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.

 

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The ABCs of B2B Commerce

The ABCs of B2B Commerce

B2B Commerce displays your product catalog in a branded eCommerce storefront and allows your customer base to place an order independently. Complex pricing models can be configured to match your current business rules and enable contractual agreement tracking for product entitlements and price points. In addition, you can capitalize on B2B Commerce’s target marketing functionality that provides customers with a tailored, engaging shopping experience. And best of all, B2B Commerce is a flexible solution that scales as your business grows.

Here’s How:

  • Flexible Online Marketplace: Whether you are managing one brand or multiple, B2B Commerce can be configured to provide a uniquely tailored shopping experience to your target audience for both mobile and desktop browsing.
  • Connected CRM Data: Since B2B Commerce is built on top of Salesforce, you can leverage your existing Salesforce data in conjunction with B2B Commerce data to make fully informed business decisions.
  • Self-Serve & Automated Ordering: Put the purchasing power back in your customer’s hands by providing a self-service checkout portal that frees up your reps to focus.
  • Ever Changing Always Evolving: Salesforce ensures that B2B Commerce is constantly innovating and evolving to meet common business challenges as they arise.

Highlights:

  • Gain a new revenue stream
  • Eliminate manual pricing calculations
  • Increase the velocity of order fulfillment
  • Automated approval processes
  • Integration with ERP, UPS/FedEx, tax calculators, and more
  • Eliminate manual pricing calculations

Moving fast and reaching your goals in an ever-changing marketplace is easier with B2B Commerce. With B2B Commerce, your customers enjoy a seamless, relevant, and connected experience, while you enjoy a new sales channel powered by traditional Salesforce CRM data.

Register for AdVic’s Free Upcoming Webinar: B2B Commerce: The Online Sales Advantage

B2B Commerce - The Online Sales Advantage Webinar

 

Ad Victoriam’s dedicated B2B Commerce team is ready to apply their knowledge and passion to help you migrate from a legacy eCommerce solution or start from scratch and build you your first B2B solution. Our team has the skills and expertise needed to get your branded storefront up and running quickly so all you have to do is concentrate on driving new revenue. So, let’s get started today! Fill out the brief form below, or click here, so we can talk about the benefits of a B2B Commerce solution for your business.

 

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4 Ways Salesforce CRM Improves Lead Conversions

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When done right, a CRM implementation (Customer Relationship Management system) can significantly improve a business’s success with lead conversions, while also performing a number of different functionalities.

In the marketing and sales world, CRM helps in nurturing leads and build better long-standing relationships with customers even before interactions with the sales team happen.

Ultimately what matters is the quality of leads that matters, not the quantity. So, instead of populating your database with unqualified leads, focus instead on how you can use CRM for lead generation and conversions by incorporating different techniques and integrating with different platforms and applications.

Let’s explore four different platforms/applications you can integrate into a Salesforce® CRM that will go a long way toward improving your lead generation process to attract – and convert – the quality leads you are seeking.

1. AI-Powered Lead Generation

Lead generation tools powered by AI (artificial intelligence) are assisting marketers to understand and find new leads and convert them. AI has enabled them to select the most valuable accounts and even decide on suitable marketing communication based on lead characteristics.

Typically, a marketing campaign could include digital ads, along with an email blast, social media posts, and possibly an event. If the campaign is effective, customers and prospects respond by generating activities such as website visits, shares, and clicks. They might also wind up filling out a form or doing something else that effectively turns them into a lead.

Today, with an AI-powered CRM using Salesforce’s Einstein™, you can not only monitor that kind of engagement but use the data to adjust campaigns even once they’re already underway. This could mean tweaking the copy in an email to appeal more to a particular segment, or boosting the reach of a digital ad because one is performing better than the others.

The big takeaway about AI working for lead generation is that it draws out the most critical insights from the Salesforce Customer Success Platform and helps deliver recommendations that power all kinds of marketing activities that will lead to conversions.

2. CRM and Marketing Automation

Lead generation is an extremely important step in any business’s growth and goals toward conversions. Automating the many steps between marketing and sales gives your team more time to focus on overall strategy and nurturing the leads that show real promise. That means more prospects and more customers.

