The FLUX Pumps name has been synonymous with pump technology for more than 70 years. It was the invention of the first electric drum pump that sparked the creation of the 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 (our second customer!) and remains a top customer today as one of our Managed Services partners.

Initial Projects

The FLUX Pumps team was made up of nine members that served approximately 3,000 distributors. Their process of communications and customer relations was nonexistent, yet they were about to send out invoices. Their process was manual, complex and outdated. Technology was not incorporated into it. Reps used scanners and business cards that were stored in shoe boxes as their CRM.

AdVic’s initial project was to implement a necessary Salesforce Sales Cloud solution. From this, FLUX Pumps’ sales cycle was cut in half. They were awarded efficiency, visibility, and automation with their introductory digital transformation. FLUX achieved great milestones that included doubled conversions, a 20% increase in revenue, and a way to nurture leads that turned into customers.

With technology that empowered reps, AdVic® has helped FLUX Pumps become leaders in their field.

In addition to the success of the Sales Cloud, we helped implement Marketing Cloud Account Engagement as a way to drive new business. FLUX Pumps uses marketing automation to send monthly emails to customers. Prior to this technology, they were only able to communicate with a small fraction of customers.

FLUX North American Former President, Pete Fujimoto, expressed his excitement and satisfaction with AdVic this way: “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 Pete admitted, at the time, that they are still in their infancy with their AdVic/Salesforce solution: “There is more and more that we can do to grow.”

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Partnership Extends Across the Pond

AdVic’s relationship continued with FLUX’s Germany team to create one-directional and bi-directional syncs. With this integration, their team moved from working in two systems, to just Salesforce®. On a nightly basis, contacts and opportunity line items are transferred between systems. On a shorter sync, products and opportunities are created and transferred every five minutes.

Before the integration, their U.S. team swiveled between systems, and used their team in Germany to gain information. Now, all of their data is in Salesforce and all teams have immediate access.

During the time of the integration, AdVic consulted FLUX on the best fit solutions possible. We listened carefully to their needs as to what information required to be exchanged between systems to ensure maximum efficiency on the first shot.

Syncs were tested every other day up until the official go live.

In addition to this integration, we also built-out a method for dynamically adding and removing fields to the integration. Users with admin access had the ability to go into the setup object to configure the integration without the use of code. This empowered their team to change their org whenever needed.

“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 four 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.” – FLUX Pumps

Our Present Partnership

Today, AdVic’s long-standing relationship with FLUX has morphed into a Managed Services partnership, whereby AdVic continues to enhance their Salesforce platform so it always fits their needs. FLUX is equipped with technology that grows and transforms with business, and they are assured that they can continue to connect and communicate with their customers on one unified platform and never miss a beat.

Thriving businesses are agile, scalable, and continually innovate to serve their customers. Based on industry best practices and the latest Salesforce and MuleSoft® advancements, AdVic’s Salesforce and MuleSoft Managed Services Program keeps your cloud-based software in alignment with your processes and goals – often at a lower cost than one employee – so your business can thrive. Let’s talk about ways your business can start thriving today!

Related Resources:

AdVic Provides a Managed Services Solution

Building and Maintaining Relationships Through Managed Services

Moving Your Business Forward with Salesforce Managed Services

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Residential Elevators is the premier electrical equipment manufacturer focused on home elevators. Their product is custom-built in the USA for the home in which it will be installed. Manufacturer Representatives manage projects from conception through installation. Their factory-trained elevator mechanics are the best in the business, and their world-class Service Department handles all services for the life of the elevator. This is why they need the best technology and Salesforce partners to provide employees and customers with exceptional service.

Why Did They Choose AdVic? 

Already equipped with a legacy system that catered to their business needs, Residential Elevators needed a system that offered even more. Their legacy system had functionality around scheduling and mapping on mobile, however, AdVic® and Salesforce® offered an even better solution. 

