Five-Steps to a Successful Digital Transformation

5 Steps to a Successful Digital Transformation

A successful digital transmission adoption depends on having a sound strategy. Businesses that have successfully embraced digital transformation don’t just adopt individual technologies to solve their problems. More often than not, they have a defined strategy with clear objectives to guide the transformation of their overall business.

What follows are five steps, that when mapped out and implemented properly, will help you develop a successful digital transformation strategy for your business that will reap benefits almost immediately.

1. What is Your Digital Transformation Objective?

When adopting new technologies, there are two missteps that businesses often make. First, they look to embrace technologies currently in use in other departments within their company, or even look to an application currently in use by a competitor. Second, they look to improve their capabilities without giving any thought to specific goals or problem areas that they want to be solved. So, in effect, they may still be spinning their wheels because it’s not solving their current isolated and siloed company-wide technology issues, making it even more difficult to integrate and scale in the future.

The better way is to start by defining what you want your business to accomplish through digital transformation. Define what a successful digital transformation means for your overall business and for your customers. And make sure that includes what would make for better customer engagements and experiences. By establishing these objectives, your business can adopt the right technologies, keeping a clear focus on improving the overall business, instead of just individual processes. Not only does this help in developing a comprehensive strategy that involves and transforms the entire business, but it also avoids the siloed adoption of technologies, including disconnected legacy systems and unorganized databases.

Defining the overall objective is the most important step in developing your digital transformation strategy. It aligns and drives transformation at every level of the business, even reaching the customers, enabling you to create a lasting competitive advantage. In addition, it provides a reference point for assessing and determining specific actions to take and initiatives to act upon in the transformation process.

2. Design Your Customer and Employee Experience

With defining your objectives behind you, it’s now time to focus on designing the experience you envision for your customers and employees. Remember, a proper digital transformation prioritizes and values user experiences as much as it adds and introduces new functions and capabilities. So, instead of only focusing on the requirements of new solutions and the constraints of your current technologies, your business also needs to focus on the experiences you want to provide your end-users.

For this step, your overall transformation objectives should be mapped out as specific and detailed goals. These goals should include how a staff member’s work can be streamlined via new software, applications, or functionalities. For customers, goals should be focused on things such as making a better shopping experience through your website or mobile app. And don’t forget to include ways your staff members can better collaborate, engage, and interact not only with each other but with your customers through your new digital platforms and technologies.

3. Evaluate Your Current Technologies

In the first two steps, we talked about where your business wants to be and what you want to achieve through digital transformation. The next step will be a hard look at where you currently are and gives you an idea of where your business started in its journey and the gaps that need to be filled.

In this third step, take stock of your company’s existing software, applications, and technologies. You have to determine, based on the objectives you established and the design you’ve created, which specific technologies need to stay active, upgraded, automated, or discontinued.

The goal in this step is to match the technologies with the outcomes they deliver and the problems they solve. This can help prioritize the technologies that will be updated in your digital transformation and align them with the objectives and the desired experience. It can also help determine the integration solutions your business needs to bring together siloed and disparate systems.

4. Your Solutions and Partners

Step four in your digital transformation strategy is centered on assessing and selecting possible solutions to meet your established objectives, your desired staff and customer experiences, and filling in the gaps of your existing technologies.

If you don’t have the internal capabilities to make your digital transformation upgrades and need to outsource your solution, this step’s main requirement is that you complete a careful and thorough review of possible solutions and offerings from different vendors. In addition to the capabilities and functionalities of the solutions a vendor can offer, they should also have a proven track record and should be flexible to work with. The vendor also needs to be able to provide the necessary post-sales support without delay. It’s not out of the question that problems could arise after the development and implementation of your chosen solution.

You may also want to consider creating a comparison chart of solutions and vendors. Think of it as an objective tool in your quest for making an informed choice.

