their Salesforce solution. AdVic helped us become loud in our space, gain much-needed attention, and showed us how to nurture leads that turned into sales.”

Related: Registration is open for our Web Seminar: Harnessing Data & Automation to Drive Sales Performance. 

Pardot Marketing Automation Enhancement

In addition to implementing a well-thought out and successful process automation structure for FLUX, AdVic has since helped this leader in the field of pump technology to implement Salesforce’s Pardot Marketing Automation, which is driving even more new business. Now, using marketing automation, FLUX sales team members are sending an average of two emails a month to every one of their more than 3,000 customers, creating more sales opportunities. Before this functionality, each FLUX team member was only able to communicate with a handful of their 800 clients monthly.

Fujimoto stated, “Opportunities increased for us by 50% in the first year. We used to get 10 opportunities a month, now we’re getting 20 or more.” And he admits that they are still in their infancy with their AdVic/Salesforce solution. “There is more and more that we can do to grow.”

Advice to Others when Choosing a Salesforce Partner

Fujimoto added, “To this day we still meet weekly with Ad Victoriam to think and explore more solutions. We work together. This is not a project; this is a relationship. They are not a vendor; they are a true partner who took the time to know our business. That is why we have continually worked with them for more than 4 years. The Ad Victoriam team finds a way to work within our system and makes things happen; they know solutions based on their knowledge of our business and are positive, creative, and supportive in every way. We always feel valued.”

Learn more about how you can drive sales performance, register for our upcoming 20-minute web seminar filled with information and a live demo.

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Productivity Accelerated Using Multi-System Integration

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PRODUCTIVITY ACCELERATED WITH A

MULTI-SYSTEM INTEGRATION

Real challenges demand real solutions. That was the quandary the Client was in when they turned to Ad Victoriam (AdVic) for their multi-system integration solution.

The Client is recognized as one of the largest authorized agents for Verizon Wireless. Their nationwide operation employs more than 5,000 employees in 700-plus stores. Their commitment to the communities and people they serve is what they feel sets them apart, and they attribute their success to customer satisfaction.

The Challenge: The Client realized that their disconnected sales and service systems could no longer support their fast-paced growth. They were using an outdated Excel method to manage their sales and service data, alongside RingCentral, the system that managed their calls. It was becoming painfully apparent that they needed an integrated system. They needed a system that detailed and related their operational data to enable its management to drive the business in today’s fast-paced competitive world, based on comprehensive data.

The Salesforce Integration Solution

After extensive analysis, AdVic put in place a multi-system solution that included implementing and integrating Sales and Service Clouds with RingCentral CTI and the Client's existing ERP to provide in-depth insights not previously experienced. In addition, AdVic utilized both Sales and Service Consoles to present the data in an easy to view tab formation to accelerate productivity and visibility into prospect and customer records.

Further, a RingCentral CTI integration synced call/text activities into a custom built Salesforce object and used routing tools to funnel callers to the appropriate team member based on data in their record. To further drive customer satisfaction and prospects to close, the callers record now pops up putting the data at the agents’ fingertips as the phone rings. Since the Client needed this same functionality available to their field-based reps, AdVic also deployed CTI functionality for mobile, increasing the velocity of sales and support services even while the reps were on the road.

To round out the project and deliver maximum benefit, the AdVic team built easy-access dashboards, backed by custom reports, to empower management as they target areas for improvement, and drive productivity, sales, and customer support services.

Integrating your systems helps you gain access to transformative data that drives sales performance. Find out more, register for our upcoming 20-minute webinar filled with information and a live demo.

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Salesforce Service Cloud
Salesforce Mobile

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Back Office 

B Corp Social Impact Report

B Corp Social Impact

Since the company’s founding, Jeff Jones, Ad Victoriam Solutions President, and his wife, Alice, have wanted Ad Victoriam to stand for something bigger than just profit. A company rooted in sound ethical practices, a company that treats people with dignity and its community with care – it’s who we are. As we researched B Corporations, we learned that their views, values and pledge to have a impact of society and the environment mirrored our aspirations.

For the following two years, the UGA MBA students worked with the AVS team to formalize our social impact goals. On January 11, 2018 B Lab, the B Corp accrediting body, officially declared us the 10th Certified B Corp in Georgia. As a B Corp, we joined 3,000 companies around the world who have made a commitment to make money responsibly, in a way that prioritizes their employees, their community, and the environment.

Social Impact Report

Our first year as a B Corp got off to a roaring start. We set aggressive goals for volunteering and pro bono consulting work. When the year closed, we evaluated our work, and produced our first Annual Social Impact Report.  We exceeded our social impact targets. Our team donated more than 530 hours of consulting work and spent more than 500 hours volunteering in the communities we serve.

