Ad Victoriam Salesforce Simplified: Recent Episodes
Ad Victoriam Salesforce Simplified
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/.
Episode Notes and ResourcesOn 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.comMegan Burns on LinkedIn:https://www.linkedin.com/in/meganburns/
Episode 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/bdhd9myvSet Up Your Salesforce Org for Integration with MuleSoft:https://tinyurl.com/2fvux5w3Jitin Chatlani on LinkedIn: https://tinyurl.com/bdpncha6
Episode 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/yhkz7ukhAgentforce Elevates Customer Support with AI-Agents and Human Intelligence:https://tinyurl.com/5y9j2wanLeveling Up Customer Support: Is Salesforce Service Cloud the Missing Piece?https://tinyurl.com/2p9u6fnr
Episode 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/3UI8jjKSalesforce Ben: https://www.salesforceben.com/ Bristol Salesforce Admin User Group: http://bit.ly/3NZi62WSalesforce Spring ‘25 Release Notes:https://tinyurl.com/2prn3fw2Christine’s Spring ‘25 Articles:13 Hottest Salesforce Spring ’25 Features for Adminshttps://tinyurl.com/4a2a8e4tSales Cloud: Top Salesforce Spring ’25 Featureshttps://tinyurl.com/4wk7knjd
Episode 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 LinkedIn:https://tinyurl.com/2jmwfv2aVende Digital Website: https://vendedigital.com/Paul’s Book: “Social Rules!”:https://amzn.to/3ct2T8sA Replay of Vende Digital’s Demand Gen Jam Session - Biggest CRM Mistakes (And How to Solve Them): https://lnkd.in/gqzqBCMvOvercoming the Top CRM Challenges Guide: https://lnkd.in/gPTwwpZg
Episode 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 free resources for aspiring developers and build relationships with businesses to hire developers.Warren Walters on LinkedIn: https://tinyurl.com/3hr9zvfjCloud Code Academy:https://www.cloudcodeacademy.com/Warren Walters on YouTube:https://www.youtube.com/@Walters954
Episode 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 Youhttps://tinyurl.com/u8st5u4sBuilding and Maintaining Relationships Through Managed Serviceshttps://tinyurl.com/5y3v5a9mAdVic Provides a Managed Services Solutionhttps://tinyurl.com/5x6mpcu3Salesforce Managed Services Advantages That Control Costshttps://tinyurl.com/5774r6n5THRIVE Managed Services for Salesforce & MuleSofthttps://tinyurl.com/ybpek9t4
Episode 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/3UI8jjKSalesforce Ben: https://www.salesforceben.com/ Bristol Salesforce Admin User Group: http://bit.ly/3NZi62WSalesforce Summer ‘25 Release Notes:https://tinyurl.com/3psj79h4Christine's Salesforce Ben Articles:Sales Cloud: Top Salesforce Winter '25 Featureshttps://tinyurl.com/4wdj6zzp10 Hottest Salesforce Winter '25 Features For Admins https://tinyurl.com/m7rjs6ap
Episode 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 Healthcarehttps://tinyurl.com/4j2yp5h9Healthcare Company Manages 10M Subscribers On Unified Platformhttps://tinyurl.com/3tynm7hjSalesforce for Healthcarehttps://tinyurl.com/3t46peyp
Episode 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. Additionally, Nick has his own podcast, “Press 1 For Nick.”Nick’s Links:Nick on LinkedIn:https://tinyurl.com/25teykjrVDS: https://www.govds.com/ICMI: https://www.icmi.com/Press 1 For Nick Podcast: https://press1fornick.com/
Episode 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/4e3bcjwpIronclad:https://tinyurl.com/56uk6f8p
Episode 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/3UI8jjKSalesforce Ben: https://www.salesforceben.com/ Bristol Salesforce Admin User Group: http://bit.ly/3NZi62WSalesforce Summer ‘24 Release Notes:https://tinyurl.com/2cur2x8xChristine's Salesforce Ben Article - 15 Hottest Salesforce Summer ’24 Features For Admins:https://tinyurl.com/ywz9zfum
Episode 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/2ua63dafBrian Mize on LinkedIn:https://tinyurl.com/4uyzpd24More About Ad Victoriam Solutions:https://tinyurl.com/42z4xanv
Episode 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/45ca9j9kSalesforce Ben: https://www.salesforceben.com/ The DRIP on LinkedIn:http://tinyurl.com/3zdavd3aSubscribe to The DRIP Newsletter:http://tinyurl.com/bdhkvtf7
Episode 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 Fck Up A CRM System: Learning From Others Mistakes” and “How Not To Fck 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.bitxiacrm.com/Michael M. Hudlow’s Books:“How Not To Fck Up A CRM System: Learning From Others Mistakes”:https://a.co/d/hkbJZRw“How Not To Fck Up Artificial Intelligence & CRM Systems: Maximizing ROI With AI”:http://tinyurl.com/mr2depya
Episode 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/3UI8jjKSalesforce Ben: https://www.salesforceben.com/Bristol Salesforce Admin User Group: http://bit.ly/3NZi62WSalesforce Spring ‘24 Release Notes:https://bit.ly/48JPGDg
