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Sisällön tarjoaa Ad Victoriam Salesforce Simplified. Ad Victoriam Salesforce Simplified tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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Eli Beer is a pioneer, social entrepreneur, President and Founder of United Hatzalah of Israel. In thirty years, the organization has grown to more than 6,500 volunteers who unite together to provide immediate, life-saving care to anyone in need - regardless of race or religion. This community EMS force network treats over 730,000 incidents per year, in Israel, as they wait for ambulances and medical attention. Eli’s vision is to bring this life-saving model across the world. In 2015, Beer expanded internationally with the establishment of branches in South America and other countries, including “United Rescue” in Jersey City, USA, where the response time was reduced to just two minutes and thirty-five seconds. Episode Chapters (0:00) intro (1:04) Hatzalah’s reputation for speed (4:48) Hatzalah’s volunteer EMTs and ambucycles (5:50) Entrepreneurism at Hatzalah (8:09) Chutzpah (14:15) Hatzalah’s recruitment (18:31) Volunteers from all walks of life (22:51) Having COVID changed Eli’s perspective (26:00) operating around the world amid antisemitism (28:06) goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…
Ad Victoriam Salesforce Simplified
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Sisällön tarjoaa Ad Victoriam Salesforce Simplified. Ad Victoriam Salesforce Simplified tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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. Learn more at www.AdVic.com. Visit our podcast homepage here: https://www.advictoriamsolutions.com/resources/podcast/.
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Sisällön tarjoaa Ad Victoriam Salesforce Simplified. Ad Victoriam Salesforce Simplified tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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. Learn more at www.AdVic.com. Visit our podcast homepage here: https://www.advictoriamsolutions.com/resources/podcast/.
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×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/…
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…
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…
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…
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…
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…
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…
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…
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…
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/…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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Ad Victoriam Salesforce Simplified

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/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…
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…
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Ad Victoriam Salesforce Simplified

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…
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…
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Ad Victoriam Salesforce Simplified

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…
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Ad Victoriam Salesforce Simplified

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…
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…
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Ad Victoriam Salesforce Simplified

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/…
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Ad Victoriam Salesforce Simplified

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…
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Ad Victoriam Salesforce Simplified

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…
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Ad Victoriam Salesforce Simplified

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…
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Ad Victoriam Salesforce Simplified

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/…
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Ad Victoriam Salesforce Simplified

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…
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Ad Victoriam Salesforce Simplified

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…
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Ad Victoriam Salesforce Simplified

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.…
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