Are you struggling with ways to better connect your field service operation? Searching for a way to enable them to deliver intelligent and productive on-site services with speed and efficiency using just one unified platform?
Here are just three of the reasons why a Salesforce® Field Service Lightning (FSL) solution could be the answer to your struggles.
1. Field Service Route Optimization
With Route Optimization, you can set up work rules that can be defined as a yes or no to prevent a rule violation. Utilizing service objectives allows you to weigh different goals based on the determined importance. Examples would be: Will this make the person work overtime or not? - or - Is this person in the same area or not? - or - Who is the fastest person that can get there? Do you want this job to be done ASAP or can it wait?
By using answers from the questions above, you can define a scheduling policy. This policy is applied to an optimization request. The optimization runs and looks at every possible way to route the different resources and their jobs. That can mean either switching the jobs around for that single field tech, or you can create another scenario for the day and optimize everything that is going on for that particular day.
2. Ease of Work Order Creation
By integrating FSL with Service Cloud, imagine an issue comes in such as a person calling to say, “My water heater is broken, I need help.” That creates a case and logs it. From there, a support agent can - with just one or two clicks - create a work order. From that work order, the dispatcher can see that it’s an emergency issue and assign a field tech quickly and get them en route to the customer. The system makes it easier for the customer to get support, quickly, creating a great customer experience.
Another benefit of work order creation is the ability to look at a customized Gantt chart (pictured, below). With this tool, dispatchers can see what’s been assigned to specific field techs and can look on a map and see where those techs are as well as the jobs they are assigned.
3. Utilizing the Mobile Device
Using a mobile device within Field Service Lightning, your field techs can stay in constant communication with the dispatcher. This allows the dispatcher to push updates or new jobs to the tech. They can also get more information on their jobs, and gather required signatures acknowledging that the work they performed was completed.
In addition, you can customize flows and processes that your field techs can walkthrough. You can also upload images if something needs to be documented.
The best part? Field techs don’t have to worry about connectivity issues when using the mobile device! If they are working in places like a basement, there is an offline mode where they can still enter their information and save it, and then when connectivity returns - either WiFi or data - what they entered will be uploaded to Salesforce automatically.
Watch our "Optimize Your Field Team's Schedule" webinar below!
Bonus Benefits of Using Field Service Lightning
Having done numerous FSL implementations, Ad Victoriam customers - from the manager perspective - tell us that they really like being able to see how their workforce is being utilized. Salesforce can calculate the utilization based on a person. As an example, say one of your field techs is 80 percent utilized this week, so you decide that you need to optimize their route and assign that tech more work so he’s closer to 100 percent utilization.
From a dispatcher perspective, they like being able to color code different jobs and see status update color changes on the Gantt chart and quickly react to any “red flags.” Dispatchers tell AdVic consultants all the time that their ability to see everything in one view is the biggest plus of their using FSL.
Are you looking to take your company’s field service performance to a new level? Talk with one of Ad Victoriam’s certified Salesforce consultants now by filling in the form below or click here.
Watch the AdVic webinar - "Optimize Your Field Team's Schedule" - to learn how to create scheduling policies, work rules, and objectives to drive productivity that will result in minimized travel time, overtime and costs, and much more.
Not aware of Salesforce Maps? In a nutshell, using Salesforce Maps allows sales reps to make more money at their desks or in the field. They can free up more time to sell by decreasing time spent planning, driving, and tracking field activities. Utilizing Salesforce Maps (formerly MapAnything) turns the Salesforce experience interactive by displaying all of your Salesforce data on a map. Your teams can easily visualize all of your accounts, log calls, send emails, and create new events/tasks directly from the map.
The Big Five
So if an all-encompassing data visualization, routing and scheduling, and optimized lead generation system is collectively missing from your sales process, here are five reasons that make Salesforce Maps integration – which Ad Victoriam is accredited for – a no-brainer for your team’s success.
1. Map-Based Visualization
Better understand hard-to-find data on a map-based interface and make location-driven decisions that drive productivity. Also, uncover new opportunities to produce revenue by seeing which accounts are nearby anchor accounts while planning a sales route.