Episode 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/3ct2T8sPaul’s AI Resources:AI-Enabled CMO: https://page.vendedigital.com/asset/the-ai-enabled-cmos-playbookAI Toolkit for B2B Marketers:https://page.vendedigital.com/asset/ai-for-b2b-marketers-guidePrompt Engineering Guide:https://page.vendedigital.com/asset/ai-prompt-engineering-for-b2b-marketingDemand Gen Jammers Group:https://www.linkedin.com/groups/14025860/AdVic Resource:Free No-Form eBook: Exploring Salesforce’s GPT-Powered AI Tools:https://bit.ly/45TZbPa
Episode 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 Squirrel Games, his influence stretches across multiple industries. Chris also teaches at Southern New Hampshire University.Resources:Chris Hood’s Website:https://chrishood.com/The Chris Hood Digital Show:https://chrishood.com/show/Generative AI and Its Pivotal Role in Customer Transformation:https://tinyurl.com/2yswy65tStorytelling With Data:https://bit.ly/3x6lOBsGetting Started with Digital Transformation:https://bit.ly/3uoE9G0Digital Transformation 101 - Your Questions Answered:https://bit.ly/3cAgI6aPreparing for a Digital Transformationhttps://bit.ly/2XWKZDD
Episode 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/34jjt434Book a Free AI Strategy Meeting with Frank:https://calendly.com/fxmendoza/ai-readyAdVic eBook - Exploring Salesforce’s GPT-Powered AI Tools:https://tinyurl.com/bdh2zu6c
Episode 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:
- Dynamic Forms for Standard Objects and Mobile
- Transfer Dashboard Ownership
- Preview Summary Formulas in Lightning Reports
- Permissions
- Forecasts
- 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
Salesforce Ben: https://www.salesforceben.com/
Bristol Salesforce Admin User Group: http://bit.ly/3NZi62W
Salesforce Winter ‘24 Release Notes: https://bit.ly/3QBTYXd
Episode 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
Episode 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
Episode 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 their CRM. And as a result, companies can now create world-class customer experiences because every client-facing team member now sees the same, accurate information.
Mike Milburn on LinkedIn: https://www.linkedin.com/in/mikemilburn/
Pimly: https://www.pimly.co/
Episode 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/3UI8jjKSalesforce Ben: https://www.salesforceben.com/ Bristol Salesforce Admin User Group: http://bit.ly/3NZi62WSalesforce Summer ‘23 Release Notes:https://bit.ly/41FT6DG
Episode 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/3lHYNkhIke Wagh on YouTube:https://bit.ly/3XuTySs
Episode NotesIn 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/3T5FvCkResources:Salesforce User Adoption Tips (Instant, No-Form Download):https://bit.ly/3eU27pBAvoiding Data Migration Pitfalls:http://bit.ly/3YzEMu2Securing C-Suite Support of a Cloud Migration:http://bit.ly/3L5egFSEnsuring a Smooth Data Migration:http://bit.ly/3ZNzQTlService Cloud Accelerator Quickly Handles a Zendesk Migration:http://bit.ly/3UjbDSH
Episode 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/3EM2efHWhat You Need to Know About Slackhttps://bit.ly/3eaFf4J
Episode 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/3UI8jjKSalesforce Ben: https://www.salesforceben.com/ Bristol Salesforce Admin User Group: http://bit.ly/3NZi62W
Episode 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/3ct2T8sGoogle Helpful Content Guide:https://bit.ly/3FbtmoDLearn More About B2B Commerce Solutions: https://bit.ly/3dJ6nDDBook an AdVic® Salesforce® or MuleSoft® Expert for Your Podcast (Click “Book an Expert” Button):https://bit.ly/36zKinV
Episode 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
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/
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
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
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/
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
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
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
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
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
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
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/
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.
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
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
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
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
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.
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.
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.
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
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/
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/
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
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
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
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
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
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.