Download our Annual Social Impact report for the details of our first year as a Certified B Corporation.

 

Related: Combining career success with a passion for social impact – one woman’s journey.

In addition to doing good for the world, our Ad Victoriam Solutions Salesforce Consultants work as a dedicated, innovative team of problem solvers, taking on your technology challenges. We are Salesforce cloud and data consultants who customize our approach to suit your processes for increased efficiency, accelerated productivity and scalability. Contact us to learn how we can help your business flourish. 

 

Innovative Technology that Drives Manufacturing Sales

Innovation for Manufacturing Blog-min

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: Register today for a manufacturing focused web seminar: 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.

To watch a demo and learn more about how you can drive sales performance, register for our upcoming complimentary manufacturing focused web seminar. 

 

Harnessing Data Web Seminar

 

 

 

Salesforce Increases Productivity by 20%

Salesforce Implementation Increases Productivity

One way to make travel wishes a reality is through the purchasing of timeshares, which allow people to own a share of a unit within a vacation resort. A leading travel company in the timeshare space, has delivered memorable experiences for more than 30 years. They have a strong platform for resort network growth and product flexibility for vacation owners. Behind the scenes, though, the company was struggling with backroom efficiencies and they reached out to Ad Victoriam Solutions (AVS) to right their ship.

The Business Challenge

The Client relies heavily on their representatives effectively working inbound and outbound calls to create opportunities, schedule tours/reservations, and manage their timeshare owner needs at their four call centers. After a thorough analysis of their needs, AVS concluded that the functionality offered in Salesforce.com and Salesforce Lightning would effectively support the Clients’ more than 1,200 users.

The Salesforce Solution

AVS migrated the Clients’ org from their legacy platform to Salesforce Sales and Service Cloud in Lightning, and then integrated it with their three CTI (Computer Telephony Integration) solutions. This solution had a profound impact. It reduced their service workforce by 20 percent, reassigned two data specialist positions, and decreased opportunity and customer attrition.

Customer Service Salesforce

How we Did It

The AVS team reduced the Client’s three-step service process to a one-step solution by migrating their custom objects to their new org. This, along with the Lightning enabled Kanban views and in-line editing significantly improved ease of use and productivity.

There’s more. The integration of the Client’s CTI solutions enabled automated retrieval of callers’ records when the phone rings, during outbound click-to-dial, and it ensured do-not-call list compliance. AVS also replicated of one CTI solutions’ functionality in another helping the Client avoid an excess of $100,000 in new licensing fees.

Not quite don’t yet, the AVS team exported, updated and migrated more than 2,000 reports into the client’s new Lightning interface creating unified dashboards. This migration empowers management with visible depictions of company insights, leaving AVS with, yet, another customer now working more efficiently and concentrating on their bottom line.

Want to learn how Salesforce can help your organization work more efficiently? Contact us to explore your options, get in touch today or email CustomerService@AdVictoriamSolutions.com.

 

Related Information: 

Why Companies are Switching to Salesforce Lightning (Video)

Salesforce Lightning: Top Productivity Features (Blog Article)

 

 

Ad Victoriam Joins Pledge 1%

Ad Victoriam Joins Pledge 1%

Ad Victoriam Pledges 1% of their services and employee time to improve communities around the world.

Atlanta, November 26, 2018 – Ad Victoriam Solutions announced that it has joined Pledge 1%, a corporate philanthropy movement dedicated to making the community a key stakeholder in every business. Spearheaded by Atlassian, Rally, Salesforce and Tides, Pledge 1% empowers companies to donate 1% of product, 1% of equity, 1% of profit or 1% of employee time to improve communities around the world.

“We are incredibly excited that Ad Victoriam has taken the pledge and is demonstrating their commitment to philanthropic leadership,” said Amy Lesnick, chief executive of Pledge 1%. “Ad Victoriam will play a pivotal role in building this movement and promoting a new normal in which all companies—big and small—integrate giving back as a core value in their business.”

Ad Victoriam Solutions is a Salesforce Consulting firm headquartered in Atlanta, Georgia. Their customers enjoy their honesty, integrity and, best of all, their clear and transparent communication style. They transform technology to match each customer’s business and provide workable, long-term maintainable solutions tailored to impact business growth.

