Be More Productive on the Salesforce Platform

Be More Productive on the Salesforce Platform

Day in, day out… we do the same things hoping that it will get easier next time. What’s the reasoning behind it? Well, “we’ve always done it this way!”

Common Productivity Destroyers

Operations teams that handle tasks manually (spreadsheets, paper, etc.). Have you seen that row of filing cabinets? These departments especially would benefit from innovation and automation. Visualize a system that captures data and creates visual dashboards displaying pertinent, real-time data with one click.

Sales teams who look up prices, add discounts to proposals and then wait for a manager sign off. Hopefully, the prospect waits until the quote gains approval before signing on with a competitor. Visualize an automated quote generator that populates the right prices, discounts and alerts management that a quote is ready for their one-click approval.

Marketing teams want to tailor their messages. Unfortunately, most teams don’t have access to comprehensive data in one system. This makes personalized messaging difficult and less effective. Visualize empowering your marketing team with a 360-degree view of the data so they can target the right leads with the right messages.

Manual day-to-day tasks, siloed data, and antiquated processes slow down projects/revenue, are riddled with redundancies, and create frustration. Us innovators and improvement seekers don’t like to settle and are driven to evolve and advance.

So, how do you achieve this vision? You do this with the Salesforce CRM Platform.

The Salesforce CRM Platform

The Salesforce CRM Platform is the number one application development platform that lets you build tailored functionality. Now, every department in your company is more productive. To do that, Salesforce has a suite of tools from Sales Cloud to Service Cloud to Einstein Analytics that:

Empower Everyone with No Code
Anyone can solve business problems fast using drag-and-drop tools, without writing a line of code. Develop Apps with Pro-Code
Focus programmatic developers on the highest value initiatives like building Lightning Components, which are reusable blocks of code that admins can drag-and-drop into applications. Accelerate with Enterprise Services
Ensure governed and compliant app development that seamlessly connects disparate systems.

And remember, when you bring data into Salesforce as an app, you also get powerful built-in services that make your data and your departmental processes more secure thanks to identity, security, and access controls. You also get collaborative tools such as Chat baked right in, as well as reports, search, dashboards, and so much more. And don’t forget that everything you build on Salesforce is mobile ready.

Intelligent Insights with Einstein

Another highlight of the Salesforce Platform is Einstein Analytics (formerly known as Salesforce Wave Analytics). Einstein provides access to intelligent insights into your departmental data. Here’s what you can do:

  • Take action on insights infused into any business process in Salesforce
  • Easily build, customize, and extend analytics to meet the needs of your business
  • Make smarter decisions with AI-powered discovery, predictions, and recommendations

Therefore, it’s just a fact that people move faster, work smarter, and live happier when small innovations are introduced into their day-to-day lives… Innovations like connecting the Salesforce Platform to your business’ back-end ERP for a 360-degree view of your data.

Ad Victoriam Solutions – a Salesforce Platinum Partner – can help your company solve small or complex problems and revolutionize the way you do business. We go beyond the obvious to uncover each businesses’ true mission and develop in-depth strategic plans. Think of us as a long-term partner, because that’s how we view all of our relationships out-of-the-gate.

So, why not get in touch with us today? Let us show you how our suite of Salesforce Consulting Services can help every department in your company be more productive.

 

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Salesforce Marketing Cloud Highlights – June 2019

Marketing Cloud June 2019 Release Highlights

Salesforce’s Marketing Cloud can benefit businesses of all shapes and sizes if correctly implemented into your organization. This innovative marketing automation platform can help your business expand its customer base by providing a toolbox of creative features to assist in, including:

  • Attracting Prospective Customer
  • Nurturing
  • Building Custom Email Campaigns
  • Social Media Marketing
  • Predictive Analytics

Notable June 2019 Salesforce Marketing Cloud Releases

As amazing as Marketing Cloud already is, Salesforce has scheduled the release of a dozen new highlights for June 2019. Among the most exciting highlights are:

The Full Monte

As previously mentioned, Salesforce has a total of a dozen exciting new Marketing Cloud Release Notes for June 2019. Get the complete list below.

