Tag: Salesforce

Prepare for Your Next Open Enrollment Now
Jan 14, 2020
Prepare for Your Next Open Enrollment Now

For those of you in the payer space, congratulations! You just recently put to bed the Open Enrollment for 2019. So, how did it go? At this early point here in 2020, you might be asking yourself several questions, including: What can my company do now to attract new customers for the next Open Enrollment […]

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Connecting Systems to Unlock Opportunities
Jan 07, 2020
Connecting Systems to Unlock Opportunities

When a company experiences rapid growth, often technology platforms are pushed beyond their original capability in an effort to keep pace. This can lead to a tangled web of disconnected systems and, in turn, disconnected processes and data. Twiddy & Company faced this exact situation and engaged Ad Victoriam to help them re-engineer their technology […]

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Field Service Lightning Connects Your Workforce
Dec 17, 2019
Field Service Lightning Connects Your Workforce

Salesforce’s Field Service Lightning (FSL) was designed to connect your workforce, enabling them to deliver intelligent and productive on-site services. It allows for faster delivery and smarter and more personalized service from the phone to the field on one platform. But the truth is, FSL does so much more. Smarter and Faster Service When it […]

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Health Cloud: The New Payer Data Model
Dec 03, 2019
Health Cloud: The New Payer Data Model

Built on the world’s #1 CRM platform, Salesforce’s Health Cloud solution is quickly becoming the new payer data model. Why? It offers a complete view of members in a single dashboard, driving productivity for service agents and clinical professionals. Simply put, the insurance market is recognizing the urgency that it needs to adapt to today’s […]

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News from Dreamforce
Nov 25, 2019
News from Dreamforce 2019

Was it the Fireside Chat with Salesforce Chairman/Co-CEO Marc Benioff and Apple CEO Tim Cook that was the highlight for you at Dreamforce 2019? Maybe it was the conversation with former President Barack Obama or exhibits you saw in the Dreamforce Campground? Perhaps it was a specific session you attended or Fleetwood Mac’s awesome performance, […]

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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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Must-Attend Dreamforce 2019 Sessions
Nov 07, 2019
Must-Attend Dreamforce 2019 Sessions

Where to go and what to do is on the minds of many people as they plan their trip to Dreamforce. Since planning is key to maximizing your experience, Ad Victoriam’s Salesforce® consultants recently put together some helpful tips for getting the most out of your upcoming Dreamforce 2019 experience. Now, our team has highlighted […]

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Salesforce Einstein Winter '20 Enhancements
Oct 29, 2019
Salesforce Einstein Winter ’20 Enhancements

Ad Victoriam’s consultants have been spending a lot of time interacting with many of the new features in Salesforce’s Winter ’20 Release, including some exciting updates made to Einstein Analytics, which we’re excited to share with you now. Einstein Forecasting AdVic Overview: Now get support for Quarterly Forecasting. Salesforce Description: Do you use a quarterly […]

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Salesforce Consultants Share Dreamforce Tips
Oct 24, 2019
Salesforce Consultants Share Dreamforce Tips

As the excitement continues to build for Salesforce’s highly anticipated Dreamforce 2019, Ad Victoriam polled our seasoned Dreamforce-attending veteran consultants for tips on how to make the most of your time there, especially if you are a newbie Trailblazer on your first adventure. What to Wear/Bring 1. With over 2,700 Dreamforce sessions and workshops, exhibits, […]

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ConnectCare with Salesforce Health Cloud
Oct 22, 2019
Connect Care with Salesforce Health Cloud

For the past decade, hospitals and physicians have been transitioning from paper-based to electronic health records (EHR) to connect care. They have done this to expedite the exchange of patient information, with the hope that it will also, somehow, optimize patient revenue streams. In that time, more than 95 percent of hospitals and nearly 90 […]

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