Shows
Ad Victoriam Salesforce SimplifiedFrom Hype to Help: AI's Practical Path to Better B2B ConnectionsEpisode Notes and Resources
On this episode of the Ad Victoriam Salesforce Simplified podcast, we're delighted to have as a guest Megan Burns, a Customer & Employee Experience expert, who helps good people deliver great experiences. She stopped by the podcast to talk specifically about AI and how it is being incorporated into B2B customer experiences.
Megan Burns’ Website
:
https://www.megan-burns.com
Megan Burns on LinkedIn:
https://www.linkedin.com/in/meganburns/
2025-04-1626 min
Ad Victoriam Salesforce SimplifiedThe Inherited Org Playbook: Strategies for Salesforce SuccessEpisode 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 key considerations admins need to heed.
Resources:
How to Keep Your Salesforce Org Secure and Up-To-Date:
https://tinyurl.com/bdhd9myv
Set Up Your Salesforce Org for Integration with MuleSoft:
https://tinyurl.com/2fvux5w3
Jitin Chatlani on LinkedIn:
https://tinyurl.com/bdpncha6
2025-03-1833 min
Ad Victoriam Salesforce SimplifiedAI Meets Human Touch: Understanding Salesforce AgentforceEpisode Notes/Resources:
In this episode of Salesforce Simplified we’re talking with Ad Victoriam Solutions’ “AI Guy,” Drew Becker, about Salesforce Agentforce. This customer service tool empowers agents with AI-driven insights, automation, and a unified interface to streamline workflows, enhance productivity, and deliver exceptional customer experiences across channels.
Resources:
Introducing Salesforce Agentforce: A Revolutionary Tool for Customer Support:
https://tinyurl.com/yhkz7ukh
Agentforce Elevates Customer Support with AI-Agents and Human Intelligence:
https://tinyurl.com/5y9j2wan
Leveling Up Customer Support: Is Salesforce Service Cloud the Missing Piece?
https://tinyurl.com/2p9u6fnr
2025-02-1721 min
Ad Victoriam Salesforce SimplifiedTop New Features for Admins Inside Salesforce's Spring '25 ReleaseEpisode Notes/Resources:
In this episode of Salesforce Simplified we’re talking with Salesforce Ben’s Technical Content Director Christine Marshall about her favorite new features inside Salesforce’s Spring ‘25 Release.
In addition to her Salesforce Ben duties, Christine is a 12x Salesforce-Certified Evangelist, a Salesforce Admin Group leader, and has been named a Salesforce MVP several times.
Christine Marshall on LinkedIn:
https://bit.ly/3UI8jjK
Salesforce Ben:
https://www.salesforceben.com/
Bristol Salesforce Admin User Group:
http://bit.ly/3NZi62W
Salesforce Spring ‘25 Release Notes:
https://tinyurl.com/2prn3fw2
Christine’s Spring ‘25 Articles:
13 Hottest Salesforce Spring ’25 Features for Admins
https://tiny...
2025-01-2211 min
Ad Victoriam Salesforce SimplifiedB2B Marketing Strategy: CRM, AI, Challenges & TrendsEpisode Notes & Resources:
In this episode of Ad Victoriam Salesforce Simplified, we welcome back Vende Digital CEO & Chief Strategist Paul Slack. This time we’re going to split the episode into two parts. In the first part, we’ll discuss the state of B2B Marketing this year, and look ahead to 2025. Then, we’re going to discuss the role that CRM should be playing for marketers, in particular, how marketers should be leveraging their CRMs, and we’ll be offering some best practices tips.
Paul’s Resources:
Paul Slack on LinkedIn:
https://www.linkedin.com/in/paulslack/
Vende Digital on LinkedI...
2024-12-0433 min
Ad Victoriam Salesforce SimplifiedEmpowering Salesforce Developers: Expert Advice from Warren WaltersEpisode Notes/Resources:
In this episode of Salesforce Simplified, we’re talking with Warren Walters, the Founder/Chief Programmer Path Planning Officer at Cloud Code Academy, about the biggest issues Salesforce Developers and Admins face today, how to get right with them, and tips for new Developers and Admins.
Warren has over 10 years of experience as a Salesforce Developer, is 18X Salesforce Certified, and at Cloud Code Academy, Warren oversees all aspects of the Cloud Code Salesforce development training program. This includes delivering live lessons, building out the material, and helping developers navigate their careers. He also creates videos and fre...