2. Optimized Routing
When you have the ability to optimize routing, you can build and launch routes that cut down on windshield time, cross-town driving, and lower mileage or gas costs. In addition, you will ensure timely arrival to high-value prospects and customers, thus building robust pipelines using accurate prospect data and territory visualization.
3. Prioritized Scheduling
A seven-day schedule can be optimized with visits prioritized based on Einstein or Pardot scores, or potential revenue to spend the most time with the most valuable customers and prospects. From there, easily view the schedule via exchange-based calendars on mobile or desktop.
4. Lead Generation
With a Salesforce Maps integration, you have the ability to access necessary data to turbocharge your prospecting efforts and marketing campaigns. You also have the ability to fill schedule gaps with nearby opportunities and more.
5. Mobile Compatibility
While on the road, you can easily automate the admin processes, like check-in and check-out, via a mobile device. Additionally, your team can utilize voice command turn-by-turn directions and turn on real-time traffic alerts to safely maintain productivity.
Is extending the power of your sales and service professionals your challenge? Ad Victoriam’s certified consultants can integrate a Salesforce Maps intelligence solution for you starting today! Just fill out the form below, or click here and we’ll connect with you quickly!
Ready for spring? Salesforce is too, as their Spring ‘20 Release will be globally available on February 17, 2020.
To help get you ready for the Spring ‘20 Release, Ad Victoriam’s certified consultants have poured through the latest Salesforce innovations across mobile, industry solutions, content management, AI, and more to highlight six of the standout new features.
AdVic Note: It’s taken a while, but this Ad Victoriam-suggested idea has finally been delivered by Salesforce. We’re excited about the possibilities here within screen flows!
Salesforce Overview: Normally, how a flow is launched determines whether the flow runs in the context of the user or the system. Now you can bypass the running user’s permissions by setting your flow to run in system context with sharing. The flow still respects org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories, but it ignores object permissions, field-level access, or other permissions of the running user.
AdVic Note: Admins can now customize the onboarding experience for Users.
Salesforce Overview: Quickly change the amount of time to delay prompts. Decrease the global delay time to accelerate onboarding prompts or increase the delay to spread out announcements and updates. Ignore the global delay time to show a prompt when a page first loads or to show multiple prompts a day without changing the global delay time for all prompts.
To ignore the global delay time, check Show prompt when the page loads on the Schedule page when creating a prompt.
AdVic Note: Ad Victoriam’s certified Salesforce consultants have collectively labeled this Spring ‘20 Release “a big one!”
Salesforce Overview: Let sales reps share their workload by setting up queues for tasks. Reps can assign tasks to their shared queues, and then individuals can take ownership of those tasks from the queue’s list view.
How: In Setup, enter Queues in the Quick Find box and then select Queues. From the Queues setup page, select New. Then, create a queue and assign Task as the supported object.
AdVic Note: It’s always great to get an app update, but this Spring ‘20 Salesforce Mobile app update, in particular, offers some great admin customization options.
Salesforce Overview: The new Salesforce Mobile app is going prime time! The new app debuted in Winter ’20. In Spring ’20, all active Salesforce mobile app users, including Salesforce Classic and Lightning Experience users, get upgraded to the new Salesforce mobile app. Admins get access to more customization options. End users get an intuitive UI, faster performance, and familiar Lightning features that make switching between desktop and mobile easier than ever.
AdVic Note: This is a step in the right direction for deploying communities. Communities have often seemed to be overlooked when it comes to deploying because the Metadata is often lacking around the Community.
Salesforce Overview: The ExperienceBundle metadata type, which was previously available as a pilot program, is now generally available. ExperienceBundle provides human-readable, text-based representations of the different Experience Builder settings and site components, such as pages, branding sets, and themes. Whether it’s for your own org or you’re a consulting partner or ISV, quickly update and deploy Lightning communities using your preferred development tools, including Salesforce Extensions for VS Code, Salesforce CLI, Workbench, or your favorite IDE or text editor.
And if those AdVic team-chosen highlights from the Spring ’20 Release haven’t whet your appetite enough, you can see even more top new features for each product category in Salesforce’s library of demo videos, here.
