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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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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New standards require distributors to progress or sink in the competitive retail industry. For modern retail distributors, victory is to defeat challenges by finding new ways to run businesses efficiently. It is essential for distributors to have software that allows their operations to grow and remain strong in the face of change. 

More frequently, retailers are growing their businesses and overcoming obstacles with high tech solutions that provide stability, advancement and ease-of-use. A recent AdVic customer is one of those companies.

The company’s previous software, Microsoft Dynamics, was outdated and disparate. Due to having disconnected systems, business was at a standstill, as they did not have a way to conduct a true market analysis. Completing their tasks manually was timely and left plenty of room for human error and inefficiencies. 

In order to remain competitive, the company needed a digital transformation that would propel their business forward. They reached out to AdVic for assistance. 

The AdVic Challenge and Solution Overview

This particular company is an integrated food services company in the business of distribution to convenience stores, contracting with food services, and development of proprietary concepts and brands. 

The company offers innovative solutions to businesses looking to build their brand at a controlled cost and peace of mind. With their diversified customers, they require technology that is user-friendly, customizable, and that offers advanced solutions. Using Microsoft Dynamics, they felt left behind. On the prowl for a dynamic and robust CRM experience, The company partnered with AdVic to simplify processes and advance sales.

 After integrating to Salesforce®, the company reached great heights, found new successes and cohesiveness within their company’s operation and advancement. 

AdVic spoke with the company’s Certified Salesforce Administrator and Sales Training Manager about how the company’s challenges were resolved with Salesforce.

The Digital Transformation Details
The Technology: Sales Cloud  I  Salesforce Maps I Tableau  I Salesforce Mobile I  Pardot

How did the Salesforce Implementation impact your sales process, opportunity forecasting, and goals? 

“The Salesforce Mobile app has made it possible for our team to capture accurate store-level data while in the field. Salesforce provides an excellent reporting dashboard, so the real-time data that is now captured is at our fingertips.  Our team is universally ecstatic with having reliable, easy to use mobile app – because our sales goals are now easier to achieve.”

How are sales reps using the platform for better targeting? 

“Pardot was key to engaging with new customers. Now equipped with the right marketing tactics and strategies, our company’s sales representatives were able to draft marketing plans that targeted engaged customers – those prospects that are “ready to go.” With a goal of 15.4%-22% closing, sales reps are now provided with critical information to achieve this mark.

“Our company’s efficiency levels increased tremendously as repositories of information became easily accessible from wherever they were. 

“Now with platforms that communicate with one another, reps were able to balance their day-to-day duties to ensure they focused on the right targets resulting in operational efficiency.” 

 Analytics and Improvements

The company lacked the data they needed to accurately forecast product needs – this impeded their ability to provide leadership with an accurate future financial view of sales. By implementing Tableau, the company is now able to upload raw data into the system and have Einstein work its magic to provide a forward looking forecast for financial analytics. This once manual task, taking 25-hours, now takes one-hour!

 Before partnering with Salesforce and AdVic, the company was never able to conduct a true market analysis of 180,000 convenience stores they were looking to potentially partner with in an “affordable and scalable way,” the company rep remarks.  

Now that the company utilizes business data from Maps, they are able to do so. The rep explained, “We set up a proximity around existing customers, then populate the U.S. business data outside of those proximity but inside territory.” 

The company is also now able to quantify available leads that can be targeted. They have recently conducted analysis of the entire market share, which is something their company has not been able to do in 25 years. 

With Salesforce and AdVic, this company transformed its selling process, marketing, and operations. Now empowered more than ever before, AdVic equipped them with their very own platform. Tailored to their unique needs, Sales Cloud, Pardot, Tableau, and Salesforce Maps are accessible from their mobile platform, allowing for increased productivity and efficiency. Sales reps can now conduct prospecting and sell calls from their mobile devices, along with managing deals. 

Is your company in need of similar solutions as this company’s? Don’t put them off anymore! Fill out the quick form below, or click here, and an AdVic consultant will be right with you! 

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In addition, this manufacturer wanted a unified sales and service management platform that integrated with their ERP and a robust eCommerce system.

What they needed – and the AdVic consulting team implemented for them – was a multi-cloud Salesforce® system.

The Salesforce Multi-Cloud System Solution

Our client’s multi-cloud system solution consisted of Salesforce’s Sales Cloud, Service Cloud, B2B Commerce, and Pardot(for executing marketing initiatives), plus integration with their ERP, CTI, payment gateway system, tax calculator, and Google Analytics.

