Supercharge Your CRM with AI-powered Apps and Data Cloud

The Salesforce AppExchange boasts a vast marketplace of apps that integrate seamlessly with your Salesforce platform. One of the most exciting advancements is the rise of Generative AI (GenAI) tools. Imagine using AI to automatically generate personalized product descriptions, targeted marketing copy, or even customized sales presentations based on customer data within Salesforce.

To boost efficiency and create a more personalized experience, remember to look for apps that leverage AI to automate tasks like contract generation and proposal creation, freeing up your team’s time to focus on building customer relationships.

Additionally, Salesforce Data Cloud helps retailers by unifying customer data from various sources into a comprehensive view and leveraging AI to provide personalized marketing, predictive insights, and automated customer interactions. This combination enhances customer engagement, and loyalty, and drives sales growth through data-driven decision-making.

Best Clouds & Apps for Retailers: A 2024 Perspective

• Salesforce Service Cloud with Einstein AI: Empower your agents to provide exceptional customer service across all channels (SMS, social, email, phone, web) with the help of AI-powered features like sentiment analysis and case routing.
• Salesforce Commerce Cloud with Einstein Recommendations: Deliver a seamless omnichannel experience for customers, automate repetitive tasks, and leverage AI for intelligent product recommendations that drive sales.
• Salesforce Marketing Cloud with Einstein Engagement: Personalize marketing campaigns at scale, build stronger customer relationships, and leverage AI for audience segmentation and predictive analytics.
• Salesforce Consumer Goods Cloud with Einstein AI helps retailers by streamlining operations, managing trade promotions, and optimizing field execution, while Einstein AI enhances this by offering predictive insights, personalized recommendations, and automated processes. This integration allows retailers to better anticipate demand, improve sales strategies, and enhance customer engagement.

The Power of Multi-Cloud for Retailers

• Guided Selling with Einstein: Sales reps can leverage AI-powered guided selling tools to understand customer needs, ask relevant questions, and receive product recommendations in real-time, all within Salesforce.
• Intelligent Automation: Automate repetitive tasks like order processing, lead nurturing, and appointment scheduling, allowing your team to focus on high-value interactions with customers.
• Seamless Integration: All Salesforce clouds work together to provide a unified view of your customer data. Integrate with AI-powered tools to gain deeper insights and personalize the customer journey at every touchpoint.

The Takeaway: A Unified and Personalized Customer Experience

By leveraging the power of Salesforce clouds, AI apps, and GenAI, you can create a unified and personalized shopping experience that keeps customers coming back for more. Imagine a world where customers receive targeted recommendations, personalized communications, and efficient service across all channels. With Salesforce solutions, that world is within reach.

How AdVic Can Help

Tools like Service Cloud, Commerce Cloud, and Marketing Cloud streamline internal processes by connecting sales associates, partners, and employees with the information they need to provide the right products, messages, and services that build loyalty and revenue. Let’s talk about how AdVic® can help you drive shoppers down the path to purchase.

Related Resources:

Multi-Cloud Salesforce Solution Retailer’s Removes Growth Barriers

Salesforce Ben’s Lucy Mazalon Talks Account Engagement (Pardot) vs. Marketing Cloud

*Images used courtesy of Salesforce.

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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:

1. Sales Cloud: The Foundation for Success

Sales Cloud is the cornerstone of the Salesforce sales experience. It provides a centralized platform for managing leads, contacts, and opportunities. Features like pipeline management, opportunity forecasting, and task automation help visualize your sales funnel, track progress, and close deals faster.

2. Service Cloud: Keeping Customers Happy

A seamless customer experience is crucial for business growth. Service Cloud equips your team with the tools to deliver exceptional customer service. From ticketing systems and case management to knowledge base creation and self-service portals, Service Cloud ensures satisfied customers who become loyal brand advocates.

3. Revenue Cloud: A Holistic Revenue View

Revenue Cloud takes Sales Cloud a step further by integrating billing, CPQ (Configure, Price, Quote), and subscription management functionalities. This unified platform streamlines the entire revenue lifecycle, allowing for faster quote generation, accurate forecasting, and improved subscription management.

4. Marketing Cloud: Craft Personalized Journeys

Marketing Cloud empowers you to create targeted marketing campaigns that nurture leads and convert them into paying customers. With features like email marketing automation, journey orchestration, and social media marketing, you can personalize customer interactions and deliver the right message at the right time.

