Platform Growth Drives Personalization and Customer Satisfaction

Customer Success: Platform Growth Drives Personalization and Customer Satisfaction

After interviewing, researching and “scoring” a number of implementation firms, DataScan selected Ad Victoriam Solutions to assist in a series of projects, starting with a clean-up and upgrade to Salesforce® Lightning on their Sales Cloud. These upgrades were necessitated as a result of DataScan operating in disparate systems and dealing with multiple sources of truth. They wanted a single platform within which they could manage and grow sales, service, and community.

AVS’ Solution

Over the last three decades, DataScan has established itself as the industry leader in the wholesale asset finance technologies and risk management space. They provide technology and insights that help their customers to efficiently account for, protect and grow their business and manage their risk. A foundation of knowledge sharing, responsiveness, and commitment to growth underpins DataScan’s relationship with its customers and feeds a collective passion for future-focused, proactive problem-solving.

Following a thorough examination of DataScan’s issues, AdVic’s consultants recommended a solution that included implementing and integrating Salesforce Service and Community Clouds in Lightning.

Prior to its new platform implementation, DataScan was utilizing Zendesk.

Steps to a Successful Platform Implementation

The carefully-crafted steps involved in DataScan’s implementation were highlighted by these six:

– Customized the claim process to route tickets into a queue so agents could “claim” the ticket triggering a transfer of the ticket to the agent. This allowed agents to service tickets faster.

– Integrated products with case objects enabling DataScan to access needed data to support each of their customers’ sandbox (software). This enabled visibility into their customers’ sandboxes, allowing DataScan to provide higher quality, more personalized support, increasing customer satisfaction.

– Integrated data from DataScan’s org into their account object so the service team can provide support based on DataScan’s org. This step enhanced DataScan management’s ability to make data-based decisions when needed.

– Routed all communications through the Community portal to allow for case comments and conditional highlighting indicating message origin. This implementation increased readability and sped-up communication digestibility.

– Designed a managed team process and workflows whereby each customer could self-assign licenses based on role and add permissions to profiles/hierarchy. Their customers also now have the ability to add new contacts, view those contacts and manage their own communication preferences. Providing this self-serve system for customers frees employees from these tasks to focus on other company initiatives.

– Built custom Communication objects, permissions, and document cloning triggers to enhance document management functionality from an “all or nothing” function enabling the ability to easily upload and download documents.


The skilled Ad Victoriam team of Sales Cloud developers and consultants are experienced in cloud computing, CRM and Salesforce solutions, delivering proven results to small and large businesses in any industry. We offer consultation, implementation, integration, and customization all of the Salesforce clouds to help grow your business. To get started today, click here, or fill out the brief form below.

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Finding the Right Salesforce Implementation Partner

Finding the Right Salesforce Implementation Partner

Klaussner Furniture Industries began their Salesforce implementation process with another partner but was 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 for their specific business needs.

Klaussner’s Business Challenge

Since Klaussner has nationally-based representatives, their processes were disjointed and difficult for them to manage. Their representatives were tracking their opportunity pipeline using an Excel spreadsheet fed into their IBM AS/400 legacy system.

The solution Klaussner desired was one central system to manage their teams with consistency in reporting to gain insight into sales performance.

Ad Victoriam’s Salesforce Solution

After a deep dive into their business, a technical roadmap was created. To successfully meet Klaussner’s goals, the Ad Victoriam consulting team implemented Salesforce Sales Cloud in the Lightning Experience and a Mobile solution that included:

  1. Building a lead conversion process verifying all leads, approving the lead to be a customer, then creating an associated opportunity.
  2. Custom-building an opportunity pipeline to measure what business they can expect from each opportunity. Analysis of which opportunities are likely to progress and which are less likely to result in revenue was included.
  3. Enabling Salesforce Mobile for reps to utilize remotely to capture data, and connected the data with a custom object. Data captured now details particular office visit aspects to analyze which aspects are valuable and impacting sales.
  4. Integrating Klaussner’s legacy IBM AS400 system with Salesforce Sales Cloud. That allowed for connecting back-end office data with leads, opportunities, and sales data.
  5. Designing a systematic roll-out process for the reps for each individual part of the system. This included hands-on scenario-based training, combined with homework assignments.
  6. Creating reports and dashboards to provide management with insights into system adoption, customer data, pipeline management, and store visits.
  7. Enabling and modifying Salesforce Chatter to manage the Klaussner’s service needs.

Above all, you want your Salesforce implementation to be done right the first time. Ad Victoriam’s nimble team of more than 70 certified professionals across the country can accelerate your business. We’ll do that by simplifying your complex problems through cloud, integration, and data expertise. In addition, we pride ourselves on forming deep relationships with clients that go beyond the initial project.

