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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Through your research, you have found that Salesforce® products will work best for your organization. So, what’s next? 

It is time to look for a Salesforce Partner to implement (or modify) your technology. We know that this is a huge decision – one that will affect your business, your team and your career. At AdVic, we start off with a strategic technology roadmapping that outlines your current process to tackling complex technology goals. 

Similar to any time you hire someone for a job, there are always questions. Here are five common questions Salesforce newbies (and vets, too) have asked us.

1. Are you listed on the Salesforce AppExchange?

You can find AdVic listed on the AppExchange along with more than 100 Salesforce-verified reviews from customers, project completions, and more about us. Our expertise expands from industry to industry as we completed 182 projects.

2. Are your consultants certified?

We have a power-house of Salesforce consultants, developers, and architects. We offer our consultants continued training and education to expand their knowledge in the Salesforce ecosystem. 

Certification Breakdown:

Admin: 150
Architect: 55
Consultant: 137
Developer: 87
Marketing: 16

3. What is your implementation framework?

The first step to any project with AdVic is Strategic Roadmapping. We study the ins and outs of your company, become an extension of your team, and begin planning. Following roadmapping, we begin choosing and adopting the right technology for your business, based on your unique needs.

4. Who maintains and protects our initial project?

A digital transformation can be a costly, yet valuable investment to any organization. Not only is it a monetary investment, it also takes time and effort from stakeholders and employees. At AdVic, we offer a managed services solution that protects your original technology investment. With managed services, our consultants will dedicate time to support and update your system to prevent system issues before they arise. 

Data and technology costs are bundled into a package with a set amount that can be paid monthly or annually.

5. In what ways does your company give back to the community?

We are a Certified B Corporation for a purpose, not profit. This means we are a company that treats people with dignity and respect and its community with care. We offer employees 40 hours of Volunteer Time Off to make an impact in the community. We also host Project Victory, where we enable Salesforce products for nonprofits to manage donations, data, marketing, and more. 

Still have questions? We’re standing by to answer any of your questions as you make that all-important Salesforce Partner decision. Why not pick a day and time that works for you to speak with us? See the calendar below, or just reach us here.

Read More Salesforce Blogs from AdVic

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Did you know that about one of eight digital transformations succeed? To be one of the successful ones, start by building a digital transformation strategic roadmap that includes obtaining buy-in from your stakeholders and the team. This buy-in lays is one of the top keys to a successful transition to the future of your business. 

To help prepare you, we have compiled six steps you can take to ensure gaps are filled and an effective assessment is taken of your business to build the perfect technology for you. 

Step One: Define Your Digital Transformation Objective

The first step to a successful digital transformation is knowing and understanding your business’ needs and goals. To avoid following tech trends that may not be beneficial to your org, or copying competitors, defining your objective sets you up to implement the right tools for your team.

Step Two: Stakeholder Buy-In

Stakeholders are the key members in the digital transformation process. Stakeholders include leadership, employees who have influence over the larger team, and those who will play a pivotal role in the success of the transformation. Stakeholder buy-in is more than just acceptance. It requires them to truly understand the project’s goals, how it positively impacts them and the metrics that will determine overall success.

Step Three: Design Your Customer and Employee Experience

Now it’s time to focus on designing the experience you envision for your team and your customers. A successful digital transformation prioritizes and values user experiences as much as it introduces new capabilities for your team. 

Step Four: Evaluate Your Current Technologies

This step will be a hard look at the current state of the business while considering the desired future state to identify the gaps and opportunities. 

This step will be a hard look at the current state of the business while considering the desired future state to identify the gaps and opportunities. 

1. Evaluate: You have to determine, based on the objectives you established and the design you’ve created, which specific technologies need to stay active, upgraded, automated, or discontinued.
2. Analyze: Match the technologies with the outcomes they deliver and the problems they solve.
3. Implement: Once a solution is reached, it is then time to kick-off your project. There is a process of discovery, design, development and testing, and a great deal of support and training.

    

Step Five: Your Solutions and Partners

If you don’t have the internal bandwidth or skill sets to make your digital transformation happen, you will need to consider outsourcing this service. It is best to do a careful and thorough review of possible providers and their services. In addition to the capabilities and experience of a vendor, they should have a proven track record, be flexible and responsive. The vendor also needs to be able to provide the necessary post-implementation support based on your needs.

The best place to find reviews, certifications, and other decision making information on Salesforce partners is the AppExchange.

Step Six: The Implementation Timeline

• Project Kick Off: Your hand-selected Ad Victoriam Salesforce Consultant team, who have the specific expertise and industry experience to achieve your objectives, will begin planning the project roadmap.

• Discovery & Strategic Design: Our team, alongside yours, will discuss your business processes and gather details on the functional, technical, and business requirements to create your project’s detailed technical roadmap.

• Development & Testing: Development is broken down into “sprints,” with each sprint completing outlined project deliverables. Iterative demos presented after each sprint to obtain your feedback early and often.

• Acceptance & Training: Your Salesforce implementation team verifies that the platform meets your requirements and your satisfaction. The Ad Victoriam team will train your internal Salesforce champions, who in-turn train all end-users. If requested, Ad Victoriam will train all end-users.

• Go-Live Support: Your solution goes live once final sign-off is obtained and users have been trained. Ad Victoriam remains available throughout the Go-Live process and will answer all questions.

• Project Success: Ad Victoriam schedules a closeout celebration meeting where, together, we’ll discuss the project success, and any future needs.

If your company is struggling with growth or it takes numerous team members to execute manual processes that could be solved with automation, it’s time to consider a digital transformation…and it doesn’t have to be a difficult process. Let AdVic show you how. Book a time to chat on our calendar below!

More Digital Transformation Resources:

Digital Transformation 101: Your Questions Answered

Five-Steps to a Successful Digital Transformation

Preparing for a Digital Transformation

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