Benefits of the New CMS Patient Health Data Regulation

Benefits of the New CMS Patient Health Data Regulation

The Interoperability and Patient Access final rule (CMS-9115-F) requires healthcare providers and insurers to unlock patient health data from their various systems to drive interoperability and allow for the unimpeded data exchange across the entire healthcare ecosystem.

The overall benefits of a future state in which all patient health data is liberated will have an extraordinary impact on all healthcare practitioners and recipients. How will the new Patient Health Interoperability & Access regulation positively affect the healthcare delivery relationship? Here are a few benefits.

How Providers Will Benefit

  • It will give physicians, nurses, and all healthcare providers greater access to a much larger universe of information to improve acute treatment and long-term wellness programs.
  • The ability to integrate Electronic Health Records (EHR) with all patient touch points will provide a greater visualization of overall health and create greater patient engagement and satisfaction.
  • The diagnostic capability will be improved by the ability to query knowledge from greater datasets and allow for other advances like the application of AI technologies more effectively.
  • The cumulative effect will be more time to focus on patient care.

How Payers Will Benefit

  • Enabling the interoperability of patient data will lead to more efficient reimbursement processes under more uniform data sharing architecture.
  • It will improve member/payer engagement as members take more control of their healthcare requirements and payers can respond to those changes more efficiently.
  • The development of self-service web portals will be more patient-specific by understanding and taking into account patient history. Medical Passports can be enabled without compromising HIPAA privacy restrictions.
  • It will allow Payers a greater role in a member’s complete healthcare lifecycle process.

How Patients Will Benefit

  • It will put each individual in better charge of their Healthcare Lifecycle.
  • Enable coordination of personal health programs for both acute and long-term well-being.
  • Accelerate telemedicine to a more effective platform.
  • Create a better peace of mind for our own health destiny. After all, we are all patients!

Now let’s be clear, an undertaking such as this one (driving interoperability and allowing for the unimpeded data exchange across the entire healthcare ecosystem), with all its great potential waiting at the end of the process – as we outlined above – invariably presents a list of challenges. However, there is help.

Ad Victoriam’s Health Data Program offers a prescription for success. It provides a project framework with an organizational structure to align objectives, stimulate innovation, and to ensure the proper execution of a program strategy to realize the incredible opportunity that is presented. And as with every journey, it all begins with a first step. We encourage you to watch AdVic’s CMS Patient Health Data Regulation webinar series to get an overview of the new federal regulation, plus a deep dive into technology solutions for complying with the regulation.

CMS Patient Health Data Interoperability Webinar Series

Then, talk to our dedicated team to discuss the possibilities.

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Get the Most Out of Journey Builder with Marketing Cloud Connect

Get the Most Out of Journey Builder with Marketing Cloud Connect

Marketing Cloud is a very powerful Marketing Automation platform. Alone, it can do great things, but when you use Marketing Cloud Connect with Salesforce Sales Cloud or Service Cloud, you have just opened up a new range of automation options.

Marketing Cloud Connect gives marketers the ability to utilize the Standard and Custom Objects for Salesforce right within Marketing Cloud. Some of the top Use Cases for utilizing your Salesforce Data within Marketing Cloud are via the use of Journey Builder. Journey Builder within Marketing Cloud allows for amazing customization and automation of guided messaging and updates for the benefit of your target audiences.

Journey Builder Example Use Cases

Once you have connected your Marketing Cloud instance with Salesforce utilizing the Salesforce best practices seen here, you are set to fully utilize the Salesforce Journey specific activities and entry sources.

Pro Tip: If after you successfully set up the Connector to Salesforce within Marketing Cloud, and you do not see the Salesforce activities in the Journey Builder Canvas, submit a support ticket with Marketing Cloud support and they will enable it.

Salesforce Data for Journey Builder Entry Source
One of the biggest Use Cases for using Salesforce Data as a Journey starting entry source is for a Welcome Journey. Since Salesforce Data Entry looks for any new records created and or updated from Salesforce, it is a perfect trigger point to send newly created Leads down a series of welcome emails to introduce them to your story.

Salesforce Campaign Entry Source

Does your company use Salesforce Campaigns to drive marketing goals? The Salesforce Campaign Entry source for Journey builder will allow you to send newly created Campaign Members down a journey when they are created/or added to a specific Salesforce Campaign.

