Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding of the full financial implications involved in adopting Salesforce. By highlighting these often unexpected expenses, Tectonic aims to align your journey from initiation to ‘go live’ with your budget expectations.
Strategic account planning involves the creation of comprehensive plans to proactively manage key accounts, aiding them in achieving their business objectives. This insight also emphasizes the significance of Salesforce Account Planning within your CRM. So, what exactly is an account plan? It is the process of delineating crucial details about a prospective or existing customer, encompassing insights into their decision-making processes, competitors in contention for their business, and the overarching strategy to secure, retain, and foster their growth. An account plan serves as a comprehensive document outlining vital information about your customer, such as their business goals, challenges, priorities, competitors, decision-making processes, and purchase criteria. Additionally, it provides a platform to detail strategies for customer retention and upselling. The account plan is accessible from the contact or account object and visible to everyone with the proper permission sets making sharing of data across teams easier. Especially crucial for prized clients, a key account plan acts as a guiding star, illustrating the customer’s current position, future aspirations, and the outlined strategies to propel them towards their goals. In other words, how do you best service the client to get them where they want to be. Now, why is account planning necessary? It serves as a tool for businesses to chart and monitor their sales objectives, facilitating a deeper understanding of customers, identification of new sales opportunities, and tracking progress towards set goals. Account planning is an indispensable instrument for businesses of all sizes. The three essential phases of Account Planning involve Insight, Velocity, and Impact. By embracing the themes of Research, Integrate, and Focus, businesses can successfully incorporate Account Planning into their sales operations, one account at a time. How should you structure an account plan? Opt for a SMART approach, setting Specific, Measurable, Achievable, Relevant, and Time-bound goals, such as a 20% revenue increase within the fiscal year. Conduct a SWOT analysis, identify key stakeholders, and formulate an action plan with assigned responsibilities and deadlines. Like1 Related Posts Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more
Cloud solutions, also known as cloud computing, cloud products or cloud services, deliver IT resources on demand over the Internet. What is a cloud product? What is a cloud product? Cloud products provide a wide range of cloud-based services including computation, storage, databases, analytics, networking, mobile, developer tools, management tools, Internet of Things (IoT), security, and enterprise applications. There are several examples of cloud computing applications used by both businesses and individuals. One type of cloud service would be streaming platforms for audio or video, where the actual media files are stored remotely. Another would be data storage platforms like Google Drive, Dropbox, OneDrive, or Box. Even personal storage like iCloud. What is cloud in simple words? The definition for the cloud can seem murky, but essentially, it’s a term used to describe a global network of servers, each with a unique function. The cloud is not a physical entity, but instead is a vast network of remote servers around the globe which are hooked together and meant to operate as a single ecosystem. Why do they call IT the cloud? The name comes from the fact that the data gets stored on servers – in the cloud. So, I guess it’s safe to assume that the cloud is a slang term used by tech industry people to describe the servers and networking infrastructures that allow users to store and access data through the internet. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether they’re on the move or at their desk. Available in: Lightning Experience Certain features are accessible with Sales Cloud and included in Starter, Professional, Enterprise, Performance, and Unlimited Editions. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the mobile app. Outlook and Gmail Integration Features Email integrations empower sales reps to interact with Salesforce data directly within Microsoft Outlook and Gmail or through the Salesforce Inbox mobile app. The Outlook integration (with or without Inbox) is accessible as a Salesforce Outlook add-on from the Office Store. The Gmail integration (with or without Inbox) is available as a Salesforce Chrome Extension from the Chrome Web Store. The Inbox mobile app can be obtained from the Apple Store or Google Play Store. Certain Inbox features are also accessible when sending emails from Lightning Experience. Setting Up Inbox To configure Salesforce Inbox, enable the application for desktop, mobile, or both, designate users permitted to use Inbox, and customize Inbox features. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. Using Inbox Features Boost productivity and efficiency with Inbox. View pertinent Salesforce records alongside your emails and events, and link email messages to Salesforce, keeping your colleagues informed about your communications. Access productivity features wherever you send emails. Once Salesforce Inbox is configured for your organization, Inbox users can install any or all Inbox clients. During installation, users link their email and calendar to Salesforce. Inbox Clients Each user requires an Inbox client to access Inbox features. The app offers various client options to support common Google™ and Microsoft® email platforms for desktop and mobile devices. Choose the client that aligns with your environment. Installing Inbox Clients To utilize Inbox, install the client that is compatible with your platform and email account. Utilizing Inbox Features in Outlook and Gmail Maximize productivity and efficiency with Inbox features directly within Microsoft Outlook® or Gmail™. Using Inbox Mobile Enhance productivity and efficiency while on the move with the Inbox mobile app. Salesforce Inbox Mobile Release Notes Inbox mobile was retired as of February 1, 2024. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the Inbox mobile app. Legacy Salesforce Inbox Legacy versions of the Salesforce Inbox Outlook add-in and Chrome extension have been retired. Inbox features are now accessible via the Salesforce add-in available in the Microsoft AppSource Store and the Chrome Web Store. An Inbox license unlocks the Inbox features you currently use. To continue utilizing Inbox features in Outlook and Gmail, obtain the Salesforce add-in for Outlook or the Chrome Extension for Gmail. Ensure to uninstall the legacy add-in or extension after installing the new version. Obtain the Salesforce add-in for Outlook Obtain the Salesforce add-in for Gmail (G Suite or Google Workspace email required) Content updated January 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Here is a helpful glossary of business analysis and project management acronyms you may encounter when discussing business analysis and project management. Acronym Meaning Definition BPMN Business Process Management Notation “A flow chart method that models the steps of a planned business process from end to end. Its purpose is to model ways to improve efficiency, account for new circumstances or gain competitive advantage.” (source) CCMP Certified Change Management Professional CCMP (Certified Change Management Professional) is aimed at change management professionals, which includes Salesforce Consultants, Business Analysts, Project Managers, Salesforce Admins, and other similar roles. CIO Chief Information Officer The member of the C-suite who takes responsibility for IT systems, especially an organization’s data. DoD Definition of Done “Definition of done” relates to one of the requirements that the user story must adhere to for the Development Team to call it complete. This is following the acceptance criteria being met. FRS Functional Requirements Specification The project documentation where the business requirements are defined from an end user or business perspective. It will specify the expected outcomes. INVEST Independent, Negotiable, Valuable, Estimable, Small, Testable Use the INVEST checklist to assess the quality of a user story. Have you met all the criteria? JTBD Jobs To Be Done JTBD is a methodology for determining what problems users are trying to solve, focused on understanding users in terms of functional, emotional and social needs. JTBD is a core concept in the Strategy Designer Certification. PM Project Manager Project Managers oversee Salesforce projects end-to-end on a variety of Salesforce ‘clouds’ and levels of complexity. Their priority is to ensure the project is successful – delivered on time, and within budget.The responsibilities of a Salesforce Project Manager range from typical organizational tasks and technical acumen, through to work that requires emotional intelligence, tact, solid communication, and many other ‘soft’ skills. PMO Project Management Officers Project Management Officers work with the organization’s leaders to fulfill the same responsibilities as project managers. In addition, PMOs will carry out pre-project planning, such as risk analysis and opportunity analysis. PMP Project Management Professional Project Management Professional (PMP) equips project managers with up-to-date trends and practices with project management tools, processes, and methods. PPM Portfolio Project Management A category of technology that enables project managers to outline, track, and collaborate on a set of ongoing projects. PSA Professional Services Automation A category of technology that combines project management, time tracking, invoicing, resource planning, and more. PSM Professional Scrum Master Scrum helps people and teams deliver value incrementally in a collaborative manner. The entry level PSM-1 is aimed at understanding Scrum best practice when working on Agile projects. You will find this very useful on Salesforce projects. RACI Responsible, Accountable, Consulted, Informed A matrix that delineates who is responsible for what in the context of the business analysis effort. Responsible (person who performs an activity or does the work), Accountable (person who is ultimately accountable for the outcome), Consulted (person who needs to provide feedback or contribute to the activity), Informed (person who needs to know of a decision or action). RFI Request for Information Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. RFP Request for Purchase Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. SIPOC Supplier, Inputs, Process, Outputs, and Customers SIPOC is a type of process map that shows the key elements of a process such as Suppliers, Inputs, Process, Outputs, and Customers. SoW Statement of Work The SoW is a legal document that outlines the work to be carried out (the scope), what’s excluded (out of scope), the client-side responsibilities, and the project schedule and fees. SRS System Requirements Specification The project documentation that details how the complete system should function and enumerates hardware, software, and functional and behavioral requirements of the system. UML Unified Modeling Language Diagramming that uses “a common visual language in the complex world of software development that would also be understandable for business users and anyone who wants to understand a system”. (source) UPN Universal Process Notation A simpler and more engaging diagramming notation that has been designed to be easily understood by all the stakeholders and viewed online. As a hierarchical diagram, you are able to drill down to give more detail (with no limit to the number of levels you can go down). business analysis and project management acronyms Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