Luckily, Residential Elevators had a digital system that stored and maintained their data, however when they decided to pivot to a better system, Salesforce, they ran into the challenge of mapping the processes and the mapping of all the historical data that we had into a new system.

It is very common for organizations to undergo data migrations at some point in their development, and of course, poor planning and lack of resources contribute to slow user adoption, but AdVic prevents that.

Moving data from one place to another is challenging. It can be a costly, time-consuming, and complex venture. We do our best to ensure that this process is as seamless as possible by providing teams with the right tools to succeed.

Another challenge that many organizations face when undergoing digital transformation is stakeholder buy-in. For Residential Elevators, it is the same thing. With the help of AdVic, WebEx, and Zoom calls, we were able to continually sail through the process of the benefit that we’re going to get at the end. Initially, the adoption rate was tough, but making it easy by having everybody trained and part of the process was impactful.

A View From Customer Service 

With the help of AdVic, the customer experience has also advanced. Initially, the Customer Service team at Residential Elevators had a difficult time viewing customer data as a whole. Their new system allows a much better visual representation of the overall customer process and what the customer has done with them from start to finish. In addition, tying in some other ancillary components outside of Salesforce and integrating those into Salesforce has helped their team.

Efficiency in Business

Residential Elevators’ biggest increase in efficiency comes from the mobile side, which gives their field service technicians the ability to do all their work on a mobile platform they call an “E tool,” which is a mini laptop and can process the payments and everything right there from the phone, and has helped that process grow and evolve. 

Before they used to have to pull out a small “E tool” kit, a small laptop, and do all of their work on that using a thick client that would integrate back into their home systems or would data sync at certain periods back into their home system, where this is more real-time, no real synchronization other than the app, of course, but this is a more real-time information strand that they get to see as they’re going out to that customer’s job site.

Efficiency for technicians also means efficiency and satisfaction for customers. Techs are equipped with customers’ history with the company before even stepping on-site allowing them to be knowledgeable about the customer and their needs. 

Where Are They Now?

As previously mentioned, migrating from one system to another is a challenge within itself, but when done right it can transform the way employees work for the better. The initial project of implementing Salesforce Service Cloud eliminated top pain points for Residential Elevators’ employees, who once needed to key in 60+ job-related data points to close out the day, which increased productivity and accuracy. Their digital transformation also replaced manual keying and tracking once we implemented the Salesforce Service Cloud mobile app. 

Residential Elevators is now seeing profound improvements with their new and improved CRM system. In the ever-evolving world of Salesforce, their technology is continuously seeing updates, new features, and more functionality that enables their business to progress. 

Are you an electrical equipment manufacturer considering a Salesforce implementation? You will want to seriously consider a consultant who is not just interested in building your next project but wants to build your business for future success. The AdVic team is ready to start your project today. Reach us here.

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It’s no secret that fostering positive relationships with your customers out-of-the-gate can help to transform those customers into real brand supporters and long-term partners. 

Such is the case with AdVic and a recent high-tech customer that provides cloud-based business solutions to their customers. 

The Initial Project

In need of a solution for their rapidly growing business, our customer called on AdVic® to assist with staff augmentation for their Salesforce® org. While their business adjusted to growth, they were in need of “run-the-business” work to set revenue goals and implement the right technology for their strategy. 

Enter AdVic’s Salesforce consultants, who were dedicated to leading this customer’s technology to victory by optimizing and rebuilding their system with Sales Cloud, CPQ, and Conga. 

In the midst of the initial project, our customer acquired another company. and needed to merge orgs. Along the way, AdVic’s consultants found gaps in their technology infrastructure that needed to be filled. The most outstanding was their lack of process for requirement gathering. AdVic’s consultants understand every aspect of Salesforce CRM. With this knowledge, they were able to help our customer collect various offerings to implement the best functions into our customers’ Salesforce org throughout the implementation. 

