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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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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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 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 […]
Ad Victoriam Solutions
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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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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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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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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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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Thinking about implementing Salesforce or getting ready to kick off your project? Here are some of the top tips to keep in mind from our Ad Victoriam consultants. They have decades of experience implementing successful solutions to manufacturers, healthcare providers, retail chains, and more. Subject Matter Experts Start your project on the right foot. Gather […]
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