Tag: Salesforce CPQ

Top 3 Reasons to Integrate Billing with Salesforce CPQ
Mar 08, 2022
Top 3 Reasons to Integrate Billing with Salesforce CPQ

Salesforce Billing™ is an add-on package that builds on the existing Salesforce CPQ™ package to allow for users to invoice orders coming out of the sales completed through CPQ. By bringing Finance into the same platform as Sales, organizational silos are reduced to provide your customers with the best experience possible. In Salesforce Billing, Finance […]

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Effectively Integrating an Automated Quotation Process
Jul 31, 2019
Effectively Integrating an Automated Quotation Process

Headquartered in Suwanee, GA, Control Southern has been helping manufacturing plants run better, faster, and smarter through automation and customized valve solutions since 1956. However, Control recently needed a solution of their own. They needed an effective integrated solution between Salesforce Sales Cloud, Salesforce CPQ and their ERP. Control’s Salesforce Challenge Control Southern was utilizing […]

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Cloud System Connectivity Ad Victoriam Salesforce Implementation
May 07, 2019
Merging Multiple Salesforce Orgs: Customer Success

Ad Victoriam Solutions (AdVic) was called in when a market-leader was merging their vulnerability and identity security operations with another org to offer the cybersecurity industry’s first identity-based security automation platform. Their merger presented a problem they wanted AdVic to solve – duplicate Salesforce Clouds. In addition, they had previously undergone several
 org migrations leaving the business with […]

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Sales Quote Automation Salesforce CPQ
Apr 09, 2019
Sales Quote Automation: Faster & Accurate Quotes

The Quoting Challenge Ad Victoriam Solutions’ welcomed challenge involved longtime client Concurrent Technology, Inc. Concurrent is a global company that develops software solutions focused on storing, protecting, transforming, and delivering visual media assets. Concurrent was utilizing the standard quoting system within Salesforce alongside Excel spreadsheets to manage their quoting process. Their processes were labor-intensive and […]

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Salesforce CPQ
Mar 30, 2017
Customer Success Stories: Salesforce CPQ, Data Migration & Pardot Implementation for Industry-Leading Human Resources Firm

Ad Victoriam Solutions partnered with a human resources firm that unifies employee engagement through EAP and well-being programs as well as perks and recognition for employees. They work with 49,000 businesses and provide a network of 20,000+ clinical experts and 16,000 retail merchant partnerships. They wanted to a Salesforce CPQ implementation as well as Pardot. […]

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