Effectively Integrating an Automated Quotation Process

Effectively Integrating an Automated Quotation Process

Headquartered in Suwanee, GA, Control Southern has been helping manufacturing plants run better, faster, and smarter through automation and customized valve solutions since 1956. However, Control recently needed a solution of their own. They needed an effective integrated solution between Salesforce Sales Cloud, Salesforce CPQ and their ERP.

Control’s Salesforce Challenge

Control Southern was utilizing Salesforce Sales Cloud in Classic, Excel spreadsheets, and Phoenix Software alongside their ERP, IFS.

When Control used Phoenix to build their quotes, the quotes would sync with their ERP, independent of their Sales Cloud. As a result, their siloed systems required users to touch, reference, and manipulate multiple applications during their quotation process.

Realizing their dilemma, Control decided an automated quotation process that also integrated with their Sales Cloud and ERP would better serve their needs, processes, and customers. Thus the reason why Control turned to Ad Victoriam Solutions (AdVic) and a Salesforce CPQ solution.

In addition, Control wanted to convert from Salesforce Classic to the Salesforce Lightning Experience.

After a careful deep-dive into Controls’ current systems – and a complete understanding of their business and future needs – the AdVic team implemented a nine-point solution.

Salesforce Implementation & Integration Results

Since AdVic’s implementation and integration of Salesforce CPQ, Control’s connected databases and processes have drastically increased productivity through automation. The upgrade eliminated the users’ need to switch to multiple systems during the quote creation.

In addition, effectively integrating Control’s accounts, systems and their products with their ERP has unified their data increasing efficiencies. As a result, custom flows, automation, and minimal clicks have positively impacted their system usability.

Other positive results include:

The new quoting templates and quick action buttons have provided Control with clear, accurate quotes. The templates have also reduced quote related inquiries – increasing customer satisfaction – and has sped up the sales cycle process.

The ability for Control to visually adjust in the quote details, which has increased user-friendliness and, therefore, positively impacted user adoption and system utilization.

Custom filtering and data validation applied prior to data cross-platform sync, combined with approval processes, have increased Control’s data accuracy and integrity.

Want to experience the same kind of results Control Southern did with your Salesforce implementation or integration project?

Contact Ad Victoriam today to learn how our team of problem solvers can help your company seamlessly implement and integrate a custom solution to solve your unique set of challenges. Ad Victoriam treats our clients as partners, not a one-off project. We will dive deep into your business and your challenges to provide an innovative, scalable solution. Reach out to our solution team today.

 

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Rethink Your Approach to CRM Integration

Rethink Your Approach to CRM Integration

For a lot of businesses, their approach to technology comes in fits and starts. They’ll add one program but still be reliant on outdated or time-consuming processes for some essential piece of the day-to-day. Or they have a bunch of different tech pieces that have been purchased and integrated all at different times, making the whole system working together a really difficult hill to conquer. That messiness can extend not only to processes but to departments, too, where one area works with one approach but it doesn’t integrate seamlessly with another. And that can be a time waster and a frustration builder, but a customer relationship management (CRM) integration could solve all that.

It’s essential to think about integration, especially when it comes to a CRM. That forms the backbone of your business and is the place from which a lot of seamless, efficient processes take place. What does that look like? This graphic explains it.

Click CRM Image Below To Enlarge


Rethink Your Approach to CRM Integration

Via Salesforce

 

Did you know that Ad Victoriam Solutions, a Platinum Salesforce Partner, was just named a Top CRM Consultant?

Contact Ad Victoriam to learn how our team can help your company with a custom CRM integration solution.

 

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Anypoint Community Manager Builds Effective APIs

MuleSoft Anypoint Community Manager API

MuleSoft’s Anypoint Platform provides a powerful set of tools for building effective, modern APIs. The ability to rapidly define API specifications, re-use components, and govern access are core features of the Anypoint Platform that enable organizations to build effective, resilient APIs.

However, simply producing high-quality APIs is not enough to succeed in the API Economy. Organizations must also encourage consumption of their APIs by providing discoverability, self-service capabilities, and support. Modern APIs should be treated like products; each with its own lifecycle, adoption strategy, and clear focus on a target audience.