2024-11-0627 min
Ad Victoriam Salesforce SimplifiedSalesforce Managed Services: Real Use Case SolutionsEpisode Notes/Resources:
On this episode of Salesforce Simplified, the topic is “Salesforce Managed Services - Real Use Case Solutions,” and our guest is Ad Victoriam’s Director of Managed Services, Joel Cajigas.
Listen to What Salesforce Managed Services Can Do For You
https://tinyurl.com/u8st5u4s
Building and Maintaining Relationships Through Managed Services
https://tinyurl.com/5y3v5a9m
AdVic Provides a Managed Services Solution
https://tinyurl.com/5x6mpcu3
Salesforce Managed Services Advantages That Control Costs
https://tinyurl.com/5774r6n5
THRIVE Managed Services for Salesforce & MuleSoft
https://tinyurl.com/ybpek9t4
2024-10-0920 min
Ad Victoriam Salesforce SimplifiedTop New Features for Admins Inside Salesforce's Winter '25 ReleaseEpisode Notes/Resources:
In this episode of Salesforce Simplified we’re talking with Salesforce Ben’s Technical Content Director Christine Marshall about seven of her favorite new features inside Salesforce’s Winter ‘25 Release.
In addition to her Salesforce Ben duties, Christine is an 11x Salesforce-Certified Evangelist, a Salesforce Admin Group leader, and has been named - several times - as a Salesforce MVP.
Christine Marshall on LinkedIn:
https://bit.ly/3UI8jjK
Salesforce Ben:
https://www.salesforceben.com/
Bristol Salesforce Admin User Group:
http://bit.ly/3NZi62W
Salesforce Summer ‘25 Release Notes:
https://tinyurl.com/3psj79h4
Christine's Salesforce Ben Articles:
Sales C...
2024-09-0411 min
Ad Victoriam Salesforce SimplifiedData Diversification: Strengthening Cybersecurity in HealthcareEpisode Notes/Resources:
On this episode of Ad Victoriam’s Salesforce Simplified, our topic is data security in the healthcare industry. Our guest is an AdVic® Healthcare & Life Sciences (HLS) expert, who helps us to understand how the latest cyber threats are affecting the healthcare industry. We also discuss current-day examples of data breaches and the impact they are having, how to safeguard sensitive patient data, how Salesforce solutions are leading in data protection, and much more.
Resources:
Why Traditional CRM Falls Short in Healthcare
https://tinyurl.com/4j2yp5h9
Healthcare Company Manages 10M Subscribers On Unified Platform
https://tiny...
2024-08-0823 min
Ad Victoriam Salesforce SimplifiedHow AI Intesects with Customer ExperienceEpisode Notes:
On this episode of “Salesforce Simplified,” we speak with Nick Glimsdahl, who is a Senior Account Executive at VDS, a company that specializes in improving contact center operations through a strategic, personalized, and consultative approach. He's also the host of his own podcast, Press 1 For Nick, and is a featured contributor for ICMI, a company that works with contact centers to accomplish desired outcomes and prepare them for the future.
Nick’s Links:
Nick on LinkedIn:
https://tinyurl.com/25teykjr
VDS:
https://www.govds.com/
ICMI:
https://www.icmi.com/
Press 1 For Nick Podcast:
https://press1fornick.com/
2024-07-1023 min
Ad Victoriam Salesforce SimplifiedCrunching Numbers: The ROI of Salesforce AdoptionEpisode Notes and Resources:
On this episode of Salesforce Simplified, we’re talking about Salesforce ROI with Josh Eich, formerly with Salesforce in an Enterprise Sales role, and currently Senior VP and Head of Enterprise Sales at Ironclad.
Josh Eich on LinkedIn:
https://tinyurl.com/4e3bcjwp
Ironclad:
https://tinyurl.com/56uk6f8p
2024-06-1227 min
Ad Victoriam Salesforce SimplifiedHighlights from the Salesforce Summer '24 ReleaseEpisode Notes/Resources:
In this episode of Ad Victoriam's Salesforce Simplified we’re talking with Salesforce Ben’s Technical Content Director Christine Marshall about some of her favorite new features inside Salesforce’s Summer ‘24 Release.
In addition to her Salesforce Ben duties, Christine is an 11x Salesforce-Certified Evangelist, a Salesforce Admin Group leader, and has been named - several times - as a Salesforce MVP.
Christine Marshall on LinkedIn:
https://bit.ly/3UI8jjK
Salesforce Ben:
https://www.salesforceben.com/
Bristol Salesforce Admin User Group:
http://bit.ly/3NZi62W
Salesforce Summer ‘24 Release Notes:
https://tinyurl.com/2cur2x8x
Christine's Sales...