A Salesforce Platform Manager serves as the human interface between the business and the Salesforce platform, taking on the responsibility of overseeing the entire management of the platform. This role involves leading project teams, collecting requirements, designing solutions, and implementing configurations on Salesforce.com. In contrast, Product Managers primarily concentrate on expanding their user base, financial metrics, and ensuring customer satisfaction with the product. Platform Managers, on the other hand, have a more internal focus, being oriented towards technical aspects and architecture. They are not customer-facing and have a greater emphasis on technical and architectural considerations. Not to say they don’t need good people and communication skills, but they interact as much with the platform as with team members. The role of a Platform Manager encompasses being the primary administrator of the software, orchestrating its setup, and overseeing ongoing maintenance. They are tasked with establishing the initial parameters for the website and managing all constituent data in a pubic sector instance. For Platform Product Managers, the primary goal is to deliver outcomes that contribute to business scalability and achievement of goals. Effective management with different teams is crucial for success, and collaboration, communication, and recognition of other teams play a key role in their responsibilities. Platform Services Managers are responsible for initiating and maintaining the operation of application processes. They ensure the continuous running of processes, which is essential for users to access the system and run reports. The process management framework involves three key process utilities: sapmon, sapmgr, and sap. If your core Salesforce team is missing a solid Salesforce Platform Manager, reach out to Tectonic today for assistance. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more about SOAP API, you should have a basic familiarity with software development, web services, and the Salesforce user interface.
Sprucing Up Your Salesforce Page Layouts: A Humorous Guide to Winning User Hearts and Ensuring Data Quality Sometimes, the simplest tweaks can make the biggest difference. Modifications to your page layouts are no exception. In the world of Salesforce, page layouts are your tool of trade—what users see and interact with every day. Nailing these layouts can skyrocket user adoption and improve data quality, which is our ultimate mission as admins. So, here are some tips to help you jazz up those Salesforce page layouts. Field Order: The Logic Puzzle Think of field order like arranging your fridge. You wouldn’t put the milk behind the broccoli, right? Make sure your most important fields are front and center, not hidden in the dark corners of the page. Group like data wherever possible, and use sections. Balance: Channel Your Inner Zen Balance your fields like a feng shui master. If you have 8 fields on the left and 2 on the right, spread them out evenly. This not only makes the page look good but also makes it easier to use. And hey, use those blank spaces to keep things orderly. Sections: The Organizational Guru Break your page into sections like a pro organizer. To add new sections, click “edit layout,” drag the section field onto the page, fill in the section properties, and then drag related fields into their new cozy home. Organizing sections gives you the most storage space, just like cleaning out your closet. Large Text Areas: Give Them Room to Breathe Think of large text areas like your favorite novel—they deserve their own spotlight. Displaying 6 or more visible lines makes them easier to read and enjoy. Consistency: The Familiar Friend Consistency is key. Keep your layouts uniform to reduce the learning curve for users. For instance, always place the Owner, Created By, and Last Modified By fields at the bottom in a section called “System Information.” Help Text: The Friendly Guide Always use help text for custom fields. If you forgot to add it initially, no worries! Navigate to the custom field in the setup menu, click “edit,” and fill in the description and help text. Users really appreciate it and it can save you hours answering the same questions over and over again. Lookup Filters: The Selector’s Best Friend Decide if your lookups need filters. Filters are like bouncers at a club—they help users pick the right record, filtering out the riffraff like closed lost opportunities. Required Fields: The Necessary Nuisance Be judicious with required fields. If a field should be mandatory, decide if it should be universally required or just on the page layout. Err on the side of fewer universally required fields. To make a field required on the page layout, go to the page layout, click “edit layout,” hover over the field, click the wrench icon, and check “required.” Search Layouts: The Sleuth’s Toolkit Update search layouts to provide users with the info they need at a glance. Keep them consistent with list views. To edit search layouts, navigate to setup > the object (e.g., account, leads, contacts) > search layouts, and click “edit” next to search results. Select the fields you want and arrange them as desired. Related Lists: The VIPs Place custom related lists above the standard ones. Custom lists are like VIPs—they get the prime spots because they’re used more often. List Views: The Window to Relevance Update list views to display relevant details. Showing pertinent fields will save users from excessive clicking and scrolling. Mini Page Layouts: The Compact Helper Customize mini page layouts to show the most relevant information. Click “edit layout,” then “mini page layout,” add the relevant fields, and click “save.” Mobile Optimization: The On-the-Go Champion Remember that changes to Salesforce page layouts on your desktop also apply to mobile