Merging Multiple Salesforce Orgs: Customer Success

Cloud System Connectivity Ad Victoriam Salesforce

Ad Victoriam Solutions (AdVic) was called in when a market-leader was merging their vulnerability and identity security operations with another org to offer the cybersecurity industry’s first identity-based security automation platform. Their merger presented a problem they wanted AdVic to solve – duplicate Salesforce Clouds. In addition, they had previously undergone several
 org migrations leaving the business with disconnected data and processes.

Salesforce Customization Roadmap

To address their dilemma, the newly merged company needed AdVic to create a strategic technical roadmap detailing the replication of key functionality from each legacy Cloud into a new Salesforce instance. To begin, AdVic dove deep into their company processes and goals. The AdVic team then facilitated a significant data cleansing process in preparation for the migration of historical data.

Afterwards, the AdVic team merged the two organizations’ processes into one new Sales Cloud platform. Their legacy CPQ product, Aptus, was replaced with Salesforce CPQ and integrated into their new platform.

Related: Increase the ease, speed and accuracy of your sales quoting process. View this recorded webinar with live demo to see the benefits of utilizing Salesforce CPQ and learn top tips for customizing the platform to meet your business needs.

The Results

  • Significant reduction in the product catalog through streamlining and eliminating skew redundancies.
  • Data duplicate removal and cleansing drove data integrity enabling the Client to speed their sales cycle and customer success.
  • Significant increases in new features, functionality and automation enhanced productivity and team collaboration.
  • New quote templates and automation simplified quotation process, while increasing quotation delivery and accuracy.
  • Validation Rules and Stage Gating established process consistency for opportunity stages based on strict stage progression requirements.

Commenting on the overall AdVic-crafted resolution, the newly merged company’s representative shared, “End to end world class support and experience. They not only delivered the project on time, we had a wonderful support structure that allowed us to get timely consulting, advice and expertise when it came to strategic decisions.”

Whether you have a homegrown, a third party system or a combination of the two, Ad Victoriam Solutions can assist you with all of your integration, migration and platform enhancement needs. Talk to us about your unique business needs to see how we can connect your systems to accelerate your business growth.

 

Salesforce CPQ Webinar and Live Demo

Sales Quote Automation: Faster & Accurate Quotes

Sales Quote Automation Salesforce CPQ

The Quoting Challenge

Ad Victoriam Solutions’ welcomed challenge involved longtime client Concurrent Technology, Inc. Concurrent is a global company that develops software solutions focused on storing, protecting, transforming, and delivering visual media assets.

Concurrent was utilizing the standard quoting system within Salesforce alongside Excel spreadsheets to manage their quoting process. Their processes were labor-intensive and decreased productivity. With multiple product lines at varying levels of functionality, Concurrent needed a more robust system to streamline their quoting process, they needed Salesforce CPQ.

Ad Victoriam Salesforce CPQ Solution

After a careful analysis, the Ad Victoriam (AdVic) team integrated a beneficial solution:

Quote to Cash Salesforce CPQ Implementation
Created guided selling processes to eliminate manual tasks and use of external spreadsheets driving faster and simpler quotation process. Provided flexible solution to allow customization and personalization.

Functionality Reduces Quotation Time
Product Favorites deployed enabling sales reps to save favorite products and configure bundles. Designed custom Conga templates to populate standard quantity levels, descriptions, and associated price levels. Functionality reduced quotation time from six minutes to just 30 seconds!

Revenue Growth with Product Grouping
Automation process added a secondary “recommended” product group in addition to the primary products requested by the customer. Second grouping drives revenue with minimal additional sales effort.

Quotation Clarity Enhances Customer Satisfaction
Quote enhancements provide well-defined pricing and discount information decreasing post-quotation questions while enhancing sales and customer service experience.

Related: Join an upcoming webinar & live demo (free) to learn more about Salesforce CPQ.
No selling. Just information. Register today. 

There’s no doubt that AdVic has seen how Salesforce CPQ integration can transform the quoting process in an extremely positive way with nearly instant systems improvements, and our clients and quite happy with the results, too.

Concurrent’s Sr. Director of Technology Operations & Program Management said, “We have enjoyed working with Ad Victoriam on numerous projects since our initial Salesforce deployment and are looking forward to continuing our partnership as we roll out new functionality and improved user experience to our sales and support teams.”

New to Salesforce CPQ?

Salesforce’s CPQ (Configure, Price, Quote) software is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately. Hosted within the Sales Cloud platform, CPQ gives your team a direct link with your CRM to make the most impactful sales decisions.

