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.
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.
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.
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.
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.
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.
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.
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!
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.
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!
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!
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.
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 firstname.lastname@example.org.
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.
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.
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!
To help get you ready for the Summer ‘20 Release, Ad Victoriam’s team of certified consultants have once again poured through the latest Salesforce innovations across mobile, industry solutions, content management, AI, and more to highlight seven of the standout new features.
AdVic Note: This allows Admins to bypass the need for a Process Builder that is only being utilized for triggering a Flow. This should help simplify some automation, by allowing more use cases of people migrating away from Workflow Rules.
Salesforce Overview:Creating or updating a record can now trigger a flow that performs actions such as sending an email after the changes are saved to the database. Use record-changed flows to perform after-save actions and make before-save updates. You can replace most of your workflows and record-change processes that you created in Process Builder.
AdVic Note: This allows Admins to control what is done in a Flow, without necessarily giving the User more permission outside of the context of the Flow. This should help with making Flows easier to deploy and less impactful to sharing/security rules in the system.
Salesforce Overview: Allow guest users to create or edit records they don’t have direct access to by setting your flow to run in the system context without sharing. Flows running with this setting ignore object-level security, field-level security, org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories.
AdVic Note:This will allow Admins to have a better experience when managing a Community. It will be easier to see the different pages being utilized and how they can customize them.
Salesforce Overview: The improved Community Pages Menu makes it easier to navigate to and edit your pages. Search for a page to see the folder where a page lives and select and edit the page directly from the search results.
AdVic Note: Admins can now set up assignments to be more dynamic and take into account status-based capacity for omnichannel. This will allow for a better implementation of Omnichannel.
Salesforce Overview: Measure agent capacity more accurately. Omni-Channel can now determine agent capacity based on the status of accepted work rather than the previous method of open tabs. If agents are unavailable, their work remains assigned, and reflected in their capacity, until the work is completed or reassigned.
AdVic Note: This is a great way to bring in more information to a page, and it now allows us to go another level deeper on the lookup relationship making it even more powerful!
Salesforce Overview: Now your agents can look up more information with fewer clicks. Agents can use the updated Related Record component to look up two levels of record relationships to get more context for their customers.
AdVic Note: Improves the debugging ability of Flow by allowing you to select a record and for you to rollback changes to the database so that you can continue to test with that same record.
Salesforce Overview:When you debug an auto-launched flow that saves changes to the database such as create records; you don’t have to revert those changes manually anymore. In Flow Builder, use rollback mode and let it save you the hassle. You can now use the debug option in Flow Builder for schedule-triggered flows. And the debug option includes the Lookup screen component so that you can set record variables more easily.
AdVic Note: This feature will give admins greater flexibility when customizing record pages allowing for an improved user interface experience.
Salesforce Overview: Dynamic Forms is the next step in the evolution of Lightning record pages. It adds the ability to configure record detail fields and sections inside the Lightning App Builder.
If you need help implementing any of the Summer ’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 click here.
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.
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.
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.
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.
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.
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).
Session: A Prescriptive Approach to Leading Organizations Through Change
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.
Session: Choosing the Right Business Model
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.
Session: Unlock the Back Office with MuleSoft and Salesforce
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.
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.
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:
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.
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.
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.
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.
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.
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.
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.
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, andEinsteinClouds by Salesforce. That successful experience led them to explore anotherSalesforce 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.
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 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.
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.
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”