Multi-Cloud Integration Improves Customer Experience

Multi-Cloud Integration Improves Customer Experience

A leading behavioral health company that focuses on chronic to acute health conditions recently contacted the Ad Victoriam Solutions Multi-Cloud Team because they were in desperate need to enhance their internal team efficiencies, while also finding a way to improve their customer experiences. They did their homework and found out about our deep multi-cloud experience, and our years of expertise with EAP’s (Employee Assistance Programs).

The Client’s Quandary

This health sector company’s difficulties centered around their inability to work efficiently and effectively with their legacy case management system. They knew it was holding back their productivity, as it was clunky, slow, and required a lot of work arounds, plus it also had search and security limitations. They reached out to Ad Victoriam, not just based on our multi-cloud experience, but for our expertise with EAP’s.

The AdVic Multi-Cloud Fix

Implementation of Salesforce’s Health Cloud™, Sales Cloud™, and Service Cloud™, plus Shield Platform Encryption & Event Monitoring, along with the integration of phone and chat apps, made a significant impact on their business. AdVic’s resolution specifically included:

  • Migrated more than 200K case records/fields from multiple tables into Salesforce® after an extensive data cleansing process which significantly increased data integrity and usability.
  • Configured Sales and Service Cloud enabling clients to decrease reliance on manual process for safety screenings and customer questionnaires.
  • Built custom provider ranking and search functionality, which displayed best-fit providers based on geographic location (point to point rather than Zip Code-based), feedback, gender, and session allotment/utilization, etc.
  • HIPAA-compliant safeguards established, including password-protected authorization sheet transfer (Salesforce to Provider), and security event monitoring to quickly detect breaches.
  • Linked people records to families through Health Cloud’s Household functionality to establish patient/family record access levels based on patient permissions.
  • Tailored dashboards by client to furnish service utilization data to each customer.

Ad Victoriam’s multi-cloud Salesforce implementation and integration consultants empower organizations with custom planning that gets you the most out of your full suite of business applications. Think a multi-cloud strategy will work for your business? Let’s find out!

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Making Smarter Decisions with 360-Degree Data

Making Smarter Decisions with 360-Degree Data

A nationally-recognized healthcare service organization recently presented Ad Victoriam with a three-prong challenge. In the end, we quickly and successfully resolved all of them. Doing so allowed them to make smarter decisions with 360-degree data to help drive sales and recapture market share.

The Three-Prong Challenge

The first AdVic challenge centered around this healthcare organization’s sales team’s lack of access to 360-degree, up-to-date data as they visited clinics nationwide.  This was causing them to lose market share.

The company also needed an effective sales tool to attract and engage new hires to combat its high employee attrition rate.

And lastly, management needed to automate processes and increase visibility into key referral KPI’s. Their goal was to decrease manual intervention and make smarter decisions.

Steps to 360-Degree Data

AdVic’s resolution was the implementation and integration of Salesforce Health Cloud™ and Maps™ with the Client’s back-office system. It was complemented by these carefully-crafted additional steps:

  • Integration of clinical data with the Client’s patient and physician referral data – based on HIPPA guidelines. This provided needed visibility for sales reps to combat lost market share.
  • Connected physician data through Person Accounts to Clinic Accounts and corresponding patient data. The exposure of referral KPI’s, based on patient-physician relationships linked to the Clinic Accounts, provided management with desired data insights in dashboards to drive performance and business decisions.
  • Created data layers for clinics within Salesforce Maps to give the sales team productive meeting schedules and easy access to top data points that accelerated productivity.

As we did with this client, Ad Victoriam’s experienced multi-cloud Consulting Team is ready to apply their knowledge and passion to help you drive your sales initiatives and recapture your market share. Let’s connect today so you can gain access to your 360-degree data!

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Data Migration & Salesforce Platform Enhanced in Two Months

Data Migration & Salesforce Platform Enhanced in Two Months

A New England software company contacted the Ad Victoriam consulting team to help them with a Salesforce® Sales Cloud™ implementation, a major data migration project, and the reconfiguration and alignment of several AppExchange packages.

AdVic Loves a Challenge

AdVic originally engaged because this high tech company’s original Sales Cloud implementation completed by their internal IT team resulted in a large amount of technical debt and limited use of valuable features. The company needed to clean their technical debt, migrate their data into Salesforce, enhance its usability, and increase productivity while positioning it, and their company for growth – all by their very tight two-month deadline.

The AdVic Sales Cloud Remedy

  • Refactored and modernized complex web of payment practices to expedite payment dispensing.
  • Connected and restructured previously disjointed Opportunity methodology in combination with – Events Objects Activity features in Salesforce enabled sales to utilize and leverage the Opportunity Pipeline for fostering deals to close faster and more efficiently.
  • Streamlining activity utilization enriched Opportunities, improve user adoption, and increase productivity.
  • Reconfigured and aligned their AppExchange packages, including ZoomInfo, LinkedIn Sales Navigator, Yoxel, Outreach, Marketo, Vizable, and Valence, with Sales Cloud.

