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Ad Victoriam Salesforce Simplified
Ad Victoriam Salesforce Simplified
7 episodes
13 hours ago
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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Technology
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All content for Ad Victoriam Salesforce Simplified is the property of Ad Victoriam Salesforce Simplified and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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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Technology
Episodes (7/7)
Ad Victoriam Salesforce Simplified
From Hype to Help: AI's Practical Path to Better B2B Connections
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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6 months ago
26 minutes 30 seconds

Ad Victoriam Salesforce Simplified
The Inherited Org Playbook: Strategies for Salesforce Success
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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7 months ago
33 minutes 21 seconds

Ad Victoriam Salesforce Simplified
AI Meets Human Touch: Understanding Salesforce Agentforce
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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8 months ago
21 minutes 13 seconds

Ad Victoriam Salesforce Simplified
Top New Features for Admins Inside Salesforce's Spring '25 Release
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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9 months ago
11 minutes 41 seconds

Ad Victoriam Salesforce Simplified
B2B Marketing Strategy: CRM, AI, Challenges & Trends
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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11 months ago
33 minutes 3 seconds

Ad Victoriam Salesforce Simplified
Empowering Salesforce Developers: Expert Advice from Warren Walters
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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12 months ago
27 minutes 56 seconds

Ad Victoriam Salesforce Simplified
Salesforce Managed Services: Real Use Case Solutions
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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1 year ago
20 minutes 29 seconds

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/