Our customer’s initial assignment quickly transformed into a multi-product operation when they acquired the new company. On the surface, this seems like an effortless process, however, combining two orgs into one, including different processes, objects, and automation, requires a deep reflection of future business goals. Together, AdVic and our customer combed through data, gathered insight, and began the process of building the perfect CRM for our customer.

Another gap in our customer’s technology was the lack of flexibility in their CPQ functionality. That is when AdVic applied multidimensional quoting to their org. 

With the flexibility provided by multidimensional quoting and the efforts of the AdVic team, a number of common deal blockers were systematically resolved. This allowed our customer’s team to close deals in record time. 

Relationship Formation

Once the go-live of our customer’s CPQ rebuild was complete, AdVic remained close to our customer to tend to any changes, new projects, or quick fixes that may have been needed to be done… and they did. Our customer needed to push to Production on their org on a weekend. 

According to our customer’s’s Salesforce Platform Manager, “The timing of this push was perfect since the Revenue Accounting team would be ramping up Opportunity review starting on Monday, January 31. This fix reduced 90% of the work that one full-time Sales Ops employee was doing to manually fix rejected Opportunity data. It also drastically reduced the Revenue Accounting team’s time spent working back and forth with Sales Ops (and IT) on the fixes. As a result, the Revenue Accounting team was able to complete all Deal reviews and successfully sync January Opps to NetSuite by February 2 at 2 p.m. PT.”

The Salesforce Platinum Manager added, “This is the fastest their team had ever completed deal review at Month End. In addition to improving close velocity, we are restoring trust in the system and creating light at the end of the tunnel for the teams that have suffered from these bugs for 15 months.”

Relationship Turns to Partnership

AdVic’s relationship with our customer began as just a simple Staff Augmentation for their Salesforce org. However, that relationship has since transformed into a partnership that empowers our customer across all departments. Initially, our customer’s platform lacked processes, automation, and multidimensional elements. AdVic assisted our customer with systematic requirement gathering, built-out custom CPQ quoting, along with a custom Conga form that accelerated closing, increased productivity, and merged Salesforce orgs as needed. Today, AdVic maintains a close relationship with our customer’s leaders, and keeps a close eye on their Salesforce platform to ensure their platform continues to align with their business.

If you’re looking for a Salesforce consulting company with vision beyond an initial project, talk to a member of the AdVic Team today to learn why we’re not interested in a relationship with you…. we want a partnership with you!

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The Client Challenge

An AdVic client’s technology was lagging behind and they were becoming less and less relevant to their merchants. They had an antiquated, homegrown system called Business Platform (still in-service for now) that sorely needed a modern, more functional interface – and had a seamless mobile experience, too. 

To get there, the client knew they had to start offering services to their merchants and their partners’ merchants (B2B and B2C) to remain competitive. Specifically, the payment gateway provider had a wish list that included:

• Supplying their customers with a device that swipes credit cards in their brick and mortar stores.
• The ability to accept online transactions.
• Offer self-service options to their merchants.
• Implement modern APIs that allow them to do more for themselves and their customers.
• Offer the latest touchless pay terminals.

The Back Story

Prior to working with AdVic, the client, a company that enables a global network of merchants to accept payments anywhere and easily manage all on one platform, had executive advisors recommended that they have a road-mapping strategy to help them securely do business in multiple channels including online, mobile, and in-person. 

As it turned out, one of those executives had worked with AdVic on a previous project and led them to contact AdVic to implement their needed integrations. 

Here’s a look at the solution AdVic delivered.

The AdVic Solution

The AdVic strategy for the client was to implement Salesforce® and to use MuleSoft® to integrate Salesforce with their backend systems and use Salesforce as a system of engagement with a Customer 360 view. That way, all of their merchants can log in and see all of their transactions, see what plan they are on, onboard quickly, request equipment, etc. 

