AdVic Named a Top Business Services Company

Cluch Awards Ad Victoriam Top Business Services

Ad Victoriam Solutions has been named a Top Business Services Company in Georgia for 2019 by Clutch. A Washington D.C.-based B2B market research firm, Clutch connects service providers with buyers through data and verified research.

The Clutch Criteria

Clutch awarded AdVic a 4.8/5.0 Top Business Services Company in Georgia rating after conducting numerous in-depth phone interviews with our clients to learn about the Salesforce® Consulting services we provide, the results we were able to achieve, and their overall experience in working with us.

And while Clutch’s rating process is centered around client reviews, AdVic was also evaluated on a holistic set of criteria, including types of clientele, our work portfolio, and our work experience.

Here’s an example of the reviews AdVic received from Clutch’s interviews:

 

 

“We’re very excited to be featured so highly across Clutch,” remarks Ad Victoriam Solutions founder, Jeff Jones. “This designation is a testament to our innovative work, continuous expansion, and dedication to our Client’s success. We look forward to connecting with new businesses in Georgia and beyond.”

Ad Victoriam is a Salesforce Platinum Partner™ and MuleSoft Partner™ who provides mission-critical consulting services, from strategy to implementation. Our nimble team of certified professionals across the country accelerates businesses by simplifying complex problems through cloud, integration, and data expertise. As a certified B Corp, we balance purpose with profits and have made a strong commitment to the community.

So, are you ready to discover how AdVic can accelerate your business through technology? We’ll respond quickly to your questions here.

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The Gold Standard of CSR

Gold Standard of CSR Ad VIctoriam

It’s 2019 and times have changed in the business world. More and more every day, becoming the gold standard of Corporate Social Responsibility (CSR) is taking on a bigger role in C-Suite conversations.

No longer does the economic philosophy of Milton Friedman, to serve fiscal shareholders above all else, dominate the landscape. Customers and employees are demanding that the corporate world serve all stakeholders, including their employees, communities, and the environment. The number of companies listening is increasing. They have begun incorporating CSR initiatives into their day-to-day business operations. But with everyone doing it, how can you make your company stand out and work towards becoming a “gold standard of CSR?”

The answer is simple, join Ad Victoriam Solutions, a Georgia-based Salesforce Consultant, and have your company certified as a B Corp.

B Corps are for-profit businesses that have a proven (and certified) commitment to serving all stakeholders. They use business as a force for good, ensuring fair pay and benefits to a diverse and inclusive workforce. They also promise to be good stewards of the environment. That means they are actively serving in their communities, and believing purpose and profit can harmoniously coexist.

However, the process isn’t easy, but as the saying goes, if it was then everyone would be doing it. But it is worth going after. In the first of our three-part series, we’re focusing on five reasons your business should consider B Corp certification.

1. The Gold Standard of CSR: A True Differentiator

In a workforce and consumer base increasingly dominated by millennials, people are demanding more than just profit from the companies they buy from and work for. Consumers and potential employees are more likely to sniff out blatant “greenwashing.” Defined by Investopedia, “greenwashing” is “an attempt to capitalize on the growing demand for products that are environmentally sound.” Meaning “they are more natural, healthier, free of chemicals, recyclable, or less wasteful of natural resources.”

But with B Corps, the research and investigation into the legitimacy of a company’s claims have already been performed. After the company completes the B Impact Assessment (BIA), on which a company must score 80 out of a possible 200 points, B Lab, the nonprofit accreditation body that certifies B Corps, performs an audit of a company. The handbook and its policies are reviewed, numbers are verified, and many times, an on-site audit is performed. Succinctly put, B Corp certification is to for-profit business as Fair-Trade is to coffee or certified organic is to milk. The B logo is seen as a stamp of legitimacy on your CSR efforts.