A CRM marketing automation tool, such as Salesforce’s Marketing Cloud™, can also give you a richer, more detailed picture of potential customer behavior. For instance, you can initiate behavioral tracking methods such as following a user’s path through your website. Marketing automation software can also help your marketing team understand prospects’ interests and where they are in the purchasing lifecycle. Following up can then be customized around those specific insights.

Learn How Ad Victoriam Helped a Customer with a Marketing Cloud Solution

3. Integration with Social Media

Social media is one of the best tools for businesses to generate highly qualified and sales-ready leads that you can turn into conversions. It is a perfect place for businesses to find their targeted audiences, as well as turning them into the new sales-ready leads.

Baked into Salesforce’s Marketing Cloud is a social media tool known as Social Studio™. Here you can connect your marketing, service, and sales teams with your customers through social channels to build meaningful relationships. You can also discover what your customers, prospects, and competitors are saying about your brands.

4. Email Marketing Tool

One of the ways to fill your sales funnel with high-quality leads to close more deals is to implement an email campaign tool into your CRM. With a tool such as Salesforce’s Pardot™, you can initiate lead nurturing campaigns by automatically sending emails and perform marketing tasks based on triggers including time, user interactions, and other custom parameters.

In addition, you can respond to prospects when it matters, learn what’s happening between sales calls, and get alerts about prospect actions.

So, are you frustrated with populating your database with unqualified leads and want to better focus on how you can use CRM for lead generation and ultimately conversions? The Ad Victoriam consulting team can help you incorporate different techniques and integrate different platforms and applications that will put your business on a successful path toward more lead conversions starting today. Just fill out the form below, or click here and we’ll get right back to you immediately.

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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!

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Tips for Managing Your Team Virtually

Tips for Managing Your Team Virtually

What once was the norm, is no longer. Many of us have been tossed into uncharted “virtual” waters – managing a team from your home to their home. Most of Ad Victoriam’s team has worked virtually since inception. So, we’re sharing some tips to help you be successful.

Virtual Team Tips

  • Provide an outlet to share thoughts, feelings, and jokes – possibly on a non-work Slack channel. This will help people remain connected and ease some stress as they adjust to their new working environment.
  • Establish a meeting schedule to touch base. For some, a daily morning touch base session gets everyone moving and focused. Be sure to use your cameras to increase the personal connection during internal meetings and also external meetings.
  • Arrange an agenda-driven weekly meeting for teams to cross collaborate, review tasks, follow up on projects, to brainstorm how to address challenges and/or share wins/losses. Provide “open mic” time for Q&A.
  • Create reports and dashboards to track goals, pipeline, opportunities, and activities.
  • Recognize successes with another all-time favorite is a company-wide “Shout Out” channel that recognizes team members for their successes – a real morale booster!
  • Be very responsive to your team. Being in the office, they are used to being able to knock on your door to get answers. Try your best to keep up the same level of responsiveness.
  • Keep a repository of Q&A, unique ways to overcome objections, top stories and other valuable info for your team to access and new hires to learn from.
  • If you are needing a telecommunications solution for your remote workers, check out Natterbox, a cloud-based end-to-end telephony services company, which enables employees to have the same experience they would receive if they were working in the office.
  • Share some working from home etiquette with your team such as blocking times on their calendar where they won’t be available, responding to internal messages in a timely manner, being aware of the noise around you during calls, and placing yourself on mute when not speaking.

And one last, important, “Virtual Team Tip”… If you’re used to having team happy hours or team building events – but obviously can’t these days – consider hosting some virtual get-togethers. Give them a theme, have your team “dress” for them and bring their favorite beverage. They can be a blast and a real stress-buster!

Looking for ways to inspire your virtual sales team and drive performance? Watch this webinar to learn more.

Managing a Remote Sales Team with the Right Salesforce Reports Webinar Replay

 

As we said earlier, most of the Ad Victoriam team has worked virtually since our inception in 2014, so we’re more than comfortable with it. And if your team is stretched at the moment, know that the virtual AdVic Thrive Managed Services team can be reached right now to help you with your Salesforce data governance, analytics, reporting, system automation, custom development, and integrations issues so you can free up your team to work on strategic projects.