5. The Digital Transformation Implementation Timeline

The fifth and final step in your digital transformation plan assembles the overall business objectives, desired experiences, existing technologies, and possible solutions together and consolidates them into an actionable plan. A digital transformation initiative takes time and resources, both human and financial, thus the reason it is often done in stages. It is critical to carefully plan when each action — such as a technology assessment or a vendor meeting — should be taken to ensure that human and capital resources are available.

Your implementation timeline will also give all stakeholders, from C-suite executives to staff members and customers, a much-needed heads-up to generate support for the digital transformation initiative while minimizing disruptions to your business operations. A digital transformation project, like any other business project, requires continuous support from every corner of the organization to ensure its success.

Finally, an implementation timeline provides your business with a benchmark it can use to compare actual results with planned results. It also aids the project leaders in managing and governing the project.

By following these simple, but important steps outlined above, your business will be well on its way to developing a successful and seamless digital transformation strategy.

At Ad Victoriam Solutions, our consulting team helps companies with their digital transformation strategies every single day, and every step of the way. Our certified experts learn your business, connect your data, then help your company deliver the type of customer experience that taps into the preferences of your modern customer. Let’s put a plan together today!

Related Article:
It’s the Best Time for Digital Transformation – Here’s Why

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AVS’ David Litton Named a Top Salesforce Influencer 2017

Being named a Top Salesforce Influencer of the Year is no small feat.

That’s why Ad Victoriam Solutions is proud to announce that this title now belongs to one of our own: solutions architect extraordinary David Litton!

As one of our talented team members, Litton daily demonstrates his ability to successfully leverage Salesforce to benefit our clients, which in turn helps promote the software.

How Top Salesforce Influencers Make the Cut

From a list of thousands, MindTouch—a SaaS company based in San Diego, California building scalable self-service software—must whittle down the pool to the top 124 Salesforce Influencers.

They begin by compiling metrics on various categories such as speaking engagements, content authoring, and social influence.

Next, they cross-section these metrics with the Salesforce MVPs to see who was actively engaging within the community, therefore showcasing the ability to promote their software.

In the 2017 list, David Litton ranks as the 29th top Salesforce influencer out of 124 finalists and thousands of candidates nationwide.

“I’m incredibly honored to be selected as a Top Salesforce Influencer,” says Litton.

Partner With a Gold Certified Salesforce Consultant

Because simply put, partnering with an experienced Salesforce consultants is the best way to ensure project success.

At Ad Victoriam, David Litton and the rest of our our certified Salesforce consultants have already been proven to be top-notch based on their experience, certifications, satisfied clients, and industry expertise.

As a gold consulting partner with Salesforce, the innovation of this software coupled with the knowledge and expertise of our staff can help you achieve the success you’re looking for. Contact us to get started on your project.

Keep reading—we recommend checking out the following blog posts from David Litton:

4 Deeply Insightful Salesforce Metrics Your Company Should Be Using

Businesses that are able to maximize efficiency – accomplishing the most tasks with the least amount of resources (namely time and money) – generally come out on top.

And data and analytics metrics provided by Salesforce CRM is the answer to many businesses’ quests for efficiency. Salesforce metrics  give you the power to manage your big data to make it work for you, leading the charge to your success.

Here are a few of the most important Salesforce metrics a CRM can provide to your business right when you need it.

1. Lead Conversion

Wouldn’t it be nice to see where you may be wasting money and where you’re getting the biggest bang for your IT buck?

The information gathered by the Lead Conversion metric can help ensure that your funds are going towards the marketing efforts which are bringing you the highest return or the most leads. That equates to less time and money wasted.

Additionally, this is key in partner scenarios to enable effective partner relationships while minimizing time on those that do not grow business.

2. Sales Cycle

Speaking of time wasted, do you know the average time it takes to close a deal right now in your organization.

If you’re able to spot areas where it seems that the amount of time put into a sales effort is outweighing the time it takes to close a deal, it may be time to look at and revise your sales cycle processes.

Additionally, detecting and minimizing leakage at varying points in the Sales Cycle is key to determining appropriate sales opportunity velocity and indicators that may keep fewer deals from being lost.