True to this vision of the modern API, MuleSoft has introduced Anypoint API Community Manager; a tool for building an API consumption ecosystem for your organization. Anypoint API Community Manager contains a highly valuable set of capabilities to drive API adoption:

  • Pre-defined portal templates allow API producers to rapidly create compelling user experiences around their APIs. These templates can be extended to provide API consumers with a pixel-perfect digital experience.
  • Interactive documentation features allow API consumers to rapidly gain working knowledge of your APIs through tutorials, code-snippets, and a callable API mocking service.
  • Developer forums, chat, and case management functionality enables your organization to provide direct service to API consumers and to build a peer-support network.

Most importantly, Anypoint API Community Manager enables your organization to measure the success of API adoption efforts with a powerful suite of Engagement Analytics tools. You can utilize a wide range of out-of-the-box metrics and dashboard components as well as create your own. These usage metrics can be used to define KPIs and iteratively improve API consumption.

Combined with MuleSoft’s tools for API development, deployment, and governance, the capabilities of Anypoint API Community Manager allows your organization to deliver on the promises of API-led connectivity; saving time and money, increased speed, and long-term agility.

 

About Ad Victoriam Solutions

Ad Victoriam Solutions is a certified MuleSoft partner that helps clients address on-premises, cloud and hybrid integration use cases with scale and ease of use. For assistance with your integration needs and challenges, complete the form below and our integration specialists will contact you. 

 

Why Attend MuleSoft Connect? Coupon Code Inside

MuleSoft CONNECT Atlanta

The Connected Era is Happening. Companies that don’t evolve, companies that don’t meaningfully connect with their customers, will be left behind.

Integrating your systems to connect your data puts business intelligence at your fingertips. It deepens your customer relationships and their experience with your brand. MuleSoft, one of the world’s leading integration platforms for building application networks, connects enterprise apps, data and devices across any cloud and on-premise. MuleSoft helps customers unlock valuable data from all of their systems—legacy IT software, cloud apps, mobile devices, and IoT.

Current and future MuleSoft customers are coming together at the MuleSoft CONNECT global integration conference in Atlanta next week. They’ll hear from expert speakers including Ross Mason, MuleSoft founder on Architecting for Innovation and Agility, as well as Frank Liberis, McDonald’s Former Global CIO on Leading IT Transformation.

Related: Check out a presentation from MuleSoft CONNECT 2018, Change Your Approach to Integration to Empower Digital Transformation, by Massimo Pizzini.

Here's just a few of the benefits of joining the upcoming conference in Atlanta:

  • Breakout tracks tailored to your MuleSoft journey
  • Hands-on demos and an interactive developer zone
  • On-site training and certification opportunities
  • Networking with experts in cloud, APIs, microservices, IoT and security

Hear first-hand from customers on how they are building application network and accelerating innovation.

Whether you are evaluating MuleSoft or you are a long-time customer, join us to learn how leading brands are accelerating innovation using Anypoint Platform™.  Ad Victoriam, a MuleSoft CONNECT Silver Sponsor and MuleSoft Partner, is happy to extend our sponsor code for 30% off your registration: CONNECT-ATL-30.

Register today and be sure to stop by the Ad Victoriam Solutions booth on the expo floor.

 

Ad Victoriam Joins the MuleSoft Partner Program

Ad Victoriam Solutions to Provide Anypoint Platform Consulting to Support
Connecting Applications and Data in the Cloud and On-Premises

 

ATLANTA, GEORGIA – (April 4, 2019) – Ad Victoriam Solutions (AdVic) today announced its partnership with MuleSoft to provide consulting services for MuleSoft’s Anypoint Platform™. Anypoint Platform unlocks the power of API-led connectivity, enabling organizations to connect apps, data and devices more rapidly and efficiently.

MuleSoft provides the leading platform for building application networks. Ad Victoriam Solutions’ implementation expertise and industry knowledge, coupled with MuleSoft’s technology, gives clients the support and tools they need to harness the rapidly growing number of apps and data sources. With Anypoint Platform, organizations can unlock new revenue channels, improve customer experiences and drive innovation.