The AdVic Data Migration Remedy

  • Migrated about 2.5 million records and data points including Opportunities, Accounts, Leads, Campaign Members, and Leads into the sandbox and then into production, followed by post-testing to ensure data integrity.
  • Integrated the data warehouse with Salesforce to provide a single source for truth. This ensured that new Custom Reports and Dashboards exposed all data needed for managing the team and company with precision.

Embarking on a Salesforce data migration process can be daunting, we understand. Ad Victoriam Solutions is ready to listen to your concerns and make recommendations for how to best approach your challenges. We have decades of experience with many migration tools and understand the complexities of migrations. We’re here to help you get the solution you need to succeed. Let’s talk about your data migration project starting today!

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YANMAR Returns for a MuleSoft Integration

YANMAR Returns for a MuleSoft Integration

The YANMAR America and Ad Victoriam partnership dates back to May 2017. YANMAR is a recognized leader in the design and manufacturing of diesel engines and diesel-powered equipment. They were referred to AdVic for their solution directly by Salesforce®.

At the time, YANMAR Business Systems Manager, Brian Williams explained, “We were very guarded against repeating our previous Salesforce failures. 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 - which is why we were referred to AdVic.”

Initial Project Recap

Learn why AdVic's initial project with YANMAR was not just a one-off project.

Most Recent Project

For YANMAR’s most recent project with the AdVic team, the focus was a MuleSoft® API integration that helped pass Salesforce information to their internal systems. It was centered around creating a Salesforce Community, whereby YANMAR’s distributors and dealers would have the ability to log in to the Community and perform some of their most important processes that were previously done manually. Those new processing abilities include:

  1. The ability to create various types of orders online catering to all of YANMAR’s divisions. This introduced convenience to the customer, visibility on status, and improved processing speed.
  2. The ability to submit a RePower quote request. Both the process itself and research needed along the way was extremely tedious and time-consuming. AdVic used systems to automate both the process and most areas of "research." Once a dealer submits a request through the new community, they have already completed many of the steps that were once manually handled internally.
  3. The ability for their dealers to more easily process/submit/track rebate requests and issued payments on products. This was previously a labor-intensive, manual process. The rebate solution was one of the most important elements of this project for YANMAR Being able to effectively manage and process earned rebates is vital to servicing their dealers and keeping them satisfied.
  4. Implementing a marketing budgeting solution for Marketing Co-Op, where YANMAR dealers can submit pre-approvals and claims on their allocated marketing budgets for better management, as well as payment reporting.
  5. Enhanced YANMAR’s Case submission process by giving their dealers the ability to log in to the Community and submit different types of cases based on their needs with case deflection via the company’s shared Knowledge database. Dealers then receive quick resolutions and answers to keep their business moving forward.

The Benefits

Previously, YANMAR’s distributors would have to handle their processes through emails, faxes, spreadsheets, and phone calls. But now, YANMAR's new Salesforce Partner Community, YANMAR/One, provides its distributors and dealers with self-service capabilities. This has reduced paperwork and streamlined communications expediting case resolution.

There are even areas within the Community where dealers can actively comment on Cases and receive notifications from their YANMAR rep. This allowed the internal rep and dealer to have a conversation directly in the Community. That is helpful when there is a need for specific questions, as opposed to utilizing a phone or an email. It also makes it easier to find historic tracking of conversations.

"This project has been 18 months in the making," YANMAR's Business Process Improvement Manager and project lead Delaney Langston comments. "It would not have been possible without the help of my colleagues at YANMAR America and our consultant, Ad Victoriam Solutions."

Are you looking for a Salesforce consultant? One who is not just interested in building your next project but wants to build your business for future success? The Ad Victoriam team is ready to start your project today. Reach us here.

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Manufacturer Gains Greater Business Control with B2B Commerce

Manufacturer Gains Greater Business Control with B2B Commerce

Manufacturers are experiencing a customer-centric revolution. As a result, demand for customer-focused operations, sales, and marketing data has never been higher. Process automation and connected data with actionable insights are essential for driving performance and staying competitive.

That’s an all too common scenario for the manufacturing industry as a whole today. The question – however – is, how can they accomplish all of that?

The answer is actually quite simple: with Salesforce® B2B Commerce. And what follows is an example of an eCommerce challenge Ad Victoriam was recently presented with, and the quick and successful resolution we implemented for a southern-based manufacturer.