“Ad Victoriam is proud to join Pledge 1%, a global movement where companies integrate giving back into their culture and values,” said Jeff Jones, President of Ad Victoriam Solutions. “Giving back has been a part of our culture since the beginning. Pledging 1% of products, 1% of equity, 1% of profit or 1% of employee time further demonstrates our commitment to our community. We are excited to be part of the Pledge 1%’s network.”

About Ad Victoriam Solutions

Ad Victoriam Solutions is a different kind of company. We believe that technology should not limit success. Instead, it needs to accelerate achievements, so professionals can take strategic leaps that land them where their vision can take them. We transform Salesforce to match your business goals and put the best and brightest to work to provide innovative solutions.

About Pledge 1%

Pledge 1% is an effort spearheaded by Atlassian, Rally, Salesforce and Tides to accelerate their shared vision around integrating philanthropy into businesses around the world. Pledge 1% encourages and challenges individuals and companies to pledge 1% of equity, profit, product and/or employee time for their communities, because pledging a small portion of future success can have a huge impact on tomorrow. Pledge 1% offers companies turnkey tools and best practices, making it accessible for any company to incorporate philanthropy into their business model. To learn more or to take the pledge, please visit www.pledge1percent.org.

 

Related Links: 

See How Ad Victoriam has Impacted the World

Learn Why Ad Victoriam Became a Certified B Corporation

 

We Are More Than Our Job

Brian Mize Ad Victoriam

Our jobs often define us, providing us with an identity and a purpose beyond ourselves. We are given the opportunity to belong to something bigger than ourselves; to be a part of a collective effort in many cases, driven with a vision and a goal of improvement. Sure, we may find our deeper identity in other activities or purposes – spirituality being a very appropriate example. For example, parenting, I have twin boys that light up my heart!. Or marriage, my bride of 15 years still takes my breath away. Still, when we are introduced, we often answer the question of, “What do you do?” with a description of our work.

I’ve been doing this very thing for a long time. For many years, I was a Newspaper guy. Before that, I was a Sailor, serving in the United States Navy in the 1980’s. More recently, I’ve been working as a Principle and C-Level Executive with a company I helped form; Ad Victoriam Solutions (AdVic). I have to pause and say that I’m very proud of the organization, and what we’ve accomplished over the last few years! We have amazing people, who do amazing work for amazing customers. It gets my adrenaline going and drives me through the day! For more than 4 years, it has been my answer to, “What do you do?”

Seal_of_the_Georgia_National_GuardHowever, there has been another answer to that question, and it’s an answer that has suddenly grown louder and more demanding than the others. In addition to AdVic, I also have been serving as a Chaplain in the Georgia Army National Guard for the past 9 years. I’ve been called for hurricane duty a couple of times. The units I’ve been assigned to have seen inclement weather duty during Atlanta’s infamous snow days. We’ve sent Soldiers to Central and South America, Eastern Europe, Asia, and to our own border. But, with few exceptions, I’ve been away from my family for no longer than 3 weeks at a time. That has changed.

Answering the Call

Recently, I was recalled to an extended period of Active Duty and am now serving alongside 2,000 other Soldiers from the National Guard. We are training for a Combat Deployment in a distant land. Instead of working through Custom Formulas on the Salesforce platform, I’m now learning family names and faces for my Soldiers.

Over the coming months, I plan to write a semi-regular blog article detailing some of the work our men and women do on a daily basis. This will be decidedly less technology-drive, even though I’ll likely include pieces of cool stuff when I can. I have to be away from my desk for about a year. I won’t always have access to the Internet, but I do want to paint a picture for friends and customers, giving insight to a world many of us simply never see outside Hollywood.  I invite you to join the journey with me…

Even as I write this, I look forward to returning home and joining in the next round of upgrades / sales / implementations / challenges as Brian Mize, CTO. Until then, though, I’m honored to be living life as CH(CPT) Mize, Chaplain, 1st Squadron, 108th Cavalry Regiment.

Salesforce Lightning: Top Productivity Features

Salesforce Lightning Productivity Enhancers-min

Productivity is important to all businesses, especially those with limited human and financial resources. Here are a ton of Salesforce Lightning features that propel productivity. Let’s get right to it!

Make Your Homepage More Actionable

  1. Rich text areas provide a place for admins to quickly and easily share information with their end users.
  2. Approval items keeps its functionality from classic, but gives it a facelift.
  3. Embed the dashboards and charts from Lightning and Einstein Analytics right on the home page! Bring the whole dashboard or a specific report charts so you’re only showing critical data.
  4. A new Lightning feature, Key Deals, serves up a sales person’s most important opportunities so your busy sales people can quickly get to what they care about.
  5. Chatter still has its own tab in Lightning, but it can now be embedded on the homepage for quick access.
  6. Most productive feature, is the new Assistant homepage component which searches through Salesforce to find overdue or ignored activities and opportunities so your sales person never loses track of a deal again.

