Episodios

  • From Hype to Help: AI's Practical Path to Better B2B Connections

    From Hype to Help: AI's Practical Path to Better B2B Connections
    Apr 16 2025
    Episode Notes and Resources On this episode of the Ad Victoriam Salesforce Simplified podcast, we're delighted to have as a guest Megan Burns, a Customer & Employee Experience expert, who helps good people deliver great experiences. She stopped by the podcast to talk specifically about AI and how it is being incorporated into B2B customer experiences. Megan Burns’ Website
: https://www.megan-burns.com Megan Burns on LinkedIn: https://www.linkedin.com/in/meganburns/
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    27 m
  • The Inherited Org Playbook: Strategies for Salesforce Success

    The Inherited Org Playbook: Strategies for Salesforce Success
    Mar 18 2025
    Episode Notes/Resources: In this episode of Salesforce Simplified we’re talking with Ad Victoriam Solutions Salesforce Technical Architect, Jitin Chatlani, about inheriting a Salesforce org and key considerations admins need to heed. Resources: How to Keep Your Salesforce Org Secure and Up-To-Date: https://tinyurl.com/bdhd9myv Set Up Your Salesforce Org for Integration with MuleSoft: https://tinyurl.com/2fvux5w3 Jitin Chatlani on LinkedIn: https://tinyurl.com/bdpncha6
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    33 m
  • AI Meets Human Touch: Understanding Salesforce Agentforce

    AI Meets Human Touch: Understanding Salesforce Agentforce
    Feb 17 2025
    Episode Notes/Resources: In this episode of Salesforce Simplified we’re talking with Ad Victoriam Solutions’ “AI Guy,” Drew Becker, about Salesforce Agentforce. This customer service tool empowers agents with AI-driven insights, automation, and a unified interface to streamline workflows, enhance productivity, and deliver exceptional customer experiences across channels. Resources: Introducing Salesforce Agentforce: A Revolutionary Tool for Customer Support: https://tinyurl.com/yhkz7ukh Agentforce Elevates Customer Support with AI-Agents and Human Intelligence: https://tinyurl.com/5y9j2wan Leveling Up Customer Support: Is Salesforce Service Cloud the Missing Piece? https://tinyurl.com/2p9u6fnr
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    21 m
  • Top New Features for Admins Inside Salesforce's Spring '25 Release

    Top New Features for Admins Inside Salesforce's Spring '25 Release
    Jan 22 2025
    Episode Notes/Resources: In this episode of Salesforce Simplified we’re talking with Salesforce Ben’s Technical Content Director Christine Marshall about her favorite new features inside Salesforce’s Spring ‘25 Release. In addition to her Salesforce Ben duties, Christine is a 12x Salesforce-Certified Evangelist, a Salesforce Admin Group leader, and has been named a Salesforce MVP several times. Christine Marshall on LinkedIn: https://bit.ly/3UI8jjK Salesforce Ben: 
 https://www.salesforceben.com/
 Bristol Salesforce Admin User Group: http://bit.ly/3NZi62W Salesforce Spring ‘25 Release Notes: https://tinyurl.com/2prn3fw2 Christine’s Spring ‘25 Articles: 13 Hottest Salesforce Spring ’25 Features for Admins https://tinyurl.com/4a2a8e4t Sales Cloud: Top Salesforce Spring ’25 Features https://tinyurl.com/4wk7knjd
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    12 m
  • B2B Marketing Strategy: CRM, AI, Challenges & Trends

    B2B Marketing Strategy: CRM, AI, Challenges & Trends
    Dec 4 2024
    Episode Notes & Resources: In this episode of Ad Victoriam Salesforce Simplified, we welcome back Vende Digital CEO & Chief Strategist Paul Slack. This time we’re going to split the episode into two parts. In the first part, we’ll discuss the state of B2B Marketing this year, and look ahead to 2025. Then, we’re going to discuss the role that CRM should be playing for marketers, in particular, how marketers should be leveraging their CRMs, and we’ll be offering some best practices tips. Paul’s Resources: Paul Slack on LinkedIn: https://www.linkedin.com/in/paulslack/ Vende Digital on LinkedIn: https://tinyurl.com/2jmwfv2a Vende Digital Website: https://vendedigital.com/ Paul’s Book: “Social Rules!”: https://amzn.to/3ct2T8s A Replay of Vende Digital’s Demand Gen Jam Session - Biggest CRM Mistakes (And How to Solve Them): https://lnkd.in/gqzqBCMv Overcoming the Top CRM Challenges Guide:
 https://lnkd.in/gPTwwpZg
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    33 m
  • Empowering Salesforce Developers: Expert Advice from Warren Walters

    Empowering Salesforce Developers: Expert Advice from Warren Walters
    Nov 6 2024
    Episode Notes/Resources: In this episode of Salesforce Simplified, we’re talking with Warren Walters, the Founder/Chief Programmer Path Planning Officer at Cloud Code Academy, about the biggest issues Salesforce Developers and Admins face today, how to get right with them, and tips for new Developers and Admins. Warren has over 10 years of experience as a Salesforce Developer, is 18X Salesforce Certified, and at Cloud Code Academy, Warren oversees all aspects of the Cloud Code Salesforce development training program. This includes delivering live lessons, building out the material, and helping developers navigate their careers. He also creates videos and free resources for aspiring developers and build relationships with businesses to hire developers. Warren Walters on LinkedIn: 
https://tinyurl.com/3hr9zvfj Cloud Code Academy: https://www.cloudcodeacademy.com/ Warren Walters on YouTube: https://www.youtube.com/@Walters954
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    28 m
  • Salesforce Managed Services: Real Use Case Solutions

    Salesforce Managed Services: Real Use Case Solutions
    Oct 9 2024
    Episode Notes/Resources: On this episode of Salesforce Simplified, the topic is “Salesforce Managed Services - Real Use Case Solutions,” and our guest is Ad Victoriam’s Director of Managed Services, Joel Cajigas. Listen to What Salesforce Managed Services Can Do For You https://tinyurl.com/u8st5u4s Building and Maintaining Relationships Through Managed Services https://tinyurl.com/5y3v5a9m AdVic Provides a Managed Services Solution https://tinyurl.com/5x6mpcu3 Salesforce Managed Services Advantages That Control Costs https://tinyurl.com/5774r6n5 THRIVE Managed Services for Salesforce & MuleSoft https://tinyurl.com/ybpek9t4
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    20 m
  • Top New Features for Admins Inside Salesforce's Winter '25 Release

    Top New Features for Admins Inside Salesforce's Winter '25 Release
    Sep 4 2024
    Episode Notes/Resources: In this episode of Salesforce Simplified we’re talking with Salesforce Ben’s Technical Content Director Christine Marshall about seven of her favorite new features inside Salesforce’s Winter ‘25 Release. In addition to her Salesforce Ben duties, Christine is an 11x Salesforce-Certified Evangelist, a Salesforce Admin Group leader, and has been named - several times - as a Salesforce MVP. Christine Marshall on LinkedIn: https://bit.ly/3UI8jjK Salesforce Ben: 
https://www.salesforceben.com/
 Bristol Salesforce Admin User Group: http://bit.ly/3NZi62W Salesforce Summer ‘25 Release Notes: https://tinyurl.com/3psj79h4 Christine's Salesforce Ben Articles: Sales Cloud: Top Salesforce Winter '25 Features https://tinyurl.com/4wdj6zzp 10 Hottest Salesforce Winter '25 Features For Admins https://tinyurl.com/m7rjs6ap
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    12 m
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