Tag: salesforce implementation

Tips for a Successful Salesforce Implementation
Jun 23, 2020
Tips for a Successful Salesforce Implementation

No two Salesforce implementation projects are the same. All are unique in their own way and to your business. Factors, such as business requirements, team composition, your expectation, methodology, and timeline, influence the project. Fortunately, all Salesforce projects do share the same challenges, with no bias to project size or type. Because of this, it’s […]

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Sales Cloud Transforms Sales Operations
Nov 14, 2019
Sales Cloud Transforms Sales Operations

Roam needed to improve control and management over multi-location meeting room bookings and reporting for their sales operations. Their current management software, Gather, and CRM, InfusionSoft, no longer offered enough flexibility or scalability. Roam needed to transform those legacy systems into a higher level of data visibility to keep pace with their growth. Atlanta-based Roam, […]

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Outsourcing My Salesforce Implementation
Sep 27, 2019
Outsourcing My Salesforce Implementation

Here’s a question that might be keeping you up at night: Do I need to outsource my Salesforce® implementation? 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, […]

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Salesforce Lightning Rollout Blog Image
Sep 10, 2019
9 Steps to a Successful Salesforce Lightning Rollout

It’s unlikely that you haven’t heard, but to be safe, here’s a reminder: the Salesforce Lightning rollout is starting in Winter ‘20. If that fact has left you bewildered (or starting to panic), let’s clarify a few things before we get to the 9 steps to a successful Lightning rollout: First, know that with the […]

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Finding the Right Salesforce Implementation Partner
Aug 12, 2019
Finding the Right Salesforce Implementation Partner

Finding the Right Salesforce Implementation Partner can be daunting. When Klaussner Furniture Industries began their Salesforce implementation process with another partner, they were unhappy with their progress. Klaussner, one of the nation’s largest makers of home furniture, then turned to Ad Victoriam Solutions. Our proven industry knowledge and project experience provided them with a long-term scalable solution […]

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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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Why Your Business Needs a CRM
Jul 30, 2019
Why Your Business Needs a CRM

From revealing sales opportunities to tracking every single customer interaction, implementing a Customer Relationship Management platform (CRM) positions your business for real growth. Why is a CRM Important? At its core, CRM enables your business to deepen relationships with your customers, service users, colleagues, partners, and suppliers. You can see everything in one place. There’s […]

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MultiFactor Authentication Salesforce
Jul 18, 2019
MFA for Salesforce Users: How To

MFA (Multi-factor Authentication) is a security control that requires users to verify their identities by providing multiple pieces of evidence before gaining access to a device or application. The difference between MFA and 2FA is that two-factor authentication always utilizes two factors to verify the user’s identity. Multi-factor authentication could involve two or more factors […]

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Salesforce Implementation Ad Victoriam
Jun 13, 2019
Planning Your Salesforce Implementation

As you begin planning your new Salesforce implementation, you may have concerns about making the project a success. If you are on the fence about adding a consulting partner to guide you, start by considering the following questions: Does your company have an internal resource who will be your project champion? Will that person have […]

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Salesforce Implementation Supports Homeless Non-Profit
Jun 11, 2019
Salesforce Implementation Supports Homeless

A Salesforce user since 2010, The Interfaith Hospitality Network of Athens, Inc. (IHNA), an affiliate of Family Promise, is a non-profit organization with 1,000 volunteers. Their sole purpose is to provide immediate shelter and guidance to homeless families with children, due to misfortunes in their lives.  The problem IHNA was having was that they were […]

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