devices. Given the smaller screens, it’s smart to set up specific layouts for mobile. Navigate to setup > object (e.g., Account) > page layout, then click “new.” Clone an existing layout or start fresh, name it, and click “save.” Drag and drop the fields you want for mobile, then save again. Update the assignment by clicking “Page Layout Assignment,” then “Edit Assignment,” and assign the new layout to the mobile user profile. User Communication and Collaboration: The Team Effort Before making changes, give users a heads-up. Nobody likes surprises, especially when it comes to their workspace. Involve users in the update process and get their input. Use this time to tidy up fields and data. After collaborating, roll out a communication plan to ensure everyone knows about the changes and is prepared for questions. These tips are designed to make the Salesforce experience smoother and more enjoyable by optimizing page layouts. Got your own tips? Share them in the comments below! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
What are Salesforce Quickstarts? Salesforce Quickstarts are ideal for individual departments or small sales and customer services teams looking to maximize their Salesforce experience right from the beginning. These packages, also known as Salesforce Jumpstarts, are comprehensive solutions encompassing everything from initial setup and configuration to training and support. They are particularly suitable for small to medium-sized businesses aiming for quick deployment and an accelerated start with Salesforce. Salesforce Quickstarts What does Tectonic offer with its Salesforce Quickstart Package? Note the name has changed to Salesforce Implementation Solutions. Tectonic’s Salesforce Quickstart Package provides a streamlined implementation process tailored for companies seeking a swift Salesforce deployment. Quickstarts vary from Salesforce product to product. But essentially follow these parameters. This limited engagement focuses on essential planning, decision-making, standard and custom configurations, and crucial user and admin training. All with Tectonic’s high standards of customer satisfaction. Geared towards small to medium-sized businesses, this Quickstart Implementation covers sales, marketing, service, and more Salesforce clouds. It offers immediate benefits and lays the foundation for future digital transformation. Salesforce Quickstarts can be customized for any industry. Who is it for? Key Benefits What’s included? Partner Assistance with Salesforce Implementation Salesforce consulting partners like Tectonic assist in assessing needs, configuring Quickstart packages, providing training and support, adopting best practices, and optimizing the Salesforce environment. Tectonic offers ready-to-launch Quickstart packages and Accelerators, ensuring faster system fulfillment, cost reduction, secure scaling, and an enhanced customer experience. How to use Trailhead for Salesforce Learning after a Quickstart? Trailhead breaks down learning topics into modules, each containing units. Completing units involves quizzes or hands-on challenges, earning points. Once all units in a module are finished, you receive a badge displayed on your profile. Trailhead is a free and comprehensive learning platform for Salesforce, suitable for newcomers and professionals looking to enhance their skills and knowledge. Contact Tectonic today to explore Salesforce Quickstarts. Content updated April 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Despite its name, the CAN-SPAM Act is not limited to bulk email; it encompasses all commercial messages. These messages, defined as “any electronic mail message the primary purpose of which is the commercial advertisement or promotion of a commercial product or service,” include emails promoting content on commercial websites. The law applies universally, including to business-to-business emails, meaning all emails must adhere to its provisions.
Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic to get up and running.
Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Salesforce CRM Analytics. Create Connection Connection Settings All settings require a value, unless otherwise indicated. SETTING DESCRIPTION Connection Name Identifies the connections. Use a convention that lets you easily distinguish between different connections. Developer Name API name for the connection. This name can’t include spaces. The API name is used in your recipes to reference data extracted through this connection. You can’t change the developer name after you create the connection. Description Description Username User name for the Zendesk account. URL Complete URL of the Zendesk account. Enter in the format: <http or https>://<Instance Name>.zendesk.com/<Instance Details>For example:https://blueskysystems.zendesk.com/api/v3 Password Password for the Zendesk account. Salesforce and Zendesk integration Connector Considerations When working with the Zendesk connector, keep these behaviors in mind. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics 360, Salesforce Sales Cloud, and Salesforce Marketing Cloud. This collaboration marks the first time that sales, marketing, and advertising data will seamlessly converge. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced Today, we at Tectonic are thrilled to introduce the inaugural integration: direct importation of sales pipeline data from Sales Cloud (including leads and opportunities) into Analytics 360. This integration empowers marketers within any business managing leads to gain a comprehensive understanding of the customer’s journey to conversion, enabling swift and targeted engagement at crucial touchpoints. Leading enterprises like Rackspace and Carbonite are already reaping the rewards of this integration, streamlining data analysis and reaching higher-value audiences. A Holistic View of the Customer Journey Marketers often struggle to bridge the gap between online and offline customer interactions to achieve a comprehensive view of the customer journey. With the seamless integration between Sales Cloud and Analytics 360, marketers can effortlessly amalgamate offline sales data with digital analytics data, gaining insights into the entire conversion funnel. This facilitates a deeper understanding of customer engagement with brands and the performance of marketing initiatives. For instance, marketers can examine the correlation between online lead sources (such as organic search, paid search, or email) and lead quality based on their progression through the sales pipeline. Enhanced Marketing Outcomes While increased visibility into the customer journey is invaluable, the true value lies in actionable insights. For example, if a particular source of site traffic consistently generates higher-quality leads, marketing budgets can be reallocated to optimize traffic acquisition. Moreover, the built-in connections between Analytics 360 and Google’s media buying platforms offer additional avenues to acquire new customers and drive incremental revenue. Marketers can leverage Adwords and DoubleClick Search tools to optimize search ad bidding based on actual sales data (offline conversions tracked in Salesforce) rather than just website leads. Additionally, they can create audience lists in Analytics 360 comprising qualified leads from Sales Cloud, leveraging Adwords or DoubleClick to target display ads to individuals with similar characteristics. Real-world Success Stories – Integration of Salesforce Sales Cloud to Google Analytics 360 Announced Rackspace, a leading provider of managed cloud services, has already experienced significant benefits from beta testing the Sales Cloud to Analytics 360 integration. By seamlessly integrating sales pipeline reporting with digital marketing analytics, Rackspace has gained deeper insights into marketing performance, saving time and accelerating decision-making processes. Similarly, Carbonite, a provider of cloud data backup services, is gearing up to transform its media activation strategy by leveraging insights derived from Salesforce data in Google Analytics and AdWords campaigns. What’s on the Horizon? In the coming months, Google will expand the availability of Sales Cloud data in Analytics 360, providing marketers with even deeper intelligence. For instance: Product-specific data will enable remarketing campaigns tailored to cross-sell or up-sell offers based on previous orders. Lead conversion likelihood data will facilitate the creation of audience lists of prospects with a high probability of purchasing, ideal for remarketing or prospecting campaigns. Lifetime value data will serve as a diagnostic tool, shedding light on the most valuable marketing channels. As 2018 progresses, Google will continue to roll out additional integrations between Salesforce and Analytics 360, enabling more accurate attribution modeling, comprehensive campaign performance analysis, and seamless audience activation across marketing channels. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced If you’re not yet leveraging Analytics 360 and are eager to learn more, please reach out to us. Existing customers can engage with their account team or Certified Analytics Partner to devise a plan for implementing these integrations. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom the information applies to be reasonably inferred by either direct or indirect means. Further, PII is defined as information: (i) that directly identifies an individual (e.g., name, address, social security number or other identifying number or code, telephone number, email address, etc.) or (ii) by which an agency intends to identify specific individuals in conjunction with other data elements, i.e., indirect identification. (These data elements may include a combination of gender, race, birth date, geographic indicator, and other descriptors). Additionally, information permitting the physical or online contacting of a specific individual is the same as personally identifiable information. This information can be maintained in either paper, electronic or other media. Department of Labor (DOL) contractors are reminded that safeguarding sensitive information is a critical responsibility that must be taken seriously at all times. DOL internal policy specifies the following security policies for the protection of PII and other sensitive data: The loss of PII can result in substantial harm to individuals, including identity theft or other fraudulent use of the information. Because DOL employees and contractors may have access to personal identifiable information concerning individuals and other sensitive data, we have a special responsibility to protect that information from loss and misuse. With these responsibilities contractors should ensure that their employees: What is the example of PII? Personal identification numbers: social security number (SSN), passport number, driver’s license number, taxpayer identification number, patient identification number, financial account number, or credit card number. Personal address information: street address, or email address. Personal telephone numbers. What is not an example of a PII? PII, or personally identifiable information, is sensitive data that could be used to identify, contact, or locate an individual. What are some examples of non-PII? Info such as business phone numbers and race, religion, gender, workplace, and job titles are typically not considered PII. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud expert like Tectonic: Cost Savings: Predictable, Recurring Monthly Costs: Future-Proof Technology: Custom and Integrated Service: Robust Infrastructure: Centralized Network Services and Applications: Coverage on All Service Levels: Disaster Recovery: Fast Response Times: Vendor Interfacing: Tectonic offers Managed Services for all your Salesforce platform IT needs. Contact us today to get started. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