  • Marketing Cloud Trailhead
    Check out the Marketing Cloud Trailhead for a hands-on learning experience. Trailhead is the go-to spot for all the things you want to learn about Salesforce. There is something for everyone – whether you’re a Salesforce admin or a developer, you can discover great features, new and old.

Here at Ad Victoriam Solutions, our reputation as a top-rated Platinum Certified Salesforce Consulting Partner has spread well-beyond our headquarters in Atlanta, GA. The secret to our success? For starters, our extensive experience with the Marketing Cloud. If you are interested in learning more about any of these new Release Notes for June 2019 and how they can benefit your company, contact us now.

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Planning Your Salesforce Implementation

Salesforce Implementation Ad Victoriam

As you begin planning your new Salesforce implementation, you may have concerns about making the project a success. If you are on the fence about adding a consulting partner to guide you, start by considering the following questions:

  1. Does your company have an internal resource who will be your project champion? Will that person have the time and expertise to lead your Salesforce implementation?  
  2. Can your project champion (alongside your implementation team) develop the appropriate Salesforce features to solve your business needs?
  3. Do you have data cleansing or migration needs that your team has the skill set to address?
  4. If needed, is your team able to integrate your technologies (ERP or legacy system) with your Salesforce platform to create a 360-degree view of your data?  
  5. Does your implementation team have the knowledge and authority to make decisive and timely business decisions?

Do You Need a Salesforce Implementation Consultant?

If you decide that you don’t need a Salesforce implementation consultant, check out these top tips from our team.

If, on the other hand, you come to the conclusion you absolutely do require an outside consultant, we can help.

Ad Victoriam is a Salesforce Platinum Partner, which certifies that our team has the experience, skills, and ability to deliver innovative solutions. We have the resources that can begin your project within weeks, not months. We become fully engaged in your business and the project, provide weekly status calls and assist you with user adoption.

Remember, rolling out an effective Salesforce platform takes time and careful planning. Working with an experienced Salesforce partner – such as Ad Victoriam Solutions – will help your company harness all of the power that Salesforce offers.


To learn how Ad Victoriam consultants can assure that your new Salesforce implementation will be a smooth success, connect with us here or share your information below. 

 

 

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Tips for Salesforce Implementation Success

Tips for Salesforce Implementation Success

Thinking about implementing Salesforce or getting ready to kick off your project? Here are some of the top tips to keep in mind from our Ad Victoriam consultants. They have decades of experience implementing successful solutions to manufacturers, healthcare providers, retail chains, and more.

Subject Matter Experts

Start your project on the right foot. Gather your subject matter experts into one room for your Salesforce implementation discovery. They know the step by step process and specific actions needed to do their job better than your C-level and managers.

Full Transparency

Next, be sure to share all of your needs, issues, and concerns with your Salesforce implementation team. It’s important to do this during the discovery phase and throughout the project. This ensures the platform addresses all of your needs. Sharing early and not waiting till the end will help get you what you need by projects end. No concern is too small or too big!

User Acceptance Testing (UTA)

Make sure that the people who use the system on a daily basis are the ones testing it. Use the team members who will “live” in the system. Do not use the manager to test.

Plan for Go Live

Now, it’s time to go live, but it’s first important to understand each person’s part when preparing to go live with Salesforce. Establish a solid roll-out plan that includes status updates, testing, go-live dates and also a user adoption strategy so your org embraces the new system.

If after reviewing these tips you decide that you need guidance to make your Salesforce implementation a success, our Salesforce implementation consultants can help.

Ad Victoriam is recognized as a Salesforce Platinum partner. Our certified team has the experience, skills, and ability to deliver innovative solutions that meet your organization’s precise needs. Rolling out an effective Salesforce org takes time and careful planning. Working with an experienced partner – such as Ad Victoriam Solutions – can help your company harness all of the power that Salesforce offers.

