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. 

 

 

Salesforce Implementation Supports Homeless

Salesforce Implementation Supports the Homeless

A Salesforce user since 2010, The Interfaith Hospitality Network of Athens, Inc. (IHNA), an affiliate of Family Promise, is a non-profit organization with 1,000 volunteers. Their sole purpose is to provide immediate shelter and guidance to homeless families with children, due to misfortunes in their lives.

The problem IHNA was having was that they were not using Salesforce to its full potential. Their staff and volunteers just don’t have a deep understanding and practical usage of the software. They needed help to work smarter to devote more time to better serve their ever-growing community initiatives.

And while a group of UGA students was helping IHNA with occasional Salesforce tweaks, they, too, realized they needed help. It was then that the UGA team reached out to Ad Victoriam Solutions (AdVic). As a proud member of the B Corp Community, AdVic jumped into action to offer pro bono assistance.

The Challenge

Specifically, IHNA needed help implementing various Salesforce Sales Cloud enhancements they were not using. Enhancements needed to include the use of dashboards showing how they were trending with their volunteer and donor initiatives. In addition, they were looking for a solution to get away from hand-written thank you notes to donors. For one recent 300-person fund-raising event, volunteers spent 10 hours a week for two weeks crafting hand-written notes.

The AdVic Resolution

Here’s how AdVic put in place an optimization strategy to solve IHNA’s current and future issues:

Data Integrity

  • Improvements to fields/objects to help normalize/standardize data.

Thank You Letters

  • Used S-doc from App Exchange to automate the creation of two types of Thank You letters to donors.
  • Trained IHNA staff/volunteers on how to modify templates. Now they can modify and keep using the two free Salesforce templates and never have to pay for the app.
  • Each thank you letter now takes seconds versus the manual letter creation process of the past. And, volunteers with this task have the bandwidth to take on new volunteer tasks.

Volunteer Dashboard

  • Designed custom dashboards to highlight volunteer leaderboards focused on congregations and households.

Donations Dashboard

  • Created custom donation reports/dashboards to support mailings. Now all relevant data can be exported and sent to a printer for mailings.
  • Created leaderboards for congregations, households, and Board Member donations history.

Financial Reports/Board Reports

  • Created a system for generating quarterly financial reports for Board meetings.
  • Moved IHNA out of age-old spreadsheet usage and into Salesforce report.
  • Normalized reporting, historical and current, so IHNA would never have to manually create those reports again resulting in more time saved.

Constant Contact Sync

  • Provided extracts from Salesforce to support syncing with Constant Contact.
  • Researched and provided instruction and guidance on installing Salesforce for Cazoomi. Now Constant Contact data to flows into Salesforce.
  • No more manual synching of contact data.

Salesforce Implementation Postscript

Davin Welter, IHNA Executive Director, called out AdVic consultants for their work on this project. “We are very grateful to our project team, which held weekly meetings with us. They were organized, tracked the project with us the whole way, and were very responsive to us. If we had a question at a morning meeting, they would get back to us with the solution that afternoon.”

The AdVic project team was specifically chosen because of their non-profit background. From the onset, they understood IHNA’s challenges and the stressors of being a small organization with limited Salesforce knowledge. Welter added, “They communicated in a way we could understand and appreciate.”

In addition to doing good for the world, Ad Victoriam Solutions Salesforce Consultants are a team of dedicated, innovative technology problem solvers. We are Salesforce cloud and data implementation consultants. We customize our approach to suit your processes for increased efficiency, accelerated productivity, and scalability. Contact us to learn how we can help your business flourish.

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.

AdVic Partnership: Not Just a ‘One-Off Project’

YANMAR Ad Victoriam Partnership Salesforce Implementation

The YANMAR America and Ad Victoriam Solutions (AdVic) partnership dates back to May 2017 when YANMAR, a recognized leader in the design and manufacturing of diesel engines and diesel-powered equipment, was referred to AdVic directly by Salesforce.

