As we close out 2024, it’s the perfect time to reflect on how Salesforce® has empowered businesses to innovate, scale, and thrive. We’re immensely grateful for the continued support and collaboration from the Salesforce community, which has fueled this incredible journey.

In our final blog of the year, we present “The Top 24 Salesforce Blogs of 2024,” curated by AdVic®. These articles, shaped by the insights and feedback of our readers, offer valuable takeaways for everyone in the Salesforce ecosystem.

We hope these blogs inspire and guide you as you continue your Salesforce journey.

Wishing you a fantastic New Year from the Ad Victoriam Solutions Team!

1. Fortifying Healthcare Cybersecurity with Data Diversification

On a recent Summer 2024 Ad Victoriam Salesforce Simplified podcast, the topic was data security within the healthcare industry. Our expert guest from AdVic® taught us quite a bit about how the latest cyber threats are affecting the healthcare industry, gave us current-day examples of data breaches and the impact they are having, advised on how to safeguard sensitive patient data, talked about how Salesforce® solutions are leading in data protection, and much more. Read More

2. Salesforce Ben’s Christine Marshall Highlights Top Summer ’24 Release Features

On a May 2024 AdVic “Salesforce Simplified” podcast – we spoke with Salesforce Ben’s Technical Content Director and 12X Salesforce-Certified Evangelist Christine Marshall about her favorite new features in the Salesforce Summer ’24 Release. Here are the eight she selected for AdVic®. Read More

3. Salesforce Ben’s Christine Marshall Highlights Top Spring ’24 Release Features

On a January 2024 AdVic “Salesforce Simplified” podcast – we spoke with  Salesforce Ben‘s Courses & Community Director and 12X Salesforce-Certified Evangelist Christine Marshall about some of her favorite new features in the Salesforce Spring ’24 Release. Here are the six she selected for AdVic®. Read More

4. AdVic Turns 10: A Discussion with Our Top Dawgs

On an April 2024 episode of the Ad Victoriam Salesforce Simplified podcast, the topic was… Ad Victoriam Solutions (AdVic®). You see, we celebrated our 10th anniversary in 2024 (in May to be specific), so we thought you might like to learn a little bit more about us: our roots, our culture, and more about the Salesforce® world… so we’ve invited AdVic CEO Jeff Jones and President Brian Mize to fill in those holes for us. Here are just a few of the highlights from that conversation. Read More

5. Top Salesforce Winter ’25 Release Features: Selected By Salesforce Ben’s Christine Marshall

On a September 2024 Ad Victoriam Salesforce Simplified podcast – we spoke with  Salesforce Ben‘s Technical Content Director and 12X Salesforce-Certified Evangelist Christine Marshall about some of her favorite new features in the Salesforce Winter ’25 Release. Here are the seven she selected for AdVic®. Read More

6. The Role AI & GenAI Are Playing in Today’s B2B Marketing

To understand how these tools are evolving into today’s B2B marketing space, AdVic® invited digital marketing agency Vende Digital Founder and CEO Paul Slack back to the “Salesforce Simplified” podcast in late 2023/early 2024 to get his take on where we are and where he sees AI and GPT advancing B2B marketing efforts. What follows are a few of the highlights from that conversation. Read More

7. An Insider’s View of Salesforce’s Account Engagement (Pardot) & Marketing Cloud

Salesforce Ben‘s Operations Director, Lucy Mazalon, knows a thing or two about Salesforce’s Account Engagement (a.k.a. Pardot) and Marketing Cloud. We invited her to be a guest on a February 2024 episode of the Ad Victoriam Solutions Salesforce Simplified podcast to discuss the difference between those two marketing tools. Read More

8. Enhancing Customer Experience with AI

On the July 2024 episode of Ad Victoriam’s  Salesforce Simplified podcast, we dove into the transformative role of AI in enhancing customer experience. Joined by guest Nick Glimsdahl, a senior account executive at VDS and host of the Press 1 for Nick podcast, the discussion explored how AI reshapes customer interactions across various industries. Read More

