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 Facility 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. 

Customer Success Stories: AVS Breaks New Ground with Revolutionary Technology for Infant Patients

nfant case study by ad victoriam solutions

When Tommy Cunningham, Co-Founder and COO of NFANT Labs, LLC, approached Andy Meadows, Principal, Director of IoT and Mobility for Ad Victoriam Solutions (AVS), he wanted to do something that had never been done before.

The goal was to create a neonatal feeding system for infants that could capture objective data in real time about the strength and coordination of the tongue during feedings – something doctors and nurses have never been able to measure consistently over the course of a baby’s time in the NICU. This crucial data would provide clinicians with information about what actually goes on during a feeding session and allow them to track the progress of babies with feeding challenges.

“This was uncharted territory,” Cunningham says. “We wanted to take technology that was being used in other fields and create a medical device that would bring that technology to the healthcare field.”

The system, which was devised by Cunningham and speech pathologist Gilson Capilouto, PhD, would need to collect data from a device with a sensor (in this case, a baby bottle) and send it to a mobile app using low-energy Bluetooth technology. The app would then push the data to the Cloud so it could be stored and reported later for full analysis.

The challenge was getting all of the pieces to work together in succession while adhering to strict FDA and HIPAA regulations. With a prototype bottle in hand, Cunningham turned to Meadows and the AVS team to create the technology – including the mobile application and the web portal – for what is now the award-winning nfant® Feeding Solution.

“It was much akin to building a bridge. You can’t build a bridge by starting in the middle. You have to start with a good foundation,” Meadows explains. “We had to make the device itself talk to the mobile app, which runs on an Android tablet. The app had to capture data from various sensors capturing nipple movement, bottle orientation and battery level in real-time aggregating tens of thousands of data points over each feeding session. Then we had to make sure that the collected data could be sent up into the Cloud for long-term capture and analysis. The approach we adopted was to look at one piece at a time. We had to ensure that the firmware worked as expected, reporting the raw sensor data with reasonable consistency. Then we had to confirm that the app was able to receive and store that data reliably. Finally, we had to make the app communicate with Amazon Web Services in the Cloud, where the stored data could be processed.”

Within that process, there needed to security checkpoints along the way, with information being sent over encrypted channels to ensure that each device attached to the network within a hospital would be HIPAA compliant.

And all of this – from the app to the web services to the portal – had to clear the FDA.

However, because something like this had never been introduced to the FDA, the organization did not have guidance for this type of software. Cunningham worked closely with the FDA to understand the regulatory requirements and deliver those back to the AVS team, which then implemented any necessary changes.

The team went through rigorous testing as Cunningham worked to document the feeding system’s processes and manage other aspects of the project.

“Having Andy there allowed me to go and write the FDA application, raise capital and manage other aspects of the project without having to sit in front of a computer every day reading code,” Cunningham said. “You have to be able to rely on top-notch talent to manage that process, and he was able to step in and do that.”

Ultimately, the nfant® Feeding Solution received FDA clearance and now is being used in hospitals throughout the country. “The initial feedback has been fantastic,” Cunningham says.

What’s more, NFANT Labs received the People’s Choice Award for Breakthrough Technology from the TAG 2017 Georgia Technology Summit. And through the company’s ongoing collaboration with AVS, the highly flexible nfant® system continues to evolve.

“Feeding is a window into the brain,” Cunningham notes. “We are using the product to study whether our data indicates what is happening with neurological development, and we now have the tools in place to mine that data to provide advanced clinical prediction outcome models for infants.”

“The key to the success of this device was close and constant communication with NFANT Labs. We were able to develop a new product in a difficult environment and successfully bring it to market because we welcomed and provided open and honest feedback,” Meadows concludes. “And we now have a long- term relationship with NFANT so we can evolve this product and help them bring other ideas in the pipeline to fruition. It’s a revolution in the collection and utilization of patient data.”

Want to turn your next IoT project into a success story like NFANT Labs? Contact Ad Victoriam Solutions for a consultation.

