Sales Cloud Transforms Sales Operations

Sales Cloud Transforms Sales Operations

Roam needed to improve control and management over multi-location meeting room bookings and reporting for their sales operations. Their current management software, Gather, and CRM, InfusionSoft, no longer offered enough flexibility or scalability. Roam needed to transform those legacy systems into a higher level of data visibility to keep pace with their growth.

Atlanta-based Roam, which offers work and meeting solutions in environments designed to facilitate productivity and inspiration, turned to Ad Victoriam Solutions’ certified Salesforce® consultants to do a deep dive and devise a custom solution to drastically improve their key operating procedures.

Ad Vic’s Sales Cloud Solution

Totally on-board with AdVic’s recommendation to implement a Salesforce Sales Cloud solution, integrating their legacy management software and CRM, Roam’s solution included numerous custom upgrades that now allowed them to:

  • Tailor Opportunities enabling team members to evaluate utilization and capacity.
  • Utilize Opportunity and Opportunity Item Levels to calculate charges and to trigger invoicing.
  • Program Utilization Tracker to monitor bookings and to avoid double bookings.
  • Collect contact data allowing for targeted marketing campaigns based on user preferences.
  • Execute marketing campaigns for tracking outreach effectiveness.
  • Create reports and dashboards to highlight bookings, revenue per room, utilization, and more.
  • Enable Chatter to help increase effective and efficient internal communications.

What It All Means

With Roam’s solution set, giving them the greater flexibility and scalability they desired, how, exactly, will they be working more efficiently?

  • They now have an extensive reporting structure providing visibility into booking details, including the number of hours each room is booked, popular days, the percentage rate of bookings per room, and overall room utilization.
  • The sales process is now automated decreasing manual intervention and increasing productivity.
  • Company-wide scheduling access drives booking speed, and customer satisfaction.
  • Enhanced contact data points allow for target marketing, impacting sales.
  • Now with 360-degree reports and dashboard positions, Roam is set for future growth.

If you would like to learn how AdVic has helped other companies with custom Salesforce solutions click here.

Ad Victoriam Solutions is a Salesforce partner, not just another vendor. We learn your business inside-out to provide a successful, long-term solution. Can we design your Salesforce solution? Just complete the form below to find out more, or click here. We’ll get right back to you!

 

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Outsourcing My Salesforce Implementation

Outsourcing My Salesforce Implementation

Here’s a question that might be keeping you up at night: Do I need to outsource my Salesforce® implementation?

And while there is no simple answer to that question, as a decision to outsource can be a strategic and tactical choice, the answer will most certainly be based on your own company’s internal structure, talent, and needs.

Outsourcing Considerations

Perhaps you are looking to reduce and control your operating expenses, improve company focus, gain access to expertise, or free internal resources for other purposes. And it may also be that the experienced resources within your company are hard to find or are just not available.

If, in the end, you decide that outsourcing your Salesforce implementation makes sense, the next – and most important question is, what should you be looking for in a Salesforce implementation partner?

Finding the Right Salesforce Consultant

So, your company has made its decision. It is ready to outsource a new Salesforce implementation or new integration to a certified Salesforce partner. How do you begin your search so that you find the “right fit” partner?

Finding that experienced partner doesn’t have to be the chore it may sound like if you set your sights on finding a Salesforce partner with qualifications in these four key areas:

Skill Set

Look for a certified team with expertise in custom development, integrations, system automation, data governance, reporting, and more – to implement any feature or functionality your company needs. You also want to feel confident that your team can be trained in best practice techniques by the partner so that you can become self-reliant with your Salesforce instance in the future.

Experience

While it may be true that members of your team have some Salesforce experience, and even have some Salesforce certifications to show, you want to find a partner with a wide range of industry and cloud computing experience and the intellectual toolbox to offer alternative perspectives proven to drive success metrics so you achieve more.

Accessibility

Find a partner – your consulting team – that is always available to support your needs, making it an awesome customer experience for you and one that also includes unique solutions. Remember, your project doesn’t stop because somebody goes on vacation.

Communication

It is vital that you and your partner agree on a level of communication out-of-the-gate so that nothing slips between the cracks since the bulk of the work is often being conducted outside your office. Insist on weekly scheduled calls and reports along with demos to keep you abreast of each milestone. You must know exactly how your project is progressing – you don’t want any surprises.


At Ad Victoriam Solutions, our team of experienced Salesforce consultants checks all the boxes outlined above… and more. Don’t take our word for it. Let our clients tell the story of our success. And when you’re ready to outsource your Salesforce implementation or new integration, we’re ready to speak with you today.

Here are just a few of the things our clients have said about working with Ad Victoriam:

“We could not have implemented Salesforce® without the help of Ad Victoriam Solutions. They are extremely responsive, knowledgeable and easy to work with. We will be working with them exclusively as we tailor our system to best fit our business model. Ad Victoriam Solutions is truly a first-class organization.”

Jeff D.
Environmental Services


“Being new to learning the Salesforce® software, Ad Victoriam Solutions is outstanding and goes above and beyond. Any question I have, they answer it and are more than happy to walk through the process. They are very responsive, professional and are always able to get what I need back in a timely manner. I can’t say enough good things about them!”

Nikole Brucker
FactorTrust

Read more of our client reviews here.

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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.

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.