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28Mar

Salesforce Business Analyst

What is the role of a Salesforce business analyst? Salesforce Business Analysts play a pivotal role in organizations by evaluating existing business processes. They scrutinize workflows, identify bottlenecks, inefficiencies, and areas for improvement. These professionals recommend process enhancements and automation opportunities to optimize productivity and maximize return on investment (ROI). Key responsibilities and tasks of a business analyst include: Is there a demand for Salesforce business analysts? Yes, Salesforce Business Analysts are highly sought-after professionals due to their crucial role in the implementation and success of Salesforce projects. Do Salesforce business analysts need coding skills? Coding skills are not universally required for all Salesforce Business Analyst positions. While they can be beneficial in understanding the platform’s technical aspects and performing specific tasks, such as creating reports and dashboards, they are not mandatory for all roles. The focus of a Salesforce business analyst is on aligning the Salesforce solution with the overall business strategy. Furthermore Salesforce is developing more and more low code and no code functionalities. What abilities are critical for a Salesforce business analyst? Critical skills for a Salesforce Business Analyst include facilitation, customer service, analysis, SFDC (Salesforce Developer Console), deployment, user acceptance testing, and proficiency in MS Office. What is the role of a Salesforce business analyst in a nutshell? A Salesforce Business Analyst acts as a translator, bridging the gap between business goals and the implementation of solutions within the Salesforce platform. Their role involves understanding what the business wants to achieve and translating it into actionable steps for implementation. Types of Salesforce Business Analysts: The conversation around Salesforce Business Analysts has gained momentum with Salesforce releasing the Business Analyst certification and Trailhead modules dedicated to this career path. 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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March 28, 2023in Salesforce
Salesforce data success
27Mar

Blend Salesforce Integration

Blend Salesforce Integration for the Mortgage Industry While there are many benefits to this Blend Salesforce integration, one of the most important is that it can help to streamline and optimize business processes. By connecting different aspects of your operations and data sources, you can ensure that all critical information is accessible and integrated with your other systems. Furthermore, this streamlined workflow can reduce errors, increase accountability, and improve overall efficiency and performance. Additionally, Salesforce integration can allow you to make better decisions based on real-time data analytics, which can translate into greater profitability for your company. Blend’s integration with SFDC provides a seamless way for loan teams to leverage the intuitive, mobile-first Blend origination experience without disrupting their lead management process in Salesforce. Rapid, out of the box (OOTB) integration, with minimal effort by your team to add it to your Salesforce experience. Supports lead ingestion from Salesforce to Blend and visa-versa with Loan Officer assignment syncing. Simple workflow for loan teams working in Salesforce to easily send and manage full mortgage and/or home equity loan applications through Blend. Ultimately, by blending Salesforce integration with other business processes, you can unlock an entirely new level of success for your organization. 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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March 27, 2023in Salesforce, Salesforce Financial Services Solutions
Sending Emails Through Salesforce
26Mar