5. Pardot (Marketing Cloud Account Engagement): Focus on B2B Leads

Pardot, a sub-product within Marketing Cloud, caters specifically to B2B businesses. It offers lead scoring, lead nurturing capabilities, and email marketing automation specifically designed for the B2B sales cycle, helping you qualify leads and convert them into sales-ready opportunities.

6. Experience Cloud: Building Communities

Experience Cloud allows you to create branded online communities and portals. This fosters customer engagement, provides a platform for self-service, and strengthens customer relationships.

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7. Commerce Cloud: Deliver Seamless E-commerce

For businesses venturing into the e-commerce space, Commerce Cloud provides a robust platform for building and managing online stores. It offers features like product management, shopping cart functionality, and order fulfillment tools, streamlining your online sales operations.

8. Analytics Cloud: Unlock Data-Driven Insights

Analytics Cloudempowers you to transform complex information into clear visuals, even without advanced data expertise.  These customizable dashboards can be tailored to your needs, providing a clear big-picture view or allowing you to deep-dive into specific details.

9. Data Cloud: Leverage Data to Drive Growth

Following Salesforce’s AI+Data+CRM formula, Data Cloud offers a robust data platform that aggregates, enriches, and activates vast amounts of high-quality data from multiple sources. It offers businesses a unified, 360-degree view of their customers, prospects, and markets, enabling them to gain actionable insights and enhance their overall business strategies.

10. AppExchange: Extend Functionality

The AppExchange is a marketplace for pre-built applications that integrate seamlessly with the Salesforce platform. With a vast array of industry-specific and business-function-specific apps, you can extend the functionality of Salesforce to meet your unique needs.

Summary

Salesforce offers a comprehensive suite of products designed to streamline and optimize every aspect of your sales funnel. By strategically implementing these tools, you can improve lead generation, nurture prospects, close deals faster, and ultimately achieve significant business growth. Learn more about Salesforce’s complete line of products and services to improve your sales pipeline here. Explore all of their AI and GenAI offerings here.

How AdVic Can Help

By continuously optimizing Salesforce, businesses can streamline their processes, improve the customer experience, and grow revenue. And that’s where AdVic’s consultants excel. So, whether you need strategic road mapping, a data solution, or integration to your current Salesforce platform, our 100% U.S.-based team – which works on your hours – specializes in developing and implementing a technical blueprint that will allow your organization to achieve your goals. Let’s begin mapping out your next steps today!

Related Resources:

Get More Out Of Your Salesforce Clouds
Have Salesforce? Features That Maximize Your ROI
What to Know When Migrating Salesforce Data to a Legacy System

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The post 10 Salesforce Products to Supercharge Your Sales Pipeline appeared first on Ad Victoriam Solutions.

Lucy is an 11x certified Marketing Champion and the founder of The DRIP, Salesforce Ben’s sister blog for marketing professionals. 

Our conversation covered numerous topics related to Account Engagement and Marketing Cloud, and we’ve highlighted a few in this audio blog.

Overview: Account Engagement (Pardot) & Marketing Cloud

We asked Lucy to give us a high-level overview of their architecture and how they fit into the Salesforce ecosystem…

Key Differences Between the Platforms

Account Engagement (Pardot) and Marketing Cloud are powerful marketing automation tools, but what sets them apart? We asked Lucy to break down the key differences between these platforms…

Scalability of the Platforms

Scalability is a concern for growing businesses. Here we asked Lucy how Account Engagement (Pardot) and Marketing Cloud handle larger volumes of data and expanding customer bases, and if there are any limitations to keep in mind…

Standout Features of the Platforms

With so many marketing automation tools available, we want to ask Lucy her thoughts on some of the standout features and functionalities that make Account Engagement (Pardot) and Marketing Cloud unique or more powerful than others in the market…

Listen to the Entire Podcast with Lucy

How AdVic Can Help

Marketing is challenging, but it can be easier! AdVic® can help you decide whether it’s Salesforce’s Account Engagement (Pardot) or Marketing Cloud is your out-of-the-box solution to help you address your specific challenges so your department can impact the organization. Let’s get you on your way to success today!

Related Resources:

The Benefits of Using Salesforce Marketing Cloud

Using Data Relationships to Create Better Segmentation in Marketing Cloud

Marketing Cloud Intelligence Reports: A Deeper Dive

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Salesforce Commerce Cloud is a powerful platform that enables businesses to create and deliver personalized and seamless online shopping experiences. With its powerful features and capabilities, Commerce Cloud has become a popular choice among businesses of all sizes.

