How to Utilize Automation to Accelerate the Sales Cycle

Ad Victoriam Salesforce Simplified

#Tech #Ad Victoriam Salesforce Simplified

46:39

“If we march into that village and we start trying to persecute people for using poison, something that's very illegal, nobody's going to talk to us. We're not going to find out where the poison came from. We're not going to be able to shut anything down. We should take the approach that people are using poison because they're desperate, because they see no other alternative.” – Andrew Stein Andrew Stein is a wildlife ecologist who spent the past 25 years studying human carnivore conflict from African wild dogs and lions in Kenya and Botswana to leopards and hyenas in Namibia. His work has long focused on finding ways for people and predators to coexist. He is the founder of CLAWS , an organization based in Botswana that's working at the intersection of cutting-edge wildlife research and community driven conservation. Since its start in 2014 and official launch as an NGO in 2020, CLAWS has been pioneering science-based, tech-forward strategies to reduce conflict between people and carnivores. By collaborating closely with local communities, especially traditional cattle herders, CLAWS supports both species conservation and rural livelihoods—making coexistence not just possible, but sustainable.…

for 3 år siden 25:45

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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/

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How to Utilize Automation to Accelerate the Sales Cycle

Ad Victoriam Salesforce Simplified

published for 3 år siden

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#Tech #Ad Victoriam Salesforce Simplified

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1
From Hype to Help: AI's Practical Path to Better B2B Connections 26:30

for 4 dage siden26:30

26:30

Episode 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/…

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The Inherited Org Playbook: Strategies for Salesforce Success 33:21

for 5 weeks siden33:21

33:21

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/bdhd9myv Set Up Your Salesforce Org for Integration with MuleSoft: https://tinyurl.com/2fvux5w3 Jitin Chatlani on LinkedIn: https://tinyurl.com/bdpncha6…

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AI Meets Human Touch: Understanding Salesforce Agentforce 21:13

for 9 weeks siden21:13

21:13

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/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…

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Top New Features for Admins Inside Salesforce's Spring '25 Release 11:41

for 13 weeks siden11:41

11:41

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/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://tinyurl.com/4a2a8e4t Sales Cloud: Top Salesforce Spring ’25 Features https://tinyurl.com/4wk7knjd…

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B2B Marketing Strategy: CRM, AI, Challenges & Trends 33:03

for 20 weeks siden33:03

33:03

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/2jmwfv2a Vende Digital Website: https://vendedigital.com/ Paul’s Book: “Social Rules!”: https://amzn.to/3ct2T8s A Replay of Vende Digital’s Demand Gen Jam Session - Biggest CRM Mistakes (And How to Solve Them): https://lnkd.in/gqzqBCMv Overcoming the Top CRM Challenges Guide: https://lnkd.in/gPTwwpZg…

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Empowering Salesforce Developers: Expert Advice from Warren Walters 27:56

for 24 weeks siden27:56

27:56

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/3hr9zvfj Cloud Code Academy: https://www.cloudcodeacademy.com/ Warren Walters on YouTube: https://www.youtube.com/@Walters954…

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Salesforce Managed Services: Real Use Case Solutions 20:29

for 28 weeks siden20:29

20:29

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 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…

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Top New Features for Admins Inside Salesforce's Winter '25 Release 11:54

for 33 weeks siden11:54

11:54

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/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 Cloud: Top Salesforce Winter '25 Features https://tinyurl.com/4wdj6zzp 10 Hottest Salesforce Winter '25 Features For Admins https://tinyurl.com/m7rjs6ap…

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Data Diversification: Strengthening Cybersecurity in Healthcare 23:33

for 36 weeks siden23:33

23:33

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 Healthcare https://tinyurl.com/4j2yp5h9 Healthcare Company Manages 10M Subscribers On Unified Platform https://tinyurl.com/3tynm7hj Salesforce for Healthcare https://tinyurl.com/3t46peyp…

