At Ad Victoriam Solutions (AdVic®), we focus on delivering specialized Salesforce® solutions to our partners. As a dedicated and innovative team of problem solvers, we take on your technology challenges and identify the best approach tailored to your business needs. We believe that technology should not limit your success, but accelerate your achievements.

Today, we’re excited to announce that we’ve been recognized once again as one of the leading companies on Clutch, a business ratings platform. Their latest research shows that we’re one of the top providers of IT consulting services in Georgia this year!

“We’re very excited to be featured so highly across Clutch,” remarks Ad Victoriam Solutions founder/CEO, Jeff Jones. “This designation is a testament to our innovative work and dedication to our clients’ success. We look forward to connecting with many more new businesses in Georgia and beyond.”

Widely known as a B2B ratings and reviews platform, Clutch is committed to connecting businesses with competent service providers. Clutch cuts through disorganized market research by interviewing clients of registered vendors directly. In doing so, the platform provides timely, accurate, and trustworthy information about specific service providers around the world.

AdVic Reviews

Take a look at the reviews we’ve acquired since partnering with Clutch:

“Ad Victoriam understood our business and our customers’ needs.”

— Monique Andrade, National Customer Satisfaction Manager, Polyglass USA

“Their breadth of expertise across all aspects of the platform was impressive.”

— Former Executive Director, IT Company

“By walking us through the process and documenting everything, they’ve made us more self-reliant.”

— Debbie Farley, Salesforce Administrator, Carauster

Thank you so much to our partners for taking the time to leave their honest feedback about our work. Find out more about our projects by reading the full case studies on our Clutch profile today.

If you need high-level Salesforce consulting solutions, be sure to get in touch right away!

Ad Victoriam is a Salesforce® and MuleSoft® Partner that provides multi-cloud consulting services, from strategy to implementation. Our nimble team of certified professionals across the United States accelerates businesses by simplifying complex problems through cloud and data expertise. As a Certified B Corp, we balance purpose with profits and have made a strong commitment to the community.

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It’s no secret that fostering positive relationships with your customers out-of-the-gate can help to transform those customers into real brand supporters and long-term partners. 

Such is the case with AdVic and a recent high-tech customer that provides cloud-based business solutions to their customers. 

The Initial Project

In need of a solution for their rapidly growing business, our customer called on AdVic® to assist with staff augmentation for their Salesforce® org. While their business adjusted to growth, they were in need of “run-the-business” work to set revenue goals and implement the right technology for their strategy. 

Enter AdVic’s Salesforce consultants, who were dedicated to leading this customer’s technology to victory by optimizing and rebuilding their system with Sales Cloud, CPQ, and Conga. 

In the midst of the initial project, our customer acquired another company. and needed to merge orgs. Along the way, AdVic’s consultants found gaps in their technology infrastructure that needed to be filled. The most outstanding was their lack of process for requirement gathering. AdVic’s consultants understand every aspect of Salesforce CRM. With this knowledge, they were able to help our customer collect various offerings to implement the best functions into our customers’ Salesforce org throughout the implementation. 

Our customer’s initial assignment quickly transformed into a multi-product operation when they acquired the new company. On the surface, this seems like an effortless process, however, combining two orgs into one, including different processes, objects, and automation, requires a deep reflection of future business goals. Together, AdVic and our customer combed through data, gathered insight, and began the process of building the perfect CRM for our customer.

Another gap in our customer’s technology was the lack of flexibility in their CPQ functionality. That is when AdVic applied multidimensional quoting to their org. 

With the flexibility provided by multidimensional quoting and the efforts of the AdVic team, a number of common deal blockers were systematically resolved. This allowed our customer’s team to close deals in record time. 

Relationship Formation

Once the go-live of our customer’s CPQ rebuild was complete, AdVic remained close to our customer to tend to any changes, new projects, or quick fixes that may have been needed to be done… and they did. Our customer needed to push to Production on their org on a weekend. 

According to our customer’s’s Salesforce Platform Manager, “The timing of this push was perfect since the Revenue Accounting team would be ramping up Opportunity review starting on Monday, January 31. This fix reduced 90% of the work that one full-time Sales Ops employee was doing to manually fix rejected Opportunity data. It also drastically reduced the Revenue Accounting team’s time spent working back and forth with Sales Ops (and IT) on the fixes. As a result, the Revenue Accounting team was able to complete all Deal reviews and successfully sync January Opps to NetSuite by February 2 at 2 p.m. PT.”

The Salesforce Platinum Manager added, “This is the fastest their team had ever completed deal review at Month End. In addition to improving close velocity, we are restoring trust in the system and creating light at the end of the tunnel for the teams that have suffered from these bugs for 15 months.”

