December, 2021 - gettectonic.com
Salesforce for Churches
27Dec

Salesforce for Churches

In an era where faith-based organizations are propelled not only by spiritual missions but also by the necessity for efficient management, Salesforce emerges as an excellent solution. This robust Customer Relationship Management (CRM) platform isn’t exclusive to corporate entities; it’s a transformative tool for nonprofits, churches, and charities seeking to enhance their outreach and administrative capabilities. In this article, we’ll delve into how faith-based entities can harness Salesforce to streamline operations, enhance community involvement, and amplify their outreach endeavors. Understanding the Needs of Faith-Based Organizations Faith-based organizations navigate a distinctive landscape, overseeing extensive networks of members and volunteers while endeavoring to embrace modern digital tools without sacrificing personal connections. At their core, the faith-based organizations we collaborate with encounter similar challenges, centering around the following priorities: Data Management Challenges For churches, synagogues, mosques, and other faith-based entities, managing membership databases, tracking donations, and understanding community needs are paramount. These organizations often encompass a large membership base, necessitating meticulous tracking of personal information, contact details, and involvement in various activities. Moreover, ensuring the accuracy and security of this data remains a top priority. Donation tracking poses another significant challenge. These organizations heavily rely on donations from members and the community to sustain their operations and initiatives. Precisely managing and recording these donations is critical for financial transparency and accountability. However, manual tracking and reconciliation of donations can be time-intensive and error-prone. In light of these challenges, organizations seek a streamlined, user-friendly yet robust solution for their data management needs. Communication and Engagement Requirements The essence of any faith-based initiative lies in its ability to communicate and engage with the community it serves. This extends beyond data collection—it necessitates a platform capable of interpreting data into actionable insights and leveraging those insights to foster meaningful participation and engagement from the community and its members. Effective communication is pivotal to connect with members, disseminate important information, and cultivate a sense of community. This entails sharing updates about events, programs, and initiatives, as well as providing channels for members to communicate with the organization and with each other. By facilitating avenues for involvement, volunteering, or feedback, faith-based organizations can cultivate a stronger, more connected community. How Churches Utilize Salesforce Volunteer Tracking and Engagement: The mobilization of volunteers constitutes a significant asset for religious organizations. Salesforce aids in delineating opportunities, tracking volunteers’ preferences, and nurturing relationships. Congregation Connect, powered by the Salesforce.com platform, offers a novel approach to congregational management. It harnesses a unified platform for all constituent data to facilitate a Connected Ministry/Church or Connected Synagogue/Temple/Shul. Benefits of Utilizing Salesforce There are myriad benefits to utilizing Salesforce for faith-based organizations, including: Customized Donor Management: A robust CRM tailored to donor management proves invaluable for faith-based fundraising endeavors. It not only stores data but also automates donor outreach processes. Volunteer Tracking and Engagement: The mobilization of volunteers constitutes a significant asset for religious organizations. Salesforce aids in delineating opportunities, tracking volunteers’ preferences, and nurturing relationships. Event Planning and Management: Salesforce streamlines the planning and execution of events, from weekly services to fundraising galas, fostering a more organized approach and allowing for a focused operational strategy. Enhanced Community Outreach: Salesforce’s advanced analytics and reporting capabilities empower faith-based organizations to better comprehend their community dynamics and tailor outreach efforts accordingly. By identifying patterns and needs, these entities can effectuate a more substantial impact in their communities. Faith-based endeavors are inherently mission-driven. By furnishing our clients with improved tools to access their data, Tectonic can aid them in advancing their mission in the world. Our consultants possess extensive experience in system implementation and consulting, with a profound background in faith-based vocations. Whether the work is conducted in churches or organizations like multiplication networks or ministries, we possess the expertise to provide assistance. We have curated a suite of Salesforce solutions to support our clients’ ultimate objective of transforming lives. How Churches Utilize Salesforce: Church Metrics Reporting (salvations, baptisms, financial/stewardship reporting) Course Programs (discipleship, baptism, leadership college, bible study, membership) Credentialing or Serving Processes (volunteer management) Pastoral Counseling (case management) Benevolence and Grief Support Groups/First Responder Chaplain Teams Community Outreach Efforts Christian School Management Salesforce Database Customization Help Churches Improving Communities create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data. 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

