Salesforce® has grown to become the largest player in the CRM market. One major reason for this has been its large ecosystems of specific clouds, from retail to healthcare and manufacturing. Salesforce pitches unique solutions to each of those sectors, catering to the different challenges each faces. But how would you know which Salesforce cloud best suits your business?

In this Ad Victoriam Salesforce Blog, we’ll explore some of Salesforce’s most popular clouds—Sales Cloud, Service Cloud, Manufacturing Cloud, Health Cloud, and others—to help you decide which solution best solves your business needs.

Sales Cloud: Supercharging Your Sales Process

Sales Cloud is Salesforce’s flagship solution to accelerate sales, increase lead conversion, and develop stronger customer relationships. Be it a small business or a large enterprise, Sales Cloud provides tools to manage contacts, accounts, opportunities, and sales pipelines effectively.

Key Benefits:

• Lead Management: Automate capturing and scoring leads with AI-powered tools like Einstein Lead Scoring.
• Forecasting: Use real-time data to generate highly accurate sales forecasts.
• Customization: Make Sales Cloud your own with workflows and integrations customized to your needs.

Industry Fit:

Sales Cloud is an extremely flexible solution that will adapt to nearly any industry. However, industries such as manufacturing or tech in B2B companies usually have very long sales cycles and thus see the greatest benefit from robust pipeline management and forecasting tools.

Stat Spotlight:

With Sales Cloud, Salesforce reports that customers see a 32% increase in lead conversion and a 28% increase in sales revenue. Click here to learn more about these statistics.

Service Cloud: Raising the Bar on Customer Service Across Channels

Service Cloud was built to empower companies to provide the best customer service through the unification of all service touchpoints on one platform. Whether your business offers support via phone, email, chat, or social media, Service Cloud provides the tools to manage all these channels seamlessly.

Key Benefits:

• Omnichannel Routing: Route customers automatically to the right agent, selected based on expertise, availability, or customer priority.
• Self-Service Portals: Customers can sort out many common problems on their own through knowledge bases or communities. 
• AI-Powered Insights: Einstein AI provides agents with relevant solution suggestions and automates repetitive tasks.

Industry Fit:

Service Cloud would apply most to industries whose business relies a lot on customers and customer support, like retail, telecommunications, and financial services.

Stat Spotlight:

Companies using Service Cloud see a rise of 45% in customer retention and 34% in agents’ productivity. This and more are courtesy of Salesforce.

Manufacturing Cloud: Powering Production and Demand Forecasting

Manufacturing Cloud is purpose-built for manufacturers, offering tools to manage sales agreements, track production goals, and align supply chains with market demand. It bridges the gap between sales and operations with a holistic view of customer relationships, coupled with efficient production.

Key Benefits:

• Sales Agreement Management: Keep track of key metrics, including revenue targets, product mix, and shipment dates that ensure alignment between sales and production.
• Forecasting: Leverage AI-powered insights to project demand and make real-time adjustments to production schedules.
• Collaboration: Share real-time data across sales and operations for complete visibility and agility.

Industry Fit:

Manufacturing Cloud is the right fit for those discrete manufacturing, automotive, and high-tech companies where long-term contracts and complex supply chains call for increased coordination between sales and production teams.

Stat Spotlight:

According to Salesforce, with Manufacturing Cloud, manufacturers see a 40% improvement in forecast accuracy. Click here to learn more about these statistics.

Health Cloud: Innovative Patient-Centric Care

Salesforce Health Cloud empowers innovation at healthcare organizations with a set of capabilities powered by patient-centered care. This cloud helps manage patient information for better communication and delivers personalized care experiences at every touchpoint.

Key Benefits:

• Unified Patient Profiles: Integrate clinical and non-clinical data into one view to offer personalized care.
• Care Coordination: Allow the care team to collaborate in real-time and monitor patient progress by managing appropriate treatment plans.
• Compliance: Keep your organization aligned with HIPAA and other regulatory standards concerning data privacy and security.
• Compliance: Keep your organization aligned with HIPAA and other regulatory standards regarding data privacy and security.

Industry Fit:

Health Cloud would be imperative for any hospital, private practice, or pharmaceutical company in running a modernized delivery model with much-improved patient outcomes.

Stat Spotlight:

Salesforce reports that organizations with Health Cloud see a 22% reduction in patient readmission rates and a 31% increase in patient satisfaction. For more information, click here.

Salesforce Commerce Cloud & Consumer Goods Cloud: Making Retail Personal

Salesforce Commerce Cloud and Consumer Goods Cloud are necessary components in helping retailers provide personalized customer experiences and seamless continuity. These clouds empower companies in the retail industry to seamlessly connect digital and in-store touchpoints, drive efficient operations, and provide consistent omnichannel experiences.

