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Salesforce Datorama analytics builder

Datorama Salesforce

What is Datorama Salesforce? Datorama is a channel and partner agnostic platform that can help marketing organizations in 6 specific ways: Build a single source of all data, at enterprise scale — augmented with Data Lake and CDP. What is the purpose of Datorama Salesforce? Datorama takes all your raw marketing data and connects and unifies it through a better unified data model. Byeliminating siloed data. You can easily retrieve constantly changing data sources into automated dashboards and reports, too.  And in real time. What are the benefits of Datorama? Datorama solves many of the major integration challenges of combining and analyzing data from multiple media platforms. Through native data connectors and TotalConnect. It allows you to visually present your analysis to your audience in a more appealing way. Are Datorama and Tableau the same thing? Datorama is tailored towards marketing analytics and provides real-time insights into marketing success with AI-powered insights. Tableau is a more versatile tool that can connect and visualize data from various sources. Tableau can provide a comprehensive view of business performance through personalized visualization and allow users to explore data in real-time with interactive dashboards. U.S. sales and marketing software company Salesforce signed an agreement to acquire Datorama. Datorama was an Israeli cloud-based artificial intelligence marketing platform. Datarama Salesforce is now known as Marketing Cloud Intelligence. 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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salesforce queues for case management

Creating Salesforce Queues for Effective Case Management

Enhancing Support Management through Case Queues: A Practical Example Salesforce Queues for Case Management put the cases in front of the proper teams in multiple Salesforce industry solutions. Scenario: Sunshine Electronics, a leading electronics retailer, is committed to refining its customer support procedures by effectively handling incoming cases and inquiries. The company aims to ensure that cases are directed to the suitable support teams based on their complexity and nature. Additionally, there is a focus on streamlining the process for managing general inquiries. Solution: In response to the requirements of Sunshine Electronics, the following solution has been implemented: Establishing Case Queues: Sunshine Electronics has created two case queues, namely “Technical Support Tier 1” and “Technical Support Tier 2.” These queues serve the purpose of managing technical support cases based on their complexity levels. “Technical Support Tier 1” is dedicated to handling less complex cases, while “Technical Support Tier 2” deals with more advanced or challenging cases. Both queues are linked to the Case object and have designated email addresses for receiving notifications related to case updates. Assigning Queue Members: Qualified members of the support team are strategically assigned to the appropriate case queues based on their expertise in handling technical support inquiries. The system administrator ensures that the right team members are added to both the “Technical Support Tier 1” and “Technical Support Tier 2” queues, ensuring that each queue possesses the necessary expertise for efficient case resolution. Introduction of the General Inquiry Queue: To efficiently manage non-technical inquiries and general customer questions, Sunshine Electronics has introduced a dedicated “General Inquiry” queue. This queue is specifically tailored to address inquiries that do not require technical support. It is associated with the Case object and possesses a designated email address for receiving notifications related to general inquiries. Sarah Johnson, a knowledgeable team member, is designated as the sole member of the “General Inquiry” queue. Salesforce Queues for Case Management By implementing these case queues and corresponding assignment rules, Sunshine Electronics has successfully streamlined its case management process. Cases are automatically directed to the appropriate queues based on their complexity and nature, allowing for efficient handling by the designated support teams. The introduction of the “General Inquiry” queue ensures prompt responses to non-technical inquiries, contributing to improved response times, proper case allocation, and enhanced customer satisfaction for Sunshine Electronics. Content updated October 2023. Like1 Related Posts 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 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to 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

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Sending Emails Through Salesforce

What is CCPA?

