November, 2021 - gettectonic.com
public sector and tribal governent
23Nov

Regaining Trust in the Public Sector with Salesforce

The continual onslaught of global crises has heightened the vital role played by public sector institutions. These entities bear the responsibility of delivering essential services that fortify economies, safeguard community health, and ensure national security. However, despite their crucial functions, public sector institutions are facing challenges in earning and retaining public trust. Read on to learn how constituents are regaining trust in the public sector with Salesforce. Creating Trusted Relationships The establishment and maintenance of trusted relationships are fundamental across all industries, but they hold particular significance in government-consumer relations. The public’s perception of an efficient, fair, and capable government directly influences customer engagement, especially during times of crisis and rapid transition when trust becomes increasingly important. Regaining trust in the public sector with Salesforce is just the beginning. Although public trust in government has experienced a recent decline, its importance has risen, particularly during periods of change, with 87% of individuals recognizing its significance in such times. To meet the evolving digital expectations of today’s citizens, government organizations are adopting novel approaches to digital transformation and exploring ways to build and sustain trust. The Wants and Needs of Customers and Constituents Customers now demand government services that are transparent, easily navigated, user-friendly, and accessible. The effective delivery of government services is a key factor influencing the public’s trust in government. Consistently delivering exceptional experiences fosters a robust government-customer trust dynamic and enables public sector organizations to better address the unique needs of their customers. According to 87% of respondents, a superb digital government customer experience would increase their level of trust. Creating Trust in the Public Sector with Salesforce Creating secure and trustworthy digital experiences has become paramount, especially in the context of the next technological wave. With the proliferation of IoT devices and increased access to global data, new threat vectors pose a growing challenge. Public sector organizations are mandated to meet some of the most stringent national and international security and compliance requirements globally. The COVID-19 pandemic has transformed the way people interact with their governments. Thus accelerating digital transformation and customer experience initiative needs. Agencies have rapidly expanded the availability of critical services through digital channels. 54% of individuals note that it’s now easier to seek help from the government online than in person. In this digital-first paradigm, customers expect government agencies to prioritize securing highly sensitive data. The public sector must demonstrate their competence and commitment to doing so. Tectonic, as your Salesforce implementation partner, follows a comprehensive discovery process to build a tailored Salesforce solution for your government entity. Our team ensures that the solution incorporates everything you need, customized for your business model and devoid of unnecessary elements. Based in Colorado, Tectonic is a Salesforce Consulting Partner comprising a skilled team of Salesforce certified Consultants, Developers, Analysts, and Project Managers. We specialize in crafting innovative solutions within the Salesforce family of products for our clients, including Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Experience Cloud, Nonprofit Cloud, Education Cloud, Marketing Cloud Account Engagement, Field Services, and Salesforce Communities. With a track record of delivering on time and budget solutions for state, county, and local governments as well as tribal organizations, Tectonic is ready to assist you in building trust in the public sector with government solutions on the Salesforce platform. Contact us today to explore how we can contribute to your success. 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

Read More
November 23, 2021in Salesforce Public Sector Solutions
Chatter Features in Aura Sites
22Nov