Let’s explore the many benefits of using Commerce Cloud for your online business.

Increased Sales and Revenue

Commerce Cloud enables businesses to create and deliver personalized and engaging online shopping experiences, which can lead to increased sales and revenue. By providing customers with a seamless and personalized shopping experience, businesses can increase customer satisfaction and loyalty, leading to higher sales and revenue.

Additionally, AI-powered product recommendations and real-time personalization capabilities baked into Commerce Cloud give businesses the ability to tailor their offerings to each individual, increasing the likelihood of making a sale.

Multi-Channel Commerce

Commerce Cloud also enables businesses to sell their products across multiple channels, including web, mobile, social, and even in-store. This multi-channel commerce approach allows businesses to reach more customers, increase their visibility, and sell more products.

With Commerce Cloud, businesses can also easily manage and synchronize their inventory and sales across all channels, providing a seamless shopping experience for customers.

Advanced Analytics

Providing businesses with advanced analytics capabilities, Commerce Cloud allows them to track and analyze their sales, customer behavior, and other key metrics. By analyzing this data, businesses can gain valuable insights into their customers’ preferences and behaviors, enabling them to make more informed business decisions.

Streamlined Operations

Commerce Cloud streamlines business operations by automating many of the manual tasks associated with running an online business. This includes everything from inventory management and order fulfillment to customer service and marketing.

By automating these tasks, businesses can save time and reduce costs, while also improving the overall customer experience.

Scalability

Designed to be scalable, Commerce Cloud allows businesses to easily grow and expand their online operations. As businesses grow, they can easily add new products, channels, and features to their Commerce Cloud platform, without the need for major IT investments or infrastructure changes.

This scalability also allows businesses to quickly adapt to changing market conditions and customer demands, helping them stay ahead of the competition.

Integration with Other Salesforce Products

Commerce Cloud integrates seamlessly with other Salesforce® products, including Salesforce CRM, Marketing Cloud, and Service Cloud. This integration allows businesses to create a unified customer experience across all touchpoints, from marketing and sales to customer service and support.

By integrating Commerce Cloud with other Salesforce® products, businesses can gain a complete view of their customers’ interactions and preferences, enabling them to provide a more personalized and engaging experience.

Security and Compliance

Built on a secure and compliant platform, Commerce Cloud provides businesses with peace of mind that their customers’ data and transactions are safe and secure. Commerce Cloud is PCI compliant and meets industry standards for security and data protection, ensuring that businesses remain compliant with regulations and laws.

Saved the Best for Last… Meet Commerce GPT

With Salesforce at the forefront of this Generative AI revolution, Commerce GPT will empower companies to deliver customized commerce experiences at every step of the buyer’s journey with auto-generated insights and recommendations based on unified real-time data from Salesforce’s Data Cloud and Einstein GPT.

Business Benefits of Implementing Commerce GPT:

• Personalized Experiences Increase Brand Loyalty: Create personalized shopping experiences that are tailored to each individual customer’s needs and preferences. This can lead to increased customer satisfaction and loyalty.
• Product Recommendations Increased Order Values: Generate more sales by recommending products and offers that are likely to be of interest to each customer. This can lead to increased conversion rates and average order value.
• Automated Tasks Allows Resources to Accomplish More: Save time and money by automating tasks such as creating product descriptions and generating marketing content. This frees up resources that can be used to focus on other areas of the business and higher level tasks.
• Consumer Behavioral Data Drives Sales: Gain insights into customer behavior and preferences. This information can improve customer experiences and drive sales.

Use Case Examples for Commerce GPT – Companies can:

• Automatically tailor product descriptions to each buyer based on their customer data and meet their commerce goals with GPT-guided recommendations. For example, how to unload last season’s inventory or increase average order value.
• Generate dynamic product descriptions for their websites, while also recommending products to customers based on their past purchases, possibly increasing the average order value.
• Generate translations for multi-language store-fronts with the click of a button saving time and increasing speed to market for new store fronts.

Summary

Salesforce’s Commerce Cloud and Commerce GPT provide businesses with a powerful platform for creating and delivering personalized and engaging online shopping experiences. By leveraging Commerce Cloud’s advanced features and AI capabilities, businesses can increase sales and revenue, streamline operations, gain valuable insights into their customers, and stay ahead of the competition.