2. Raising Capital

An often overlooked feature of B Corp certification is the ability to seek out investments in your business. According to Forbes, “The Global Impact Investing Network’s most recent estimate for the minimum size of the impact investment market doubled to $228 billion in assets under management, up from $114 billion in 2017.” More and more investors are looking to diversify their portfolios beyond industry. They want to include companies with environmental and social goals, following global standards like the United Nations’ Sustainable Development Goals.

As investors scramble to find investment opportunities that align with their personal values, “B Corps may attract capital better than non-b-businesses,” according to an article in Fast Company. In the article, Abi Barnes, the author of “An Entrepreneur’s Guide to Going B,” published by the Yale Center for Business and the Environment, alluded to the B Corps’ ability to differentiate themselves to attract these investments. He stated that “in an era of ‘greenwashing’ and misleading labels, certified B Corporations and benefit corporations help consumers identify trustworthy companies.”

Read to the bottom and then sign up for our complimentary webinar that will review everything you need to know about becoming a B Corp.

3. Mission Lock

One of the biggest benefits of B Corp certification for a growing company is the ability to lock in your mission. When Ad Victoriam Solutions went through the assessment, we only had eight employees. We had to implement a lot of new policies and practices. More importantly, we had to envision what we wanted our company to look like as it grew. Fast forward three years and we have almost 70 employees and our vision is our reality. The mission and purpose are now baked into the DNA of our organization.

When we make strategic decisions, our status as a B Corp influences our direction. Whether it is how we recruit employees to ensure a diverse candidate pool or deciding on whether we want to take on a new client based on their mission and values, our certification weighs heavily on everything we do. And knowing that B Lab requires member companies to re-certify every three years ensures we are always thinking of a decision’s impact on everyone.

The truth is, not just focusing on the bottom line has been good for business. Since Ad Victoriam started the process three years ago, we have doubled our revenue every year.

4. Best Practices, Industry Standards, and Benchmarks for Improvement

An unexpected byproduct of B Corp certification is the inspiration from the B Community to always strive for more. There will always be another B Corp doing more than you for their employees, the environment, and their community. Allowing these companies to inspire you to deepen your commitment opens the door to becoming an even better corporate citizen. Being open to measuring your company’s performance to that of others allows you to identify areas for improvement.

In an interview with Forbes, Barnana CEO Nik Ingersöll stated, “Being a B Corp has solidified our commitment to the way we run our business. They also have an amazing framework that has given us more ideas on how to become even more sustainable. It has given me a path to constant and continued improvement.”

And in an article from the Harvard Business Review, “It Pays to Become a B Corporation,” Richard Stammer, VP of B Corp Cabot Creamery, highlights the use of benchmarking to achieve operational cost savings as well as to recruit and retain employees. Stammer also points to Patagonia, who “report[ed] that certification helps promote and validate its employee-centric culture, which attracts great candidates because of the company’s reputation as a great place to work. Since becoming a B Corp, Patagonia expanded the medical, military, and paid maternity and paternity leave for regular full- and part-time U.S. employees.”

5. Walk the Walk

On top of everything, you are signaling to the marketplace that your mission is sincere and genuine. It helps potential customers and employees more easily sift through the noise and find companies that truly believe in CSR.

B Corp Certification isn’t a pledge or a commitment to simply do better. It is the etching of your mission and your beliefs in stone. As such, it requires time and commitment to achieving. But in the end, it is worth it.


In the upcoming Part 2 of this series, we will focus on tackling the BIA and getting your company B Corp certified. We’ll share common hurdles, best practices, and aids to get help get you there!

 

Meanwhile, sign up for our upcoming webinar that will share everything you need to know about becoming a B Corp – not a sales pitch, just one of the ways we are giving back.

Gold Standard of CSR Webinar

 

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From Data to Actionable Insights

From Data to Actionable Insights

ESI of Tennessee is a solution provider in the steam, power, and energy industry. They originally approached Ad Victoriam Solutions (AdVic) to help them implement a Salesforce Sales Cloud solution. Not long after that successful implementation, ESI came back to AdVic because they desired specific enhancements for their org.