Relationship Turns to Partnership

AdVic’s relationship with our customer began as just a simple Staff Augmentation for their Salesforce org. However, that relationship has since transformed into a partnership that empowers our customer across all departments. Initially, our customer’s platform lacked processes, automation, and multidimensional elements. AdVic assisted our customer with systematic requirement gathering, built-out custom CPQ quoting, along with a custom Conga form that accelerated closing, increased productivity, and merged Salesforce orgs as needed. Today, AdVic maintains a close relationship with our customer’s leaders, and keeps a close eye on their Salesforce platform to ensure their platform continues to align with their business.

If you’re looking for a Salesforce consulting company with vision beyond an initial project, talk to a member of the AdVic Team today to learn why we’re not interested in a relationship with you…. we want a partnership with you!

Read More Successful AdVic Customer Relationship Stories 

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To help get you ready for the Spring ‘20 Release, Ad Victoriam’s certified consultants have poured through the latest Salesforce innovations across mobile, industry solutions, content management, AI, and more to highlight six of the standout new features.

1. Run Flows Without Worrying About User Permissions with System Mode

AdVic Note: It’s taken a while, but this Ad Victoriam-suggested idea has finally been delivered by Salesforce. We’re excited about the possibilities here within screen flows!

Salesforce Overview: Normally, how a flow is launched determines whether the flow runs in the context of the user or the system. Now you can bypass the running user’s permissions by setting your flow to run in system context with sharing. The flow still respects org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories, but it ignores object permissions, field-level access, or other permissions of the running user.

2. Display Questions Based on Participant Responses

AdVic Note: This gives your customers a better experience when filling out a survey. Less clicking between pages to get additional information.

Salesforce Overview: Choose which questions your participants view on a page. Based on how participants respond to the previous questions on a page, decide which questions they view next.

3. Customize When Prompts Appear to Users

AdVic Note: Admins can now customize the onboarding experience for Users.

Salesforce Overview: Quickly change the amount of time to delay prompts. Decrease the global delay time to accelerate onboarding prompts or increase the delay to spread out announcements and updates. Ignore the global delay time to show a prompt when a page first loads or to show multiple prompts a day without changing the global delay time for all prompts.

To ignore the global delay time, check Show prompt when the page loads on the Schedule page when creating a prompt.

4. Assign Tasks to a Queue to Share Work Efficiently

AdVic Note: Ad Victoriam’s certified Salesforce consultants have collectively labeled this Spring ‘20 Release “a big one!”

Salesforce Overview: Let sales reps share their workload by setting up queues for tasks. Reps can assign tasks to their shared queues, and then individuals can take ownership of those tasks from the queue’s list view.

How: In Setup, enter Queues in the Quick Find box and then select Queues. From the Queues setup page, select New. Then, create a queue and assign Task as the supported object.

5. Welcome to the New Salesforce Mobile App

AdVic Note: It’s always great to get an app update, but this Spring ‘20 Salesforce Mobile app update, in particular, offers some great admin customization options.

Salesforce Overview: The new Salesforce Mobile app is going prime time! The new app debuted in Winter ’20. In Spring ’20, all active Salesforce mobile app users, including Salesforce Classic and Lightning Experience users, get upgraded to the new Salesforce mobile app. Admins get access to more customization options. End users get an intuitive UI, faster performance, and familiar Lightning features that make switching between desktop and mobile easier than ever.

6. Update and Deploy Lightning Communities with ExperienceBundle

AdVic Note: This is a step in the right direction for deploying communities. Communities have often seemed to be overlooked when it comes to deploying because the Metadata is often lacking around the Community.

Salesforce Overview: The ExperienceBundle metadata type, which was previously available as a pilot program, is now generally available. ExperienceBundle provides human-readable, text-based representations of the different Experience Builder settings and site components, such as pages, branding sets, and themes. Whether it’s for your own org or you’re a consulting partner or ISV, quickly update and deploy Lightning communities using your preferred development tools, including Salesforce Extensions for VS Code, Salesforce CLI, Workbench, or your favorite IDE or text editor.

And if those AdVic team-chosen highlights from the Spring ’20 Release haven’t whet your appetite enough, you can see even more top new features for each product category in Salesforce’s library of demo videos, here.

If you need help implementing any of the Spring ’20 Releases, you need a partner with extensive knowledge, depth of experience, and proven customer success. The Ad Victoriam team is ready to help you figure out your needs now! Just click here.

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Atlanta-based Roam, which offers work and meeting solutions in environments designed to facilitate productivity and inspiration, turned to Ad Victoriam Solutions’ certified Salesforce® consultants to do a deep dive and devise a custom solution to drastically improve their key operating procedures.