If you would like us to design a strategic technical roadmap to streamline your operations, accelerate your sales, and provide your business with a long-term scalable solution tailored to your specific business needs, contact us here, or fill out the quick form below. We can’t wait to talk to you!

 

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From Data to Actionable Insights

From Data to Actionable Insights

ESI of Tennessee is a solution provider in the steam, power, and energy industry. They originally approached Ad Victoriam Solutions (AdVic) to help them implement a Salesforce Sales Cloud solution. Not long after that successful implementation, ESI came back to AdVic because they desired specific enhancements for their org.

The Sales Cloud Enhancements Challenge

ESI wanted enhanced KPI’s, as well as executive-level dashboards created in their Sales Cloud platform. They also needed to gain insight into gross margins, and have the ability to review estimated and actual project hours.

Resolution Road Map

Following a thorough discovery of the enhancements ESI required, AdVic’s Salesforce consultants created a technical road map and implemented customizations that delivered actionable data.

Business Management

First, a custom Quarterly Revenue object was built. It contained roll-up summary fields, formulas, and custom fields for calculating project hours and margins. Then, connecting the Quarterly Revenue object with Opportunities provided executives with a 360-degree view to determining project viability and ROI. This connection enables them to efficiently manage the business, effectively allocate teams, and increase profits.

Data Integrity

Secondly, validation rules were developed to execute at project initiation. This ensured that data entered falls within ranges maintaining KPI integrity so business decisions are based on sound data. Custom Opportunity rollup fields were created along with Submission Stage validation rules to ensure needed data was populated prior to stage advancement.

Analytics

And lastly, executive-level custom Reports and Dashboards were developed. These provided key data insights, including project hours, opportunity viability, projected, and actual revenue and more for effective budget management.

The skilled Ad Victoriam team of Sales Cloud developers and consultants are experienced in cloud computing, CRM and Salesforce solutions, delivering proven results to small and large businesses in any industry. We offer consultation, implementation, integration, and customization all of the Salesforce clouds to help grow your business. To get started today, click here, or fill out the brief form below.

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Salesforce Implementation Supports Homeless

Salesforce Implementation Supports Homeless Non-Profit

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 not using Salesforce to its full potential. Their staff and volunteers just don’t have a deep understanding and practical usage of the software. They needed help to work smarter to devote more time to better serve their ever-growing community initiatives.

And while a group of UGA students was helping IHNA with occasional Salesforce tweaks, they, too, realized they needed help. It was then that the UGA team reached out to Ad Victoriam Solutions (AdVic). As a proud member of the B Corp Community, AdVic jumped into action to offer pro bono assistance

The Challenge

Specifically, IHNA needed help implementing various Salesforce Sales Cloud enhancements they were not using. Enhancements needed to include the use of dashboards showing how they were trending with their volunteer and donor initiatives. Being a non-profit with limited resources, they were looking for a solution to get away from hand-written thank you notes to donors. For one recent 300-person fund-raising event, volunteers spent 10 hours a week for two weeks crafting hand-written notes.

The AdVic Non-Profit Resolution

Here’s how AdVic put in place an optimization strategy to solve IHNA’s current and future issues:

Data Integrity

  • Improvements to fields/objects to help normalize/standardize data.

Thank You Letters

  • Used S-doc from App Exchange to automate the creation of two types of Thank You letters to donors.
  • Trained IHNA staff/volunteers on how to modify templates. Now they can modify and keep using the two free Salesforce templates and never have to pay for the app.
  • Each thank you letter now takes seconds versus the manual letter creation process of the past. And, volunteers with this task have the bandwidth to take on new volunteer tasks.

Volunteer Dashboard

  • Designed custom dashboards to highlight volunteer leaderboards focused on congregations and households.

Donations Dashboard

  • Created custom donation reports/dashboards to support mailings. Now all relevant data can be exported and sent to a printer for mailings.
  • Created leaderboards for congregations, households, and Board Member donations history.

Financial Reports/Board Reports

  • Created a system for generating quarterly financial reports for Board meetings.
  • Moved IHNA out of age-old spreadsheet usage and into Salesforce report.
  • Normalized reporting, historical and current, so IHNA would never have to manually create those reports again resulting in more time saved.

Constant Contact Sync

  • Provided extracts from Salesforce to support syncing with Constant Contact.
  • Researched and provided instruction and guidance on installing Salesforce for Cazoomi. Now Constant Contact data to flows into Salesforce.
  • No more manual synching of contact data.