 

Want to learn more?
Register for our free webinar & Salesforce CPQ live demo. 

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Manufacturing Efficiencies Advanced with Salesforce

Manufacturing and Salesforce

Polyglass has been a leading manufacturer of roofing products in Europe since 1960. The company introduced its products and technology to the United States in 1992. Since then, they have grown to be a leading manufacturer of roofing membranes and coatings for low- and steep-slope applications and currently employ nearly 5,000 workers.

The Business Challenge

Successful as they were on the global manufacturing stage, Polyglass was struggling with managing its roofing inspection process. They needed new technology to automate their processes, thus their reason for reaching out to Ad Victoriam Solutions (AdVic).

When Polyglass came to AdVic, they were utilizing an underperforming, homegrown system, which required extensive, time consuming manual input of data. Their representatives were taking pictures with their phones and logging their information in their personally created Word templates. Afterwards, they would email their findings to the home office. Polyglass needed a solution that increased productivity and simplified the complex work order creation process. Polyglass also wanted a portal within which their office and field-based teams could seamlessly communicate.

Salesforce Implementation Results

After careful and extensive technical analysis of exactly what Polyglass needed, AdVic created a strategic roadmap outlining the optimal course of action to implement Service Cloud with Field Service Lightning, Community Cloud, Salesforce Mobile, and Salesforce’s Lightning Experience. Here's what AdVic accomplished:

  • Decreased roof inspections appointment duration by 75 percent.
  • Created functionality to capture, edit and add aerial rooftop photos to work orders.
  • Customized the platform so customers can log claims and the service team can create cases to facilitate quick resolutions.
  • Enabled Mobile to allow field-based tech reps to provide demos and input data immediately for quicker transfer of leads to sales.
  • Provided in-person user adoption trainings for their nationally based team members to transition users from the homegrown system to one single robust platform.

Related: Watch our manufacturing focused on-demand webinar (with a demo).

 

SalesforceDataManufacturingWebinar_Image_Feb19

This is just one of our manufacturing success stories. We understand that our business has its own unique challenges. Ad Victoriam digs into the details to provide a unique, scalable solution that meets the intricate needs of each user group as well as the needs of the overall company. If you would like to discuss your challenges, send us your information below.

 

How FLUX Pumps Cut Their Sales Cycle in Half

Manufacturing Sales Cycle

The FLUX name has been synonymous with pump technology for more than 60 years. It was the invention of the first electric drum pump that sparked the creation of company. Since its inception, FLUX, headquartered in the beautiful black forest region of southern Germany, has grown to employ more than 150 highly skilled men and women worldwide, established seven wholly owned subsidiaries, and maintains sales partnerships in more than 70 countries.

One of those wholly owned subsidiaries, FLUX Pumps Corporation North America, anchored in Georgia, services the United States, Canada and Mexico, and began working with Ad Victoriam Solutions (AdVic) in early 2015 and remains a top customer today; they were actually Ad Victoriams' second customer!

Cutting the Sales Cycle in Half

The original project AdVic initiated for FLUX was to implement a much-needed Salesforce Sales Cloud solution. The company’s nine team members in their North American division were responsible for servicing 3,000 distributors. They literally did not know who their customers were as their way of managing contacts consisted of scanning business cards filed away in a shoe box. They did have an accounting system, they could send an invoice, but that was it. No spreadsheets, nothing. They really were starting at zero, and worst of all, they had no real meaningful or efficient way of communicating with their customer base.

Commenting on the success of the initial AdVic solution for their company, FLUX North American President Pete Fujimoto remarked, “AdVic exceeded our expectations for sure. They got us set up to use the basic functionality to help us manage our sales process.” He shared that in the past four plus years revenues for their division have skyrocketed 20% year over year, and even more in some territories. Fujimoto added, “The previous sales cycle of 30-40 days was cut in half, down to the teens, and conversions doubled! We could not have done this without AdVic and their Salesforce solution. AdVic helped us become loud in our space, gain much-needed attention, and showed us how to nurture leads that turned into sales.”

Pardot Marketing Automation Enhancement

In addition to implementing a well-thought out and successful process automation structure for FLUX, AdVic has since helped this leader in the field of pump technology to implement Salesforce’s Pardot Marketing Automation, which is driving even more new business. Now, using marketing automation, FLUX sales team members are sending an average of two emails a month to every one of their more than 3,000 customers, creating more sales opportunities. Before this functionality, each FLUX team member was only able to communicate with a handful of their 800 clients monthly.

