Ad Victoriam is a Salesforce® and MuleSoft® Partner that provides multi-cloud consulting services, from strategy to implementation. Our nimble team of certified professionals across the United States accelerates businesses by simplifying complex problems through cloud and data expertise. As a Certified B Corp, we balance purpose with profits and have made a strong commitment to the community. Learn more at www.AdVic.com. Visit our podcast homepage here: https://www.advictoriamsolutions.com/resources/podcast/.

Customers and employees are demanding that the corporate world begin to serve all stakeholders, including their employees, communities, and the environment. More and more companies are listening and have begun incorporating Corporate Social Responsibility (CSR) initiatives into their day-to-day business operations. But for those considering it and for everyone working to be the good they want to see, how can you make your company stand out? Becoming a Certified B Corporation is now the gold standard of the CSR world. Learn what it is, how to become one and how to truly have an impact. And if we can answer any questions you have about becoming a B Corporation, visit us at www.AdVictoriamSolutions.com. Guest Speaker: AdVic's Nathan Stuck.

The Gold Standard of CSR (Corporate Social Responsibility)

When your member data is located in different systems, data is disconnected and not relatable, and effectively managing your members is challenging and ineffective. By unlocking and connecting data, you will see one coordinated view, in one system. Imagine access to members’ changes in benefits, claims submitted, claims paid, sales solutions, reporting, and even be able to reach out to members on a personalized level through marketing. In this podcast we'll reference Health Cloud for payers by Salesforce to discuss the value of connected data. To learn about how AdVic can help you connect your data, visit us at www.AdVictoriamSolutions.com. Guest Speaker: AdVic's Erin Snyder.

Connecting Data to Transform Payer-Member Relationships

Learn all about the power of Salesforce B2B Commerce and how its implementation into your CRM can benefit your business. Guest Speaker: AdVic's Sean McVay.

And to learn even more about Salesforce B2B Commerce, click here: https://bit.ly/3dJ6nDD.

Introduction to Salesforce B2B Commerce

Who are the most important people to your organization? Customers? Donors? Employees? Connecting with the people who matter most to your business' success is a top priority. Engaging customers, employees, donors, volunteers, and stakeholders is fundamental to the growth of any operation – whether you are running a Fortune 500 company or local non-profit.

In this "Salesforce Simplified" podcast episode - with our guest speaker, AdVic's Ricardo Diaz - we talk about how Salesforce's Community Cloud can give your business the roadmap it needs to manage these connections in a personal, yet efficient way.

*Note: As of September 23, 2020, Salesforce's Community Cloud is now known as Experience Cloud.

Get more information on Salesforce Experience Cloud (formerly Community Cloud) here: https://bit.ly/3sZLf2D.

Get to Know Salesforce Community Cloud

Learn the basics of what Salesforce CPQ (Configure, Price, Quote) is, and how it revolutionizes the way sales teams work. Guest Speaker: AdVic's Tyler Law.

Additional Salesforce CPQ info here: https://bit.ly/3wz8BOA.

The ABC's of Salesforce CPQ

Learn about the Ad Victoriam Elevate Program, which trains college graduates (or students in their last semester) to become Salesforce Analysts. Guest Speaker: AdVic's Grant Keller.

Learn more about the Elevate Program here: https://bit.ly/3qGeJjW.

The Ad Victoriam Elevate Program

More and more businesses today are empowering their sales and service teams with Salesforce Maps. Easily accessible on mobile or desktop, this tool provides your teams with a location-based view of critical customer data. Teams cut down on time spent planning and spend more time building meaningful, long-term relationships with their customers face-to-face. Guest Speaker: AdVic's Heather Bruder.

Increase Sales & Service Productivity with Salesforce Maps

Thriving businesses are agile, scalable and continually innovate to serve their customers. Based on industry best practices and the latest Salesforce advancements, learn how AdVic's Thrive Managed Services for Salesforce program keeps your cloud-based software in alignment with your processes and goals so your business can thrive. Guest Speaker: Ad Victoriam's Karen Dickinson.

