Salesforce Loan Origination: Unlocking Efficiency and Growth Implementing a CRM is a deal-changing decision for any retail mortgage brokerage. In a digital landscape dominated by loan origination platforms like Ellie Mae Encompass, Nortridge, Calyx, and Fiserv, staying lean and nimble is crucial. Understanding how to leverage Salesforce with your loan origination system (LOS) lays the
The signs are apparent that the upcoming years, particularly 2024, may pose challenges for sales organizations. Salesforce and Tectonic offer sales enablement technology to help bridge the gap between sales quotas and realities. Effective sales enablement technology can enhance close rates by an average of 35%. It encompasses tools ensuring that any sales representative can
Revolutionizing Data Management with Salesforce’s Einstein and Data Cloud While Artificial Intelligence (AI) has taken the spotlight, there’s an unsung hero eagerly waiting for its moment – Salesforce’s Data Cloud, formerly known as Genie. This product, a source of pride for Salesforce, is set to play a crucial role in powering AI on the Einstein
It’s more likely that you vacationed on Gilligan’s island than remain unfamiliar with ChatGPT. Since its introduction, this tool has emerged as an essential extension to Salesforce solutions, owing to its remarkable generative AI capabilities. From automating content creation to validating rules ChatGPT excels in some areas. By crafting Apex code, developing Lightning Web Components
Pardot notification to non-users By Tectonic Salesforce Marketing Consultant, Shannan Hearne What do you do if you want to send a form completion notification in Salesforce Account Engagement to someone who isn’t a licensed user? What if there is a catch-all email inbox you want to send a notification to? How do you send a
Salesforce CPQ earned a spotlight in our Salesforce specializations rundown due to the scarcity of CPQ-knowledgeable individuals, paving the way for substantial earning potential and opportunities to collaborate with innovative companies. Get to know CPQ in this Tectonic insight. Distinguishing Salesforce CPQ from Products and Pricebooks Get to know CPQ for Salesforce Subscription Products in
Introducing Quick Clone Sandboxes on Hyperforce Creating sandboxes is a crucial aspect of application development on the Salesforce Platform, providing IT teams with isolated environments to test changes without affecting production operations. As businesses strive for faster innovation without compromising quality, admins and developers need efficient tools to keep pace with rapid application development. Many
Embracing Salesforce Change: Navigating the Transition from Salesforce for Outlook Salesforce has recently announced the sundowning of Salesforce for Outlook, presenting a significant shift that opens avenues for sales teams to reinvent their sales processes and discover new solutions that increase productivity. An end to salesforce outlook forces us to re-evaluate. As the transition looms
To predict future sales, a time series forecasting model was created in Power BI. The model used past sales data to predict sales for the next 15 days. Visuals were included to compare forecasts with actual sales, and the results closely aligned with historical trends.
How do you Use Outcome Management to Create and Measure Your Public Sector Solutions Impact Strategy? Recenter your focus on constituents in the public sector by embracing Outcome Management. Assess whether your constituent programs attain their intended outcomes and make informed decisions based on data-driven insights. Leverage Outcome Management alongside Public Sector Solutions to formulate
Marketing Cloud Account Engagement Release notes for Spring ’24 By Tectonic’s Salesforce Marketing Consultant Shannan Hearne Highlights of Salesforce Spring ’24 Account Engagement (Pardot) Release The upcoming Spring ’24 release brings exciting features and enhancements to Salesforce Marketing Cloud Account Engagement, promising a more dynamic and user-friendly experience. Here’s a preview of what to anticipate:
by Shannan Hearne, Tectonic Marketing Consultant You have the flexibility to establish multiple sites within your organization, each serving distinct purposes, and seamlessly transition between them. Salesforce Experience Cloud is a set of functionality on the CRM platform enabling you to build branded digital experiences that are fully connected to your CRM. This online social
Transforming Healthcare with Salesforce CRM For healthcare providers, adopting a CRM platform like Salesforce Health Cloud is invaluable for managing vast amounts of patient data effectively. Health Cloud empowers healthcare professionals to create personalized, one-to-one patient journeys, enabling a deep understanding of each patient’s needs, medical history, and preferences. This approach not only fosters a
Tableau Pulse simplifies data exploration and visualization. We currently live in a powerful analytics era, marked by transformative technologies such as generative AI, the Internet of Things (IoT), and automation. Tableau Pulse Value is reshaping the analytics landscape. At the core of these technologies lies data, and the way we interact with it is undergoing
Salesforce Marketing Cloud Personalization, formerly Interaction Studio, offers incredible power for personalization. MC Personalization Tips and Tricks below will help you level up your game. Einstein Recipes: Enhancements and Challenges Multiple Dimensional Variations for Products in Einstein Recipes Einstein Recipes offer powerful and flexible tools for creating recommendations. However, the fourth step, Variations, falls short
