Parhaat Ad Victoriam Salesforce Simplified Podcastit (2024)

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

14d ago25:58

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 Jon…

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

1M ago22:07

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 …

1
You Build It and They Come Doesn't Work with CRM Adoption 28:49

2M ago28:49

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,…

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Highlights from the Salesforce Spring '24 Release 12:06

3M ago12:06

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 Sales…

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

5M ago40:36

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…

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

6M ago35:48

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, marke…

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

7M ago32:17

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/34jjt434Book a Free AI Strategy Meeting with Frank:https://calendly.com/fxmendoza/ai-readyAdVic eBook - Exploring S…

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Highlights From the Salesforce Winter '24 Release 15:59

8M ago15:59

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 Mobile2. Transfer Dashboard Ownership3. Preview Summary Formulas…

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Integrating Digital Technology Into The Sales Process 18:15

9M ago18:15

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/40YNgfLCarve Consulting:https://bit.ly/3AwnHrgAdditional Resources:HexArmor’s Sales Director Talks About Sales Cloud:https:/…

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

10M ago26:17

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/3IliFlYAdditional Resources:B2B…

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Game Changing Product Information Management Inside Salesforce 26:01

11M ago26:01

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 sol…

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Highlights From the Salesforce Summer '23 Release 15:11

12M ago15:11

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 Sale…

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Meet Ike Wagh: Salesforce Content Creator 14:12

1y ago14:12

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

1
What to Know When Migrating Data to Salesforce from a Legacy System 13:48

1y ago13:48

13:48

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…

1
Working at the Speed of Slack 21:16

1y ago21:16

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/3EM2efHWhat You Need to Know About Slackhttps://bit.ly/3eaFf4J…

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

1+ y ago11:34

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 Sales…

1
Sales & Marketing, SEO, and Social Media Tips for B2B Marketers 28:15

1+ y ago28:15

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.Pa…

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

1+ y ago22:15

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/36YAxRcSalesforce Service Cloud Customer Story: https://bit.ly/3yZAgZySalesforce Field Service Automation: https://sforce.co/3fz…

1
Maximizing Salesforce for Sales Teams 19:37

1+ y ago19:37

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:h…

1
Replace Repetitive Processes and Tasks with MuleSoft RPA 14:49

1+ y ago14:49

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/3T69A43https://bit.ly/3CijcmwMuleSoft: https://www.mulesoft.com/AdVic/MuleSoft Partner: …

1
Highlights from the Salesforce Winter '23 Release 18:16

1+ y ago18:16

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):http…

1
Enhancing Customer Experience Through Digital Transformation 26:46

1+ y ago26:46

26:46

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 compan…

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

1+ y ago17:11

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/312YEOhBuilding and Maintaining Relationships Through Managed Services: https://bit.ly/3lqVkofMoving Your Busines…

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

2y ago10:54

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/3FIhZ5YTake the Manufact…

1
Scale Quickly, Connect with Customers, Manage Multiple Brands with Salesforce Commerce 16:05

2y ago16:05

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/3dJ6nDDGrow Your Business Faster with Salesforce Commerce Cloud: https://sforce…

1
Highlights from the Salesforce Summer '22 Release 10:10

2y ago10:10

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/3sQndcnHighlights from the Salesforce Summer ’22 Release (Blog): https://bit.ly/38qTCiN…

1
Top Brands Use These Components to Create an Effective Customer Experience 23:20

2y ago23:20

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 Bo…

1
Talking Tech Trends with Salesforce Ben 30:21

2y ago30:21

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,…

1
How to Utilize Automation to Accelerate the Sales Cycle 25:45

2y ago25:45

25:45

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/3s5Ajm3Conga: https://conga.com/…

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

2+ y ago11:27

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:/…

1
How to Improve Sales Forecasting in Salesforce with AI 12:11

2+ y ago12:11

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/3rvuhb…

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

2+ y ago11:59

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…

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Connected Experiences with Experience Cloud 20:27

2+ y ago20:27

20:27

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/3sZLf2Dhttps://sforce.co/3CyMiv2…

1
MuleSoft Composer's Ease of Use Reduces the Need for IT 14:47

2+ y ago14:47

14:47

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/3AdS1VRLearn more about MuleSoft Anypoint Platform: https://bit.ly/2VZV9SZ…

1
B2B Customer Experiences By People, Built For People 26:59

2+ y ago26:59

26:59

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: h…

1
Top 6 Salesforce Winter '22 Release Highlights 13:51

2+ y ago13:51

13:51

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…

1
David Litton Explains AdVic's Service Cloud Accelerator 13:24

2+ y ago13:24

13:24

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.…

1
What's the Difference Between Tableau and Tableau CRM? 13:17

2+ y ago13:17

13:17

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…

1
Meet Salesforce Ben's Christine Marshall 14:59

2+ y ago14:59

14:59

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-b…

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Meet MuleSoft's Ashley Casey 24:20

3y ago24:20

24:20

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/2VZV9SZWomen In Technology: https://ww…

1
B2B Marketing Tips You Have Not Thought Of 34:39

3y ago34:39

34:39

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/3ct2T8sPaul’s “Where Are My Leads” Webinar: https://bit.ly/2SxBk7lUltimate Guide to Linked…

1
Salesforce Summer '21 Release Highlights 11:07

3y ago11:07

11:07

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/3r2dEUpPrevious Salesforce Release Podcasts from AdVic:Spring ’21 Release: https://bit.ly/3ccFtFj…

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Tracking People, Places and Things with CRM 18:32

3y ago18:32

18:32

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/3v9bbJKSalesforce Integration…

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How CRM Utilization Drives Sales Efficiencies 13:38

3y ago13:38

13:38

Episode NotesT-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.meMaximizing the Student Athlete: https://www.maximizingthestudentathlete.com/Resources:Salesfor…

1
Making Your Digital Transformation a Success 15:42

3y ago15:42

15:42

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 Transformat…

1
Supporting Women in Tech 12:07

3y ago12:07

12:07

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/3a7AK6230 Ways to Be an Ally for Women in Tech: https://bit.ly/3e0ek7J4 W…

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Turn Sales Into Selling Machines, CRMs, AI, and More 20:52

3y ago20:52

20:52

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-mar…

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Sales is Not a 'Churn and Burn,' It's a Partnership 15:38

3y ago15:38

15:38

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 brin…

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Highlights from Salesforce's Spring '21 Release 16:51

3y ago16:51

16:51

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/38C8aZZSalesforce Spring '21 Release Notes: http://sforce.co/3r2dEUp…

1
Preparing for a Digital Transformation 21:42

3+ y ago21:42

21:42

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.…

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Ad Victoriam Salesforce Simplified podcastit

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