Fujimoto stated, “Opportunities increased for us by 50% in the first year. We used to get 10 opportunities a month, now we’re getting 20 or more.” And he admits that they are still in their infancy with their AdVic/Salesforce solution. “There is more and more that we can do to grow.”

Advice to Others when Choosing a Salesforce Partner from Fujimoto

“To this day we still meet weekly with Ad Victoriam to think and explore more solutions. We work together. This is not a project; this is a relationship. They are not a vendor; they are a true partner who took the time to know our business. That is why we have continually worked with them for more than 4 years. The Ad Victoriam team finds a way to work within our system and makes things happen; they know solutions based on their knowledge of our business and are positive, creative, and supportive in every way. We always feel valued.”

Looking for a Salesforce partner that learns your business to provide a successful, long-term solution for your business? If so, please complete the form to find out more.

 

 

Productivity Accelerated Using Multi-System Integration

Salesforce Multi System Integration Image

PRODUCTIVITY ACCELERATED WITH A

MULTI-SYSTEM INTEGRATION

Real challenges demand real solutions. That was the quandary the Client was in when they turned to Ad Victoriam (AdVic) for their multi-system integration solution.

The Client is recognized as one of the largest authorized agents for Verizon Wireless. Their nationwide operation employs more than 5,000 employees in 700-plus stores. Their commitment to the communities and people they serve is what they feel sets them apart, and they attribute their success to customer satisfaction.

The Challenge: The Client realized that their disconnected sales and service systems could no longer support their fast-paced growth. They were using an outdated Excel method to manage their sales and service data, alongside RingCentral, the system that managed their calls. It was becoming painfully apparent that they needed an integrated system. They needed a system that detailed and related their operational data to enable its management to drive the business in today’s fast-paced competitive world, based on comprehensive data.

The Salesforce Integration Solution

After extensive analysis, AdVic put in place a multi-system solution that included implementing and integrating Sales and Service Clouds with RingCentral CTI and the Client's existing ERP to provide in-depth insights not previously experienced. In addition, AdVic utilized both Sales and Service Consoles to present the data in an easy to view tab formation to accelerate productivity and visibility into prospect and customer records.

Further, a RingCentral CTI integration synced call/text activities into a custom built Salesforce object and used routing tools to funnel callers to the appropriate team member based on data in their record. To further drive customer satisfaction and prospects to close, the callers record now pops up putting the data at the agents’ fingertips as the phone rings. Since the Client needed this same functionality available to their field-based reps, AdVic also deployed CTI functionality for mobile, increasing the velocity of sales and support services even while the reps were on the road.

To round out the project and deliver maximum benefit, the AdVic team built easy-access dashboards, backed by custom reports, to empower management as they target areas for improvement, and drive productivity, sales, and customer support services.

Integrating your systems helps you gain access to transformative data that drives sales performance. Find out more, register for our upcoming 20-minute webinar filled with information and a live demo.

Integration Solution Snap Shot

Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce Mobile

Lightning UI
CTI 

Back Office 

Salesforce Integration Propels Productivity

Salesforce Integration Propels Productivity

The Disciple Training School (DTS), deep in the heart of paradise, in Kona, Hawaii, which trains future missionaries, reached out to Ad Victoriam Solutions (AVS) to help their non-profit connect their systems and increase their efficiencies.

Known as leaders in the field of integrating disconnected systems and streamlining processes, we dispatched a team of three AVS consultants to Kona for a week – all for free – to implement and integrate Salesforce Sales Cloud and Salesforce Community Cloud which helped them reach their goals. Here’s how we accomplished our mission.

Salesforce Integration Customer Story
Problem

DTS was utilizing two disparate systems – a homegrown Customer Relationship Management (CRM) system and a security platform to enroll students into their program. Student enrollment and data management between their systems was time intensive and proved to be unreliable.

Solution: The Salesforce Platform

AVS implemented the Salesforce Platform to replace DTS’ complex homegrown CRM. AVS leveraged Heroku to integrate DTS’ Salesforce Sales Cloud with their security system enabling records to automatically be passed to their security system, along with a photo, so a student badge could be easily generated. As a result, enrollment time was reduced by 5 to 10 minutes for each of the more than 700 enrollees per semester.

To further enhance the DTS system, AVS designed a plug-in force.com component for the Salesforce Mobile app enabling the school’s security guards to view the students contact record in real-time, remotely. In addition to the student photo and status, the security guards are now able to activate and deactivate the student in the app itself.

