Tag: CRM

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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The ABCs of B2B Commerce
May 05, 2020
The ABCs of B2B Commerce

B2B Commerce displays your product catalog in a branded eCommerce storefront and allows your customer base to place an order independently. Complex pricing models can be configured to match your current business rules and enable contractual agreement tracking for product entitlements and price points. In addition, you can capitalize on B2B Commerce’s target marketing functionality […]

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Apr 28, 2020
4 Ways Salesforce CRM Improves Lead Conversions

When done right, a CRM implementation (Customer Relationship Management system) can significantly improve a business’s success with lead conversions, while also performing a number of different functionalities. In the marketing and sales world, CRM helps in nurturing leads and build better long-standing relationships with customers even before interactions with the sales team happen. Ultimately what […]

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How to Convince Your Stakeholders It's Time to Get a CRM
Feb 26, 2020
How to Convince Your Stakeholders It’s Time to Get a CRM

In 2020, the term “digital transformation” is more than just a buzz phrase. It’s the single biggest reason why business stakeholders need to end their nightmares with their disparate systems and implement a unified Customer Relationship Management (CRM) tool to even have a chance at meeting their business goals. From having the ability to unlock […]

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Prepare for Your Next Open Enrollment Now
Jan 14, 2020
Prepare for Your Next Open Enrollment Now

For those of you in the payer space, congratulations! You just recently put to bed the Open Enrollment for 2019. So, how did it go? At this early point here in 2020, you might be asking yourself several questions, including: What can my company do now to attract new customers for the next Open Enrollment […]

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