Chatter Features in Aura Sites

Chatter serves as a social network designed for facilitating and preserving discussions within business, customer sites, or other enterprises. Members on the site utilize Chatter to engage with the organization, seek expert advice, and revisit relevant discussions. Chatter provides a direct view into the site, fostering insight, inspiration, and allowing users to stay focused on their business tasks. Within sites, Chatter is commonly referred to as feeds or discussions. While Chatter is available in sites built using Aura and Salesforce Tabs + Visualforce templates, additional features supporting customer and partner sites are exclusive to Aura sites. For instance, threaded discussions enhance feeds by enabling replies to answers and comments. Company verification adds credibility to answers for customer queries. Streams consolidate multiple feeds into a mega-feed, and direct messages facilitate individualized communication with customers or partners. Chatter is automatically enabled in orgs created after June 22, 2010. Users can create streams that combine feeds from discussions, groups, topics, profiles, and various objects like cases, opportunities, and accounts. This eliminates the need to jump from feed to feed to stay informed. Each member can create up to 100 streams. Customizing the Chatter publisher is possible with unique payloads for business processes. Users can add forms to posts, choose branding images, and infuse feeds with inspirational quotes. The Chatter publisher supports custom apps created or acquired from AppExchange, allowing users to add up to five apps. Posts can be pinned to give critical information more exposure. In group and topics feeds, an authorized user can pin up to three posts to the top, and a pinned post remains in place until unpinned. Pinning is exclusive to Aura sites. Chatter Questions promotes engagement by allowing users to ask and answer questions in their Chatter feed, groups, and records. Members in groups and Experience Cloud sites can respond to questions as they would comment on a Chatter post. Attachments to questions are also possible in sites built on the Customer Service template. To set up Chatter Questions, users can add the Question action to the global publisher layout. While Chatter is available in both Aura and Salesforce Tabs + Visualforce templates, specific features supporting customer and partner sites are unique to Aura sites. Chatter is enabled by default in orgs created after June 22, 2010. Key Chatter features include Chatter Groups, which are spaces for project members or teams, Actions and Endorsements for tasks like approving expense reports, updating orders, and creating support cases, Feeds, Polls, and Topics, Files and Knowledge Centers, Profiles and Statuses, and the flexibility to access Chatter from anywhere. Like1 Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Salesforce Hashtags in Chatter In Salesforce Chatter, using hashtags serves several purposes, enhancing collaboration and content organization within the platform. Here are some reasons Read more Action Plans in Partner Communities Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital Read more Salesforce Scheduler Utilize our Setup Assistant’s step-by-step guide for Salesforce Scheduler to configure locations, hours, and resources. Set your teams up for Read more

Read More
November 22, 2021in Salesforce Experience Cloud
Connected Culture
21Nov

KPIs of Digital Transformation

If 2020 marked the onset of the pandemic and 2021 was a year of adapting business strategies despite the ongoing challenges, 2022 and the years beyond emerge as the era of digital transformation. If you are currently reading this article, chances are you’ve either initiated, evaluated, or are assessing the value of your digital transformation journey. You need the KPIs of digital transformation to assess your progress. At Tectonic, we recognize the formidable nature of digital transformation for companies across all scales. Our goal is to assist you in establishing key performance indicators (KPIs) to gauge the success of your Salesforce digital transformation project. Adapt or Die Companies must adapt to new technologies as they develop if they want to get ahead of the competition and stay there. Digital transformation involves creating an omnichannel presence for your customers, allowing them access to your company at their convenience. It also entails implementing tools and systems like Salesforce to enable a scalable omnichannel presence. Often, it involves both. Customers today engage with companies through various channels beyond just browsing websites. They download apps, interact on social media, read about companies on other platforms, and seek diverse ways to connect. The tools you employ become mission-critical in creating value for your customers. Meeting the growing demand requires a 360-degree view of your customers and the ability to leverage that data to engage with them wherever they seek your content and information. Over 70 percent of digital initiatives fail; the biggest reasons are unclear goals and inability to track progress. Because digital transformation is a process, not a destination, KPIs are waypoints, not endpoints. Digital transformation is the linchpin to achieving this agility and doing so swiftly. Tectonic hopes to be your partner in this transformation, offering the following KPIs to help you measure success along the way. Tectonic, with a proven track record, employs a carefully designed delivery methodology, refined through client feedback and project learnings. Our success is measured by the same criteria we encourage you to use in evaluating your digital transformation KPIs. 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