The Sales Cloud Enhancements Challenge

ESI wanted enhanced KPI’s, as well as executive-level dashboards created in their Sales Cloud platform. They also needed to gain insight into gross margins, and have the ability to review estimated and actual project hours.

Resolution Road Map

Following a thorough discovery of the enhancements ESI required, AdVic’s Salesforce consultants created a technical road map and implemented customizations that delivered actionable data.

Business Management

First, a custom Quarterly Revenue object was built. It contained roll-up summary fields, formulas, and custom fields for calculating project hours and margins. Then, connecting the Quarterly Revenue object with Opportunities provided executives with a 360-degree view to determining project viability and ROI. This connection enables them to efficiently manage the business, effectively allocate teams, and increase profits.

Data Integrity

Secondly, validation rules were developed to execute at project initiation. This ensured that data entered falls within ranges maintaining KPI integrity so business decisions are based on sound data. Custom Opportunity rollup fields were created along with Submission Stage validation rules to ensure needed data was populated prior to stage advancement.

Analytics

And lastly, executive-level custom Reports and Dashboards were developed. These provided key data insights, including project hours, opportunity viability, projected, and actual revenue and more for effective budget management.

The skilled Ad Victoriam team of Sales Cloud developers and consultants are experienced in cloud computing, CRM and Salesforce solutions, delivering proven results to small and large businesses in any industry. We offer consultation, implementation, integration, and customization all of the Salesforce clouds to help grow your business. To get started today, click here, or fill out the brief form below.

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Be More Productive on the Salesforce Platform

Be More Productive on the Salesforce Platform

Day in, day out… we do the same things hoping that it will get easier next time. What’s the reasoning behind it? Well, “we’ve always done it this way!”

Common Productivity Destroyers

Operations teams that handle tasks manually (spreadsheets, paper, etc.). Have you seen that row of filing cabinets? These departments especially would benefit from innovation and automation. Visualize a system that captures data and creates visual dashboards displaying pertinent, real-time data with one click.

Sales teams who look up prices, add discounts to proposals and then wait for a manager sign off. Hopefully, the prospect waits until the quote gains approval before signing on with a competitor. Visualize an automated quote generator that populates the right prices, discounts and alerts management that a quote is ready for their one-click approval.

Marketing teams want to tailor their messages. Unfortunately, most teams don’t have access to comprehensive data in one system. This makes personalized messaging difficult and less effective. Visualize empowering your marketing team with a 360-degree view of the data so they can target the right leads with the right messages.

Manual day-to-day tasks, siloed data, and antiquated processes slow down projects/revenue, are riddled with redundancies, and create frustration. Us innovators and improvement seekers don’t like to settle and are driven to evolve and advance.

So, how do you achieve this vision? You do this with the Salesforce CRM Platform.

The Salesforce CRM Platform

The Salesforce CRM Platform is the number one application development platform that lets you build tailored functionality. Now, every department in your company is more productive. To do that, Salesforce has a suite of tools from Sales Cloud to Service Cloud to Einstein Analytics that:

Empower Everyone with No Code
Anyone can solve business problems fast using drag-and-drop tools, without writing a line of code. Develop Apps with Pro-Code
Focus programmatic developers on the highest value initiatives like building Lightning Components, which are reusable blocks of code that admins can drag-and-drop into applications. Accelerate with Enterprise Services
Ensure governed and compliant app development that seamlessly connects disparate systems.

And remember, when you bring data into Salesforce as an app, you also get powerful built-in services that make your data and your departmental processes more secure thanks to identity, security, and access controls. You also get collaborative tools such as Chat baked right in, as well as reports, search, dashboards, and so much more. And don’t forget that everything you build on Salesforce is mobile ready.