Key Benefits:

• Personalized Journeys: Retailers can extend their abilities to present personalized promotions, recommended products, and marketing messages across online, mobile, and in-store touchpoints with the power of AI-driven insights.
• Unified Commerce: Both enable integration of all sales channels in-store, online, or via mobile apps on a single cohesive platform that assures consistency and friction-free customer shopping.
• Inventory Management: It enables real-time inventory tracking across all channels and allows retailers to ensure that the right products are available for customers wherever and whenever they need them, minimizing out-of-stocks and optimizing their replenishment strategies.
• Revenue Lifecycle Management Strategy (RLM): By implementing an RLM strategy, a business can quickly grow and succeed. By understanding your customers and their needs, you can improve your sales, marketing, and customer service efforts, leading to increased revenue, stronger customer relationships, and a more profitable business. 

Industry Fit:

Salesforce Commerce Cloud and Consumer Goods Cloud perfectly fit the needs to help retail and eCommerce businesses shape better customer interactions, build loyalty, and make supply chains much more efficient.

Stat Spotlight:

On average, retailers using Salesforce increase customer retention by 20% and sales revenue by 29%.  Learn more here.

Which Salesforce Cloud Is Right for You?

The correct Salesforce cloud is defined by the needs and challenges of your business. Here’s a quick guide to help you decide: 

• Sales Cloud: Ideal for those companies seeking to power up their sales processes using automation, especially for industries like manufacturing and technology that have B2B and long sales cycles.
• Service Cloud: Suitable for businesses, like retail or telecommunications, that are truly customer-service-based and require omnichannel support.
• Manufacturing Cloud: Built for manufacturing companies interested in a deep dive into sales agreements and production forecasts. 
• Health Cloud: For health organizations focusing on patient-centered care, among other areas of privacy and regulatory compliance.
• Commerce Cloud and Consumer Goods Cloud: Ideal for retailers who want to serve up frictionless, personalized shopping experiences from digital to physical touchpoints.

Whatever cloud you choose, Salesforce’s ecosystem has powerful tools to address specific business challenges. To dive deeper into how these clouds will improve your business outcomes, explore Salesforce’s full suite of solutions here.

How AdVic Can Help

At AdVic®, our team of certified Salesforce consultants is dedicated to guiding your business through the intricate landscape of Salesforce’s diverse cloud offerings. Whether you aim to enhance your sales processes with Sales Cloud, elevate customer support with Service Cloud, streamline manufacturing operations with Manufacturing Cloud, deliver patient-centric care with Health Cloud, or personalize retail experiences using Commerce Cloud and Consumer Goods Cloud, we provide tailored strategies and expert implementation to ensure you select and optimize the right tools for your industry. As a trusted Salesforce Consulting Partner, AdVic empowers your organization to harness the full potential of Salesforce’s ecosystem, driving efficiency, fostering stronger customer relationships, and fueling sustainable growth. Let us help you navigate your Salesforce journey and achieve your business goals with confidence.

For more information on how AdVic can support your Salesforce initiatives, visit our website or contact us today.

Related Resources:

Salesforce Solutions: The Catalyst for Industry Transformation

How Salesforce Can Help Startups Grow and Scale: Beyond the Cost Perception

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Supercharge Your CRM with AI-powered Apps and Data Cloud

The Salesforce AppExchange boasts a vast marketplace of apps that integrate seamlessly with your Salesforce platform. One of the most exciting advancements is the rise of Generative AI (GenAI) tools. Imagine using AI to automatically generate personalized product descriptions, targeted marketing copy, or even customized sales presentations based on customer data within Salesforce.

To boost efficiency and create a more personalized experience, remember to look for apps that leverage AI to automate tasks like contract generation and proposal creation, freeing up your team’s time to focus on building customer relationships.

Additionally, Salesforce Data Cloud helps retailers by unifying customer data from various sources into a comprehensive view and leveraging AI to provide personalized marketing, predictive insights, and automated customer interactions. This combination enhances customer engagement, and loyalty, and drives sales growth through data-driven decision-making.

Best Clouds & Apps for Retailers: A 2024 Perspective

• Salesforce Service Cloud with Einstein AI: Empower your agents to provide exceptional customer service across all channels (SMS, social, email, phone, web) with the help of AI-powered features like sentiment analysis and case routing.
• Salesforce Commerce Cloud with Einstein Recommendations: Deliver a seamless omnichannel experience for customers, automate repetitive tasks, and leverage AI for intelligent product recommendations that drive sales.
• Salesforce Marketing Cloud with Einstein Engagement: Personalize marketing campaigns at scale, build stronger customer relationships, and leverage AI for audience segmentation and predictive analytics.
• Salesforce Consumer Goods Cloud with Einstein AI helps retailers by streamlining operations, managing trade promotions, and optimizing field execution, while Einstein AI enhances this by offering predictive insights, personalized recommendations, and automated processes. This integration allows retailers to better anticipate demand, improve sales strategies, and enhance customer engagement.

The Power of Multi-Cloud for Retailers

• Guided Selling with Einstein: Sales reps can leverage AI-powered guided selling tools to understand customer needs, ask relevant questions, and receive product recommendations in real-time, all within Salesforce.
• Intelligent Automation: Automate repetitive tasks like order processing, lead nurturing, and appointment scheduling, allowing your team to focus on high-value interactions with customers.
• Seamless Integration: All Salesforce clouds work together to provide a unified view of your customer data. Integrate with AI-powered tools to gain deeper insights and personalize the customer journey at every touchpoint.

