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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Tips for a Successful Salesforce Implementation

Tips for a Successful Salesforce Implementation

No two Salesforce implementation projects are the same. All are unique in their own way and to your business. Factors, such as business requirements, team composition, your expectation, methodology, and timeline, influence the project.

Fortunately, all Salesforce projects do share the same challenges, with no bias to project size or type. Because of this, it’s important to adhere to very strict internal project management and communication practices, ensuring you never lose sight of the primary project objective – implement a Salesforce Cloud or improve the current platform so it helps clients reach their business goals.

At Ad Victoriam Solutions (AdVic), we manage Salesforce® projects of all shapes and sizes – projects including complex integrations, use of third-party applications, technical or process refactoring, Salesforce implementations, and much more.

Based on our experience, here are just a few tips and tricks – suggested directly by AdVic consultants – that will help you maximize the success of your Salesforce project.

Define Your Salesforce Project Expectations

You would be surprised at how frequently we encounter projects that require further clarification surrounding client expectations. Every project, large or small, should have a few focused bullet-points aimed to define project success. This proves to be useful in an early conversation, helping all parties apply a laser focus to the project’s scope.

Document Your Current Business Processes

Arguably the most important phase of a project’s life cycle is the Discovery Phase. It’s a crucial time for your consulting partner to ask questions, learn about your business, and build a solution to eliminate your current pain-points – all within budget and scope. We find it very valuable when clients have their processes documented and pre-defined, as it reduces the time spent on Discovery and results in faster solutioning.

Download AdVic’s Free “Justifying the Need for a CRM” Worksheet

 

How to Convince Your Stakeholders It's Time to Get a CRM

Assign a Dedicated Point-of-Contact

On occasion, project challenges introduce themselves due to delays in client communication, our inability to gather requirements from subject matter experts, and less-than-expected stakeholder involvement. Introducing a dedicated client-side liaison is essential to eliminating these challenges, as well as playing an important part in confirming the project team’s technical solutions against business expectations.

Provide Samples Reports

Often an under-utilized resource, providing samples of business-critical reports helps a Technical Team validate the proposed solution’s design against your expected output. Be sure to take advantage of this by offering your Technical Team current-state reports or mocking up future-state sample reports so you get the reports you need.

Whether it’s a Salesforce implementation, enhancement, or integration project you are mulling over, let AdVic do the heavy lifting by addressing your complex challenges through our cloud, integration, and data expertise, leaving you to what you do best – servicing your customers. Let’s talk about your Salesforce project today!

 

Related Articles
Outsourcing My Salesforce Implementation
Finding the Right Salesforce Implementation Partner

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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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9 Steps to a Successful Salesforce Lightning Rollout

Salesforce Lightning Rollout Blog Image

It’s unlikely that you haven’t heard, but to be safe, here’s a reminder: the Salesforce Lightning rollout is starting in Winter ‘20. If that fact has left you bewildered (or starting to panic), let’s clarify a few things before we get to the 9 steps to a successful Lightning rollout:

First, know that with the Winter ‘20 release (which happens in October 2019) you will still get to control who gets access to Lightning in your Salesforce instance. That means, yes, Classic will still be accessible to your users. But the fact that Lightning will be turned on in all orgs also means that you shouldn’t ignore Lightning very much longer. It’s important to begin the transition to Lightning… today. Start by educating yourself – and your team – about what Lightning is and beginning to make a transition plan using the resources available to you.

Be sure to know… Salesforce is not forcing customers to switch to Lightning. However, the future of the Salesforce user experience and platform is Salesforce Lightning. Moving forward, that means all innovations will be in Lightning Experience, so it just makes good sense to get on-board fast.

Focus on These 9 Lightning Rollout Steps

Once you have committed to switching your company’s Salesforce org to Lightning Experience, it’s time to create a rollout plan. Sure, you’ll want to customize your plan based on your specific company’s goals – and bandwidth – but focus on these Salesforce-suggested steps to make your Lightning rollout a success:

1. Run the Readiness Check. Check the Lightning Readiness Report to see which profile is the readiest.

2. Pick a “Champion.” Elect someone on your staff who uses Salesforce the most and can offer recommendations to improve the experience.

3. Give Access to Your Champion. Create a permission set with the Lightning Experience User permission and assign it to your champion. Then turn on Lightning Experience.

4. Train Your Champion. Prepare your champion to work in Lightning and remember to resolve issues quickly. Remember Trailhead is a great resource for learning.

5. Give It a Week. Ask your champion to do their job in Lightning Experience for a week. (Important: Assure your champion there’s no risk as they can always switch back to Salesforce Classic).

6. Get Feedback. Get your champion’s input on what’s good and what needs attention.

7. Fix Priority Issues: Focus on business-stopping issues from your champion and the Readiness Report mentioned in Tip No. 1.