Salesforce Implementation Postscript

Davin Welter, IHNA Executive Director, called out AdVic consultants for their work on this project. “We are very grateful to our project team, which held weekly meetings with us. They were organized, tracked the project with us the whole way, and were very responsive to us. If we had a question at a morning meeting, they would get back to us with the solution that afternoon.”

The AdVic project team was specifically chosen because of their non-profit background. From the onset, they understood IHNA’s challenges and the stressors of being a small organization with limited Salesforce knowledge. Welter added, “They communicated in a way we could understand and appreciate.”

In addition to doing good for the world, Ad Victoriam Solutions Salesforce Consultants are a team of dedicated, innovative technology problem solvers. We are Salesforce cloud and data implementation consultants. We 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.

 

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AdVic Partnership: Not Just a ‘One-Off Project’

YANMAR Ad Victoriam Partnership Salesforce Implementation

The YANMAR America and Ad Victoriam Solutions (AdVic) partnership dates back to May 2017 when YANMAR, a recognized leader in the design and manufacturing of diesel engines and diesel-powered equipment, was referred to AdVic directly by Salesforce.

“When choosing AdVic, we were very guarded against repeating our previous Salesforce failures,” recalls YANMAR Business Systems Manager, Brian Williams. “We shared these past developments and adoption challenges with Salesforce, and asked that they provide us a partner with a strong skill-set, reputation, and experience in our industry.”

The YANMAR Challenge

YANMAR was utilizing Microsoft products and two non-relational legacy technologies. Their goal was to synchronize, standardize and simplify their key operating procedures while improving product management.

“Our company had a major gap in the way that we cross-functionally shared customer information,” YANMAR Business Process Improvement Manager, Delaney Langston recalls, “and this gap continued to grow over eight years as our customer base increased. We needed to find a better, more efficient way to manage customer information.

The AdVic Resolution

“Our kickoff project with AdVic was our Salesforce launch (you might say re-launch),” Williams remarks. “AdVic came in and had already self-researched background information about our company, which was a great first impression. To get ready for our Salesforce launch, AdVic came onsite and met with us to learn more about our business. Over the next several months, we engaged in detailed discovery sessions to cover our end to end business. Development and UAT (User Acceptance Testing) followed, which led up to our Salesforce user training and launch. This was a major kickoff project that reiterated who AdVic was, and had us dreaming and believing that bigger things were possible.”

To attack YANMAR’s challenge, the AdVic team initiated a full-scale plan that included:

Lightning UI Customization and Deployment

Designed custom Lightning components to simplify tasks and increase productivity. Improved management of the product life-cycle, inventory levels, and damaged goods.

Single Platform

Seamless integration of existing legacy systems with Salesforce Sales and Service Clouds to synchronize data and processes to provide a comprehensive view of business performance.

Sales Extension

Implemented Salesforce Mobile to accelerate sales fulfillment and improve customer satisfaction anywhere anytime.

Continuous Improvement

Custom designed case resolution process and a methodology for converting cases into sales opportunities. Created automated response time milestones to enable immediate management intervention for higher customer satisfaction.

Looking back, Williams says, “We had little CRM experience before working with Ad Victoriam. They had manufacturing experience so we knew they would understand our high-level needs and business model. After they performed their thorough fit/gap exercise, we moved forward with Salesforce as our solution. Their communication and project scheduling were prompt and flexible. It was a great experience.”

It's a Partnership, Not a One-Off Project

“Do your homework,” Langston advises. “Make sure you research implementation partners to understand what their skill sets are, who else they have worked with and that they are the right fit for your company’s long-term goals and objectives, not just a one-off project.”

She adds, “One of our organization’s key objectives is to develop a single source customer platform. We recently kicked off our Salesforce Partner Community Project with AdVic, which will expose information regarding online ordering and status, dealer inventory, warranty, technical support, marketing funds and rebates upon its initial launch. As part of our discovery for this project, we have also discussed and brainstormed future phases of this Community to further enhance and expand the customer’s experience.”

“The current relationship is strong,” Langston concludes. “AdVic has been a huge support with our Salesforce.com implementation not only on the day-to-day usage side but also with developing a plan to continue the growth of our Salesforce org to meet the needs of our company’s internal and external stakeholders. AdVic is our partner both now and in the future, as we continue to roll out new features in our Salesforce org.”

If you are looking for a Salesforce consultant who is not just interested in building your next project, but who wants to build your business for future success, contact Ad Victoriam. 

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Merging Multiple Salesforce Orgs: Customer Success

Cloud System Connectivity Ad Victoriam Salesforce Implementation

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. 

Salesforce CPQ Webinar and Demo

Manufacturing Efficiencies Advanced with Salesforce

Salesforce CRM for the Manufacturing Industry

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 

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