Multi-Cloud Solution Accelerates Sales & Advances Service Delivery

Multi-Cloud Solution Accelerates Sales & Advances Service Delivery

When the nation’s premier commercial refrigeration equipment manufacturer contacted Ad Victoriam for their much-needed technology solution, they were looking to fulfill a strategic plan that would ensure that they could shore-up their existing marketplace gaps, gain 360-degree data visibility, automate tasks, and increase their competitive edge.

In addition, this manufacturer wanted a unified sales and service management platform that integrated with their ERP and a robust eCommerce system.

What they needed – and the AdVic consulting team implemented for them – was a multi-cloud Salesforce® system.

The Salesforce Multi-Cloud System Solution

Our client’s multi-cloud system solution consisted of Salesforce’s Sales Cloud™, Service Cloud™, B2B Commerce™, and Pardot™(for executing marketing initiatives), plus integration with their ERP, CTI, payment gateway system, tax calculator, and Google Analytics.

Here’s an overview of what AdVic’s Salesforce multi-cloud solution accomplished for this manufacturer:

Sales Cloud

  • Eliminated email tracking of asset warranties and quotations with an integrated system where all reps can now view and manage customer purchases, warranties, and quotations.
  • Developed efficient lead capture and tracking methodology illuminating the potential business opportunities previously lost due to process gaps. Opportunity time tracking was implemented, expediting the quotation to close the process.

Service Cloud

  • Unified service team and processes on Service Console, enhancing consistent and higher quality customer service based on real-time, comprehensive data.
  • CTI integration propelled repair call processing by triggering account information and Milestones for SLA’s, upon call connection.
  • Built custom components to expose contractor location through a visual map, speeding dispatching based on proximity.

B2B Commerce

  • Replaced the manual order entry process with the implementation of a fully branded, device-responsive eCommerce store to drive sales.

Benefits of a Multi-Cloud Solution

Developing a multi-cloud approach can be a huge benefit for many businesses that rely on the cloud for critical parts of their technology infrastructure. Here are just a few of the benefits of a multi-cloud strategy.

  • A unified 360-degree view of your customer.
  • Interact with your customers via their preferred channels.
  • Reach your customers when they want to be reached.
  • Gain insights about the products your customers are buying and how they want to purchase them in the future.
  • Adapt better to your customers’ needs.
  • Flexibility and scalability
  • Robust security

And when it comes to the Salesforce Clouds, the possibilities to integrate them are endless and less challenging than using piecemealed systems. For instance, you can launch different processes from different clouds, plus it’s much easier to have them talk to each other.

Ad Victoriam’s multi-cloud Salesforce implementation and integration consultants empower organizations with custom planning that gets you the most out of your full suite of business applications. Think a multi-cloud strategy will work for your business? Let’s find out! Simply fill out the brief form below, or contact us here.

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Related Cloud Solution Articles:

Sales Cloud Implementation Best Practices
Manufacturing Cloud Aligns Sales and Ops
Health Cloud: The New Payer Data Model

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How to Keep Your Remote Team Engaged and Productive in These Uncertain Times

How to Keep Your Remote Team Engaged and Productive in These Uncertain Times

From sporting events to conferences, the COVID-19 virus has disrupted life as we know it in a way unseen in over a generation. And these disruptions have carried over into business as well. With an overwhelming desire to keep our employees and their families safe, most offices are shuttered and workers across the country are utilizing technology to work from home. If you’re a manager at your company, this is a completely new concept that brings its own unique set of challenges. Here are some tips to effectively manage your remote team through this crisis.

Let Them Know You Are There for Them

These are scary times filled with uncertainty. Talk to each employee as a human being first. Each individual will have their own unique fears and challenges. Let them articulate these to you and let them know you hear them. If their children are out of school, let them know it’s OK to make time (and maybe some extra time) for having breakfast and lunch with their families or to take a walk to get out of the house. If they are scared or frustrated, let them get their feelings out.

Check-In Regularly

Think of all the touchpoints you have with your team during a traditional day in the office. At their desk, in the break room, filling up at the water cooler, a quick conversation in the hallway. Effective managers of remote teams replicate these touchpoints. Utilize GChat, Slack, or text messages to check in throughout the day. For your more extroverted employees, pick up the phone and let them talk.

Business as Kind-of-Usual

These times are unprecedented. But remote work isn’t much different than office work. Make things seem as usual as you can. Go forward with planned training, reviews, one-on-ones, and check-ins. In times of great uncertainty, your employees will be looking to you to provide some sense of normalcy and routine.

When the Smoke Clears …

If your staff didn’t work from home before, they are going to want to work from home at least some of the time after enjoying the benefits of remote work. It offers more flexibility for family time, errands, and working out. And when managed right, you’ll realize (as will your employees) that everything is in place to allow them to spend more time outside of the office. Be ready for this conversation and, if it works for your business, offer a more flexible office/remote work schedule.

 

One of the benefits of today’s technology is that it can help keep your teams connected even when they aren’t in the same physical location. This is especially important when it comes to collaborating and communicating across teams. Tools like the numerous cloud integration solutions Salesforce offers – and Ad Victoriam consultants can help you integrate – don’t replace face-to-face communication but they can develop a structure for staying engaged even as your workforce works remotely from home.

So, during these uncertain times, Ad Victoriam encourages you to not stop moving your business forward, because we aren’t, and we’re here to help you every step of the way.

The AdVic team hopes you and your loved ones remain safe and healthy.

 

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