Ad Vic’s Sales Cloud Solution

Totally on-board with AdVic’s recommendation to implement a Salesforce Sales Cloud solution, integrating their legacy management software and CRM, Roam’s solution included numerous custom upgrades that now allowed them to:

• Tailor Opportunities enabling team members to evaluate utilization and capacity.
• Utilize Opportunity and Opportunity Item Levels to calculate charges and to trigger invoicing.
• Program Utilization Tracker to monitor bookings and to avoid double bookings.
• Collect contact data allowing for targeted marketing campaigns based on user preferences.
• Execute marketing campaigns for tracking outreach effectiveness.
• Create reports and dashboards to highlight bookings, revenue per room, utilization, and more.
• Enable Chatter to help increase effective and efficient internal communications.

What It All Means

With Roam’s solution set, giving them the greater flexibility and scalability they desired, how, exactly, will they be working more efficiently?

• They now have an extensive reporting structure providing visibility into booking details, including the number of hours each room is booked, popular days, the percentage rate of bookings per room, and overall room utilization.
• The sales process is now automated decreasing manual intervention and increasing productivity.
• Company-wide scheduling access drives booking speed, and customer satisfaction.
• Enhanced contact data points allow for target marketing, impacting sales.
• Now with 360-degree reports and dashboard positions, Roam is set for future growth.

If you would like to learn how AdVic has helped other companies with custom Salesforce solutions click here.

Ad Victoriam Solutions is a Salesforce partner, not just another vendor. We learn your business inside-out to provide a successful, long-term solution. Can we design your Salesforce solution? Just click here, we’ll get right back to you!

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And while there is no simple answer to that question, as a decision to outsource can be a strategic and tactical choice, the answer will most certainly be based on your own company’s internal structure, talent, and needs.

Outsourcing Considerations

Perhaps you are looking to reduce and control your operating expenses, improve company focus, gain access to expertise, or free internal resources for other purposes. And it may also be that the experienced resources within your company are hard to find or are just not available.

If, in the end, you decide that outsourcing your Salesforce implementation makes sense, the next – and most important question is, what should you be looking for in a Salesforce implementation partner?

Finding the Right Salesforce Consultant

So, your company has made its decision. It is ready to outsource a new Salesforce implementation or new integration to a certified Salesforce partner. How do you begin your search so that you find the “right fit” partner?

Finding that experienced partner doesn’t have to be the chore it may sound like if you set your sights on finding a Salesforce partner with qualifications in these four key areas:

Skill Set

Look for a certified team with expertise in custom development, integrations, system automation, data governance, reporting, and more – to implement any feature or functionality your company needs. You also want to feel confident that your team can be trained in best practice techniques by the partner so that you can become self-reliant with your Salesforce instance in the future.

Experience

While it may be true that members of your team have some Salesforce experience, and even have some Salesforce certifications to show, you want to find a partner with a wide range of industry and cloud computing experience and the intellectual toolbox to offer alternative perspectives proven to drive success metrics so you achieve more.

Accessibility

Find a partner – your consulting team – that is always available to support your needs, making it an awesome customer experience for you and one that also includes unique solutions. Remember, your project doesn’t stop because somebody goes on vacation.

Communication

It is vital that you and your partner agree on a level of communication out-of-the-gate so that nothing slips between the cracks since the bulk of the work is often being conducted outside your office. Insist on weekly scheduled calls and reports along with demos to keep you abreast of each milestone. You must know exactly how your project is progressing – you don’t want any surprises.

At Ad Victoriam Solutions, our team of experienced Salesforce consultants checks all the boxes outlined above… and more. Don’t take our word for it. Let our clients tell the story of our success. And when you’re ready to outsource your Salesforce implementation or new integration, we’re ready to speak with you today.

Here are just a few of the things our clients have said about working with Ad Victoriam:

“We could not have implemented Salesforce® without the help of Ad Victoriam Solutions. They are extremely responsive, knowledgeable and easy to work with. We will be working with them exclusively as we tailor our system to best fit our business model. Ad Victoriam Solutions is truly a first-class organization.”

Jeff D.
Environmental Services

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“Being new to learning the Salesforce® software, Ad Victoriam Solutions is outstanding and goes above and beyond. Any question I have, they answer it and are more than happy to walk through the process. They are very responsive, professional and are always able to get what I need back in a timely manner. I can’t say enough good things about them!”

Nikole Brucker
FactorTrust

Read more of our client reviews here.

