Connecting Systems to Unlock Opportunities

Connecting Systems to Unlock Opportunities

When a company experiences rapid growth, often technology platforms are pushed beyond their original capability in an effort to keep pace. This can lead to a tangled web of disconnected systems and, in turn, disconnected processes and data. Twiddy & Company faced this exact situation and engaged Ad Victoriam to help them re-engineer their technology landscape and connect their systems. This successful collaboration has achieved Twiddy’s end goal – unlocking opportunity by creating an integrated view of their customers and gaining the important touchpoints they sought with their guests and homeowners.

The Twiddy Challenge

Twiddy & Company is a family-owned and operated vacation rental management company. They are located in the beautiful Outer Banks of North Carolina. They have been providing quality service and Southern hospitality for over 40 years. Specifically, Twiddy offers over 1,100 vacation rentals throughout the Outer Banks of North Carolina.

Twiddy’s technology challenge centered on having several separate legacy systems that each managed a specific aspect of the business. This forced the company to manually stitch together an aggregated view of their data. That consumed valuable analytical resources and causing loss of productivity. As a result, they were performing many manual processes to make their technology systems work together. This lengthened response times, created missed opportunities and made it harder to communicate efficiently with guests and owners.

The AdVic Solution

After a thorough analysis of Twiddy’s systems, challenges and detailed discussions of their end-state vision for a modern platform, the AdVic consulting team led the implementation of a complete Salesforce solution that included:

  • Salesforce’s Service Cloud and Marketing Cloud in Lightning Experience
  • Integrating Twiddy’s backend reservation system with Service Cloud to create an integrated view of all customer information in one central location
  • Replacing their email request/sales inquiry system with Service Cloud functionality
  • Configuration of objects to capture the required data for analysis
  • Custom-built reports and dashboards for quick access to actionable data
  • Providing end-user and admin training on system maintenance

“AdVic has been a wonderful thought partner. Their entire team has been extremely helpful. They listen to our problems, present solutions, and help us integrate our disparate systems into one comprehensive Salesforce ecosystem. We’re finally implementing what we’ve been dreaming of – one truly integrated technology platform to help us deliver best-in-class Southern hospitality.” Blake Stockslager, CIO, Twiddy & Company

Connected Systems Yield Results

So, with their newly implemented Salesforce system now operational, Twiddy is starting to see results. Marketing Cloud-enabled data segmentation has given them targeted messaging and campaign execution. That eliminated the need for sales to manually aggregate and clean the data. Twiddy has also been able to automate marketing campaigns through the use of Marketing Cloud Journeys, which frees up their marketing team to focus on new, high-value initiatives.

Other highlights of Twiddy’s new, integrated technology platform include:

  • Sales teams can now view and act on marketing campaign information within Sales Cloud making marketing history readily available
  • Data is now captured in new custom objects increasing data visibility and personalized marketing outreach
  • With newly installed Sales Manager Dashboards, sales reps can now view KPI’s so they can better manage and drive top event-related Opportunities.

Is your company not thriving the way you know it should? Are you trying to survive in a disconnected data systems world? Ad Victoriam’s certified Salesforce consultants are ready to remedy that for you. Let’s talk today!

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Lightning Strikes in the Salesforce Winter ’20 Release

Lightning Strikes in the Salesforce Winter '20 Release

Excitement spreads through Ad Victoriam when Salesforce releases new features! The Winter ’20 Release has numerous advances for its Lightning Experience, ones we can’t wait to dive into.

Ad Victoriam’s consultants have been spending a lot of time interacting with these features and we’re ready to share a few of the best new Lightning Winter ’20 Release features for a mix of skill sets – from End User to Senior Admin.

Access the Recycle Bin in Lightning Experience

AdVic Overview: To access the Recycle Bin you no longer have to switch to Salesforce Classic.

Salesforce Description: Access the Recycle Bin by selecting it in the App Launcher under All Items or personalizing your navigation bar. Or add the Recycle Bin tab for your org in the Lightning App Builder.

View Records by Topic on the Topic Detail Page

AdVic Overview: See all records with the same topic in one convenient list.

Salesforce Description: Click a topic from wherever you’re working to get to its detail page and view the records on the Related tab (see image below).

View Records by Topic on the Topic Detail Page

 

Navigate Directly to an App

AdVic Overview: Not only can you now navigate directly to an app, but you can construct app-specific links for bookmarking and sharing.

Salesforce Overview: Simply open an app in a new tab from the App Launcher and get an app’s URL. To construct an app-specific link for bookmarking or sharing, right-click the app from the App Launcher and copy its URL. Then, add the app context to the end of the URL. For example, to construct a link to an object record’s page in the app using the appDeveloperName, use this URL pattern: /lightning/app/standard__LightningSales/o/Case/home.

New Undo Link on the Delete Record Toast

AdVic Overview: Change your mind when deleting a record? You can now undo your deletion without going to the Recycle Bin.

Salesforce Description: Delete a record. Click the Undo link in the toast message at the top of your browser window (see image below).

New Undo Link on the Delete Record Toast

Lightning Scheduler: Multi-Resource and Concurrent Scheduling

AdVic Overview: Appointment scheduling just got a whole lot easier and efficient for several often-used scenarios.