Salesforce analytics can show you this data quickly and drive actionable insights that are business-appropriate.

3. Pipeline

Understanding the sales funnel is key for forecasting and tracking performance of your business. It’s therefore important to be able to easily measure and communicate pipeline trends, and Salesforce’s pipeline metrics allow you to do just that.

Salesforce supports both weighted and unweighted pipeline to give you additional insight as well as support for annualized revenue as pipeline.

Using the pipeline, you can track your lead nurturing efforts, and see if they’re working.

4. Open Opportunities

As you track your leads through the pipeline, it’s also good to know how many leads you may be juggling at once. The Open Opportunities metric will let you know that number.

Salesforce natively allows you to segment this on stage, last activity, probability, and owner. This allows for quick insights into the pipeline health, areas for focus (both for potential and coaching) and gamification through leaderboards to promote effective sales behaviors in accordance with key business strategies.

For more information on the many other Salesforce metrics in your CRM and other data analytics solutions for enterprises, contact Ad Victoriam Solutions.

Ad Victoriam Earns Salesforce Gold Partner Status

Salesforce Gold Partnership

salesforce gold consulting partner

And the gold goes to…Ad Victoriam Solutions!

Here at AdVic, we’re proud to have achieved GOLD PARTNER status, a highly coveted position within the partner community.

This honor is awarded in September 2017 based on our proven combination of application expertise and certifications, superior customer satisfaction ratings and project experience. The combined points make up a business’s PVS (Partnership Value Score).

The scoring system is broken up into two major areas: customer success and expertise.

AdVic Customer Success

Partners are awarded Specializations and Masters based on demonstrated expertise by submitting customer success stories, projects and references.

Once projects are finished, customers complete a survey that generates a Customer Satisfaction Score based on their experience with the partner.

Salesforce Expertise

One area in which expertise is awarded is in system architecture. Possible certifications include certified application architect and certified system architect.

Application Architects. Certified Application Architects must prove that they have a thorough understanding of native Salesforce features and functionality, including the skills and knowledge to model a role hierarchy, data model and appropriate sharing mechanisms. Prerequisites for this certification include:

  • Salesforce Certified Data Architecture and Management Designer
  • Salesforce Certified Sharing & Visibility Designer
  • Salesforce Certified Platform Developer I
  • Salesforce Certified Platform App Builder

System Architects. A Salesforce Systems Architect certification proves a consultant’s expertise in testing, governance and integration of Salesforce to other external systems. Certain prerequisites must be met in order to achieve this level of certification, including:

  • Certified Development Lifecycle and Deployment Designer
  • Certified Identity and Access Management Designer
  • Certified Integration Architecture Designer
  • Certified Platform Developer I

Another area is consulting. Consultant certifications are earned as a company shows its ability to successfully design and implement solutions that contribute to long-term customer success. Possible certifications include sales cloud consultant and service cloud consultant.

Additional points may be earned with expanded knowledge certifications. These may include any of the following:

  • App Builder
  • Data Architecture & Management Designer
  • Mobile Solutions Architecture Designer
  • Advanced Administrator
  • Marketing Cloud Social Specialist

What does all of this mean for you?

It proves that Ad Victoriam Solutions is committed to your success! Contact us today and let us handle your IT challenges.

Salesforce Heroku: A Mobile App Developer’s “Easy” Button

salesforce heroku for developers easy button

Developers have the difficult task of creating mobile apps that engage their customers or business partners.

Unfortunately, the road to get there can sometimes be plagued with many issues – from infrastructure and servers that can throw off your focus to internal organizational hoops, developers have to jump through to make everyone happy, resulting in a finished but sub-par product.

The good news is that this issue hasn’t gone unnoticed. Two forces combined to solve this problem: Salesforce Heroku.

Hold up…what’s Salesforce Heroku again?

Salesforce bought Heroku (a leading Ruby cloud application) in 2010 for a cool $212 million. In acquiring Heroku, Salesforce saw an opportunity to continue providing support for the next generation of app developers.