AdVic’s Challenge

This manufacturer is a leading distributor of beauty and skin products. It had an antiquated order entry system for its salons and spas that needed a replacement. The company already enjoyed the benefits of Sales, Service, and Einstein Clouds by Salesforce. That successful experience led them to explore another Salesforce product, B2B Commerce. Their goal was to implement a new system for order entry. They also wanted to increase connectivity and data transfer between systems, and expose order entry to their customer base. With a long history of Salesforce projects, they once again turned to Ad Victoriam for a solution.

AdVic’s Resolution

As is our way, the AdVic B2B team quickly – and methodically – assessed the company’s needs and goals and integrated a B2B Commerce plan that allowed them to work more efficiently, using these key steps:

  • Custom-built functionality that expedites order returns and account credits enabling customers to utilize those dollars when placing additional orders.
  • Automated the sales process to systematically guide users through the sales cycle delivering higher quality, consistent data.
  • Creation of a branded storefront with robust product listings engages customers and accelerates sales by enabling end-users to purchase products 24/7 with ease.

AdVic’s B2B Commerce solution provided this manufacturer with a more efficient guided sales process, while at the same time increased employee satisfaction and sales. It has also given its team greater control over price modifications while also exposing new product offerings and promotions to its customers that have led to increased product sales.

The Ad Victoriam B2B Commerce team can put a plan in place today for your business just as we did for this company. So, whether you are migrating from a legacy eCommerce solution or just thinking about a B2B solution, our team has the skillset and expertise needed to get your branded storefront up and running quickly so you can drive new revenue. Contact us, we’re ready to talk.

Watch AdVic’s Webinar “B2B Commerce: The Online Sales Advantage”

B2B Commerce: The Online Sales Advantage - Watch Our Webinar

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Listen to Ad Victoriam’s “Salesforce Simplified” Podcast: “Introduction to Salesforce’s B2B Commerce.”

 

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B2B Commerce Solution Nets Significant ROI

B2B Commerce Solution Nets Significant ROI

Ad Victoriam recently completed a B2B integration project for a high tech company that specializes in video conferencing and multimedia solutions. They provide the consulting services and presentation products necessary to enhance a company’s ability to effectively communicate its message through a multimedia project or an integrated video conference solution. Here are the details of the project…

AdVic Salesforce Consultants Love a Challenge

This AdVic client was already using Salesforce® Sales and Community Cloud. However, they needed to integrate an eCommerce platform into their system. Doing this allowed them to meet the online ordering requirement set by a large customer. As they sought a solution, they also kept the productivity of their team in mind. AdVic’s client wanted a solution that required minimal manual intervention from their sales team so they could focus on new sales, and not order entry/fulfillment. They chose B2B Commerce to meet their needs, and the expert Ad Victoriam team to implement their solution.

AdVic’s Resolution Led to Immediate ROI

With our client’s solution now set, giving them the greater flexibility and scalability they desired, how, exactly, are they now working more efficiently and capitalizing on their ROI?

  • Channel creation now drives the client’s revenue from a new source with minimal sales team intervention.
  • The client has transitioned to a more modern automated process, enabling them to compete with large competitors.
  • The need for sales reps to manually calculate and apply pricing to orders has been eliminated. This has increased the client’s velocity of order fulfillment.
  • The client’s onboarding process for their customers has been sped up through standardization, automation, and application of best practices.
  • The integration of FedEx has eliminated the client’s manual quoting and shipping processes. It has also expedited product shipments and enhanced purchasing data management.
  • All-inclusive, this solution immediately led to new business for AdVic’s client.

As we did with this client, Ad Victoriam’s dedicated B2B Commerce team is ready to apply their knowledge and passion to help you create and drive revenue from a new channel. Whether you are migrating from a legacy eCommerce solution or just starting to dip your toe into the B2B eCommerce world, our team has the skills and expertise needed to get your branded storefront up and running quickly so you can drive new revenue. Let’s drive revenue together starting today!

Watch AdVic’s Webinar “B2B Commerce: The Online Sales Advantage”

B2B Commerce: The Online Sales Advantage - Watch Our Webinar

 

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Listen to Ad Victoriam’s “Salesforce Simplified” Podcast: “Introduction to Salesforce’s B2B Commerce.”

 

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Connecting Systems to Unlock Opportunities

Connecting Systems to Unlock Opportunities

When a company experiences rapid growth, often technology platforms are pushed beyond their original capability in an effort to keep pace. This can lead to a tangled web of disconnected systems and, in turn, disconnected processes and data. Twiddy & Company faced this exact situation and engaged Ad Victoriam to help them re-engineer their technology landscape and connect their systems. This successful collaboration has achieved Twiddy’s end goal – unlocking opportunity by creating an integrated view of their customers and gaining the important touchpoints they sought with their guests and homeowners.