Read More
November 21, 2021in Salesforce
Connected Culture
20Nov

Creating a Connected Workplace Culture

Creating a Connected Workplace Culture: Bridging the Physical and Digital Divide In today’s workplace, fostering genuine employee connection is no longer a luxury—it’s a critical business imperative. With the widespread adoption of remote and hybrid work models, organizations face mounting challenges in creating meaningful employee experiences and cultivating team cohesion. Yet, the need for connection has never been more urgent. The Cost of Disconnection Recent findings reveal a stark reality: over half of U.S. employees report feeling disconnected. This issue extends beyond personal dissatisfaction, becoming a crisis for organizations striving to attract, engage, and retain top talent. Employees who feel connected to their workplace culture are: The Challenge of Distance and Distraction Physical Separation Remote and hybrid work environments have minimized the spontaneous interactions and informal conversations that naturally foster camaraderie. This lack of face-to-face contact can lead to feelings of isolation and fragmented workplace cultures. Technology Overload At the same time, the explosion of workplace apps has created a disorganized digital landscape. With countless tools for HR, benefits, payroll, learning, and more, employees often struggle to navigate an overwhelming maze of applications. This fragmentation not only hinders productivity but also amplifies cognitive overload and decision fatigue, further diminishing the employee experience. So, how can organizations overcome these barriers and build a connected workplace culture in an age of physical distance and digital distractions? Building a Connected Workplace Strategy Connection doesn’t happen by chance. It requires deliberate planning, adaptability, and a deep understanding of the evolving workplace dynamic. Here’s how organizations can take intentional steps toward fostering meaningful connections: 1. Act with Purpose 2. Leverage the Right Tools 3. Prioritize Clear and Open Communication 4. Embrace Feedback 5. Commit to Continuous Improvement Moving Forward: Connection as a Competitive Advantage A connected workplace culture isn’t just about improving employee satisfaction—it’s a strategic advantage that drives engagement, productivity, and retention. By bridging the physical and digital divide with intentional actions and meaningful tools, organizations can foster stronger, more connected teams prepared to thrive in a modern, dynamic work environment. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

Read More
November 20, 2021in Technology
Salesforce Marketing Cloud Analytics Builder
19Nov