How AdVic Can Help

AdVic’s dedicated Commerce team is ready to apply their knowledge and passion to your challenges. Whether you are migrating from a legacy eCommerce solution or just starting to dip your toe into the eCommerce world, our team has the skills and expertise needed to get your branded storefront up and running quickly so you can drive new revenue. Reach out and talk to us today!

Related Resources:

B2B Customer Experiences By People, Built For People

B2B Marketing Tips You Have Not Thought Of

The ABC’s of B2B Commerce

B2B Commerce Accelerator 

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The post The Benefits of Using Salesforce Commerce Cloud & Commerce GPT appeared first on Ad Victoriam Solutions.

For those who don’t know, AdVic’s extensive line of Accelerators are quick-start tools that advance the implementation or enhancement of your Salesforce® platform to equip and empower your team, customers, and partners in just weeks, not months. 

With our uniquely crafted solutions, based on industry best practices and thousands of successfully completed projects, your company will be able to quickly leverage Salesforce functionality, lower deployment costs with accelerating platform benefits, and gain out-of-the-box resolution – which can be customized to your needs – to top industry use cases. 

In Part 2 of this AdVic® Salesforce Blog series (read Part 1), we’re taking a look at a few of our various Accelerator offerings and how they can expedite the Salesforce solution you have been looking for. 

Salesforce Order Management Accelerator

Billions of people search and purchase products and services online. As a result, sellers desiring future growth need to be equipped with robust technology that enables them to scale. This is where Salesforce’s Order Management  (SOM) steps in. The SOM platform assists merchants in creating unique and pleasant shopping experiences for customers across all channels. Whether online, in-store, mobile, or social, SOM tracks, manages, and streamlines orders so the right product is delivered expeditiously and the right service is provided to the customer.

B2B Commerce Cloud Accelerator

Commerce Cloud displays your product catalog in a branded storefront and allows your customer base to place orders independently. Complex pricing models can be configured to match your current business rules and enable contractual agreement tracking for product entitlements and price points. Best of all, Ad Victoriam’s B2B Commerce Cloud Accelerator, an out-of-the-box package enables you to jump-start your B2B platform and start selling online in weeks.

More Information About Commerce Cloud Accelerator

Marketing Cloud Accelerator

Salesforce Marketing Cloud is the platform for delivering relevant, personalized journeys across channels and devices — enabling marketers to deliver the right message at the right time throughout all phases of the relationship. Marketing Cloud includes integrated solutions for customer journey management, email, mobile, social, web personalization, advertising, content creation and management, and data analysis.

Why Salesforce Marketing Cloud?

• Unlock customer value with data-driven interactions that truly benefit your customer — and your business.
• Personalize every moment with real-time data across channels and teams.
• Automate engagement across email, web, mobile, and more.
• Optimize performance and spending with AI-driven analytics.

MuleSoft Ignite Accelerator

AdVic’s MuleSoft Ignite program connects your systems by laying the integration framework and enabling your integration to scale. Based on industry best practices, and many successfully completed integration projects, we’ve crafted Ignite to quickly advance your business and timeline to achieving a positive ROI.

MuleSoft Ignite Summary:

• Boxed in and rapid implementation program.
• Includes an integration between foundational systems.
• Allows for fast delivery and ROI with utilization of MuleSoft templates where applicable.
• Foundational deliverables for each offering, including solution architecture, technical specifications, business requirements documents, and data mappings

If you missed Part 1 of this AdVic Salesforce Blog series, you’ll learn about these additional AdVic Accelerators:

• Sales Cloud Accelerator
• Service Cloud Accelerator
• Service Cloud Accelerator + Data Migration
• Experience Cloud Accelerator

Why not start accelerating your progress today? Take advantage of AdVic’s Accelerator tools that not only expedite your progress but deliver the results you need cost-effectively. Schedule a meeting with us now!

Related Resources:

Expedite Salesforce Implementation with an Accelerator – Part 1
AdVic Accelerators: Products That Propel Your Salesforce Platform’s Value

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A pet supply retailer with numerous locations across the U.S. came to AdVic® with a major predicament that had actually been snowballing in recent years. Their eCommerce platform had become extremely challenging not only to maintain, but to enhance. As a result, their challenges were creating barriers hindering their growth in what has become an extremely competitive marketplace. 

What this client really needed was to be able to pivot at a moment’s notice to increase their ability to service customers quickly and be able to control their platform locally and, at the same time, digitally rebrand their business.

The Multi-Cloud Solution

The Salesforce solution AdVic implemented for our client took on a very specific four-pronged attack that also included a MuleSoft® integration.