Intelligent Insights with Einstein

Another highlight of the Salesforce Platform is Einstein Analytics (formerly known as Salesforce Wave Analytics). Einstein provides access to intelligent insights into your departmental data. Here’s what you can do:

  • Take action on insights infused into any business process in Salesforce
  • Easily build, customize, and extend analytics to meet the needs of your business
  • Make smarter decisions with AI-powered discovery, predictions, and recommendations

Therefore, it’s just a fact that people move faster, work smarter, and live happier when small innovations are introduced into their day-to-day lives… Innovations like connecting the Salesforce Platform to your business’ back-end ERP for a 360-degree view of your data.

Ad Victoriam Solutions – a Salesforce Platinum Partner – can help your company solve small or complex problems and revolutionize the way you do business. We go beyond the obvious to uncover each businesses’ true mission and develop in-depth strategic plans. Think of us as a long-term partner, because that’s how we view all of our relationships out-of-the-gate.

So, why not get in touch with us today? Let us show you how our suite of Salesforce Consulting Services can help every department in your company be more productive.

 

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Salesforce Marketing Cloud Highlights – June 2019

Marketing Cloud June 2019 Release Highlights

Salesforce’s Marketing Cloud can benefit businesses of all shapes and sizes if correctly implemented into your organization. This innovative marketing automation platform can help your business expand its customer base by providing a toolbox of creative features to assist in, including:

  • Attracting Prospective Customer
  • Nurturing
  • Building Custom Email Campaigns
  • Social Media Marketing
  • Predictive Analytics

Notable June 2019 Salesforce Marketing Cloud Releases

As amazing as Marketing Cloud already is, Salesforce has scheduled the release of a dozen new highlights for June 2019. Among the most exciting highlights are:

The Full Monte

As previously mentioned, Salesforce has a total of a dozen exciting new Marketing Cloud Release Notes for June 2019. Get the complete list below.

  • Marketing Cloud Trailhead
    Check out the Marketing Cloud Trailhead for a hands-on learning experience. Trailhead is the go-to spot for all the things you want to learn about Salesforce. There is something for everyone – whether you’re a Salesforce admin or a developer, you can discover great features, new and old.

Here at Ad Victoriam Solutions, our reputation as a top-rated Platinum Certified Salesforce Consulting Partner has spread well-beyond our headquarters in Atlanta, GA. The secret to our success? For starters, our extensive experience with the Marketing Cloud. If you are interested in learning more about any of these new Release Notes for June 2019 and how they can benefit your company, contact us now.

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YANMAR Empowers Sustainable Future

Yanmar Empowers Sustainable Future

In November 2017, Ad Victoriam partner, YANMAR America, a leader in the design and manufacturing of diesel engines and diesel-powered equipment, opened the doors of their 50,000+ square foot YANMAR EVO//Center. The facility was designed specifically to help empower the YANMAR global mission of creating a sustainable future.

The EVO//Center features a product showroom/museum and a 300-person auditorium. Inside there’s also a state-of-the-art training academy, training labs, private meeting/event space, indoor and outdoor common areas, and a product demonstration field. These spaces are designed to provide state-of-the-art training. They also support the local community with an active calendar of events focused on empowering sustainability.

With a Mission Statement that reads: “The EVO//Center strives to evolve the mindset of our customers, dealers, employees, and community by serving as a place of collaboration and education dedicated to sharing solutions for empowering sustainability,” the facility specifically raises customer satisfaction through a training program that:

  • Provides industry-leading training for our dealers, employees, and customers
  • Employs a highly skilled training staff
  • Continually develops curricula to meet the needs of our dealer network
  • Offers various types of training beyond technical training (sales, finance, parts, etc.)

