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 ..read more

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 Subsc ..read more

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 ..read more

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 S ..read more

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-c ..read more

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 Fort ..read more

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 ..read more

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 ..read more

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 ..read more

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:  h ..read more