2024-05-1512 min
Ad Victoriam Salesforce SimplifiedAdVic Turns 10: A Conversation with our Top DawgsEpisode Notes and Resources:
The topic on the episode of the Ad Victoriam “Salesforce Simplified” podcast is, well… Ad Victoriam Solutions! We’re celebrating our 10th anniversary in 2024, so we thought you might like to learn a little bit more about us: our roots, our culture, and more about the Salesforce world… so we’ve invited AdVic® CEO Jeff Jones and President Brian Mize to fill in those holes for us.
Jeff Jones on LinkedIn:
http://tinyurl.com/2ua63daf
Brian Mize on LinkedIn:
https://tinyurl.com/4uyzpd24
More About Ad Victoriam Solutions:
https://tinyurl.com/42z4xanv
2024-04-1025 min
Ad Victoriam Salesforce SimplifiedSalesforce Ben's Lucy Mazalon Talks Account Engagement (Pardot) vs. Marketing CloudEpisode Notes/Resources:
In this episode of Ad Victoriam's Salesforce Simplified, we’re talking with Salesforce Ben’s Operations Director, Lucy Mazalon, about the differences between Salesforce’s Account Engagement (Pardot) and Marketing Cloud.
The reason we’ve called on Lucy for this topic is that she is an 11x certified Marketing Champion and the founder of The DRIP, Salesforce Ben’s sister blog for marketing professionals.
Lucy Mazalon on LinkedIn:
http://tinyurl.com/45ca9j9k
Salesforce Ben:
https://www.salesforceben.com/
The DRIP on LinkedIn:
http://tinyurl.com/3zdavd3a
Subscribe to The DRIP Newsletter:
http://tinyurl.com/bdhkvtf7
2024-03-1322 min
Ad Victoriam Salesforce SimplifiedYou Build It and They Come Doesn't Work with CRM AdoptionEpisode Notes and Resources:
In this episode of Salesforce Simplified, we’re talking with Michael Hudlow, a leader in business transformation and corporate innovation - and an expert on the topic of CRMs - about common, but not always obvious, reasons people don't use and adopt CRMs, including Salesforce CRM. Michael is also the author of the books, “How Not To F*ck Up A CRM System: Learning From Others Mistakes” and “How Not To F*ck Up Artificial Intelligence & CRM Systems: Maximizing ROI With AI.”
Michael Hudlow on LinkedIn:
https://www.linkedin.com/in/mmhudlow/
Michael Hudlow’s Website:
https://www...
2024-02-1428 min
Ad Victoriam Salesforce SimplifiedHighlights from the Salesforce Spring '24 ReleaseEpisode Notes/Resources:
In this episode of Salesforce Simplified we’re talking with Salesforce Ben’s Courses & Community Director Christine Marshall about some of her favorite new features inside Salesforce’s Spring ‘24 Release.
In addition to her Salesforce Ben duties, Christine is an 11x Salesforce-Certified Evangelist, who also serves as a Salesforce Admin Group leader and has been named - several times - as a Salesforce MVP.
Christine Marshall on LinkedIn:
https://bit.ly/3UI8jjK
Salesforce Ben:
https://www.salesforceben.com/
Bristol Salesforce Admin User Group:
http://bit.ly/3NZi62W
Salesforce Spring ‘24 Release Notes:
https://bit.ly/48JPGDg
2024-01-1812 min
Ad Victoriam Salesforce SimplifiedThe Role AI & GPT Play in Today's B2B MarketingEpisode Notes & Resources:
On this episode we’re welcoming back to the Salesforce Simplified podcast Vende Digital CEO & Chief Strategist Paul Slack to talk about the relationship between AI and marketing, what we saw and worked in 2023 (and what did not work), and what marketers should be thinking about as we jump into 2024 and beyond.
Paul Slack on LinkedIn:
https://www.linkedin.com/in/paulslack/
Vende Digital:
https://vendedigital.com/
Paul’s Book: “Social Rules!”:
https://amzn.to/3ct2T8s
Paul’s AI Resources:
AI-Enabled CMO:
https://page.vendedigital.com/asset/the-ai-enabled-cmos-playbook
AI Toolkit for B2B Marketers:
https://page.vended...
2023-12-0640 min
Ad Victoriam Salesforce SimplifiedTodays Data, Digital and AI Challenges with Chris HoodEpisode Notes/Resources:
On this episode of “Salesforce Simplified,” our topics will focus on current data, digital and AI challenges and how to stay ahead of them. Our guest, Chris Hood, is an expert in those areas.