Define Entry Source

 

Decision Splits

Within Marketing Cloud Journey Canvas there are some very powerful flow controls and one that really helps tailor your journey to target specific leads or contacts is the Decision Split. When Marketing Cloud is connected to Salesforce, the Decision Splits have all new power to look at the related Objects based on your Journey Entry Source.

If you are sending new Leads created in Salesforce down a Welcome Journey, and you want to split the Leads into paths based on the live Lead Status in Salesforce, you can do so with the Contact Data > Salesforce Data.

Decision Splits

On the Decision Split, select the Contact Data Attribute and drill into the Salesforce Object you are looking to reference. Once on the Object, such as Lead, select the field to make decisions from. The Lead Status is a great field to send different emails based on their status in the sales path. Using Decision Splits to effectively route your subscribers down targeted paths is a great way to personalize their communication journey.

Decision Split

Sales and Service Cloud Journey Activities

Once Salesforce is connected to Marketing Cloud within the Journey Builder Canvas, you should see nine Sales and Service Cloud Activities. These Activities directly update or create records in Salesforce. These Activities are an extension of the workflow automation found within Salesforce and they leverage similar wizards to set up powerful automation options.

Sales and Service Cloud Journey Cloud Activities

Additionally, some of the Top Sales and Service Cloud Activities are the Task, Object Activity, and Campaign Member.

Task Activity
A top Use Case for the Task Activity is to use it to notify a Sales rep or Salesforce user to take action based on interaction within a Journey. For example, you can send a subscriber an email using the email send option in Journey Builder, then set up an Engagement Split to monitor if the subscriber opened or clicked on a certain call to action in the email. If the subscribers did click or open the email, you can place a Task Activity to create a Task in Salesforce on the Salesforce Record to have a sales rep give the contact a call to follow up on the sale.

Task Activity

Object Activity
The Salesforce Object Activity Journey Builder Activity allows marketers to create new Salesforce Objects right from a Journey Path. These Objects include Standard and Custom Objects. An example of how this could be impactful is that you could create a scoring system based on if a subscriber opens an email. Create a Custom Object to track points and create a point record on the Contact or Lead and use Salesforce to summarize these related records. There are many other Use Cases to create Salesforce Objects from marketing, and the possibilities are endless or maybe just limited to the Salesforce Objects you have.

Campaign Member Activity
Marketing Cloud does not have a native way to link Journeys together. However, insert Salesforce Connector and you instantly have the ability to add the Salesforce Activity: Campaign Member. When you add this Activity to a Journey Path, it allows you to create a Campaign Member and assign that subscriber to a Salesforce Campaign. You can then use the Salesforce Campaign Entry Source to send that newly created member down a new Journey, thus connecting Journeys for even more automation potential.

Campaign Member Activity

Looking to gain a competitive advantage over the competition through automation? Salesforce’s Marketing Cloud™ can benefit businesses of all shapes and sizes if correctly implemented into your organization, and Ad Victoriam’s certified consultants will skillfully guide your business through the entire implementation process. Let’s get to work today!

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Tips for a Successful Salesforce Implementation

Tips for a Successful Salesforce Implementation

No two Salesforce implementation projects are the same. All are unique in their own way and to your business. Factors, such as business requirements, team composition, your expectation, methodology, and timeline, influence the project.

Fortunately, all Salesforce projects do share the same challenges, with no bias to project size or type. Because of this, it’s important to adhere to very strict internal project management and communication practices, ensuring you never lose sight of the primary project objective – implement a Salesforce Cloud or improve the current platform so it helps clients reach their business goals.

At Ad Victoriam Solutions (AdVic), we manage Salesforce® projects of all shapes and sizes – projects including complex integrations, use of third-party applications, technical or process refactoring, Salesforce implementations, and much more.

Based on our experience, here are just a few tips and tricks – suggested directly by AdVic consultants – that will help you maximize the success of your Salesforce project.

Define Your Salesforce Project Expectations

You would be surprised at how frequently we encounter projects that require further clarification surrounding client expectations. Every project, large or small, should have a few focused bullet-points aimed to define project success. This proves to be useful in an early conversation, helping all parties apply a laser focus to the project’s scope.

Document Your Current Business Processes

Arguably the most important phase of a project’s life cycle is the Discovery Phase. It’s a crucial time for your consulting partner to ask questions, learn about your business, and build a solution to eliminate your current pain-points – all within budget and scope. We find it very valuable when clients have their processes documented and pre-defined, as it reduces the time spent on Discovery and results in faster solutioning.