Analytics Builder Standard Reports in Salesforce

Analytics Builder → Standard Reports: Utilize built-in Marketing Cloud reporting to gain insights into email campaigns, web and mobile analytics, contact behavior, administrator monitoring, and more. These insights are valuable for setting marketing goals and refining customer journeys. Note: Support/updates for the Discover Reporting Tool are scheduled to end in April 2022. Learn how to create and run a standard report in Marketing Cloud’s Analytics Builder Report tool. View a list and description of available Email Studio reports available in the Analytics Builder standard Report tool. REPORT NAME DESCRIPTION A/B Test Summary Contains summary and comparison information about one or more A/B test campaigns for the date range you specify. Account Send Summary Displays all potential response counts or rates for an account organized by send. Enterprise or reseller reports also display respective member results organized by account. Attribute by Tracking Event Displays how your subscribers reacted to a certain email send, based on a specific tracking event, and a particular attribute. Campaign Email Job Tracking Summary Displays the email tracking data for each job sent that is associated with the selected campaign. Use this report to get a complete list of all sends in a campaign and a quick summary of all relevant email tracking statistics. Campaign Email Tracking Summary Use this report to quickly see email level tracking statistics if the emails in your campaign are sent in more than one job. This report displays the send tracking data for a specific campaign. Displays the email tracking data for each email associated with the campaign. If an email is sent through multiple jobs, Analytics Builder summarizes the tracking data for each job by email. Carrier Deactivation Summary Report Use this report to both verify the accuracy of the opt-out process and insight into customers to potentially retarget for SMS opt-in. The report displays a daily and historic overview of the subscriptions updated within your account. The updates are a result of deactivated phone numbers on the carrier’s network or numbers ported from one carrier to another. Conversion Tracking Statistics Displays all conversion activity across all your email sends over a specific time period. Email Message Frequency This report cannot be viewed as a web page. Includes the number of customers received multiple email messages from period to period for comparison purposes. The available periods for comparison are: Yesterday vs. Day Before; Previous 2 Weeks Before Today; Previous Sunday to Sunday Weeks; Last 30 days vs. Previous 30 days; Previous 2 calendar months. Email Performance by Attribute Lets you evaluate email send results for different subscriber attribute and preference values. Email Performance by Domain Enables you to evaluate email send results for each domain sent to for a single send. Email Performance by List Enables you to assess response, bounce, and click-through rate for each list or group. The rate can be sent to as part of a send event that excludes email sent to a single recipient. Email Performance for All Domains Enables you to evaluate email send results for each domain sent to for a single send. Email Performance Over Time Shows data for all sends during a specific period. Email Send Shows how many emails have been sent from each of your accounts. This report can be run for any time period, present, or past. Email Sends by User Displays a list of account users who have sent emails during the specified date range and the total number of emails that each user has sent. Email Send Performance by Audience Builder Segment Shows send performance data by audience segment. Forwarding Activity Details Displays details for emails that are forwarded from subscribers to other individuals. Impression Tracking by Job Displays the number of times the content area was sent as part of a job. The count could be the number of impressions and the link performance for links found within the impression region. Impression Tracking for Triggered Send by Period Displays the performance of an impression