Tag: Salesforce CRM

The Seven Stages of a Sales Pipeline
May 03, 2022
The Seven Stages of a Sales Pipeline

Not to be confused with a sales funnel – which looks at the whole customer journey and the various stages a consumer will go through in their journey towards purchase – a sales pipeline looks at the different steps in the sales process, from gaining the lead to closing the sale. It is brand-focused, in […]

Continue Reading

Featured Video Play Icon
Sep 28, 2021
The Difference Between Tableau & Tableau CRM

Nothing moves without data analytics. Salesforce’s Tableau™ and Tableau CRM™ offer data solutions that are easy to analyze, and implement well with existing databases and/or Salesforce® CRM. Depending on a business’s needs or wants, one may work better than the other. However, having clean, usable data in a single system propels business forward. On a […]

Continue Reading

Signs That Businesses of Any Size Need CRM
Sep 21, 2021
Signs That Businesses of Any Size Need CRM

At AdVic, we seem to get this question every day: Is CRM worth it for my business?  In a word, yes! If you have customers, you can benefit from CRM (Customer Relationship Management), a methodology and system that helps businesses and organizations of any size track and manage information about prospects, leads, opportunities, customers, and […]

Continue Reading

Aug 24, 2021
Pharma Productivity Advances on Salesforce Maps Mobile

Growth within the pharmaceutical industry is inevitable. Every year, the world of pharma grows 7%, which is expected to score billions of revenue dollars. While the shift in focus for pharma sways between vaccines and new drugs, their challenges tend to persist. However, using cutting-edge technology with mobile access and artificial intelligence, such as Salesforce […]

Continue Reading

Driving Sales Efficiencies: A CRM Utilization Guide
Jul 06, 2021
Driving Sales Efficiencies: A CRM Utilization Guide

Salesforce® is an essential and dynamic business tool. When used effectively, sales and marketing teams are met with significantly less challenges in their every-day operations. From visual dashboards to automations Salesforce is a CRM that works for its users. The platform brings efficient processes that allows you to focus on building an everlasting relationship with […]

Continue Reading

Data, Precise Targeting Propels Retail Sales
May 25, 2021
Data, Precise Targeting Propels Retail Sales

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 […]

Continue Reading

AdVic Earns Salesforce Sales Cloud Masters
Jul 28, 2020
AdVic Earns Salesforce Sales Cloud Masters

Commitment to our customers’ success and satisfaction is the cornerstone to Ad Victoriam earning the Sales Cloud Master designation – and, it just happens to be at the core of everything we do. These days, everyone and everything is becoming smarter and more connected than ever before. To that end, Ad Victoriam’s (AdVic) commitment to […]

Continue Reading

8 Ways to Increase Revenue When Sales Are Slow
Jul 14, 2020
8 Ways to Increase Revenue When Sales Are Slow

What are the signs and symptoms that contribute to those periods when sales are slow? The first thing to do is analyze what’s happening. Here’s where to start: Reduced Revenue: Compare your revenue numbers year over year and then quarter over quarter. Include an analysis of product groups or service types to see where you’re […]

Continue Reading

Benefits of the New CMS Patient Health Data Regulation
Jul 07, 2020
Benefits of the New CMS Patient Health Data Regulation

The Interoperability and Patient Access final rule (CMS-9115-F) requires healthcare providers and insurers to unlock patient health data from their various systems to drive interoperability and allow for the unimpeded data exchange across the entire healthcare ecosystem. The overall benefits of a future state in which all patient health data is liberated will have an […]

Continue Reading

Your Future Revenue: 6 Tips for Sales Pipeline Management
Jun 16, 2020
Your Future Revenue: 6 Tips for Sales Pipeline Management

There’s a lot that goes into sales pipeline management. After all, it’s your future revenue, so it pays to keep a careful watch over it. By regularly monitoring your pipeline, you ensure that it’s always stocked with fresh opportunities. When you take the time to identify and target your ideal customer, you’re practically guaranteed to […]

Continue Reading