Salesforce Description: Create a group of professionals for customer appointments with multi-resource scheduling, and optimize scheduling efficiency with concurrent scheduling.


To implement or migrate to Salesforce Lightning Experience, you need a partner with extensive knowledge, depth of experience, and proven customer success. Possessing those qualities are what earned Ad Victoriam our Salesforce Lightning Masters designation, and only a select few Salesforce Partners can say that. Let’s help you figure out your needs now!

 

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Why Business Users Love Salesforce Lightning

Why Business Users Love Salesforce Lightning

Truth be told, Salesforce® really built Lightning Experience for everyone, and that includes business users.

Whether you’re in Sales or Service, Lightning Experience helps Salesforce business users soar to the highest levels of productivity, with features like Kanban, Path and Guidance, Opportunity Workspace, Split View, mass inline edit in List View, Keyboard Shortcuts, Lightning Console Apps, and so much more.

Let’s take a look at a few of those features to see why so many business users are making the move to Salesforce Lightning Experience.

Kanban

Display records visually by switching to Kanban view on almost any List View. So any pipeline or organization workflow works. Drag records from one column to another. Easily edit or delete records directly from the Kanban view. Whether your teams are organizing opportunities, leads, contracts, campaigns, or custom objects like candidates in a hiring pipeline, you can use Kanban to sort and segment effortlessly.

With List View, you can seamlessly create and edit custom List Views to quickly find relevant data. See data faster with more intuitive List Views, and search on-the-fly for a specific List View. Visualize data with handy List View charts, or apply filters to slice the data as needed.

Salesforce Lightning Kanban
Example of Kanban All Opportunities List View

Einstein Search

Search in Lightning Experience just got a whole lot better. Get top results and records faster with Einstein Search. Find external content without ever leaving Salesforce. And with the latest capabilities like Typeahead, Pre-scoping, Spell Correction, and more, Lightning users are experiencing improved search performance by 30 percent.

With Typeahead, Salesforce knows what you’re searching for even before you’re done typing. Skip the search results page, and arrive at the right result, using only the first few characters typed. With Spell Correction, we’ll automatically fetch the spelling-corrected results — regardless of the occasional misspellings. And if you already know the type of information that you want, such as the cases that your service agents are working on, you can limit your search to a single object — to pare down results and get exactly what you need.

Lightning Dialer

Use phone features without ever leaving Salesforce. Make and receive calls, add notes, and log call information with ease — right where you work.

And you can also save time and effort by pre-recording voicemail messages with the latest Voicemail Drop-in Lightning Dialer. With one click, you can quickly leave one voicemail for a whole list of similar prospects. Simply record a message that you can “drop” on the list, and move on to the next call, saving time and effort.

Salesforce Stat: Because of features like Lightning Dialer, Lightning users are seeing 23 percent higher outbound call volume over Classic.

Integrated Email

You can send email from anywhere in Lightning Experience by adding the Send Email action to any activity-enabled object, including custom objects. Expand your email composer while writing an email; a larger screen makes it easier to see what you’re writing. And, feel free to navigate to another screen without fear. You won’t lose your email.

Now you can easily relate emails to multiple contacts, leads, and users, and to a single opportunity, campaign, case, account or person account.

Also, experience the power of Salesforce Lightning CRM right in Gmail. Lightning for Gmail is a brand-new, native integration between Salesforce CRM and Gmail that lets you see all of the contextual records related to each email, brings new apps into the Gmail side panel, and more. It’s the power of Lightning, now in Gmail.

Breeze through your daily correspondence. Whether it’s writing to prospects or customers, you can craft emails quicker with Lightning email templates. When you’re ready to send an email, pull up the template in Lightning for Gmail, and tweak the content as needed. You can even use Merge fields to include Salesforce record details.


Related:
Watch the on-demand webinar and demo on what to do before you switch to Salesforce Lightning.


Split View

Reps and agents can maintain context and visibility to a list while viewing a record in Split View (see example image below). Now users can work even more quickly with Split View, with a collapsible pane that keeps the List Views you need close at hand.

It’s great for call blitzes or servicing multiple cases. Split View is particularly useful for Inside Sales teams working a setlist of leads or follow-ups. It allows you to easily pullback in the List View without losing context to the records you are working.

Salesforce Lightning Split View

Salesforce Stat: Because of features like Split View, Lightning users are seeing a 23 percent improvement in time to close over Classic.

Path and Guidance

Path in Lightning Experience makes it easy for you to see the next steps to keep deals moving forward. Be guided along the steps of a process, such as working a fresh lead to successfully converting it to an opportunity. At each step, help your team succeed with step-specific Guidance and resources.

Now Path is available across nearly every object. For example, we’ve added Path to contracts and orders to visually highlight key fields and provide users with helpful links, policy information, and tips at each step. So it’s no longer just about guided selling.

Salesforce Stat: Because of features like Path and Guidance, Lightning users are seeing 22 percent higher conversion rates over Classic.

As we said earlier, Salesforce Lightning Experience was made for everyone, not just business users, and Ad Victoriam’s certified Salesforce consultants are anxious to help you upgrade to Lightning, or start from scratch with a brand new implementation. Reach us quickly by filling out the form below, or click here.

 

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