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Salesforce Marketing Cloud Social Studio
06Jul

Introducing Salesforce Marketing Cloud Social Studio

Social media is undeniably reshaping the customer experience, constituting a significant portion of online time spent, as indicated by a recent report from Global Web Index. Introducing Salesforce Marketing Cloud Social Studio. The demand for businesses to transcend conventional products and services in delivering a truly distinctive customer experience has never been greater. Enter the influential realm of Social Studio to meet these evolving needs. Introducing Social Studio Publish Imagine having a centralized hub for managing all your social accounts. Social Studio Publish offers precisely that – a singular platform to oversee your social content. Here’s what you can accomplish: All of this is conveniently accessible from your desktop or through a mobile app compatible with Android or iOS. Navigating Through Publish In your Social Studio initiation, you discovered that a workspace is where you integrate, customize, and configure the social media accounts you wish to monitor. Access a workspace by clicking the respective tile upon logging into Social Studio. Once in a workspace, you are seamlessly directed to Publish for that workspace. Here, you create and publish content for the authorized social accounts. The main navigation in Publish comprises the following options: The Publish Calendar Upon entering Publish, you encounter the calendar as the initial page. The workspace calendar serves as a centralized venue for planning, scheduling, and creating content. Each workspace boasts its own calendar, allowing members to view and collaborate on content effortlessly without distractions from other business unit content. As a workspace member, you can: Pro Tip for Calendars To establish a global calendar view showcasing all published posts in Social Studio, create a workspace encompassing all social accounts in the tenant. The global calendar exclusively displays previously published posts, and future posts from other workspaces will populate once they are live. Have a Message? Leave a Note! Enhance collaboration through calendar notes, enabling reminders, questions, or messages for other team members. Any workspace user can add a note, limited to 256 characters, for past or future dates. To create a note: The note is then visible on your calendar with editable or deletable options. Note that Salesforce has announced the retirement of Social Studio on November 18, 2024. 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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July 6, 2022in Salesforce Marketing Cloud
Data Management for AI
05Jul

Data Management for AI

AI Data Management is the strategic and systematic handling of an organization’s data assets through the integration of AI technology. The primary goal is to enhance data quality, analysis, and decision-making processes. This encompasses the implementation of procedures, guidelines, and technical methodologies for the efficient collection, organization, storage, and utilization of data. While Generative AI receives considerable attention, more established AI applications, such as predictive analytics and chatbots, have long proven beneficial for organizations. Technical leaders leveraging AI report notable improvements in decision-making speed and operational efficiency. Beyond speed, analytics and IT leaders find more time to address strategic challenges rather than being immersed in routine tasks. Customers also experience significant enhancements in satisfaction due to AI. With AI outcomes heavily reliant on data quality, nearly nine in 10 analytics and IT leaders prioritize data management as a high concern amidst new AI developments. Artificial Intelligence quietly contributes to data management by addressing aspects like quality, accessibility, and security. As organizations accelerate digital transformation, AI and Machine Learning are increasingly harnessed to maximize data value. Effective data management is pivotal in creating an environment where data becomes a valuable asset throughout the organization. It mitigates issues arising from poor data, such as friction, inaccurate predictions, and accessibility challenges, ideally preventing them proactively. The labor-intensive nature of data management involves cleaning, extracting, integrating, cataloging, labeling, and organizing data. AI plays a crucial role in organizing data by analyzing extensive datasets and identifying relevant and high-quality content based on predefined criteria. It assists in tagging, categorizing, and summarizing content, simplifying user access to needed information. AI significantly contributes to various data management areas, including classification, cataloging, quality improvement, security, and data integration. It excels in tasks such as obtaining, extracting, and structuring data, locating data, reducing errors, ensuring security, and building master lists. In the realm of database management systems, AI is integrated, particularly machine learning, for automatic diagnosis, monitoring, alerting, and protection of databases. This advancement allows software to manage these tasks autonomously. ML data management applies data quality practices and debugging solutions to machine learning processes. Techniques such as embeddings/similarity search, active learning, meta-learning, and reinforcement learning are utilized for understanding data. AI databases play a crucial role in meeting the complex querying needs of AI systems, providing flexibility and power to enhance innovation and progress. AI-powered solutions contribute to data management by analyzing access patterns, detecting anomalies, and ensuring compliance with privacy regulations through anonymization or pseudonymization of sensitive data. Like1 Related Posts 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 Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West 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 How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

