Salesforce® continues to go to market with new products and features year after year. Our question for you is: How well are you taking advantage of them? Regularly deploying new feature sets to the public is something that makes Salesforce unique. Several releases per year, new acquisitions right and left, it’s endless. With such evolution, […]
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Calling all fans of summer! Salesforce has packed their platform with exciting new Summer ‘21 Release features that all orgs will be experiencing by June 11-12, 2021. For this Salesforce Release, AdVic’s CPQ Practice Lead Aaron Chamblee (pictured, above) poured through every one of the new features and we have highlighted the ones he is […]
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By now, many consumers are aware of the B Corp Certification and can name a few of their favorite brands that use business as a force for good—such as Warby Parker, Cabot, Ben & Jerry’s, and Seventh Generation. However, many people may not be aware that there are more than 3,600 other companies that are […]
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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, […]
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There isn’t much left to be said about 2020. The adjectives have been used again and again: unprecedented, trying, challenging, unlike any other. But like the phoenix rising from the ashes, we know 2021 has brought with it a chance to start anew, full of optimism and opportunity. But as we have charged head-first into […]
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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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