To learn how Ad Victoriam consultants can assure that your new Salesforce implementation will be a smooth success, connect with us quickly at www.AdVictoriamSolutions.com.

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Ad Victoriam Joins the MuleSoft Partner Program

MuleSoft Partner Ad Victoriam Solutions

Ad Victoriam Solutions to Provide Anypoint Platform Consulting to Support
Connecting Applications and Data in the Cloud and On-Premises

 

ATLANTA, GEORGIA – (April 4, 2019) – Ad Victoriam Solutions (AdVic) today announced its partnership with MuleSoft to provide consulting services for MuleSoft’s Anypoint Platform™. Anypoint Platform unlocks the power of API-led connectivity, enabling organizations to connect apps, data and devices more rapidly and efficiently.

MuleSoft provides the leading platform for building application networks. Ad Victoriam Solutions’ implementation expertise and industry knowledge, coupled with MuleSoft’s technology, gives clients the support and tools they need to harness the rapidly growing number of apps and data sources. With Anypoint Platform, organizations can unlock new revenue channels, improve customer experiences and drive innovation.

Ad Victoriam consultants have decades of experience with B2B and B2C businesses undergoing change – expansion, acquisition, merger, and growth – who lacked the information system infrastructure to scale and transform. Ad Victoriam leverages its deep knowledge of MuleSoft’s Anypoint Platform™ to help businesses achieve API-led connectivity, beginning with design and architecture through implementation to create a central application network that manages the entire API lifecycle.

“We are proud of our incredibly capable team who enabled us to now be recognized as a certified MuleSoft partner,” said Eric Phillips, Chief Information Officer, Ad Victoriam Solutions. “In earning this designation, we join the ranks of MuleSoft’s partner ecosystem in North America, and one of only 12 who are also a certified Salesforce partner. I am proud of our growth and look forward to supporting more businesses as they look to scale and transform.”

“With the explosion of disparate technologies today, connecting them all quickly and efficiently is the key to gaining a competitive edge. Through its partnership with MuleSoft, Ad Victoriam is enabling its customers to create a dynamic application network to achieve their goals and accelerate their pace of business,” said Brent Hayward, senior vice president of global channels and alliances, MuleSoft. “We’re pleased to welcome Ad Victoriam into MuleSoft’s partner ecosystem and look forward to working together to deliver significant business impact to our mutual customers.”

As a MuleSoft Partner, Ad Victoriam helps clients address on-premises, cloud and hybrid integration use cases with scale and ease of use.

About Anypoint Platform

MuleSoft’s Anypoint Platform™ is a leading application network platform. It allows organizations to create composite applications that connect apps, data, and devices through API-led connectivity to form a flexible application network. Anypoint Platform is a unified, single solution for iPaaS and full lifecycle API management, both on-premises and in the cloud.

About Ad Victoriam Solutions

Ad Victoriam is a certified MuleSoft and Salesforce Partner who provides mission-critical consulting services, from strategy through implementation. Our nimble team of professionals accelerate businesses by solving complex problems through cloud, data, and integration expertise. As a certified B Corp, we put purpose over profits, and have made a strong commitment to community.

 

MuleSoft is a registered trademark of MuleSoft, Inc., a Salesforce company. All other marks are those of respective owners.

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Innovative Technology that Drives Manufacturing Sales

Salesforce CRM for the Manufacturing Industry

Innovative Solutions for Manufacturing

Technology now exists so companies no longer have to be held back by the old ways of doing things. Manufacturers can replace legacy tools and siloed spreadsheets so sales teams can better serve customer needs and compete in the current landscape. An independent survey by Confirmit found organizations that adopted a CRM solution saw a 39% improvement in forecast accuracy, a 32% boost in sales productivity, and an overall 23% increase in sales. 