Customer Success Stories: Leveraging Salesforce Solutions to Boost Collaboration for a Technology Solutions Provider

A premier low voltage technology solutions provider based in Tennessee recently approached the team at Ad Victoriam Solutions wondering how we could help the Sales and Project Management teams manage day-to-day activities more efficiently and give management better insight into their business’ growth.

Continue reading the case study to learn how we were able to deliver…

The Story

Prior to Salesforce solutions, the company managed all of their opportunity and project information with a variety of spaces: homegrown databases and Excel spreadsheets. The primary goal for this project was to increase visibility across the organization and promote cross-team collaboration.

The Challenge

  • Defining a seamless Sales and Project Management process
  • Adoption of new system and resistance to change from employees
  • Automating conversion of won sales deals to active projects
  • Structure needed to follow Lead to Account to Opportunity to Contract and allow changes to all levels

Our Solution

  • Seamless, consistent Lightning Interface updates to assist with adoption
  • Lead and Opportunity Sales Paths highlighting important data for each stage
  • Custom Object to capture site information for each account to be used on opportunities
  • Approval processes based on opportunity margin
  • AppExchange installations:
    • Milestones PM
    • CalendarAnything
  • Visual Flow to auto-create projects based on opportunity data with predefined milestones and tasks
  • Visual Flow to create Change Orders based on parent opportunity data
  • Sales and Project Management dashboards for individuals and the management team

The Results

The company is now able to manage processes within their Salesforce platform using leads, accounts, opportunities and projects. The Sales and Project Management teams are able to better manage day-to-day activities and management has deeper visibility into their business’ progress.

“From start to finish Ad Victoriam Solutions was helpful, timely with information, and accurate,” said Director of Sales, Scott K. “The entire team was of great assistance but especially Imani.”

The company’s president Tom G. said:

“I would like to echo these sentiments and would add that their team was very quick to pick up on our niche industry from both a perspective of our company terms and how to merge our processes with Salesforce best practices. 

Most importantly and unlike most organizations, Imani and [his] team communicated early and often, avoiding surprises with respect to overall project status relative to the hours purchased. We will certainly use Ad Victoriam Solutions again on any area where our needs and their offerings intersect!”

Ultimately, we accomplished the main goal: providing effective and efficient cross-team interactions.

Want to find out how we can help you leverage technology to improve efficiency and boost profit margins in your business? Introduce your organization to our certified Salesforce and big data consultants today to find out how we can help.

Customer Success Stories: Aligning a Tire Manufacturing Company with the Right Salesforce Sales Cloud Solution

Overview

A Tennessee tire manufacturing company provides tires and tire-based services (i.e. re-treads) for commercial trucking fleets across the private and public sector.

  • # of Employees: 51-200
  • Location: Murfreesboro, TN
  • Industry: Automotive
  • Go Live Date: 3/20/2017

Who says you can’t teach an old business new tricks? Continue reading to learn how we helped bring a Tennessee tire manufacturer set in their ways into the modern age with custom Salesforce Sales Cloud solutions and integration assistance.

The Story

The company used a historical system called Tire Power. Unfortunately, it lacked an efficient way to keep up with their core commercial sales team.

Upon hiring a new director of marketing who had prior experience with Salesforce Sales Cloud, they realized the force.com platform could provide the structure and visibility they needed to enhance their opportunity pipeline along with tracking and logging customer visits.

The Challenge

The notion of lead and marketing management was new to the sales team as they had very little prior CRM experience. User adoption was a challenge due to a lack of technology and a majority of the team was used to doing things a certain way.

Our Solution

We solved user adoption challenges by creating a very simple customization and user interface utilizing Salesforce Lightning. We configured page layouts for a streamlined efficient approach and created global actions for everyday actions to make their job easier.

In addition to efficiency, we also implemented a basic integration with their internal POS system that pulls over sales figures each month which, in turn, rolls up to their Salesforce operational reporting.

The Results

Sales reps are now able to log visits and opportunities directly from their phone using the Salesforce1 application. Operational reports were created so that management can see where their reps are spending their time and any bottlenecks in the sales process.