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July 5, 2022in Salesforce Einstein
Salesforce Gamification in 2022
03Jul

Salesforce Gamification in 2022

Salesforce Gamification: Key Elements to Boost User Adoption Many companies struggle with people-centric challenges when implementing Salesforce—high training costs, frequent employee turnover, and skills gaps can all contribute to a lower return on investment (ROI). One powerful strategy to address these issues is gamification, which enhances adoption and boosts employee engagement. Research shows that gamified training leads to a 30% increase in knowledge retention, with 83% of employees feeling more motivated. This insight will explore how Salesforce gamification improves employee performance and drives Salesforce adoption. What is Salesforce Gamification? Salesforce gamification applies gameplay techniques to influence employee behavior and drive better business outcomes. It turns learning into a fun, engaging experience, making the adoption of Salesforce easier and more effective. One great example is Trailhead, Salesforce’s learning platform. Trailhead gamifies learning by awarding points and badges as users progress, allowing them to climb the ranks and compete with others, all while mastering Salesforce. Six Essential Elements of Salesforce Gamification Salesforce gamification uses various elements to engage users. Here are six key components that can help drive success: How Salesforce Gamification Improves User Adoption Gamification is a proven method for driving user adoption, engagement, and retention across internal tools and customer-facing applications. For instance, Autodesk increased free trial usage by 40%, and Extraco Bank boosted customer acquisition by over 700% through gamification. Here are five ways gamification can improve Salesforce adoption: How Digital Adoption Platforms Elevate Gamification Digital adoption platforms (DAPs) like Whatfix enhance Salesforce gamification by providing in-app guidance, interactive walkthroughs, and task lists. These features reduce the time employees spend searching for information, improving their productivity and Salesforce proficiency. For example, Experian used Whatfix to increase Salesforce adoption by 72% in just one year. Final Thoughts Salesforce gamification drives user adoption by using gameplay elements—such as badges, leaderboards, and real-time feedback—to reinforce key performance indicators (KPIs) and engage employees at all levels. By incorporating gamification into Salesforce training and daily workflows, businesses can improve employee productivity, automate repetitive tasks, and increase their ROI. Using gamification tools can transform your Salesforce experience and help your teams get more out of their investment. 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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July 3, 2022in Salesforce
Salesforce Einstein and Einstein Automate
01Jul

Einstein Automated Contacts in Salesforce

In September 2016, Salesforce announced the integration of artificial intelligence (AI) into its products – the launch of Einstein, the set of AI technologies that was supposed to add an intelligent layer wherever possible in the entire Salesforce platform.  Streamline your data entry process even further with Einstein Automated Contacts. Leveraging email and event activity, it identifies new contacts and opportunity contact roles for addition to Sales Cloud. Users can decide whether Einstein suggests the new data, allowing quick manual addition with a few clicks, or if it should be added automatically. Opportunity Contact roles play a crucial role in documenting individuals involved on the prospect’s side of a deal. Historically, adding Opportunity Contact roles to Opportunities has been a source of frustration, particularly for marketers aiming to showcase Campaign Influence. It automatically adds the contacts to the salesforce by reviewing the appointments and emails for picking up new contacts. Admins have the flexibility to retain control over automatic contact capture or delegate decision-making to users, typically the sales team. If the admin opts for user involvement, the sales team member can choose to accept Einstein’s suggestion for adding a new contact. Alternatively, the Salesforce Admin can entrust Einstein to autonomously associate Opportunity Contact roles in the background. While this may seem like a huge trust to place in AI and automation, especially if you’re not convinced, exploring Einstein Attribution provides insight into the complexities of uniting Contacts and Opportunities. The functionality offered by Einstein Automated Contacts is a valuable resource for marketers, whether or not they use Einstein Attribution. This feature is part of Sales Cloud Einstein, available at an additional cost. It is available for Salesforce Enterprise, Performance, and Unlimited editions. Einstein Automated Contacts scans activities to find new data; for instance, the title on suggested contacts is derived from email signatures. Admins can determine whether suggestions appear in the Einstein Insights component or if data is added automatically, with notifications alerting users to new additions in Salesforce based on the type of data. You can create reports and dashboards related to contact suggestions and opportunity contact role suggestions. Sales reps spend most of their time creating contact data. Einstein Automated Contact takes away this problem from the Sales reps and identifies contacts based on the activities. Thanks to Einstein Activity Capture! Depending on the settings configured by the admin, Einstein can either create the data or suggest new data. Eventually, all the data goes to Salesforce, which saves a considerable amount of time to focus on the deals rather than spending time on these kinds of elementary tasks. After integrating Artificial Intelligence in the form of Einstein, the world №1 CRM Salesforce became the most intelligent one and has taken technologies to another level. Salesforce Einstein AI in Sales Cloud helps the sales team to understand their current and potential customers, close more deals, provide better service, and increase productivity. Like Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more 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 Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