Writing Attention Grabbing Emails

Attention Grabbing Emails By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne The ability to compose compelling emails is a valuable skill honed over time by most professionals. Email serves as one of the primary modes of professional communication, and poorly crafted emails can significantly lessen the impact your message has. To help you enhance your email writing skills, here are some tips for producing effective emails I’ve fine tuned over a 25 year career in marketing. Once you’ve incorporated these strategies, you should feel confident in sending emails to anyone, eliminating post-send stress and anxiety. Attention Grabbing Emails: In this insights post, we will cover: 1. Defining Your Email Goals Writing an email is akin to preparing a savory meal. Just as a cook carefully selects and prepares ingredients to create a delicious dish, you must choose your words and organize your thoughts fully to compose a clear and effective email. You want the palette, or the brain, to be satisfied. Attention Grabbing Recipients Before diving into the email content, consider defining your email goals. Ask yourself the following questions: Identifying these aspects can facilitate the creation of quick, effective, and compelling emails. Planning your communication goals beforehand not only makes you appear as a strong communicator but also saves the reader’s time. Once your goals are defined, you can proceed to compose the email. 2. Crafting an Email To create an impactful email, follow these steps: Writing an attention-grabbing email involves several key factors: To prevent your email from missing its intended mark, let’s look at each step. 1. Use a professional email address: The recipient’s first impression is often based on your email address. First impressions matter. Sending an email from an address like “[email protected]” to a professional contact may create an unintended bias. It is crucial to use a professional email address for all business communication. It is quite easy today to set up an email server and send your emails from a professional email address. 2. Craft a compelling subject line: Subject lines can determine the success of your email. It is often the deciding factor in whether someone opens your email or not. Avoid vague and indirect subject lines, and instead, opt for ones that are clear, specific, and descriptive. Whether reaching out for the first time or sending internal emails, a well-crafted subject line provides recipients with expectations and sets the tone for what they should expect once opened. Avoid deceptive subject lines when sending promotional emails, as it can lead to a loss of trust. Instead, use positive and transparent subject lines to foster a positive association with your emails. Say what you mean and deliver what you say. 3. Avoid using spam words. Keep your subject line free of any words that are likely to be captured by a spam filter. Or turn off the recipient. You cannot write an attention grabbing email if it gets caught in the spam filter. 4. Start with an appropriate greeting for attention grabbing email: The opening of your email includes the salutation and the opening sentence. The choice of salutation depends on the context. For formal emails, consider using “Dear [X],” while more casual environments may allow for “Hi [Name]” or “Hello [Name].” Avoid gendered and non-inclusive terms, ensuring your salutation aligns with the level of formality required for the situation. 5. Keep your message concise: Given the high volume of emails received daily, optimizing your email for readability and scannability is crucial. Use short paragraphs, bullet points, visuals, and formatting tools to enhance readability. Active language, without jargon, ensures clarity and effectiveness. If your message requires extensive information, consider suggesting a phone call or meeting instead. 7. Maintain consistency in your font: A professional appearance is essential for effective communication. Avoid overwhelming your recipient with varied fonts, sizes, and colors. Stick to one font and use a secondary font sparingly. Utilize web-safe email fonts to ensure consistent display across devices and operating systems. 8. Check the tone of your message: The tone sets the scene for effective, professional communication. Begin your email on a positive and friendly note, striking an appropriate balance based on the context and recipient. Avoid excessive use of exclamation points and emojis, tailoring your tone to the seriousness of the content and the recipient. We might think it generates an attention grabbing email, but it quickly becomes annoying to the reader. 9. Conclude with a simple closing in attention grabbing emails: Keep your closing simple and straightforward, avoiding overly elaborate or inappropriate endings. Use common closing lines such as “Sincerely,” “Best regards,” or “Thank you.” Incorporate a strong call-to-action (CTA) to guide the recipient on the next steps. 10. Include a clear call to action: Unless your email communication is strictly informational, such as a transactional email or an announcement, be sure to tell the recipient what you want them to do next. Sign up or join me or RSVP. 11. Utilize a professional signature for attention grabbing emails: Include a professional signature at the end of your email, specifying your full name, role, and company. Include relevant links to your company’s website and social media profiles. Tailor the signature based on the context and the recipient, maintaining simplicity in lengthy email threads. Many email platforms allow you to pull in pre-configured signatures. Double check the signature you chose is appropriate for the recipient. Attention Grabbing Emails end as well as they begin. 12. Observe email etiquette for different work situations: Different work scenarios demand varied forms of communication. While adhering to general rules, tailor your approach based on the situation. For example, a follow-up email after an interview requires a different tone and structure than a request for time off. Familiarize yourself with professional email etiquette to ensure your messages align with the specific context. 13. Wisely use CC and BCC fields: Effectively managing email chains involves prudent use of CC and BCC fields. Use the CC field when a contact needs to view and respond to an email.

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March 26, 2023in Salesforce
Salesforce Customization Steps
22Mar

Salesforce Customization Steps

Comprehensive Salesforce Customization Steps Executing a successful SFDC customization requires a structured approach. This detailed plan outlines the 12 essential steps to ensure project success. Following this structured customization plan ensures efficient project execution and maximizes the benefits of Salesforce customization for your organization. Each step contributes to the successful implementation and adoption of tailored Salesforce solutions. Salesforce Customization Steps. 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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March 22, 2023in Data, Hyperforce, Salesforce
Salesforce Success Story
20Mar

Case Study: Financial Services-Insurance Healthcare-Salesforce Service/Marketing Clouds

Salesforce provides comprehensive solutions tailored for the healthcare industry, addressing the specific needs of both payers (insurance providers) and providers (healthcare organizations). These solutions are designed to enhance patient engagement, improve operational efficiency, and drive better health outcomes. Salesforce Financial Services and Healthcare solutions.