Commerce Cloud:

• Implemented a complete digital transformation, empowering internal teams with local control over their processes, brand, offerings, and more.
• Formalized and implemented a new UX/UI design for a rebranding campaign.
• Rebuilt processes, automation, and system integrations, enabling Pet Supermarket to create their own content and manage their online presence.
• Established change management procedures to streamline and facilitate future platform changes.
• Hourly data integration updates (previously once in 24 hours) provided accurate inventory availability, while custom logic alerted the customer and blocked order acceptance of unavailable products.

Salesforce Order Management (SOM): 

• Implementation and integration of SOM with Commerce Cloud enabled the client’s team to build Split-Order Processing to manage fulfillment for two separate warehouses.
• SOM dynamically reviewed each warehouse’s inventory based on SKU. If an order included SKU’s in each warehouse, the order would split aligning with the appropriate warehouse, change order stage to “allocated” to trigger MuleSoft to process and send the order downstream through the ERP to the pick/pack system in preparation for shipping.
• Sales data visibility in SOM aggregated from three systems.

Service Cloud:

• Integration of SOM with Service Cloud placed the processing of returns, discounts and cancellations inside of Service Cloud at the agent’s finger tips.
• Case Management dashboard consolidated data provides extensive visibility in one system versus two, facilitating quality customer service and agent management.

Marketing Cloud:

• Implementation empowered the client’s local marketing team to drive website visits through the creation and executing of promotions, campaigns, and targeting and nurturing, which more than doubled eCommerce conversion rates.
• Initiation of online order email confirmations, along with FedEx tracking numbers, decreased the “Where’s my order” inquiries by 20% within one month, and that percentage continues to trend down.

Outcome

Full digital transformation of this client’s business revolutionized the way they do business and positions them for short- and long-term success. Implementation of the multi-cloud Salesforce system, integrated with MuleSoft, has provided them with updated consolidated data insights, elevated customer experiences, more than doubled eCommerce conversion rates, reduced service calls, and built a foundation for future functionality and growth.

Are you considering a Salesforce and MuleSoft integration? You will want to seriously consider a consultant who is not just interested in building your next project but wants to build your business for future success. The AdVic team is ready to start your project today. Let’s start that conversation today!

Related Resources:

More Customer Stories from AdVic

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Many marketing teams using Salesforce Marketing Cloud create their email segments through the use of filters, which allow users to filter a specific data extension based on data values to identify the subscribers who meet the desired criteria. However, sometimes the data needed to create the segment does not live within a single data extension and if your marketing team doesn’t have someone who knows a little SQL this can be a blocker to creating meaningful segments and may limit your ability to use dynamic content within Marketing Cloud.  

Using a feature called Data Relationships, Marketing Cloud allows users to create a relationship between two data extensions and through that relationship enables marketers to filter data from either data extension to create their segment without having to use SQL.

A great use case for this is when your Marketing Cloud instance is connected to Salesforce through the Marketing Cloud Connector. You can create data relationships using the Synchronized Data Extensions, which contain your Salesforce data, to filter data across objects to give you more options to filter your data  by than just the Contact or Lead object data extension. For instance you can connect Contacts and Cases, if you’re looking to create messaging around customers opening or closing cases.  Another example is Contacts and Orders, you can use the Order data along with your Contact data to define purchase frequency data. Let’s take a look at how to set up a data relationship and how to use one.  

Setting up the Data Relationship

To set up the data relationship there are a couple of prerequisites in order to establish the relationship across data extensions. In order to do this you need: 

• An ID field that is used to identify individuals in both data extensions (think Contact ID).  
• In addition to the IDs having to be in both data extensions, in one of the data extensions the ID has to be used as the primary key (unique identifier). This is the great part when using the Marketing Cloud Connector because SF has already established the primary key for you, the Contact ID.  
  • If you don’t use the Marketing Cloud Connector then use the field that identifies the subscriber key you use within your Marketing Cloud org as your unique identifier but remember it has to be unique within the data extension.
•  Once you’ve determined the ID fields navigate to Email Studio > Subscribers tab and select Data Relationships from the dropdown menu.  

• Once on the Data Relationships tab click on the Create button, give your data relationship a name, it’s usually a good idea to include the data extensions being linked in the name.
• Then in the Fields section of the screen locate the folder that contains the data extension you want to use that has the primary key using the dropdown on the left. Then select the data extension you want to establish the relationship within from the right-hand side drop down. 
• You’ll see a key icon next to the field that MC has denoted as the primary key. In the right-hand column for the field that is next to the primary key field in the left hand side, use the dropdown to select the field that relates to the primary key field.  

