Category: Salesforce

Highlights from the Salesforce Summer '22 Release
May 17, 2022
Highlights from the Salesforce Summer ‘22 Release

Salesforce® has once again packed their platform with exciting new features inside its forthcoming Summer ‘22 Release, which – depending on your instance of Salesforce – can begin to be experienced as early as the first release weekend, May 21, 2022. And as they always do, AdVic’s consultants have poured through every one of the […]

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What is B2B2C?
May 10, 2022
What is B2B2C?

Is your organization B2B, B2C, or B2B2C? The way you interact with your clients, the way you define success, and the technology you use all tie into the business model that defines your company.  How, why, and where your company purchases raw materials or the channels you use to market your products, all tie into […]

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The Seven Stages of a Sales Pipeline
May 03, 2022
The Seven Stages of a Sales Pipeline

Not to be confused with a sales funnel – which looks at the whole customer journey and the various stages a consumer will go through in their journey towards purchase – a sales pipeline looks at the different steps in the sales process, from gaining the lead to closing the sale. It is brand-focused, in […]

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How a Relationship Turned Into a Partnership
Apr 26, 2022
How a Relationship Turned Into a Partnership

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 […]

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What is Salesforce Interaction Studio?
Apr 19, 2022
What is Salesforce Interaction Studio?

Interaction Studio is Salesforce’s real-time personalization and interaction management solution that’s part of Salesforce Marketing Cloud. But what does that mean?  For starters it means giving organizations (especially marketers) the ability to promote relevant products and services to their customers and prospects across channels like web, email, and mobile in real-time with offers specifically and […]

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Talking Tech Trends with Salesforce Ben & AdVic
Apr 12, 2022
Talking Tech Trends with Salesforce Ben & AdVic

In the world of technology, things are ever-changing. From automation, updates, and discoveries, there are constant advancements to benefit businesses across all industries.  During a recent AdVic® “Salesforce Simplified” podcast – titled “Talking Tech Trends with Salesforce Ben” and featuring Salesforce Ben’s Ben McCarthy and AdVic President Brian Mize – we discussed top tech trends […]

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Storytelling with Data - AdVicoriam Solutions Salesforce Blog
Apr 05, 2022
Storytelling with Data

Data is more than a trending topic. Today, data drives business solutions and tells a story about what is happening in your business. Whether manufacturers are using data to pinpoint defects or downtime in their machines, retailers are analyzing their new loyalty programs, or a healthcare provider is monitoring patient engagement, data tells a story. […]

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Do You Need Sales Automation or An Upgrade?
Mar 29, 2022
Do You Need Sales Automation or An Upgrade?

From the top of the sales funnel to closing, the sales process has a lot of steps. In many cases sales begins with marketing initiating the first touching point. It could be socials, ads campaigns, or email marketing, and from there, prospects flow through the funnel hopefully landing in a closed deal. This process has […]

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The Value of Good Customer Excellence for Manufacturers
Mar 15, 2022
The Value of Good Customer Excellence for Manufacturers

Whether a customer is leaving a comment with a chatbot or having an initial conversation with a sales rep, they both define their experience with your company. Every touchpoint with customers influences their attitude towards your brand.  Why does this matter? It matters because Customer Excellence drives customer loyalty, advocacy, and retention.  What Does Good […]

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Top 3 Reasons to Integrate Billing with Salesforce CPQ
Mar 08, 2022
Top 3 Reasons to Integrate Billing with Salesforce CPQ

Salesforce Billing™ is an add-on package that builds on the existing Salesforce CPQ™ package to allow for users to invoice orders coming out of the sales completed through CPQ. By bringing Finance into the same platform as Sales, organizational silos are reduced to provide your customers with the best experience possible. In Salesforce Billing, Finance […]

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