Bio: Chris Hood is a digital strategy expert and author of “Customer Transformation,” boasting 35+ years in online entertainment, marketing, and business development. Hosting "The Chris Hood Digital Show," he guides organizations on innovation and customer-centric leadership. Former roles include heading Google's Digital Business Strategy, crafting transformation programs for Fortune 500 companies, and developing storytelling technologies at Fox Broadcasting and Disney. As a co-founder of Blind Sq...
2023-11-0135 min
Ad Victoriam Salesforce SimplifiedWhat Every Business Needs to Know About AI & GPTEpisode Notes/Resources:
In this episode of “Salesforce Simplified” we’re speaking with Catalytics Founder/Managing Partner Frank Mendoza about everything a business needs to know about AI.
Frank Mendoza on LinkedIn:
https://tinyurl.com/34jjt434
Book a Free AI Strategy Meeting with Frank:
https://calendly.com/fxmendoza/ai-ready
AdVic eBook - Exploring Salesforce’s GPT-Powered AI Tools:
https://tinyurl.com/bdh2zu6c
2023-10-0332 min
Ad Victoriam Salesforce SimplifiedHighlights From the Salesforce Winter '24 ReleaseEpisode Notes/Resources:
In this episode of “Salesforce Simplified,” we’re talking with Salesforce Ben’s Courses & Community Director Christine Marshall about some of her favorite new features inside Salesforce’s Winter '24 Release that include:
1. Dynamic Forms for Standard Objects and Mobile
2. Transfer Dashboard Ownership
3. Preview Summary Formulas in Lightning Reports
4. Permissions
5. Forecasts
6. Intelligence View for Leads and Contacts
In addition to her Salesforce Ben duties, Christine is a 10x Salesforce-Certified Evangelist, who also serves as a Salesforce Admin Group leader and has been named - several times - as a Salesforce MVP.
Christine Marshall on LinkedIn:
https://bit.ly/3UI8jjK
...
2023-09-0515 min
Ad Victoriam Salesforce SimplifiedIntegrating Digital Technology Into The Sales ProcessEpisode Notes/Resources:
In this episode of “Salesforce Simplified” we’re talking with Carve Consulting Co-Founder Erik Nelson about integrating digital technology into the sales process.
Erik Nelson on LinkedIn:
https://bit.ly/40YNgfL
Carve Consulting:
https://bit.ly/3AwnHrg
Additional Resources:
HexArmor’s Sales Director Talks About Sales Cloud:
https://bit.ly/3XmKDnd
Maximizing Salesforce for Sales Teams:
https://bit.ly/3DNhs5i
2023-08-0218 min
Ad Victoriam Salesforce SimplifiedThe State Of B2B Marketing Today with Chris WalkerEpisode Notes:
In this episode, we're talking with Refine Labs CEO Chris Walker about the state of B2B marketing today. Chris also offers numerous tips for B2B marketers, too.
Chris Walker on LinkedIn:
https://www.linkedin.com/in/chriswalker171/
Refine Labs:
https://www.refinelabs.com/
Revenue Vitals Podcast:
https://bit.ly/3IliFlY
Additional Resources:
B2B Customer Success Story:
https://tinyurl.com/bdk2ndy8
B2B Commerce Accelerator:
https://tinyurl.com/28v7nb67
B2B Marketing Tips You Have Not Thought Of:
https://tinyurl.com/2fm5cs9a
2023-07-0526 min
Ad Victoriam Salesforce SimplifiedGame Changing Product Information Management Inside SalesforceEpisode Notes:
On this episode of the “Salesforce Simplified” podcast, the topic is Product Information Management - PIM for short - what it is, how it can help companies, and how it can be implemented in Salesforce® systems.
Our guest to talk about all of that is Mike Milburn, who is the Co-Founder/Co-CEO of Pimly, which is a new and innovative solution that brings all of a company's product information into Salesforce to easily manage and utilize product data and digital assets across their Salesforce clouds. With Pimly, now everyone in an organization can access up-to-date product info right in the...
2023-06-1326 min
GTM LiveRV 67 - Mindset, Metrics, and Execution | Salesforce Simplified with Mike BoyleChris was asked to guest on the Salesforce Simplified Podcast, hosted by Mike Boyle of Ad Victoriam Solutions to chat about the state of B2B Marketing today!They chatted about:Challenges B2B Marketers face todayChris’ favorite recent marketing campaign and what he learned from its successTips for building a strong digital presenceHow can B2B companies effectively target their ideal customersHow to measure the success of B2B Marketing campaignsB2B Social Media best practices…and more...
