Category: Salesforce

Salesforce Summer '19 Einstein Highlights
Aug 20, 2019
Salesforce Summer ‘19 Einstein Highlights

As part of their Summer ‘19 Release, Salesforce® has rolled out numerous new features for its Einstein Analytics (EA). Ad Victoriam’s consultants have been spending a lot of time interacting with these features and we’re ready to share the best new Einstein Summer ‘19 Release features for a mix of skill sets – from End […]

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Salesforce Summer Release Highlights for Admins
Aug 15, 2019
Salesforce Summer Release Highlights for Admins

From updates to Lightning Experience to Einstein Analytics to everything in-between, the highly-anticipated Salesforce® Summer ’19 Release increases productivity and delivers personalized customer journeys with the latest Customer Success Platform innovations. Some features in Summer ’19 affect all users immediately. Other features require direct action by an administrator before users can benefit from the new […]

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Effectively Integrating an Automated Quotation Process
Jul 31, 2019
Effectively Integrating an Automated Quotation Process

Headquartered in Suwanee, GA, Control Southern has been helping manufacturing plants run better, faster, and smarter through automation and customized valve solutions since 1956. However, Control recently needed a solution of their own. They needed an effective integrated solution between Salesforce Sales Cloud, Salesforce CPQ and their ERP. Control’s Salesforce Challenge Control Southern was utilizing […]

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Why Your Business Needs a CRM
Jul 30, 2019
Why Your Business Needs a CRM

From revealing sales opportunities to tracking every single customer interaction, implementing a Customer Relationship Management platform (CRM) positions your business for real growth. Why is a CRM Important? At its core, CRM enables your business to deepen relationships with your customers, service users, colleagues, partners, and suppliers. You can see everything in one place. There’s […]

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MultiFactor Authentication Salesforce
Jul 18, 2019
MFA for Salesforce Users: How To

MFA (Multi-factor Authentication) is a security control that requires users to verify their identities by providing multiple pieces of evidence before gaining access to a device or application. The difference between MFA and 2FA is that two-factor authentication always utilizes two factors to verify the user’s identity. Multi-factor authentication could involve two or more factors […]

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Manufacturers are Turning to Salesforce
Jul 16, 2019
Manufacturers are Turning to Salesforce

Do you need to increase efficiencies so that you can out-pace your competition? Do you need more opportunities in your pipeline? Maybe it’s clear, actionable information so that you can make better business decisions? All great reasons manufacturers around the world are turning to the Salesforce® platform to deliver a fully customizable customer experience through […]

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Be More Productive on the Salesforce Platform
Jun 26, 2019
Be More Productive on the Salesforce Platform

Day in, day out… we do the same things hoping that it will get easier next time. What’s the reasoning behind it? Well, “we’ve always done it this way!” Common Productivity Destroyers Operations teams that handle tasks manually (spreadsheets, paper, etc.). Have you seen that row of filing cabinets? These departments especially would benefit from […]

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Marketing Cloud June 2019 Release Highlights
Jun 20, 2019
Salesforce Marketing Cloud Highlights – June 2019

Salesforce’s Marketing Cloud can benefit businesses of all shapes and sizes if correctly implemented into your organization. This innovative marketing automation platform can help your business expand its customer base by providing a toolbox of creative features to assist in, including: Attracting Prospective Customer Nurturing Building Custom Email Campaigns Social Media Marketing Predictive Analytics Notable […]

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Salesforce Implementation Ad Victoriam
Jun 13, 2019
Planning Your Salesforce Implementation

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: Does your company have an internal resource who will be your project champion? Will that person have […]

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Tips for Salesforce Implementation Success
Jun 06, 2019
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 […]

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