There were also numerous actions set up in Service Cloud that helped the client’s’ merchants to deflect cases – allowing the merchants to solve their issues quickly with the resources made available – before they had to pick up the phone and call somebody or send an email or submit a case through the portal. 

The truth is, the client was able to do all of those things in the past. However, by leveraging Salesforce, they had the ability to use MuleSoft to integrate their current system with a much more modern automated system with a robust interface that instantly garnered them the accolades of their merchants and saved the company money, too. And best of all, with the impressive capabilities of MuleSoft along with AdVic’s experienced team, the client began reaping the benefits of the system within just a few short months.

Are you considering a Salesforce and MuleSoft integration? You will want to seriously consider a consultant who is not just interested in building your next project but wants to build your business for future success. The AdVic team is ready to start your project today. Reach us here.

Related Resources:

How Salesforce and MuleSoft Create a Seamless Customer Experience

What Can MuleSoft Do for Your Salesforce Org?

MuleSoft Composer’s Ease of Use Reduces the Need for IT

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As the world changes around us, it is important to utilize the best technology to connect with customers in a way that fits their expectations. To that end, AdVic recently assisted a nationally-known home builder and seller of energy-efficient homes in having access to the necessary tools to satisfy customer needs.

For the initial project with this client, AdVic enabled functionality in Salesforce Lightning to improve efficiencies, increase ease of use, and create data visibility to accelerate the sales process. As a result, the relationship advanced into a strategic partnership, whereby the client continues to rely on AdVic as an extension of their business today.

Platform Thrives with Managed Services 

In an effort to have an easy transition during the post-go live phase, this client signed their first-annual managed services agreement with AdVic, which is now on it’s third renewal. 

In the beginning, the client managed their platform in-house with their own Salesforce admin. Once their admin went on maternity leave, AdVic was hired for managed services. While covering for their Salesforce Admin, solutions to effectively enhance the use of their  Salesforce platform were identified. With direct access to this information, leadership was able to make smart decisions based on findings to maximize their platform usage. 

Understanding the client’s business allowed AdVic to identify additional features, security set-ups, and to overcome roadblocks. Along with maintenance, Tableau CRM (formerly known as Einstein) was implemented to customize dashboards to meet business objectives enabling projections, advanced forecasting, marketing, page components and more.

After reviewing possible solutions for providing the best service in the course of a pandemic, AdVic and the client generated a plan and executed it. The client now has safe measures to satisfy customers. Providing virtual tours and a virtual space to collaborate with customers, the client is still able to personalize homes to their customers’ liking. 

Throughout our partnership with the client, AdVic has filled in as their admin ensuring ideal performance from their system, providing upgrades and enhancements. Now equipped with marketing, sales, and service insights on one platform, the client can ensure a personalized, seamless experience for their customers. 

Thriving businesses are agile, scalable, and continually innovate to serve their customers. Based on industry best practices and the latest Salesforce® and MuleSoft® advancements, AdVic’s Salesforce and MuleSoft Managed Services Program keeps your cloud-based software in alignment with your processes and goals – often at a lower cost than one employee – so your business can thrive. Let’s talk about ways your business can start thriving today!

Related Resources:

Salesforce Managed Services Advantages That Control Costs

AdVic’s Thrive Managed Services for Salesforce Program – Podcast

Moving Your Business Forward with Salesforce Managed Services

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Continued enhancements of Salesforce® keeps technology inline with business strategy – it’s a vital part of staying relevant and scalable. Knowing what needs to be done, and when, is a challenge. Here is how Polyglass stays relevant and on target. 

The Back Story

Polyglass manufactures and installs cutting edge roofing and waterproofing products that often exceed the expectations of their customers. Their unique product speaks for itself. However their underperforming homegrown system hindered their service and sales ability to excel. With manual, broken, and time consuming processes, it was time for a digital transformation. 