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March 20, 2023in Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Nonprofit Cloud
19Mar

Salesforce Power of Us

In addition to upholding Salesforce’s enduring commitment to contribute 1% of equity, product, and employee time to communities, the Power of Us program remains a pivotal element in realizing their vision of placing the finest nonprofit technology in the hands of impact makers. The Power of Us program gives Nonprofit orgs and Education institutions access to Salesforce products and resources to help expand their collective impact. As part of this initiative, Salesforce extends 10 complimentary technology licenses to eligible nonprofit and educational organizations, and announced that the groundbreaking innovation of the new Nonprofit Cloud will be included in this offering. Salesforce will also continue to provide support for existing users of the Power of Us program, along with our established paid nonprofit offerings and data models like the Nonprofit Success Pack (NPSP). Is Salesforce nonprofit success pack free? The Nonprofit Success Pack is an easy-to-use fundraising and constituent management application on the Salesforce platform. A free and open-source application from Salesforce.org, NPSP harnesses the power of Salesforce’s vibrant nonprofit community. While this signifies a novel approach to product development for the nonprofit sector, it mirrors a strategy that has proven successful in various industries within Salesforce over the years. Their commitment remains steadfast, and they persist in investing in top-tier nonprofit technology to serve the unique needs of the sector.  Three prominent non-profit organizations using Salesforce include Homeless Link, World Economic Forum, and DonorsChoose.org. Is Salesforce a good CRM for Nonprofits? Salesforce is a fantastic tool for automation, and it can automate many processes with clicks, not code. A large Salesforce Nonprofit customer, the American Red Cross, found that by using Salesforce Nonprofit Cloud, they’ve been able to better connect to their donors, volunteers, and partners in new ways. More than 56,00 nonprofit organizations and educational institutions started their Salesforce journey with the Power of Us Program. Tectonic eagerly anticipates collaborating with our nonprofit clients on this endeavor. As of March 17, 2023, the Power of Us portal was updated and a Salesforce org is no longer required to apply for the program. 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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March 19, 2023in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Marketing Cloud Intelligence For Data Integration
18Mar

Marketing Cloud Intelligence For Data Integration

What exactly is Salesforce Datorama, now referred to as Marketing Cloud Intelligence? It is a versatile, cloud-based marketing data platform offering a suite of solutions aimed at enhancing data integration, reporting, analysis, and optimization. Marketing Cloud Intelligence For Data Integration. However, the question arises: Does Marketing Cloud Intelligence truly deliver the cloud-based Marketing Intelligence as Salesforce touts? Let’s dive into what this platform offers and dissect its capabilities without the fluff. Understanding the Platform: Salesforce’s Marketing Cloud Intelligence, formerly known as Datorama, serves as an analytics tool meticulously designed to integrate and visualize various forms of marketing performance data. It strikes a balance, catering to both analytically inclined marketers and seasoned analysts seeking to bridge data with conventional BI tools like Tableau. Flexible SaaS with Tailored Customization: Despite its Software-as-a-Service (SaaS) nature, Datorama surprises with its flexibility. It can function autonomously, handling data storage, modeling, ETL, and visualization, or seamlessly integrate with other platforms like Azure Databricks or Looker. While it accommodates numerous data use cases, its primary focus remains on Performance Marketing. Marketing Cloud Intelligence often gets misclassified as a traditional Business Intelligence or Analytics platform, but it truly excels in data management. For those contemplating its adoption, familiarity with its functionalities through resources like “Getting to Know Marketing Cloud Intelligence” or video walkthroughs is encouraged. Transition to Marketing Cloud Intelligence: The rebranding from Datorama to Marketing Cloud Intelligence was proposed in early 2022, gaining momentum recently. Despite the name change, the platform’s features and capabilities remain intact. Origins and Evolution: Originating from an Israeli-based technology firm in 2012, Datorama swiftly gained traction under the stewardship of its founders Ran Sarig, Efi Cohen, and Katrin Ribant. In 2018, Salesforce acquired Datorama, integrating it into the Marketing Cloud suite alongside Account, Engagement, Personalization, and Data Cloud platforms. However, as of February 2, 2023, the original founders and core engineering teams have moved on, possibly signaling a shift in the platform’s trajectory. Functionalities and Capabilities: Marketing Cloud Intelligence boasts robust data onboarding and connectivity features, with a rich assortment of connectors and retrieval mechanisms supporting popular data management platforms like SAP Hana, AWS, Oracle, Vertica, and SQL Server. It excels in ingesting and managing aggregated marketing performance data, with the capacity to handle event-level data as well. Pricing and Competitors: While its pricing model revolves around data row consumption and user seats, the platform may become cost-prohibitive at higher volumes. However, recent enhancements like Data Lake offer expanded row count flexibility without escalating costs. Its primary competitors include Domo, Adverity, NinjaCat, Improvado, Looker, PowerBI, and Google Data Studio. Use Cases and Industries: Marketing Cloud Intelligence serves marketers and advertisers across various industries, including communications, media, technology, healthcare, finance, manufacturing, automotive, retail, and publishing. Its versatility lies in supporting six specific marketing data use cases, ranging from building a single source of data to producing informative dashboards. Continuous Evolution: With frequent product releases, Marketing Cloud Intelligence remains dynamic, adapting to evolving market needs and technological advancements. Its commitment to enhancing analytics, visualization, connectivity, and marketplace apps ensures its relevance in the ever-changing landscape of marketing data management. Future Outlook: As Salesforce navigates the competitive analytics space, the future of Marketing Cloud Intelligence remains intriguing. While challenges like pricing pressures persist, the platform’s integration within the Marketing Cloud ecosystem and ongoing enhancements hint at a promising trajectory. Whether it evolves into a fully integrated analytics solution or retains its standalone utility, only time will tell. But one thing is certain: Salesforce’s promotion of Marketing Cloud Intelligence will continue to shape its evolution and market positioning moving forward. 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 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 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 Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more