Download AdVic’s Free “Justifying the Need for a CRM” Worksheet

 

How to Convince Your Stakeholders It's Time to Get a CRM

Assign a Dedicated Point-of-Contact

On occasion, project challenges introduce themselves due to delays in client communication, our inability to gather requirements from subject matter experts, and less-than-expected stakeholder involvement. Introducing a dedicated client-side liaison is essential to eliminating these challenges, as well as playing an important part in confirming the project team’s technical solutions against business expectations.

Provide Samples Reports

Often an under-utilized resource, providing samples of business-critical reports helps a Technical Team validate the proposed solution’s design against your expected output. Be sure to take advantage of this by offering your Technical Team current-state reports or mocking up future-state sample reports so you get the reports you need.

Whether it’s a Salesforce implementation, enhancement, or integration project you are mulling over, let AdVic do the heavy lifting by addressing your complex challenges through our cloud, integration, and data expertise, leaving you to what you do best – servicing your customers. Let’s talk about your Salesforce project today!

 

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Your Future Revenue: 6 Tips for Sales Pipeline Management

Your Future Revenue: 6 Tips for Sales Pipeline Management

There’s a lot that goes into sales pipeline management. After all, it’s your future revenue, so it pays to keep a careful watch over it. By regularly monitoring your pipeline, you ensure that it’s always stocked with fresh opportunities. When you take the time to identify and target your ideal customer, you’re practically guaranteed to get higher quality leads. And by finding new and different ways to enrich your lead records with trusted data to get key insights, you are gaining the opportunity to personalize the buying experience for customers with relevant messaging. As such, it’s important to remember to develop a plan for nurturing lower-scoring leads and developing a strategy for taking immediate action for high-scoring leads.

So, how can you keep your pipeline running smoothly to maintain a repeatable cycle of success? Here are six tips that will help you accomplish that goal.

1. Score the Right Leads

Want to accelerate your sales pipeline? Then evaluate your leads as soon as they come in. If a lead has a serious interest, an immediate need for your product or service, and that lead has the authorization to make decisions and allocate their company’s budget, that is, without question, a well-qualified, high-scoring lead and should be inputted into your pipeline immediately.

However, spending time on just any leads will not accelerate your sales pipeline. You need to be spending your time flushing out the right leads. When you do, you avoid clogging your pipeline with deals that simply are not ready for primetime. So, if you want to increase your forecasting accuracy, your goal should be to add qualified leads into your pipeline that are actually expected to move through the process.

2. Nurture Those ‘Not Ready’ Leads

Remember that all leads are not ready to buy, so you don’t clog up your pipeline. Make it a priority to create a separate list of casual browsers and those who you know don’t expect to make a purchase in the foreseeable future. Those are the clients that should be classified as leads to be nurtured. In the end, this will speed up your pipeline sales efforts as it allows your team to focus on the well-qualified leads.

3. Execute a Well-Defined Sales Process

Your business should identify potential pain points, obstacles that may prevent sales early in the sales process. Sales Managers need to commit the time and resources to discuss the pipeline with their teams in an effort to define a good sales process and gain incremental commitments.

4. Manage the Pipeline with CRM

Along with having a well-defined sales process, Sales Managers also need to carefully manage the pipeline, an activity which is more than simply looking at daily or weekly reports. The best Sales Managers are always asking themselves – and their teams, “What can I/we do differently today to win more deals?” For starters, they need to understand that sales pipeline management is much more than simply tracking numbers. Yes, sales pipeline tracking produces reports, but good sales pipeline management also allows sales departments to drill down into the numbers to see where their actions can accelerate the sales cycle. Customized CRM software, such as Salesforce’s Sales Cloud, is what is going to give Sales Managers easy access to that data, which in turn will allow them the necessary time to coach their teams and manage their company’s pipeline.

5. Coach Your Sales Team

Speaking of coaching the sales team, the best Sales Managers use CRM reports to understand and analyze data that gives them the information needed to coach. Remember, good sales coaching isn’t just a daily “rah, rah” speech. Good coaching is drilling down into your company’s CRM pipeline reports with your team and planning specific steps for each and every deal in your pipeline.

6. Where Possible, Automate

Once up and running with a CRM, take the time to look at the various stages of your pipeline and decide which tasks can and should be automated. Automating sales activities helps in both lead scoring and in improving the sales process, ensuring that leads are not ignored or forgotten.