It is a cloud platform based on a managed container system. It allows companies to build, deliver, monitor and scale apps in open languages and frameworks…in record time.

How? Simply put:

Salesforce handles all of the technical details, giving developers more time to do what they get paid to do—deliver an amazing app.

The integration of Salesforce with Heroku enables companies to build apps that span both platforms.

Ways Heroku Helps Developers

  • Salesforce Heroku has an interface that’s easy for either developers or Salesforce business users to set up.
  • The program uses a variety of methods to integrate application data between and Heroku platforms.
  • It focuses on improving developer workflow.
  • It utilizes the leading open source database – Postgres – allowing you to focus more on building and less on database management.
  • Heroku allows you to automate the creation, maintenance and monitoring of sync operations.

This is just a snapshot of how Salesforce Heroku has elevated cloud computing and what it can do for your development process. To learn more, contact one of our knowledgeable staff at Ad Victoriam Solutions.

Customer Success Stories: AdVic Breaks New Ground with Revolutionary Technology for Infant Patients

Medical Device Tech for Infants

When Tommy Cunningham, Co-Founder and COO of NFANT Labs, LLC, approached Andy Meadows, Principal, Director of IoT and Mobility for Ad Victoriam Solutions (AdVic), he wanted to do something that had never been done before - create a medical device for infants.

The goal was to create a neonatal feeding system, including a medical device, for infants that could capture objective data in real time about the strength and coordination of the tongue during feedings – something doctors and nurses have never been able to measure consistently over the course of a baby’s time in the NICU. This crucial data would provide clinicians with information about what actually goes on during a feeding session and allow them to track the progress of babies with feeding challenges.

“This was uncharted territory,” Cunningham says. “We wanted to take technology that was being used in other fields and create a medical device that would bring that technology to the healthcare field.”

The system, which was devised by Cunningham and speech pathologist Gilson Capilouto, PhD, would need to collect data from a device with a sensor (in this case, a baby bottle) and send it to a mobile app using low-energy Bluetooth technology. The app would then push the data to the Cloud so it could be stored and reported later for full analysis.

The challenge was getting all of the pieces to work together in succession while adhering to strict FDA and HIPAA regulations. With a prototype bottle in hand, Cunningham turned to Meadows and the AdVic team to create the medical device technology – including the mobile application and the web portal – for what is now the award-winning nfant® Feeding Solution.

“It was much akin to building a bridge. You can’t build a bridge by starting in the middle. You have to start with a good foundation,” Meadows explains. “We had to make the medical device itself talk to the mobile app, which runs on an Android tablet. The app had to capture data from various sensors capturing nipple movement, bottle orientation and battery level in real-time aggregating tens of thousands of data points over each feeding session. Then we had to make sure that the collected data could be sent up into the Cloud for long-term capture and analysis. The approach we adopted was to look at one piece at a time. We had to ensure that the firmware worked as expected, reporting the raw sensor data with reasonable consistency. Then we had to confirm that the app was able to receive and store that data reliably. Finally, we had to make the app communicate with Amazon Web Services in the Cloud, where the stored data could be processed.”

Within that process, there needed to security checkpoints along the way, with information being sent over encrypted channels to ensure that each device attached to the network within a hospital would be HIPAA compliant.

And all of this – from the app to the web services to the portal – had to clear the FDA.

However, because something like this had never been introduced to the FDA, the organization did not have guidance for this type of software. Cunningham worked closely with the FDA to understand the regulatory requirements and deliver those back to the AdVic team, which then implemented any necessary changes.

The team went through rigorous testing as Cunningham worked to document the feeding system’s processes and manage other aspects of the project.

“Having Andy there allowed me to go and write the FDA application, raise capital and manage other aspects of the project without having to sit in front of a computer every day reading code,” Cunningham said. “You have to be able to rely on top-notch talent to manage that process, and he was able to step in and do that.”

