Ad Victoriam Salesforce Simplified

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/2kvd3cp3

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

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

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

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

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

Episode Notes: On this episode of “Salesforce Simplified,” we speak with Nick Glimsdahl, who is the Director of Contact Center Solutions at VDS, a company that helps companies improve contact center operations. He's also a speaker on Customer Experience, Employee Experience and Digital Transformation, and is a featured contributor for ICMI, a company that works with contact centers to accomplish desired outcomes and prepare them for the future. Additionally, Nick has his own podcast, “Press 1 For Nick.” Helpful Links: Digital Transformation: https://bit.ly/3GGR382 Customer Experience: https://bit.ly/3b28aGw VDS: https://www.govds.com/ ICMI: https://www.icmi.com/ Press 1 For Nick Podcast: https://press1fornick.com/

Episode Notes/Resources: On this episode of “Salesforce Simplified,” the topic is “Managed Services Programs,” and our guest is AdVic's Director of Managed Services, Joel Cajigas. AdVic Provides a Managed Services Solution: https://bit.ly/312YEOh Building and Maintaining Relationships Through Managed Services: https://bit.ly/3lqVkof Moving Your Business Forward with Managed Services: https://bit.ly/3NGHDw4

On this episode of “Salesforce Simplified,” we're speaking with Chip Boeneke, VP of Information Technology at Residential Elevators, about digital experiences within the manufacturing industry, and in particular, his company's recent digital transformation. Episode Notes/Resources: Salesforce for Manufacturing: https://bit.ly/3FIhZ5Y Take the Manufacturing Cloud Quiz: https://bit.ly/3ovMKp8 The 5 Most Important Things Manufacturing Cloud Does for Businesses: https://bit.ly/2YWlaqZ

In this episode of "Salesforce Simplified," we take a deep dive inside Salesforce's Commerce Cloud™ with the help of AdVic's Senior Vice President of Commerce, Aaron Hutten. Episode Notes: Commerce Cloud - Unifying the Buying Experience Across All Channels: https://bit.ly/3dJ6nDD Grow Your Business Faster with Salesforce Commerce Cloud: https://sforce.co/3GlaDHC

On this episode of "Salesforce Simplified" we're talking with AdVic Senior Consultant Cammy Comiskey about some of her favorite new features in the Salesforce Summer ‘22 Release. Episode Notes: Salesforce Summer ‘22 Release Notes: https://sforce.co/3sQndcn Highlights from the Salesforce Summer '22 Release (Blog): https://bit.ly/38qTCiN

On this episode of “Salesforce Simplified,” the topic is “Creating Exceptional Online Customer Experiences,” and our guest is AnswerLab Principle Researcher Bob Berry, who has guided Google, Amazon, Facebook, and many others to create new, optimal online experiences. Episode Notes/Resources: AnswerLab: https://www.answerlab.com/ Free resources from Bob Berry to create a compelling virtual presence for your customers: https://itstheusers.com/advictoriam B2B Customer Experiences By People, Built For People: https://bit.ly/3zVgIWj Creating Customer & Employee Experiences That Resonate: https://bit.ly/3nSseO6 Connected Experiences with Experience Cloud: https://bit.ly/3EualvC

Tech Trends - today's biggest buzz topics, as well as the tech trends on the horizon for Salesforce - are the topics of this episode of "Salesforce Simplified." To discuss these topics, our guests are the Founder & Co-Editor of London-based Salesforce Ben, Ben McCarthy, who is also a Non-Executive Director at Cloud Orca, a London-based Consultancy, and the President of Ad Victoriam Solutions, Brian Mize. Episode Notes/Resources: Salesforce Ben: https://www.salesforceben.com/ Transform Technology Headaches Into Success: https://bit.ly/3xG4vE7

On this episode of "Salesforce Simplified," the topic is “How to Utilize Automation to Accelerate the Sales Cycle,” and our guest is Conga's Director of Digital Transformation for Automation, Brad Brochocki. Episode Resources: Do You Really Need Sales Automation?: https://sforce.co/3s5Ajm3 Conga: https://conga.com/

Episode Notes/Resources: We've invited back to the Salesforce Simplified podcast our Salesforce Release guru, AdVic Revenue Cloud Practice Lead Aaron Chamblee, to talk about some of his favorites new features in the Salesforce Spring ‘22 Release, focusing this time on automation, and specifically “flow.” Salesforce's Spring ‘22 Release Notes: https://sforce.co/3JCEoVv. Go with the Flow - Highlights from the Salesforce Spring ‘22 Release (AdVic Blog): https://bit.ly/3Gj0XfU.