The Takeaway: A Unified and Personalized Customer Experience

By leveraging the power of Salesforce clouds, AI apps, and GenAI, you can create a unified and personalized shopping experience that keeps customers coming back for more. Imagine a world where customers receive targeted recommendations, personalized communications, and efficient service across all channels. With Salesforce solutions, that world is within reach.

How AdVic Can Help

Tools like Service Cloud, Commerce Cloud, and Marketing Cloud streamline internal processes by connecting sales associates, partners, and employees with the information they need to provide the right products, messages, and services that build loyalty and revenue. Let’s talk about how AdVic® can help you drive shoppers down the path to purchase.

Related Resources:

Multi-Cloud Salesforce Solution Retailer’s Removes Growth Barriers

Salesforce Ben’s Lucy Mazalon Talks Account Engagement (Pardot) vs. Marketing Cloud

*Images used courtesy of Salesforce.

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Salesforce® offers a powerful suite of cloud-based tools designed to empower businesses of all sizes. However, navigating the vast array of Salesforce products can be overwhelming. If you’re looking to streamline your sales processes and boost efficiency, here are 10 Salesforce products you should consider:

1. Sales Cloud: The Foundation for Success

Sales Cloud is the cornerstone of the Salesforce sales experience. It provides a centralized platform for managing leads, contacts, and opportunities. Features like pipeline management, opportunity forecasting, and task automation help visualize your sales funnel, track progress, and close deals faster.

2. Service Cloud: Keeping Customers Happy

A seamless customer experience is crucial for business growth. Service Cloud equips your team with the tools to deliver exceptional customer service. From ticketing systems and case management to knowledge base creation and self-service portals, Service Cloud ensures satisfied customers who become loyal brand advocates.

3. Revenue Cloud: A Holistic Revenue View

Revenue Cloud takes Sales Cloud a step further by integrating billing, CPQ (Configure, Price, Quote), and subscription management functionalities. This unified platform streamlines the entire revenue lifecycle, allowing for faster quote generation, accurate forecasting, and improved subscription management.

4. Marketing Cloud: Craft Personalized Journeys

Marketing Cloud empowers you to create targeted marketing campaigns that nurture leads and convert them into paying customers. With features like email marketing automation, journey orchestration, and social media marketing, you can personalize customer interactions and deliver the right message at the right time.

5. Pardot (Marketing Cloud Account Engagement): Focus on B2B Leads

Pardot, a sub-product within Marketing Cloud, caters specifically to B2B businesses. It offers lead scoring, lead nurturing capabilities, and email marketing automation specifically designed for the B2B sales cycle, helping you qualify leads and convert them into sales-ready opportunities.

6. Experience Cloud: Building Communities

Experience Cloud allows you to create branded online communities and portals. This fosters customer engagement, provides a platform for self-service, and strengthens customer relationships.

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7. Commerce Cloud: Deliver Seamless E-commerce

For businesses venturing into the e-commerce space, Commerce Cloud provides a robust platform for building and managing online stores. It offers features like product management, shopping cart functionality, and order fulfillment tools, streamlining your online sales operations.

8. Analytics Cloud: Unlock Data-Driven Insights

Analytics Cloudempowers you to transform complex information into clear visuals, even without advanced data expertise.  These customizable dashboards can be tailored to your needs, providing a clear big-picture view or allowing you to deep-dive into specific details.

9. Data Cloud: Leverage Data to Drive Growth

Following Salesforce’s AI+Data+CRM formula, Data Cloud offers a robust data platform that aggregates, enriches, and activates vast amounts of high-quality data from multiple sources. It offers businesses a unified, 360-degree view of their customers, prospects, and markets, enabling them to gain actionable insights and enhance their overall business strategies.

10. AppExchange: Extend Functionality

The AppExchange is a marketplace for pre-built applications that integrate seamlessly with the Salesforce platform. With a vast array of industry-specific and business-function-specific apps, you can extend the functionality of Salesforce to meet your unique needs.

Summary

Salesforce offers a comprehensive suite of products designed to streamline and optimize every aspect of your sales funnel. By strategically implementing these tools, you can improve lead generation, nurture prospects, close deals faster, and ultimately achieve significant business growth. Learn more about Salesforce’s complete line of products and services to improve your sales pipeline here. Explore all of their AI and GenAI offerings here.

How AdVic Can Help

By continuously optimizing Salesforce, businesses can streamline their processes, improve the customer experience, and grow revenue. And that’s where AdVic’s consultants excel. So, whether you need strategic road mapping, a data solution, or integration to your current Salesforce platform, our 100% U.S.-based team – which works on your hours – specializes in developing and implementing a technical blueprint that will allow your organization to achieve your goals. Let’s begin mapping out your next steps today!

Related Resources:

Get More Out Of Your Salesforce Clouds
Have Salesforce? Features That Maximize Your ROI
What to Know When Migrating Salesforce Data to a Legacy System

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No one questions that in today’s face-paced world, customer service plays a pivotal role in differentiating successful organizations from the rest. But if your organization struggles with executing customer service, is there a viable solution? There is…

Meet Salesforce Service Cloud

The Salesforce Service Cloud platform empowers organizations to deliver unparalleled customer experience. With its comprehensive suite of tools and capabilities, including the innovative Field Service component, Salesforce Service Cloud offers organizations an integrated and efficient solution to streamline their customer service operations and drive success. In this Salesforce Blog, we will delve into the world of Salesforce Service Cloud, explore its Field Service capabilities, and highlight the numerous benefits that organizations can gain by implementing this solution.