Community Cloud Money Transfer
Problem

The DTS students are responsible for raising money to cover their schooling and daily needs. DTS wanted the students to have access to their accounts so they could manage their funds for tuition, supplies, and meals. In addition, as a mission-based program, students are given the opportunity to put money into their fellow students’ accounts to assist those who are struggling financially.

Solution: Salesforce Community Cloud

AVS created a multi-screen process guiding students through designated pages where they could make their own payments or donate to another student anonymously. They could choose the timing of their donation and the school for which the payment was to be paid. The DTS Community Cloud was made accessible through an iPad in the cafeteria and was multi-lingual to accommodate all of the students. The custom-coded solution uses Apex code along with Lightning Styles.

Salesforce Integration Mission Accomplished

Salesforce Integration Mission Accomplished

In the end, AVS created a scalable system that saves DTS valuable time, and is the foundation of an automation system that can easily be enhanced in the future.

Commenting on our solution for DTS, a spokesperson said, “The Ad Victoriam team was professional, personable, and incredibly enjoyable to work with! They spent time understanding our organization and made the custom solution that we needed – we are thrilled with the results! They were also a great resource for us – providing valuable input on how we can continue to improve as a University with our Salesforce implementation. As we say here in Hawaii – ‘mahalo nui loa’ (thank you very much)!”

If you are working with limited resources and need to increase productivity, contact us, we can help. We promise, we’ll chat and advice, not sell.

Fun Fact: Salesforce Co-CEO, Mark Benioff, drew his inspiration for Salesforce’s company-wide culture, or “Ohana,” from Hawaii. Ohana is a word that describes the Hawaiian concept of family, including blood relatives, adopted members, and intentionally chosen connections, and further reinforces the spirit of “Aloha.” Read more about Benioff’s initiative here.

CRM Strategies Streamline Manufacturing Operations

Manufacturing CRM Strategy

We all know that shrimp goes with grits, snow goes with winter, and butter goes with popcorn. But at one corporation, there was no such synergy. The problem was, North America’s largest manufacturer of equipment pads and a leading manufacturer for the HVACR industry had to find a way to sync their Canadian-based operations with their existing U.S.A. systems; they wanted to become one. To do so, they needed to streamline their quotation methodology, standardize processes, gain visibility into their opportunity pipeline, and automate tasks, but how do they go about tackling such a monumental task?

CRM Strategies to the Rescue

The Client contacted the AVS Salesforce Consulting team, who, after extensive evaluation of their needs, immediately got to work and created winning CRM solutions:

Sales Cloud & Back Office Integration 

AVS streamlined the Client’s operating processes between Canada and U.S.A. divisions into one single CRM platform, and provided a 360-degree customer view to maximize productivity and control expenditures through the integration of Sales Cloud and the corporate ERP.

CPQ Quote to Cash

Quote to Cash CPQ Implementation

AVS created multi-step processes eliminating manual tasks driving a faster and simpler quote approval processes. AVS also developed a centralized pricing functionality and automated approval rules enabling discounting capabilities and creation of custom pricing.

Opportunity Pipeline with Field Access

The AVS team tailored a fast and simple opportunity methodology providing visibility to the opportunity pipeline, and implemented Salesforce Mobile, which accelerated opportunity management to drive sales.

Workflow Lead Nurturing Pardot

Pardot Deployment

The AVS consultants deployed an automated marketing solution – Salesforce’s Pardot – for tracking prospects and engagement to deploy targeted messages for improved prospect nurturing.

So, how did we do? The Client’s Salesforce CRM Administrator couldn’t have paid AVS a higher compliment: “Best consulting firm we’ve used. On time, on budget, and no BS.”

If Salesforce is not empowering your business the way you need it to, contact us for a FREE Discovery Call to see if we can help. Or, if you are interested in learning more about how we’ve helped other manufacturers, continue reading.

 

About
Ad Victoriam Solutions Consultants work as a dedicated, innovative team of problem solvers, taking on your technology challenges. We are 
Salesforce CRM cloud and data consultants who customize our approach to design strategic solutions that increase efficiency, accelerate productivity and enable scalability. 

Salesforce Lightning Improves Data Visibility

Salesforce Integration Customer Story

It wasn’t the first time it had happened. A team from one division of a leading provider of regulatory and compliance solutions for the finance industry, went to see a major client. As the team members waited for the meeting to start, the meeting before theirs ended and the participants walked out of the conference room. To everyone’s surprise, the previous group was a team from another division of the same company. Both teams realized that the experience was a symptom of a bigger issue, and it was time to make some changes.