The California Consumer Privacy Act of 2018 (CCPA) gives consumers more control over the personal information that businesses collect about them and the CCPA regulations provide guidance on how to implement the law. This landmark law secures new privacy rights for California consumers, including: In November of 2020, California voters approved Proposition 24, the CPRA, which amended the CCPA and added new additional privacy protections that began on January 1, 2023. As of January 1, 2023, consumers have new rights in addition to those above, such as: Businesses that are subject to the California Consumer Privacy Act have several responsibilities, including responding to consumer requests to exercise these rights and giving consumers certain notices explaining their privacy practices. The CCPA applies to many businesses, including data brokers. CPRA amends the California Consumer Privacy Act; it does not create a separate, new law. As a result, our office typically refers to the law as “CCPA” or “CCPA, as amended. Always consider CCPA when writing emails. 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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Salesforce Quip Sales Cloud Service Cloud

Quip, Sales Cloud, and Service Cloud

Quip Sales Cloud Service Cloud Quip, the document collaboration platform under Salesforce ownership, has recently announced a deeper integration into the core Sales Cloud and Service Cloud products of Salesforce. Quip helps sales teams accelerate business in real-time. Reimuip’s mobile-first content collaboration platform and word processing programs let’s you create, edit, discuss, and organize your team’s work — all in one place. This development is indeed big news, addressing the anticipation that followed Salesforce’s $750 million acquisition of Quip in 2016. The integration, now realized with Quip for Sales and Quip for Service, marks a transformative step for Quip. Quip’s cloud-based word process and collaboration software enhances Salesforce’s suite of productivity tools for business. This discussion will explore two pivotal aspects that distinguish the new Quip: Interface and Automation. Interface: Quip is now seamlessly embedded into the Salesforce console interface, offering a more integrated user experience. Automation: Using Quip gains the ability to leverage Salesforce Workflows, Approval Processes, and Lightning Flows configured by administrators. Quip for Sales Enhancing internal communication is crucial for sales teams to maintain strategic focus and present a professional image externally. Recognizing the limitations of static sales strategies, Quip meets the need for agility in sales teams to remain competitive. Quip transforms critical strategy documents into living plans, constantly updated with live data and adjusted collaboratively by the team within the context of the account. Use Cases Sales-specific use cases encompass: Account/Territory Plans Account hand-offs Proposal/Quote Feedback, linked to approval processes Pipeline Stage Required Documentation, aligned with the Sales Process Quip for Service With the simultaneous introduction of Quip for Service and the Einstein for Service announcement, there’s an increased focus on customer service transformation. The evolving landscape demands more from service agents, both in terms of diversified portfolios on the product side and elevated expectations from customers. Collaboration in service becomes imperative, especially as cases become less straightforward, requiring consideration of additional context in complex discussions. Use Cases Service-specific use cases include: Agent ‘Swarming’: Groups of agents collaborating on a single, complex case can engage in digital discussions. Knowledge Article Editing: Feedback from subject matter experts or the marketing department ensures content and messaging accuracy. Guided Actions for Case Resolution: Lightning Flows, exemplified by a Guided Actions flow, play a significant role in Service scenarios. The tighter integration of Quip and Salesforce’s Sales Cloud and Service Cloud signifies a strategic move that enhances user interface cohesion and introduces powerful automation capabilities, marking a noteworthy evolution for Quip. 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 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 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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lightning

Salesforce Lightning Page Layouts

What do Salesforce Lightning page layouts entail? As previously discussed, Salesforce page layouts play a crucial role in determining the fields visible to users on a record. They enable the addition of fields, sections, links, custom buttons, and various other features. Record types provide the flexibility to offer diverse business processes, picklist values, and page layouts tailored for different users. In essence, a page layout defines the available fields on a page, but the arrangement of these fields is managed using the Lightning App Builder. It exercises control over the organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. To modify the layout of a Lightning page, locate the “Template” field in the right-hand panel and click “Change.” Preview different templates, such as “Header and Two Equal Regions,” and proceed by clicking “Next.” Lightning Record Pages represent an evolution from Salesforce Classic Page Layouts. While they showcase fields for an object similar to Page Layouts, Lightning Record Pages offer additional functionalities. It’s important to note that Lightning page layouts are specific to the Lightning Experience, whereas standard page layouts have a more “classic” orientation but can still display in LEX. Differences exist, such as Lightning page layouts not supporting certain elements present in classic page layouts, such as Expanded Lookups and Mobile Cards. Addressing the question of whether Lightning record pages override Page Layouts, it’s crucial to recognize that Page Layouts and Compact Layouts govern the fields in the highlights panel and the available Quick Actions. There is no strict override, as Page Layouts and Lightning Record Pages complement each other in their functionality. 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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Asana Salesforce Integration