“When choosing AdVic, we were very guarded against repeating our previous Salesforce failures,” recalls YANMAR Business Systems Manager, Brian Williams. “We shared these past developments and adoption challenges with Salesforce, and asked that they provide us a partner with a strong skill-set, reputation, and experience in our industry.”

The YANMAR Challenge

YANMAR was utilizing Microsoft products and two non-relational legacy technologies. Their goal was to synchronize, standardize and simplify their key operating procedures while improving product management.

“Our company had a major gap in the way that we cross-functionally shared customer information,” YANMAR Business Process Improvement Manager, Delaney Langston recalls, “and this gap continued to grow over eight years as our customer base increased. We needed to find a better, more efficient way to manage customer information.

The AdVic Resolution

“Our kickoff project with AdVic was our Salesforce launch (you might say re-launch),” Williams remarks. “AdVic came in and had already self-researched background information about our company, which was a great first impression. To get ready for our Salesforce launch, AdVic came onsite and met with us to learn more about our business. Over the next several months, we engaged in detailed discovery sessions to cover our end to end business. Development and UAT (User Acceptance Testing) followed, which led up to our Salesforce user training and launch. This was a major kickoff project that reiterated who AdVic was, and had us dreaming and believing that bigger things were possible.”

To attack YANMAR’s challenge, the AdVic team initiated a full-scale plan that included:

Lightning UI Customization and Deployment

Designed custom Lightning components to simplify tasks and increase productivity. Improved management of the product life-cycle, inventory levels, and damaged goods.

Single Platform

Seamless integration of existing legacy systems with Salesforce Sales and Service Clouds to synchronize data and processes to provide a comprehensive view of business performance.

Sales Extension

Implemented Salesforce Mobile to accelerate sales fulfillment and improve customer satisfaction anywhere anytime.

Continuous Improvement

Custom designed case resolution process and a methodology for converting cases into sales opportunities. Created automated response time milestones to enable immediate management intervention for higher customer satisfaction.

Looking back, Williams says, “We had little CRM experience before working with Ad Victoriam. They had manufacturing experience so we knew they would understand our high-level needs and business model. After they performed their thorough fit/gap exercise, we moved forward with Salesforce as our solution. Their communication and project scheduling were prompt and flexible. It was a great experience.”

It’s a Partnership, Not a One-Off Project

“Do your homework,” Langston advises. “Make sure you research implementation partners to understand what their skill sets are, who else they have worked with and that they are the right fit for your company’s long-term goals and objectives, not just a one-off project.”

She adds, “One of our organization’s key objectives is to develop a single source customer platform. We recently kicked off our Salesforce Partner Community Project with AdVic, which will expose information regarding online ordering and status, dealer inventory, warranty, technical support, marketing funds and rebates upon its initial launch. As part of our discovery for this project, we have also discussed and brainstormed future phases of this Community to further enhance and expand the customer’s experience.”

“The current relationship is strong,” Langston concludes. “AdVic has been a huge support with our Salesforce.com implementation not only on the day-to-day usage side but also with developing a plan to continue the growth of our Salesforce org to meet the needs of our company’s internal and external stakeholders. AdVic is our partner both now and in the future, as we continue to roll out new features in our Salesforce org.”

If you are looking for a Salesforce consultant who is not just interested in building your next project, but who wants to build your business for future success, contact Ad Victoriam. 

Anypoint Community Manager Builds Effective APIs

MuleSoft Anypoint Community Manager API

MuleSoft’s Anypoint Platform provides a powerful set of tools for building effective, modern APIs. The ability to rapidly define API specifications, re-use components, and govern access are core features of the Anypoint Platform that enable organizations to build effective, resilient APIs.

However, simply producing high-quality APIs is not enough to succeed in the API Economy. Organizations must also encourage consumption of their APIs by providing discoverability, self-service capabilities, and support. Modern APIs should be treated like products; each with its own lifecycle, adoption strategy, and a clear focus on a target audience.