If you need help implementing any of the Spring ’20 Releases, you need a partner with extensive knowledge, depth of experience, and proven customer success. The Ad Victoriam team is ready to help you figure out your needs now! Just fill out the form below, or click here.
For those of you in the payer space, congratulations! You just recently put to bed the Open Enrollment for 2019. So, how did it go?
At this early point here in 2020, you might be asking yourself several questions, including:
What can my company do now to attract new customers for the next Open Enrollment period later this new year?
What new tools and processes can we implement in the coming weeks and months that will make our internal operations and systems work more efficiently for the next open enrollment period and beyond?
Your 2020 Focus
As you begin to think about attracting new customers for your next Open Enrollment period later this year, it’s important as a payer that you also focus on guiding members along their entire care journey. Offer them a personalized, relevant, and timely marketing experience. And if you focus on those critical member experiences you are guaranteed that you will be delivering overall member satisfaction as well as retention.
Let’s explore some ways you can accomplish those goals.
Attracting New Customers
If you’re like most payers, you invested heavily in digital ads for the next Open Enrollment period in an effort to attract new customers. Use this time now to look at how your company’s ads performed and then make the necessary adjustments for when your ad campaigns will start later this year.
In evaluating your 2019 ad campaigns for 2020 adjustments, keep these Salesforce suggestions in mind:
Use your current member profiles to model the next ideal member. Create look-a-like audiences based on first-party data, as that can have a massive impact on ad spend for the 2020 Open Enrollment period.
Consider using a single view of your customers. On average, Salesforce says most marketers use 15 different data sources, yet only 47 percent of marketers say they have a unified view of their customers.
Target the right people for programs you want to expand. The goal here is to not miss out on reaching your key employer customers because you didn’t set up the right audiences.
Connect your databases with a data marketing platform (DMP), which can help you quickly identify customers and prospects and personalize content for each audience. This unified view will also help you understand who has already seen your content, so you can maximize your ad budget by making sure they don’t see it again.
AdVic Extra:Watch our recent related webinar: “Connecting Data to Transform Payer-Member Relationships”
The Connected Patient Journey
In 2020, your customers – present and future – expect more from you than just transactional emails, they expect a great brand experience. Just as important as your company’s products and services, the brand experience you offer must differentiate you from your competitors.
So, what have you done to establish a great connected patient journey? You know, those seamless customer experiences that go beyond email and happen across other critical touchpoints including mobile, advertising, the web, direct mail, sales, commerce, and service.
And one often neglected, yet important cog in the connected patient journey wheel is onboarding. The Open Enrollment period provides payers a great opportunity to understand what and does not work in the process. As an example, new members will surely have questions about your offerings and helping through the onboarding process goes a long way to keeping them happy enough to stay with you into the next season.
And don’t forget to re-engage with your existing members with your offerings as part of a continued connected journey. Communicate program changes and give them educational materials to make their healthcare journey even more personal and productive. Doing so helps them to feel confident that they are in the right program.
From attracting new customers to creating and implementing connected patient journeys, Salesforce Marketing Cloud for Healthcare Payers can help you accomplish those strategic goals and more. Want to know more? Ad Victoriam’s consulting team is ready – right now – to help you implement your secure and scalable Salesforce CRM for Healthcare solution. We will make sure you are ready to flawlessly execute throughout the 2020 Open Enrollment season later this year and beyond.
Salesforce’s Field Service Lightning (FSL) was designed to connect your workforce, enabling them to deliver intelligent and productive on-site services. It allows for faster delivery and smarter and more personalized service from the phone to the field on one platform. But the truth is, FSL does so much more.
Smarter and Faster Service
When it comes to helping your team work smarter, FSL greatly improves not only the customer experience, but you also get more productivity from your field agents on every call. Just think how beneficial it would be for your company if you could locate the closest field agent or technician in proximity to a customer or match them with a representative that has the right skill set to get the job done.
And with the help of equipment and inventory management tools, every field agent can be equipped with the proper tools and sufficient knowledge to get the job done – the first time – to the customer’s satisfaction.