• Once you’ve established the relationship use the Delete options to remove the other fields if any others are listed.  
• If set up correctly the checkbox next to “The relationship can be used within a Data Filter will automatically be checked.  
• Once you have your data relationship established click the Save button at the top. 

Using the Data Relationship in a Filter

Now it’s time to put your data relationship into action and create a filtered data extension. 

• Find the data extension you used to create the relationship, in the example above it would be the Contact data extension.  
• Click on the filter Icon in the top right corner to create a filtered data extension. 
• On the filter screen scroll down on the left where the fields are listed and click on Data Relationships. You’ll see the fields from the connected data extension.

• You can now use both the Contacts fields and the Case fields to create your segmented data extension.
• One item to note is the secondary data extension fields are not available in the resulting filtered data extension. So while you can use them to filter, the data from the second data extension aren’t available for personalization directly from the resulting data extension.    

Summary

The Data Relationship feature within Marketing Cloud allows users to extend the functionality of filtering data extensions to create more meaningful and complex segmentation. This feature eliminates the need to use SQL in combining data extensions and allows marketers to quickly create relationships with no code.  

AdVic® is a Salesforce® Partner who has the knowledge and capacity to consistently produce customer success for clients. After working with Ad Victoriam, clients significantly enhance their customers’ experience through the ability to automatically send customers down a dynamic journey with highly-targeted personalized messages via Salesforce Marketing Cloud, and we can do the same for you. Contact us today.

Related Resources:

Marketing Cloud Interactive Email: Form Content Block
Maximize Your Marketing Cloud Data with Automation Studio
Marketing Cloud Intelligence Reports: A Deeper Dive

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Not familiar with Salesforce Rebate Management? It was designed for organizations with complex sales channels and incentive programs. Rebate programs drive profitability and optimize channel sales – that is, when they work the way they are meant to work. 

And in the manufacturing industry, Rebate Management empowers companies to reduce manual processes, drive top-line growth and scale incentive programs. They can gain an accurate view of business performance, demand forecasts and channel sales, in addition to securely sharing incentive information with channel partners to build trust.

However, programs only succeed if organizations provide the intelligent visibility to sales teams and channel partners that enables them to upsell, identify cross-sell opportunities, and drive the right behaviors. And to that end, here’s a Salesforce Rebate Management success story.

AdVic’s Challenge

RAB Lighting – a company that manufactures and distributes affordable, energy efficient LED lighting and controls to retailers to sell, electricians to install, and end-users to save energy – was utilizing various spreadsheets and emails to manage and calculate rebates. However, spreadsheets created data collection challenges, which impacted their ability to facilitate their program efficiently. They wanted an automated Rebate Management Program to handle each of their various rebate offerings. To ensure that the Salesforce® Rebate Management platform could meet their needs, they contacted AdVic® and we immediately began with a deep-dive discovery to bring a company-wide solution to RAB. 

What AdVic Did

To ensure that RAB would have the efficient Rebate Management Program they desired, AdVic’s consultants designed this solution: 

• Implemented Rebate Management eliminating manual calculations, spreadsheet maintenance, incomplete data, and rebate management inefficiencies while fostering cross-departmental data visibility.
• Integrated Rebate Management with Sales Cloud, Service Cloud, Marketing Cloud Account Engagement (formerly Pardot) and enabled data exposure for the national sales team. 
• Cleaned, formatted and migrated two years of historical invoice data into two tailored rebate use cases: Base Payouts and Growth Payouts. 
• Developed a scalable data processing engine, which runs through flows and calculates rebates based on each use case requirements. 

“AdVic® felt like an extension of the RAB team, as they quickly got up-to-speed with requirements and integrated them with the Rebate Management tool. I appreciated the efficient use of meetings to move the project forward and ensure alignment without wasting time. Happy to partner with them for future projects.” – Dave Ramo, Director of Business Analysis, RAB Lighting

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As part of the Salesforce Rebate Management pilot team, AdVic was building and testing business use cases, providing feedback on the functionality, and also implementing the program as a launching pad to implement Rebate Management for all of RAB’s rebate programs. Salesforce relied on our feedback during the pilot, which gives us the ground-floor knowledge and more expertise to create effective Rebate solutions. And now, Salesforce highlights AdVic as a top trusted Rebate Management Partner, so why shouldn’t you, too? 