region for triggered sends by a time period you choose. List Demographics Enables you to analyze your lists to see a breakdown of subscribers by status, domain, and subscription tool. List Performance Over Time Enables you to examine each of your lists to evaluate their effectiveness over time across multiple sends. List Size Over Time Displays the number of subscribers on a list over a specified time period. Includes a table showing the number of subscribers by status for each month in the specified time period. This data is also provided in a line graph. Multi-Campaign Tracking Summary Use this report to compare email performance across multiple campaigns. This report shows that email tracking summarized by campaign for all campaigns with a deployment date. The report shows tracking by the selected date range and the total of all selected campaigns for each tracking category. Recent Email Sends Summary Enables you to analyze a summary of your recent account activity. Region Performance for Triggered Sends Over Time Displays how a single section of content performs over a period across multiple triggered send jobs. Region Performance Over Time Displays how a single section of content performs over a period across multiple jobs. Response Trend Analysis for Email Send Displays how an email send has performed over a specified date range. Send Classification by Email Tracking Report Enables you to compare the send performance data of transactional and commercial sends. Sendable Data Extension Demographics Includes charts which show subscriber status breakdown and a top-level view of which domains are best represented in the selected sendable data extension. Sendable Data Extension Performance Over Time Provides an analysis of a sendable data extension over time. You can use this report to evaluate when a previously effective data extension is no longer effective. Single Email Performance by Device Summarizes email open and click activity on mobile vs. desktop devices for an email. This report shows the percentage of opens, unique opens, and clicks occurring on mobile devices. Spam Complaints Over Time Provides historical data about received

Read More
November 19, 2021in Salesforce Marketing Cloud
Salesforce Communications Cloud
16Nov

Introducing Salesforce Communications Cloud

Introducing Communications Cloud from Salesforce: Revolutionize your digital-first journeys and streamline order processes to save time, cut costs, and enhance operational efficiencies.  Build and deploy seamless workflows, integrations, and experiences across multiple channels. Salesforce Industries Communications Cloud builds upon Salesforce’s digital omnichannel capabilities, featuring a robust communications data model. This includes Configure, Price, Quote (Industries CPQ), Enterprise Product Catalog (EPC), order capture, Digital Commerce, Industries Order Management, and Contract Lifecycle Management, along with cloud-specific application suites. The Industries Communications data model is an all-encompassing framework designed for a cloud Business Support System (BSS) across diverse communication markets. (B2B, B2C, B2B2C) and product lines (mobile, broadband, TV, fixed-line services, and other subscription services). Covering elements like product catalog management, pricing, promotions, selling through opportunities, quotes, orders, and contract lifecycle management, the data model seamlessly integrates with the standard Salesforce data model. Compliant with the TM Forum Information Framework (SID), it extends Salesforce’s capabilities. Each Entity-Relationship Diagram (ERD) illustrates key entities, relationships, and the Industries extension to the Salesforce object model. Key ERDs include: We are excited to be introducing Salesforce Communications Cloud The Industries CME Object List provides a comprehensive reference, and the Salesforce Industries Communications, Media, and Energy Party Model define parties involved in customer interactions. The proprietary party model captures relationships beyond the standard Salesforce structures, encompassing various business entities. 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

