March, 2020 - gettectonic.com

27Mar

IT Consulting Methodologies

Consulting methodologies are thoughtfully crafted frameworks that encompass information and analyses. Within these frameworks, analyses are developed using a proven and structured system of tools and actions strategically aimed at resolving clients’ issues in a beneficial manner. These frameworks serve as a comprehensive tool set, integrating concepts, tools, techniques, and processes to address business problems. Furthermore, they offer a structured approach to organizing thoughts about the future of an industry or company, enabling consultants to frame problems and propose innovative solutions, assisting clients in making informed decisions. In the domain of IT consulting project management and IT consulting methodologies, the selection of a project management methodology tailored to the project type, size, and complexity is pivotal. Various methodologies, including waterfall, agile, scrum, kanban, and hybrid, bring their own set of advantages and disadvantages. Waterfall The Waterfall methodology, a well-established project management workflow, mirrors a cascading waterfall, progressing sequentially through five stages: requirements, design, implementation, verification, and maintenance. Agile The Agile methodology adopts a phased approach, emphasizing continuous collaboration and improvement by breaking the project into manageable phases. Teams follow a cycle of planning, executing, and evaluating. Scrum Scrum serves as a management framework, fostering self-organization. Focusing on collaboration toward a common goal. It outlines meetings, tools, and roles to facilitate efficient project delivery, allowing teams to self-manage, learn, and adapt. Kanban Kanban, derived from the Japanese term meaning “signboard” or “billboard”. It is a lean method for managing work across human systems. It aims to balance demands with available capacity, enhancing the handling of system-level bottlenecks. In addition to these methodologies, various strategic approaches exist: Hybrid project management, also known as blended project management, combines elements from both Waterfall and Agile methodologies. Consequently creating e a customized process that aligns with the team and project requirements. This approach is favored by project managers seeking flexibility beyond a single methodology. Armed with a chosen project management methodology, and well-defined project scope. Focused, clear goals, will set the project is set in motion. Tectonic is a Salesforce partner and your Salesforce IT consulting partner. Contact us today. 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

March 27, 2020in Salesforce

19Mar

Manage Your Postman Assets With the Postman API

Postman assets Salesforce: The Postman API Platform empowers users to generate a diverse array of resources for building and utilizing APIs. These include: These Postman resources, along with users, permissions, and Flows, can be managed manually through the Postman desktop or web app. Alternatively, users can leverage the Postman API to programmatically handle these resources, enabling the automation of various API-related workflows. Postman Assets Salesforce Endpoints for All Plans For all users, irrespective of their Postman plan, the following endpoints are available: Workspaces: Collections: Variables and Environments: APIs: Mock Servers: Monitors: User and Usage Information: APIs for Enterprise or Professional Plans Exclusive endpoints for Enterprise or Professional plan users include: Private API Network: Tags: Secret Scanner: SCIM User Management: API Security and Governance: Audit Logs: As one Salesforce integration tool, the Postman API provides a comprehensive set of endpoints to programmatically manage Postman resources, allowing for the automation of organizational processes. 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