8. Demo & Go Live! Have a Salesforce Lightning rollout celebration by inviting everyone to watch a demo and learn the cool things they can now do with Lightning. Consider these ideas for generating some excitement. Then, grant everyone else with the same profile access to Lightning Experience.

9. Rinse and Repeat. Rinse and repeat with other profiles, working your way up to the most complex cases.

Bonus Tip: Once you have granted everyone access to the Lightning Experience, create a place where you can all work together. Create a “rollout” Chatter group and invite in all of your team members involved. Using Chatter, you can share files, collaborate in context, and share relevant updates with the whole team.

It’s Not All or Nothing

Remember, moving users to Lightning Experience does not have to be an all-or-nothing process. Consider implementing your rollout in phases, leveraging feedback from your Salesforce champions as you go. But do get started today! For more guidance, check out Salesforce’s Lightning Experience Transition Assistant.  You can also download their free guide, “Roll Out Lightning Experience to Your Company.

But, if after thinking about it all and you feel you need more guidance and consulting help with moving your org from Salesforce Classic to Lightning Experience, or implementing Salesforce with Lightning Experience for the first time, Ad Victoriam, recognized for our Masters Level expertise in Lightning by Salesforce, is ready to assist. Reach us, today.

 

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Finding the Right Salesforce Implementation Partner

Finding the Right Salesforce Implementation Partner

Klaussner Furniture Industries began their Salesforce implementation process with another partner but was unhappy with their progress.

Klaussner, one of the nation’s largest makers of home furniture, then turned to Ad Victoriam Solutions. Our proven industry knowledge and project experience provided them with a long-term scalable solution for their specific business needs.

Klaussner’s Business Challenge

Since Klaussner has nationally-based representatives, their processes were disjointed and difficult for them to manage. Their representatives were tracking their opportunity pipeline using an Excel spreadsheet fed into their IBM AS/400 legacy system.

The solution Klaussner desired was one central system to manage their teams with consistency in reporting to gain insight into sales performance.

Ad Victoriam’s Salesforce Solution

After a deep dive into their business, a technical roadmap was created. To successfully meet Klaussner’s goals, the Ad Victoriam consulting team implemented Salesforce Sales Cloud in the Lightning Experience and a Mobile solution that included:

  1. Building a lead conversion process verifying all leads, approving the lead to be a customer, then creating an associated opportunity.
  2. Custom-building an opportunity pipeline to measure what business they can expect from each opportunity. Analysis of which opportunities are likely to progress and which are less likely to result in revenue was included.
  3. Enabling Salesforce Mobile for reps to utilize remotely to capture data, and connected the data with a custom object. Data captured now details particular office visit aspects to analyze which aspects are valuable and impacting sales.
  4. Integrating Klaussner’s legacy IBM AS400 system with Salesforce Sales Cloud. That allowed for connecting back-end office data with leads, opportunities, and sales data.
  5. Designing a systematic roll-out process for the reps for each individual part of the system. This included hands-on scenario-based training, combined with homework assignments.
  6. Creating reports and dashboards to provide management with insights into system adoption, customer data, pipeline management, and store visits.
  7. Enabling and modifying Salesforce Chatter to manage the Klaussner’s service needs.

Above all, you want your Salesforce implementation to be done right the first time. Ad Victoriam’s nimble team of more than 70 certified professionals across the country can accelerate your business. We’ll do that by simplifying your complex problems through cloud, integration, and data expertise. In addition, we pride ourselves on forming deep relationships with clients that go beyond the initial project.

If you would like us to design a strategic technical roadmap to streamline your operations, accelerate your sales, and provide your business with a long-term scalable solution tailored to your specific business needs, contact us here, or fill out the quick form below. We can’t wait to talk to you!

 

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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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Why Your Business Needs a CRM

Why Your Business Needs a CRM

From revealing sales opportunities to tracking every single customer interaction, implementing a Customer Relationship Management platform (CRM) positions your business for real growth.

Why is a CRM Important?

At its core, CRM enables your business to deepen relationships with your customers, service users, colleagues, partners, and suppliers. You can see everything in one place. There's a simple, customizable dashboard that can show you your customer’s previous history with you. You will also see the status of their orders, any outstanding customer service issues, and much more.

Think of CRM as a tool that creates a 360° view of your customers.

CRM also helps you find new customers, win their business, and keep them happy by organizing customer and prospect information in a way that helps you build stronger relationships with them and grow your business faster.

CRM is Not Just for Sales Teams

A CRM platform implementation helps the sales team to better understand their sales pipeline. Sales managers can access reliable information about the progress of individual team members. Sales reps can spend more time selling and less time inputting data. Less time, means they’re more productivity!

But other departments in your company will benefit from a CRM, too.