And when it comes to working faster, using FSL’s Einstein-enabled artificial intelligence could, for example, help a dishwasher repairman who needs to replace a water inlet valve to simply snap a picture of the valve, and Einstein will quickly identify the exact product type—saving time for the customer, repairman, and the company.
Manage Jobs 24/7 from Anywhere
Without question, the biggest advantage companies will get from implementing an FSL solution is mobility, 24/7 from anywhere. Premium FSL features that your field agents can bring to their on-site jobs – even without a connection – include:
Instant access to job schedules
Stock and inventory visibility
Barcode scanning in-app
Capture signatures digitally in-app
Technician-controlled scheduling management
Additionally, using the fully customizable mobile iOS or Android app, your field agents can send geolocation information back to your company’s scheduler, or chat with other company employees. The app also allows agents to take advantage of custom layouts, list views, tailored actions, Salesforce flows, and can even connect to other apps.
FSL in Action
Are you curious to see how FSL works in the field? This Salesforce demo video shows you the connections the tool provides, and how it connects to other Salesforce solutions.
Built on the world’s #1 CRM platform, Salesforce’s Health Cloud solution is quickly becoming the new payer data model. Why? It offers a complete view of members in a single dashboard, driving productivity for service agents and clinical professionals. Simply put, the insurance market is recognizing the urgency that it needs to adapt to today’s smart, data-driven marketplace.
Salesforce® first introduced Health Cloud in 2016 to transform the way healthcare and life sciences organizations connect with patients. In 2019, Salesforce continues to expand the power of Health Cloud with features specifically built for the health insurance industry. This allows companies to engage with both members and providers in smarter and more efficient ways. Here’s how it’s done, including examples of “better outcomes.”
Transforming Business Operations
Health Cloud transforms business operations with an insurance-specific data model that simplifies the integration of systems of record — including benefits, claims, and authorizations — into one place. This drives more productivity for service agents and clinical professionals. With all member information in a single dashboard, payers are able to work faster and smarter. In addition, they better understand each member’s needs. And that includes whether they are in the call center or in the place of service, and from any device.
The Better Outcome: A payer today often needs to log into multiple systems to research different aspects of a member’s claim for an upcoming procedure. With Health Cloud, they can now see all of the member’s prior authorization and information about the procedure in one place. That allows payers to serve both members and providers quickly and efficiently.
Better Streamlined Workflows
Healthcare requests — that might include prior authorizations, admissions, and appeals — can be now be streamlined through guided, collaborative, and measurable workflows directly within Health Cloud. Agents, clinical professionals, and medical directors are able to deliver more personalized and appropriate care in a more cost-effective way.
The Better Outcome: A provider previously treated a member who needed surgery had to submit a prior authorization request to the payer. Often times that meant the provider had limited visibility into its processing. Now, with Health Cloud, the provider and member have the ability to easily view the progression and status of the request. That reduces any stumbling blocks or delays. Once a care request is approved, tasks are triggered automatically for case management based on the diagnosis or service code within Health Cloud.
Strengthen Member Engagement
With Health Cloud, payers can create customizable, interactive and highly personalized digital journeys for members, helping develop stronger relationships by overcoming barriers to care and increasing access to clinical and support services. Members can easily access their insurance plans, receive care alerts via their mobile device and connect with clinical professionals and care managers using email or text messages.
The Better Outcome:A case manager can proactively engage a member to arrange home care, rehab, and follow up hospital visits related to their procedure or service through the member’s preferred form of communication. Doing so advances their goal of driving optimal member outcomes.
Payer Educational Opportunity
Ad Victoriam recently presented a webinar for payers, “Connecting Data to Transform Payer-Member Relationships,” during which attendees learned:
How connected member data can enhance your sales potential and member satisfaction.
Ways a modern system user interface can decrease training times and enhance the agent experience – increasing employee engagement.
How to invigorate marketing when data is no longer siloed.
Interested in learning more about how Salesforce Health Cloud can transform your business operations and increase member engagement? Contact Ad Victoriam’s Health Cloud consultants quickly by filling out the form below or click here.