Remember, accelerating the sales pipeline process is about knowing which leads to enter in the pipeline and which leads to nurture. Accelerating the sales process also means defining your company’s sales process, coaching your team, and managing your pipeline.

And last, but certainly not least, the other key to achieving the sales cycle speed you’re after is in finding time-saving ways – like implementing a custom CRM – to help your team have more face time with their customers.

At Ad Victoriam, our skilled team of Sales Cloud developers and consultants are experienced in cloud computing, CRM, and Salesforce solutions, delivering proven results to small and large sales teams in any industry. We are fully prepared to help you grow your business starting today. Let’s talk!

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Ensuring a Smooth Data Migration

Ensuring a Smooth Data Migration

Data migration can be a stressful and challenging process. The more complex your system is, and the longer you have been collecting data, the harder it can be to accurately understand, process, and transfer all of your essential business data. So, to ensure a smooth migration of your precious data to Salesforce®, you will want to make sure that you give your business a truly fresh start, and that means giving your data a deep cleaning.

Maybe you know your Contact List could use some cleaning up, or you need to remove companies that you are no longer associated with? You might also need to add new Leads to your existing data?

These can be some of the most frustrating and tedious steps on your way to CRM bliss. But they don’t have to be! Here are common issues AdVic encounters – and we fix – before starting any Salesforce migration project.

Emails

Salesforce is a great way to communicate with your contacts but to do so you need to have a way to reach them. Salesforce requires email addresses to be correctly formatted. If the email address is not in a recognized format, the whole record gets rejected. You could spend hours going through hundreds of thousands of records correcting email addresses. SQL data functions should be used to check for many data variations, like email addresses ending in periods, missing the “@” symbol, and excluding email addresses like no@email.com.

Phone Numbers

While Salesforce makes sure that email addresses are correctly formatted, you do not see as many issues with phone numbers. That’s mainly because there are so many ways to format a phone number, anything from (123)-456-7890 to 000-000-0000, with or without extensions, so Salesforce doesn’t typically reject a phone number. But there are ways to clean up fields and check for phone numbers you can’t reach, like ones with less than 10 digits, being all one number, and sequential phone numbers, like the example listed above.

Addresses

If you are like most companies, addresses are not one size fits all. From abbreviated states to full state names, a full address in one field, multiple fields for streets, and international addresses. We know this can be very challenging, but SQL functions can help with all of these issues. Using SQL, addresses can be standardized so they all are formatted the same. If you have states that are a mix of a full Georgia, GA, Alabama, and TN, they can be converted to be either full state names or the abbreviated name. When you have some addresses that are all capitalized and some that are not, those can be set to the address fields to the proper case or all capitalized letters for consistency. If you need to parse out your address to fit into Salesforce address fields, that can also be done. For example, if your address is 6525 Shiloh Rd., Suite D-300, Alpharetta, GA, 30005, then we would parse this into a street, suite, city, state, and zip code for an easy transition into Salesforce. Anything to make sure your contacts have reachable addresses.

Duplicate Contacts

Many of AdVic’s clients have sales representatives who maintain their own client contact information. When migrating those contacts into Salesforce, you could be dealing with multiple sales representatives with the same contact information and that’s a huge headache. De-duplication and merging functions can solve these issues. The best place to start is by determining what, based on your data points, identifies a record as a duplicate. Generally, this may be a combination of Name, Email, Phone Number, and/or Address. With deduplication, duplicates are identified and one record is kept. When merging, all duplicated records are combined into a single record, again based on the identification of what data is accurate.

So, remember, nearly every enterprise goes through a hectic data migration process at some point in its development. Just be sure to take the time to address the issues outlined above before you start. If you don’t, you are risking problems that can lead to slow user adoption at best, and major customer relationship issues at worst.

Ad Victoriam Solutions maximizes the top best data migration tools to facilitate a smooth and seamless data transfer to Salesforce. Since our consultants have decades of experience with many migration tools, they understand the complexities of migrations and are able to deliver the right solution for each business. Contact an AdVic Data Migration Specialist today!

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MuleSoft Digital CONNECT 2020 Highlights – Part 1

MuleSoft Digital CONNECT 2020 Highlights

Whether you’re new to MuleSoft® or a long-time customer, they delivered a packed agenda of inspiring and educational content for its MuleSoft Digital CONNECT conference. From learning how others in IT are leading through change, hearing insights from CIOs, architects, and developers across industries, and learning the latest on new product releases and upcoming innovation, there was something for everybody.