9. Boosting Sales with AI & GenAI: The Game-Changers for Productivity

Within sales, AI is like having a super-smart assistant, always ready to help. It’s not about replacing humans but enhancing their capabilities. AI can analyze vast amounts of data faster than you can say, “closing the deal.” Now, sales teams can focus on what they do best – building relationships and sealing the deal. In this blog, we looked at what sales teams will accomplish when they embrace AI. Read More

10. Salesforce Nonprofit Cloud: Powering Impact

Implementing a customer relationship management (CRM) tool can be a daunting task for any organization. For nonprofits with smaller staffs and limited budgets, it presents a myriad of challenges. But with Salesforce’s Nonprofit Cloud, it can be a walk in the park. From its cost-effectiveness to its ability to drive fundraising, donor engagement, and project success, the world’s #1 CRM helps empower nonprofits to new heights. Read More

11. Creating a Healthier World with Salesforce

Doctors, nurses, schedulers, and other healthcare professionals have played an intricate part in ensuring our safety throughout the recent healthcare industry challenges. During this time, healthcare has become disrupted and the industry needed innovation quickly. From in-person visits, pick-ups at the pharmacy, and an influx of ICU patients, they adopted new ways to care for everyone. How did they do this? Technology. Read More

12. The Power of Managed Services in Technology Management

Many businesses have internal challenges, such as bandwidth limitations or limited in-depth and broad-based knowledge among their staff. In such scenarios, considering a Managed Services solution becomes a logical choice. These solutions, delivered by certified experts working as an extension of your team, offer cost-effectiveness, flexible commitments, and tailored solutions to meet your specific needs. Read More

13. Outset Medical Transforms Marketing with AdVic: A Success Story

After successfully leading several large-scale projects to help medical technology company Outset Medical evolve key capabilities within Salesforce Service Cloud, Ad Victoriam Solutions (AdVic®) was invited to participate in an RFP to help them migrate from another third-party marketing automation platform to Salesforce Marketing Cloud. Read More

14. AdVic Earns B Corporation Recertification

In May 2024, Ad Victoriam Solutions (AdVic®) proudly celebrated our 10th anniversary. But there is another milestone we were proud of in 2024… We’ve re-certified as a B Corporation! Read More

15. Manufacturing in the Fast Lane: How Salesforce Manufacturing Cloud Puts You in the Driver’s Seat

Imagine a single platform that streamlines operations, secures your valuable data, and gives you a complete picture of your customers – all while boosting collaboration, eliminating roadblocks, and keeping everything transparent. That’s the power of Salesforce Manufacturing Cloud. Read More

16. Elevating Sales Efficiency: 5 Key Benefits of Salesforce Billing Integration with CPQ

Salesforce Billing, an add-on package to Salesforce CPQ (Revenue Cloud), empowers users to seamlessly invoice orders generated through CPQ sales, consolidating finance and sales functions within a unified platform. This integration streamlines invoicing, payment processing, tax application, and credit/debit note issuance, fostering organizational cohesion and enhancing customer experiences. Here are the top five reasons to use Salesforce Billing. Read More

17. How Salesforce Can Help Startups Grow and Scale: Beyond the Cost Perception

For many startups, the initial focus is building a strong foundation and achieving product-market fit. In this phase, cost-consciousness is paramount, leading some to believe that a Customer Relationship Management (CRM) solution like Salesforce® is out of reach. However, this perception overlooks the immense value Salesforce offers startups looking to grow and scale across any industry while streamlining operations, and building deeper customer relationships. Read More

18. Barking For Service: Using Volunteer Time Off to Boost Pet Adoptions

In early 2024, Jasper, Georgia-based nonprofit Barkville Dog Rescue reached out to AdVic for help with a marketing overhaul and we emphatically raised our hands to serve. Our in-house marketing team quickly got to work, taking advantage of their Volunteer Time Off, a benefit allowing each employee to spend 40 paid hours volunteering with a nonprofit of their choice.  For this project, that meant helping BarkVille rebrand its “Be Cool, Adopt” logo, completely rebuilding its website, adding new images and videos, and helping bolster its calls to action for donors, volunteers, fosters, and people searching for their family’s new four-legged sidekick. Read More