Holiday shopping at big box stores typically begins before the Thanksgiving leftovers get cold. Last year, holiday gift-giving shoppers spent $9.9 billion on Thanksgiving and Black Friday alone, and another $7.9 billion on Cyber Monday, according to Shopify.
With holiday spending increasing every year, we are also seeing an increase in conscious consumerism where people are choosing products that are also good for the environment and communities. In an article featured in VOX, the authors referenced a Nielsen study that projects the sustainable product industry being worth over $150 billion by 2021. In fact, sales have risen by 20 percent in just four years.
And when markets grow and consumers follow, companies aren’t far behind. That can lead to some major confusion for shoppers, as everyone seems to be marketing their items with generic, benevolent-sounding claims like “sustainable” or “green” or “earth-friendly.” What do any of these terms mean and how does the average shopper know what’s what?
Help is on the Way
In an attempt to break through the greenwashing, Ad Victoriam is excited to release our 2019 Shopper’s Guide of products and services sold by certified B Corps. B Corps are for-profit businesses that undergo a rigorous assessment. They are graded on their environmental impact, community involvement, supply-chain, worker relations, and governance. Audited and certified by the non-profit B Lab, these companies meet the highest standards of corporate social responsibility.
Ad Victoriam is proud to be a B Corp. We make it a priority to buy products for our business and our personal lives that come from other B Corps. Here are a few of our favorite brands and some of their products on our list this holiday season:
Divine Chocolates: Divine started back in the 90s as one of the first cocoa-producing co-ops in Ghana. Certified as a B Corp since 2016, this female-owned chocolate company contains deliciously rich Fairtrade cocoa, no palm oil, and no GMOs. Our holiday tip is Divine’s Advent Calendar Variety Pack that includes (3) Milk Chocolate and (3) Dark Chocolate Calendars.
French Broad Chocolates: Started by Dan and Jael Rattigan in the mid-2000s, French Broad, based in Asheville, NC, offers everything from bonbons to brownies, with ingredients sourced locally around the fertile Appalachian valley. Take our word and order The Pick Me Up Bundle, featuring six brownies, two dark chocolate bars, and two packages of their delicious chocolate-covered coffee beans.
Lancaster Stroopie Company: One of AdVic’s favorite source for employee treats, this amazing business makes and sells traditional Dutch Stroopwaffeln. And who doesn’t want a caramel-filled cinnamon waffle cookie dipped in chocolate? The best part of this business is that they are female-owned and hire female refugees new to the United States. Trust us and order someone on your list the 12 count Stroopie Gift Tin.
Cafe Campesino: A trailblazer and founding member of Cooperative Coffees, an organization committed to fair trading relationships between farmers and roasters, Cafe Campesino offers wonderful coffee from all over the world, lifting up their trading partners and their local communities. We recommend ordering the Single Origin Sampler, which includes (4) 4 oz. bags of coffees from Colombia, Guatemala, Peru, & Honduras.
Thrive Organic Farmers: Thrive, whose slogan is You Drink, Farmers Thrive, buys their coffee direct from farmers. Through their nonprofit foundation, ThriveWorx, they also give back to these local communities, empowering their farmers to tackle the tough economic, social, and environmental challenges facing them and their communities. Trust us and order Thrive’s delicious Horizon Organic blend. Organically grown in Guatemala, this medium blend is fruity with hints of toasted cereal and chocolate.
Your Amazon Alternatives
DoneGood: All brands on this shopping website pay fair wages and use eco-friendly practices. They also allow you to search for brands that “do good” on other issues you may believe in, like upcycled goods or products from female or minority-owned businesses. Check out this gift-set of three locally produced, all-natural, and non-toxic soap bars made by fellow B Corp, Meliora.
Uncommon Goods: After visiting a craft show in 1999, founder Dave Bolotsky was inspired to connect makers and their unique creations with customers looking for unique products. One item on our shopping list is the Gather and Grow gift set that includes pine-scented soy candle, a wooden pinecone ornament, and everything you need to grow next year’s Christmas tree!