March 19, 2020in Salesforce

16Mar

Account Based Marketing and the Financial Services Sector

Financial services marketers operating in a Business to Business environment are adopting a proactive approach to address key business challenges and drive growth. These challenges encompass complex data management, cumbersome legacy systems, limitations in email platforms, budget constraints, technical debt, and limited flexibility due to stringent industry regulations. In addition to overcoming these challenges, financial services businesses must establish robust relationships with buying committees to influence decision-makers and consistently meet their unique needs. Account based marketing financial services is a key tool for addressing these challenges. Tectonic has a strong track record optimizing Salesforce and customizing for the Financial Services industry. One solution we recommend is to tackle these challenges is the adoption of account-based marketing (ABM), which prioritizes quality account development over quantity. By pinpointing their ideal customers and tailoring marketing strategies accordingly, account based marketing financial services marketers can create precise and personalized campaigns, avoiding a trial-and-error approach. Laser focused marketing warms and converts leads faster. While casting a wide net for lead generation builds a large database, it may not necessarily fill a healthy pipeline. ABM Financial Services ABM involves personalizing the customer experience to drive conversions. Personalized communication is the conversation leading to conversion. This is simply customizing approaches for each buyer and scenario, from agents to wealth management advisors and brokers to relationship managers. Delivering personalized content and experiences across various digital spaces and channels, including your websites, customer portals, and email campaigns, helps establish trust and cultivate meaningful relationships with prospects, ultimately increasing the likelihood of conversion. All businesses have great marketing collateral that generates and even warms leads. ABM content targets very specific audiences based on look-alike customers. Successful implementation of account-based marketing requires financial services businesses to align their marketing, sales, and service teams. This involves streamlining marketing efforts toward key accounts and automating personalized engagement for the entire book of business. By doing so, businesses can effectively acquire and grow key accounts while optimizing performance, efficiency, and spending. A significant benefit of ABM is its capacity to extract deep insights from customer data. By analyzing this data, businesses can identify trends and patterns that steer strategic decision-making. Knowledge of a customer’s website browsing behavior can empower customer-facing representatives when approaching clients with the next best offer. Leveraging insights from customer interactions allows financial services businesses to create customer-centric ABM strategies. Despite the challenges inherent in marketing within the financial services sector, ABM is a solution for personalizing engagement. Account based marketing fosters strong relationships and drives growth. If your financial services organization is exploring account based marketing strategies, Tectonic can help. Like Related Posts 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 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more

March 16, 2020in Salesforce Financial Services Solutions

13Mar

Salesforce Marketing Cloud Brand Builder

Enhance Your Marketing Cloud Presence with BrandBuilder-Salesforce Marketing Cloud Brand Builder BrandBuilder in Marketing Cloud empowers you to personalize your account’s color scheme to align with your company’s logo colors. This enhancement ensures a unified brand experience for both users and subscribers across various platforms, including: To start using BrandBuilder: Creating a new brand in your account is now simpler with BrandBuilder, thanks to recent changes in the Setup menu. Salesforce Marketing Cloud Brand Builder. Here’s how: With BrandBuilder, maintaining brand consistency and enhancing the visual appeal of your Marketing Cloud account has never been easier. 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