Ad Victoriam consultants have decades of experience with B2B and B2C businesses undergoing change – expansion, acquisition, merger, and growth – who lacked the information system infrastructure to scale and transform. Ad Victoriam leverages its deep knowledge of MuleSoft’s Anypoint Platform™ to help businesses achieve API-led connectivity, beginning with design and architecture through implementation to create a central application network that manages the entire API lifecycle.

“We are proud of our incredibly capable team who enabled us to now be recognized as a certified MuleSoft partner,” said Eric Phillips, Chief Information Officer, Ad Victoriam Solutions. “In earning this designation, we join the ranks of MuleSoft’s partner ecosystem in North America, and one of only 12 who are also a certified Salesforce partner. I am proud of our growth and look forward to supporting more businesses as they look to scale and transform.”

“With the explosion of disparate technologies today, connecting them all quickly and efficiently is the key to gaining a competitive edge. Through its partnership with MuleSoft, Ad Victoriam is enabling its customers to create a dynamic application network to achieve their goals and accelerate their pace of business,” said Brent Hayward, senior vice president of global channels and alliances, MuleSoft. “We’re pleased to welcome Ad Victoriam into MuleSoft’s partner ecosystem and look forward to working together to deliver significant business impact to our mutual customers.”

As a MuleSoft Partner, Ad Victoriam helps clients address on-premises, cloud and hybrid integration use cases with scale and ease of use.

About Anypoint Platform

MuleSoft’s Anypoint Platform™ is a leading application network platform. It allows organizations to create composite applications that connect apps, data, and devices through API-led connectivity to form a flexible application network. Anypoint Platform is a unified, single solution for iPaaS and full lifecycle API management, both on-premises and in the cloud.

About Ad Victoriam Solutions

Ad Victoriam is a certified MuleSoft and Salesforce Partner who provides mission-critical consulting services, from strategy through implementation. Our nimble team of professionals accelerate businesses by solving complex problems through cloud, data, and integration expertise. As a certified B Corp, we put purpose over profits, and have made a strong commitment to community.

 

MuleSoft is a registered trademark of MuleSoft, Inc., a Salesforce company. All other marks are those of respective owners.

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The Internet of Things and the Third Wave

Abstract fractal waves, lights and abstract design elements: AVS Integration Blog

The major technological periods in history have often come in waves – from the Stone Age to the Industrial Revolution to the Space Age.

In more modern times, the First Wave (machine to person) occurred with the use of mainframe computer systems for operations management. The Second Wave (person to person) was ushered in with the rise of smartphones and social Internet. We are now poised to enter the Third Wave (machine to machine) with the Internet of Things (IoT).

What does IoT mean for you? It means that items we may have only dreamed of can become reality.  Items once thought as “dumb” – like our homes or our cars – become connected and through that connection, smart.

Here’s a timeline of what your daily routine might look like in the Third Wave:

6am- Your alarm chimes. You exit bed and walk to the bathroom. Since it’s a workday, your presence and time indicates your shower to turn on.

6:05am- Your bed determines that you’re starting your day and instructs the coffee pot to brew. Your thermostat adjusts to make you comfortable downstairs.

6:45am- While you’re drinking coffee, your house reads you the paper. Upon learning the weather is cold, you ask your house to start your car because it’s too cold to walk.

7:00am- Ready to leave, your garage opens and the car—a comfortable 74º F—pulls out automatically.

7:02am- Your watch notifies you that you forgot your medicine, so you run back to the front door and touch the lock, which unlocks and turns off the alarm thanks to biometrics. Medicine in hand, you shut the door and leave—the house automatically locks and sets the alarm.

7:15am- Your normal route to work is congested, so your GPS automatically re-routes. This route takes you past your normal grocery store. Your refrigerator notices this and sends you a notification that you’re out of milk and you defer the notification for later.

7:25-11:55am- Work is relatively uneventful—you receive several notifications from customer machines about low supplies. You double check and ensure that the technicians have already confirmed their supply shipments.

12:00pm- You take your medication at lunch. By placing a finger on your biometrically secure pill dispensation unit (TAD) you receive a dosage.