AdVic's Thrive Managed Services for Salesforce Program

To help get you ready for the Salesforce® Winter ’21 Release, Ad Victoriam consultant Aaron Chamblee helps us go through the latest Salesforce innovations across mobile, industry solutions, content management, AI, and more to highlight seven of the standout new features. Learn more about the Salesforce Winter ’21 Release here: https://bit.ly/3iz77MS.

Highlights from Salesforce's Winter '21 Release

Thinking about becoming a Salesforce Developer, but not sure about the skills you will need to make it in this competitive field? Ad Victoriam consultant and developer Warren Walters offers advice on those needed skills, plus has suggestions on where you can go to get the training you’ll need.

Skills Every Salesforce Developer Needs

Ad Victoriam Field Service Practice Lead Jake Mize discusses Salesforce’s Field Service - and why the service industry should take note of its capabilities not only for their field teams but for their overall customer experience as well. Learn more about Salesforce Field Service here: https://bit.ly/2GhNjzr.

An Inside Look at Salesforce Field Service

The Analytics Power Inside Salesforce’s Tableau CRM and Tableau

Ad Victoriam’s Analytics Practice Lead Abby Schreiber takes us inside Salesforce’s Tableau CRM and Tableau to talk about the analytical power that their individual platforms can bring to any business. Learn more about how Tableau CRM and Tableau can help your business here: https://tabsoft.co/36CY8FT. And if you have more questions, reach AdVic here: http://bit.ly/2X8ypOG.

The Analytics Power Inside Salesforce Tableau CRM and Tableau

Ad Victoriam VP of Manufacturing Delivery, Daniele Osif, talks about the many ways that manufacturers can digitally transform their businesses to deliver modern, connected experiences that improve internal operations and also enhances their customer service experience through a Salesforce solution. Learn more about Salesforce solutions for manufacturers here: https://www.advictoriamsolutions.com/ and here: https://bit.ly/3a0IyHf. You can also watch a manufacturing customer talk about their experience with AdVic here: https://youtu.be/BPj9HGalJx0.

Salesforce Solutions for Manufacturers

A conversation with David Panitch, President of Results Technology Group, about Digital Transformations and what to consider when planning for one for your business.

Helpful Links:

Digital Transformation Symposium - February 9, 2021: https://bit.ly/2GsIJOI.

Ad Victoriam's "The Roadmap to Your Digital Transformation" eBook: http://bit.ly/2XGnkHu.

Preparing for a Digital Transformation

Ad Victoriam consultant Aaron Chamblee break's down six highlights from Salesforce's Spring '21 Release, several of which enhance the Salesforce Field Service experience.

Additional Resources:

"6 Top Salesforce Spring '21 Release Highlights" Blog: http://bit.ly/38C8aZZ

Salesforce Spring '21 Release Notes: http://sforce.co/3r2dEUp

Highlights from Salesforce's Spring '21 Release

On this episode of AdVic’s Salesforce Simplified podcast, we're delighted to have as a guest Diane Helbig, the Chief Improvement Catalyzer at Helbig Enterprises. 

Our first topic is the world of sales - what companies are doing right...and wrong these days within their sales departments. We also get some tips on effective sales productivity and bringing deals to a close. 

We then switch gears and talk specifically about sales from a retail perspective and touch on what has changed for retailers and consumers as a result of the pandemic. 

Diane also talks about what people want to buy these days, and how retailers are bidding for their business via personalized journeys… and more.

Reach Diane via: https://www.helbigenterprises.com/.

Diane's book, "Succeed Without Selling," is available here: https://amzn.to/3uIJcRV.

Sales is Not a 'Churn and Burn,' It's a Partnership

Guest Andrew Deutsch talks about lead conversions, how to turn sales teams into selling machines, CRM implementations, AI, and more.

Andrew helms Fangled Tech International, a strategic marketing consultancy with services including fractional CMO leadership, in-depth research beyond the financials for M&A, in addition to total branding and go-to-market strategy creation. Reach Andrew at https://fangledtech.com.

Episode Notes:

- The Virtual Presenter Course (w/$50 off coupon applied): https://virtualpresentercourse.com/impact25/aff/5/.

- 4 Ways Salesforce CRM Improves Lead Conversions: http://bit.ly/3lAd0Kv.