Cloud CRM

A cloud customer relationship management (CRM) solution allows sales reps to create deeper, more meaningful relationships with each and every customer. Real-time information and interactions can be carefully tracked, so quick decisions can be made and reps are better equipped to close deals.

Integration with ERP

An Enterprise Resource Planning (ERP) locked in a legacy back office system does little good when it comes to driving efficiency. The right integration tool unlocks and connects back office ERP to front office systems, so manufacturers can better manage distribution and supply chains and meet product demand. This access is also key to building a rich customer profile.

Data & Analytics

In manufacturing, sales teams not only need customer data to be accurate, but they also need to be able to successfully interpret it so they can make better decisions. Adopting an analytics tool can help reps uncover new opportunities and better sell to customers.

Related: Watch the on-demand webinar for manufacturers: Harnessing Data & Automation to Drive Sales Performance. 

Sales Benefits for Manufacturers

Once the old, outdated process and systems are out and the new ones are in place, manufacturers can expect numerous benefits. In fact, companies that adopt cloud technology to coordinate and collaborate with their sales teams, and across their organizations, enjoy a big advantage as a result.

Improved Relationships

Salespeople have better relationships with customers due to a 360-degree view of their history and needs, leading to more opportunities. Salespeople have access to clean data and are able to ensure supply is in place to meet demand for additional orders. It’s also a great way to stay ahead of customer expectations.

Better Efficiency

Reps waste less time on non-productive, manual tasks, are more efficient, and can spend more of their efforts improving the bottom line. Employee frustration from working in complex systems is minimized. This helps manufacturers retain staff longer, with less turnover, particularly key during this time when talent is especially needed.

Increased Sales

When it comes to Salesforce CRM specifically, a 2014 independent third-party survey by Confirmit found organizations that adopted the solution saw a 39 percent improvement in forecast accuracy, a 32 percent boost in sales productivity, and an overall 23 percent increase in sales.

Related: Watch a complimentary on-demand manufacturing focused webinar today. 

 

SalesforceDataManufacturingWebinar_Image_Feb19

Salesforce Increases Productivity by 20%

Salesforce Implementation Increases Productivity

One way to make travel wishes a reality is through the purchasing of timeshares, which allow people to own a share of a unit within a vacation resort. A leading travel company in the timeshare space, has delivered memorable experiences for more than 30 years. They have a strong platform for resort network growth and product flexibility for vacation owners. Behind the scenes, though, the company was struggling with backroom efficiencies and they reached out to Ad Victoriam Solutions (AVS) to right their ship.

The Business Challenge

The Client relies heavily on their representatives effectively working inbound and outbound calls to create opportunities, schedule tours/reservations, and manage their timeshare owner needs at their four call centers. After a thorough analysis of their needs, AVS concluded that the functionality offered in Salesforce.com and Salesforce Lightning would effectively support the Clients’ more than 1,200 users.

The Salesforce Solution

AVS migrated the Clients’ org from their legacy platform to Salesforce Sales and Service Cloud in Lightning, and then integrated it with their three CTI (Computer Telephony Integration) solutions. This solution had a profound impact. It reduced their service workforce by 20 percent, reassigned two data specialist positions, and decreased opportunity and customer attrition.

Customer Service Salesforce

How we Did It

The AVS team reduced the Client’s three-step service process to a one-step solution by migrating their custom objects to their new org. This, along with the Lightning enabled Kanban views and in-line editing significantly improved ease of use and productivity.

There’s more. The integration of the Client’s CTI solutions enabled automated retrieval of callers’ records when the phone rings, during outbound click-to-dial, and it ensured do-not-call list compliance. AVS also replicated of one CTI solutions’ functionality in another helping the Client avoid an excess of $100,000 in new licensing fees.

Not quite don’t yet, the AVS team exported, updated and migrated more than 2,000 reports into the client’s new Lightning interface creating unified dashboards. This migration empowers management with visible depictions of company insights, leaving AVS with, yet, another customer now working more efficiently and concentrating on their bottom line.