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July 1, 2022in Salesforce Sales Cloud
Paradigm Shifts That Changed Marketing
30Jun

The Psychology of Copy Writing

Emotional impulses, rather than logical reasoning, are the primary drivers of decision-making. By evoking specific emotions in consumers, you can prompt them to take desired actions. The Psychology of Copy Writing goes far beyond knowing your product or service’s position and proposition. You have to create copy with the buyer in mind. To evoke these emotions, you need triggers, which you can obtain by incorporating psychological principles into your copywriting. This expert utilization of psychological principles in content is known as neuromarketing, and you’re in the right place to learn how to leverage it effectively. The Psychology of Copy Writing What is Neuromarketing? Neuromarketing combines neuroscience, psychology, cognitive science, and marketing to comprehend and influence consumer behavior. It dips into subconscious and emotional factors that influence decision-making. Why Use Neuromarketing in Your Copywriting? Incorporating neuromarketing techniques into your copywriting yields several benefits: Neurological engagement can boost advertising effectiveness by up to 19%. Additionally, 63% of users remember brands that tell stories, while 74% of consumers trust businesses more after reading positive reviews. Neuromarketing Examples Analyzing research insights allows you to identify neurological responses, emotional triggers, and attention patterns. Incorporating these insights into your marketing strategy can drive purchasing decisions. Here are some examples: Effective Neuromarketing Techniques Incorporate the following principles into your copywriting to drive desired actions: Apply these techniques ethically and transparently to build trust and enhance consumer engagement. Continuously test and iterate to refine your strategies based on audience feedback and behavioral insights. Content updated April 2024. 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

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June 30, 2022in Marketing Automation
Forecasting With Foundation Models
29Jun

Forecasting Tools

Leveraging Technology and AI for Accurate Sales Forecasting Sales forecasting is essential for business success, helping organizations allocate resources, set goals, and anticipate challenges. However, forecasting is inherently complex, involving uncertainty, variability, and vast datasets. By leveraging modern tools and AI-powered technologies, businesses can streamline this process, improve forecast accuracy, and drive better decision-making. This section explores the benefits of using technology for sales forecasting, highlights key tools available in the market, and discusses how AI enhances forecasting and analytics for B2B sales. Benefits of Technology in Sales Forecasting Tools for Enhanced Sales Forecasting AI’s Role in Revolutionizing Sales Forecasting AI-driven tools enable businesses to overcome traditional forecasting limitations, offering several advantages: AI Tools for Sales Forecasting Conclusion Harnessing technology and AI for sales forecasting transforms the process from a time-consuming challenge to a strategic advantage. By adopting visualization tools, automation, and AI-powered insights, businesses can generate reliable projections, optimize decision-making, and position themselves for success in dynamic markets. Content updated November 2024. 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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June 29, 2022in AI Tools, Data, Google, Salesforce, Salesforce Einstein, Technology
Value of Queues in Salesforce
28Jun