- How to Convince Your Stakeholders It's Time to Get a CRM: http://bit.ly/3ru8FMJ.

Turn Sales Into Selling Machines, CRMs, AI, and More

AdVic’s own Cassie Nettles talks about how she began her career path into the tech world, plus she talks about encouraging and supporting women in the workplace, especially working moms.

Resources:

Five Tips for Building Up and Supporting Women in the Tech Field: https://bit.ly/3a7AK62

30 Ways to Be an Ally for Women in Tech: https://bit.ly/3e0ek7J

4 Ways to Support Working Mothers in Your Organization: https://bit.ly/3gcmpJ9

Watch the AdVic "Culture" video (see if you can spot Cassie!): https://bit.ly/37crB9m.

Supporting Women in Tech

A conversation with Ali Davachi, CEO of the Boulder, CO-area tech consulting firm Realware (https:www.realware.com). Ali offers tips on avoiding digital transformation project failures (like having a healthy company mindset and culture), and how to make your project a success.

Digital Transformation Resources:

Getting Started with Digital Transformation
https://bit.ly/3uoE9G0

Digital Transformation 101: Your Questions Answered
https://bit.ly/3cAgI6a

Preparing for a Digital Transformation
https://bit.ly/2XWKZDD

Making Your Digital Transformation a Success

Episode Notes

T-Mobile Business Sales Manager Kenneth Scott leads his sales team daily in executing key business metrics, which makes him uniquely qualified to talk about making Salesforce work in your company.

Reach Kenneth Scott:

Email: info@kennethscott.me

Maximizing the Student Athlete: https://www.maximizingthestudentathlete.com/

Resources:

Salesforce Implementation - https://bit.ly/3v9bbJK

Salesforce Integration - https://bit.ly/3gsKagl

4 Ways Salesforce CRM Improves Lead Conversions - https://bit.ly/3lAd0Kv

How to Convince Your Stakeholders It’s Time to Get a CRM - https://bit.ly/3ru8FMJ

How CRM Utilization Drives Sales Efficiencies

Episode Notes:

In this “Salesforce Simplified” episode, we're talking with AdVic Technical Account Executive Matt Rothman about how the utilization of data, reports, and dashboards within Salesforce's CRM helps him manage his business relationships and close more deals.

Resources:

Salesforce Implementation: https://bit.ly/3v9bbJK

Salesforce Integration: https://bit.ly/3gsKagl

4 Ways Salesforce CRM Improves Lead Conversions: https://bit.ly/3lAd0Kv

How to Convince Your Stakeholders It’s Time to Get a CRM: https://bit.ly/3ru8FMJ

Tracking People, Places and Things with CRM

AdVic CPQ Practice Lead Aaron Chamblee talks about some of his favorite new features in the Salesforce Summer ‘21 Release, focusing on Sales Cloud, Service Cloud, Field Service, and more.

Salesforce’s Complete Summer ’21 Release Notes: https://sforce.co/3r2dEUp

Previous Salesforce Release Podcasts from AdVic:

Spring ’21 Release: https://bit.ly/3ccFtFj

Winter ’21 Release: https://bit.ly/3fGa4Lu

Salesforce Summer '21 Release Highlights

Episode Notes:

Vende Digital founder and CEO Paul Slack offers B2B Marketing tips across the topics of marketing strategies, sales and marketing, SEO, and social media.

Links:

Vende Digital: https://vendedigital.com/

Paul’s Book: “Social Rules!” - https://amzn.to/3ct2T8s

Paul’s “Where Are My Leads” Webinar: https://bit.ly/2SxBk7l

Ultimate Guide to LinkedIn Lead Generation eBook: https://bit.ly/3iBRsiV

Test a website's readiness for Google Core Web Vitals: https://bit.ly/2SoAUjL

Learn More About B2B Commerce Solutions: https://bit.ly/3dJ6nDD

Request an AdVic Expert as a Guest on Your Podcast: Send an email to mike.boyle@advic.com

B2B Marketing Tips You Have Not Thought Of

During this AdVic "Salesforce Simplified" podcast, we get to know MuleSoft Commercial Account Executive Ashley Casey, who talks about her role at the company, her love of technology, and her volunteer work with Women In Technology.