Want to learn how Salesforce can help your organization work more efficiently? Contact us to explore your options, get in touch today or email CustomerService@AdVictoriamSolutions.com.

 

Related Information: 

Why Companies are Switching to Salesforce Lightning (Video)

Salesforce Lightning: Top Productivity Features (Blog Article)

 

 

Salesforce Lightning: Top Productivity Features

Salesforce Lightning Productivity Enhancers-min

Productivity is important to all businesses, especially those with limited human and financial resources. Here are a ton of Salesforce Lightning features that propel productivity. Let’s get right to it!

Make Your Homepage More Actionable

  1. Rich text areas provide a place for admins to quickly and easily share information with their end users.
  2. Approval items keeps its functionality from classic, but gives it a facelift.
  3. Embed the dashboards and charts from Lightning and Einstein Analytics right on the home page! Bring the whole dashboard or a specific report charts so you’re only showing critical data.
  4. A new Lightning feature, Key Deals, serves up a sales person’s most important opportunities so your busy sales people can quickly get to what they care about.
  5. Chatter still has its own tab in Lightning, but it can now be embedded on the homepage for quick access.
  6. Most productive feature, is the new Assistant homepage component which searches through Salesforce to find overdue or ignored activities and opportunities so your sales person never loses track of a deal again.

Check out a visual representation of the features listed above in this homepage:

Salesforce Lightning Home page

There are so many fun things to do with your homepage! Components are available on the AppExchange, can be custom built, and more become available with every release. That said, try not to cram too much on the page, make sure you have the most important items that help guide your users to what they need to get done.

Streamline Your Salesforce Lightning Records

  • Choose any pick list on any object to easily show users where they are along a process by using Path functionality.
  • Finding duplicates has never been easier. Potential duplicates show up on records so the data problems can be fixed on the spot by the users.
  • The out of the box News feature lets your reps keep up to date on the latest activities for their accounts, leads, and contacts.
  • Tabs allow you to prioritize the content on the screen and logically organize your data.
  • Related lists are now more robust, including viewing a single related list in a section or using an accordion style display to save real estate on the page.
  • Related Records makes an admins life easier. Instead of replicating data from a parent record through formulas, they can use a quick action to easily show key information.
  • Best of all, the page layout can change based on a profile, record type, or even data points. Lightning allows page variations so you can see exactly what you need, when you need it.

Related Lists

Salesforce Lightning Related Lists

Custom Opportunity Page Layout

Salesforce Lightning Opportunity Page Variation_Report Chart

And, there’s more! Similar to home pages, you can embed report charts, list views, flows, components / visualforce into your record page. This automation enhancement makes users able to complete their job in once place.

View More with the New Robust Task Tab

Cool new Task Tab removes viewing restrictions for tasks. You’re no longer limited to using a record, report, or the classic homepage component. The Task Tab also allows you to build custom views.

Salesforce Lightning Tasks Tab

Too many Lightning productivity boosting features and functions to mention here. Want to know more about how your company can benefit from Lightning? Watch a 20-minute recorded webinar where we demonstrate productivity examples that are convincing people to switch. 

Salesforce Lighting Webinar_

 

 

Related Articles on Salesforce Lightning: 

Why Business Leaders are Switching to Lightning

Salesforce Lightning: What to Do Before you Switch

 

Salesforce Lightning: What to do Before You Switch

On Button Salesforce Lightning

Our three-part Lightning Experience series continues with things to consider before you push the switch button. In part-one, we shared four reasons why switching makes sense for growing businesses. Now that you are thinking about switching, there are things you need to consider before your push that button.

Find Out if You're Ready for Salesforce Lightning

Best way to find out if your organization is ready, is to take the Lightning Experience Readiness Assessment. You’ll receive a personalized report that details what needs to be done to prepare for the change. It may indicate that your Salesforce platform is ready for the Lightning Experience or that there is work to be done prior to launching Lightning for your users. We can review your report with you to help guide you on next steps.