True to this vision of the modern API, MuleSoft has introduced Anypoint API Community Manager; a tool for building an API consumption ecosystem for your organization. Anypoint API Community Manager contains a highly valuable set of capabilities to drive API adoption:

  • Pre-defined portal templates allow API producers to rapidly create compelling user experiences around their APIs. These templates can be extended to provide API consumers with a pixel-perfect digital experience.
  • Interactive documentation features allow API consumers to rapidly gain working knowledge of your APIs through tutorials, code snippets, and a callable API mocking service.
  • Developer forums, chat, and case management functionality enables your organization to provide direct service to API consumers and to build a peer-support network.

Most importantly, Anypoint API Community Manager enables your organization to measure the success of API adoption efforts with a powerful suite of Engagement Analytics tools. You can utilize a wide range of out-of-the-box metrics and dashboard components as well as create your own. These usage metrics can be used to define KPIs and iteratively to improve API consumption.

Combined with MuleSoft’s tools for API development, deployment, and governance, the capabilities of Anypoint API Community Manager allows your organization to deliver on the promises of API-led connectivity; saving time and money, increased speed, and long-term agility.

 

About Ad Victoriam Solutions

Ad Victoriam Solutions is a certified MuleSoft partner that helps clients address on-premises, cloud and hybrid integration use cases with scale and ease of use. For assistance with your integration needs and challenges, complete the form below and our integration specialists will contact you. 

 

Why Attend MuleSoft Connect? Coupon Code Inside

MuleSoft CONNECT Atlanta

The Connected Era is Happening. Companies that don’t evolve, companies that don’t meaningfully connect with their customers, will be left behind.

Integrating your systems to connect your data puts business intelligence at your fingertips. It deepens your customer relationships and their experience with your brand. MuleSoft, one of the world’s leading integration platforms for building application networks, connects enterprise apps, data and devices across any cloud and on-premise. MuleSoft helps customers unlock valuable data from all of their systems—legacy IT software, cloud apps, mobile devices, and IoT.

Current and future MuleSoft customers are coming together at the MuleSoft CONNECT global integration conference in Atlanta next week. They’ll hear from expert speakers including Ross Mason, MuleSoft founder on Architecting for Innovation and Agility, as well as Frank Liberis, McDonald’s Former Global CIO on Leading IT Transformation.

Related: Check out a presentation from MuleSoft CONNECT 2018, Change Your Approach to Integration to Empower Digital Transformation, by Massimo Pizzini.

Here’s just a few of the benefits of joining the upcoming conference in Atlanta:

  • Breakout tracks tailored to your MuleSoft journey
  • Hands-on demos and an interactive developer zone
  • On-site training and certification opportunities
  • Networking with experts in cloud, APIs, microservices, IoT and security

Hear first-hand from customers on how they are building application network and accelerating innovation.

Whether you are evaluating MuleSoft or you are a long-time customer, join us to learn how leading brands are accelerating innovation using Anypoint Platform™.  Ad Victoriam, a MuleSoft CONNECT Silver Sponsor and MuleSoft Partner, is happy to extend our sponsor code for 30% off your registration: CONNECT-ATL-30.

Register today and be sure to stop by the Ad Victoriam Solutions booth on the expo floor.

 

Merging Multiple Salesforce Orgs: Customer Success

Cloud System Connectivity Ad Victoriam Salesforce

Ad Victoriam Solutions (AdVic) was called in when a market-leader was merging their vulnerability and identity security operations with another org to offer the cybersecurity industry’s first identity-based security automation platform. Their merger presented a problem they wanted AdVic to solve – duplicate Salesforce Clouds. In addition, they had previously undergone several
 org migrations leaving the business with disconnected data and processes.

