As the world evolves in the way we buy and sell, now more than ever is the time for sales teams to focus on relationships and genuinely understanding the needs of our customers in order to fulfill their needs, and provide them with solutions to help expand their businesses. To that end, in a recent […]
Category: Salesforce
If you work at or serve a charitable organization, chances are that you’ve thought of ways in which your organization could run more efficiently. Maybe your board is searching for new technologies, new processes, and anything and everything in between that might help the organization do more with less? If this sounds like your situation, […]
Salesforce® data security… Who hasn’t pondered that while in the midst of a new implementation or ongoing usage, especially as there is not one sole document that will explain all of the intricacies of how Salesforce establishes data security. In truth, security for any Object in Salesforce, not just Cases, entails the configuration of several […]
As your business expands and opportunities increase, you’re most likely seeking solutions that enable your business to grow. A common barrier to growth is the utilization of technology that fails to scale with emerging needs. Eliminating technology limitations accelerates progress – especially when it relates to servicing customers, everyone’s number one priority. For some start-ups, […]
Any successful business knows that in order to find and solve problems, you have to start by looking at your data. With all of the technology out there – including Salesforce® – the hard part isn’t getting access to the data you need – it’s analyzing and interpreting your data, and then understanding how your […]
It’s no secret that vast global changes are quickly altering the way people live and work—requiring businesses to rethink their teams, processes, and technologies to stay competitive. If your business isn’t already transforming digitally, now is the time! To help get you thinking about your digital transformation strategy, what follows is a portion of an […]
For many of us – depending on the climate for where we live – every January and February our thoughts turn to… spring! And the same goes for Salesforce, who has packed their platform with exciting new Spring ‘21 Release features that all orgs will be experiencing by February 12, 2021. As is the case […]
For Salesforce® admins, a new year presents an opportunity to strengthen your environment, learn new features, apply best practices, and really set the tone for the rest of the year. 2021 comes with the added pressure of kicking off a new year still mired in the middle of a global pandemic and all that comes […]
Some may say that 2020 will go down in history as the year that wasn’t, the year the pandemic robbed us all of so many things we held sacred as a society. But being the optimists that we are here at Ad Victoriam, we found plenty of reason to celebrate a fruitful year because we […]