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December 27, 2021in Salesforce
Dedicated Salesforce Integration User
21Dec

Zapier Google Forms Salesforce Surveys

Companies frequently encounter the common need to gather survey data in Salesforce from leads, donors, and customers. Addressing this requirement, Tectonic can leverage an integration solution through Google Forms via Zapier, seamlessly delivering data directly into your Salesforce org at an affordable cost, particularly suitable for non-profits and small businesses. The Google Forms Advantage: Google Forms, a lesser-known yet powerful application, allows the creation of personalized forms, surveys, or quizzes for collecting information and data. Once forms are constructed, they can be shared globally, with private groups, or embedded in websites. Responses are automatically populated into a Google Sheet, simplifying review and aggregation. Google Forms stands out as the easiest and most cost-effective method we’ve found for web-based data collection. Zapping the Gap between Google Forms and Salesforce: To bridge the gap and seamlessly transfer data from Google Forms to your Salesforce org, Zapier serves as an industry-leading, web-based integration service. Acting as a connector between web applications, Zapier excels in being user-friendly and cost-effective, especially for smaller entities. Zapier, through a trigger-and-action mechanism, integrates or “Zaps” data from Google Forms to Salesforce. A customer completing a Google Form triggers the Zap, and the desired action is inputting data into Salesforce. Google Forms organizes data into a spreadsheet, and Zapier reads the column headers, allowing you to map and choose Salesforce objects and fields for syncing information. Consequently, new form submissions seamlessly transfer into Salesforce without manual intervention. Setting Up Your Salesforce Org: When mapping your Zap, ensure that the data collected from Google Forms aligns with the appropriate fields in Salesforce. It’s crucial to match field types, such as character length and picklist options, to maintain consistency. Extending Google Forms Functionality with Salesforce: Once data is within your Salesforce Org, the platform’s robust calculation and reporting tools come into play. Utilize formulas to summarize and score data on a per-response basis, generate reports across multiple respondents, and create insightful graphs and charts for users or management teams. By integrating Google Forms with Salesforce through Zapier, you unlock the potential of both industry leaders, harnessing their calculation power and security to gather, deliver, and analyze data effectively. To gather data in Salesforce from surveys, leads, donors, customers, etc integration with Google Forms and Zapier delivers data directly to your CRM. Contact the Tectonic team today to discover how the combined capabilities of Google Forms and Zapier can swiftly enhance the potential of Salesforce for your organization! Like3 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

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December 21, 2021in Salesforce
Salesforce Queues
20Dec

Salesforce Leads Assigned To and From a Queue

A Salesforce lead queue serves several purposes. Accepting leads from a queue is an easy way to reassign leads to yourself. Salesforce lead queues are a great way to assign leads to a team, too. To reassign a single lead from a queue, go to the record detail page and change the record owner. To assign a lead to a queue: Can a queue own a lead Salesforce? The default lead owner can be a user or a queue. 1. From Setup, click Setup – Feature Settings – Marketing – Lead Settings, and then click Edit. How do you assign lead to queue using flow? A Salesforce lead queue allows users to prioritize, distribute, and assign records – ideal for teams that share workloads. Queues bring together groups of users to help manage shared workloads, while increasing visibility into what needs to be done (even if team members are out sick or on vacation). 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

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December 20, 2021in Salesforce, Salesforce Development Services, Salesforce Sales Cloud
Salesforce Integration and Mulesoft
13Dec