Ultimately, the nfant® Feeding Solution received FDA clearance and now is being used in hospitals throughout the country. “The initial feedback has been fantastic,” Cunningham says.

What’s more, NFANT Labs received the People’s Choice Award for Breakthrough Technology from the TAG 2017 Georgia Technology Summit. And through the company’s ongoing collaboration with AdVic, the highly flexible nfant® system continues to evolve.

“Feeding is a window into the brain,” Cunningham notes. “We are using the product to study whether our data indicates what is happening with neurological development, and we now have the tools in place to mine that data to provide advanced clinical prediction outcome models for infants.”

“The key to the success of this device was close and constant communication with NFANT Labs. We were able to develop a new product in a difficult environment and successfully bring it to market because we welcomed and provided open and honest feedback,” Meadows concludes. “And we now have a long- term relationship with NFANT so we can evolve this product and help them bring other ideas in the pipeline to fruition. It’s a revolution in the collection and utilization of patient data.”

Want to turn your next IoT project into a success story like NFANT Labs? Contact Ad Victoriam Solutions for a consultation.

Customer Success Stories: Leveraging Salesforce Solutions to Boost Collaboration for a Technology Solutions Provider

A premier low voltage technology solutions provider based in Tennessee recently approached the team at Ad Victoriam Solutions wondering how we could help the Sales and Project Management teams manage day-to-day activities more efficiently and give management better insight into their business’ growth. Continue reading this customer success story to learn how we were able to deliver…

The Story

Prior to Salesforce solutions, the company managed all of their opportunity and project information with a variety of spaces: homegrown databases and Excel spreadsheets. The primary goal for this project was to increase visibility across the organization and promote cross-team collaboration.

The Challenge

  • Defining a seamless Sales and Project Management process
  • Adoption of new system and resistance to change from employees
  • Automating conversion of won sales deals to active projects
  • Structure needed to follow Lead to Account to Opportunity to Contract and allow changes to all levels

Customer Success Solution

  • Seamless, consistent Lightning Interface updates to assist with adoption
  • Lead and Opportunity Sales Paths highlighting important data for each stage
  • Custom Object to capture site information for each account to be used on opportunities
  • Approval processes based on opportunity margin
  • AppExchange installations:
    • Milestones PM
    • CalendarAnything
  • Visual Flow to auto-create projects based on opportunity data with predefined milestones and tasks
  • Visual Flow to create Change Orders based on parent opportunity data
  • Sales and Project Management dashboards for individuals and the management team

The Results

The company is now able to manage processes within their Salesforce platform using leads, accounts, opportunities and projects. The Sales and Project Management teams are able to better manage day-to-day activities and management has deeper visibility into their business’ progress.

“From start to finish Ad Victoriam Solutions was helpful, timely with information, and accurate,” said Director of Sales, Scott K. “The entire team was of great assistance.”

The company’s president Tom G. said:

“I would like to echo these sentiments and would add that their team was very quick to pick up on our niche industry from both a perspective of our company terms and how to merge our processes with Salesforce best practices. 

Most importantly and unlike most organizations, the AVS team communicated early and often, avoiding surprises with respect to overall project status relative to the hours purchased. We will certainly use Ad Victoriam Solutions again on any area where our needs and their offerings intersect!”

Ultimately, we accomplished the main goal: providing effective and efficient cross-team interactions.

Want to find out how we can help you leverage technology to improve efficiency and boost profit margins in your business? Introduce your organization to our certified Salesforce and data consultants today to find out how we can help.

Customer Success Stories: Aligning a Tire Manufacturing Company with the Right Salesforce Sales Cloud Solution

Aligning Tire Manufacturer with Sales Cloud


A Tennessee tire manufacturing company provides tires and tire-based services (i.e. re-treads) for commercial trucking fleets across the private and public sector.

  • # of Employees: 51-200
  • Location: Murfreesboro, TN
  • Industry: Automotive
  • Go Live Date: 3/20/2017

Who says you can’t teach an old business new tricks? Continue reading to learn how we helped bring a Tennessee tire manufacturer set in their ways into the modern age with custom Salesforce Sales Cloud solutions and integration assistance.