Clothing & Apparel
Patagonia: Known throughout the world for their jackets and outdoor gear, this leading B Corp made its first Black Friday splash in 2011 when they ran their infamous Don’t Buy this Jacket ad in the New York Times, encouraging consumers to buy only what they need. We’ll stick with this theme and recommend the Patagonia Business Library, a set of books that includes Let my People go Surfing, The Responsible Company, and Tools for Grassroots Activists.
Cotopaxi: With a motto as simple as “Do Good,” Cotopaxi leads by example in everything they do, producing their products in Fair Trade certified facilities and donating one percent of all profits to their charitable foundation that aims to eradicate poverty. For the active traveler on your list, we suggest their ALLPA Travel Pack from their Del Dia collection, made completely from scrap fabric left over from previous production runs!
Bombas Socks: What’s not to love about Bombas, who donates a pair of socks for every pair sold. Like their slogan says, these are the most comfortable socks you’ll ever own. But don’t take it from us, buy some for yourself. Help unleash someone’s inner child this holiday season and send them a pair from their Sesame Street collection.
Athleta: One of Gap’s successful B Corp brands (along with Bath and Body Works), Athleta believes in selling sustainable products that allow women to pursue an active lifestyle and unleash the #powerofshe. Check out their Top 10 gift ideas online or at one of their brick and mortar locations across the country.
Toms Shoes: While we’re wearing and giving away comfortable socks, let’s cover them up with some amazing B Corp shoes. In fact, Toms has already donated 60 million shoes to children around the world. And for the Star Wars enthusiast in your life, look no further than Toms Star Wars collection because let’s be honest, who doesn’t need leather Darth Vader loafers in their life? Bedding
Leesa: 2019 Best for the World: Community honoree, Leesa donates a mattress to a shelter for every mattress sold, focusing on shelters that serve children and teenagers. If you’re shopping for a new mattress this year, take a look at their Legend series, a hypoallergenic mattress made with organic cotton and merino wool and recycled materials.
Green Avocado: Currently a member of one-percent for the Planet and going through B Corp certification process, Green Avocado started five years ago out of a need to break through the greenwashing to find a mattress that was truly non-toxic, and green, and all-natural. They can sell you everything from comfortable mattresses to the bed frame it sits on and the sheets that go on top of it.
Taos Ski Valley: Looking to surprise the family with the gift of a ski trip this winter? Look no further than Ski Taos. The first certified B Corp ski resort, they can handle everything from your accommodations to your lift passes. So grab your board and hit the slopes, sustainably.
Legacy Vacation Resorts: Further up the Rocky Mountains, in Steamboat Springs, Colorado, lies another B Corp resort to base your ski trip from. And if the snow isn’t your thing (or you’re trying to escape it for a few days), head to beautiful Florida, where Legacy has four different properties to choose from. Check out their specials here.
Badger Balm: A family-owned business in its second generation, Badger carefully sources every aspect of their product line, which offers everything from organic lip palms to all-natural bug repellents. Our pick is Badger’s Sore Muscle Soothing Gift Set, a combination of Ginger Deep Tissue Massage Oil, Sore Muscle Rub, and Sore Joint Rub.
BeautyCounter: A company that has a “Never List” of over 1,500 ingredients they will never use in their makeups, BeautyCounter believes that “beauty should be good for you.” Find holiday gifts for her and him on their website.
Ethique: With a goal of reducing the more than 80 million shampoo and conditioner bottles disposed of every year, Ethique makes soap-like bars of shampoo, conditioner, shaving cream, and you guessed it, soap. New Zealand’s highest-scoring B Corp bars are plastic-free, plant-based, cruelty-free and sustainable. They offer six different holiday gift bundles for under $29.
New Belgium Brewing: What’s not to love about a company that is 100 percent employee-owned, awards an anniversary bike to every employee after one year, and has been a sustainability leader in the brewing industry for over two decades? Oh, and they brew great beer! With locations in Fort Collins, CO and Asheville, NC, New Belgium are definitely worth supporting. Pick up a winter variety “Folly Pack” on the way to your next soiree and be the hit of the party!