5:00pm- On your way home from work, you reroute and stop at the hospital to see your newborn niece. Since your niece was premature, she is connected to a Suck-Swallow-Breathe sensor, collects all of the data about how she is feeding. The data indicates that she will be able to leave the hospital without a feeding tube in the next few days. You add this date to your calendar via your watch.

5:25pm- To your surprise, when you glance at your sister, you notice she’s not hooked to the machines in her room—they’re all reading her vitals wirelessly.

5:45pm- To satisfy your refrigerator, you make a stop at the store for milk and dinner on your way home. At the register, you have your watch tell the house turn your oven on to preheat. Also, you pay at the register by placing a finger on the fingerprint reader and confirm the charge.

5:47pm- Your car notifies you that it will take you 10 minutes to arrive home. Your house responds by adjusting your lighting and the temperature. Upon pulling into the driveway, your garage opens and your car pulls into the garage as you walk to your door. Your car docks itself, begins charging and runs a diagnostic of the car’s operating systems, which is sent to its manufacturer and your mechanic.

10:00pm- The house receives notification that your car needs maintenance; however, your house determines you’ve fallen asleep. It, therefore, defers the notification until morning and schedules a car service to pick you up for work so a technician can work on your car.

To learn more about what we could expect from the third wave, continue reading in our article: Welcome to the Third Wave.

Within the next decade, you should expect all of these things to be widely accepted parts of society. As the Third Wave of technology crests, ensure that your company keeps up, contact our innovative IoT solutions specialists at Ad Victoriam Solutions.

SteelBrick Acquired by Salesforce

SteelBrick Acquired by Salesforce

It has been rumored for some time that Salesforce was considering acquiring SteelBrick, a company specializing in automated quote-to-cash software for businesses. Salesforce made the announcement at the end of 2015 that these rumors were true, and the company agreed to purchase SteelBrick for over $300 million.

SteelBrick is a company dedicated to efficient and automated management of business procedures such as managing invoices, billing, pricing and quoting for potential buyers. Salesforce has been a prominent investor in SteelBrick over the past few years, and SteelBrick’s quote-to-cash software was built on the Salesforce1 platform. The acquisition means that users are no longer required to leave the Sales Cloud to use applications designed to help in the sales department.

In addition, SteelBrick’s software is compatible with Lightening. Lightening is Salesforce’s new interface, which allows users to customize their Salesforce1 apps, build completely new apps and improve overall productivity and decision-making in the business world. This feature works across the spectrum of Salesforce supported apps, software and programs.

Prior to this acquisition, the Salesforce Sales Cloud lacked the internal technology to offer businesses the quote-to-cash area of automation in which SteelBrick specializes. Salesforce has formerly left these actions up to other partners, which has been the reason behind other similar acquisitions made by the cloud-computing giant. Because of this, Forbes states, “It is highly possible that Salesforce may repackage SteelBrick’s services into its Sales Cloud in its quest to becoming a one-stop shop for all things CRM,” thus increasing the Sales Cloud’s ease of use more than ever.

Want to use this new technology for your business’s advantage? Contact us today for more information about how we can make the changing world of technology work for you.

2015: The Year of Big Data Analytics

Big Data Analytics

This year has been full of ups and downs, with many looking forward to a brand new start those New Year’s promises. One thing that’s clear: it has been a big year for “big data.” Big data analytics and enterprise solutions have reached new heights in helping businesses run smoothly and efficiently, employing the newest technology for optimal big data storage, security and usage.

Here, we’ll take a quick and dirty look at some of big data’s largest strides in 2015.

The Internet of Things

If 2015 has brought us anything, it’s an abiding affinity for Internet of Things devices: wearable, portable, connected devices that allow individuals to access the Internet anywhere. This translates to those device holders receiving and sending data at a significantly increased pace, giving companies significantly more data to deal with. Big data has had to evolve in order to make sense of this IoT data and make it useful for businesses. Big data analytics and cloud computing are key to making sense of the every-growing wave of IOT data. While the utilization of IoT data is still in the early stages, 2016 promises new software and technologies equipped to handle the ever-growing Internet of Things.