To run the report: <Set Up>, click in the <Lightning Experience Migration Assistant>, click <Check Readiness> tab, click <Check Readiness> and follow the prompts. Your report will be sent to your inbox within a few minutes.

Salesforce Lightning Readiness

Make a Salesforce Lightning Migration Plan 

The results of your Lightning Readiness Plan provides you (and/or your Salesforce partner) with baseline information to develop a strategic Salesforce Lightning migration plan. Your partner then conducts an in-depth discovery of your system and business objectives. As a result, they develop a detailed technical roadmap enabling them to deliver the solution your business needs to reach its goals.

Create a User Adoption Strategy

Switching to the Lightning Experience is a great way to increase and refresh Salesforce engagement. Treat your switch to Lightning as a “new” launch of your Salesforce platform. Here are 6 unique cool ideas for generating excitement. After reviewing, create your new adoption roll out plan and then work your plan. Be sure to make adjustments based on how well users are adopting Salesforce Lightning.

Want to Know More?

Want to know more about how your company can benefit from Lightning? Watch a 20-minute recorded webinar where we demonstrate productivity examples that will help you decide if switching is right for your business. 

Salesforce Lighting Webinar_

 

Related Salesforce Lightning Articles:

Why Business Leaders are Switching to Lightning

Salesforce Lightning: Top Productivity Features

 

Why Business Leaders are Switching to Lightning

Salesforce Lightning over skyscraper (1)

There’s a lot of excitement (and questions) around switching to Salesforce Lightning from Classic. Is switching to Lightning worth your time and resources? This is the first of three articles we’ve written as part of our Lightning Experience series to help you decide and prepare. Let’s get started with four reasons why switching to the Lightning Experience may be right for your business.

Reason 1
New Salesforce Functionalities are Primarily in Lightning

Salesforce releases new features and functions three times per year. While Salesforce does continue to provide updates to its Classic version, each release is chock full of exciting new functionality options for the Lightning Experience, many of which are not available in Classic. Two productivity features examples that are only available in Lightning:

  • Start your day with an intelligent home page. The new fully customizable “Assistant” functionality provides a quick, but in-depth, view of what’s trending in your business. The Assistant provides the metrics that are important to you so you can stay focused and quickly move your business forward.
  • If your team struggles with process consistency, the new “Path” feature will be a winner for you. It enables Salesforce to guide your team through a particular business process, from lead entry to a sale – or any process that is important to your business.

Reason 2
Content, Webinars & Trailheads will focus on Lightning

The greatest Salesforce attribute is that it continually evolves to deliver more features and more functions so businesses reach their goals. With their future focus on supporting the evolution of the Lightning Experience for customers, those who don’t switch will surely miss out on the potential Salesforce affords.

Salesforce Lightning Mobile

Reason Three
The ​Lightning Experience in Salesforce Mobile

Not much to say about this reason, except for… new easy user interface for your team = awesome!

Reason Four
Flexible Lightning Interface Improves User Adoption

  • Add Rich Text to Lightning Pages to provide and highlight helpful information and training tips to your end users.
  • Leverage the Tab and Accordion components to present the most relevant information to your users, while hiding the ‘noise’ they don’t always need to see.
  • Incorporated Quick Actions and Flows into Lightning pages gives users quick access to automation features.

 

Salesforce Lighting Webinar_

Want to know more? Watch a 20-minute recorded webinar where we will demonstrate what to do before you switch. And, if you are interested, it would be our pleasure to help you determine if the Lightning Experience is right of for your business. Simply complete the form below for a Free Discovery Call – no sales pitch, we promise!

 

 

Related Salesforce Lightning Articles:

Salesforce Lightning: What to Do Before you Switch

Salesforce Lightning: Top Productivity Features