Value of Queues in Salesforce

Salesforce Queues serve as a streamlined and collaborative solution for the management of records and tasks. The value of queues in Salesforce is the ease of access they provide for records. They offer an organized and automated method to structure, distribute, and assign work items among users or teams efficiently. Visualize a Salesforce Queue as a virtual container or repository that holds a collection of records or tasks. These items encompass leads, cases, opportunities, or any standard/custom object in your Salesforce org. Instead of manually assigning individual records to specific users, the queue becomes the focal point for distributing work seamlessly. Value of Queues in Salesforce The utility of Salesforce Queues shines in situations where multiple users or teams collaborate in handling incoming requests or overseeing a specific record type. For instance, a customer support team may utilize a queue for incoming cases, allowing any team member to access and work on cases from the shared queue. Significance of Salesforce Queues: In sales and support teams, the influx of leads and issues demanding resolution is often substantial. Without proper assignment of this workload, inefficiencies and mismanagement can arise. Salesforce Queues play a pivotal role in addressing this challenge. A queue acts as an orderly arrangement of records, especially leads, ensuring systematic prioritization and handling. Through the use of queues, collaborating team members can efficiently distribute and manage the workload associated with these records. This collaborative framework empowers employees to share responsibilities and address tasks as they become available. Records remain within the queue until claimed by an individual user. The implementation of queues benefits both the organization’s workforce and its customers. It prevents employee overload by ensuring a balanced distribution of tasks while ensuring prompt attention to customer concerns. As a result, this approach guarantees that no records are overlooked or left unattended. 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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June 28, 2022in Salesforce
Salesforce role hierarchy
27Jun

What is a Salesforce Data Dictionary?

What is a Salesforce Data Dictionary? A Salesforce data dictionary functions as a comprehensive repository containing names, attributes, and descriptions of data objects or business logic within a data model. Its primary purpose is to ensure consistency in the terminology used by business users or stakeholders, particularly regarding type/category, such as personally identifiable information (PII). This user-friendly and business-centric solution allows organizations to document and establish a shared vocabulary for their use of Salesforce, facilitating the simplification of processes through just-in-time learning solutions like Spekit. Components of a Data Dictionary A data dictionary serves as a centralized metadata repository where all CRM changes are documented, enabling quick impact analysis and future changes without concerns about system breaks. It compiles and communicates the structure and content of data, offering meaningful descriptions for individually named data objects. Benefits of a Salesforce Data Dictionary Clear Metadata Across Teams Understanding Field Accessibility to Sensitive Data Reduce Technical Debt Avoid Unintended Breaks Trust the Integrity of Your Business Reports How to Create a Data Dictionary in Salesforce To create a data dictionary in Salesforce, follow these steps: Difference Between Metadata and Data Dictionary The data dictionary contains data about the data in the database, while metadata is the data about the data in the data warehouse. These terms are commonly used and play distinct roles. Types of Data Dictionary There are two types of data dictionaries: active and passive. An active data dictionary is tied to a specific database and updates automatically with the data management system. Benefits of Data Dictionary The benefits of a data dictionary include faster detection of data anomalies, improved data quality, availability of trustworthy data, greater transparency within data teams, better regulatory compliance, and faster analytics. Content updated July 2023. 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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June 27, 2022in Salesforce, Salesforce Managed Services
Salesforce Success Story
26Jun

Case Study: Flexible CRM for High Growth Sales

Hospitality company needs to enhance their CRM capabilities to match the business with a Flexible CRM for High Growth Sales. Industry: Hospitality – High Tech Client is a hospitality company specialized in a new, modern mode of housing, making it easy to live well — wherever, whenever. Company has homes in over 30 cities across the U.S. and have hosted over 1 million nights of stays. Backed by Airbnb, Comcast, Bowery, and Initialized Capital, they’ve raised $90M in funding. Problem: Implemented : Our solution? Results: Salesforce offers customized solutions for the travel and hospitality industries, assisting companies in this field to provide outstanding client experiences, optimize workflows, and spur expansion. These solutions make use of the Salesforce Customer 360 platform to improve communication, organize data, and give visitors a customized experience. Salesforce offers digital transformation technology for travel, tourist, and hospitality industries. If you are considering a Salesforce hospitality implementation, contact Tectonic today. 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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June 26, 2022in Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Success Stories
Einstein Send Time Optimization
24Jun