The Story

The company used a historical system called Tire Power. Unfortunately, it lacked an efficient way to keep up with their core commercial sales team.

Upon hiring a new director of marketing who had prior experience with Salesforce Sales Cloud, they realized the platform could provide the structure and visibility they needed to enhance their opportunity pipeline along with tracking and logging customer visits.

The Challenge

The notion of lead and marketing management was new to the sales team as they had very little prior CRM experience. User adoption was a challenge due to a lack of technology and a majority of the team was used to doing things a certain way.

Our Solution

We solved user adoption challenges by creating a very simple customization and user interface utilizing Salesforce Lightning. We configured page layouts for a streamlined efficient approach and created global actions for everyday actions to make their job easier.

In addition to efficiency, we also implemented a basic integration with their internal POS system that pulls over sales figures each month which, in turn, rolls up to their Salesforce operational reporting.

The Results

Sales reps are now able to log visits and opportunities directly from their phone using the Salesforce1 application. Operational reports were created so that management can see where their reps are spending their time and any bottlenecks in the sales process.

Have questions about Salesforce integration for your business? Contact our certified Salesforce consultants today to learn how we can help you leverage the cloud for your company.

Customer Success Stories: Lightning Service Cloud Console Solutions for International Sporting Goods Company

Salesforce Service Cloud


The company is a lifestyle brand based out of Japan that sells shoes, apparel, and equipment for sports such as running, golf, baseball, volleyball, golf, etc.

  • # of Employees: 201-500
  • Location: Norcross, GA
  • Industry: Sporting Goods
  • Go Live Date: 1/30/2017

Ad Victoriam Solutions recently teamed up with a lifestyle sporting goods brand to help create more efficient business processes and provide them the tools they needed (Lightning Service Cloud) at exactly the right time.

Continue reading the case study to learn which tools we employed to accomplish this goal.

The Story

An international retailer that sells sporting goods came to Ad Victoriam Solutions with a problem. After a purchase, they offer their customers a way to communicate any issues or returns to their Customer Service department.

They were using the Oracle application for ticket tracking. However, due to the application’s unmanageability, they were looking for a much-needed change.

The Challenge

Oracle was very clunky and didn’t give them the reporting features they desired. Oracle’s user interface was ugly and they needed a better and more efficient way to track customer issues.

We installed a brand new Salesforce Org and the Lightning Service Cloud console for their customer care team. Because they had Salesforce Professional edition, they could not use standard object person accounts.

Our Lightning Service Cloud Solution

AVS implemented Salesforce Service Cloud solutions to track returns or product issues submitted via their website form that integrates to customer cases.

Due to the standard functionality of an account being required, we engineered automation that would create a contact and account record at the same time; therefore saving the end user time by not having to create the account and only needing to create the contact record. This ensured they could continue their current B2C process utilizing the standard Salesforce application.

In addition, we also migrated their existing data from Oracle, integrated their existing live chat application with the Service Cloud console. We configured web to case to receive data from their existing website form and built operational reports for tracking. We also designed service cloud console Macros for their repetitive tasks to increase efficiency.

Solutions provided:

  • Lightning Service Cloud Console
  • Service Cloud Macros
  • Live Chat Integration
  • Operational Reports & Dashboards
  • Process Builder Automation
  • Data Migration

The Value/Results

The employee experience is greatly enhanced by AVS’ services, enabling the client to create more efficient processes such as faster queue routing and providing them the tools they need at exactly the right time.

They are now able to close cases quicker and provide more personalized customer care support. Along with this, management is able to track the KPI metrics of their support team and evaluate their success at reaching targets.

Yet again, our happy client discovered that AVS can tackle any technology challenge. Contact us to learn how our enterprise technology consultants can help your business leverage the full power of your business cloud solutions.