2023-05-2428 min
Ad Victoriam Salesforce SimplifiedHighlights From the Salesforce Summer '23 ReleaseEpisode Notes/Resources:
In this episode of "Salesforce Simplified," we’re talking with Salesforce Ben’s Courses & Community Director Christine Marshall about some of her favorite new features inside Salesforce’s Summer ‘23 Release.
In addition to her Salesforce Ben duties, Christine is a 7x Salesforce-Certified Evangelist, who also serves as a Salesforce Admin Group leader and has been named - several times - as a Salesforce MVP.
Christine Marshall on LinkedIn:
https://bit.ly/3UI8jjK
Salesforce Ben:
https://www.salesforceben.com/
Bristol Salesforce Admin User Group:
http://bit.ly/3NZi62W
Salesforce Summer ‘23 Release Notes:
https://bit.ly/41FT6DG
2023-05-1015 min
Ad Victoriam Salesforce SimplifiedMeet Ike Wagh: Salesforce Content CreatorEpisode Notes/Resources:
In this episode of “Salesforce Simplified” we’re talking with Independent Salesforce Content Creator Ike Wagh about the amazing, creative, and oftentimes funny independent Salesforce-centered content that he creates.
Ike Wagh on LinkedIn:
https://bit.ly/3lHYNkh
Ike Wagh on YouTube:
https://bit.ly/3XuTySs
2023-04-0514 min
Ad Victoriam Salesforce SimplifiedWhat to Know When Migrating Data to Salesforce from a Legacy SystemEpisode Notes
In this episode, we're talking with Salesforce Lead Technical Architect Richard MacDonald about migrating from a legacy system to a Salesforce solution.
Richard MacDonald on LinkedIn:
https://bit.ly/3T5FvCk
Resources:
Salesforce User Adoption Tips (Instant, No-Form Download):
https://bit.ly/3eU27pB
Avoiding Data Migration Pitfalls:
http://bit.ly/3YzEMu2
Securing C-Suite Support of a Cloud Migration:
http://bit.ly/3L5egFS
Ensuring a Smooth Data Migration:
http://bit.ly/3ZNzQTl
Service Cloud Accelerator Quickly Handles a Zendesk Migration:
http://bit.ly/3UjbDSH
2023-03-0813 min
Ad Victoriam Salesforce SimplifiedWorking at the Speed of SlackEpisode Notes/Resources:
In this episode of “Salesforce Simplified” we’re talking with Slack Senior Solutions Engineer Aditi Chaturvedi about the great features inside Slack, the messaging app for business.
Aditi Chaturvedi on LinkedIn:
http://bit.ly/3EM2efH
What You Need to Know About Slack
https://bit.ly/3eaFf4J
2023-02-0821 min
Ad Victoriam Salesforce SimplifiedHighlights from the Salesforce Spring '23 Release w/Salesforce Ben's Christine MarshallEpisode Notes/Resources:
In this episode of "Salesforce Simplified" we’re talking with Salesforce Ben’s Courses & Community Director Christine Marshall about some of her favorite new features inside Salesforce’s Spring ‘23 Release.
In addition to her Salesforce Ben duties, Christine is a 7x Salesforce-Certified Evangelist, who also serves as a Salesforce Admin Group leader and has been named - several times - as a Salesforce MVP.
Christine Marshall on LinkedIn:
https://bit.ly/3UI8jjK
Salesforce Ben:
https://www.salesforceben.com/
Bristol Salesforce Admin User Group:
http://bit.ly/3NZi62W
2023-01-1111 min
Ad Victoriam Salesforce SimplifiedSales & Marketing, SEO, and Social Media Tips for B2B MarketersEpisode Notes & Resources:
On this episode we’re welcoming back to the “Salesforce Simplified” podcast Vende Digital CEO & Chief Strategist Paul Slack to talk about about B2B Marketing trends we saw - and worked well - across marketing strategies, sales and marketing, SEO, and social media in 2022 - and how those trends will be evolving into 2023.
Paul Slack on LinkedIn:
https://www.linkedin.com/in/paulslack/
Vende Digital:
https://vendedigital.com/
Paul’s Book: “Social Rules!”:
https://amzn.to/3ct2T8s
Google Helpful Content Guide:
https://bit.ly/3FbtmoD
Learn More About B2B Commerce Solutions:
https://bit.ly/3dJ6nDD
Book a...