Salesforce Send Time Optimization Einstein

Einstein Send Time Optimization (STO) in Marketing Cloud Engagement revolutionizes message delivery by leveraging machine learning to predict the most effective times for engagement. This feature aids marketers in enhancing email and push notification engagement by automating the analysis of each contact’s optimal send time. Key Highlights of Einstein Send Time Optimization: Einstein Send Time Optimization, available with Marketing Cloud Einstein terms, offers a powerful tool for marketers seeking to personalize and optimize the timing of their email and mobile messages, thereby maximizing engagement. Content updated February 2024. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more 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 Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West 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

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June 24, 2022in Einstein Insights, Marketing Automation, Salesforce Marketing Cloud
Salesforce and Google Calendar
22Jun

Salesforce, Gmail, and Google Calendar Integration

Facilitate a seamless integration of Gmail and Google Calendar with Salesforce to optimize your sales representatives’ workflow. According to McKinsey & Company, sales reps dedicate up to 28% of their day to email and calendars, emphasizing the need to integrate these applications. Integration yields several benefits: Integration aids key sales activities: Address common challenges faced by sales reps: Integration features, along with Einstein Activity Capture, enhance sales reps’ capabilities: Empower sales teams with increased productivity. Integrate Gmail and Google Calendar with Salesforce. Like1 Related Posts 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 Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Salesforce and Zendesk Integration Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Read more

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June 22, 2022in Salesforce Einstein
Sales Pipeline
21Jun

Salesforce Pipeline Forecasting Tools

Does Salesforce offer forecasting capabilities? Salesforce Pipeline Forecasting Tools. Indeed, Salesforce provides a robust suite of customizable forecasting tools, revolutionizing strategic planning by infusing data-driven insights into decision-making processes, moving away from reliance on intuition or guesswork. Salesforce Collaborative Forecasting empowers sales leaders with visibility into future sales bookings or revenue. Real-life success stories from companies like Pure Storage and Nitro underscore the tangible benefits of leveraging forecasting within Salesforce. This feature supports matrix sales organizations by tracking revenue splits or overlays and offers the flexibility of forecasting by custom fields. What is pipeline forecast management in Salesforce and Salesforce Pipeline Forecasting Tools? Pipeline management encompasses the active oversight of all sales opportunities as they progress through a multi-step sales cycle towards a successful close. Salesforce’s forecasting features, including Collaborative Forecasting, address the challenge of obtaining accurate forecasts by leveraging abundant data and reporting tools. This ensures a comprehensive understanding of opportunities in the pipeline and facilitates strategies to advance deals. Why is forecasting important in Salesforce? Sales forecasts in Salesforce play a critical role in anticipating potential challenges before they materialize, allowing ample time for preparation and risk mitigation. This proactive approach enables businesses to navigate hurdles effectively. Salesforce Forecasting is strategic planning, demand planning, and revenue forecasting software that harnesses collaborative data for precise future projections. The customizable software enables businesses to base strategic planning on empirical data rather than conjecture. The Collaborative Forecast feature in Salesforce Sales Cloud provides real-time views of team forecasts, supporting automatic roll-ups, quota attainment visibility, collaboration, and various forecast types. Salesforce Sales Cloud offers two methods for forecasting: non-cumulative and cumulative. Non-cumulative forecasting reports closed, committed, best case, and pipeline numbers separately, while Cumulative Forecast provides more comprehensive data aggregation across forecast categories, including closed, committed, best case, and open pipeline. Sales forecasting, a technique for predicting expected sales revenue, relies on a company’s historical data. Salesforce forecasting tools facilitate this process by providing robust analytical capabilities. What are the Salesforce forecasting stages? Forecast Category groups opportunities within the sales cycle based on their stage. Standard forecast categories include Pipeline, Best Case, Commit, Omitted, and Closed. What is the difference between forecasting and pipeline in Salesforce? While pipeline management focuses on advancing opportunities through the purchasing process, forecasting predicts future sales from a segment of the pipeline. Is Tableau a forecasting tool? Yes, Tableau Desktop offers forecasting capabilities for quantitative time-series data using exponential smoothing models, capturing evolving trends and seasonality effectively. What is the difference between pipeline and workflow? Pipelines govern the end-to-end flow of items through stages, while workflows manage status changes throughout an item‘s lifecycle. What is the difference between pipeline and funnel in Salesforce? A pipeline represents the sales rep’s perspective and process for closing deals, whereas the funnel illustrates the customer’s buyer journey phases. Is forecasting a KPI? Absolutely, revenue forecasting accuracy serves as a fundamental Key Performance Indicator (KPI), comparing forecasted revenue with actual revenue for a given period to gauge performance effectively. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