Episode Notes:

MuleSoft Information:  https://www.mulesoft.com/ and https://bit.ly/2VZV9SZ

Women In Technology: https://www.womenintechnology.org/

Meet MuleSoft's Ashley Casey

Christine Marshall is a 4x Salesforce-Certified Evangelist from Salesforce Ben, who also serves as a Salesforce Admin Group leader and has been named a Salesforce MVP in both 2020 and 2021.

Episode Notes:  

Salesforce Ben: https://www.salesforceben.com/

Bristol Salesforce Admin User Group: https://trailblazercommunitygroups.com/salesforce-admin-group-bristol-united-kingdom/

Admin Group, Bristol, UK - Trailhead: https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000001oGiCAI#discussion

Bristol Salesforce Admin Group - LinkedIn: https://www.linkedin.com/groups/8809798/

Bristol Salesforce Admin Group - Twitter: @BristolSFUG

Christine Marshall’s “The Everyday Admin Blog: https://theeverydayadmin.com/

Meet Salesforce Ben's Christine Marshall

On this episode of “Salesforce Simplified,” our guest is Ad Victoriam’s Analytics Practice Director, Abby Schreiber. We last spoke to Abby on this podcast in November 2020 (https://bit.ly/3fvuAz8) about the analytics power within Tableau™ and Tableau CRM™. This time, we’re talking about the difference between those two Salesforce® tools and what to take into consideration when choosing between them.

Episode Notes:

Learn More About Tableau and Tableau CRM: https://bit.ly/2Qq9SqD

The Analytics Power Inside Salesforce Tableau CRM and Tableau: https://bit.ly/3fvuAz8

What's the Difference Between Tableau and Tableau CRM?

Ad Victoriam Executive Director, Technical Operations, David Litton, talks about how our Service Cloud Accelerator can increase the speed of any business' service delivery and satisfaction within just weeks...not months.

Episode Notes:

Learn more about AdVic's Service Cloud Accelerator: https://bit.ly/3wUj7PR.

David Litton Explains AdVic's Service Cloud Accelerator

On this “Salesforce Simplified” episode, we speak with AdVic CPQ Practice Lead Aaron Chamblee about some of his favorite new features in the Salesforce Winter ‘22 Release across Sales Cloud, Reporting, Experience Cloud, Field Service, and Service Cloud. 

Links:

Salesforce Winter ’22 Release Notes: https://sforce.co/3jPHlXK.

Top 6 Salesforce Winter ’22 Release Highlights - AdVic Blog: https://bit.ly/3tjbfXI.

Top 6 Salesforce Winter '22 Release Highlights

Episode Notes:

On this episode of “Salesforce Simplified,” our guest is Megan Burns, a Customer and Employee Experience expert, who helps good people deliver great experiences. Our discussion specifically focuses on creating world-class B2B customer experiences.

Visit Megan Burns’ Website: https://www.megan-burns.com.

Learn about B2B Commerce Cloud: https://bit.ly/3dJ6nDD.

B2B Customer Experiences By People, Built For People

Episode Notes:

An overview of MuleSoft Composer for Salesforce is the subject of this “Salesforce Simplified” podcast, and there’s no one better-suited to speak on the subject than AdVic’s own MuleSoft Practice Director, Tom Minton.

MuleSoft Composer Info: https://sforce.co/3AdS1VR

Learn more about MuleSoft Anypoint Platform: https://bit.ly/2VZV9SZ

MuleSoft Composer's Ease of Use Reduces the Need for IT

Episode Notes:

On this episode of AdVic’s "Salesforce Simplified" podcast we talk with AdVic Experience Cloud Practice Lead Ricardo Diaz about all the amazing things Salesforce’s Experience Cloud™ can do for your business' teams and customers.

Learn more about Experience Cloud: 

https://bit.ly/3sZLf2D

https://sforce.co/3CyMiv2

Connected Experiences with Experience Cloud

Episode Notes:

Have you ever wondered what it was like to go through a Salesforce implementation? Well, you’re about to find out!