Initial AdVic-Led Project

In need of a solution that provided reps with efficiency, Polyglass contacted AdVic to transform their technology. To boost productivity and simplify complexities in the everyday lives of their reps, a multi-cloud solution was implemented. With the help of AdVic, roof inspection appointment times decreased a total of 75%, and reps were rewarded with flexibility when utilizing Salesforce Mobile to capture, edit and add aerial view to work orders – amongst other things – which was an overall win.

The efficient and Salesforce-focused team that is provided to Polyglass on a monthly basis, creates a flawless environment for sales to run their day-to-day operations. It allows them to succeed in their goals and to focus on the needs of their customers and contractors.

Extended Relationship Formed

When it comes to the ever-evolving world of Salesforce, updates, tickets  and customizations are unavoidable. Over the years, the AdVic team has built a genuine relationship with Polyglass, much like an extended employee. We understand the ins and outs of their business from project implementation, continued discovery, and frequent engagement. Maintaining Salesforce can be time consuming to team members, and can also waste resources and productivity. This is where AdVic comes in.

With a mighty and multidimensional tool like Salesforce, it is usual for companies to underutilize their platform. However, with actual maintenance and support from AdVic, that is not the case for Polyglass. With a combination of Salesforce expertise and an understanding of business expectations, we provide Polyglass with Managed Services that propels business for them every day. Our consultants have conducted a multitude of discovery sessions, and onsite visits that educated us on the right updates that have made existing processes faster.

Hassle-Free Enhancements

Salesforce releases new highlights three times per year where clouds are revamped with new features. As time goes by and business evolves, these features can enhance consumption by sales teams. Since Polyglass’ initial project three years ago, Salesforce improved in ways that greatly benefit their daily routine. As an example, we have updated their Field Service Process checklist and photo uploads. This once time-consuming task is now automated and less tedious. 

Our Salesforce connoisseurs understand the Salesforce platform inside and out and are certified to help you with anything from updates, to bugs, to integrations, and more. When a Conga update was administered at Polyglass, reps were empowered to send more dynamic and templated notifications to their contractors with just a click of a button instead of building out each document. 

Salesforce and MuleSoft® Managed Services by AdVic empowers Polyglass by ensuring an efficient and modernized platform. It also equips them with a partner that understands their business needs and that has the resources to execute all things Salesforce. Also, with our instruction, blogs and podcasts resources readily available, Polyglass is equipped with the knowledge to understand and use Salesforce to its full potential.

Thriving businesses are agile, scalable, and continually innovate to serve their customers. Based on industry best practices and the latest Salesforce® and MuleSoft® advancements, AdVic’s Salesforce and MuleSoft Managed Services Program keeps your cloud-based software in alignment with your processes and goals – often at a lower cost than one employee – so your business can thrive. Let’s talk about ways your business can start thriving today!

Related Resources:

Salesforce Managed Services Advantages That Control Costs
AdVic’s Thrive Managed Services for Salesforce Program – Podcast
Moving Your Business Forward with Salesforce Managed Services

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New standards require distributors to progress or sink in the competitive retail industry. For modern retail distributors, victory is to defeat challenges by finding new ways to run businesses efficiently. It is essential for distributors to have software that allows their operations to grow and remain strong in the face of change. 

More frequently, retailers are growing their businesses and overcoming obstacles with high tech solutions that provide stability, advancement and ease-of-use. A recent AdVic customer is one of those companies.

The company’s previous software, Microsoft Dynamics, was outdated and disparate. Due to having disconnected systems, business was at a standstill, as they did not have a way to conduct a true market analysis. Completing their tasks manually was timely and left plenty of room for human error and inefficiencies. 

In order to remain competitive, the company needed a digital transformation that would propel their business forward. They reached out to AdVic for assistance. 

The AdVic Challenge and Solution Overview

This particular company is an integrated food services company in the business of distribution to convenience stores, contracting with food services, and development of proprietary concepts and brands. 