Fetzer Vineyards: Celebrating 50 years of making great wines in Mendocino County, Fetzer has publicly reported their greenhouse gas emissions since 2005, treats their own process water, and is proud to be the first TRUE Zero Waste winery in the country. While you pick up that 12 pack of New Belgium, grab a bottle of their Valley Oaks Sweet Rosé for the non-beer drinkers on your list.
A to Z Wineworks: If Oregon wines are more your thing, A to Z offers an incredible selection of wines and was founded on the principle of “business should be conducted as if people and places matter.” From this five-time Best for the World honoree, let us recommend a bottle of 2016 The Essence of Oregon Pinot Noir, a blend selected to offer a darker profile perfect for those cold winter months.
Ad Victoriam loves being a B Corp. It is an integral part of our DNA and is a part of every decision we make as a business, but our mission continues.
From the customers we do business with to the suppliers we purchase from, and the benefits we offer, our status as a Certified B Corp serves as a mission lock for ensuring our purpose continues to guide us as we grow.
Measuring Our Mission’s Impact
At the end of 2018, we published our first Annual Impact Report (download it here). This was an end of year recap of the internal B Corp-driven KPIs we had set for ourselves. Fun things were included, too. Things like new female and/or underrepresented minority-owned vendors, and our volunteers of the year. The report also included our performance on everything from volunteer and pro bono hours to our diversity efforts in our workforce and hiring initiatives.
Our Inclusive Economy Challenge
As we were preparing to publish that first Impact Report, we were also completing our first year as a B Corp. We were now eligible to participate in B Lab’s (the non-profit that certifies B Corps) Inclusive Economy Challenge.
The IEC, as it is known, is designed to motivate companies to make further improvements in their pursuit of EDI (equality, diversity, and inclusion). Participating B Corps must set and accomplish at least three improvement goals in the EDI portion of the assessment. And our focus was clear, improve on our inclusive recruitment and hiring process, specifically by addressing two pressing needs we recognized in the challenge:
The company actively recruits through organizations or services that are designed for individuals from underrepresented populations.
The company conducts an analysis of job description language and job requirements to confirm or improve diversity, equity, and inclusion
AdVic Debuts the ‘Elevate’ Program
At the beginning of 2019, AdVic launched our new Elevate program. The first class of our new program was designed to teach all things Salesforce and consulting skills. It was comprised of three freshly minted graduates from the University of Georgia. After this experience, however, one thing was obvious, we didn’t attract any females. Of the resumes we collected, 47 of 55 were male. Of our first round interviews, 14 of 16 were male. We knew we could do better than that.
When we performed the post-mortem of our first undergraduate recruitment program, we knew we could do better. The IEC gave us the perfect opportunity to pilot solutions for recruiting a more diverse candidate pool. Using the two goals mentioned above, we honed in. AdVic reached out to Women in Technology’s UGA chapter to speak to them about careers in technology as a female, wife, and mom. We also rewrote our job posting to be more female-friendly. Research shows that “men apply for a job when they meet only 60 percent of the qualifications.” However, “women apply only if they meet 100 percent of them.”
‘Elevate’ Produces Positive Results
So far, the results of our Elevate program have been astounding. Our final round two interviews were made up of seven males and seven females. We extended offers to two females and three males and hired our first female member of Elevate. Since then, we have extended offers to our third and fourth Elevate class, made up of four females and three males.
It makes us proud to announce that we have successfully completed our first Inclusive Economy Challenge. We didn’t just check a box, we walked the walk. 2019 saw two females promoted to AdVic VP’s, and two females promoted to management positions. That represented 40 percent of internal promotions this year.
The Mission Continues
While we’re pleased with our progress, we know we can still have a lot to do – our mission continues. We have an ambitious goal to have a workforce that is 50 percent female and 30 percent URM (Unrepresented Minority) by 2025 and we have work to do. If we have learned one thing since becoming a B Corp, it is that the work is never done. There are always improvements to be made and areas to improve on, but it doesn’t stop us from taking a minute to celebrate our successful 2019 and completion of our first Inclusive Economy Challenge.
Where to go and what to do is on the minds of many people as they plan their trip to Dreamforce. Since planning is key to maximizing your experience, Ad Victoriam’s Salesforce® consultants recently put together some helpful tips for getting the most out of your upcoming Dreamforce 2019 experience. Now, our team has highlighted a few of the must-attend Dreamforce sessions they believe need to make a part of your schedule.