Salesforce Customization Roadmap

To address their dilemma, the newly merged company needed AdVic to create a strategic technical roadmap detailing the replication of key functionality from each legacy Cloud into a new Salesforce instance. To begin, AdVic dove deep into their company processes and goals. The AdVic team then facilitated a significant data cleansing process in preparation for the migration of historical data.

Afterwards, the AdVic team merged the two organizations’ processes into one new Sales Cloud platform. Their legacy CPQ product, Aptus, was replaced with Salesforce CPQ and integrated into their new platform.

Related: Increase the ease, speed and accuracy of your sales quoting process. View this recorded webinar with live demo to see the benefits of utilizing Salesforce CPQ and learn top tips for customizing the platform to meet your business needs.

The Results

  • Significant reduction in the product catalog through streamlining and eliminating skew redundancies.
  • Data duplicate removal and cleansing drove data integrity enabling the Client to speed their sales cycle and customer success.
  • Significant increases in new features, functionality and automation enhanced productivity and team collaboration.
  • New quote templates and automation simplified quotation process, while increasing quotation delivery and accuracy.
  • Validation Rules and Stage Gating established process consistency for opportunity stages based on strict stage progression requirements.

Commenting on the overall AdVic-crafted resolution, the newly merged company’s representative shared, “End to end world class support and experience. They not only delivered the project on time, we had a wonderful support structure that allowed us to get timely consulting, advice and expertise when it came to strategic decisions.”

Whether you have a homegrown, a third party system or a combination of the two, Ad Victoriam Solutions can assist you with all of your integration, migration and platform enhancement needs. Talk to us about your unique business needs to see how we can connect your systems to accelerate your business growth.

 

Salesforce CPQ Webinar and Live Demo

Ad Victoriam Joins the MuleSoft Partner Program

MuleSoft Partner Ad Victoriam Solutions

Ad Victoriam Solutions to Provide Anypoint Platform Consulting to Support
Connecting Applications and Data in the Cloud and On-Premises

 

ATLANTA, GEORGIA – (April 4, 2019) – Ad Victoriam Solutions (AdVic) today announced its partnership with MuleSoft to provide consulting services for MuleSoft’s Anypoint Platform™. Anypoint Platform unlocks the power of API-led connectivity, enabling organizations to connect apps, data and devices more rapidly and efficiently.

MuleSoft provides the leading platform for building application networks. Ad Victoriam Solutions’ implementation expertise and industry knowledge, coupled with MuleSoft’s technology, gives clients the support and tools they need to harness the rapidly growing number of apps and data sources. With Anypoint Platform, organizations can unlock new revenue channels, improve customer experiences and drive innovation.

Ad Victoriam consultants have decades of experience with B2B and B2C businesses undergoing change – expansion, acquisition, merger, and growth – who lacked the information system infrastructure to scale and transform. Ad Victoriam leverages its deep knowledge of MuleSoft’s Anypoint Platform™ to help businesses achieve API-led connectivity, beginning with design and architecture through implementation to create a central application network that manages the entire API lifecycle.

“We are proud of our incredibly capable team who enabled us to now be recognized as a certified MuleSoft partner,” said Eric Phillips, Chief Information Officer, Ad Victoriam Solutions. “In earning this designation, we join the ranks of MuleSoft’s partner ecosystem in North America, and one of only 12 who are also a certified Salesforce partner. I am proud of our growth and look forward to supporting more businesses as they look to scale and transform.”

“With the explosion of disparate technologies today, connecting them all quickly and efficiently is the key to gaining a competitive edge. Through its partnership with MuleSoft, Ad Victoriam is enabling its customers to create a dynamic application network to achieve their goals and accelerate their pace of business,” said Brent Hayward, senior vice president of global channels and alliances, MuleSoft. “We’re pleased to welcome Ad Victoriam into MuleSoft’s partner ecosystem and look forward to working together to deliver significant business impact to our mutual customers.”

As a MuleSoft Partner, Ad Victoriam helps clients address on-premises, cloud and hybrid integration use cases with scale and ease of use.