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March 18, 2023in Google Analytics, Salesforce Communications Cloud, Salesforce Marketing Cloud
Salesforce
16Mar

What are Salesforce Roles?

SFDC roles are record-level access controls that define what data a user can see in Salesforce. In other words, roles can be used to determine the visibility access of the user and the data they can access in your Salesforce CRM organization. For this insight we are looking for roles as defined in your Salesforce instance not roles as job titles. How many roles are there in Salesforce? By default, a Salesforce org can have up to 500 Roles. The current Maximum is 10,000. If you require more you will need a documented business case, including the specific amount of roles required when requesting a higher limit. What are roles and hierarchy? Role hierarchy works together with sharing settings to determine the levels of access users have to your Salesforce data. In most cases, the Salesforce hierarchical roles allow employees access to data of all the users directly below them in the hierarchy. How is a role and a user different in Salesforce? A user can access, and roles determine what records a user can see relative to others in the organization’s hierarchy. Typically, a user’s profile is set to something such as Sales or HR or System Administrator. This will determine what they have access to within the system. Custom roles can be created by your Salesforce administrator. Can you have multiple SFDC roles? Sorry, you cannot assign either multiple profiles or roles to a single user. One would typically create a single profile with sufficient permissions and then place the users of this profile high enough up in the role hierarchy. As an admin, you can log in as another user to see their views in Salesforce. What is the profile and permission in Salesforce? In Salesforce, profiles and permission sets define what a user can do. Roles, on the other hand, define what they can see. Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org’s data. Roles within the hierarchy affect access on key components such as records and reports. Users at any role level can view, edit, and report on all data that’s owned by or shared with users below them in their role hierarchy. The only exception is for custom objects, for which you can disable the Grant Access Using Hierarchies setting on the Sharing Settings page. When disabled, only the record owner and users who are granted access have access to the custom object’s records. When you edit groups, roles, and territories, sharing rules are recalculated to add or remove access as needed. 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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March 16, 2023in Salesforce Implementation Services
Salesforce Document Generation
14Mar