2022-12-1528 min
Ad Victoriam Salesforce SimplifiedTop Field Service KPIs Impacted by Field Service CloudEpisode Notes/Resources:
In this episode of "Salesforce Simplified," we’re talking with Salesforce Senior Solutions Engineer George Higgins about Salesforce Field Service Automation.
Salesforce Service Cloud:
https://bit.ly/36YAxRc
Salesforce Service Cloud Customer Story:
https://bit.ly/3yZAgZy
Salesforce Field Service Automation:
https://sforce.co/3fzKawJ
2022-11-1622 min
Ad Victoriam Salesforce SimplifiedMaximizing Salesforce for Sales TeamsEpisode 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/
2022-09-2319 min
Ad Victoriam Salesforce SimplifiedReplace Repetitive Processes and Tasks with MuleSoft RPAEpisode 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
2022-09-1614 min
Ad Victoriam Salesforce SimplifiedHighlights from the Salesforce Winter '23 ReleaseEpisode 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
2022-09-0718 min
Ad Victoriam Salesforce SimplifiedEnhancing Customer Experience Through Digital TransformationEpisode 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...
2022-08-1126 min
Ad Victoriam Salesforce SimplifiedListen to What Salesforce Managed Services Can Do For YouEpisode 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
2022-08-0517 min
Ad Victoriam Salesforce SimplifiedManufacturer Transforms Customer and Team Member Experience with SalesforceOn 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
2022-06-2010 min
Ad Victoriam Salesforce SimplifiedScale Quickly, Connect with Customers, Manage Multiple Brands with Salesforce CommerceIn 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
2022-06-1316 min
Ad Victoriam Salesforce SimplifiedHighlights from the Salesforce Summer '22 ReleaseOn 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
2022-05-2310 min
Ad Victoriam Salesforce SimplifiedTop Brands Use These Components to Create an Effective Customer ExperienceOn 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
2022-04-2523 min
Leaders Talk - Better Leadership. Better Organizations. Better WorldEp. 39: Nathan Stuck, why doesn't the purpose exclude the profit?Leaders Talk – with Nathan Stuck. Nathan works in a B-Corp Organization and is bringing the Message “Making a profit and making a difference don’t have to be mutually exclusive ideas” to entrepreneurs in the US. He also has a wide background in marketing and sales, studied management and is a lecturer for the University of Georgia in an experimental MBA curriculum.
In this episode of Leaders Talk he talks with Karsten about conscious capitalism and why purpose does not exclude profit. He tells us about the different sections of B-Corp and what it means to work for a co...
2022-04-081h 11
Ad Victoriam Salesforce SimplifiedTalking Tech Trends with Salesforce BenTech 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
2022-03-0730 min
Ad Victoriam Salesforce SimplifiedHow to Utilize Automation to Accelerate the Sales CycleOn 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/
2022-02-2125 min
Ad Victoriam Salesforce SimplifiedGo with the Flow - Highlights from the Salesforce Spring '22 ReleaseEpisode 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.
2022-01-1211 min
Green Elephant ShowB Corps Interview S2 - Nathan Stuck from Ad VictoriamHello and welcome to our second series of Green Elephant Better Business interviews.
Better Businesses, and especially B Corps, look beyond profit and strive to focus on social and environmental performance, public transparency, and legal accountability to balance profit with their purpose.
Throughout this series, we are chatting with key people in organisations that have chosen to work towards making themselves, or helpings others, run Better Businesses.
00:35 Interview with Nathan Stuck from Ad Victoriam Solutions
02:46 Elephant in the room question - What's in the name Ad Victoriam?
03:28 Ad Vic the shortened story
04:39...
2021-12-141h 07
The Captain's Lifestyle Podcast117: How B Corps are Helping Lead the Future of Business with Nathan StuckIn a workforce and consumer base increasingly dominated by Millennials and Gen Z, people are demanding more from the companies they buy from and work for.Having seen the negative side of corporate America first hand, this week’s guest shares his unique insights into the value of B Corps and the effect that can have on the economy and society. Nathan Stuck is the Director of Culture & Impact at Ad Victoriam Solutions, a Salesforce consultancy and certified B Corporation headquartered in Alpharetta. In addition to his full-time role at AdVic, Nathan is the co-founder and ch...
