Tag: CRM

Featured Video Play Icon
Apr 28, 2020
4 Ways Salesforce CRM Improves Lead Conversions

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 […]

Continue Reading

How to Convince Your Stakeholders It's Time to Get a CRM
Feb 26, 2020
How to Convince Your Stakeholders It’s Time to Get a CRM

In 2020, the term “digital transformation” is more than just a buzz phrase. It’s the single biggest reason why business stakeholders need to end their nightmares with their disparate systems and implement a unified Customer Relationship Management (CRM) tool to even have a chance at meeting their business goals. From having the ability to unlock […]

Continue Reading

Prepare for Your Next Open Enrollment Now
Jan 14, 2020
Prepare for Your Next Open Enrollment Now

For those of you in the payer space, congratulations! You just recently put to bed the Open Enrollment for 2019. So, how did it go? At this early point here in 2020, you might be asking yourself several questions, including: What can my company do now to attract new customers for the next Open Enrollment […]

Continue Reading

Health Cloud: The New Payer Data Model
Dec 03, 2019
Health Cloud: The New Payer Data Model

Built on the world’s #1 CRM platform, Salesforce’s Health Cloud solution is quickly becoming the new payer data model. Why? It offers a complete view of members in a single dashboard, driving productivity for service agents and clinical professionals. Simply put, the insurance market is recognizing the urgency that it needs to adapt to today’s […]

Continue Reading

Salesforce Lightning Rollout Blog Image
Sep 10, 2019
9 Steps to a Successful Salesforce Lightning Rollout

It’s unlikely that you haven’t heard, but to be safe, here’s a reminder: the Salesforce Lightning rollout is starting in Winter ‘20. If that fact has left you bewildered (or starting to panic), let’s clarify a few things before we get to the 9 steps to a successful Lightning rollout: First, know that with the […]

Continue Reading

Customer Success: Platform Growth Drives Personalization and Customer Satisfaction
Sep 05, 2019
Platform Growth Drives Personalization and Customer Satisfaction

After interviewing, researching and “scoring” a number of implementation firms, DataScan selected Ad Victoriam Solutions to assist in a series of projects, starting with a clean-up and upgrade to Salesforce® Lightning on their Sales Cloud. These upgrades were necessitated as a result of DataScan operating in disparate systems and dealing with multiple sources of truth. […]

Continue Reading

Winning Strategies to Increase Salesforce Adoption
Aug 29, 2019
Winning Strategies to Increase Salesforce Adoption

Picture this… Tomorrow is your company’s long-awaited go-live date for your brand new Salesforce® CRM. In it, you have built some exceptional apps and features for your team and you can’t wait to roll them out. But then you ask yourself, “Will our team actually adopt using it, and have we as a company done […]

Continue Reading

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 […]

Continue Reading

Rethink Your Approach to CRM Integration
Jul 25, 2019
Rethink Your Approach to CRM Integration

For a lot of businesses, their approach to technology comes in fits and starts. They’ll add one program but still be reliant on outdated or time-consuming processes for some essential piece of the day-to-day. Or they have a bunch of different tech pieces that have been purchased and integrated all at different times, making the […]

Continue Reading

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 […]

Continue Reading