Customer Success Stories: Salesforce Data Migration Services for Edgenet

Logo courtesy of


Edgenet is a SaaS (Software-as-a-Service) company that helps suppliers put their products onto a retailer’s website (i.e. Lowes). Edgenet formats the products in the correct form for the retailer’s to use.

  • # of Employees: 200-500
  • Location: Nashville, TN
  • Industry: Computer Software
  • Go Live Date: 6/1/2016
  • Website:

Edgenet, a leading computer software company, approached Ad Victoriam Solutions with the need to migrate their current CRM (Zoho) over to a new Salesforce environment. Zoho was not meeting Edgenet’s business process needs due to limited functionality. Salesforce, however, could offer this functionality.

Read this case study to find out how our certified silver Salesforce consultants were able to help.

The Story

In terms of functionality, Zoho as a Customer Relationship Management (CRM) solution just wasn’t cutting it for Edgenet. For starters, they weren’t able to correctly identify the relationships between retailers and suppliers due to the indefinite numbers of how many there were.

When Edgenet discovered that Salesforce had a junction object setup capability, they decided to make the switch. They hired Ad Victoriam to lend a helping hand and ensure a seamless Salesforce data migration.

“Our company has worked with Ad Victoriam over the past 6 months for Salesforce implementation, data migration, and add-on integrations with HubSpot, AskNicely, Eventbrite, GoTransverse, Wave Analytics, TalkDesk, Glance, etc.,” said Dana Becker, Director of Customer Success at Edgenet.

The Challenges

  • Edgenet was unable to track and visualize how their retailers and suppliers connected within their current CRM (Zoho).
  • Zoho had limited reporting and tracking capabilities.
  • Edgenet wanted to connect retailers and suppliers in a more scalable way and gain the ability to add records as they grow. Zoho locked them in place and they couldn’t effectively manage the system.

Our Solutions

By integrating the following solutions, Ad Victoriam sought to address Edgenet’s challenges and concerns:

Sales Cloud Lightning Experience

  • We developed opportunities for Edgenet to track new business and renewals – yearly subscriptions to customers
  • Added greater visibility into “pipeline”
  • Lead conversion over to opportunity
  • Combined objects that had two lookups per account – Retailer lookup and Supplier lookup (account types)

Service Cloud

  • We setup console with quick actions to help increase efficiency
  • Automated email to case setup and configuration that gets sent to multiple queues based on criteria

Community Cloud

  • Created a Customer Community stand-up where retailers can login and notate tickets and issues

Einstein Analytics (Formerly Wave Analytics)

  • We built two dashboards:
    1. Sales Pipeline and Actuals Dashboard (Sales % of quota)
    2. Service Dashboard (Cases tracking)
  • One dashboard was able to provide what multiple reports would do
  • We developed centralized data reporting and apply filters as opposed to going into multiple reports to do that.


  • We performed multiple end-user training sessions to ensure team members understood the value of Salesforce and obtained a competency level they felt comfortable with.

The Value/Results

  • We increased efficiency with Einstein Analytics (formerly Wave Analytics) reporting metrics
  • We implemented better analytics due to lack of reporting functionality in Zoho
  • We deployed quick actions for Service Cloud console in order to accelerate productivity
  • We added visibility into relationships between the supplier and retailers, helping Edgenet better visualize their entire business as whole

According to Becker:

“Our primary contact, David, has been exceptional. Our company is growing quickly, which forces our projects timelines to be tight. David has helped us meet and exceed aggressive dates on complex data and integration projects. He takes the time to train our team on admin tasks so that we can be self-sufficient, which is not common for most consultants. David understands our business model and has provided process and product recommendations that have helped our company (especially sales and support) become more efficient. I would highly recommend Ad Victoriam for any Salesforce-related projects.”

Thank you Dana and the Edgenet team for your kind words. It was our pleasure partnering with you and we look forward to helping your continued success down the road!

If you’d like to see what our Salesforce Gold Partner consultants and data migration experts can do for your business, contact us today.