Understanding Salesforce Service Cloud

Salesforce Service Cloud is a robust customer service platform designed to enhance customer support, streamline interactions, and build lasting relationships. It enables organizations to consolidate and manage customer inquiries, issues, and complaints from various channels, including email, phone, social media, and live chat, in a centralized location. By harnessing the power of artificial intelligence (AI) and automation, Service Cloud empowers customer service teams to provide personalized and timely assistance, ultimately fostering customer satisfaction and loyalty.

Exploring the Field Service Component

One of the standout features of Salesforce Service Cloud is its Field Service component. This addition takes customer service to a whole new level by seamlessly integrating on-site service and support. With Field Service, organizations can optimize their field operations, dispatch resources efficiently, and equip technicians with the tools they need to deliver exceptional on-site experiences.

Key features of the Field Service component include:

• Work Order Management: Salesforce Service Cloud enables organizations to create and manage work orders, assign tasks to field technicians, and track their progress in real-time. This streamlines the entire service process, leading to faster issue resolution.
• Scheduling and Dispatch: The smart scheduling capabilities of Field Service ensure that the right technician with the right skill set and equipment is dispatched to the appropriate location, optimizing resource utilization and minimizing delays.
• Mobile Access: Technicians can access critical customer information, service history, and knowledge resources on their mobile devices, empowering them to make informed decisions on-site.
• Inventory Management: Field Service also allows organizations to manage their inventory efficiently, ensuring that technicians have the necessary parts and equipment to complete jobs on the first visit.

Benefits of Implementing Salesforce Service Cloud

• Enhanced Customer Experience: Salesforce Service Cloud enables organizations to provide personalized and efficient support, leading to increased customer satisfaction and loyalty.
• Improved Efficiency: The automation and AI-driven capabilities of Service Cloud reduce manual tasks, optimize workflows, and boost productivity, allowing teams to focus on value-added activities.
• 360-Degree View of Customers: Service Cloud consolidates customer data from various sources, providing a holistic view of each customer. This empowers agents to deliver personalized and contextual support.
• Seamless Collaboration: The platform fosters collaboration between teams, enabling smooth communication and knowledge sharing, which results in quicker issue resolution.
• Data-Driven Insights: Service Cloud’s reporting and analytics tools offer valuable insights into customer service performance, helping organizations identify trends and make data-driven decisions.

Say Hello to the AI-Accelerated Service GPT

As you would expect, Salesforce® is at the forefront of this generative AI revolution. And as part of the company’s overall AI Cloud initiative, one of their GPT offerings is Service GPT.

With Service GPT, your organization can deliver personalized customer service at scale. With one implementation, you will be empowered to bring all your support needs onto one platform with AI so you can accelerate service delivery, decrease costs, and increase efficiency.

Business Benefits of Implementing Service GPT:

• Customer Satisfaction Elevated with Personalized Communications: Improve customer satisfaction and operational efficiency with Einstein GPT built into experiences.
• Customer Experiences Enhanced with Routine Task Automation: Step up your customer experiences and save your team’s time by automating routine tasks and end-to-end business processes.
• Issue Resolution Expedited through Automation: Speed up issue resolution using AI-powered chatbots to handle common requests.

Use Case Examples for Service GPT:

• A customer service team can automate tasks, such as creating new cases, send follow-up emails, and provide answers to frequently asked questions. This frees up customer service agents to focus on more complex cases and to provide better customer service.
• A technical support team can generate technical documentation, such as troubleshooting guides and FAQs. This will help customers troubleshoot their own problems and to reduce the number of tickets that need to be handled through technical support.
• A sales team can generate personalized email and SMS messages, as well as create lead nurturing campaigns. This improves the effectiveness of sales campaigns and to increase lead conversion rates.
• A field service team can generate work orders, provide instructions to field technicians, and track the progress of repairs. This will improve the efficiency of field service operations and to keep customers satisfied.

Summary

With its powerful capabilities and integrated Field Service component, Salesforce Service Cloud and Service GPT equips organizations with the tools they need to revolutionize their customer service and field operations. By enhancing customer experiences, optimizing resource utilization, and fostering seamless collaboration, your business will gain a competitive edge and propel your successes in today’s customer-centric world.

How AdVic Can Help

Salesforce’s Service Cloud and Service GPT can benefit businesses of all shapes and sizes if correctly implemented into your organization, and AdVic’s certified consultants will learn your business, and skillfully guide you through the entire implementation process, and even get you up and running within weeks, not months with our Service Cloud Accelerator. Let’s get to work today!