The company offers innovative solutions to businesses looking to build their brand at a controlled cost and peace of mind. With their diversified customers, they require technology that is user-friendly, customizable, and that offers advanced solutions. Using Microsoft Dynamics, they felt left behind. On the prowl for a dynamic and robust CRM experience, The company partnered with AdVic to simplify processes and advance sales.

 After integrating to Salesforce®, the company reached great heights, found new successes and cohesiveness within their company’s operation and advancement. 

AdVic spoke with the company’s Certified Salesforce Administrator and Sales Training Manager about how the company’s challenges were resolved with Salesforce.

The Digital Transformation Details
The Technology: Sales Cloud  I  Salesforce Maps I Tableau  I Salesforce Mobile I  Pardot

How did the Salesforce Implementation impact your sales process, opportunity forecasting, and goals? 

“The Salesforce Mobile app has made it possible for our team to capture accurate store-level data while in the field. Salesforce provides an excellent reporting dashboard, so the real-time data that is now captured is at our fingertips.  Our team is universally ecstatic with having reliable, easy to use mobile app – because our sales goals are now easier to achieve.”

How are sales reps using the platform for better targeting? 

“Pardot was key to engaging with new customers. Now equipped with the right marketing tactics and strategies, our company’s sales representatives were able to draft marketing plans that targeted engaged customers – those prospects that are “ready to go.” With a goal of 15.4%-22% closing, sales reps are now provided with critical information to achieve this mark.

“Our company’s efficiency levels increased tremendously as repositories of information became easily accessible from wherever they were. 

“Now with platforms that communicate with one another, reps were able to balance their day-to-day duties to ensure they focused on the right targets resulting in operational efficiency.” 

 Analytics and Improvements

The company lacked the data they needed to accurately forecast product needs – this impeded their ability to provide leadership with an accurate future financial view of sales. By implementing Tableau, the company is now able to upload raw data into the system and have Einstein work its magic to provide a forward looking forecast for financial analytics. This once manual task, taking 25-hours, now takes one-hour!

 Before partnering with Salesforce and AdVic, the company was never able to conduct a true market analysis of 180,000 convenience stores they were looking to potentially partner with in an “affordable and scalable way,” the company rep remarks.  

Now that the company utilizes business data from Maps, they are able to do so. The rep explained, “We set up a proximity around existing customers, then populate the U.S. business data outside of those proximity but inside territory.” 

The company is also now able to quantify available leads that can be targeted. They have recently conducted analysis of the entire market share, which is something their company has not been able to do in 25 years. 

With Salesforce and AdVic, this company transformed its selling process, marketing, and operations. Now empowered more than ever before, AdVic equipped them with their very own platform. Tailored to their unique needs, Sales Cloud, Pardot, Tableau, and Salesforce Maps are accessible from their mobile platform, allowing for increased productivity and efficiency. Sales reps can now conduct prospecting and sell calls from their mobile devices, along with managing deals. 

Is your company in need of similar solutions as this company’s? Don’t put them off anymore! Fill out the quick form below, or click here, and an AdVic consultant will be right with you! 

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• Adding a loyalty program to an e-commerce platform can increase average order quantity by 319%. 
• 79% of consumers say loyalty programs make them more likely to continue doing business with brands. 
• 39% of loyal customers will spend more on a product, even if there are other less-expensive options available. 

These are some of the reasons why a manufacturer – that develops and sells market-leading brands to consumers globally – was desperate to create a comprehensive, efficient, effective, and revenue-generating rewards program. 

Their Top Barrier?

They lacked the technology to support their initiative. They knew it was time to abandon their laborious and unproductive processes – and integrate more tools with their only system (Salesforce Marketing Cloud) so they could fulfill their vision. This is when they partnered with Ad Victoriam’s Manufacturing Consulting Team, who guided them toward the data and system solution that now delivers the rewards program experience they wanted (and needed) for their customers. 

