Tag: CRM

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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AdVic Earns Salesforce Sales Cloud Masters
Jul 28, 2020
AdVic Earns Salesforce Sales Cloud Masters

Commitment to our customers’ success and satisfaction is the cornerstone to Ad Victoriam earning the Sales Cloud Master designation – and, it just happens to be at the core of everything we do. These days, everyone and everything is becoming smarter and more connected than ever before. To that end, Ad Victoriam’s (AdVic) commitment to […]

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8 Ways to Increase Revenue When Sales Are Slow
Jul 14, 2020
8 Ways to Increase Revenue When Sales Are Slow

What are the signs and symptoms that contribute to those periods when sales are slow? The first thing to do is analyze what’s happening. Here’s where to start: Reduced Revenue: Compare your revenue numbers year over year and then quarter over quarter. Include an analysis of product groups or service types to see where you’re […]

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Tips for a Successful Salesforce Implementation
Jun 23, 2020
Tips for a Successful Salesforce Implementation

No two Salesforce implementation projects are the same. All are unique in their own way and to your business. Factors, such as business requirements, team composition, your expectation, methodology, and timeline, influence the project. Fortunately, all Salesforce projects do share the same challenges, with no bias to project size or type. Because of this, it’s […]

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Your Future Revenue: 6 Tips for Sales Pipeline Management
Jun 16, 2020
Your Future Revenue: 6 Tips for Sales Pipeline Management

There’s a lot that goes into sales pipeline management. After all, it’s your future revenue, so it pays to keep a careful watch over it. By regularly monitoring your pipeline, you ensure that it’s always stocked with fresh opportunities. When you take the time to identify and target your ideal customer, you’re practically guaranteed to […]

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