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How AI Intesects with Customer Experience 23:40

for 41 weeks siden23:40

23:40

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. 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/…

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Crunching Numbers: The ROI of Salesforce Adoption 27:12

for 45 weeks siden27:12

27:12

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/4e3bcjwp Ironclad: https://tinyurl.com/56uk6f8p…

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Highlights from the Salesforce Summer '24 Release 12:06

for 49 weeks siden12:06

12:06

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/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 Salesforce Ben Article - 15 Hottest Salesforce Summer ’24 Features For Admins: https://tinyurl.com/ywz9zfum…

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AdVic Turns 10: A Conversation with our Top Dawgs 25:58

for 1 year siden25:58

25:58

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/2ua63daf Brian Mize on LinkedIn: https://tinyurl.com/4uyzpd24 More About Ad Victoriam Solutions: https://tinyurl.com/42z4xanv…

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Salesforce Ben's Lucy Mazalon Talks Account Engagement (Pardot) vs. Marketing Cloud 22:07

for 1 year siden22:07

22:07

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/45ca9j9k Salesforce Ben: https://www.salesforceben.com/ The DRIP on LinkedIn: http://tinyurl.com/3zdavd3a Subscribe to The DRIP Newsletter: http://tinyurl.com/bdhkvtf7…

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You Build It and They Come Doesn't Work with CRM Adoption 28:49

for 1 year siden28:49

28:49

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 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.bitxiacrm.com/ Michael M. Hudlow’s Books: “How Not To F*ck Up A CRM System: Learning From Others Mistakes”: https://a.co/d/hkbJZRw “How Not To F*ck Up Artificial Intelligence & CRM Systems: Maximizing ROI With AI”: http://tinyurl.com/mr2depya…

Ad Victoriam Salesforce Simplified

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Highlights from the Salesforce Spring '24 Release 12:06

for 1 year siden12:06

12:06

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/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…

Ad Victoriam Salesforce Simplified

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The Role AI & GPT Play in Today's B2B Marketing 40:36

for 1 year siden40:36

40:36

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/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.vendedigital.com/asset/ai-for-b2b-marketers-guide Prompt Engineering Guide: https://page.vendedigital.com/asset/ai-prompt-engineering-for-b2b-marketing Demand 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…

Ad Victoriam Salesforce Simplified

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Todays Data, Digital and AI Challenges with Chris Hood 35:48

for 1 year siden35:48

35:48

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/2yswy65t Storytelling With Data: https://bit.ly/3x6lOBs 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…

Ad Victoriam Salesforce Simplified

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What Every Business Needs to Know About AI & GPT 32:17

for 2 years siden32:17

32:17

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/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…

Ad Victoriam Salesforce Simplified

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Highlights From the Salesforce Winter '24 Release 15:59

for 2 years siden15:59

15:59

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: 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 Salesforce Ben: https://www.salesforceben.com/ Bristol Salesforce Admin User Group: http://bit.ly/3NZi62W Salesforce Winter ‘24 Release Notes: https://bit.ly/3QBTYXd…

Ad Victoriam Salesforce Simplified

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Integrating Digital Technology Into The Sales Process 18:15

for 2 years siden18:15

18:15

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…

Ad Victoriam Salesforce Simplified

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The State Of B2B Marketing Today with Chris Walker 26:17

for 2 years siden26:17

26:17

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…

Ad Victoriam Salesforce Simplified

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Game Changing Product Information Management Inside Salesforce 26:01

for 2 years siden26:01

26:01

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/…

Ad Victoriam Salesforce Simplified

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Highlights From the Salesforce Summer '23 Release 15:11

for 2 years siden15:11

15:11

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/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…

Ad Victoriam Salesforce Simplified

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Meet Ike Wagh: Salesforce Content Creator 14:12

for 2 years siden14:12

14:12

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/3lHYNkh Ike Wagh on YouTube: https://bit.ly/3XuTySs…