Generative AI

Artificial Intelligence in Focus Generative Artificial Intelligence is a type of artificial intelligence technology that can produce various types of content, including text, imagery, audio and synthetic data. What is the difference between generative AI and general AI? Traditional AI focuses on analyzing historical data and making future numeric predictions, while generative AI allows computers to produce brand-new outputs that are often indistinguishable from human-generated content. Recently, there has been a surge in discussions about artificial intelligence (AI), and the spotlight on this technology seems more intense than ever. Despite AI not being a novel concept, as many businesses and institutions have incorporated it in various capacities over the years, the heightened interest can be attributed to a specific AI-powered chatbot called ChatGPT. ChatGPT stands out by being able to respond to plain-language questions or requests in a manner that closely resembles human-written responses. Its public release allowed people to engage in conversations with a computer, creating a surprising, eerie, and evocative experience that captured widespread attention. This ability of an AI to engage in natural, human-like conversations represents a notable departure from previous AI capabilities. The Artificial Intelligence Fundamentals badge on the Salesforce Trailhead delves into the various specific tasks that AI models are trained to execute, highlighting the remarkable potential of generative AI, particularly in its ability to create diverse forms of text, images, and sounds, leading to transformative impacts both in and outside the workplace. Let’s explore the tasks that generative AI models are trained to perform, the underlying technology, and how businesses are specializing within the generative AI ecosystem. It also delves into concerns that businesses may harbor regarding generative Artificial Intelligence. Exploring the Capabilities of Language Models While generative AI may appear as a recent phenomenon, researchers have been developing and training generative AI models for decades. Some notable instances made headlines, such as Nvidia unveiling an AI model in 2018 capable of generating photorealistic images of human faces. These instances marked the gradual entry of generative AI into public awareness. While some researchers focused on AI’s capabilities generating specific types of images, others concentrated on language-related AI. This involved training AI models to perform various tasks related to interpreting text, a field known as natural language processing (NLP). Large language models (LLMs), trained on extensive datasets of real-world text, emerged as a key component of NLP, capturing intricate language rules that humans take years to learn. Summarization, translation, error correction, question answering, guided image generation, and text-to-speech are among the impressive tasks accomplished by LLMs. They provide a tool that significantly enhances language-related tasks in real-world scenarios. Predictive Nature of Generative AI Despite the remarkable predictions generated by generative AI in the form of text, images, and sounds, it’s crucial to clarify that these outputs represent a form of prediction rather than a manifestation of “thinking” by the computer. Generative Artificial Intelligence doesn’t possess opinions, intentions, or desires; it excels at predicting sequences of words based on patterns learned during training. Understanding this predictive nature is key. The AI’s ability to predict responses aligns with expectations rather than reflecting any inherent understanding or preference. Recognizing the predictive character of generative AI underscores its role as a powerful tool, bridging gaps in language-related tasks for both professional and recreational purposes. 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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March 14, 2023in Salesforce Einstein
clock
14Mar

Salesforce CRM Analytics and Tableau Explained

In the busy world of business data management, leveraging data as a core element of strategy is not just important, it has become an imperative. Salesforce CRM Analytics and Tableau are great tools. Salesforce provides advanced solutions that surpass standard lightning reports and dashboards, offering profound insights into your data. CRM Analytics (formerly Tableau CRM): CRM Analytics is an integral part of the Salesforce platform, enabling the utilization of Salesforce data and external data sources to integrate analytics seamlessly within Salesforce. Users must possess Salesforce licenses to access this data. Tableau: Acquired by Salesforce in 2019 to expand into the broader business intelligence landscape, Tableau remains an off-platform solution, ideal for comprehensive data analysis across the entire business. Users are not required to have Salesforce licenses, and there is an option for Tableau to operate on-premise. CRM Analytics was formerly known as Einstein Analytics and Tableau CRM, before earning its current name. CRM Analytics is all about the Salesforce user experience, enabling the user to go quickly from data to insight to action without leaving CRM – goodbye swivel chair and spreadsheets! Tableau extends this capability outside of Salesforce to all users anywhere with all data. Salesforce CRM Analytics and Tableau – which one is right for you? 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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March 14, 2023in Salesforce
Data Collection
13Mar

Marketing Cloud Personalization Explained

Marketing Cloud Personalization introduces an advanced level of customization for both you and your clients. By tracking customer interactions on your website, the system can adjust messaging on web pages and customize experiences based on the products and services that interest your customer. With Marketing Cloud Personalization (formerly Interaction Studio), visualize, track, and manage customer experiences with real-time interaction management. SMCP gives you the power to utilize the 4 P’s of marketing personalization. What are the 4 Ps of marketing personalization? The timeless 4 Ps of marketing—Product, Place, Price, and Promotion—remain relevant. To capitalize on contemporary capabilities, it’s essential to update strategies. A recent Infosys survey found that: While monitoring customer behavior for personalized experiences is not new, the ability to do it in real-time is. To bring this vision to life, rely on Marketing Cloud Personalization (formerly Salesforce Interaction Studio). Salesforce Marketing Cloud Personalization is a real-time personalization and interaction management solution, creating personalized experiences at crucial touch points throughout the customer journey. Marketing Cloud Personalization enables you to: Other beneficial reasons to implement Marketing Cloud Personalization include: Impact & Benefits Across Industries: Marketing Cloud Personalization captures data from every interaction, building unique customer profiles for known and unknown visitors. It supports web, mobile, and email campaigns, offering real-time personalization experiences and advanced features like triggered and server-side campaigns. Gears, Feeds, and Catalogs: 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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March 13, 2023in Marketing Automation, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Personalization

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