5 Reasons Your Team Needs Salesforce Maps

5 Reasons Your Team Needs Salesforce Maps

Not aware of Salesforce Maps? In a nutshell, using Salesforce Maps allows sales reps to make more money at their desks or in the field. They can free up more time to sell by decreasing time spent planning, driving, and tracking field activities. Utilizing Salesforce Maps (formerly MapAnything) turns the Salesforce experience interactive by displaying all of your Salesforce data on a map. Your teams can easily visualize all of your accounts, log calls, send emails, and create new events/tasks directly from the map.

The Big Five

So if an all-encompassing data visualization, routing and scheduling, and optimized lead generation system is collectively missing from your sales process, here are five reasons that make Salesforce Maps integration – which Ad Victoriam is accredited for – a no-brainer for your team’s success.

1. Map-Based Visualization

Better understand hard-to-find data on a map-based interface and make location-driven decisions that drive productivity. Also, uncover new opportunities to produce revenue by seeing which accounts are nearby anchor accounts while planning a sales route.

2. Optimized Routing

When you have the ability to optimize routing, you can build and launch routes that cut down on windshield time, cross-town driving, and lower mileage or gas costs. In addition, you will ensure timely arrival to high-value prospects and customers, thus building robust pipelines using accurate prospect data and territory visualization.

3. Prioritized Scheduling

A seven-day schedule can be optimized with visits prioritized based on Einstein or Pardot scores, or potential revenue to spend the most time with the most valuable customers and prospects. From there, easily view the schedule via exchange-based calendars on mobile or desktop.

4. Lead Generation

With a Salesforce Maps integration, you have the ability to access necessary data to turbocharge your prospecting efforts and marketing campaigns. You also have the ability to fill schedule gaps with nearby opportunities and more.

5. Mobile Compatibility

While on the road, you can easily automate the admin processes, like check-in and check-out, via a mobile device. Additionally, your team can utilize voice command turn-by-turn directions and turn on real-time traffic alerts to safely maintain productivity.

Is extending the power of your sales and service professionals your challenge? Ad Victoriam’s certified consultants can integrate a Salesforce Maps intelligence solution for you starting today! Just fill out the form below, or click here and we’ll connect with you quickly!

 

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6 Top Salesforce Spring ‘20 Release Highlights

6 Top Salesforce Spring ’20 Release Highlights

Ready for spring? Salesforce is too, as their Spring ‘20 Release will be globally available on February 17, 2020.

To help get you ready for the Spring ‘20 Release, Ad Victoriam’s certified consultants have poured through the latest Salesforce innovations across mobile, industry solutions, content management, AI, and more to highlight six of the standout new features.

1. Run Flows Without Worrying About User Permissions with System Mode

AdVic Note: It’s taken a while, but this Ad Victoriam-suggested idea has finally been delivered by Salesforce. We’re excited about the possibilities here within screen flows!

Salesforce Overview: Normally, how a flow is launched determines whether the flow runs in the context of the user or the system. Now you can bypass the running user’s permissions by setting your flow to run in system context with sharing. The flow still respects org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories, but it ignores object permissions, field-level access, or other permissions of the running user.

Run Flows Without Worrying About User Permissions with System Mode

 

2. Display Questions Based on Participant Responses

AdVic Note: This gives your customers a better experience when filling out a survey. Less clicking between pages to get additional information.

Salesforce Overview: Choose which questions your participants view on a page. Based on how participants respond to the previous questions on a page, decide which questions they view next.

Display Questions Based on Participant Responses

 

3. Customize When Prompts Appear to Users

AdVic Note: Admins can now customize the onboarding experience for Users.

Salesforce Overview: Quickly change the amount of time to delay prompts. Decrease the global delay time to accelerate onboarding prompts or increase the delay to spread out announcements and updates. Ignore the global delay time to show a prompt when a page first loads or to show multiple prompts a day without changing the global delay time for all prompts.

Customize When Prompts Appear to Users - 1

To ignore the global delay time, check Show prompt when the page loads on the Schedule page when creating a prompt.

Customize When Prompts Appear to Users - 2

4. Assign Tasks to a Queue to Share Work Efficiently

AdVic Note: Ad Victoriam’s certified Salesforce consultants have collectively labeled this Spring ‘20 Release “a big one!”

Salesforce Overview: Let sales reps share their workload by setting up queues for tasks. Reps can assign tasks to their shared queues, and then individuals can take ownership of those tasks from the queue’s list view.

Assign Tasks to a Queue to Share Work Efficiently - 1

How: In Setup, enter Queues in the Quick Find box and then select Queues. From the Queues setup page, select New. Then, create a queue and assign Task as the supported object.

Display Questions Based on Participant Responses

5. Welcome to the New Salesforce Mobile App

AdVic Note: It’s always great to get an app update, but this Spring ‘20 Salesforce Mobile app update, in particular, offers some great admin customization options.

Salesforce Overview: The new Salesforce Mobile app is going prime time! The new app debuted in Winter ’20. In Spring ’20, all active Salesforce mobile app users, including Salesforce Classic and Lightning Experience users, get upgraded to the new Salesforce mobile app. Admins get access to more customization options. End users get an intuitive UI, faster performance, and familiar Lightning features that make switching between desktop and mobile easier than ever.

Welcome to the New Salesforce Mobile App

6. Update and Deploy Lightning Communities with ExperienceBundle

AdVic Note: This is a step in the right direction for deploying communities. Communities have often seemed to be overlooked when it comes to deploying because the Metadata is often lacking around the Community.

Salesforce Overview: The ExperienceBundle metadata type, which was previously available as a pilot program, is now generally available. ExperienceBundle provides human-readable, text-based representations of the different Experience Builder settings and site components, such as pages, branding sets, and themes. Whether it’s for your own org or you’re a consulting partner or ISV, quickly update and deploy Lightning communities using your preferred development tools, including Salesforce Extensions for VS Code, Salesforce CLI, Workbench, or your favorite IDE or text editor.

Update and Deploy Lightning Communities with ExperienceBundle

And if those AdVic team-chosen highlights from the Spring ’20 Release haven’t whet your appetite enough, you can see even more top new features for each product category in Salesforce’s library of demo videos, here.

If you need help implementing any of the Spring ’20 Releases, you need a partner with extensive knowledge, depth of experience, and proven customer success. The Ad Victoriam team is ready to help you figure out your needs now! Just fill out the form below, or click here.

 

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