News, Tips and Stories that Empower You
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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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 […]
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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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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 […]
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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, […]
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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 […]
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Excitement spreads through Ad Victoriam when Salesforce releases new features! The Winter ’20 Release has numerous advances for its Lightning Experience, ones we can’t wait to dive into. Ad Victoriam’s consultants have been spending a lot of time interacting with these features and we’re ready to share a few of the best new Lightning Winter […]
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With all of the change in the air right now, from the Global Climate Strike to the Business Roundtable’s commitment to a new Statement of Purpose for corporations, the priority of the stakeholder over the shareholder has never been greater. At this year’s Champions Retreat in Los Angeles, the annual gathering of North American B […]
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Here’s a question that might be keeping you up at night: Do I need to outsource my Salesforce® implementation? And while there is no simple answer to that question, as a decision to outsource can be a strategic and tactical choice, the answer will most certainly be based on your own company’s internal structure, talent, […]
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Truth be told, Salesforce® really built Lightning Experience for everyone, and that includes business users. Whether you’re in Sales or Service, Lightning Experience helps Salesforce business users soar to the highest levels of productivity, with features like Kanban, Path and Guidance, Opportunity Workspace, Split View, mass inline edit in List View, Keyboard Shortcuts, Lightning Console […]
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