Read More
November 16, 2021in Salesforce Communications Cloud, Salesforce CPQ, Salesforce Hospitality Travel and Transportation
Salesforce Digital Transformation
15Nov

Track Your Digital Transformation Progress With These Important KPIs

Effective digital transformation progress has the potential to enhance the competitiveness and agility of enterprises in today’s and the future dynamic market. Most CIOs acknowledge that implementing digital transformation is a challenging endeavor and not a task achievable within a day or a week. It demands a significant commitment from business leaders, comprehensive training, financial investment, adept change management, a well-articulated strategy, and diligent monitoring of Key Performance Indicators (KPIs). A concerning statistic reveals that over 70 percent of digital initiatives fail, primarily due to unclear goals and the inability to monitor progress. Surprisingly, 50 percent of businesses do not define metrics or Key Performance Indicators (KPIs) to measure the success of their digital transformation progress. This lack of measurement makes substantial investments counterproductive. Assessing the right metrics is essential, as it allows businesses to determine whether they are implementing best practices and deriving the intended value from the process. Considering the broad scope of potential transformations within a business, creating KPIs for digital transformation progress to measure success can be challenging. However, identifying and monitoring specific digital transformation KPIs is crucial for gauging progress towards digitization goals. The following are key digital transformation KPIs that can contribute to tracking the journey and drawing closer to achieving digitization objectives: Keeping a vigilant eye on these important digital transformation process KPIs will enable businesses to navigate their digital journey effectively and strive towards achieving successful digitization. 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

Read More
November 15, 2021in Salesforce
Salesforce Communications Cloud
10Nov

Salesforce Communications Cloud for Service Providers

Salesforce’s Communications Cloud facilitates the delivery of digital-first journeys. With seamless order processes, offering time and cost savings while enhancing internal operational efficiencies. In collaboration with Tectonic, this Salesforce tool empowers the creation of straightforward yet powerful digital experiences. It aids in streamlining product and service launches and adhering to industry standards.. With architectures, and leveraging predictive analytics to reduce email churn. Built on the world’s leading CRM platform – Salesforce, Communications Cloud, formerly known as Vlocity for communications. It empowers B2C, B2B, and wholesale communications service providers (CSPs) to transition to a catalog-driven digital BSS (digital business support system).  Purpose Built Industry Functionality With purpose-built industry functionality and the comprehensive capabilities of Sales Cloud and Service Cloud, service providers can swiftly adapt to changing customer expectations. The tool to achieve faster time-to-value, and integrate every aspect of their organization, from marketing and retail channels to customer care and operations. Salesforce Communications Cloud ensures businesses exceed customer expectations across B2B, B2C, and multiple channels. It seamlessly integrates with Salesforce Marketing, Sales, and Service Clouds, offering industry-specific functionality. Utilizing analytics and artificial intelligence (AI), it delivers personalized services, enabling omnichannel marketing across various channels. Collaborating with Tectonic ensures the seamless integration of Communications Cloud functionality with other Salesforce systems, promoting smooth data flow and cohesive organizational processes. Properly implemented Salesforce Communications Cloud makes omnichannel communications easy. For specific business operations, like number reservation systems or credit check applications, that are not directly supported by Salesforce Customer 360, OmniStudio and APIs can be employed to integrate third-party applications. This solution provides industry-standard APIs, including TMF620 and TMF645 APIs, automating processes for faster and more accurate service. Communications Cloud allows tailoring customer interactions based on individual preferences, providing notifications about promotions, service activations, outages, billing information, product changes, and feedback opportunities. Each communication is tracked on the customer account, enabling Einstein Analytics to monitor interactions for efficient and personalized service. Collaboration with Salesforce Communications Cloud Commercial and technical teams collaborate using a shared catalog to design and develop customer-specific offers. With reusable components in the shared catalog, teams can efficiently build, test, and connect offer elements, reducing time-to-market. Customers can order products and services through various channels, and Communications Cloud, being omnichannel, processes and stores information using a master data source. It ensures that products and services offered are relevant, correctly configured, priced, available, and deliverable before the order is placed. Integration with Marketing and Service Clouds facilitates order fulfillment, service scheduling, and customer communication. Call center interactions become opportunities to build relationships and make informed suggestions, enhancing the customer experience.  Communications Cloud makes every connection with a customer a positive experience properly tracked in your CRM. Communications Cloud in the Communications Industry In the communications industry, changes to plans and services, known as move, add, change, delete (MACD), are managed through Communications Cloud integration with Salesforce Service and Marketing clouds. Sales reps create MACD orders with industries CPQ, keeping customers informed of progress and scheduling relevant service appointments. Tectonic, as a Salesforce Consulting Partner, assists companies in utilizing Communications Cloud effectively. Through the discovery process, roles and responsibilities are mapped to determine how key employees can best leverage Salesforce Communications Cloud. Tectonic comprises a skilled team of Salesforce-certified Consultants, Developers, Analysts, and Project Managers. Specializing in innovative Salesforce solutions, the team brings custom Salesforce technology to various business aspects, ensuring strategic services align with specific needs. Reach out to the Tectonic team today to explore how Salesforce Communications Cloud can improve your customer communications. 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