Organization

Not only has this year brought more data, it has given businesses – both big and small – more and better options for organizing big data into useful information to spur on company growth. This is due, in part, to the growing influence of cloud computing and a growing number of software platforms that utilize that power. This software possesses the ability to express a business’s big data information across differing applications and software, making that data more accessible and readily available.

Recognition

Perhaps the largest leap for big data in 2015 has been its increased recognition as a legitimate source of helpful information for businesses. More and more businesses are investing their assets into the collection and analyzing of big data to reach company goals and maximize efficiency.

With further growth in security, faster data collection, and consumer personalization/satisfaction, big data has spent 2015 becoming the key to success for many businesses. As for 2016, the only way to go is up!

Want to increase your business’s utilization of big data analytics? Ad Victoriam Solutions has exactly the expertise you need to get your data working for you! Contact us to learn more about how we can help you succeed.

Why Communication is Key: Integrating Your Data

Why Communication is Key: Integrating Your Data

Your business uses many applications and software already to bring in useful data to grow and better serve your customers. These applications, though they can be very different, can also work together to bring you even more success in learning your market, expanding your business, and making sense of the mountain of data. All of this is done through integrating your data.

According to IBM, data integration is the process of combining “data from disparate sources into meaningful and valuable information.” The data gathered from one application can easily be translated to any other application instantly, connecting all of the software your business uses with one another in a way that keeps up with how businesses work in this day and age.

Faster Access

By utilizing data integration, every bit of data your business receives on a daily basis is available on all platforms instantly, eliminating the hassle of switching back and forth to view, analyze, and act on the data collected.

Faster Decision-Making

With the implementation of data integration, and the faster access mentioned above, comes the ability to make business decisions many times faster than was previously possible, letting businesses stay up to date with their market. Data that is integrated and viewable from all sources also offers a more holistic view of your business, allowing decisions to be made based on the whole picture – not just a piece of the pie.

Faster Adjustments

When one piece of data changes within one application, businesses no longer have to enter other enterprise applications to change the data manually. With data integration, these changes and adjustments can be taken care of in moments, making faster turnaround for your business the new reality.

Many say that the first step to efficient data integration is realizing its high importance in the business world. Luckily, Ad Victoriam Solutions offers many data integration options to help your business keep track of its data and maintain beneficial communication between applications. Contact us to find out how we can help your systems and applications communicate better.

The Salesforce® Login Flow Cheat Sheet

What happens when you’re trying to get Login Flow to work properly for your business, but it keeps failing even after re-checking the in/output value of variables, user security level and everything else? David Litton, our brilliant Solution Architect, recently discussed fixes for the issues that can arise when creating your company’s Login Flow.

Have you run into a roadblock with getting Login Flow to do what you want? Chances are you’ve forgotten that Salesforce® won’t let you use your own naming convention.

Login Flows can be used for the following:

  • Messaging Alerts
  • User Access Authentication
  • Training
  • Cleaning Data

As David talks about in his Salesforce® Sidekick blog, Login Flow has numerous variables that can be used to accomplish these functions. These include:

  • LoginFlow_LoginType – This variable allows you to designate a user type for Flow/Org.
  • LoginFlow_IpAddress – This variable acts as a user’s IP address. Through this variable, you have the power to delegate an IP address for a user, profile and other user-related fields.
  • LoginFlow_UserAgent – This variable stands as the user’s browser string. It also allows you to keep users from using Internet Explorer to log into your Org.
  • LoginFlow_Platform – This variable shows you what kind of system (i.e. Mac OSX) your users are logging in from.
  • LoginFlow_Application – Similar to the above variable; however, it shows what kind of device your users log in from (i.e. iPhone, tablet, desktop, etc.) so that you’ll know what finish location to relocate them to.
  • LoginFlow_Community – This variable shows what Community your user is currently in, if applicable.
  • LoginFlow_SessionLevel – This variable is responsible for security and either works in high or standard assurance.
  • LoginFlow_UserId – This variable functions to display character IDs (up to 18 characters long) and also allows you to Lookup your user(s) and search the system to find similar fields.

Salesforce® can be an important addition to your business, IF you know how to make it work for you.

Contact David Litton and the Salesforce® pros at Ad Victoriam Solutions for assistance. In the meantime, you can also continue browsing our blog.