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.

Related Articles
MuleSoft Digital CONNECT 2020 Highlights – Part 2
YANMAR Returns for a MuleSoft Integration

 

Subscribe in a reader

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.

Related Articles
AdVic Partnership: Not Just a One-Off Project

 

Subscribe in a reader

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

Related Articles:
The ABCs of B2B Commerce
B2B Commerce Solution Nets Significant ROI

 

Subscribe in a reader

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

Related Article
B2B Commerce Solution Nets Significant ROI

 

Subscribe in a reader

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
B Corp Reflections Two Years In
AdVic’s B Corp Mission Continues
The Gold Standard of CSR

 

Subscribe in a reader

B2B Commerce Solution Nets Significant ROI

B2B Commerce Solution Nets Significant ROI

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

AdVic Salesforce Consultants Love a Challenge

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

AdVic’s Resolution Led to Immediate ROI

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

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

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

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

B2B Commerce: The Online Sales Advantage - Watch Our Webinar

 

Related Articles
Connecting Systems to Unlock Opportunities
Sales Cloud Transforms Sales Operations
Salesforce Service Cloud Enriches Experiences

 

Subscribe in a reader

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

 

Subscribe in a reader

Opportunity Knocks: Making a Difference is Still Possible

Opportunity Knocks: Making a Difference is Still Possible

How to Volunteer, Get Involved, and Support Philanthropic Work During These Uncertain Times

By now, we’ve all set up our virtual offices, stocked our fridge and pantry. We’re all also doing our small part to social distance and limit the spread of the coronavirus. With over a week of isolation in the books for most of us, we’re adjusting to our new normal. And if you’re like us, this has meant a little less 24/7 news watching and a little more searching for the good in the world. That is something that has inspired and reassured us that positivity abounds around us.

So, with nowhere to go and nothing to do, why not be a part of the positivity? Making a difference might not be as easy as it was two or three weeks ago, but it is still possible. Here are three creative ways to get involved and support your community in times of need.

1. Volunteer In Person, at a Distance

Yes, you can still volunteer in person. Healthy, symptom-free volunteers are still needed across the country. Food banks, soup kitchens, and homeless shelters still have needy citizens to feed. And with schools closed and students who relied on free school lunches needing our help, along with a growing number of our most vulnerable members of society now needing assistance, this demand will continue to grow. Many non-profits still need volunteers to sort and distribute donations. With heightened sanitation measures and social distancing in place, you can show up and make sure everyone has food on their plate.

And if your health or living arrangements prevent you from wanting to go into public at all, consider some financial support for these organizations. While delayed, Amazon is still delivering. And if you’re homeschooling right now, what a great lesson to add to the curriculum. Sit down with your kids and fill up your Amazon cart together. Then have it delivered to your local shelter or food bank.

Lastly, if you’re in the Atlanta area, we recommend sending your man and woman power (or financial contributions) to Action Ministries and Hands On Atlanta.

2. Virtual Volunteering

For some industries, work has stopped completely. But much like the food banks and shelters that we discussed above, other nonprofits still have pressing needs. And when we come out of this, they will still be the folks on the front line addressing some of our world’s most pressing needs. And you can help many of them without leaving your shiny, new remote office.

Take a look at fellow B Corp CATCHAFIRE, who offers non-profit organizations the opportunity to list their project needs and then matches them with volunteers that have the skills to tackle those needs. On the first page of opportunities alone, we saw projects that ranged from providing Excel training to helping a non-profit develop their elevator pitch. Find a project that matches your skillset and sign up. You can also check out some creative ideas from Tom Moran, CEO of Teadora, for ways to volunteer from a distance.

3. When the Dust Settles, Support the Companies & Non-Profits that Stepped Up

In addition to the need to step up now to support local businesses by ordering takeout, buying gift cards, or even ordering locally made holiday presents a bit earlier than expected, we should use this crisis to show love and appreciation to the companies and employers that are stepping up for their communities and their team. In the B Corp world, we have a slogan: Vote Every Day. So, when the dust settles, we recommend that you vote for the companies that are making a difference in your community, like some of the examples listed below.

Locally, in the Atlanta, GA, area, we have seen the amazing folks at GoodrCo partner up with State Farm and the Atlanta Hawks. They have each sponsored pop-up grocery stores to ensure everyone has food on their plate. And recently, Atlanta-based Spanx went even further, providing funding for Goodr to be able to offer grocery delivery to families in need.

And throughout the country, companies are stepping up. Baltimore-based Under Armour donated over $1m to Feeding America. In Sioux Falls, SD, local restaurateur Mark Fonder has been using his facilities and supplies to feed hungry school children. Republic Restoratives Distillery and Compass Coffee, both out of Washington, D.C., have begun using their facilities to ramp up production of hand sanitizer. A CEO in Virginia is even foregoing his salary and providing each of his employees an extra $500 per paycheck to support his employees.

In these challenging times, there are always incredible beams of light to guide our path. All of us at Ad Victoriam hope this has given you some inspiration to be your own guiding light. Volunteer in person if you can. Volunteer remotely if you can. Celebrate and support those who are leading your community efforts. And most importantly, spread positivity! If you would like to reach out to us to discuss our B Corporation commitment and initiatives, click here.

Related B Corporation Articles from Ad Victoriam Solutions:

B Corp Reflections Two Years In
We’re a B Corp! Now What?
The Gold Standard of CSR

Subscribe in a reader

3 Ways to Unleash the Speed and Efficiency of Your Field Service Operation

3 Ways to Unleash the Speed and Efficiency of Your Field Service Operation

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.

Salesforce Gantt Chart

 

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.

 

Subscribe in a reader

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.

5 Reasons Your Team Needs Salesforce Maps

5 Reasons Your Team Needs Salesforce Maps

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!

 

Subscribe in a reader