And in case you missed the sessions, the Ad Victoriam team captured some of the highlights and we’re thrilled to present them to you in our Part 1 below. You can read Part 2 here.

Keynote Highlights

With a theme centered around “Creating Connected Experiences Faster,” the MuleSoft Digital CONNECT for 2020 keynote had CMO Lindsey Irvine kick things off by talking about the global response to the COVID-19 pandemic, the focus on empowering your workforce, and she announced that MuleSoft was making a donation to the WHO (World Health Organization) COVID-19 Response Fund for every CONNECT attendee – up to $15,000.

Next, MuleSoft Founder Ross Mason (pictured, below) talked about innovating for the new normal by proclaiming, “All at once, here comes everybody (sales, marketing, customer service, support) – anyone who needs access to information needs access to it now and your organization – especially IT – needs to figure out how to unlock those digital assets and enable your people.”

He added a quote he’s recently taken a liking to: “When we go back to normal, normal isn’t going to be what it was like before.” He then outlined three challenges for companies in the “new normal”:

1. IT needs to become more “self-service.”
2. Remote workers need to get access to digital capabilities without help from IT.
3. Companies need a new model for innovation.

MuleSoft Founder Ross Mason - Digital is Now Imperative; You Need to Act fast

In addition, SVP of Product, Shaun Clowes, among other things, showcased how their Anypoint Platform makes application networks possible and also talked about three areas of key product investment for MuleSoft in the past year to help customers become more responsive, efficient, and resilient right now:

1. Global Marketplace for APIs and integrations partnerships
2. Developer Productivity (Accelerators, tutorials & docs, Knowledge Hub)
3. Expert Community (60 countries, 126 groups, 30,000 members)

The keynote wrapped with singer/songwriter John Legend performing solo on a piano from his home.

The Sessions

Session: Delivering Innovation Online and In-Stores with AnyPoint Platform

Highlights: Enabling omnichannel experiences with MuleSoft and Salesforce improves shopper engagement in several ways:

1. Connect Commerce Anywhere: Easily integrate eCommerce systems to core systems such as ERP, OMS, and POS with out-of-the-box connectors and integration templates.
2. Establish Omnichannel Connectivity: Deliver a consistent experience across all channels by enabling teams to self-serve from a repository of reusable APIs.
3. Scale Your Operations Resiliently: Operate on a secure and stable platform with 99.99% uptime that adapts to unpredictable traffic spikes.

Benefits to MuleSoft Users: Retailers can leverage an API-led porch to rapidly connect their front- and back-end applications that underpin their omnichannel initiatives. In addition, MuleSoft’s new Accelerator for Salesforce Commerce Cloud jumpstarts commerce projects three-times faster.

MuleSoft - Businesses Must Respond, Fast


Session: Anypoint Platform 101: Building APIs and Integrations on Anypoint Platform

Highlights: With Anypoint Platform you can:

1. Real-time view of orders
2. Unlock order data using system APIs that integrate data into Salesforce
3. Accelerate API development (fast to start, faster over time)

Benefits to MuleSoft Users: Anypoint Platform offers users the ability to build integrations faster with its easy-to-use drag and drop builder. You can also re-use existing APIs without coding, take advantage of simplified re-usable connections, and transform data with ease.

Benefits of MuleSoft's Anypoint Platform


Session: How to Measure the Value of Integration

Highlights: The Value of Integration

1. The only question that matters: Are we delivering value? Example: Using Anypoint Platform, API-led, and C4E your company saved XX hours of project and maintenance work over X years, saving $X in cost.
2. In today’s digital world it’s critical that you get integration right.
3. Organizations need to meet the demand for digital experiences to solve three fundamentals: Ensure business continuity; Empower their digital workforce with new ways of working; Use technology to power your transformation.

Benefits to MuleSoft Users: 1. Reducing costs (helping customers use fewer resources). 2. Improving productivity (doing more with the same people). 3. Increase revenue (bringing projects to market faster).