*Images courtesy of Salesforce

Related Resources:

Exploring AI: Salesforce Service GPT

Top Field Service KPIs Impacted by Field Service Cloud

Service Cloud Accelerator Quickly Handles a Zendesk Migration

David Litton Explains AdVic’s Service Cloud Accelerator

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Salesforce Commerce Cloud is a powerful platform that enables businesses to create and deliver personalized and seamless online shopping experiences. With its powerful features and capabilities, Commerce Cloud has become a popular choice among businesses of all sizes.

Let’s explore the many benefits of using Commerce Cloud for your online business.

Increased Sales and Revenue

Commerce Cloud enables businesses to create and deliver personalized and engaging online shopping experiences, which can lead to increased sales and revenue. By providing customers with a seamless and personalized shopping experience, businesses can increase customer satisfaction and loyalty, leading to higher sales and revenue.

Additionally, AI-powered product recommendations and real-time personalization capabilities baked into Commerce Cloud give businesses the ability to tailor their offerings to each individual, increasing the likelihood of making a sale.

Multi-Channel Commerce

Commerce Cloud also enables businesses to sell their products across multiple channels, including web, mobile, social, and even in-store. This multi-channel commerce approach allows businesses to reach more customers, increase their visibility, and sell more products.

With Commerce Cloud, businesses can also easily manage and synchronize their inventory and sales across all channels, providing a seamless shopping experience for customers.

Advanced Analytics

Providing businesses with advanced analytics capabilities, Commerce Cloud allows them to track and analyze their sales, customer behavior, and other key metrics. By analyzing this data, businesses can gain valuable insights into their customers’ preferences and behaviors, enabling them to make more informed business decisions.

Streamlined Operations

Commerce Cloud streamlines business operations by automating many of the manual tasks associated with running an online business. This includes everything from inventory management and order fulfillment to customer service and marketing.

By automating these tasks, businesses can save time and reduce costs, while also improving the overall customer experience.

Scalability

Designed to be scalable, Commerce Cloud allows businesses to easily grow and expand their online operations. As businesses grow, they can easily add new products, channels, and features to their Commerce Cloud platform, without the need for major IT investments or infrastructure changes.

This scalability also allows businesses to quickly adapt to changing market conditions and customer demands, helping them stay ahead of the competition.

Integration with Other Salesforce Products

Commerce Cloud integrates seamlessly with other Salesforce® products, including Salesforce CRM, Marketing Cloud, and Service Cloud. This integration allows businesses to create a unified customer experience across all touchpoints, from marketing and sales to customer service and support.

By integrating Commerce Cloud with other Salesforce® products, businesses can gain a complete view of their customers’ interactions and preferences, enabling them to provide a more personalized and engaging experience.

Security and Compliance

Built on a secure and compliant platform, Commerce Cloud provides businesses with peace of mind that their customers’ data and transactions are safe and secure. Commerce Cloud is PCI compliant and meets industry standards for security and data protection, ensuring that businesses remain compliant with regulations and laws.

Saved the Best for Last… Meet Commerce GPT

With Salesforce at the forefront of this Generative AI revolution, Commerce GPT will empower companies to deliver customized commerce experiences at every step of the buyer’s journey with auto-generated insights and recommendations based on unified real-time data from Salesforce’s Data Cloud and Einstein GPT.

Business Benefits of Implementing Commerce GPT:

• Personalized Experiences Increase Brand Loyalty: Create personalized shopping experiences that are tailored to each individual customer’s needs and preferences. This can lead to increased customer satisfaction and loyalty.
• Product Recommendations Increased Order Values: Generate more sales by recommending products and offers that are likely to be of interest to each customer. This can lead to increased conversion rates and average order value.
• Automated Tasks Allows Resources to Accomplish More: Save time and money by automating tasks such as creating product descriptions and generating marketing content. This frees up resources that can be used to focus on other areas of the business and higher level tasks.
• Consumer Behavioral Data Drives Sales: Gain insights into customer behavior and preferences. This information can improve customer experiences and drive sales.

Use Case Examples for Commerce GPT – Companies can:

• Automatically tailor product descriptions to each buyer based on their customer data and meet their commerce goals with GPT-guided recommendations. For example, how to unload last season’s inventory or increase average order value.
• Generate dynamic product descriptions for their websites, while also recommending products to customers based on their past purchases, possibly increasing the average order value.
• Generate translations for multi-language store-fronts with the click of a button saving time and increasing speed to market for new store fronts.

Summary

Salesforce’s Commerce Cloud and Commerce GPT provide businesses with a powerful platform for creating and delivering personalized and engaging online shopping experiences. By leveraging Commerce Cloud’s advanced features and AI capabilities, businesses can increase sales and revenue, streamline operations, gain valuable insights into their customers, and stay ahead of the competition.

How AdVic Can Help

AdVic’s dedicated Commerce team is ready to apply their knowledge and passion to your challenges. Whether you are migrating from a legacy eCommerce solution or just starting to dip your toe into the eCommerce world, our team has the skills and expertise needed to get your branded storefront up and running quickly so you can drive new revenue. Reach out and talk to us today!

Related Resources:

B2B Customer Experiences By People, Built For People

B2B Marketing Tips You Have Not Thought Of

The ABC’s of B2B Commerce

B2B Commerce Accelerator 

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For those who don’t know, AdVic’s extensive line of Accelerators are quick start tools that advance the implementation or enhancement of your Salesforce® platform to equip and empower your team, customers and your partners in just weeks, not months. 