2021-12-0645 min
Ad Victoriam Salesforce SimplifiedHow to Improve Sales Forecasting in Salesforce with AIEpisode 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
2021-12-0212 min
Ad Victoriam Salesforce SimplifiedInside a Salesforce Implementation: From Initiation to Go-LiveEpisode 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...
2021-11-1911 min
Growth Think TankGreat Company Cultures Drive Impact in Many Ways with Brian Mize at Ad Victoriam SolutionsBusinesses are struggling to find talented people and retain the right people. Great company cultures attract and keep the right people. Today’s guest is Brian Mize, President at Ad Victoriam Solutions. Inc Magazine ranked his company #2880 on the 2021 Inc 5000 list. Ad Victoriam is a Salesforce® and MuleSoft® Partner that provides multi-cloud consulting services, from strategy to implementation. Brian believes that great company cultures drive growth. The techniques that work for culture are sometimes counter-intuitive. Discover how great company cultures create new opportunities. Get the show notes for Great Company Cultures Drive Impact in Many Ways with Bria...
2021-11-1123 min
Ad Victoriam Salesforce SimplifiedConnected Experiences with Experience CloudEpisode 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
2021-11-0120 min
Ad Victoriam Salesforce SimplifiedMuleSoft Composer's Ease of Use Reduces the Need for ITEpisode 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
2021-10-1414 min
Ad Victoriam Salesforce SimplifiedB2B Customer Experiences By People, Built For PeopleEpisode 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.
2021-09-3026 min
Ad Victoriam Salesforce SimplifiedTop 6 Salesforce Winter '22 Release HighlightsOn 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.
2021-09-1513 min
Ad Victoriam Salesforce SimplifiedDavid Litton Explains AdVic's Service Cloud AcceleratorAd 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.
2021-09-0113 min
Ad Victoriam Salesforce SimplifiedWhat's the Difference Between Tableau and Tableau CRM?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
2021-08-1913 min
B The Change Georgia with Nathan StuckBrian Mize: Business Leadership & Ministry Of PresenceBrian Mize is President and Co-Founder of Ad Victoriam Solutions, a Certified B Corporation and Top 25 Multi-Cloud Salesforce Partner based out of Alpharetta, Georgia. Brian specializes in service and has lived that out through 23 years of service in the United States Navy and United States Army (to include a combat tour in Afghanistan) - as well as serving the needs of his Technology Customers and End Users for over 25 years. It was his passion for serving that nourished the Ad Victoriam idea of a Partner who provides top-notch solutions for Clients and a top-notch environment for Team Members. A...
2021-08-0922 min
Ad Victoriam Salesforce SimplifiedMeet Salesforce Ben's Christine MarshallChristine 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/
2021-08-0214 min
Ad Victoriam Salesforce SimplifiedMeet MuleSoft's Ashley CaseyDuring 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/
2021-07-1224 min
IndustrialSageAd Victoriam Solutions: Jeff JonesCEO Jeff Jones shares the challenges he faced when deciding to not just found Ad Victoriam Solutions, but pursue a B Corp certification.
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Danny:
– Well, hello and welcome to the IndustrialSage Executive Series. Today I am joined by the CEO of Ad Victoriam Solutions, Mr. Jeff Jones. Jeff, thank you so much for joining me today on the IndustrialSage Executive Series.
Jeff:
– Great to be here.
Danny:
– I am excited to jump...
2021-07-0429 min
Ad Victoriam Salesforce SimplifiedB2B Marketing Tips You Have Not Thought OfEpisode 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 Podca...
2021-06-1634 min
Ad Victoriam Salesforce SimplifiedSalesforce Summer '21 Release HighlightsAdVic 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
2021-05-2611 min
Ad Victoriam Salesforce SimplifiedTracking People, Places and Things with CRMEpisode 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
2021-05-1318 min
The Social Enterprise GuysWhy and How to Become a Certified B Corporation: Interview with Nathan StuckIn episode 2, Steven and Michael sit down with Nathan Stuck. Nathan is the Director of Corporate Culture at Ad Victoriam Solutions, a Salesforce consultancy and Certified B Corporation headquartered in Alpharetta. He is also co-founder and chair of B Local Georgia, a nonprofit network of for-profit B Corps working together to build the ‘business for good’ B Corp community in the Peach State. We discuss:· How the University of Georgia is supporting the Certified B Corp movement· What a Director of Corporate Culture does and how someone can find such a position· ...
2021-05-051h 22
Ad Victoriam Salesforce SimplifiedHow CRM Utilization Drives Sales EfficienciesEpisode 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
2021-04-2913 min
Ad Victoriam Salesforce SimplifiedMaking Your Digital Transformation a SuccessA 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
2021-04-2115 min
Ad Victoriam Salesforce SimplifiedSupporting Women in TechAdVic’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.