Description: Today, only 36 percent of organizations believe they provide a connected user experience across channels. The reason is the challenges they face in connecting disparate systems. Learn how MuleSoft® + Salesforce provides a more strategic approach to integration and enables a connected B2C experience across service, sales, marketing and more. Hear from Tyler Tanaka on how Pilot Flying J is building connected experiences with MuleSoft and Salesforce.
Speakers: – Allegra Margolis, Senior Manager, Product Marketing – Salesforce Go To Market – Salesforce – Tyler Tanaka, Sr. Director Marketing, Pilot Flying J
Description: To take full advantage of your CRM requires building integrations to connect to many back-office systems such as ERP. Join this demo-led session to learn how MuleSoft can help you integrate Salesforce faster and unlock the back office.
Speakers: – Ryan Hollander, Salesforce – Christine Ooley, Salesforce
Description: To build API products and participate in the API economy, organizations must take a logical, methodological, and proven approach to the journey. Join this session to learn the four-stage API strategy blueprint that MuleSoft, in partnership with ProgrammableWeb, has developed to help organizations start their API program and win in the API economy.
Speaker: – Matt McLarty, MuleSoft, a Salesforce Company
Description: Delivering a more unified, reliable, and connected commerce experience is more challenging than ever before, with an average eCommerce implementation requiring more than 10+ systems. In this session, discover how major corporations like Watchbox are accelerating their time to market and taking on the integration challenge using MuleSoft + Salesforce Commerce Cloud.
Speaker: – Allegra Margolis, Senior Manager, Product Marketing – Salesforce Go To Market, Salesforce
Description: Twenty years ago, business leaders saw the power of data analysis and taught themselves Excel. That gave them a competitive advantage over their peers. With the dawn of easy to use Augmented Analytics tools like Einstein Analytics, if you aren’t learning how to use them, someone else is going to beat you! Come see several examples of how a Salesforce Director and Analytics Specialist use analytics on a daily basis to transform the way their organization does business.
Speakers: – Edward Frey, Senior Director, Salesforce – Geoff Rothman, Enterprise Analytics & AI Solutions Engineer, Salesforce
That’s just a small taste of session topics at the upcoming Dreamforce 2019. You can search for all of the sessions by clicking here. And remember, Dreamforce has more than 2,700 sessions, which means there’s something for everyone, but a little preparation will go a long way.
Ad Victoriam’s consultants have been spending a lot of time interacting with many of the new features in Salesforce’s Winter ’20 Release, including some exciting updates made to Einstein Analytics, which we’re excited to share with you now.
AdVic Overview: Ability to control which leads to score.
Salesforce Description: Does your sales team need lead scores for only some leads? Tell Einstein to score only leads that contain certain values in lead fields. For example, if your sales team wants to score only leads from the communications industry, tell Einstein to include only those leads.
AdVic Overview: See only the contact data you have access to.
Salesforce Description: Opportunity Contact Role suggestions now respect the field-level security from the Contact object. Sales reps without access to contact fields, such as Email, Title, or Phone, no longer see those fields in the Einstein component or list views. Also, reps don’t see contact field values for contact records they don’t have access to. Lastly, when viewing the detail page for Opportunity Contact Role suggestions, contact fields don’t appear. To see the contact fields, navigate to the contact record.
AdVic Overview: See only the contact data you have access to.
Salesforce Description:Instead of filtering only on absolute field values, you can now filter on the value of one field compared to the value of another field or on a point in time. Make your filter logic more meaningful and relevant to your prediction question.
If you would like an overview of Einstein Analytics and see some of its exciting features in action, watch this video.
Ad Victoriam can help you join the thousands of companies that have implemented Salesforce Einstein Analytics technology to stay competitive. Learn more about leveraging successful business intelligence by browsing this blog, filling out the quick form below, or contacting us here to discuss our Salesforce consulting services.
Ad Victoriam also recently highlighted some Winter ‘20 Release upgrades for Salesforce’s Lightning Experience. Read more here.