 

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Moving Your Business Forward with Salesforce Managed Services

Moving Your Business Forward with Salesforce Managed Services

In times of crisis, some businesses actively drive forward knowing things will bounce back. When they do, preparing for the bounce back, while choosing wisely through the uncertainty, is a balancing act.

How can you progress and choose wisely?

Many companies are taking advantage of this time to move projects such as their Salesforce, digital transformation, or other technology initiatives forward. Other companies are implementing new Salesforce Clouds or integrating their technology with other platforms. Then there are companies needing enhancements, help to implement best practices for better business alignment or troubleshooting for better adoption.

For these reasons and others, many of those companies are turning to a Managed Services model because of the wide range of benefits.

Benefits of Working with a Managed Services Team

1. Skills Sets
A certified team with expertise in data governance, analytics, reporting, system automation, custom development, and integrations – a team that can effectively address any need and frees up your staff to work on more strategic projects.

2. Innovation
A managed services partner can leverage proven strategies and tactics from other businesses and industries to innovate, solve your challenges, and create new opportunities.

3. Accessibility
A managed services team is always available to support your needs. Remember, your project doesn’t stop because somebody goes on vacation.

4. Visibility
The team can create a vision and an understanding of what your Salesforce roadmap should be to reach your short and long-term goals. Clear communication of the status of your projects occurs all along to keep you abreast of each milestone.

5. Flexibility
Most offer flexible services with monthly package options – to control costs. With Ad Victoriam’s Thrive Managed Services, you’ll enjoy this flexibility and the type of services you need when you need them. And your unused hours rolled over to the next month – making it a cost-effective solution.

The bottom line, the managed services you choose should provide the expertise, support, and solutions to help your business continue to thrive. If you’re in need of a cost-controlled flexible, yet a full-service solution to fit your exact needs without a long-term commitment, let’s talk.

 

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Salesforce Reports That Keep Your Remote Sales Team Productive

Salesforce Reports That Keep Your Sales Team Productive

As businesses grow, it is anticipated that the number of remote employees will continue to grow as well. So, whether your sales team has worked remotely before or not, it is still important to ensure they are being productive. Gone are the days of sitting in cubicles and being watched over after making call after call.

Keeping Your Remote Sales Team Productive is as Simple as 1, 2, 3.

1. Communicate Purpose

The most important thing to keep your sales team productive is to communicate the purpose. Ensuring your sales team understands what is important and why will help them prioritize the different tasks that they have to do.

2. Provide Incentives

Now that your team understands the why behind what to do, they need the motivation to be productive. The best way to do this is by incentivizing your sales team. Incentivizing your team pushes them to not only meet expectations but to exceed expectations. Once you have determined the incentive, now it is time to determine how to measure your teams’ productivity.

3. Showcase Performance – Actionable

The third step is the most important one. You must have a way to visualize how your sales team is doing. Creating reports and dashboards is critical to a productive sales team. This allows you to manage more efficiently because you will see a real-time snapshot of how the team, as a whole, is performing and how each individual rep is performing.

It is important that your sales team is able to see how they are tracking with their own performance. This helps them know how close they are to their goal, what accounts they need to reach out to, and how they can improve. Make sure that these reports and dashboards are easily accessible for your team.

Useful Salesforce® CRM Reports and Dashboards

1. Goal Tracking

Some of the most valuable metrics are how reps are tracking to date and what they were at for the prior year. Showing the Year to Date, Quarter to Date, and Month to Date for the current year and the prior year allows the reps to see how they are tracking. This also allows you to understand how the team as a whole is tracking.

Reporting for Goal Tracking
Creating reports for goal tracking is simple. The easiest thing to do is to create a standard Opportunities report. From here, you can use different groupings, filters, and calculations to get the numbers you are looking for. The best practice is to use multiple reports when creating your dashboard as no one single report will give you everything you are looking for. An example is creating a report for YTD, QTD, MTD, this allows you to show your sales team how they are doing on the year, quarter, and month. Showcasing that next to the previous year can help push your team to beat last year’s marks.

