Tag: CPQ

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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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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Cloud System Connectivity Ad Victoriam Salesforce Implementation
May 07, 2019
Merging Multiple Salesforce Orgs: Customer Success

Ad Victoriam Solutions (AdVic) was called in when a market-leader was merging their vulnerability and identity security operations with another org to offer the cybersecurity industry’s first identity-based security automation platform. Their merger presented a problem they wanted AdVic to solve – duplicate Salesforce Clouds. In addition, they had previously undergone several
 org migrations leaving the business with […]

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Sales Quote Automation Salesforce CPQ
Apr 09, 2019
Sales Quote Automation: Faster & Accurate Quotes

The Quoting Challenge Ad Victoriam Solutions’ welcomed challenge involved longtime client Concurrent Technology, Inc. Concurrent is a global company that develops software solutions focused on storing, protecting, transforming, and delivering visual media assets. Concurrent was utilizing the standard quoting system within Salesforce alongside Excel spreadsheets to manage their quoting process. Their processes were labor-intensive and […]

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