In addition, the EVO//Center interacts with their community by:

  • Hosting community activities focusing on sustainability
  • Providing facilities and tools for businesses and the community to engage and collaborate
  • Offering training to individuals outside the YANMAR Dealer network
  • Educating children on sustainability and food production via school field trips

YANMAR Fosters Sustainable Future

It’s one thing to say you “foster sustainability,” but through their EVO//Center, YANMAR has put it into practice by:

  • Signed “Partners in Education” agreements with several local schools. They host students from these schools and teach them about the importance of sustainability through engaging activities and games.
  • Hosting “sustainability-themed” community events such as garden symposiums and farmers markets. They are currently working with a local farm to install and maintain an apiary on the campus. Bees are a critical part of sustainability; keeping bees on campus will allow them to teach kids and adults about the important role they play in our ecosystem.
  • YANMAR//Academy not only teaches their dealers how to better serve their customers, but it also hosts a variety of business management courses designed to help our dealers be successful and self-sustaining.

“Our goal, therefore,” says YANMAR EVO//Center Marketing and Events Manager Todd Grondzki, “is to have the best-trained dealer network in the various industries we serve. We also want to generate awareness for YANMAR and our mission of “a sustainable future” within the local community. We hope our efforts will empower the local community to be more sustainable in their homes, businesses, and everyday lives.”

As a Certified B Corporation, Ad Victoriam Solutions donates our resources to create a better world for our employees, community, clients, and the environment. That’s the reason we are so excited to partner with YANMAR America. Beyond our business relationship as a Salesforce implementation consultant, we’re working on future sustainability projects that meet both of our missions.

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Planning Your Salesforce Implementation

Salesforce Implementation Ad Victoriam

As you begin planning your new Salesforce implementation, you may have concerns about making the project a success. If you are on the fence about adding a consulting partner to guide you, start by considering the following questions:

  1. Does your company have an internal resource who will be your project champion? Will that person have the time and expertise to lead your Salesforce implementation?  
  2. Can your project champion (alongside your implementation team) develop the appropriate Salesforce features to solve your business needs?
  3. Do you have data cleansing or migration needs that your team has the skill set to address?
  4. If needed, is your team able to integrate your technologies (ERP or legacy system) with your Salesforce platform to create a 360-degree view of your data?  
  5. Does your implementation team have the knowledge and authority to make decisive and timely business decisions?

Do You Need a Salesforce Implementation Consultant?

If you decide that you don’t need a Salesforce implementation consultant, check out these top tips from our team.

If, on the other hand, you come to the conclusion you absolutely do require an outside consultant, we can help.

Ad Victoriam is a Salesforce Platinum Partner, which certifies that our team has the experience, skills, and ability to deliver innovative solutions. We have the resources that can begin your project within weeks, not months. We become fully engaged in your business and the project, provide weekly status calls and assist you with user adoption.

Remember, rolling out an effective Salesforce platform takes time and careful planning. Working with an experienced Salesforce partner – such as Ad Victoriam Solutions – will help your company harness all of the power that Salesforce offers.


To learn how Ad Victoriam consultants can assure that your new Salesforce implementation will be a smooth success, connect with us here or share your information below. 

 

 

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Salesforce Implementation Supports Homeless

Salesforce Implementation Supports the Homeless

A Salesforce user since 2010, The Interfaith Hospitality Network of Athens, Inc. (IHNA), an affiliate of Family Promise, is a non-profit organization with 1,000 volunteers. Their sole purpose is to provide immediate shelter and guidance to homeless families with children, due to misfortunes in their lives.

The problem IHNA was having was that they were not using Salesforce to its full potential. Their staff and volunteers just don’t have a deep understanding and practical usage of the software. They needed help to work smarter to devote more time to better serve their ever-growing community initiatives.

And while a group of UGA students was helping IHNA with occasional Salesforce tweaks, they, too, realized they needed help. It was then that the UGA team reached out to Ad Victoriam Solutions (AdVic). As a proud member of the B Corp Community, AdVic jumped into action to offer pro bono assistance.

The Challenge

Specifically, IHNA needed help implementing various Salesforce Sales Cloud enhancements they were not using. Enhancements needed to include the use of dashboards showing how they were trending with their volunteer and donor initiatives. In addition, they were looking for a solution to get away from hand-written thank you notes to donors. For one recent 300-person fund-raising event, volunteers spent 10 hours a week for two weeks crafting hand-written notes.