Let’s start the conversation about your Rebate Management Program today!

Related Resources:

More Customer Success Stories from AdVic

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What does every marketer want? Specific and actionable data to best connect with their target audience. Want to utilize Salesforce Marketing Cloud Intelligence, powered by Datorama, to find this data most efficiently? You’ve come to the right place.

Datorama Reports are available in Marketing Cloud Pro, Corporate, and Enterprise editions.

• Out-of-the-box functionality Datorama Reports includes: viewing built-in dashboards, creating and managing reports, and creating and managing pivot tables.
• Premium functionality with Datorama Reports Advanced includes: creating and customizing dashboards, creating and managing calculated measurements and dimensions, querying granular data, and viewing and installing cross-channel apps.

Data Basics

Before diving into Datorama Reports, make sure you know a few data basics:

• Data Retention: From the first time Datorama is activated in Marketing Cloud, up to 90 days of historical data is readily available.
• Data Refresh: Data is refreshed daily, once per account every 24 hours at a variable time, unable to schedule.
• Data Retrieval: In the event of an error for data retrieval from Marketing Cloud to Datorama, users can continue to use existing data to retrieve reports while the process automatically retries every few hours.
• Data Deletion: When a contact record is deleted for one or more subscribers within Marketing Cloud, information is also removed from Datorama within 90 days. In accordance with the Marketing Trust and Compliance Documentation, all customer data is deleted when Datorama subscription is terminated.
• Data Elements Available:
  • Dimensions: Descriptive non-numerical data, such as Audience Name and Email Sender IP.
  • Measurements: Quantitative numerical data, such as Email Bounces and Email Deliveries.

Specific & Actionable Data Types

With that understanding of data basics fresh in your mind, discover the types of data you can utilize in Datorama.

Dashboards:

• Preconfigured Dashboards include: Email insights such as Overview, Deliveries, Engagement,  Performance and Journey Performance; Push insights such as Deliveries, Engagement,  and Performance and Journey Performance.
• Collections organize related dashboards together; linked components refer to send date (not event date).
• Trouble loading dashboards? Allowlist the Datorama domain/IP addresses for Datorama Reports. For more information, see IP Addresses for Inclusion on Allowlists in Marketing Cloud.

Pivot Tables:

• Out-of-the-box pivot tables include: Email – Daily Send Summary, Campaign Performance, Journey Performance, Campaign – Best Performing Send Day, and Email – Audience Engagement Over Time.

• User Permissions Needed:
• To create or export pivot tables: Access, View and Export, Schedule, “Create and Edit.”
• To save, edit, and delete pivot tables: “Create and Edit.”

Scheduled Reports:

• Create and Schedule reports for recurring check-ins to your KPIs.

Dive In the Data

Ready to start curating your own actionable data? Follow the steps below to bring scheduled data to your Slack or inbox.

Dashboards:

• Customizing dashboards
  • Apply Filters to modify viewable data: filter by dimension, measurement, or date dimension.  
  • Save filters with pre-configured views of dashboards as Interactive FilterSets.
  • Add Widgets to visualize and utilize actionable insights.
• Sharing/Scheduling dashboard reports
  • Share via Datorama Insights for Slack, email or download.

• • Schedule reports of dashboard pages as PNG or PDF, filters cannot be applied.

Pivot Tables:

• Setting up a pivot table report
  • Go to Analytics Builder, and select Datorama Reports.
  • Select the Pivot Tables tab.
  • Click Create New Pivot Table.
  • Enter a name for the pivot table.
  • Select the dates you want to pull data for.
  • To set up the pivot table, click Settings.
  • Define the dimensions and measurements.
  • Select the dimension or measurement, and then drag.
  • Select the dimension or measurement, and click plus icon
  • Click Apply.

Scheduled Reports:

• Creating and scheduling a  Scheduled Report
  • Go to the Report Scheduling area.
  • Select the Active checkbox. After you select this checkbox, all options are enabled.
  • Select the Frequency dropdown.
  • In Delivery Hour, enter the hour you want the report sent.
  • By default, automatic is defined as 6 o’clock UTC.
  • In the Delivery Method dropdown in the Connection Info area, select sharing method.
  • Click Add As New Scheduler.
  • Click Save and Run.