19. Why Traditional CRM Falls Short in Healthcare

Imagine a patient who feels unheard and confused by their healthcare journey. This scenario, unfortunately, is all too common. To thrive in today’s competitive landscape, healthcare organizations need a solution: building strong patient relationships through a robust CRM system. This is where Salesforce Health Cloud comes in, offering a revolutionary approach to Customer Relationship Management (CRM) specifically designed for the healthcare industry. Let’s take a look at it, but first, what functionalities make a valuable healthcare CRM? Read More

20. 10 Salesforce Products to Supercharge Your Sales Pipeline

Salesforce® offers a powerful suite of cloud-based tools designed to empower businesses of all sizes. However, navigating the vast array of Salesforce products can be overwhelming. If you’re looking to streamline your sales processes and boost efficiency, here are 10 Salesforce products you should consider. Read More

21. Meet Salesforce’s Einstein Copilot: Revolutionizing Business with AI

In today’s rapidly evolving digital landscape, businesses are constantly seeking innovative solutions to streamline their operations, enhance customer experiences, and stay ahead of the competition. Enter Salesforce’s latest game-changer: Einstein Copilot. This cutting-edge AI-powered tool is set to transform the way businesses interact with their Salesforce® platform, revolutionizing productivity and efficiency like never before. Read More

22. 9 Signs It’s Time to Hire a Certified Salesforce Consultant

Have you ever attempted to tackle a Salesforce® implementation in-house, lacking the necessary knowledge and expertise, only to find yourself falling short of achieving your goals? Perhaps you’ve experienced the frustration of navigating through the complexities of Salesforce features and functionalities, resulting in wasted time, effort, and resources. Your initial excitement may have waned as you questioned the suitability of Salesforce for your needs. This is where the importance of engaging a Certified Salesforce Consultant becomes evident. Without the guidance of an experienced partner, you risk prolonging the implementation process and squandering additional resources. Read More

23. CRM Adoption: The Flaw in ‘You Build It and They Come’

Michael Hudlow, a leader in business transformation and corporate innovation – and an expert on the topic of CRMs – was a February 2024 guest on the Ad Victoriam Salesforce Simplified podcast and talked about common, but not always obvious reasons people don’t use and adopt CRMs, including Salesforce CRM. Michael is also the author of the books, “How Not To F*ck Up A CRM System: Learning From Others Mistakes” and “How Not To F*ck Up Artificial Intelligence & CRM Systems: Maximizing ROI With AI.” Here are some highlights from that conversation. Read More

24. Maximizing Your CRM Investment: How Budget-Conscious Businesses Can Make the Most of Salesforce

In a time where every connection counts, mastering customer relationships has become essential to success, regardless of your company’s size or stature. While Customer Relationship Management (CRM) software like Salesforce® is often associated with large corporations, it’s an equally valuable tool for small and budget-conscious businesses. The misconception that Salesforce is prohibitively expensive might keep some companies away, but the reality is that it offers flexible, cost-effective solutions designed for organizations of all sizes. In this guide, we’ll show how businesses on a budget can maximize their resources with Salesforce, using its powerful CRM tools without overspending. Read More

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It’s that time of year again. As the weather turns cooler and the leaves change color, we gear up for the holiday season, which means gifts for loved ones, clients, business partners, and team members. 

With every purchase, we can support great businesses and worthy causes, spending dollars with organizations committed to serving people and the planet. As a certified B Corp ourselves, Ad Victoriam Solutions (AdVic®) takes this responsibility seriously, and we wanted to share some of our favorite corporate gift options with you. 

Whether you’re looking for one-off gifts for your team or clients, something fun for someone special on your list, or a great nonprofit to donate on someone’s behalf, we’ve got you covered. 

Sweet Treats

The closest thing to a sure thing, just about everyone loves something sweet. And there are some great options from some wonderful companies for you to find the perfect gift. 

One of our go-to employee gifts comes from Yonkers, NY, a company that became famous for its innovative open hiring model. Greyston Bakery makes some of the best brownies you’ll ever eat, and we recommend the Indulgent 8 box, which features some of their most popular brownies. 

Another sweet treat to add to your list comes from another mission-driven B Corp, The Lancaster Stroopie Company (Stroopies). They employ female refugees, offering meaningful employment, English classes, and transition services as they adjust to life in a new country. Order a Deluxe Pack (and try the Dark Chocolate Salted Caramel) and enjoy a cup of coffee from one of our recommendations later in this blog. 

