What was the scope of their involvement?
In the beginning, Brian (CTO, Ad Victoriam Solutions) came on site and led discovery sessions to better understand what we wanted out of our CRM. He listened to our needs, making a point to explain the ramifications of our requirements so that we could make the best decision. Rather than having a different process for each of our divisions, Brian recommended a centralized process that would facilitate all four divisions.
His team then helped us streamline our Salesforce environment, cleaning up and building out automated processes. They also installed a custom Salesforce CPQ (Cost Price Quote) software for our carton division, which allowed us to provide estimates, quotes, and forecasts. To develop the solution, they brought in additional products from the AppExchange.
Our Salesforce system went live in 2016, and they provided comprehensive software training for all of our employees to explain how everything worked. Since we had previously worked with a consulting firm to develop new procedures for our sales reps, Ad Victoriam made sure to implement those methods as part of the CRM.
What is the team composition?
Natalie (Director of Client Insight & Strategy, Ad Victoriam Solutions) is our current main point of contact. She manages the account and keeps us up to date on our projects. If we have a problem or want to start a new project, we run things by her.
We also engage with Nancy (Analyst, Ad Victoriam Solutions) who is our project lead. She oversees all of the reps who work on our projects and communicates updates to Natalie. Over the years, we’ve worked with several reps and have been impressed with everyone. It’s a reliable process that works well for us.
How did you come to work with Ad Victoriam Solutions?
Our former VP in the carton division had researched numerous vendors before finding Ad Victoriam Solutions. They’d cultivated a positive reputation in the Salesforce development field, and it was reassuring to know that Salesforce thought highly of them. We also liked that they’re a local company.
How much have you invested with them?
We spent between $10,000–$50,000 on this particular project.
What is the status of this engagement?
We started working with them in 2016, and the relationship is ongoing. For this project, they developed the CRM for an April 2016 relaunch and wrapped up some time in 2017.