On this episode of “Salesforce Simplified,” we’ve invited AdVic’s Executive Director of Delivery - Jenny Chiczewski - to walk us through a Salesforce implementation, from initiation to the all-important (and butterflies-in-the-stomach) go-live day.

Salesforce Implementation Resources:

Salesforce Implementation with AdVic: 
https://bit.ly/3v9bbJK

When Outsourcing a Salesforce Implementation Makes Sense: 
https://bit.ly/2Z3sSjz

Tips for a Successful Salesforce Implementation: 
https://bit.ly/3kTRlzA

Planning Your Salesforce Implementation: 
https://bit.ly/3Dz84zo

Finding the Right Salesforce Implementation Partner: 
https://bit.ly/3CvCuRB

Inside a Salesforce Implementation: From Initiation to Go-Live

Episode Notes/Resources:

Phil Everhart, President & Founder of SmartFox Technologies, talks about how companies can better accurately forecast sales in their CRMs using AI (Artificial Intelligence).

Phil Everhart and SmartFox Technologies: 
https://www.smartfoxtechnologies.com/

Turn Sales Into Selling Machines, CRMs, AI, and More: 
https://bit.ly/3rvuhbw

Contact AdVic: 
https://bit.ly/3ki1O7l

How to Improve Sales Forecasting in Salesforce with AI

Episode Notes/Resources:

We’ve invited back to the Salesforce Simplified podcast our Salesforce Release guru, AdVic Revenue Cloud Practice Lead Aaron Chamblee, to talk about some of his favorites new features in the Salesforce Spring ‘22 Release, focusing this time on automation, and specifically “flow.”

Salesforce's Spring ‘22 Release Notes: https://sforce.co/3JCEoVv.

Go with the Flow - Highlights from the Salesforce Spring ‘22 Release (AdVic Blog): https://bit.ly/3Gj0XfU.

Go with the Flow - Highlights from the Salesforce Spring '22 Release

On this episode of "Salesforce Simplified," the topic is “How to Utilize Automation to Accelerate the Sales Cycle,” and our guest is Conga’s Director of Digital Transformation for Automation, Brad Brochocki.

Episode Resources: 

Do You Really Need Sales Automation?: https://sforce.co/3s5Ajm3

Conga: https://conga.com/

How to Utilize Automation to Accelerate the Sales Cycle

Tech Trends - today’s biggest buzz topics, as well as the tech trends on the horizon for Salesforce - are the topics of this episode of "Salesforce Simplified." To discuss these topics, our guests are the Founder & Co-Editor of London-based Salesforce Ben, Ben McCarthy, who is also a Non-Executive Director at Cloud Orca, a London-based Consultancy, and the President of Ad Victoriam Solutions, Brian Mize.

Episode Notes/Resources:

Salesforce Ben: https://www.salesforceben.com/

Transform Technology Headaches Into Success: https://bit.ly/3xG4vE7

Talking Tech Trends with Salesforce Ben

On this episode of “Salesforce Simplified,” the topic is “Creating Exceptional Online Customer Experiences,” and our guest is AnswerLab Principle Researcher Bob Berry, who has guided Google, Amazon, Facebook, and many others to create new, optimal online experiences.

Episode Notes/Resources:

AnswerLab: https://www.answerlab.com/

Free resources from Bob Berry to create a compelling virtual presence for your customers: https://itstheusers.com/advictoriam

B2B Customer Experiences By People, Built For People: https://bit.ly/3zVgIWj

Creating Customer & Employee Experiences That Resonate: https://bit.ly/3nSseO6

Connected Experiences with Experience Cloud: https://bit.ly/3EualvC

Top Brands Use These Components to Create an Effective Customer Experience

On this episode of "Salesforce Simplified" we're talking with AdVic Senior Consultant Cammy Comiskey about some of her favorite new features in the Salesforce Summer ‘22 Release.

Episode Notes:

Salesforce Summer ‘22 Release Notes: https://sforce.co/3sQndcn

Highlights from the Salesforce Summer ’22 Release (Blog): https://bit.ly/38qTCiN

Highlights from the Salesforce Summer '22 Release

In this episode of "Salesforce Simplified," we take a deep dive inside Salesforce’s Commerce Cloud™ with the help of AdVic’s Senior Vice President of Commerce, Aaron Hutten.