The AdVic Resolution

Here’s how AdVic put in place an optimization strategy to solve IHNA’s current and future issues:

Data Integrity

  • Improvements to fields/objects to help normalize/standardize data.

Thank You Letters

  • Used S-doc from App Exchange to automate the creation of two types of Thank You letters to donors.
  • Trained IHNA staff/volunteers on how to modify templates. Now they can modify and keep using the two free Salesforce templates and never have to pay for the app.
  • Each thank you letter now takes seconds versus the manual letter creation process of the past. And, volunteers with this task have the bandwidth to take on new volunteer tasks.

Volunteer Dashboard

  • Designed custom dashboards to highlight volunteer leaderboards focused on congregations and households.

Donations Dashboard

  • Created custom donation reports/dashboards to support mailings. Now all relevant data can be exported and sent to a printer for mailings.
  • Created leaderboards for congregations, households, and Board Member donations history.

Financial Reports/Board Reports

  • Created a system for generating quarterly financial reports for Board meetings.
  • Moved IHNA out of age-old spreadsheet usage and into Salesforce report.
  • Normalized reporting, historical and current, so IHNA would never have to manually create those reports again resulting in more time saved.

Constant Contact Sync

  • Provided extracts from Salesforce to support syncing with Constant Contact.
  • Researched and provided instruction and guidance on installing Salesforce for Cazoomi. Now Constant Contact data to flows into Salesforce.
  • No more manual synching of contact data.

Salesforce Implementation Postscript

Davin Welter, IHNA Executive Director, called out AdVic consultants for their work on this project. “We are very grateful to our project team, which held weekly meetings with us. They were organized, tracked the project with us the whole way, and were very responsive to us. If we had a question at a morning meeting, they would get back to us with the solution that afternoon.”

The AdVic project team was specifically chosen because of their non-profit background. From the onset, they understood IHNA’s challenges and the stressors of being a small organization with limited Salesforce knowledge. Welter added, “They communicated in a way we could understand and appreciate.”

In addition to doing good for the world, Ad Victoriam Solutions Salesforce Consultants are a team of dedicated, innovative technology problem solvers. We are Salesforce cloud and data implementation consultants. We 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.

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Tips for Salesforce Implementation Success

Tips for Salesforce Implementation Success

Thinking about implementing Salesforce or getting ready to kick off your project? Here are some of the top tips to keep in mind from our Ad Victoriam consultants. They have decades of experience implementing successful solutions to manufacturers, healthcare providers, retail chains, and more.

Subject Matter Experts

Start your project on the right foot. Gather your subject matter experts into one room for your Salesforce implementation discovery. They know the step by step process and specific actions needed to do their job better than your C-level and managers.

Full Transparency

Next, be sure to share all of your needs, issues, and concerns with your Salesforce implementation team. It’s important to do this during the discovery phase and throughout the project. This ensures the platform addresses all of your needs. Sharing early and not waiting till the end will help get you what you need by projects end. No concern is too small or too big!

User Acceptance Testing (UTA)

Make sure that the people who use the system on a daily basis are the ones testing it. Use the team members who will “live” in the system. Do not use the manager to test.

Plan for Go Live

Now, it’s time to go live, but it’s first important to understand each person’s part when preparing to go live with Salesforce. Establish a solid roll-out plan that includes status updates, testing, go-live dates and also a user adoption strategy so your org embraces the new system.

If after reviewing these tips you decide that you need guidance to make your Salesforce implementation a success, our Salesforce implementation consultants can help.

Ad Victoriam is recognized as a Salesforce Platinum partner. Our certified team has the experience, skills, and ability to deliver innovative solutions that meet your organization’s precise needs. Rolling out an effective Salesforce org takes time and careful planning. Working with an experienced partner – such as Ad Victoriam Solutions – can help your company harness all of the power that Salesforce offers.