Have questions about Salesforce integration for your business? Contact our certified Salesforce consultants today to learn how we can help you leverage the cloud for your company.

Customer Success Stories: Lightning Service Cloud Console Solutions for International Sporting Goods Company

Overview

The company is a lifestyle brand based out of Japan that sells shoes, apparel, and equipment for sports such as running, golf, baseball, volleyball, golf, etc.

  • # of Employees: 201-500
  • Location: Norcross, GA
  • Industry: Sporting Goods
  • Go Live Date: 1/30/2017

Ad Victoriam Solutions recently teamed up with a lifestyle sporting goods brand to help create more efficient business processes and provide them the tools they needed at exactly the right time.

Continue reading the case study to learn which tools we employed to accomplish this goal.

The Story

An international retailer that sells sporting goods came to Ad Victoriam Solutions with a problem. After a purchase, they offer their customers a way to communicate any issues or returns to their Customer Service department.

They were using the Oracle application for ticket tracking. However, due to the application’s unmanageability, they were looking for a much-needed change.

The Challenge

Oracle was very clunky and didn’t give them the reporting features they desired. Oracle’s user interface was ugly and they needed a better and more efficient way to track customer issues.

We installed a brand new Salesforce Org and the Lightning Service Cloud console for their customer care team. Because they had Salesforce Professional edition, they could not use standard object person accounts.

Our Solutions

AVS implemented Salesforce Service Cloud solutions to track returns or product issues submitted via their website form that integrates to customer cases.

Due to the standard functionality of an account being required, we engineered automation that would create a contact and account record at the same time; therefore saving the end user time by not having to create the account and only needing to create the contact record. This ensured they could continue their current B2C process utilizing the standard Salesforce application.

In addition, we also migrated their existing data from Oracle, integrated their existing live chat application with the Service Cloud console. We configured web to case to receive data from their existing website form and built operational reports for tracking. We also designed service cloud console Macros for their repetitive tasks to increase efficiency.

Solutions provided:

  • Lightning Service Console
  • Service Cloud Macros
  • Live Chat Integration
  • Operational Reports & Dashboards
  • Process Builder Automation
  • Data Migration

The Value/Results

The employee experience is greatly enhanced by AVS’ services, enabling the client to create more efficient processes such as faster queue routing and providing them the tools they need at exactly the right time.

They are now able to close cases quicker and provide more personalized customer care support. Along with this, management is able to track the KPI metrics of their support team and evaluate their success at reaching targets.

Yet again, our happy client discovered that AVS can tackle any technology challenge. Contact us to learn how our enterprise technology consultants can help your business leverage the full power of your business cloud solutions.

Customer Success Stories: Salesforce CPQ, Data Migration & Pardot Implementation for Industry-Leading Human Resources Firm

Ad Victoriam Solutions partnered with a human resources firm that unifies employee engagement through EAP and well-being programs as well as perks and recognition for employees. They work with 49,000 businesses and provide a network of 20,000+ clinical experts and 16,000 retail merchant partnerships.

Read the case study to find out the results.

The Story

This company required a trusted advisor to guide them through a complex data migration, process standardization, CPQ (Click, Price, Quote) and Pardot implementations. Teams were using separate CRMs and spreadsheets to manage data and processes. They needed someone who could simplify the complex.

The Challenges

  • DATA MIGRATION
    • Mapping between three
    • different systems
    • Managing data quality
  • SALES CLOUD (process standardization)
    • Managing a sharing model to meet EU privacy laws
    • Managing data needed to track and
    • commission brokers
  • CPQ
    • Tracking sales of configurable products
    • Managing dual approval tracks for
    • one product
  • PARDOT
    • Meeting requirements of a global team
    • including managing anti-spam laws

The Value/Results

Within two months of implementation, the company was up and running with their legacy data fully migrated into Salesforce, including data from various spreadsheets. They have visibility into their products and customers like they never did before, and we were able to accommodate changes in processes and product offerings along the way with little impact to their budget and timeline.

At Ad Victoriam Solution, we’re problem solvers. Let us tailor a solution just for you. Contact our knowledgeable consultants today to find out how we can help add value to your organization.