Ad Victoriam Salesforce Simplified

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What to Know When Migrating Data to Salesforce from a Legacy System 13:48

for 2 years siden13:48

13:48

Episode 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…

Ad Victoriam Salesforce Simplified

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Working at the Speed of Slack 21:16

for 2 years siden21:16

21:16

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/3EM2efH What You Need to Know About Slack https://bit.ly/3eaFf4J…

Ad Victoriam Salesforce Simplified

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Highlights from the Salesforce Spring '23 Release w/Salesforce Ben's Christine Marshall 11:34

for 2 years siden11:34

11:34

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/3UI8jjK Salesforce Ben: https://www.salesforceben.com/ Bristol Salesforce Admin User Group: http://bit.ly/3NZi62W…

Ad Victoriam Salesforce Simplified

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Sales & Marketing, SEO, and Social Media Tips for B2B Marketers 28:15

for 2 years siden28:15

28:15

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/3ct2T8s Google Helpful Content Guide: https://bit.ly/3FbtmoD Learn More About B2B Commerce Solutions: https://bit.ly/3dJ6nDD Book an AdVic® Salesforce® or MuleSoft® Expert for Your Podcast (Click “Book an Expert” Button): https://bit.ly/36zKinV…

Ad Victoriam Salesforce Simplified

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Top Field Service KPIs Impacted by Field Service Cloud 22:15

for 2 years siden22:15

22:15

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…

Ad Victoriam Salesforce Simplified

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Maximizing Salesforce for Sales Teams 19:37

for 3 years siden19:37

19:37

Episode Notes/Resources: On this episode of “Salesforce Simplified,” the topic is “Maximizing Salesforce for Sales Teams,” and our guest is HexArmor’s Director of Sales, Geno Lechuga. HexArmor: https://www.hexarmor.com/ Geno Lechuga on LinkedIn: https://www.linkedin.com/in/geno-lechuga-518a446/ How to Convince Your Stakeholders it’s Time to Get a CRM: https://www.advictoriamsolutions.com/blog/how-to-convince-your-stakeholders-its-time-to-get-a-crm/ The Seven Stages of a Sales Pipeline: https://www.advictoriamsolutions.com/blog/the-seven-stages-of-a-sales-pipeline/…

Ad Victoriam Salesforce Simplified

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Replace Repetitive Processes and Tasks with MuleSoft RPA 14:49

for 3 years siden14:49

14:49

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…

Ad Victoriam Salesforce Simplified

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Highlights from the Salesforce Winter '23 Release 18:16

for 3 years siden18:16

18:16

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…

Ad Victoriam Salesforce Simplified

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Enhancing Customer Experience Through Digital Transformation 26:46

for 3 years siden26:46

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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/…

Ad Victoriam Salesforce Simplified

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Listen to What Salesforce Managed Services Can Do For You 17:11

for 3 years siden17:11

17:11

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…

Ad Victoriam Salesforce Simplified

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Manufacturer Transforms Customer and Team Member Experience with Salesforce 10:54

for 3 years siden10:54

10:54

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…

Ad Victoriam Salesforce Simplified

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Scale Quickly, Connect with Customers, Manage Multiple Brands with Salesforce Commerce 16:05

for 3 years siden16:05

16:05

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…

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Highlights from the Salesforce Summer '22 Release 10:10

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10:10

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…

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Top Brands Use These Components to Create an Effective Customer Experience 23:20

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23:20

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…

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Talking Tech Trends with Salesforce Ben 30:21

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30:21

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…

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How to Utilize Automation to Accelerate the Sales Cycle 25:45

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25:45

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Go with the Flow - Highlights from the Salesforce Spring '22 Release 11:27

for 3 years siden11:27

11:27

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.…

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How to Improve Sales Forecasting in Salesforce with AI 12:11

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12:11

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…

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Inside a Salesforce Implementation: From Initiation to Go-Live 11:59

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11:59

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…

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Connected Experiences with Experience Cloud 20:27

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