Tag: Salesforce CRM

A Comprehensive Approach to Inherited Salesforce Orgs - Ad Victoriam Salesforce Blog
Mar 24, 2025
A Comprehensive Approach to Inherited Salesforce Orgs

0.75x 1x 1.25x 1.5x 2x 0:00… A Comprehensive Approach to Inherited Salesforce Orgs Apple PodcastsSpotifyAmazon MusicGoogle PodcastsSoundCloudStitcherShare Leave a ReviewListen in a New WindowDownloadSubscribe on AndroidSubscribe via RSSPlayer Embed On a recent, fascinating conversation on the Ad Victoriam Salesforce Simplified podcast, our Technical Architect Jitin Chatlani shared his expertise on taking over an existing Salesforce® […]

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The Inherited Org Playbook: Strategies for Salesforce Success - Ad Victoriam Salesforce Simplified Podcast
Mar 19, 2025
The Inherited Org Playbook: Strategies for Salesforce Success

0.75x 1x 1.25x 1.5x 2x 0:00… The Inherited Org Playbook: Strategies for Salesforce Success Apple PodcastsSpotifyAmazon MusicGoogle PodcastsSoundCloudStitcherShare Leave a ReviewListen in a New WindowDownloadSubscribe on AndroidSubscribe via RSSPlayer Embed Episode Notes/Resources: In this episode of Salesforce Simplified we’re talking with Ad Victoriam Solutions Salesforce Technical Architect, Jitin Chatlani, about inheriting a Salesforce org and […]

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How the Salesforce Platform Tailors Solutions for Your Business - Ad Victoriam Salesforce Blog
Jul 29, 2024
How the Salesforce Platform Tailors Solutions for Your Business

For businesses navigating the ever-evolving maze of their industries, maintaining a competitive edge means more than having a high-quality product or service. It’s about leveraging technology to enhance customer relationships, streamline operations, and create new revenue streams. Enter Salesforce®, a powerful customer relationship management (CRM) platform that adapts to your business needs. Whether you’re a […]

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You Build It and They Come Doesn't Work with CRM Adoption - Ad Victoriam Salesforce Simplified Podcast
Feb 14, 2024
You Build It and They Come Doesn’t Work with CRM Adoption

0.75x 1x 1.25x 1.5x 2x 0:00… You Build It and They Come Doesn’t Work with CRM Adoption Apple PodcastsSpotifyAmazon MusicGoogle PodcastsSoundCloudStitcherShare Leave a ReviewListen in a New WindowDownloadSubscribe on AndroidSubscribe via RSSPlayer Embed Episode Notes and Resources: In this episode of Salesforce Simplified, we’re talking with Michael Hudlow, a leader in business transformation and corporate […]

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How B2B Companies Provide a D2C Experience - Ad Victoriam Salesforce Blog
Apr 24, 2023
How B2B Companies Can Provide a D2C Experience

In today’s ever-changing digital age, customers are more empowered than ever before. They have access to a wealth of information and can make informed decisions about their purchases. This shift in consumer behavior has led to the rise of Direct-to-Consumer (D2C) companies that sell directly to consumers without involving any middlemen. While D2C companies have […]

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The Seven Stages of a Sales Pipeline
May 03, 2022
The Seven Stages of a Sales Pipeline

Not to be confused with a sales funnel – which looks at the whole customer journey and the various stages a consumer will go through in their journey towards purchase – a sales pipeline looks at the different steps in the sales process, from gaining the lead to closing the sale. It is brand-focused, in […]

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Sep 28, 2021
The Difference Between Tableau & Tableau CRM

Nothing moves without data analytics. Salesforce’s Tableau™ and Tableau CRM™ offer data solutions that are easy to analyze, and implement well with existing databases and/or Salesforce® CRM. Depending on a business’s needs or wants, one may work better than the other. However, having clean, usable data in a single system propels business forward. On a […]

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Signs That Businesses of Any Size Need CRM
Sep 21, 2021
Signs That Businesses of Any Size Need CRM

At AdVic, we seem to get this question every day: Is CRM worth it for my business?  In a word, yes! If you have customers, you can benefit from CRM (Customer Relationship Management), a methodology and system that helps businesses and organizations of any size track and manage information about prospects, leads, opportunities, customers, and […]

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Aug 24, 2021
Pharma Productivity Advances on Salesforce Maps Mobile

Growth within the pharmaceutical industry is inevitable. Every year, the world of pharma grows 7%, which is expected to score billions of revenue dollars. While the shift in focus for pharma sways between vaccines and new drugs, their challenges tend to persist. However, using cutting-edge technology with mobile access and artificial intelligence, such as Salesforce […]

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Driving Sales Efficiencies: A CRM Utilization Guide
Jul 06, 2021
Driving Sales Efficiencies: A CRM Utilization Guide

Salesforce® is an essential and dynamic business tool. When used effectively, sales and marketing teams are met with significantly less challenges in their every-day operations. From visual dashboards to automations Salesforce is a CRM that works for its users. The platform brings efficient processes that allows you to focus on building an everlasting relationship with […]

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