Here’s an overview of what AdVic’s Salesforce multi-cloud solution accomplished for this manufacturer:

Sales Cloud

• Eliminated email tracking of asset warranties and quotations with an integrated system where all reps can now view and manage customer purchases, warranties, and quotations.
• Developed efficient lead capture and tracking methodology illuminating the potential business opportunities previously lost due to process gaps. Opportunity time tracking was implemented, expediting the quotation to close the process.

Service Cloud

• Unified service team and processes on Service Console, enhancing consistent and higher quality customer service based on real-time, comprehensive data.
• CTI integration propelled repair call processing by triggering account information and Milestones for SLA’s, upon call connection.
• Built custom components to expose contractor location through a visual map, speeding dispatching based on proximity.

B2B Commerce

• Replaced the manual order entry process with the implementation of a fully branded, device-responsive eCommerce store to drive sales.

Benefits of a Multi-Cloud Solution

Developing a multi-cloud approach can be a huge benefit for many businesses that rely on the cloud for critical parts of their technology infrastructure. Here are just a few of the benefits of a multi-cloud strategy.

• A unified 360-degree view of your customer.
• Interact with your customers via their preferred channels.
• Reach your customers when they want to be reached.
• Gain insights about the products your customers are buying and how they want to purchase them in the future.
• Adapt better to your customers’ needs.
• Flexibility and scalability
• Robust security

And when it comes to the Salesforce Clouds, the possibilities to integrate them are endless and less challenging than using piecemealed systems. For instance, you can launch different processes from different clouds, plus it’s much easier to have them talk to each other.

Ad Victoriam’s multi-cloud Salesforce implementation and integration consultants empower organizations with custom planning that gets you the most out of your full suite of business applications. Think a multi-cloud strategy will work for your business? Let’s find out! Simply fill out the brief form below, or contact us here.[/vc_column_text][/vc_column][/vc_row][gravityform id=”16″ title=”true” description=”true” ajax=”false”]

Sales Cloud Implementation Best Practices
Manufacturing Cloud Aligns Sales and Ops
Health Cloud: The New Payer Data Model

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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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One of those wholly owned subsidiaries, FLUX Pumps Corporation North America, anchored in Georgia, services the United States, Canada and Mexico, and began working with Ad Victoriam Solutions (AdVic) in early 2015 and remains a top customer today; they were actually Ad Victoriams’ second customer!

Cutting the Sales Cycle in Half

The original project AdVic initiated for FLUX was to implement a much-needed Salesforce Sales Cloud solution. The company’s nine team members in their North American division were responsible for servicing 3,000 distributors. They literally did not know who their customers were as their way of managing contacts consisted of scanning business cards filed away in a shoe box. They did have an accounting system, they could send an invoice, but that was it. No spreadsheets, nothing. They really were starting at zero, and worst of all, they had no real meaningful or efficient way of communicating with their customer base.

Commenting on the success of the initial AdVic solution for their company, FLUX North American President Pete Fujimoto remarked, “AdVic exceeded our expectations for sure. They got us set up to use the basic functionality to help us manage our sales process.” He shared that in the past four plus years revenues for their division have skyrocketed 20% year over year, and even more in some territories. Fujimoto added, “The previous sales cycle of 30-40 days was cut in half, down to the teens, and conversions doubled! We could not have done this without AdVic and their Salesforce solution. AdVic helped us become loud in our space, gain much-needed attention, and showed us how to nurture leads that turned into sales.”

Pardot Marketing Automation Enhancement

In addition to implementing a well-thought out and successful process automation structure for FLUX, AdVic has since helped this leader in the field of pump technology to implement Salesforce’s Pardot Marketing Automation, which is driving even more new business. Now, using marketing automation, FLUX sales team members are sending an average of two emails a month to every one of their more than 3,000 customers, creating more sales opportunities. Before this functionality, each FLUX team member was only able to communicate with a handful of their 800 clients monthly.

Fujimoto stated, “Opportunities increased for us by 50% in the first year. We used to get 10 opportunities a month, now we’re getting 20 or more.” And he admits that they are still in their infancy with their AdVic/Salesforce solution. “There is more and more that we can do to grow.”

Advice to Others when Choosing a Salesforce Partner from Fujimoto

“To this day we still meet weekly with Ad Victoriam to think and explore more solutions. We work together. This is not a project; this is a relationship. They are not a vendor; they are a true partner who took the time to know our business. That is why we have continually worked with them for more than 4 years. The Ad Victoriam team finds a way to work within our system and makes things happen; they know solutions based on their knowledge of our business and are positive, creative, and supportive in every way. We always feel valued.”