With our uniquely crafted solutions, based on industry best practices and thousands of successfully completed projects, your company will be able to quickly leverage Salesforce functionality, lower deployment costs with accelerating platform benefits, and gain out-of-the-box resolution – which can be customized to your needs – to top industry use cases. 

In Part 1 of this AdVic® Salesforce Blog series, we’re taking a look at a few of our various Accelerator offerings and how they can expedite the Salesforce solution you have been looking for. 

Sales Cloud Accelerator

Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to support sales, marketing and customer support.

With AdVic’s Sales Cloud Accelerator, your sales team can sell smarter and faster by centralizing your customer. information, capturing their interactions with your company, and automating many of the tasks salespeople do every day. 

In addition, you can:

• Eliminate mistakes or repetitive tasks by Tracking and Reporting on sales activity.
• Display comprehensive and predictable real time forecasting.
• Enforce consistent pipeline data across every sales engagement.
• Automate the triage of incoming leads based on your specific routing requirements such as territory, prioritization, and product.
• Build reports and dashboards without help from IT.

Best of all, be up and running with the Sales Cloud Accelerator in as little as four weeks.

Service Cloud Accelerator

Salesforce Service Cloud is a CRM platform for customer service and support that enables users to automate service processes, streamline workflows and find key articles, topics and experts to support customer service agents.

If you’re like most companies, your service team’s challenges have grown as your business has. The Service Cloud Accelerator will equip your team with the tool they need – from case routing to managing service level agreements – while providing you with the 360-degree data to manage towards your goals

How Else Service Cloud Accelerator Empowers Your Team:

• Engage on a one-to-one level with every customer, everywhere.
• Gain customer experiences that foster satisfaction and loyalty.
• Quick Implementation – with weeks – for fast ROI.
• Engage with easy-to-create reports and dashboard for performance and success management.
• Seamlessly migrate your data from your current system into Salesforce® (Accelerator add-on).

More Information About Service Cloud Accelerator

And with AdVic’s Service Cloud Accelerator, your company can create personalized customer experiences within weeks. The video below shows you more.

Service Cloud + Data Migration Accelerator

Eliminating technology limitations accelerates progress – especially when  it relates to servicing customers, everyone’s number one priority. For some start-ups, Zendesk may be an initial option due to it being a quick fix, low-cost  help desk ticketing system approach. But as the need for smarter, faster and more personalized service delivery grows, organizations commonly  migrate from a “help desk” approach to a full-service relationship management system like Salesforce Service Cloud. Ad Victoriam’s Service Cloud + Data Migration Accelerator will migrate your business from Zendesk to Service Cloud to improve customer service delivery and propel satisfaction within weeks. 

Experience Cloud Accelerator

Salesforce Experience Cloud (formerly Community Cloud) is an all- encompassing software system with an integrated set of technologies, digital marketing products, services and solutions that help companies digitize business operations, engage customers, and provide effective connection and collaboration with their partners. In addition, Experience Cloud integrates all Salesforce apps and capabilities under one roof, including sales, marketing, and customer care, as well as analytics, advertising, and content management.

Why Salesforce Experience Cloud?

• Integration of data from any source.
• Provide personalized experiences.
• Personalized design for each type of device.
• Boost interaction with your users.
• Real-time tracking.
• Optimize response management.
• Analytics for decision-making. 

In Part 2 of this AdVic Salesforce Blog series, we take a look at these AdVic Accelerators:

• Salesforce Order Management Accelerator
• B2B Commerce Accelerator
• Marketing Cloud Accelerator
• MuleSoft Ignite Accelerator

Why not start accelerating your progress today? Take advantage of AdVic’s Accelerator tools that not only expedite your progress, but deliver the results you need cost-effectively. Schedule a meeting with us now!

Related Resources:

Expedite Salesforce Implementation with an Accelerator – Part 2

AdVic Accelerators: Products That Propel Your Salesforce Platform’s Value

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The world of customer service is changing. Customers seek a personal and emotional connection with brands and expect consistent and seamless connections across all channels. But given that customers have more touchpoints with brands than ever before, it can be difficult to make quality connections at scale. That’s where the power of automation and artificial intelligence (AI) can help.

If you’ve been kicking the tires about a Salesforce Service Cloud solution for your business and you haven’t pulled the trigger yet, perhaps you are not aware of its powerful AI capabilities…the ones that can make your service team reinvent customer experience.

Let’s take a look at some of the ways AI-powered predictions, recommendations, and chatbots on digital channels – built right into the Service Cloud platform – will make your customers happier and your agents more productive.

Automate Common Service Interactions

Quickly help customers find answers to common questions and resolve routine requests at scale with chatbots. Enhance the experience by connecting your bot to business processes and initiating guided interactions. If your customers need more help, chatbots gather enough qualifying information for a seamless agent handoff.

Assist Agents and Employees

When you apply machine learning to all your CRM data, you’ll save your agents time populating case details with predictions. Automatically apply those predictions and use existing rules to push cases to the right agents. In addition, you’ll also be able to:

• Show your agents the most helpful knowledge articles based on the context of the case and the way articles were used in the past. 
• Eliminate the time agents spend typing responses to the most common questions with reply recommendations.

