Tag: Salesforce

7 Tips for Making the Most of Your Salesforce Investment
Feb 04, 2020
7 Tips for Making the Most of Your Salesforce Investment

How many times have you bought a product or service – either personally or professionally – and have regretted not taking the time to look under the hood so you could get the most out of your investment? If you’re honest with yourself, probably more times than not. So, how do you ensure that you […]

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5 Reasons Your Team Needs Salesforce Maps
Jan 28, 2020
5 Reasons Your Team Needs Salesforce Maps

Not aware of Salesforce Maps? In a nutshell, using Salesforce Maps allows sales reps to make more money at their desks or in the field. They can free up more time to sell by decreasing time spent planning, driving, and tracking field activities. Utilizing Salesforce Maps (formerly MapAnything) turns the Salesforce experience interactive by displaying […]

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Manufacturing Technology Salesforce CRM
Jan 16, 2020
Innovative Technology that Drives Manufacturing Sales

Innovative Solutions for Manufacturing Technology now exists so companies no longer have to be held back by the old ways of doing things. Manufacturers can replace legacy tools and siloed spreadsheets so sales teams can better serve customer needs and compete in the current landscape. An independent survey by Confirmit found organizations that adopted a CRM […]

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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 […]

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Connecting Systems to Unlock Opportunities
Jan 07, 2020
Connecting Systems to Unlock Opportunities

When a company experiences rapid growth, often technology platforms are pushed beyond their original capability in an effort to keep pace. This can lead to a tangled web of disconnected systems and, in turn, disconnected processes and data. Twiddy & Company faced this exact situation and engaged Ad Victoriam to help them re-engineer their technology […]

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Field Service Lightning Connects Your Workforce
Dec 17, 2019
Field Service Lightning Connects Your Workforce

Salesforce’s Field Service Lightning (FSL) was designed to connect your workforce, enabling them to deliver intelligent and productive on-site services. It allows for faster delivery and smarter and more personalized service from the phone to the field on one platform. But the truth is, FSL does so much more. Smarter and Faster Service When it […]

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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 […]

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News from Dreamforce
Nov 25, 2019
News from Dreamforce 2019

Was it the Fireside Chat with Salesforce Chairman/Co-CEO Marc Benioff and Apple CEO Tim Cook that was the highlight for you at Dreamforce 2019? Maybe it was the conversation with former President Barack Obama or exhibits you saw in the Dreamforce Campground? Perhaps it was a specific session you attended or Fleetwood Mac’s awesome performance, […]

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Sales Cloud Transforms Sales Operations
Nov 14, 2019
Sales Cloud Transforms Sales Operations

Roam needed to improve control and management over multi-location meeting room bookings and reporting for their sales operations. Their current management software, Gather, and CRM, InfusionSoft, no longer offered enough flexibility or scalability. Roam needed to transform those legacy systems into a higher level of data visibility to keep pace with their growth. Atlanta-based Roam, […]

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Must-Attend Dreamforce 2019 Sessions
Nov 07, 2019
Must-Attend Dreamforce 2019 Sessions

Where to go and what to do is on the minds of many people as they plan their trip to Dreamforce. Since planning is key to maximizing your experience, Ad Victoriam’s Salesforce® consultants recently put together some helpful tips for getting the most out of your upcoming Dreamforce 2019 experience. Now, our team has highlighted […]

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