About Anypoint Platform

MuleSoft’s Anypoint Platform™ is a leading application network platform. It allows organizations to create composite applications that connect apps, data, and devices through API-led connectivity to form a flexible application network. Anypoint Platform is a unified, single solution for iPaaS and full lifecycle API management, both on-premises and in the cloud.

About Ad Victoriam Solutions

Ad Victoriam is a certified MuleSoft and Salesforce Partner who provides mission-critical consulting services, from strategy through implementation. Our nimble team of professionals accelerate businesses by solving complex problems through cloud, data, and integration expertise. As a certified B Corp, we put purpose over profits, and have made a strong commitment to community.

 

MuleSoft is a registered trademark of MuleSoft, Inc., a Salesforce company. All other marks are those of respective owners.

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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.

How FLUX Pumps Cut Their Sales Cycle in Half

Manufacturing Sales Cycle

The FLUX name has been synonymous with pump technology for more than 60 years. It was the invention of the first electric drum pump that sparked the creation of company. Since its inception, FLUX, headquartered in the beautiful black forest region of southern Germany, has grown to employ more than 150 highly skilled men and women worldwide, established seven wholly owned subsidiaries, and maintains sales partnerships in more than 70 countries.

One of those wholly owned subsidiaries, FLUX Pumps Corporation North America, anchored in Georgia, services the United States, Canada and Mexico, and began working with Ad Victoriam Solutions (AdVic) in early 2015 and remains a top customer today; they were actually Ad Victoriams’ second customer!

Cutting the Sales Cycle in Half

The original project AdVic initiated for FLUX was to implement a much-needed Salesforce Sales Cloud solution. The company’s nine team members in their North American division were responsible for servicing 3,000 distributors. They literally did not know who their customers were as their way of managing contacts consisted of scanning business cards filed away in a shoe box. They did have an accounting system, they could send an invoice, but that was it. No spreadsheets, nothing. They really were starting at zero, and worst of all, they had no real meaningful or efficient way of communicating with their customer base.

Commenting on the success of the initial AdVic solution for their company, FLUX North American President Pete Fujimoto remarked, “AdVic exceeded our expectations for sure. They got us set up to use the basic functionality to help us manage our sales process.” He shared that in the past four plus years revenues for their division have skyrocketed 20% year over year, and even more in some territories. Fujimoto added, “The previous sales cycle of 30-40 days was cut in half, down to the teens, and conversions doubled! We could not have done this without AdVic and their Salesforce solution. AdVic helped us become loud in our space, gain much-needed attention, and showed us how to nurture leads that turned into sales.”

Pardot Marketing Automation Enhancement

In addition to implementing a well-thought out and successful process automation structure for FLUX, AdVic has since helped this leader in the field of pump technology to implement Salesforce’s Pardot Marketing Automation, which is driving even more new business. Now, using marketing automation, FLUX sales team members are sending an average of two emails a month to every one of their more than 3,000 customers, creating more sales opportunities. Before this functionality, each FLUX team member was only able to communicate with a handful of their 800 clients monthly.

Fujimoto stated, “Opportunities increased for us by 50% in the first year. We used to get 10 opportunities a month, now we’re getting 20 or more.” And he admits that they are still in their infancy with their AdVic/Salesforce solution. “There is more and more that we can do to grow.”

Advice to Others when Choosing a Salesforce Partner from Fujimoto

“To this day we still meet weekly with Ad Victoriam to think and explore more solutions. We work together. This is not a project; this is a relationship. They are not a vendor; they are a true partner who took the time to know our business. That is why we have continually worked with them for more than 4 years. The Ad Victoriam team finds a way to work within our system and makes things happen; they know solutions based on their knowledge of our business and are positive, creative, and supportive in every way. We always feel valued.”

Looking for a Salesforce partner that learns your business to provide a successful, long-term solution for your business? If so, please complete the form to find out more.