To learn how Ad Victoriam consultants can assure that your new Salesforce implementation will be a smooth success, connect with us quickly at www.AdVictoriamSolutions.com.

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AdVic Partnership: Not Just a ‘One-Off Project’

YANMAR Ad Victoriam Partnership Salesforce Implementation

The YANMAR America and Ad Victoriam Solutions (AdVic) partnership dates back to May 2017 when YANMAR, a recognized leader in the design and manufacturing of diesel engines and diesel-powered equipment, was referred to AdVic directly by Salesforce.

“When choosing AdVic, we were very guarded against repeating our previous Salesforce failures,” recalls YANMAR Business Systems Manager, Brian Williams. “We shared these past developments and adoption challenges with Salesforce, and asked that they provide us a partner with a strong skill-set, reputation, and experience in our industry.”

The YANMAR Challenge

YANMAR was utilizing Microsoft products and two non-relational legacy technologies. Their goal was to synchronize, standardize and simplify their key operating procedures while improving product management.

“Our company had a major gap in the way that we cross-functionally shared customer information,” YANMAR Business Process Improvement Manager, Delaney Langston recalls, “and this gap continued to grow over eight years as our customer base increased. We needed to find a better, more efficient way to manage customer information.

The AdVic Resolution

“Our kickoff project with AdVic was our Salesforce launch (you might say re-launch),” Williams remarks. “AdVic came in and had already self-researched background information about our company, which was a great first impression. To get ready for our Salesforce launch, AdVic came onsite and met with us to learn more about our business. Over the next several months, we engaged in detailed discovery sessions to cover our end to end business. Development and UAT (User Acceptance Testing) followed, which led up to our Salesforce user training and launch. This was a major kickoff project that reiterated who AdVic was, and had us dreaming and believing that bigger things were possible.”

To attack YANMAR’s challenge, the AdVic team initiated a full-scale plan that included:

Lightning UI Customization and Deployment

Designed custom Lightning components to simplify tasks and increase productivity. Improved management of the product life-cycle, inventory levels, and damaged goods.

Single Platform

Seamless integration of existing legacy systems with Salesforce Sales and Service Clouds to synchronize data and processes to provide a comprehensive view of business performance.

Sales Extension

Implemented Salesforce Mobile to accelerate sales fulfillment and improve customer satisfaction anywhere anytime.

Continuous Improvement

Custom designed case resolution process and a methodology for converting cases into sales opportunities. Created automated response time milestones to enable immediate management intervention for higher customer satisfaction.

Looking back, Williams says, “We had little CRM experience before working with Ad Victoriam. They had manufacturing experience so we knew they would understand our high-level needs and business model. After they performed their thorough fit/gap exercise, we moved forward with Salesforce as our solution. Their communication and project scheduling were prompt and flexible. It was a great experience.”

It’s a Partnership, Not a One-Off Project

“Do your homework,” Langston advises. “Make sure you research implementation partners to understand what their skill sets are, who else they have worked with and that they are the right fit for your company’s long-term goals and objectives, not just a one-off project.”

She adds, “One of our organization’s key objectives is to develop a single source customer platform. We recently kicked off our Salesforce Partner Community Project with AdVic, which will expose information regarding online ordering and status, dealer inventory, warranty, technical support, marketing funds and rebates upon its initial launch. As part of our discovery for this project, we have also discussed and brainstormed future phases of this Community to further enhance and expand the customer’s experience.”

“The current relationship is strong,” Langston concludes. “AdVic has been a huge support with our Salesforce.com implementation not only on the day-to-day usage side but also with developing a plan to continue the growth of our Salesforce org to meet the needs of our company’s internal and external stakeholders. AdVic is our partner both now and in the future, as we continue to roll out new features in our Salesforce org.”

If you are looking for a Salesforce consultant who is not just interested in building your next project, but who wants to build your business for future success, contact Ad Victoriam. 

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