Check out a visual representation of the features listed above in this homepage:

Salesforce Lightning Home page

There are so many fun things to do with your homepage! Components are available on the AppExchange, can be custom built, and more become available with every release. That said, try not to cram too much on the page, make sure you have the most important items that help guide your users to what they need to get done.

Streamline Your Salesforce Lightning Records

  • Choose any pick list on any object to easily show users where they are along a process by using Path functionality.
  • Finding duplicates has never been easier. Potential duplicates show up on records so the data problems can be fixed on the spot by the users.
  • The out of the box News feature lets your reps keep up to date on the latest activities for their accounts, leads, and contacts.
  • Tabs allow you to prioritize the content on the screen and logically organize your data.
  • Related lists are now more robust, including viewing a single related list in a section or using an accordion style display to save real estate on the page.
  • Related Records makes an admins life easier. Instead of replicating data from a parent record through formulas, they can use a quick action to easily show key information.
  • Best of all, the page layout can change based on a profile, record type, or even data points. Lightning allows page variations so you can see exactly what you need, when you need it.

Related Lists

Salesforce Lightning Related Lists

Custom Opportunity Page Layout

Salesforce Lightning Opportunity Page Variation_Report Chart

And, there’s more! Similar to home pages, you can embed report charts, list views, flows, components / visualforce into your record page. This automation enhancement makes users able to complete their job in once place.

View More with the New Robust Task Tab

Cool new Task Tab removes viewing restrictions for tasks. You’re no longer limited to using a record, report, or the classic homepage component. The Task Tab also allows you to build custom views.

Salesforce Lightning Tasks Tab

Too many Lightning productivity boosting features and functions to mention here. Want to know more about how your company can benefit from Lightning? Watch a 20-minute recorded webinar where we demonstrate productivity examples that are convincing people to switch. 

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Related Articles on Salesforce Lightning: 

Why Business Leaders are Switching to Lightning

Salesforce Lightning: What to Do Before you Switch

 

Charity & Salesforce: A Dream Come True

Working in the Salesforce ecosystem, you come across many inspiring stories. Meaghan Bookers’s story is one of them. Before stumbling across Salesforce, she spent 6 months living in India as a volunteer and the year after, she taught in an alternative school for at-risk students in Colorado. Take a moment to hear about how Meaghan’s journey to Salesforce and Ad Victoriam Solutions enabled her to combine career success with her passion for having an impact on the world.

When were you first introduced to Salesforce?

My first employer after teaching utilized Salesforce and I was asked to manage the platform – it was assigned to me after their admin left. It was a “learn under fire” experience. But, it was total luck, and good timing. I fell in love with the versatility of the platform and quickly wanted to dive deeper into the system. I became a sponge, soaking up as much as I could, and always wanting to learn more about how it worked.

What do you like most about the platform?

You can do so many different things with Salesforce and it is so user friendly. And, the biggest thing for me was the free training they provide through Trailhead.  It has been incredibly helpful as I grow my skillset, while also developing and learning on the platform through consulting work.

Did Salesforce change your career trajectory?

Definitely! It opened the door to the tech world without me having a tech degree. I’ve pursued this career path because it’s been a really fun career. Solving problems and creating solutions that help companies is so rewarding and motivating for me. And because I am passionate (to the core) about giving back, I proudly drink the Salesforce 1-1-1 (1% equity donated, 1% volunteer time donated, 1% profits donated) Kool-Aid. Love the fact that they are so dedicated to having an impact.

What attracted you to Ad Victoriam Solutions?

Ad Victoriam is a B Corp and because I had previously worked for another B Corp and knew what they stand for, this became a major selling point. In addition, throughout the interview process, I met so many people who were kind, passionate and professional. They embodied my expectations. This made me want to be a part of what they were building.

Charity and Salesforce at Ad Victoriam

Anything else you would like to share?  

I am proud to be part of the B Corp movement and thrilled I can continue my new exciting career with a company that culturally fits me. B Corp is built by people who own companies and believe that it is important to make money, sure. But, it is also important to be a good person in this world. And the fact that they are willing to donate their talents and resources, and also support their employees while they volunteer, is incredible. I am so energized to re-engage with my local B Corp community and build the Ad Victoriam “B Brand” in the Rocky Mountain State.

 

Alert: Upcoming Ad Victoriam Event

Join our complimentary 20-minute webinar on Salesforce Lightning.

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