The Big Five

So if an all-encompassing data visualization, routing and scheduling, and optimized lead generation system is collectively missing from your sales process, here are five reasons that make Salesforce Maps integration – which Ad Victoriam is accredited for – a no-brainer for your team’s success.

1. Map-Based Visualization

Better understand hard-to-find data on a map-based interface and make location-driven decisions that drive productivity. Also, uncover new opportunities to produce revenue by seeing which accounts are nearby anchor accounts while planning a sales route.

2. Optimized Routing

When you have the ability to optimize routing, you can build and launch routes that cut down on windshield time, cross-town driving, and lower mileage or gas costs. In addition, you will ensure timely arrival to high-value prospects and customers, thus building robust pipelines using accurate prospect data and territory visualization.

3. Prioritized Scheduling

A seven-day schedule can be optimized with visits prioritized based on Einstein or Pardot scores, or potential revenue to spend the most time with the most valuable customers and prospects. From there, easily view the schedule via exchange-based calendars on mobile or desktop.

4. Lead Generation

With a Salesforce Maps integration, you have the ability to access necessary data to turbocharge your prospecting efforts and marketing campaigns. You also have the ability to fill schedule gaps with nearby opportunities and more.

5. Mobile Compatibility

While on the road, you can easily automate the admin processes, like check-in and check-out, via a mobile device. Additionally, your team can utilize voice command turn-by-turn directions and turn on real-time traffic alerts to safely maintain productivity.

Is extending the power of your sales and service professionals your challenge? Ad Victoriam’s certified consultants can integrate a Salesforce Maps intelligence solution for you starting today! Just click here and we’ll connect with you quickly!

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Klaussner, one of the nation’s largest makers of home furniture, then turned to Ad Victoriam Solutions. Our proven industry knowledge and project experience provided them with a long-term scalable solution for their specific business needs.

Klaussner’s Business Challenge

Since Klaussner has nationally-based representatives, their processes were disjointed and difficult for them to manage. Their representatives were tracking their opportunity pipeline using an Excel spreadsheet fed into their IBM AS/400 legacy system.

The solution Klaussner desired was one central system to manage their teams with consistency in reporting to gain insight into sales performance.

Ad Victoriam’s Salesforce Solution

After a deep dive into their business, a technical roadmap was created. To successfully meet Klaussner’s goals, the Ad Victoriam consulting team implemented Salesforce Sales Cloud in the Lightning Experience and a Mobile solution that included:

1. Building a lead conversion process verifying all leads, approving the lead to be a customer, then creating an associated opportunity.
2. Custom-building an opportunity pipeline to measure what business they can expect from each opportunity. Analysis of which opportunities are likely to progress and which are less likely to result in revenue was included.
3. Enabling Salesforce Mobile for reps to utilize remotely to capture data, and connected the data with a custom object. Data captured now details particular office visit aspects to analyze which aspects are valuable and impacting sales.
4. Integrating Klaussner’s legacy IBM AS400 system with Salesforce Sales Cloud. That allowed for connecting back-end office data with leads, opportunities, and sales data.
5. Designing a systematic roll-out process for the reps for each individual part of the system. This included hands-on scenario-based training, combined with homework assignments.
6. Creating reports and dashboards to provide management with insights into system adoption, customer data, pipeline management, and store visits.
7. Enabling and modifying Salesforce Chatter to manage the Klaussner’s service needs.

Above all, you want your Salesforce implementation to be done right the first time. With Ad Victoriam, finding the right Salesforce implementation partner is easy. With a nimble team of more than 70 certified professionals across the country, we can accelerate your business by simplifying your complex problems through cloud, integration, and data expertise. In addition, we pride ourselves on forming deep relationships with clients that go beyond the initial project.

If you would like us to design a strategic technical roadmap to streamline your operations, accelerate your sales, and provide your business with a long-term scalable solution tailored to your specific business needs, contact us here. We can’t wait to talk to you!

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Known as leaders in the field of integrating disconnected systems and streamlining processes, we dispatched a team of three AVS consultants to Kona for a week – all for free – to implement and integrate Salesforce Sales Cloud and Salesforce Community Cloud which helped them reach their goals. Here’s how we accomplished our mission.

Problem

DTS was utilizing two disparate systems – a homegrown Customer Relationship Management (CRM) system and a security platform to enroll students into their program. Student enrollment and data management between their systems was time-intensive and proved to be unreliable.

Solution: The Salesforce Platform

AVS implemented the Salesforce Platform to replace DTS’ complex homegrown CRM. AVS leveraged Heroku to integrate DTS’ Salesforce Sales Cloud with their security system enabling records to automatically be passed to their security system, along with a photo, so a student badge could be easily generated. As a result, enrollment time was reduced by 5 to 10 minutes for each of the more than 700 enrollees per semester.

To further enhance the DTS system, AVS designed a plug-in force.com component for the Salesforce Mobile app enabling the school’s security guards to view the students contact record in real-time, remotely. In addition to the student photo and status, the security guards are now able to activate and deactivate the student in the app itself.

Problem

The DTS students are responsible for raising money to cover their schooling and daily needs. DTS wanted the students to have access to their accounts so they could manage their funds for tuition, supplies, and meals. In addition, as a mission-based program, students are given the opportunity to put money into their fellow students’ accounts to assist those who are struggling financially.

Solution: Salesforce Community Cloud

AVS created a multi-screen process guiding students through designated pages where they could make their own payments or donate to another student anonymously. They could choose the timing of their donation and the school for which the payment was to be paid. The DTS Community Cloud was made accessible through an iPad in the cafeteria and was multi-lingual to accommodate all of the students. The custom-coded solution uses Apex code along with Lightning Styles.

Salesforce Integration Mission Accomplished

In the end, AVS created a scalable system that saves DTS valuable time, and is the foundation of an automation system that can easily be enhanced in the future.

Commenting on our solution for DTS, a spokesperson said, “The Ad Victoriam team was professional, personable, and incredibly enjoyable to work with! They spent time understanding our organization and made the custom solution that we needed – we are thrilled with the results! They were also a great resource for us – providing valuable input on how we can continue to improve as a University with our Salesforce implementation. As we say here in Hawaii – ‘mahalo nui loa’ (thank you very much)!”

If you are working with limited resources and need to increase productivity, contact us, we can help. We promise, we’ll chat and advice, not sell.

Fun Fact: Salesforce Co-CEO, Mark Benioff, drew his inspiration for Salesforce’s company-wide culture, or “Ohana,” from Hawaii. Ohana is a word that describes the Hawaiian concept of family, including blood relatives, adopted members, and intentionally chosen connections, and further reinforces the spirit of “Aloha.” Read more about Benioff’s initiative here.

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