For instance, marketing teams use CRM to make forecasting simpler and more accurate. Sales gets a clear vision of every opportunity or lead through a mapping of the whole customer journey from inquiry through to sale, with a better understanding of the sales pipeline. Marketing can then use that information to create email, social media, and advertising campaigns targeting your company’s leads.

Another department that benefits from a CRM implementation is Customer Service. Those teams can effectively track conversations across multiple channels. Perhaps a customer might raise an issue in one channel – say, Facebook, LinkedIn or Twitter – then Customer Service teams can switch to email, phone or live chat to resolve the issue in private.

Remember, without a common platform for customer interactions, communications can be missed or lost in a sea of information. That leads to an unsatisfactory response to a valued customer.

Additionally - and you may never have thought of this - but your HR department can also benefit from a CRM platform. It enables the team to accelerate recruitment, track employee performance, speed the on-boarding process, analyze resourcing needs, identify skills gaps, and support the staff retention targets.

What Else Can a CRM Do?

A CRM platform can also connect to other business apps that help you to further develop customer relationships. A CRM solution can also integrate with your other business tools, such as an ERP, EHR/EMR, document signing, and accounting and billing. Now, information flows freely, giving you a true 360° view of your customer.

Lastly, today's new generation of CRM platforms goes one step further with built-in intelligence. This automates administrative tasks, like data entry and lead or service case routing, so your teams can free up time for more valuable activities.

These automatically generated insights will help you understand your customers better. They will also predict how customers will feel and act so that you can prepare the right outreach.

Ad Victoriam’s team of consultants can show you how a Salesforce CRM platform implementation can change and grow with your company’s processes. That helps with efficiencies and will have an enormous impact on your company’s bottom line. Let's talk today! Just fill out the form below, or click here.

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MFA for Salesforce Users: How To

MultiFactor Authentication Salesforce

MFA (Multi-factor Authentication) is a security control that requires users to verify their identities by providing multiple pieces of evidence before gaining access to a device or application.

The difference between MFA and 2FA is that two-factor authentication always utilizes two factors to verify the user’s identity. Multi-factor authentication could involve two or more factors to verify the user’s identity. “Multi-factor” just means any number of factors greater than one.

Why is authentication important?
Authentication is important because it enables organizations to keep their networks secure by permitting only authenticated users (or processes) to access its protected resources, which may include computer systems, networks, databases, websites, and other network-based applications or services.

Why MFA or 2FA?

Sometimes MFA/2FA needs to be enabled for Salesforce® user accounts that need to be able to authenticate from multiple devices.

Luckily, it’s easy as long as you plan ahead and save the necessary information when first connecting.

These instructions are for a one-time password generator app, NOT Salesforce Authenticator. The two apps that were used for the screenshots in these instructions were Authy (on iOS, also available for Android) and Authenticator (a Chrome extension). Both are free and readily available, but lots of other options are available as well.

Read on for detailed instructions.

Step 1: Getting Your Key

The following instructions are for Salesforce specifically, but you should be able to follow the same basic process for other applications. The important part is to get the manual code (instead of using the QR code) and making sure you save it.

Once you click Connect, you may have to verify your identity via email or another method. Once that’s done, you should get a screen with a QR Code. Click the “I Can’t Scan the QR Code” link at the bottom of the page.

The next screen will give you your key. This is VERY important. This is your only chance to save this value. Copy it and paste it somewhere safe.

You must record the key when you first sign up for MFA. Once you close the window, there’s no way to get that value back. If this happens, you will have to disconnect/unauthorize the current authentication and generate a new key. Any devices authenticated with the previous key will no longer work and will need to be re-authenticated with the new key.

Go ahead and connect to the authenticator of your choice so you can complete the verification process. Otherwise, the code won’t be validated and you’ll have to start over.

Step 2: Connecting to an Authenticator

For Authy on iOS

Click “Add Account.”

Click “Enter key manually.” at the bottom of the screen so you can use the previously generated key.

Use the previously generated key. (Tip: Text or email the key to yourself, so you can copy and paste it in, instead of trying to enter it manually.)

Give the account a name, and you’re done!

You’re now connected. If you’ve previously connected to an authenticator using the same key on another device, this number should match the number on other devices.

For Authenticator Chrome Extension

Click the pencil...

… then + to add a new account.

Click “Manual Entry” so you can type in the previously generated key.

Enter a descriptive name for the Account and the key.

You’re now connected. If you’ve previously connected to an authenticator using the same key on another device, this number should match the number on other devices.

 

Does your company need help with authentication or to roll out an effective Salesforce implementation? Working with an experienced Salesforce Consulting partner – such as Ad Victoriam with a proven history of success – will help your company harness all of the power that Salesforce offers.

To learn how Ad Victoriam Salesforce Consultants can assure that your new Salesforce implementation will be a smooth success, connect with us 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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