Optimize Service With Actionable Insights

With actionable insights functionality, you’ll be able to serve the right action and trigger the right process at the right time to your agents and customers with contextual recommendations. You can then personalize those recommendations even further by integrating business rules and AI-powered models. Further you can help your managers and agents make more informed decisions with analytics and gain visibility with prebuilt dashboards, and see case volumes, worker activity, chatbot performance, and more.

Get the Most Out of the AI Inside Service Cloud

Once you’re all set up with your AI-Powered Service Cloud platform, here are several tasks you’ll want to initiate to ensure you’ll have the best bot experience for your team and your customers.

• Identify the top 10 routine questions your service agents receive.
• Develop a set of knowledge articles to train your AI-powered chatbot on how to answer noise questions (including how customers answer those questions).
• Select the channel(s) – such as chat or messaging – to apply to your chatbot.
• Assemble a team to develop a voice and tone for your bot that aligns with your brand.
• Design a welcome greeting that identifies the bot and clarifies customers are not speaking to a person.
• Explain what the bot can do to help your customer, and always include the option to transfer the customer to a human agent. 

The 100% U.S.-based AdVic® Consulting Team – which works on your hours – helps businesses of any size and in any industry incorporate AI into their technologies to empower you with the critical insights you need. Why not book a meeting with us today? 

Related Resources:

How to Improve Sales Forecasting in Salesforce with AI

Turning Sales Into Selling Machines, CRMs, AI and More

Why Forecasting Sales with AI is Important Across All Industries

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A pet supply retailer with numerous locations across the U.S. came to AdVic® with a major predicament that had actually been snowballing in recent years. Their eCommerce platform had become extremely challenging not only to maintain, but to enhance. As a result, their challenges were creating barriers hindering their growth in what has become an extremely competitive marketplace. 

What this client really needed was to be able to pivot at a moment’s notice to increase their ability to service customers quickly and be able to control their platform locally and, at the same time, digitally rebrand their business.

The Multi-Cloud Solution

The Salesforce solution AdVic implemented for our client took on a very specific four-pronged attack that also included a MuleSoft® integration.

Commerce Cloud:

• Implemented a complete digital transformation, empowering internal teams with local control over their processes, brand, offerings, and more.
• Formalized and implemented a new UX/UI design for a rebranding campaign.
• Rebuilt processes, automation, and system integrations, enabling Pet Supermarket to create their own content and manage their online presence.
• Established change management procedures to streamline and facilitate future platform changes.
• Hourly data integration updates (previously once in 24 hours) provided accurate inventory availability, while custom logic alerted the customer and blocked order acceptance of unavailable products.

Salesforce Order Management (SOM): 

• Implementation and integration of SOM with Commerce Cloud enabled the client’s team to build Split-Order Processing to manage fulfillment for two separate warehouses.
• SOM dynamically reviewed each warehouse’s inventory based on SKU. If an order included SKU’s in each warehouse, the order would split aligning with the appropriate warehouse, change order stage to “allocated” to trigger MuleSoft to process and send the order downstream through the ERP to the pick/pack system in preparation for shipping.
• Sales data visibility in SOM aggregated from three systems.

Service Cloud:

• Integration of SOM with Service Cloud placed the processing of returns, discounts and cancellations inside of Service Cloud at the agent’s finger tips.
• Case Management dashboard consolidated data provides extensive visibility in one system versus two, facilitating quality customer service and agent management.

Marketing Cloud:

• Implementation empowered the client’s local marketing team to drive website visits through the creation and executing of promotions, campaigns, and targeting and nurturing, which more than doubled eCommerce conversion rates.
• Initiation of online order email confirmations, along with FedEx tracking numbers, decreased the “Where’s my order” inquiries by 20% within one month, and that percentage continues to trend down.

Outcome

Full digital transformation of this client’s business revolutionized the way they do business and positions them for short- and long-term success. Implementation of the multi-cloud Salesforce system, integrated with MuleSoft, has provided them with updated consolidated data insights, elevated customer experiences, more than doubled eCommerce conversion rates, reduced service calls, and built a foundation for future functionality and growth.

Are you considering a Salesforce and MuleSoft integration? You will want to seriously consider a consultant who is not just interested in building your next project but wants to build your business for future success. The AdVic team is ready to start your project today. Let’s start that conversation today!

Related Resources:

More Customer Stories from AdVic

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Let’s face it, Salesforce® is amazing, but it’s also massive. Building out Service Cloud takes months… sometimes years to properly tune and that time can cost you in numerous ways, not the least of which is man hours and lost returns. You know you need Salesforce, but what if there was a way to speed up transition time – including a Zendesk migration – to get your customer support agents up and running with the features they need for success within weeks, not months? 

Say Hello to AdVic’s Service Cloud Accelerator

As your business expands and opportunities increase, you’re most likely seeking solutions that enable your business to grow. A common barrier to growth is the utilization of technology that fails to scale with emerging needs. Eliminating technology limitations accelerates progress – especially when it relates to servicing customers, everyone’s number one priority.