Episode Notes:

Commerce Cloud - Unifying the Buying Experience Across All Channels: https://bit.ly/3dJ6nDD

Grow Your Business Faster with Salesforce Commerce Cloud: https://sforce.co/3GlaDHC

Scale Quickly, Connect with Customers, Manage Multiple Brands with Salesforce Commerce

On this episode of “Salesforce Simplified,” we’re speaking with Chip Boeneke, VP of Information Technology at Residential Elevators, about digital experiences within the manufacturing industry, and in 
particular, his company’s recent digital transformation.

Episode Notes/Resources:

Salesforce for Manufacturing: https://bit.ly/3FIhZ5Y
Take the Manufacturing Cloud Quiz: https://bit.ly/3ovMKp8
The 5 Most Important Things Manufacturing Cloud Does for Businesses: https://bit.ly/2YWlaqZ

Manufacturer Transforms Customer and Team Member Experience with Salesforce

Episode Notes/Resources:

On this episode of “Salesforce Simplified,” the topic is “Managed Services Programs,” and our guest is AdVic’s Director of Managed Services, Joel Cajigas.

AdVic Provides a Managed Services Solution: 
https://bit.ly/312YEOh

Building and Maintaining Relationships Through Managed Services: https://bit.ly/3lqVkof

Moving Your Business Forward with Managed Services: 
https://bit.ly/3NGHDw4

Listen to What Salesforce Managed Services Can Do For You

Episode Notes:

On this episode of “Salesforce Simplified,” we speak with Nick Glimsdahl, who is the Director of Contact Center Solutions at VDS, a company that helps companies improve contact center operations. He's also a speaker on Customer Experience, Employee Experience and Digital Transformation, and is a featured contributor for ICMI, a company that works with contact centers to accomplish desired outcomes and prepare them for the future. Additionally, Nick has his own podcast, “Press 1 For Nick.”

Helpful Links:

Digital Transformation: 
https://bit.ly/3GGR382

Customer Experience: 
https://bit.ly/3b28aGw

VDS: 
https://www.govds.com/

ICMI: 
https://www.icmi.com/

Press 1 For Nick Podcast: 
https://press1fornick.com/

Enhancing Customer Experience Through Digital Transformation

Episode Notes/Resources:

On this episode of Ad Victoriam’s “Salesforce Simplified” podcast, we’re taking a look at six new standout features in the Salesforce Winter ‘23 Release, which includes updates to Einstein Analytics, Commerce Cloud, Dynamic Forms, Workflow Rules and more.

Resources:

Highlights from the Salesforce Winter ’23 Release (Blog):

https://bit.ly/3wHDLoF

Salesforce Winter ‘23 Release Notes:

https://sforce.co/3PzWcST

Highlights from the Salesforce Winter '23 Release

Episode Notes/Resources:

On this episode of "Salesforce Simplified," we’ve invited MuleSoft® Account Executive, Wes Disher, to talk about an exciting new offering at MuleSoft, Robotic Process Automation™ (RPA).

Robotic Process Automation (RPA) Info:
https://bit.ly/3T69A43
 https://bit.ly/3Cijcmw

MuleSoft: 
https://www.mulesoft.com/

AdVic/MuleSoft Partner: 
https://bit.ly/2VZV9SZ

Replace Repetitive Processes and Tasks with MuleSoft RPA

Episode Notes/Resources:

On this episode of “Salesforce Simplified,” the topic is “Maximizing Salesforce for Sales Teams,” and our guest is HexArmor’s Director of Sales, Geno Lechuga.

HexArmor: 
https://www.hexarmor.com/

Geno Lechuga on LinkedIn: 
https://www.linkedin.com/in/geno-lechuga-518a446/

How to Convince Your Stakeholders it’s Time to Get a CRM:
https://www.advictoriamsolutions.com/blog/how-to-convince-your-stakeholders-its-time-to-get-a-crm/

The Seven Stages of a Sales Pipeline:
https://www.advictoriamsolutions.com/blog/the-seven-stages-of-a-sales-pipeline/

Ad Victoriam Salesforce Simplified