Delivery Methods:

• • AzureBlob
  • Email
  • FTPS
  • Google Drive
  • HDFS
  • SFTP
  • AWS – S3
  • Google Cloud Storage

Summary

Datorama Reports can help marketers glean the necessary information from dashboards, pivot tables, and scheduled reports to stay up to date on KPIs and make actionable decisions efficiently. Once filters and preferences are set, scheduler and delivery options bring the data to you in almost any way you could want!

AdVic® is a Salesforce® Partner who has the knowledge and capacity to consistently produce customer success for clients. After working with Ad Victoriam, clients significantly enhance their customers’ experience through the ability to automatically send customers down a dynamic journey with highly-targeted personalized messages via Salesforce Marketing Cloud, and we can do the same for you. Contact us today.

Related Resources:

Marketing Cloud Interactive Email: Form Content Block

Maximize Your Marketing Cloud Data with Automation Studio

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The post Marketing Cloud Intelligence Reports: A Deeper Dive appeared first on Ad Victoriam Solutions.

In a nutshell, an Order Management System (OMS) – such as Salesforce Order Management (SOM) – is your central hub for handling all aspects of the order lifecycle, including order capture, fulfillment, shipping, payment processing, and service.

And while an OMS itself hasn’t changed much throughout the years, what has changed are buyers’ expectations around how fast their orders end up on their doorstep. With same-day shipping becoming the norm, customers expect an efficient (and friendly) ordering experience.

That’s why order management now demands a multifaceted system, one where every step of the ordering, tracking, and fulfillment process is taken into consideration.

The Top Features of SOM

1. Fulfillment: When Salesforce Order Management takes in an order from the webstore, it comes with automation to allocate, route, and create a fulfillment order for Inventory. This even allows for the capture of payment from the customer once an order is fulfilled. 
2. Order Tracking : Have a full view of the status and condition of a customer’s order from the moment they purchase something until it’s delivered to their door. 
3. Order Adjustments: Out-of-the-box, SOM comes with features that allow you to edit and adjust the order as it’s circling through the process. These adjustments include canceling an order before it’s allocated, discounting a certain product, or returning an order that has already completed. 

What Makes SOM Special? 

The first thing that comes to mind about SOM being special is that it fills the booming need for clients to improve and adjust the way they manage orders. In current times, companies can’t afford to fall behind in the eCommerce space and when orders are received they need a singular place where they can grasp a full overview of a customers orders and make changes on the fly to address the customers needs. SOM not only has out-of-the-box features to make this possible, but can also be customized to fit a wide range of business models.

How SOM Works with Commerce Cloud

Salesforce’s Commerce Cloud works with SOM primarily to send all of the necessary information when an order is placed into SOM. So when a customer checks out on the storefront Commerce sends that information including Account, Products, Payment, and Shipping into SOM. Once this information makes its way into SOM you should have all the information and tools to ensure that the order is processed, paid for, and delivered to the customer.

Does Your Business Need an OMS?

Quite frankly, if you run a commerce business that involves processing orders and sending products to customers, then you’ll need an OMS that allows you to streamline the process from purchase to delivery. While manual order management is an option, it’s often tedious, time-consuming, and expensive. An order management system helps prevent delays and creates an overall more positive customer experience. 

AdVic’s Expertise with SOM

Among several other SOM projects, AdVic® recently enabled a major online pet supply company with a full scale eCommerce platform, which included implementation of Salesforce’s Commerce Cloud, Service Cloud, Marketing Cloud, MuleSoft®, an ERP integration, and SOM.

The overall benefits from the SOM portion of the implementation included:

– Implementation and integration of SOM with Commerce Cloud enabled the team to build Split-Order Processing to manage fulfillment for two separate warehouses. 

– SOM dynamically reviews each warehouse’s inventory based on SKU. If an order included SKU’s in each warehouse, the order would split aligning with the appropriate warehouse, change order stage to “allocated” to trigger MuleSoft to process and send the order downstream through the ERP to the pick/pack system in preparation for shipping. 

– Sales data visibility in SOM aggregated from three systems. 

So, if you are looking for a way to elevate customer experiences, increase eCommerce conversion rates, reduce service calls, and build a foundation for future functionality and growth, find out how an SOM solution, implemented by AdVic, can help your business starting today. Reach us now here, or set up and time to talk below.

Related Resources:

Scale Quickly, Connect with Customers, Manage Multiple Brands with Salesforce Commerce

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The post Getting to Know the Power of Salesforce Order Management appeared first on Ad Victoriam Solutions.