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. 

 

 

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.

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.

Customer Loyalty Increases Revenue: Tools for Success

Customer Loyalty Salesforce Service Cloud

The clothing I purchased online was beautiful. Unfortunately, I ordered the wrong size. I wanted to return the shirts, but there was no return label inside the package. (Hmmm?) Strike one. I waited on customer service hold for about 8 minutes and was told they could only mail me a return label. (What?) Strike two. Waited two weeks, no label. After two more calls, I received it. (Ugh) Strike three. Simply including a return label in the package would have greatly improved my customer service experience. Will I be one of their loyal customers? Nope.

What is the difference between keeping your customers loyal and them flocking to your competition? Many studies conclude that it’s good customer service.

Customer Service that Increases Customer Loyalty

Good customer service is defined by the customer. It is not based on what we believe is good customer service, but instead based on what they perceive is good service. The good news, Salesforce Service Cloud can help improve your customer’s experiences based on actual consumer perceptions.

4 Common Customer Service ComplaintsSalesforce Service Cloud Tools
82% say that getting their issue resolved quickly is the number one factor to a great customer experience.  LivePerson

 

Case Escalation Rules. Today, we all want answers now, no one likes to wait. Case Escalation Rules ensure cases are addressed in a set time period and can even be based on the level of urgency. Rules can also be enabled to alert management of unresolved cases.
26% of consumers have experienced being transferred from agent to agent without any resolution of their problem.  2012 Global Customer Service Barometer

 

Case Queues. Segmentation of customers by issue, priority, and type is easy with case queues. Segmentation funnels each case to the customer service representative with the skill set to address the customers’ specific issue. This means, your customers won’t be frustrated by explaining their issue to multiple reps.
Consumers prefer assistance over the following channels: Phone (61%), email (60%), Live Chat (57%). eConsultancy

 

Live Chat. Live Chat facilitates speedy responses improving your customers experiences. And, it can provide information that speeds purchasing decisions. Best of all, Live Chat content syncs right into Service Cloud so agents don’t have to manually enter the data.
67% of users prefer self-service support, with 91% saying they would use a knowledge base. Zendesk

 

Knowledge Hub. Servicing customers where they want service is important. For those who prefer to research their own answers, a perfect self-serve option is Knowledge Hub. It is a library of articles and FAQ’s that provide best practice information along with ways to resolve common issues. It is an efficient self-serve option.

Fast, effective customer service, when and where your customers want it, improves customer service in the eyes of your customers. Consider what "good service" means to your customers. Then, develop a customer loyalty strategy that will keep your customers happy longer. For many industries, a long-term customer is worth 10 times their initial order. Reach out to a Certified Salesforce Service Cloud consultant to see if Service Cloud can help your business grow.