The Problem
“The Client started as a general compliance services group founded by former SEC regulators. Then, over time, the company expanded to 12 divisions through a series of acquisitions. It was fast-growing and increasingly more diversified in its product offerings. But with such fast growth came fragmentation,” explains the lead Ad Victoriam Solutions Salesforce Consultant. “The divisions were not able to talk to each other because they didn’t have a single platform through which to do that.”

The Client approached us to solve that problem. The AVS Salesforce consulting team reviewed the Client’s systems and recognized that the company didn’t have a universal sales or marketing process in place. Every division essentially worked independently, and the company as a whole was not taking advantage of the opportunity to cross promote its products to customers. The Client needed a way to bring all of its efforts under a single platform so every division in the company—from cyber security to performance—could see what the other divisions were doing.

The Solution
The Client did have an existing data system in place, but it was difficult to use, and employees were not invested in learning how to make it work better. Ad Victoriam Solutions started from the beginning, encouraging the Client to create a paradigm that identified what products each division offers and to whom the company sells. The AVS team built out a robust data solution based on the information using the cloud-based Salesforce Lightning CRM; the objective was to open up the lines of communication between the company’s divisions, increase data sharing and visibility, and by making workflow more intuitive.

To further streamline the Client’s cross-sell initiatives, Ad Victoriam suggested that the company select one account representative from each division to be notified by the system anytime a product or service is sold and added to an account. Previously, multiple people within a division would receive e-mails regarding sales activity, making it difficult to follow any back-and-forth interactions among team members and divisions. However, Salesforce’s functionality allows all communication to be tracked in one location, and with one designated point person per division, it ensures that the status of an account will be accurate. “It automated the mundane,” the AVS Salesforce Consultant observes.

Ad Victoriam developed a unique structure in Salesforce Sales Cloud for the Client, working closely with the Client to discover and create business processes that it didn’t have and provide a framework for best practices. The system is now up and running, and the Client’s more than 200 employees have grown to understand the power of the Salesforce CRM platform, including its ability to provide real time feedback on reporting and the opportunity to automate document, proposal and contract generation in the future. The solution keeps everyone on the same page and ensures that everyone is always aware of the latest data, it’s a new level of transparency. Ad Victoriam Solutions incorporated the latest features of the Salesforce Sales Cloud into the system, allowing the solution to be enhanced as new tools became available.

“We used features that were released in the middle of the project. We could do that because we understand Salesforce Lightning and use it in the way that it was intended,” AVS Salesforce Consultant says. “We created a single system that’s scalable - customized at just the right level for the Client so it doesn’t require constant intervention from us, while enabling the solution to evolve as business needs change. Now, the Client knows what it can do to enhance businesses processes, and the company’s divisions can work really well together for many years to come.”

 

About
Ad Victoriam Solutions Salesforce Consultants work as a dedicated, innovative team of problem solvers, taking on your technology challenges. We are Salesforce cloud and data consultants who customize our approach to suit your processes for increased efficiency, accelerated productivity and scalability.

If Salesforce Sales Cloud is not empowering your business the way you need it to, or if you are interested in leveraging the power of Salesforce Lightning, you need an experienced partner. Ad Victoriam is not only a Salesforce Gold Partner, but we also earned the Salesforce Lightning Masters designation. Contact us to learn how we can help empower your business. 

 

Salesforce Service Cloud Enriches Experiences

Hi Rez Logo Salesforce Service Cloud

When Hi-Rez Studios, one of the fastest-growing video game developers in the country, came to Ad Victoriam Solutions, it had two main goals: to improve its customer service experience for current players and to boost its marketing efforts to increase long-term player engagement. Both objectives were ambitious, as Hi-Rez boasts more than 40 million players between its two flagship online games. The company not only needed to have fast access to an array of player-based information, but it also needed data analytics and wanted to use that data effectively.

“The challenge was finding a solution that would scale to their level and allow Hi-Rez to have diverse contact management and marketing capabilities,” says James Rogers, Principal at Ad Victoriam. “The team quickly identified Salesforce Service Cloud and the Salesforce Marketing Cloud as the ideal solutions for Hi-Rez. The key was to approach Hi-Rez Studios’ requirements in two stages, first customer service, then marketing.”