The Twiddy Challenge

Twiddy & Company is a family-owned and operated vacation rental management company. They are located in the beautiful Outer Banks of North Carolina. They have been providing quality service and Southern hospitality for over 40 years. Specifically, Twiddy offers over 1,100 vacation rentals throughout the Outer Banks of North Carolina.

Twiddy’s technology challenge centered on having several separate legacy systems that each managed a specific aspect of the business. This forced the company to manually stitch together an aggregated view of their data. That consumed valuable analytical resources and causing loss of productivity. As a result, they were performing many manual processes to make their technology systems work together. This lengthened response times, created missed opportunities and made it harder to communicate efficiently with guests and owners.

The AdVic Solution

After a thorough analysis of Twiddy’s systems, challenges and detailed discussions of their end-state vision for a modern platform, the AdVic consulting team led the implementation of a complete Salesforce solution that included:

  • Salesforce’s Service Cloud and Marketing Cloud in Lightning Experience
  • Integrating Twiddy’s backend reservation system with Service Cloud to create an integrated view of all customer information in one central location
  • Replacing their email request/sales inquiry system with Service Cloud functionality
  • Configuration of objects to capture the required data for analysis
  • Custom-built reports and dashboards for quick access to actionable data
  • Providing end-user and admin training on system maintenance

“AdVic has been a wonderful thought partner. Their entire team has been extremely helpful. They listen to our problems, present solutions, and help us integrate our disparate systems into one comprehensive Salesforce ecosystem. We’re finally implementing what we’ve been dreaming of – one truly integrated technology platform to help us deliver best-in-class Southern hospitality.” Blake Stockslager, CIO, Twiddy & Company

Connected Systems Yield Results

So, with their newly implemented Salesforce system now operational, Twiddy is starting to see results. Marketing Cloud-enabled data segmentation has given them targeted messaging and campaign execution. That eliminated the need for sales to manually aggregate and clean the data. Twiddy has also been able to automate marketing campaigns through the use of Marketing Cloud Journeys, which frees up their marketing team to focus on new, high-value initiatives.

Other highlights of Twiddy’s new, integrated technology platform include:

  • Sales teams can now view and act on marketing campaign information within Sales Cloud making marketing history readily available
  • Data is now captured in new custom objects increasing data visibility and personalized marketing outreach
  • With newly installed Sales Manager Dashboards, sales reps can now view KPI’s so they can better manage and drive top event-related Opportunities.

Is your company not thriving the way you know it should? Are you trying to survive in a disconnected data systems world? Ad Victoriam’s certified Salesforce consultants are ready to remedy that for you. Let’s talk today!

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Sales Cloud Transforms Sales Operations

Sales Cloud Transforms Sales Operations

Roam needed to improve control and management over multi-location meeting room bookings and reporting for their sales operations. Their current management software, Gather, and CRM, InfusionSoft, no longer offered enough flexibility or scalability. Roam needed to transform those legacy systems into a higher level of data visibility to keep pace with their growth.

Atlanta-based Roam, which offers work and meeting solutions in environments designed to facilitate productivity and inspiration, turned to Ad Victoriam Solutions’ certified Salesforce® consultants to do a deep dive and devise a custom solution to drastically improve their key operating procedures.

Ad Vic’s Sales Cloud Solution

Totally on-board with AdVic’s recommendation to implement a Salesforce Sales Cloud solution, integrating their legacy management software and CRM, Roam’s solution included numerous custom upgrades that now allowed them to:

  • Tailor Opportunities enabling team members to evaluate utilization and capacity.
  • Utilize Opportunity and Opportunity Item Levels to calculate charges and to trigger invoicing.
  • Program Utilization Tracker to monitor bookings and to avoid double bookings.
  • Collect contact data allowing for targeted marketing campaigns based on user preferences.
  • Execute marketing campaigns for tracking outreach effectiveness.
  • Create reports and dashboards to highlight bookings, revenue per room, utilization, and more.
  • Enable Chatter to help increase effective and efficient internal communications.

What It All Means

With Roam’s solution set, giving them the greater flexibility and scalability they desired, how, exactly, will they be working more efficiently?

  • They now have an extensive reporting structure providing visibility into booking details, including the number of hours each room is booked, popular days, the percentage rate of bookings per room, and overall room utilization.
  • The sales process is now automated decreasing manual intervention and increasing productivity.
  • Company-wide scheduling access drives booking speed, and customer satisfaction.
  • Enhanced contact data points allow for target marketing, impacting sales.
  • Now with 360-degree reports and dashboard positions, Roam is set for future growth.

If you would like to learn how AdVic has helped other companies with custom Salesforce solutions click here.

Ad Victoriam Solutions is a Salesforce partner, not just another vendor. We learn your business inside-out to provide a successful, long-term solution. Can we design your Salesforce solution? Just complete the form below to find out more, or click here. We’ll get right back to you!

 

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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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