Sales Tracking Dashboard

 

2. Activity Tracking

After goal tracking, the next measure to focus on is Activity tracking. Activities are vital to a sales rep’s success. In theory, the more activities logged with a prospective client, the more likely they are to close the deal. It is important to be intentional with activity tracking by bucketing different account types and how many calls or meetings are logged in each type.

Reporting for Activity Tracking
You can utilize multiple standard Activities reports. If you are focusing on Activities for your Accounts, then utilize the Activities with Accounts report. From here, you can customize your report for what meets your business need. The best practice is to ensure you have proper groupings such as the activity owner, the task type, the account type, etc. This will help you keep track of how your sales team is performing when it comes to logging activities and also if they are hitting the industries they need to hit.

Activity Tracking Dashboard

 

3. Pipeline

An understanding of your pipeline and the health of it helps push your sales reps to close deals faster and also helps you manage a forecast of the expected deals to close. This drives insight into understanding how the business as a whole is doing and how the business is expected to do.

Reporting for Pipeline Tracking
Reporting for pipeline tracking is similar to goal tracking reporting. You will still use the Opportunities report type, however, your focus will be on the Opportunity stage instead of YTD, QTD, and MTD. Also, you are able to create a standard funnel to see what stage the bulk of your opportunities are in. And if you like, you also create a bucketed field to analyze what is in the pipe versus what is committed. In addition, you are able to see a trend of what is committed and in the pipe from quarter to quarter. This allows you to push your team to close the deals that are in the final stages as well as understand how much revenue will be generated in the coming quarters.

Pipeline Tracking Dashboard

 

Some Additional Reporting Tricks to Help You Manage

  • Using targets so the gauges change colors depending on how close your rep is to their target.
  • Subscribe to Dashboards and Reports to get consistent updates.
  • Download each component as a PDF to send or present.
  • Utilize “View Dashboard As” to give a specific view based on the dashboard viewer.
  • Generate more powerful analysis and visualizations in Einstein Analytics.
  • Get notified when certain numbers are hit through Einstein Analytics dashboards.

Want more ways to inspire your sales team and drive performance? Watch this webinar to learn more. 

Managing a Remote Sales Team with the Right Salesforce Reports Webinar Replay

 

At Ad Victoriam, our Salesforce consultants can help your business achieve its sales goals. Specifically, we’ll guide you through relationship management, sales structure, pipeline management, and predictive sales. We’ll also work with you to construct reports and dashboards that will help your team reach their goals, see what accounts they need to reach out to, and outline all of the where areas they can improve. And the best part? We can start helping you today, so fill out the quick form below, or click here.

 

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Remote Meeting Best Practices

Remote Meeting Best Practices

While some will hunker down and try to ride out the COVID-19 pandemic wave, others will pivot their strategies and keep moving forward. Ad Victoriam has had a remote workforce since inception, so we are a great example of how you can successfully service your customers and grow your business while working remotely.

For many who are not used to remote work, one transition they’ll certainly experience is a reduction of face-to-face meetings, resulting in an increase in virtual meetings.

