Success in today’s manufacturing industry is dependent on stellar products and exceeding customer demand by producing and delivering those products in an efficient manner. That means aligning sales and operations. Step one in that process means making sure account teams have the needed visibility into a complete overview of a customer’s business. That includes a […]
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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 […]
Holiday shopping at big box stores typically begins before the Thanksgiving leftovers get cold. Last year, holiday gift-giving shoppers spent $9.9 billion on Thanksgiving and Black Friday alone, and another $7.9 billion on Cyber Monday, according to Shopify. With holiday spending increasing every year, we are also seeing an increase in conscious consumerism where people […]
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, […]
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, […]
Ad Victoriam loves being a B Corp. It is an integral part of our DNA and is a part of every decision we make as a business, but our mission continues. From the customers we do business with to the suppliers we purchase from, and the benefits we offer, our status as a Certified B […]
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 […]
Ad Victoriam’s consultants have been spending a lot of time interacting with many of the new features in Salesforce’s Winter ’20 Release, including some exciting updates made to Einstein Analytics, which we’re excited to share with you now. Einstein Forecasting AdVic Overview: Now get support for Quarterly Forecasting. Salesforce Description: Do you use a quarterly […]
As the excitement continues to build for Salesforce’s highly anticipated Dreamforce 2019, Ad Victoriam polled our seasoned Dreamforce-attending veteran consultants for tips on how to make the most of your time there, especially if you are a newbie Trailblazer on your first adventure. What to Wear/Bring 1. With over 2,700 Dreamforce sessions and workshops, exhibits, […]
For the past decade, hospitals and physicians have been transitioning from paper-based to electronic health records (EHR) to connect care. They have done this to expedite the exchange of patient information, with the hope that it will also, somehow, optimize patient revenue streams. In that time, more than 95 percent of hospitals and nearly 90 […]