Planning Your Salesforce Implementation

Salesforce Implementation Ad Victoriam

As you begin planning your new Salesforce implementation, you may have concerns about making the project a success. If you are on the fence about adding a consulting partner to guide you, start by considering the following questions:

  1. Does your company have an internal resource who will be your project champion? Will that person have the time and expertise to lead your Salesforce implementation?  
  2. Can your project champion (alongside your implementation team) develop the appropriate Salesforce features to solve your business needs?
  3. Do you have data cleansing or migration needs that your team has the skill set to address?
  4. If needed, is your team able to integrate your technologies (ERP or legacy system) with your Salesforce platform to create a 360-degree view of your data?  
  5. Does your implementation team have the knowledge and authority to make decisive and timely business decisions?

Do You Need a Salesforce Implementation Consultant?

If you decide that you don’t need a Salesforce implementation consultant, check out these top tips from our team.

If, on the other hand, you come to the conclusion you absolutely do require an outside consultant, we can help.

Ad Victoriam is a Salesforce Platinum Partner, which certifies that our team has the experience, skills, and ability to deliver innovative solutions. We have the resources that can begin your project within weeks, not months. We become fully engaged in your business and the project, provide weekly status calls and assist you with user adoption.

Remember, rolling out an effective Salesforce platform takes time and careful planning. Working with an experienced Salesforce partner - such as Ad Victoriam Solutions - will help your company harness all of the power that Salesforce offers.


To learn how Ad Victoriam consultants can assure that your new Salesforce implementation will be a smooth success, connect with us here or share your information below. 

 

 

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Tips for Salesforce Implementation Success

Tips for Salesforce Implementation Success

Thinking about implementing Salesforce or getting ready to kick off your project? Here are some of the top tips to keep in mind from our Ad Victoriam consultants. They have decades of experience implementing successful solutions to manufacturers, healthcare providers, retail chains, and more.

Subject Matter Experts

Start your project on the right foot. Gather your subject matter experts into one room for your Salesforce implementation discovery. They know the step by step process and specific actions needed to do their job better than your C-level and managers.

Full Transparency

Next, be sure to share all of your needs, issues, and concerns with your Salesforce implementation team. It’s important to do this during the discovery phase and throughout the project. This ensures the platform addresses all of your needs. Sharing early and not waiting till the end will help get you what you need by projects end. No concern is too small or too big!

User Acceptance Testing (UTA)

Make sure that the people who use the system on a daily basis are the ones testing it. Use the team members who will “live” in the system. Do not use the manager to test.

Plan for Go Live

Now, it’s time to go live, but it’s first important to understand each person’s part when preparing to go live with Salesforce. Establish a solid roll-out plan that includes status updates, testing, go-live dates and also a user adoption strategy so your org embraces the new system.

If after reviewing these tips you decide that you need guidance to make your Salesforce implementation a success, our Salesforce implementation consultants can help.

Ad Victoriam is recognized as a Salesforce Platinum partner. Our certified team has the experience, skills, and ability to deliver innovative solutions that meet your organization’s precise needs. Rolling out an effective Salesforce org takes time and careful planning. Working with an experienced partner – such as Ad Victoriam Solutions – can help your company harness all of the power that Salesforce offers.

To learn how Ad Victoriam consultants can assure that your new Salesforce implementation will be a smooth success, connect with us quickly at www.AdVictoriamSolutions.com.

 

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Ad Victoriam Named Salesforce Platinum Partner

Salesforce Platinum Partner Image

It is with pride that we announce that Ad Victoriam Solutions (AdVic) was named a Salesforce Platinum Partner. With this announcement, AdVic joins the ranks of only 97 firms worldwide, 48 firms in North America, and one of only 38 firms with a 5-Star Rating for Platinum Partner status.

Being named a Platinum Partner by Salesforce recognizes that AdVic has a highly skilled staff and an exceptional operational structure, which has allowed us to scale.

To attain Platinum Partner status, Salesforce evaluates its partners based on a Partner Value Score, or PVS. The PVS is based on three criteria measured over a period of 12 to 18 months:

  • Sales. The more sales a partner has, the more successful and experienced they are. Salesforce recognizes partners that have worked on a variety of accounts – including those from the non-profit sector – and understand the details of implementation.
  • Expertise. The number of certifications held by the partner’s employees is how expertise is judged. These not only include Sales Cloud and Service Cloud certifications, but also Platform Developers, App Builders, and Pardot Consultants.
  • Customer Satisfaction. Salesforce measures this area independently. They survey a partner’s past and current clients to determine who is providing the highest levels of support and service.

On being designated a Salesforce Platinum Partner, Ad Victoriam Solutions founder Jeff Jones remarked, “This announcement is really about two things, our incredibly capable team and our clients, both of whom are the catalyst for our continued growth. I am proud of our growth and look forward to partnering with more businesses as they look to implement and optimize their Salesforce platforms.”

To learn more about AdVic’s services and be advised by our “platinum” team, send us your information below.