Looking for a Salesforce partner that learns your business to provide a successful, long-term solution for your business? If so, please complete the form to find out more.

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Ways Pardot’s Helps You Keep more Email Subscribers

Keep Your Email Subscribers. The Email Preference Center allows your email subscribers to manage their email subscription. Without a good Email Preference Center your subscribers only have two options: receive all of your emails or unsubscribe entirely. In the personalization age, giving prospects control over what content they receive helps you keep them happy, and subscribed!

Protect Against Unintentional Unsubscribes. Email marketing specialists have seen a rise in the number of spam filters that “click” all of the links in an email to check to see if they are valid links. If your email contains a one-click unsubscribe link, your prospects could be unintentionally unsubscribed. With an Email Preference Center, prospects can still unsubscribe from your emails, but it will confirm their choice which prevents spam filters from unsubscribing on their behalf.

Email Preference Center How To’s

Setting Up the Email Preference Center. Pardot makes it easy to create and manage multiple Email Preference Centers. Out of the box, this is your Pardot preference Center:

This default option doesn’t provide subscription list options for your prospects to choose from. With only the opt-out option, you are likely to lose the subscriber all together. Not something any email marketer wants!

Enhance Your Email Preference Center. To add subscription options to your Email Preference Center within Pardot, navigate to Marketing > Segmentation > Lists. Then, create a new list. Select the Public List check checkbox to display this list in the Email Preference Center, enter the subscription name in the Label field, and write a brief explanation of what subscribers can expect to receive when subscribed to this list in the Description field.

You can add as many options to your preference center as you need (see the “after” example below), you can even create custom preference centers for different users (a great solution if you have emails just for internal users or partners). Be sure you aren’t creating list options that don’t have any emails to go with it. You don’t want people signing up to receive a monthly newsletter if you’re not sending one out!

Email Marketing Inspiration & Ideas

• 7 Really Good Unsubscribe Pages +more
• How to customize your email preference center…
• Unsubscribe Reason Form

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CRM Strategies to the Rescue

The Client contacted the AVS Salesforce Consulting team, who, after extensive evaluation of their needs, immediately got to work and created winning CRM solutions:

Sales Cloud & Back Office Integration 

AVS streamlined the Client’s operating processes between Canada and U.S.A. divisions into one single CRM platform, and provided a 360-degree customer view to maximize productivity and control expenditures through the integration of Sales Cloud and the corporate ERP.

Quote to Cash CPQ Implementation

AVS created multi-step processes eliminating manual tasks driving a faster and simpler quote approval processes. AVS also developed a centralized pricing functionality and automated approval rules enabling discounting capabilities and creation of custom pricing.

Opportunity Pipeline with Field Access

The AVS team tailored a fast and simple opportunity methodology providing visibility to the opportunity pipeline, and implemented Salesforce Mobile, which accelerated opportunity management to drive sales.

Pardot Deployment

The AVS consultants deployed an automated marketing solution – Salesforce’s Pardot – for tracking prospects and engagement to deploy targeted messages for improved prospect nurturing.

So, how did we do? The Client’s Salesforce CRM Administrator couldn’t have paid AVS a higher compliment: “Best consulting firm we’ve used. On time, on budget, and no BS.”

If Salesforce is not empowering your business the way you need it to, contact us for a FREE Discovery Call to see if we can help. Or, if you are interested in learning more about how we’ve helped other manufacturers, continue reading.

About
Ad Victoriam Solutions Consultants work as a dedicated, innovative team of problem solvers, taking on your technology challenges. We are Salesforce CRM cloud and data consultants who customize our approach to design strategic solutions that increase efficiency, accelerate productivity and enable scalability. 

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Overview

A residential home builder that constructs high-end, luxury and customizable houses recently expanded to also build lower price point starter residential homes with fewer customized options.

• # of Employees: 500-1000
• Location: Roswell, GA
• Industry: Real Estate
• Go Live Date: 12/12/2016

A residential home builder in Georgia recently expanded their organization with a new business unit. They chose to partner with us because they needed to track all lead-to-deal sales within their existing database, along with implementing a marketing automation solution that would segment their new business unit prospects from their current customers and leads.

Read this case study to see the results:

The Story

A local real estate developer decided to bring on a new business unit. Rather than sharing two databases, however, they wanted everything inside of one Salesforce organization. There were numerous technological obstacles we had to overcome in order to achieve this.