Read More
November 10, 2021in Salesforce Communications Cloud, Salesforce Development Services, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Project Management With Asana and Salesforce
09Nov

Project Management With Asana and Salesforce

Introducing the Revolutionary Asana Salesforce Integration Elevate Your Business with An Enhanced Workflow Efficiency Welcome to the world of a revolutionary blend of CRM and project management—the Asana Salesforce Integration. Opting for this intelligent integration sets your business on the path to unprecedented workflow efficiency. Ever wondered how to further streamline your workflows, intensify team synchronization, and deliver exceptional customer service? The answer lies in integrating your Asana project management tool with Salesforce’s CRM capabilities. Unleashing New Avenues for Business Operations The seamless integration of Asana and Salesforce brings the best of both worlds onto a single platform. Direct communication with your team becomes effortless, and vital business information is transmitted with precision and speed. This means deals progress faster, teams stay informed, and crucial workflows run without a hitch. Making significant business decisions requires hard data, and this powerful integration provides exactly that. Connecting Salesforce with Asana Goals delivers valuable insights that can propel your business forward. Key Takeaways Understanding the Asana Salesforce Integration In today’s fast-paced digital world, CRM software and project management tools evolve rapidly to enhance business efficiency and foster stronger customer connections. Navigating this evolution requires a deep understanding of these tools and their potential synergy. This piece focuses on Salesforce, a formidable player in cloud-based CRM software, and how its integration with Asana, a popular project management tool, can revolutionize your business operations and customer relationship management. What Is Salesforce? Salesforce is a pioneering force in CRM software, providing an exceptional cloud-based platform aimed at enhancing customer interaction and service quality. It serves as a comprehensive tool for managing customer data, tracking sales, and delivering targeted marketing campaigns. Salesforce focuses on forging deeper customer connections, finding prospects, and improving overall customer service. Why Integrate Your CRM with Asana? Integrating CRM software with a platform like Asana enhances its project management potential. Asana, designed to aid in planning, organizing, and executing projects, seamlessly links with Salesforce. This integration eliminates bottlenecks, streamlines internal processes, and improves communication between teams, allowing for easier data and idea exchanges that lead to effective, fast decision-making. The Unification of Sales and Project Management Business success hinges on acquiring and retaining customers. The integration of Salesforce’s CRM capabilities with Asana’s project management utilities results in a unified, powerful tool that optimizes workflows—from tracking sales progress to managing projects. The clear mapping of deal progress linked to strategic business goals creates a data-driven path forward. The Benefits of Combining Asana with Salesforce Integrating Asana and Salesforce unlocks new levels of efficiency and organization within your business. Individually renowned for their capabilities in project management and CRM, the combined strengths of these platforms significantly enhance productivity and streamline operations. Streamlining Your Sales Pipeline Integrating Asana and Salesforce enhances team efficiency and redefines sales pipeline management. This integration leads to improved deal cycles, automated workflows, and informed business decision-making. How to Set Up the Asana Salesforce Integration Setting up the Asana Salesforce integration is straightforward with the right guidance. Navigate to the Salesforce AppExchange, search for Asana for Salesforce, and click ‘Get It Now’. Customize the integration to best serve your organization’s needs, optimizing it for Salesforce’s Lightning Component or Salesforce Classic. Optimizing CRM Operations with Asana Projects Integrating Asana’s project management capabilities with Salesforce provides a new vista for CRM optimization. This coupling enables centralized access to contacts, opportunities, and deal information within Asana, enhancing visibility and operational efficiency. Fostering Team Collaboration Integrating Asana and Salesforce bridges the gap between task management and customer management systems, enhancing teamwork, communication, and project alignment. This synergy results in improved operational excellence and productivity. Enhancing the Customer Experience The Asana Salesforce combo delivers a phenomenal customer experience by improving customer handoff efficiency and enabling smooth transitions with customizable templates and automated workflows. This integration strengthens customer relationships through personalized interactions and efficient service. Automating Tasks for Streamlined Workflows The Asana Salesforce integration simplifies project handoffs and leverages Salesforce’s Process Builder to customize and automate workflows, enhancing cooperation between sales and service teams and maintaining real-time data alignment between platforms. Advanced Integration Options For businesses with complex integration needs, General Automation Platforms (GAP) offer a solution. These low-code platforms facilitate the creation of robust, tailored integrations, automating multistep processes and ensuring smooth data flow. Learning Resources Expand your understanding of the Asana Salesforce integration through resources like the Asana Help Center, Asana Academy’s demo videos, and personalized support from Asana’s dedicated team. The convergence of project management and CRM systems through integrations like Asana and Salesforce is reshaping business operations. This powerful combination enhances client experiences, refines operations, and drives substantial growth, offering a glimpse into the future of business productivity and success. 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