Tips on Conducting Virtual Meetings with Customers

  • Use Your Camera: When you log-in to your video software, turn your camera on. This will make the meeting more personal and help the prospect feel more comfortable. Eye to eye contact also increases attention and engagement. Make sure you look ready to work, just as you do when you go to the office.
  • Know Who You’re Talking To: Plan your meetings beforehand so it’s an efficient and effective meeting. Do a Google search of your audience to see if they have written any articles, if they are in the news, and look at their LinkedIn profile. Be informed about their experiences and skills so your conversation with them is more targeted.
  • Prepare: Create an agenda and items that you can share on your screen. Before talking business, make sure everyone agrees to the agenda and if there is anything missing from the agenda that needs to be addressed now or during a future call.
  • The Human Touch: Start with a little chat to show your human side and to increase the personal feel of the meeting. Chat a little about your day, acknowledging world events and simply ask how they are today. Give them time to share, if they choose to do so, and gauge the person’s interest in continuing the discussion. If they are distracted, ask if another time is better, and especially now, be sensitive to the person’s needs/situation. Hard-sells are probably not the best, instead, educate and offer short- and long-term solutions. Read for signs that they are not ready or able to commit right now.
  • Engagement: Ask open-ended questions to get and keep your prospect sharing information. Take notes so you can refer to them before your next conversation, which will demonstrate that you care about their needs and their business.
  • Mid-Call Touchpoint: About half-way through, do a quick check-in. Do they have any questions; OK to continue on with the agenda? This will keep you aligned and know that the content of the discussion is meeting their needs.
  • Closing: Do a quick recap of the content including all follow-up items. Once you gain agreement on the follow-up items, discuss timelines for follow up. Then, gain agreement on the next steps, whether that is a meeting or email.
  • Follow-Up: In your CRM software (such as Salesforce Sales Cloud), immediately add your notes to an Activity, and create a Task for each follow-up step. Then, move the prospect to the next step in your sales journey as appropriate based on your internal guidelines. This all will ensure you stay on track with your prospect so you can work them towards closing.

The remote-ready Ad Victoriam consulting team is available to speak with you today if you have questions on how you can integrate tools that can make your remote meetings more beneficial for your team members and customers. Fill out the form below, or click here so we can immediately start working on your solution.

 

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Salesforce Chatter Best Practices for Remote Collaboration

Salesforce Chatter Best Practices for Remote Collaboration

Ad Victoriam Solutions has had a large dedicated remote workforce spread across the U.S. since we began in 2014. We have tons of experience with making remote collaboration work for us and our Salesforce® clients. And as more and more companies enable their employees to work from home, we understand why communication that used to pass over cubicle walls or down the hallway isn’t as easily transferred. “Credit this account,” “add $10,000 to this project budget,” and other one-off changes and edits were how business got done. But the truth is, this isn’t how business should be done. Here’s why and how you should utilize Salesforce’s Chatter feature to communicate important changes.

A Paper Trail of What Happened

Company accountants, internal auditors, and operations managers are just that. They’re accountants, auditors, and managers. They are not detectives whose job it is to figure out when and why data was changed. When important details, throughputs, and measures are changed, books don’t balance, audits fail, and managers operate based upon false pretenses. And when something is important is altered, there is no paper trail of who, what, or why.

Why Chatter?

Putting the why in Chatter provides anyone looking at an account, opportunity, or project with an easy to find timestamp confirming any change and who authorized it. People can reply and comment, and there is now a history of what happened and why. Furthermore, you can tag anyone who needs to know about the change. So you can let your staff accountant know that an invoice has been credited, or a goodwill credit needs to be issued. Your operations manager can be notified that the project budget has changed. The ability to have complete transparency will help your business run more fluidly, avoid back-and-forth communication, and eliminate the need for people to track down the historical “what happened here?” confusion.

Salesforce Chatter Features

Use Automation to Make it Easier

The best part is that a lot of this can be automated. Changing a project budget? Create a rule that requires a reason and hit save. That information can automatically be fed into the Chatter feed, timestamped and posted by the person that made the change. You can even create a rule that automatically @ mentions team members that would need to know.

Take Advantage of the Opportunity

For the next month or so, more and more of us will be working from home. Resist the temptation to replace the water cooler with a Slack message. Don’t replace a conversation at an employee’s desk with an e-mail. Use this opportunity to start unleashing the power of Chatter. And automate as much of this as possible. Investing in this best practice will help you get the most out of Salesforce and unlock incredible efficiency gains. And while they might not be immediately visible in the C-suite, your operations and accounting teams will thank you.

Remember, AdVic has had successful remote staffers in place around the U.S. since our inception, so we know how to guide your business with tools such as Salesforce Chatter. So, if your business needs its remote employees to drive more productivity, accelerate more innovation, share more knowledge, and take action anywhere, the Ad Victoriam consulting team is ready to show you how quickly and easily you can do it with Salesforce Chatter. Let talk now!

 

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