MuleSoft's Catalyst Methodology is Centered Around 3 Core Pillars


Session: A Prescriptive Approach to Leading Organizations Through Change

Highlights:

1. Achieving outcomes – a three-pronged approach for success (overcome challenges IT Face) – Outcome Driven, Timely Delivery, and Stakeholder Alignment.
2. Their approach to this: align with business outcomes, enabling org to achieve those outcomes, and delivering technology to begin building while also investing in a platform to drive longer-term value.
3. How to Achieve the Three Outcomes:

  • Business Outcomes. Making sure to have clear business objectives with KPIs, and key stakeholders onboard who are aligned around those KPIs.
  • Organizational Enablement. Effectively use the Anypoint Platform to achieve the defined business outcomes.
  • Technology Delivery. Being able to build right away, address that initial use case while investing in a platform to achieve longer-term value. This is referred to as balanced deployment – do this all at once.

Benefits to MuleSoft Users: Most tech companies don’t focus on all of this at once and they may fail. MuleSoft Catalyst helps projects be successful by supplying outcome-driven methodology, assets, and implementation. Their technical assets and implementation assistants – including API templates and industry accelerators – are all downloadable to make the project go faster. From planning for success to establishing a foundation to measuring impact. MuleSoft Catalyst Knowledge Hub also offers design guides, playbooks, and more – all based on best practices in the self-service portal.

What is MuleSoft Catalyst?


Session: Choosing the Right Business Model

Highlights:

Choosing the right business model begins with
1. Design an effective product for the client – the best way is to identify the business model. 2020 connectivity benchmark report- lots of info – SEE API BENEFITS – great stats.
2. How APIs and bus models interact
API business models, how APIs and Business Models interact, focuses on the business value.

Recipe for a business model – create, deliver, and capture value. APIs are the value exchange in the digital economy. The value exchange process is the real power of API. The business creates and delivers solutions that solve customers’ problems. It’s the product that solves problems which is the essence of the value exchange – from the business to the customer. Then the customer exchanges value (pays the business).

Benefits to MuleSoft Users: APIs are the value exchange in the digital economy – they get the data in the hands of those who need it affecting all areas of business and helps get people up and running faster.

MuleSoft - The Value of Exchange


Session: Unlock the Back Office with MuleSoft and Salesforce

Highlights:

1. Integrated data impacts the entire org – not just sales.
2. There are 900+ connected applications, with only 29% of those applications connected. As a result, many orgs turn to custom code which works quickly, but it’s hard to scale, difficult to maintain and strains IT.
3. Pains of disconnected systems – synchronization, lower productivity, incomplete reporting, and poor user experience. In addition to a primary pain point, ERPs connectivity as they are the backbone of businesses.

Benefits to MuleSoft Users: Solving this issue with front and back-office data sync to Salesforce so processes are then automated across systems. MuleSoft provides more than 200 integration templates for 5x faster integration. And also supports integration outside of Salesforce.

MuleSoft - Traditional Integration Approaches Can't Keep Up

As a certified MuleSoft Anypoint and Salesforce consulting partner, Ad Victoriam’s integration experts understand the complexities of enterprise integrations, both on-premise and in the cloud. We simplify complex integration scenarios, integrate disparate systems, and provide a scalable architecture that your business can grow with – whether or not you are using Salesforce. So, if you are ready to connect your systems, we’re ready to talk to you today.

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Manufacturer Gains Greater Business Control with B2B Commerce

Manufacturer Gains Greater Business Control with B2B Commerce

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

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

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

AdVic’s Challenge

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

AdVic’s Resolution

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

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

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

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

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

B2B Commerce: The Online Sales Advantage - Watch Our Webinar

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

 

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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.

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.

 

 

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

B2B Commerce: The Online Sales Advantage - Watch Our Webinar

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

 

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Earth Day: Walk It Like You Talk It

Earth Day: Walk It Like You Talk It

As we celebrate another Earth Day (April 22, 2020), we’re acknowledging that this Earth Day celebration comes during a unique time. As a majority of the planet stays at home to prevent the further spread of COVID-19, it seems that the earth is hitting a reset button. One – anonymous – quote we recently heard resonates with us: “The planet, like an angry parent, sent us to our rooms to think about what we’ve done.”

And amidst all the trials and tribulations of the past many weeks, some positive stories have also emerged. Everyday folks are helping to feed their community. Frontline hospital teams are working tirelessly to save lives. And there’s a new appreciation for folks that were underappreciated before. People like servers and cooks and sanitation workers and delivery men and women… And let’s not forget John Krasinski’s Some Good News!