Salesforce Service Cloud
For customer service, Hi-Rez needed to provide customers with a way to submit tickets regarding billing, technical and game play issues; it also had to have a single system for processing that information so cases could be resolved quickly. Hi-Rez already had a portal in place through which customers could fill out an online form to start cases, but it lacked a streamlined way to work with that information efficiently. The Ad Victoriam Salesforce consulting team decided that Salesforce’s Email-to-Case solution was the perfect option because it could integrate easily with Hi-Rez Studio’s existing user portal. Ad Victoriam partnered with Hi-Rez to build out the integration of the portal with the Salesforce Service Cloud, and now the two systems work together. “When a customer submits a case, it is captured and pushed into Salesforce,” the Ad Victoriam Salesforce Consultant explains. From there, customer service reps can communicate with players to get issues resolved in a timely manner. What’s more, Salesforce can help Hi-Rez make sure that the system is not creating duplicate users from one person who plays both of the company’s main games; each player remains as a single contact regardless of which games in which they participate.

Salesforce Marketing Cloud
The same customer-centric thinking was applied when Ad Victoriam built out the Salesforce Marketing Cloud to enhance Hi-Rez Studio’s marketing efforts. In the past, Hi-Rez used Oracle’s RightNow service for its marketing initiatives. However, it was expensive and difficult to use, and Hi-Rez needed another option that would fit its specific needs. “The nature of gaming is that people will play for a bit and then never play again. They need an incentive to play more often and play up to higher levels of a game,” James notes. He added, “Hi-Rez wanted to be more interactive and engaged throughout the marketing process. So, within the Salesforce Marketing Cloud platform, we wanted to do a couple of things. The client wanted to teach their players on an ongoing basis by providing sessions about how to do everything from store the images they create to how to create journeys within the games. They also wanted to be able to send follow up emails to contacts about new features, discount codes and more.”

One of the biggest challenges was ensuring that players who enjoy both Smite and Paladin are not inundated with e-mails from the company, making the ability to look at each player as a single contact that much more important. On the flip side, if players only play one of Hi-Rez’s games, they need to be segmented out and receive communication about their preferred game alone. The customizable nature of the Salesforce Marketing Cloud lent itself to this requirement beautifully. And now that Hi-Rez has seen Salesforce’s—and Ad Victoriam’s—capabilities, the work to improve its processes continues.

Game On
“Hi-Rez now has game play information at their fingertips that is critical for their customer service and marketing strategies. And once we got going, the client realized all of the different things they could do, so we are working with them to prioritize their new needs and functional requirements,” James says. “We are now in phase two and helping them to continue refining their abilities.”

“One of the best parts of this project has been the ability to work with multiple platforms and integrate everything into a single solution,” James concludes. “For both customer service and marketing, data is now flowing through a single platform. We’ve implemented a system that works seamlessly for the client.”

Fill in the form below to learn how we can help you improve your customers experiences and enhance your marketing.

Improving Salesforce CRM Utilization

Improving Salesforce CRM Utilization

100 Fold Studio is a nonprofit architecture firm providing affordable and innovative design services to charitable organizations around the world. They empower architects, designers, and other professionals to design safe, efficient, and inspiring structures in developing countries for all, regardless of religion, ethnicity or tradition.

David Litton, the 2017 Top Salesforce Influencer of the Year, has volunteered about 120 Salesforce CRM consulting hours to support 100 Fold Studio’s mission. David became aware of 100 Fold Studio in 2013 when they shared their mission at his church in Birmingham. Being an expert at Salesforce CRM consulting and inspired by their cause, he was delighted to hear that the CRM they use is Salesforce Sales Cloud. He began volunteering in 2014, and after joining Ad Victoriam Solutions, he was able to utilize Ad Victoriam’s generous volunteer PTO days to take his first of two trips to Montana where 100 Fold Studio is based to assist them onsite. He got to see their mission in action first hand.

David’s goal was to improve their Salesforce CRM utilization. David had an impact in three noteworthy ways. First, he reconciled rollup calculations which allows them to distribute their year-end receipts to donors ten times faster. The second biggest impact related to donation management. He streamlined the search and donation entry process by implementing a guided flow. This system modification increased the accuracy and speed of their donation allocation process. Lastly, David provided CRM training for their Salesforce Administrator, enabling her to manage their Salesforce Sales Cloud and complete her tasks independently. David’s dedication hasn’t stopped, he continues to volunteer for 100 Fold Studio today.

 

In addition to doing good for the world, our Ad Victoriam Solutions Salesforce Consultants work as a dedicated, innovative team of problem solvers, taking on your technology challenges. We are Salesforce cloud and data consultants who customize our approach to suit your processes for increased efficiency, accelerated productivity and scalability. Contact us to learn how we can help your business flourish.