What are the signs and symptoms that contribute to those periods when sales are slow? The first thing to do is analyze what’s happening. Here’s where to start: Reduced Revenue: Compare your revenue numbers year over year and then quarter over quarter. Include an analysis of product groups or service types to see where you’re […]
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The Interoperability and Patient Access final rule (CMS-9115-F) requires healthcare providers and insurers to unlock patient health data from their various systems to drive interoperability and allow for the unimpeded data exchange across the entire healthcare ecosystem. The overall benefits of a future state in which all patient health data is liberated will have an […]
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Marketing Cloud is a very powerful Marketing Automation platform. Alone, it can do great things, but when you use Marketing Cloud Connect with Salesforce Sales Cloud or Service Cloud, you have just opened up a new range of automation options. Marketing Cloud Connect gives marketers the ability to utilize the Standard and Custom Objects for […]
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No two Salesforce implementation projects are the same. All are unique in their own way and to your business. Factors, such as business requirements, team composition, your expectation, methodology, and timeline, influence the project. Fortunately, all Salesforce projects do share the same challenges, with no bias to project size or type. Because of this, it’s […]
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There’s a lot that goes into sales pipeline management. After all, it’s your future revenue, so it pays to keep a careful watch over it. By regularly monitoring your pipeline, you ensure that it’s always stocked with fresh opportunities. When you take the time to identify and target your ideal customer, you’re practically guaranteed to […]
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Data migration can be a stressful and challenging process. The more complex your system is, and the longer you have been collecting data, the harder it can be to accurately understand, process, and transfer all of your essential business data. So, to ensure a smooth migration of your precious data to Salesforce®, you will want […]
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To help get you ready for the Summer ‘20 Release, Ad Victoriam’s team of certified consultants have once again poured through the latest Salesforce innovations across mobile, industry solutions, content management, AI, and more to highlight seven of the standout new features. 1. Trigger a Flow That Performs Actions After a Record Is Saved AdVic […]
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B2B Commerce displays your product catalog in a branded eCommerce storefront and allows your customer base to place an order independently. Complex pricing models can be configured to match your current business rules and enable contractual agreement tracking for product entitlements and price points. In addition, you can capitalize on B2B Commerce’s target marketing functionality […]
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When done right, a CRM implementation (Customer Relationship Management system) can significantly improve a business’s success with lead conversions, while also performing a number of different functionalities. In the marketing and sales world, CRM helps in nurturing leads and build better long-standing relationships with customers even before interactions with the sales team happen. Ultimately what […]
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What once was the norm, is no longer. Many of us have been tossed into uncharted “virtual” waters – managing a team from your home to their home. Most of Ad Victoriam’s team has worked virtually since inception. So, we’re sharing some tips to help you be successful. Virtual Team Tips Provide an outlet to […]
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