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1. Does your company have an internal resource who will be your project champion? Will that person have the time and expertise to lead your Salesforce implementation?  
2. Can your project champion (alongside your implementation team) develop the appropriate Salesforce features to solve your business needs?
3. Do you have data cleansing or migration needs that your team has the skill set to address?
4. If needed, is your team able to integrate your technologies (ERP or legacy system) with your Salesforce platform to create a 360-degree view of your data?  
5. Does your implementation team have the knowledge and authority to make decisive and timely business decisions?

Do You Need a Salesforce Implementation Consultant?

If you decide that you don’t need a Salesforce implementation consultant, check out these top tips from our team.

If, on the other hand, you come to the conclusion you absolutely do require an outside consultant, we can help.

Ad Victoriam is a Salesforce Platinum Partner, which certifies that our team has the experience, skills, and ability to deliver innovative solutions. We have the resources that can begin your project within weeks, not months. We become fully engaged in your business and the project, provide weekly status calls and assist you with user adoption.

Remember, rolling out an effective Salesforce platform takes time and careful planning. Working with an experienced Salesforce partner – such as Ad Victoriam Solutions – will help your company harness all of the power that Salesforce offers.

To learn how Ad Victoriam consultants can assure that your new Salesforce implementation will be a smooth success, connect with us here or share your information below. 

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Subject Matter Experts

Start your project on the right foot. Gather your subject matter experts into one room for your Salesforce implementation discovery. They know the step by step process and specific actions needed to do their job better than your C-level and managers.

Full Transparency

Next, be sure to share all of your needs, issues, and concerns with your Salesforce implementation team. It’s important to do this during the discovery phase and throughout the project. This ensures the platform addresses all of your needs. Sharing early and not waiting till the end will help get you what you need by projects end. No concern is too small or too big!

User Acceptance Testing (UTA)

Make sure that the people who use the system on a daily basis are the ones testing it. Use the team members who will “live” in the system. Do not use the manager to test.

Plan for Go Live

Now, it’s time to go live, but it’s first important to understand each person’s part when preparing to go live with Salesforce. Establish a solid roll-out plan that includes status updates, testing, go-live dates and also a user adoption strategy so your org embraces the new system.

If after reviewing these tips you decide that you need guidance to make your Salesforce implementation a success, our Salesforce implementation consultants can help.

Ad Victoriam is recognized as a Salesforce Platinum partner. Our certified team has the experience, skills, and ability to deliver innovative solutions that meet your organization’s precise needs. Rolling out an effective Salesforce org takes time and careful planning. Working with an experienced partner – such as Ad Victoriam Solutions – can help your company harness all of the power that Salesforce offers.

To learn how Ad Victoriam consultants can assure that your new Salesforce implementation will be a smooth success, connect with us quickly at www.AdVictoriamSolutions.com.

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Being named a Platinum Partner by Salesforce recognizes that AdVic has a highly skilled staff and an exceptional operational structure, which has allowed us to scale.

To attain Platinum Partner status, Salesforce evaluates its partners based on a Partner Value Score, or PVS. The PVS is based on three criteria measured over a period of 12 to 18 months:

• Sales. The more sales a partner has, the more successful and experienced they are. Salesforce recognizes partners that have worked on a variety of accounts – including those from the non-profit sector – and understand the details of implementation.
• Expertise. The number of certifications held by the partner’s employees is how expertise is judged. These not only include Sales Cloud and Service Cloud certifications, but also Platform Developers, App Builders, and Pardot Consultants.
• Customer Satisfaction. Salesforce measures this area independently. They survey a partner’s past and current clients to determine who is providing the highest levels of support and service.

On being designated a Salesforce Platinum Partner, Ad Victoriam Solutions founder Jeff Jones remarked, “This announcement is really about two things, our incredibly capable team and our clients, both of whom are the catalyst for our continued growth. I am proud of our growth and look forward to partnering with more businesses as they look to implement and optimize their Salesforce platforms.”

To learn more about AdVic’s services and be advised by our “platinum” team, send us your information below.

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What is the difference between keeping your customers loyal and them flocking to your competition? Many studies conclude that it’s good customer service.

Customer Service that Increases Customer Loyalty

Good customer service is defined by the customer. It is not based on what we believe is good customer service, but instead based on what they perceive is good service. The good news, Salesforce Service Cloud can help improve your customer’s experiences based on actual consumer perceptions.

Fast, effective customer service, when and where your customers want it, improves customer service in the eyes of your customers. Consider what “good service” means to your customers. Then, develop a customer loyalty strategy that will keep your customers happy longer. For many industries, a long-term customer is worth 10 times their initial order. Reach out to a Certified Salesforce Service Cloud consultant to see if Service Cloud can help your business grow.

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