2021-04-1412 min
B The Change Georgia with Nathan StuckNathan Stuck: Balancing Purpose & ProfitNathan Stuck is the Director of Culture & Impact at Ad Victoriam Solutions, a Salesforce consultancy and certified B Corporation headquartered in Alpharetta. In addition to his full-time role at AdVic, Nathan is the co-founder and chair of B Local Georgia, a nonprofit network of for-profit B Corps working together to build the ‘business for good’ B Corp community in the Peach State. Moved by his desire to help others carve their own path to purpose, Nathan has also helped universities across the state introduce or expand social innovation curriculum, including experiential consulting projects that pair students with comp...
2021-04-0521 min
Ad Victoriam Salesforce SimplifiedTurn Sales Into Selling Machines, CRMs, AI, and MoreGuest 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...
2021-03-1020 min
Ad Victoriam Salesforce SimplifiedSales is Not a 'Churn and Burn,' It's a PartnershipOn 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 th...
2021-02-2615 min
Ad Victoriam Salesforce SimplifiedHighlights from Salesforce's Spring '21 ReleaseAd 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
2021-01-2716 min
Ad Victoriam Salesforce SimplifiedPreparing for a Digital TransformationA 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.
2021-01-1421 min
Ad Victoriam Salesforce SimplifiedSalesforce Solutions for ManufacturersAd 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.
2020-12-2126 min
Ad Victoriam Salesforce SimplifiedThe Analytics Power Inside Salesforce Tableau CRM and TableauThe 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.
2020-11-1613 min
Ad Victoriam Salesforce SimplifiedAn Inside Look at Salesforce Field ServiceAd 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.
2020-10-2617 min
Ad Victoriam Salesforce SimplifiedSkills Every Salesforce Developer NeedsThinking 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.
2020-10-0514 min
Ad Victoriam Salesforce SimplifiedHighlights from Salesforce's Winter '21 ReleaseTo 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.
2020-09-2111 min
Ad Victoriam Salesforce SimplifiedAdVic's Thrive Managed Services for Salesforce ProgramThriving 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.
2020-08-1910 min
SFDC Consultant - Become a better Salesforce ConsultantWarren Walters - Dev Practice Lead, 12x Salesforce Mentor & Content CreatorWelcome to SFDC Consultant. The podcast where we have open discussions with Salesforce Consultants, Administrators, and Architects.
My name is Emeric and in this episode, I will be speaking to Warren Walters, which is the Development Practice Lead at Ad Victoriam Solutions.
Alongside his development experience, Warren has been creating content on youtube where he shared some interesting development tutorials and projects.
Additionally, if you find this episode interesting, I would really appreciate it if you could share this episode with your peers, subscribe to the podcast, and leave us a review.
2020-08-0331 min
Ad Victoriam Salesforce SimplifiedIncrease Sales & Service Productivity with Salesforce MapsMore 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.
2020-07-2011 min
Ad Victoriam Salesforce SimplifiedThe Ad Victoriam Elevate ProgramLearn 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.
2020-07-1310 min
Ad Victoriam Salesforce SimplifiedThe ABC's of Salesforce CPQLearn 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.
2020-07-0616 min
Ad Victoriam Salesforce SimplifiedGet to Know Salesforce Community CloudWho 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 no...
2020-06-2317 min
Ad Victoriam Salesforce SimplifiedIntroduction to Salesforce B2B CommerceLearn 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.
2020-06-1218 min
Ad Victoriam Salesforce SimplifiedConnecting Data to Transform Payer-Member RelationshipsWhen 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.Ad...
2020-04-0325 min
Ad Victoriam Salesforce SimplifiedThe Gold Standard of CSR (Corporate Social Responsibility)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...
2020-04-0228 minIndustrialSageHow Manufacturers Automate CRM Activities to Improve Sales Performance | Episode 123In IndustrialSage Episode 123, Cassie Nettles of Ad Victoriam Solutions joins us to explain how automating your CRM activities can improve sales.
Danny:
All right so let’s jump into today’ episode. I have a very special guest today.
Cassie:
Hey.
Danny:
I have Cassie Nettles from Ad Victoriam Solutions. Thank you so much for coming on.
Cassie:
Hi, of course.
Danny:
How are you doing today?
Cassie:
Happy to be here. I’m great, doing great...
2020-01-1919 min