One final amazing sweet treat comes packed with a double benefit, delicious chocolate, and helping a community ravaged by Hurricane Helene. Based in downtown Asheville, French Broad Chocolate was badly flooded and their downtown tasting room remains shuttered. From their bonbons to their chocolate bars, you can’t go wrong with anything from this B Corp, but our choice is their incredible hot chocolate mix. 

Coffee & Tea 

Just like sweets, coffee & tea are generally a safe bet for most of the people on your list. And some great companies are doing incredible work throughout their supply chains. They also happen to brew some really tasty beverages. 

Here in our home state of Georgia, we are lucky enough to have two amazing B Corp coffee roasters, Thrive Farmers and Cafe Campesino, who started one of the first coffee-buying cooperatives. Both companies pay fair market value to farmers around the world for some of the best coffee you’ll ever drink. We recommend Cafe Camepsino’s Historic Grounds blend, whose proceeds support the creation of the Americus Civil Rights Museum. 

Outside of Georgia, there are also a couple of great Black-owned, certified B Corp, midwestern coffee companies doing incredible work. BLK and Bold, with new investor Deion “Coach Prime” Sanders, makes a delicious Cold Brew. And Last Mile Cafe, located in Grand Rapids, Michigan, donates 10% of all revenue to charity. Our pick is God’s Gumbo, a yummy blend from Ethiopia, Honduras, & Colombia. 

And for the chai tea lover on your list, check out Sachai Tea, a B Corp out of Birmingham, Alabama. Their team works directly with their farmers in India to deliver a delicious variety of loose-leaf and chai concentrate options. With their original, harvest, and decaf concentrates, we recommend their sampler pack. 

Potent Potables

For someone on your list who wants something a little stronger, a couple of amazing B Corp distilleries also made our list. 

For the rum drinker on your list, there is a woman-owned distillery in Crested Butte, Colorado making award-winning rum. And yes, they ship throughout the US (to 38 different states), Check out their entire selection on their website and support this B Corp that won a Best For The World award in 2021. 

And if rum isn’t your recipient’s thing, check out our go-to for client and community partner appreciation gifts, Makers Mark distilled bourbon. You can even get a custom label printed for that special someone on your list while getting them something they want. And you can feel good about your purchase–not only is Makers Mark a B Corp, but they’re also the first distillery to become Tier 3 Certified Regenified–read more about their sustainability commitments here.  

Gift Boxes

If you’re looking to give a little bit of everything, gift boxes can be a great option. And our friends at Better Made Easy have you covered–they even offer a B Corp-themed gift box that includes two of the gifts we already mentioned, Sachai Tea and Greyston Bakery brownies! The site has a variety of standalone gift options as well, so there will be something for everyone on your list. 

And if you’re in Georgia, check out Retaaza, a B Corp out to end produce waste in the Peach State. They have a “produce as a perk” option for fresh produce deliveries year-round! Order as a gift for a client, a new company-wide perk, or a treat for an important business partner. 

Charitable Giving

For the minimalist on your holiday list, give them the gift of charity. Donating is an easy and impactful way to give a meaningful gift. 

After the devastating impacts of Hurricane Helene on western North Carolina, our B Corp community has been stepping up to help those affected by the storm. The planning team behind BLD Southeast has organized a small business relief fund for B Local Asheville and you can contribute here. This is tax-deductible, and all donations will be distributed to locally-owned small businesses in the region. 

In Georgia, there are three charities we have been supporting for many years now. Working to address the lack of diversity in the Salesforce ecosystem, Tech Forward continues to scale its impact as it provides CRM career training and job placement in our industry. In Atlanta, HYPE provides STEM education to girls of color in metro area middle and high schools, cultivating a pipeline of diverse talent for the tech industry. And last but not least, there’s our own B Local Georgia, which we helped launch in 2018. Through their all-volunteer board, they use any money raised to host free community events for B Corps, purpose-driven organizations, and students across Georgia. 

We’d like to thank Profitable Purpose Consulting‘s Nathan Stuck for his help compiling our 2024 AdVic Holiday Gift Guide.

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