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June 21, 2022in Salesforce Sales Cloud
analytics 360 and journey builder
20Jun

Google Analytics 360 and Salesforce Marketing Cloud

Customers seek to engage with brands that understand and value them, offering personalized interactions. Google Analytics 360 and Marketing Cloud provide a full understanding of your customers. 67 percent express a willingness to pay more for an enhanced brand experience. However, 51 percent of consumers feel that brands are currently falling short in delivering this desired level of customer experience. Various challenges contribute to this, including disconnected data, outdated systems, disparate channels, and siloed departments. The solution to overcoming these obstacles lies in integration. Integration of Google Analytics 360 and Marketing Cloud is the fix! While the answer seems straightforward, the task of untangling data from multiple fragmented systems to create a unified and actionable view of the consumer is more complex. Salesforce and Google recognize this challenge and have joined forces to facilitate the seamless integration of cross-channel insights for marketers within the Salesforce Marketing Cloud and Google Marketing Platform. Empowering Marketers This integration offers several capabilities, empowering marketers to be more productive, analyze rich data in one place and create personalized messages. The ability to make informed marketing decisions is key for many. Key features include simplified setup, cross-channel analytics, content performance analysis, website optimization, marketing attribution, and audience activation. The simplified setup allows users to view Analytics 360 reports in one Marketing Cloud dashboard. The cross-channel analytics feature provides a comprehensive understanding of customer engagement metrics, integrating data from various sources, including web and advertising. Content performance analysis goes beyond open and click rates, offering insights into customer behavior after interacting with marketing content. Website optimization leverages Marketing Cloud engagement data to enhance web optimization tests and personalize the site experience based on a broader, cross-channel view of the consumer. Marketing attribution enriches attribution reports with Marketing Cloud engagement data for a more complete view of the channels and tactics leading to optimal results. Integration of Google Analytics 360 and Marketing Cloud Provides Simplification The integration also simplifies the process of providing additional marketing and channel engagement data to Google Marketing Platform for measurement and activation through auto-tagging of journeys. Additionally, for the first time, marketers can create audiences in Analytics 360 based on users’ web and app browsing behavior and directly share and activate them through additional Marketing Cloud channels like email, SMS, or push notifications. This coordination ensures a consistent and personalized customer journey across various channels. 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 Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust 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

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June 20, 2022in Google Analytics, Salesforce Marketing Cloud
Salesforce Success Story
19Jun

Case Study: Service Cloud Marketing Cloud Hospitality

Resort company builds loyalty and drives sales increase across all sites using data and segmentation. hospitality salesforce service marketing case study. Industry: Hospitality Located at the epicenter of Honolulu’s most exciting neighborhoods, resort offers guaranteed oceanfront panoramic views in guestrooms and luxury suites. The hotel also has its own golf course. Problem: Implemented : Technologies integrated : Our solution? Results: Tectonic has assisted customers in generating a live view of their visitors so they can pleasantly surprise and amuse them with customized service during every engagement. Salesforce offers customized solutions for the travel and hospitality industries, assisting companies in this field to provide outstanding client experiences, optimize workflows, and spur expansion. These solutions make use of the Salesforce Customer 360 platform to improve communication, organize data, and give visitors a customized experience. Salesforce offers digital transformation technology for travel, tourist, and hospitality industries. If you are considering a Salesforce hospitality implementation, contact Tectonic today. 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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June 19, 2022in Data, Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce Success Stories, Technology

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