Team AdVic’s Solution

In our quest to meet this client’s growth needs, the AdVic Team implemented Salesforce’s Sales Cloud, Service Cloud, numerous apps, and re-configured Marketing Cloud. Here are the specific steps taken: 

• Implemented and integrated Sales Cloud, Service Cloud, Conga, 8×8 phone system, Facebook, Star Points, ZenCraft, and more, with their Marketing Cloud platform, which also replaced their homegrown CRM.
• System replaced the utilization of a six-seven member team from a third party call center with three new hires, significantly reducing cost.
• Integration with the Clients website replaced Merkle, a batch data processor, which was expensive, cumbersome and provided week-old data.
• Coupon redemption management created through flows to monitor and reject coupons based on duplicate utilization and when custom reached coupon limits.
• Designed and integrated store location functionality to provide customers with “store nearest you” information based on their exact location.
• Implemented with Star Points ZNY Rewards to track points based on rewards points rules such as “add 15 points for birthday.”
• Built flow-based inventory system, supported by FIFO, creating picklists configured based on warehouse layout (Conga), and shipping labels (ZenKraft).   
• Custom-built journey through Marketing Cloud triggering emails during the product purchase lifecycle and to drive rewards program engagement.
• Tailored Service Cloud and Lightning Component to manage product claims expediting case resolution.
• Replaced Excel spreadsheets and sticky notes with attractive and actionable reports and dashboards.

Looking to build loyalty? Let’s talk about setting up a rewards program focused on multiplying product purchases and repeat customers – based on your business model. Ad Victoriam’s certified Salesforce® consultants are ready to take the journey to success with you. Let’s talk today! Just fill out the quick form below and we’ll get right back to you!

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The Client’s Quandary

The AdVic Multi-Cloud Fix

• Migrated more than 200K case records/fields from multiple tables into Salesforce® after an extensive data cleansing process which significantly increased data integrity and usability.
• Configured Sales and Service Cloud enabling clients to decrease reliance on manual process for safety screenings and customer questionnaires.
• Built custom provider ranking and search functionality, which displayed best-fit providers based on geographic location (point to point rather than Zip Code-based), feedback, gender, and session allotment/utilization, etc.
• HIPAA-compliant safeguards established, including password-protected authorization sheet transfer (Salesforce to Provider), and security event monitoring to quickly detect breaches.
• Linked people records to families through Health Cloud’s Household functionality to establish patient/family record access levels based on patient permissions.
• Tailored dashboards by client to furnish service utilization data to each customer.

Introducing Service Cloud Accelerator from Ad Victoriam Solutions

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The Three-Prong Challenge

The first AdVic challenge centered around this healthcare organization’s sales team’s lack of access to 360-degree, up-to-date data as they visited clinics nationwide.  This was causing them to lose market share.

The company also needed an effective sales tool to attract and engage new hires to combat its high employee attrition rate.

And lastly, management needed to automate processes and increase visibility into key referral KPI’s. Their goal was to decrease manual intervention and make smarter decisions.

Steps to Resolution

AdVic’s resolution was the implementation and integration of Salesforce Health Cloud and Maps with the Client’s back-office system. It was complemented by these carefully-crafted additional steps:

• Integration of clinical data with the Client’s patient and physician referral data – based on HIPPA guidelines. This provided needed visibility for sales reps to combat lost market share.

• Connected physician data through Person Accounts to Clinic Accounts and corresponding patient data. The exposure of referral KPI’s, based on patient-physician relationships linked to the Clinic Accounts, provided management with desired data insights in dashboards to drive performance and business decisions.
• Created data layers for clinics within Salesforce Maps to give the sales team productive meeting schedules and easy access to top data points that accelerated productivity.

As we did with this client, Ad Victoriam’s experienced multi-cloud Consulting Team is ready to apply their knowledge and passion to help you drive your sales initiatives and recapture your market share. Let’s connect today!

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