The Challenge

• There were two separate business processes per business unit (BU).
• One BU’s sales processes were much quicker than the other.
• One BU didn’t have an internet concierge to set appointments and instead passed this task over to the Customer Service Manager who then divvied it out to reps.
• Even though reduced visibility to end sales user at an executive level was set up well, they still needed to be able to achieve a 360 degree view of all BU’s.
• They had two Pardot instances – each managing one unit’s prospects – but they wanted to pass it all into one Salesforce org.
• Their Salesforce org was mature and required lots of data and customization to be updated.
• Automation led to many errors and third-party apps were confusing the data.
• Customer did not have visibility into what lived in their system and why. We had to conduct an extensive analysis.
• Batch jobs were timing out due to tasks reaching their limits.
• They gave us a tight timeline of a month.

Our Solution

• We performed a comprehensive analysis to understand back-end processes.
• We deployed complex sharing and permission settings.
• We configured different record types and sharing settings to reduce visibility as well as optimize the lead and opportunity processes.
• We took into account different end user roles when setting and configuring sharing settings.
• We optimized the client’s code and workflow automation.
• We combined and consolidated page layout fields to be more generic for use across multiple BU’s in order to increase scalability should they continue bringing on more Business Units
• By reducing permissions and visibility for Pardot integration users and adjusting sharing rules, we were able to ensure data synced with the correct BU.
• We also had to adjust record types that the integration user had access to. We wanted to ensure that only the correct Salesforce end user would see the Business Unit they were apart of.
• We consolidated automations by eliminating conflicting and duplicate automations in different formats.

The Value/Results

• We gave the client one Salesforce org to maintain for efficiency and reduced overhead costs.
• We gave client greater visibility into multiple business units while still respecting sharing settings.
• We implemented two separate marketing automation Pardot apps that the client can manage separately on the marketing end, which helps keeps them more organized.
• We facilitated Pardot setup and configuration for the new BU.

Scalability is key to the future success of any business. By leveraging enterprise solutions like Salesforce, Pardot and marketing automation tools, we were able to help this residential home builder create a sustainable blueprint for expansion.

To learn how we can help leverage enterprise technology to help your business grow, talk to our expert consultants today.

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Overview

ADDO (Latin for “inspire”) is a consulting agency that helps businesses and brands ideate and activate initiatives to enhance leadership and social impact. They create “ways for companies to maximize ‘doing business’ while ‘doing good’ to deliver tangible, sustainable and measurable engagement with customers and their communities.”

• # of Employees: 1-10
• Location: Atlanta, GA
• Industry: Management Consulting
• Go Live Date: 3/1/2016
• Website: http://addo.is/

Recently, we were thrilled to partner with a leading marketing consulting firm here in our hometown of Atlanta, GA. By leveraging Salesforce and Pardot solutions, our team was able to add value to this organization.

Continue reading the case study to learn how…

The Story

Ad Victoriam Solutions was hired to work with ADDO to deploy Salesforce and Pardot solutions for their high school leadership program. As a management consulting agency, ADDO was hired to facilitate relationships between nearby chain restaurant locations and local high schools. The system needed to capture data on high schools, school staff members and the chain restaurant locations across the country.

Prior to Salesforce, the company managed all of their contact, account and opportunity information within Excel spreadsheets. The primary goal for this project was to increase visibility across the organization and streamline workflow for easier day-to-day task management.

The Challenge

Salesforce

• Capture data for the following types of records:
  • Chain restaurant locations
  • Chain restaurant management
  • Nationwide high schools
  • School administration contacts
• Create a dashboard to deliver summary information to the chain restaurant headquarters
• Streamline process from lead to committed high school
• Assist with Task Management

Pardot

• Prevent duplicate accounts from being created based on store location numbers
• Associate school contacts with restaurant sponsors based on store location numbers
• Automate task creation based on Pardot forms submitted and “Lead vs. Contact” records

Our Solution

• Installed Package – GoLocal
• Pardot’s Salesforce Connector setup and integration to allow end users to see marketing metrics and engage with their prospects at the time of interest.
• Pardot Training on forms, landing pages, automation rules and lists
• Visual Flow to automate task creation based on various data elements

The Value/Results

ADDO is now able to manage tasks and relationships within Salesforce and Pardot using leads, accounts and opportunities. The leadership team is able to better facilitate day-to-day activities and management has greater visibility into program success.

“Thank you to you and your team, said John Hightower, Director of Partners and Process at ADDO. “Brian and Imani were excellent yesterday and our team felt like they truly listened and grasp the details of our business.”

Ultimately, Ad Victoriam Solutions was able to accomplish the main goal – providing a solid structure to facilitate success, sustainability, and increased efficiency.

A big shout out to ADDO for partnering with us. Glad we could help! Contact Ad Victoriam Solutions if we can help you leverage technology to achieve your business goals.

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