Episode Notes/Resources: Phil Everhart, President & Founder of SmartFox Technologies, talks about how companies can better accurately forecast sales in their CRMs using AI (Artificial Intelligence). Phil Everhart and SmartFox Technologies: https://www.smartfoxtechnologies.com/ Turn Sales Into Selling Machines, CRMs, AI, and More: https://bit.ly/3rvuhbw Contact AdVic: https://bit.ly/3ki1O7l

Episode Notes: Have you ever wondered what it was like to go through a Salesforce implementation? Well, you're about to find out! On this episode of “Salesforce Simplified,” we've invited AdVic's Executive Director of Delivery - Jenny Chiczewski - to walk us through a Salesforce implementation, from initiation to the all-important (and butterflies-in-the-stomach) go-live day. Salesforce Implementation Resources: Salesforce Implementation with AdVic: https://bit.ly/3v9bbJK When Outsourcing a Salesforce Implementation Makes Sense: https://bit.ly/2Z3sSjz Tips for a Successful Salesforce Implementation: https://bit.ly/3kTRlzA Planning Your Salesforce Implementation: https://bit.ly/3Dz84zo Finding the Right Salesforce Implementation Partner: https://bit.ly/3CvCuRB

Episode Notes: On this episode of AdVic's "Salesforce Simplified" podcast we talk with AdVic Experience Cloud Practice Lead Ricardo Diaz about all the amazing things Salesforce's Experience Cloud™ can do for your business' teams and customers. Learn more about Experience Cloud: https://bit.ly/3sZLf2D https://sforce.co/3CyMiv2

Episode Notes: An overview of MuleSoft Composer for Salesforce is the subject of this “Salesforce Simplified” podcast, and there's no one better-suited to speak on the subject than AdVic's own MuleSoft Practice Director, Tom Minton. MuleSoft Composer Info: https://sforce.co/3AdS1VR Learn more about MuleSoft Anypoint Platform: https://bit.ly/2VZV9SZ

Episode Notes: On this episode of “Salesforce Simplified,” our guest is Megan Burns, a Customer and Employee Experience expert, who helps good people deliver great experiences. Our discussion specifically focuses on creating world-class B2B customer experiences. Visit Megan Burns' Website: https://www.megan-burns.com. Learn about B2B Commerce Cloud: https://bit.ly/3dJ6nDD.

On this “Salesforce Simplified” episode, we speak with AdVic CPQ Practice Lead Aaron Chamblee about some of his favorite new features in the Salesforce Winter ‘22 Release across Sales Cloud, Reporting, Experience Cloud, Field Service, and Service Cloud.  Links: Salesforce Winter '22 Release Notes: https://sforce.co/3jPHlXK. Top 6 Salesforce Winter '22 Release Highlights - AdVic Blog: https://bit.ly/3tjbfXI.

Ad Victoriam Executive Director, Technical Operations, David Litton, talks about how our Service Cloud Accelerator can increase the speed of any business' service delivery and satisfaction within just weeks...not months. Episode Notes: Learn more about AdVic's Service Cloud Accelerator: https://bit.ly/3wUj7PR.

On this episode of “Salesforce Simplified,” our guest is Ad Victoriam's Analytics Practice Director, Abby Schreiber. We last spoke to Abby on this podcast in November 2020 (https://bit.ly/3fvuAz8) about the analytics power within Tableau™ and Tableau CRM™. This time, we're talking about the difference between those two Salesforce® tools and what to take into consideration when choosing between them. Episode Notes: Learn More About Tableau and Tableau CRM: https://bit.ly/2Qq9SqD The Analytics Power Inside Salesforce Tableau CRM and Tableau: https://bit.ly/3fvuAz8

Christine Marshall is a 4x Salesforce-Certified Evangelist from Salesforce Ben, who also serves as a Salesforce Admin Group leader and has been named a Salesforce MVP in both 2020 and 2021. Episode Notes: Salesforce Ben: https://www.salesforceben.com/ Bristol Salesforce Admin User Group: https://trailblazercommunitygroups.com/salesforce-admin-group-bristol-united-kingdom/ Admin Group, Bristol, UK - Trailhead: https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000001oGiCAI#discussion Bristol Salesforce Admin Group - LinkedIn: https://www.linkedin.com/groups/8809798/ Bristol Salesforce Admin Group - Twitter: @BristolSFUG Christine Marshall's “The Everyday Admin Blog: https://theeverydayadmin.com/