But one other positive has emerged as everyone stays home, pollution levels have dropped significantly. Major European cities have seen a reduction of as much as 50 percent, and the northeast U.S. over 30 percent. In India, they are enjoying crisp blue skies and their lowest pollution levels in years. Their capital city, New Delhi, had previously registered pollution levels 8-20 times higher than what is deemed dangerous.

Our little blue planet is taking a deep breath this Earth Day. We hope this will remind governments, businesses, and everyday citizens to think about and implement, solutions to take care of our environment. With that in mind, we compiled a list of actionable things you can do to build your own ripple and limit your carbon footprint. We’ve also included the estimated amount of CO2 reduction, as estimated by scientists at Project Drawdown (and you can see the full list on their website).

Composting

According to Project Drawdown, in a landfill, biodegradable waste (fruits, veggies, leaves, grass, etc.), lacking the presence of oxygen, produces methane gas as it decomposes. Methane is 34 times more powerful (and bad for the climate) than carbon dioxide. Better yet, organic material is converted into stable soil carbon, which sequesters carbon and makes an excellent fertilizer. It is estimated that composting all of our biodegradable waste would eliminate two-three gigatons of CO2.  Why not start composting with these tips from Good Housekeeping?

Eating Habits: Add More Plants to Your Diet/Reduce Food Waste

Another easy to implement, at-home solution (and one of the biggest personal impacts we can make) is to simply eat more plants. In fact, if the entire world adopted a vegetarian diet, we could reduce “business as usual” carbon emissions by 63 percent, reducing and sequestering between 65-91 gigatons of CO2 over the next 30 years.

Additionally, buy what you need and eat what you buy. As a planet, we waste one-third of the food we raise and prepare. And this food ends up in the landfill and will generate roughly 90 gigatons of CO2 over the next thirty years. And according to Project Drawdown, “the food we waste is responsible for eight percent of global emissions.”

Recycling Paper

Did you know that paper can be recycled and reused five to seven times? Instead of using paper once and sending it to the landfill, and thus increasing the immediate need for more timber to make new paper, recycle it. If the world recycled just 75 percent of paper, estimates are that 1.1-1.95 gigatons of CO2 would be eliminated or sequestered over the next 30 years.

Around the House and Office

For those of you inspired to take it even a step further, there are a multitude of opportunities for home improvement projects that enable you to do your part to make the Earth happy!

For starters, you can follow our lead and install low-flow faucets, toilets, and showers in your home. Water has to be cleaned and heated, and then treated when it comes back as wastewater. This consumes energy and that contributes to climate change. Low-flow technologies can decrease water consumption by 45 percent. That alone could collectively eliminate an entire gigaton of CO2 over the next 30 years. At the very least, you get to do your part and save some money on your water bill!

Another easy way to help save both money and the planet is through the installation of a smart thermostat. It uses algorithms and sensors to “memorize your routines” and nudge users toward more efficient behavior.”

And if you’re feeling really ambitious and planning a remodel or a new home or office build, consider making it net-zero. Using a combination of daylighting, maximum insulation, electrochromic glass, solar panels, and advanced heating and cooling systems, it is indeed possible to have a building that is self-supporting. In Ad Victoriam’s home state of Georgia, we are happy to recommend Imery Construction Group, a fellow certified B Corp and expert at net-zero building and remodels.

Your Next Car: Points to Ponder

  • Here’s your fun fact of the day. There are now over one million electric vehicles on the road today.
  • A move to all-electric cars would save us 12-15 gigatons of CO2 over the next 30 years, whereas a move to hybrid vehicles would save us 4.5-7.5 gigatons.
  • So either way, consider a switch the next time you shop for a new car.

We hope you found this article useful and informative. And most of all, we hope it challenged you to rethink old habits. There is no problem too large to solve. Don’t sit on the sideline with your head in your hands. Don’t lament about the size and scope of the climate change challenge. Instead, understand you can help by playing your part. Start building your ripple of change now. And what else do you have to do this weekend that’s better than starting a compost pile and watching it rot, sustainably?

If you would like to learn more about how your company can become a Certified B Corp like Ad Victoriam, we invite you to contact us here.

Related Articles
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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.

 

Related Articles:
Remote Meeting Best Practices
How to Keep Your Remote Team Engaged and Productive in These Uncertain Times
Salesforce Chatter Best Practices for Remote Collaboration

 

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