March 13, 2020in Salesforce, Salesforce Marketing Cloud

11Mar

Salesforce Commerce Acronyms

Here are some helpful acronyms to understand what is referred to when discussing Salesforce and Commerce. Acronym Meaning Definition AOV Average Order Value You may come across this term in the context of Commerce Cloud. For example, Goals-Based Commerce is designed to improve margins or to increase average order value (AOV). In Commerce Cloud this would include suggested products to add to your shopping cart. BNPL Buy Now Pay Later How customers can buy products on credit and pay for them later. Commerce Cloud has partnerships with PayPal and Klarna. Companies offering store credit cards have BNPL options for customers as well. CDN Content Delivery Network A highly-distributed platform of servers that helps minimize delays in loading web page content by reducing the physical distance between the server and the user, maintaining caches of content. CMS Content Management System A content management system (CMS) is an application that is used to manage web content, allowing multiple contributors to create, edit and publish the website. Content in a CMS is typically stored in a database and displayed in a presentation layer based on a set of templates. eCDN Embedded Content Delivery Network Salesforce Commerce Cloud provides digital customers an embedded content delivery network (eCDN) designed to accelerate site speed access and content delivery. The end result is a more secure, reliable online shopping experience for the consumer.(source) ERP Enterprise Resource Planning These enterprise-level systems take care of manufacturing, finance, master data, and accounting aspects (versus CRM applications that typically handle sales, marketing and support functions only). Salesforce does offer some functionalities related to business processes and operations. Its core focus is on managing customer interactions, sales, and marketing activities. With the release of Industry related platforms Salesforce is closer to an ERP. Salesforce can integrate with ERP systems or provide some ERP-like functionalities. GMV Gross Merchandise Value The total value sold through an eCommerce site over a defined period of time. Commerce Cloud is a leading commerce solution that aims to “make every transaction more profitable”, and therefore, increase your GMV. OCI Omnichannel Inventory “Delivers near real-time inventory availability at the location level across all your fulfillment channels.” (source)There is also the Omnichannel Inventory service, a collection of APIs to retrieve inventory updates from your back-office systems. OMS Order Management System Any tool or platform that tracks sales, orders, inventory, and fulfillment as well as enables the people, processes, and partnerships necessary for products to find their way to the customers who bought them. An order management system is a digital way to manage the entire lifecycle of an order. PIM Product Information Management A set of processes used to evaluate, identify, store, manage and distribute product data or information. PRM Partner Relationship Management “Simplify every step of your channel sales process, from onboarding to selling. Give your partners the same tools that make your internal team successful. Give channel managers step-by-step directions to quickly configure lead distribution, deal registration (and more…).” (source) PWA Progressive Web App Apps that “are built and enhanced with modern APIs to deliver enhanced capabilities, reliability, and installability while reaching anyone, anywhere, on any device with a single codebase.” Salesforce’s Progressive Web App (PWA) Kit integrates with Salesforce B2C Commerce APIs, which are fast “with enhanced developer efficiency. While B2C Commerce provides the critical commerce services (like pricing, promotions, search, and Einstein), PWA Kit and Managed Runtime render the web experience, and provide the operations infrastructure.” (source) SFCC Salesforce Commerce Cloud Commerce Cloud is a cloud-based platform that provides brands with features and tools to help grow their online business. These tools and features support all stages of digital commerce – or as Salesforce puts it, everything “from discovery to delivery”. SFRA Storefront Reference Architecture A reference architecture (also known as a blueprint) that combines industry best practices and expected out-of-the-box commerce functionality in a web storefront that can serve as the foundation of your new Salesforce Commerce B2C site. 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

March 11, 2020in Salesforce, Salesforce Commerce Cloud, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

02Mar

Pardot Email Reporting

Engagement History reporting (Pardot Email Reporting) offers the opportunity to create Salesforce reports using Pardot marketing asset performance data. The following details a guide on creating a Pardot Email report within Salesforce, providing an overview of list emails and automated emails’ performance. A custom report type called “Engagement Metrics on Emails” is created in Salesforce under Setup. The report type’s primary object is Campaigns, categorized as Campaigns, and is deployed to be visible to users. The object relationships involve Campaigns (A) linked to List emails (B), ensuring each campaign record has at least one related email record. The default layouts are edited to specify which fields should be visible when creating a report. This includes selecting and setting default fields such as delivery rate, click to open ratio, and total hard bounces for emails. To build the Salesforce report, emails are grouped by campaign, revealing insights like email type (List or Automated) and enabling the addition of filters such as emails sent in the last quarter. Various metrics can be applied, like sum, average, minimum, or maximum, to analyze performance. Two use cases are: By leveraging Salesforce reports, users can create dynamic charts and dashboards to monitor and analyze email campaign performance effectively. It’s important to distinguish between campaign-level metrics (e.g., total emails delivered in a campaign) and email-level metrics (e.g., click-to-open ratio) when constructing reports to ensure the appropriate data is analyzed. Engagement History reporting enables comprehensive Pardot Email reporting within Salesforce, empowering users to explore various use cases to optimize email campaign performance effectively. 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

March 2, 2020in Salesforce, Salesforce Marketing Cloud Account Engagement (Pardot)

Monthly Archives: March 2020

IT Consulting Methodologies

Manage Your Postman Assets With the Postman API

Account Based Marketing and the Financial Services Sector

Salesforce Marketing Cloud Brand Builder

Salesforce Commerce Acronyms

Pardot Email Reporting

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