Salesforce Implementation Partner

Tectonic’s certified consultants are ready to assist with your Salesforce project and provide ongoing support. We offer a range of services, including Salesforce implementation, development, administration, integration, and training. Our implementation services cover configuration, customization, migration, integration, and support across various industries. An implementation partner is an organization licensed by Salesforce to help users select and implement CRM solutions. These partners specialize in specific industries, use cases, and drive Salesforce adoption rates. Essentially, they are organizations reviewed and approved by Salesforce to implement CRM solutions successfully. For a complete implementation, you may need a project manager, a Salesforce consultant, and possibly Salesforce developers. However, not all companies have internal resources for this, especially when just starting out. An implementation partner, typically a certified consulting services firm, is knowledgeable about the product and can help with a successful software implementation. Salesforce Implementation Process Salesforce implementation is the process of rolling out its core product, the CRM system, to centralize key business activities and communication. To find a Salesforce implementation partner, the AppExchange Salesforce site is a valuable resource. It provides a list of partners in your local area, along with reviews and partner levels. Choosing an implementation partner with technical knowledge and the ability to support other key systems is crucial. The partner should develop solid data integration solutions with third-party service providers and effectively manage the implementation process. The Right Resource Right Now There are instances when a Salesforce Implementation Partner is the right resource strategy for large-scale projects requiring a team of 10+ consultants. An experienced implementation partner understands stakeholder buy-in, effective communication, and the importance of engaging the right individuals at different points in the process. Working With a Salesforce Implementation Partner Working with an implementation partner provides access to a team of Salesforce experts, including admins, business analysts, and executive sponsors. This team guides you through every step of the implementation process, ensuring accountability and managing the overall timeline and budget. Salesforce implementations typically take multiple months, absorbing your team’s bandwidth focused on building the business. Bringing in experts reduces implementation time and allows your team to focus on their strengths. Critical success factors for Salesforce implementation include a well-defined strategy aligned with business goals, user training, effective data migration, proper customization, ongoing support, user adoption, clear communication, and a commitment to continuous improvement. Salesforce categorizes consulting partners into four levels (Base, Ridge, Crest, Summit) based on evaluations each quarter, indicating their Trailblazer consulting partner score. Trailblazer score measures a partner’s contribution against the goals set by Salesforce in four main categories: customer success, innovation, growth and impact (formerly called lead). This score can reach a maximum of 1000. The Consulting Trailblazer scorecard is updated daily; however, your tier is calculated on a quarterly basis. When you are ready to explore a Salesforce Implementation Partner, contact Tectonic. 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

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December 13, 2021in Salesforce, Salesforce Implementation Services
Salesforce Loyalty Management
10Dec

Evolving Loyalty Programs

The world of shopping has evolved, bringing about changes in customers’ expectations from their favorite brands. Likely no one is more aware of this than retailers. With this transition has come evolving loyalty programs as well. Shoppers demand more than generic experiences. They seek personalized attention, aiming to be recognized as individuals rather than mere numbers or member IDs. This shift offers brands a unique opportunity to restructure their loyalty programs, infusing a more human touch into the customer experience. By leveraging technology and data to craft tailored, personal experiences for its customers any business can rise above the competition. In a market where 73% of customers actively seek distinct and personalized interactions, brands are urged to move beyond transactional loyalty and cultivate emotional connections. Evolving Loyalty Programs: The traditional reliance on points for purchases as the sole measure of engagement is becoming outdated. Modern consumers desire acknowledgment and rewards that extend beyond mere monetary rewards. Likewise, brands require actions from customers beyond transactions in this digital world. Brands that incentivize actions such as app downloads, writing reviews, or social media promotion are aligning with this contemporary mindset. Shoppers are even willing to share personal information in exchange for exclusive benefits. For retailers, the crux lies in offering a blend of rational and emotional benefits within their evolving loyalty programs. Personalized experiences are paramount, and consumers are willing to go the extra mile for them. 88% of consumers view a company’s experience as crucial as its products and services, brands are compelled to concentrate on building relationships at every touchpoint. Case in Point: Schuh’s Approach: Schuh, a prominent fashion footwear retailer, understood the significance of embedding loyalty into all customer interactions. Through the implementation of a flexible loyalty management program, they adeptly cater to customer needs, understanding their purchasing behavior to deliver more personalized experiences. Critical Considerations for Retailers with Evolving Loyalty Programs: Retailers need to evaluate the value proposition of their loyalty programs for both customers and business. Questions arise regarding ease of customer engagement, the program’s transcendence beyond a mere transactional experience, and its integration with operational facets. The future of customer loyalty lies in delivering experiences that surpass mere transactions, and brands embracing this paradigm will emerge as the thriving entities. A Strategic Solution with Tectonic and Salesforce: To seamlessly incorporate a loyalty program into the business model, Tectonic offers expertise in leveraging Salesforce. This strategic alliance can empower brands to create and implement loyalty programs that align with the evolving expectations of today’s customers. Thus fostering lasting and meaningful connections. 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

