Tag: CRM

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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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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A Manufacturer's Road to Success
Feb 01, 2022
A Manufacturer’s Road to Success

2022 is the year! The year to connect your disparate systems, the year of automation, 360-degree data, and connecting with your customers like never before. If you are in the planning stages of your digital transformation, your company is on the way to great success. A complete digital transformation is a great strategy for combating […]

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TTop 21 Salesforce Blogs of 2021
Dec 21, 2021
The Top 21 Salesforce Blogs of 2021

As we begin to put 2021 in our rearview mirror and forge ahead with eyes wide open into 2022, we wanted to take this opportunity to share the Top 21 Salesforce Blogs AdVic published in 2021, ones that we got the most feedback from and ones you may have missed… Enjoy, and Happy New Year […]

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Are You Using Your CRM to Its Full Potential?
Nov 09, 2021
Are You Using Your CRM to Its Full Potential?

If not, you are missing out on business evolution, connectivity, and so much more. These days, digitally-focused experiences that reflect current time, that are consistent, and that simplify the lives of users have become increasingly crucial to a businesses’ bottom line.  Additionally, maintaining a healthy relationship with customers is an important aspect of today’s digital-driven […]

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The Five Most Important Things Manufacturing Cloud Does for Businesses
Oct 19, 2021
The Five Most Important Things Manufacturing Cloud Does for Businesses

What is Salesforce Manufacturing Cloud?  Manufacturing Cloud™ was created specifically for manufacturers to streamline operations, secure data, and gain a 360-degree view of customer profiles, while also driving collaboration, eliminating inefficiencies, and maximizing transparency. Why Consider a Salesforce for Manufacturing Solution? Here are the five most important things Salesforce Manufacturing Cloud does for businesses: 1. […]

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Sep 28, 2021
The Difference Between Tableau & Tableau CRM

Nothing moves without data analytics. Salesforce’s Tableau™ and Tableau CRM™ offer data solutions that are easy to analyze, and implement well with existing databases and/or Salesforce® CRM. Depending on a business’s needs or wants, one may work better than the other. However, having clean, usable data in a single system propels business forward. On a […]

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Signs That Businesses of Any Size Need CRM
Sep 21, 2021
Signs That Businesses of Any Size Need CRM

At AdVic, we seem to get this question every day: Is CRM worth it for my business?  In a word, yes! If you have customers, you can benefit from CRM (Customer Relationship Management), a methodology and system that helps businesses and organizations of any size track and manage information about prospects, leads, opportunities, customers, and […]

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Driving Sales Efficiencies: A CRM Utilization Guide
Jul 06, 2021
Driving Sales Efficiencies: A CRM Utilization Guide

Salesforce® is an essential and dynamic business tool. When used effectively, sales and marketing teams are met with significantly less challenges in their every-day operations. From visual dashboards to automations Salesforce is a CRM that works for its users. The platform brings efficient processes that allows you to focus on building an everlasting relationship with […]

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How Sales & Marketing Can Create a Winning Synergy
May 11, 2021
How Sales & Marketing Can Create a Winning Synergy

Synergy within companies ensures that everyone is pulling in the same direction towards the same goal. Aligning the sales and marketing teams means seamlessly engaging, informing and retaining customers through content, conversation, and sales conversion. Strategies within the departments should be built on solid foundations, as marketing studies leads and sales converts leads into customers.  […]

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