For some start-ups, an initial option is a quick fix, low-cost help desk ticketing system approach. But as the need for smarter, faster, and more personalized service delivery grows, organizations commonly migrate from a “help desk” approach to a full-service relationship management system like Salesforce Service Cloud. AdVic’s Service Cloud Accelerator will improve your customer service delivery and propel satisfaction within weeks. And a Zendesk migration quickly transfers all of your historical data into your new Service Cloud platform.

How the Service Cloud Accelerator Empowers You

• Engage on a One-to-One Level with Every Customer, Everywhere
• Customer Experiences that Foster Satisfaction and Loyalty
• Quick Implementation for Fast ROI
• Empowering Teams with 360-Degree Data for Strategic Planning
• Reports & Dashboard For Performance and Success Management

And with a Zendesk data and process migration, your historical data is cleaned, organized, and migrated into Service Cloud fields and objects based on business requirements before deployment, so full access to data is always available and is immediately usable.

Service Cloud in Motion

AdVic® has a long-time customer who is an industry leader in the wholesale asset finance and risk management field. They came to AdVic because they wanted to replace Zendesk with Service Cloud and implement Experience Cloud. They were struggling with reporting, usability, and internal/external communications. They needed a “single source of truth” tool, enabling them to manage sales, service, and their customers’ experience in one platform.

Some highlights of our migration/implementation included:

Replaced Zendesk with Service Cloud, reconfigured Sales Cloud, implemented Experience Cloud, and then integrated all three clouds to create one connected platform.

• Developed a customized claim routing process, which dramatically decreased service agent response times.
• Integrating products with case objects allowed for visibility into customer data, which in-turn enabled them to provide higher quality, more personalized customer experiences.
• Routed communications through the Experience portal, enabling case comments and conditional highlighting to foster collaboration.
• Built custom Communication objects, permissions, and document cloning triggers to enhance document management functionality.

When you’re ready to increase your customers’ level of satisfaction through the delivery of smart, fast and personalized care, get in touch with AdVic’s Service experts for a Service Cloud Accelerator solution – accomplished in weeks – not months!

Related Resources:

David Litton Explains Service Cloud Accelerator

Salesforce Service Cloud vs. Zendesk

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The post Service Cloud Accelerator Quickly Handles a Zendesk Migration appeared first on Ad Victoriam Solutions.

Not familiar with Salesforce Rebate Management? It was designed for organizations with complex sales channels and incentive programs. Rebate programs drive profitability and optimize channel sales – that is, when they work the way they are meant to work. 

And in the manufacturing industry, Rebate Management empowers companies to reduce manual processes, drive top-line growth and scale incentive programs. They can gain an accurate view of business performance, demand forecasts and channel sales, in addition to securely sharing incentive information with channel partners to build trust.

However, programs only succeed if organizations provide the intelligent visibility to sales teams and channel partners that enables them to upsell, identify cross-sell opportunities, and drive the right behaviors. And to that end, here’s a Salesforce Rebate Management success story.

AdVic’s Challenge

RAB Lighting – a company that manufactures and distributes affordable, energy efficient LED lighting and controls to retailers to sell, electricians to install, and end-users to save energy – was utilizing various spreadsheets and emails to manage and calculate rebates. However, spreadsheets created data collection challenges, which impacted their ability to facilitate their program efficiently. They wanted an automated Rebate Management Program to handle each of their various rebate offerings. To ensure that the Salesforce® Rebate Management platform could meet their needs, they contacted AdVic® and we immediately began with a deep-dive discovery to bring a company-wide solution to RAB. 

What AdVic Did

To ensure that RAB would have the efficient Rebate Management Program they desired, AdVic’s consultants designed this solution: 

• Implemented Rebate Management eliminating manual calculations, spreadsheet maintenance, incomplete data, and rebate management inefficiencies while fostering cross-departmental data visibility.
• Integrated Rebate Management with Sales Cloud, Service Cloud, Marketing Cloud Account Engagement (formerly Pardot) and enabled data exposure for the national sales team. 
• Cleaned, formatted and migrated two years of historical invoice data into two tailored rebate use cases: Base Payouts and Growth Payouts. 
• Developed a scalable data processing engine, which runs through flows and calculates rebates based on each use case requirements. 

“AdVic® felt like an extension of the RAB team, as they quickly got up-to-speed with requirements and integrated them with the Rebate Management tool. I appreciated the efficient use of meetings to move the project forward and ensure alignment without wasting time. Happy to partner with them for future projects.” – Dave Ramo, Director of Business Analysis, RAB Lighting

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As part of the Salesforce Rebate Management pilot team, AdVic was building and testing business use cases, providing feedback on the functionality, and also implementing the program as a launching pad to implement Rebate Management for all of RAB’s rebate programs. Salesforce relied on our feedback during the pilot, which gives us the ground-floor knowledge and more expertise to create effective Rebate solutions. And now, Salesforce highlights AdVic as a top trusted Rebate Management Partner, so why shouldn’t you, too? 

Let’s start the conversation about your Rebate Management Program today!

Related Resources:

More Customer Success Stories from AdVic

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