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December 10, 2021in Salesforce
Nonprofit
08Dec

Fundraising by Salesforce

This comprehensive Tectonic Salesforce insight outlines the steps for nonprofit organizations to plan and implement successful fundraising campaigns using Salesforce. The guide emphasizes the importance of starting the fundraising journey with Salesforce due to its ability to create a unique environment for managing fundraising efforts and other crucial information for successful operations. Here’s a summary of key sections: This insight aims to empower nonprofit organizations to leverage Salesforce effectively, streamline their fundraising processes, and build lasting relationships with donors and supporters. Like Related Posts Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more Cloud Computing for NGOs As cloud computing becomes more prevalent and accessible, nonprofits are increasingly leveraging its benefits to enhance operations, boost fundraising efforts, Read more Salesforce Nonprofit for Fundraising Nonprofit Cloud for Fundraising, alternatively referred to as Salesforce Fundraising Nonprofit, introduces innovative and user-friendly methods to engage donors, raise Read more Business Card Scanner App for Salesforce Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning Read more

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December 8, 2021in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Tableau vs Datorama
06Dec

Datorama vs Tableau – What About Both?

Datorama vs Tableau – What about both for your Salesforce org? When comparing Datorama vs Tableau it becomes clear they each have compelling reasons for their use. Datorama Tableau What’s the difference between Datorama and Tableau? Tableau is primarily a data visualization and reporting tool, while Datorama is a marketing analytics platform. “So it’s not surprising that their functions are somewhat different, ”explains the business development manager. Selecting a BI tool that meets all your business goals can be a very complicated task. There are many aspects to take into account, and there will be some cases that would make you lean towards one solution or another. Datorama (currently Marketing Cloud Intelligence) and Tableau, both solutions from Salesforce, are available on the market for companies that want to incorporate BI into their management. In the following, we will describe some of their main characteristics and a comparison of two, taking into account factors that can help you decide on their use according to the needs or possibilities of your company. Did you know that Datorama and Tableau can work together? Benefits of Datorama and Tableau Integration Datorama’s integration with Tableau powers results in the unified analysis of both business and marketing data, enabling the following: 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

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December 6, 2021in Salesforce
Salesforce Product Owner
01Dec

Salesforce Product Owner Explained

The Salesforce Product Owner serves as a representative for influential stakeholders, playing a vital role in defining product features and prioritizing the product backlog. This role encompasses both tactical and strategic aspects of product development. Responsibilities of a product owner include managing the product backlog, representing stakeholders, and ensuring alignment with the product roadmap. In comparison, the product manager focuses on high-level tasks, such as crafting a product strategy, defining requirements, and collaborating with various departments across the business. The Salesforce Product Owner is fundamentally business and customer-oriented, ensuring that ongoing product value aligns with customer and business needs. Through maintaining a detailed understanding of the product, coupled with domain knowledge of customers and data, the Product Owner adeptly manages the product backlog. While the role of a product owner is challenging, involving the prioritization of high-impact work to maximize customer value, they must navigate the diverse needs of stakeholders, developers, company leadership, and their own ideas. Regarding participation in the Daily Scrum, the Product Owner can attend to gain insights but should act as an attentive listener rather than an active participant. While they may share essential information that aids developers in reaching the sprint goal, their role is primarily that of an observer. To excel as a Salesforce Product Owner, one must effectively set priorities and create a roadmap for the demanded changes within the business. Balancing the speed of change against the risk of disrupting the organization is a critical skill in this role. If your core Salesforce team is missing a solid Salesforce Product Owner, 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

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December 1, 2021in Salesforce

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