Read More
November 9, 2021in Salesforce
better data better forecast
04Nov

Joined Report in Salesforce

What is a joined report in Salesforce? A joined report in Salesforce consists of up to five report blocks , which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create standard and cross-block custom summary formulas, apply filters, and sort columns.  A joined report can contain data from multiple standard or custom report types. What is the drawback of joined reports in Salesforce? Salesforce Joined report limitations A joined report in Salesforce is a report that allows you to show data that shares a relationship with one or more objects. Joined reports are often used when objects are not in parent-child relationships, such as Accounts and Opportunities. Advantages of Using Joined Reports What report types can be converted into joined reports? 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

Read More
November 4, 2021in Salesforce, Salesforce Optimization
Salesforce Sales Enablement
02Nov

Customers Re-Evaluate Their Priorities

Compounding factors such as inflation and technological advancements are prompting individuals to reconsider their priorities. While impacting how and where they allocate their finances, it directly impacts businesses as well.. A substantial 62% of consumers have recently reevaluated their priorities, with the cost of living ranking as the primary influencer and obtaining better deals being the most common reason for brand switches. Customers Re-Evaluate Their Priorities and vote with their money. While financial considerations remain a focal point, customers are not solely driven by the pursuit of cost-effectiveness. Other crucial factors include product quality and the overall customer experience. Remarkably, 80% of customers emphasize that the experience provided by a company is as significant as the products and services offered. While companies are burdened by this trend it also emphasizes the need for technology. Marketing automation and personalization. Knowing enough about your customer to reach them with the right message at the right time on the right channel. Enter Salesforce Salesforce Omnichannel is a flexible and customizable Salesforce feature. It helps businesses to seamlessly connect with customers across multiple channels, be they physical stores, email, chat, social media, phone, or SMS. And best of all, anyone can implement the omnichannel approach without coding knowledge! Salesforce Personalization learns everything about your customer and presents them with personalized offers and messaging how they want it when they want it where they want it. Salesforce Marketing Cloud provides marketing automation power. Salesforce Sales Cloud serves customers with ease. Salesforce Data Cloud stores the customer information from all business sources and drives interaction powered by AI. Attitudes Shift Over two years into the global pandemic, a shift in attitudes towards work, home, spending, interactions, and well-being is evident among many Americans. The majority now express a preference for spending on experiences rather than products, with a focus on home-centered activities. Additionally, there is a notable inclination towards in-person interactions rather than substituting them with digital services. This “great rethink” emphasizes that post-pandemic society is unlikely to revert to its previous state. A pivotal aspect of this great rethink is the evolving attitude towards work. While the initial stages of the pandemic saw individuals deprioritizing work due to stress, burnout, and remote work, new economic realities have set in. Customers Re-Evaluate Their Priorities Rising living costs and the possibility of a recession are causing a shift in sentiment, with fewer Americans viewing deprioritizing work as an affordable luxury anymore. Consumer sentiment regarding an improved work-life balance is showing signs of reversal, with the percentage of those feeling they have more time to enjoy today decreasing from nearly 70% in September 2021 to 51% in May 2022. A recent survey conducted by Accenture, encompassing 25,000 consumers across 22 countries, sheds light on how the pandemic has prompted a reevaluation of consumer purchasing behavior. Accenture identifies a segment of consumers called “Reimagined,” representing those who have changed their buying habits across various industries. These consumers expect companies to understand and address their changing needs during disruptive times, with a significant portion expressing disappointment in companies that have not provided adequate support. Considering these insights, Accenture identifies five purchasing motivations that align with consumers’ desires for improved well-being and confidence in the products, services, and companies they engage with. These motivations – health and safety, service and personal care, ease and convenience, product origin, and trust and reputation – carry implications for businesses, including those in the events industry. Impact on Events Applying these motivations to the context of business events, event organizers must prioritize safety protocols, personalize communications, provide digital and hybrid event options, incorporate sustainability practices, and build trust through consistent alignment with organizational values and mission statements. As consumers remain open to new experiences, now is an opportune time for experimentation and innovation within the events landscape. Salesforce to the Rescue If amidst this great re-think you are re-thinking how you do business, contact Tectonic today to learn how Salesforce could be the solution you need. Content updated November 2023. 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

Read More
November 2, 2021in Salesforce
Salesforce Marketing Cloud Journey Builder
01Nov

Google Analytics 360 and Journey Builder Analytics

Meet the New Journey Analytics Dashboard Imagine having a centralized platform where you can effortlessly discover how consumers engage with your messages and content across various channels. Google Analytics 360 and Journey Builder give3 you just that. The integration of Salesforce Marketing Cloud and Google Analytics 360 makes this a reality, providing access to cross-channel and content engagement data within Journey Builder. This integration empowers you to easily track the effectiveness of your marketing campaigns. Google Analytics 360 and Journey Builder To go deeper into the insights offered by the new dashboard, let’s explore each component: 1. Google Analytics Goal Tile: 2. Email Performance Tile: 3. Google Analytics Ecommerce Tile: 4. Google Analytics Site Usage Tile: 5. Google Analytics Content Tab: This integration provides a comprehensive view of customer journeys, enabling you to optimize marketing strategies based on real-time data and valuable insights. What is the difference between Google Analytics and Google Analytics 360? Google Analytics 360 increases data sampling thresholds for ad-hoc analysis compared to the standard version of Google Analytics and also provides the option to export unsampled data, which the standard version does not. Data sampling limits analysis to a subset of data and then draws conclusions about the whole. Content updated January 2024. 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 Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more Web Pages That Helped With My Google Data Engineer Exam Google Data Engineer Exam It seems like every day more resources appear to help you study for the Google Data Read more What is Advanced Reporting in Salesforce? Cross Filters, Summary Formulas, and More: Advanced Reporting in Salesforce Salesforce comes with report types out-of-the-box for all standard objects Read more

Read More
November 1, 2021in Google Analytics, Salesforce Manufacturing Cloud

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com