Can Asana and Salesforce integrate? Is the Asana Salesforce integration difficult to implement? This integration is available to Asana Enterprise or higher customers who also have a Salesforce Enterprise, or Unlimited account. It’s optimized for Salesforce Lightning but also compatible with Salesforce Classic. Here’s how to set up the integration: Visit Asana for Salesforce in the Salesforce AppExchange. Asana for Salesforce Streamline collaboration throughout the sales cycle to deliver amazing customer experiences and connect goals to monitor impact and make informed business decisions. With Asana integrated with Salesforce you can: Can Asana track sales? You can also use custom fields to track accounts as they move through the sales process. By assigning them to stages like “new lead,” “contacted lead,” “opportunity,” “unresponsive,” and more. Forms help you capture and keep track of lead information from prospects and existing customers. Asana is built on Amazon Web services which facilitates some kind of flexibility needed on several fronts along with scalability. You get your favorite work management and CRM tools together at last. Asana for Salesforce allows you to drive seamless collaboration between sales and other teams so you can deliver amazing customer experiences. Connect Salesforce with Asana Goals to make informed business decisions. With Salesforce for Asana Goals, you can automatically link the progress of deals to goals without manual updates. Asana is an American software company based in San Francisco. Their flagship Asana service is a web and mobile “work management” platform. Designed to help teams organize, track, and manage their work. Asana, Inc. was founded in 2008 by Dustin Moskovitz and Justin Rosenstein. 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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Configuring Revenue Management

Configuring Revenue Management

Configuring Revenue Management for Automated Population of Recognition Templates and GLAs Revenue Management can be set up to automatically populate the recognition template and GLAs on your source records based on their revenue recognition treatment. How It Works Revenue Management assigns the correct recognition template to a source record by following these steps: Setting Up the Flow To use this functionality, you must build a Salesforce flow that triggers an Apex action. Follow these steps to create a flow for each source object: Below is an outline for creating a flow for the Order Product (OrderItem) source object: Creating the Flow for Order Product (OrderItem) The flow will trigger when you save or update an order product that meets the conditions for inclusion in recognition processes. Repeat for Other Source Objects Repeat the above procedure to create flows for each of the remaining source objects: Invoice Line, Credit Note Line, and Usage Summary (if used). Ready? By following these steps, you can efficiently configure Revenue Management to automate the population of recognition templates and GLAs, streamlining your revenue recognition processes. 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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Salesforce Einstein and Einstein Automate

Lead Conversion at the Speed of Einstein

The primary challenges faced by businesses today revolve around lead generation and conversion. Lead conversion with Einstein is fast. Tectonic proudly offers comprehensive solutions for both challenges through the implementation and customization of Salesforce Einstein Lead Scoring. Salesforce Einstein Lead Scoring, a pivotal feature within Sales Cloud Einstein, leverages artificial intelligence to empower sales representatives in converting leads more efficiently. By analyzing historical sales data, Einstein Lead Scoring determines the likelihood of a lead converting into an opportunity. This predictive intelligence enables sales teams to segment and prioritize leads for faster conversion. Tectonic and Lead Conversion with Einstein Let Tectonic’s’ customization and implementation services ensure that your company maximizes the value derived from Sales Cloud Einstein, setting your sales representatives up for success. The factors influencing lead conversion, as predicted by Einstein Lead Scoring, are conveniently displayed on each lead record in Salesforce, aiding sales reps in quick preparation for calls and interactions. Lead Conversion with Einstein Einstein Lead Scoring models are uniquely built for each customer and organization, analyzing standard and custom fields through various predictive models. The machine learning behind Einstein continuously improves accuracy by updating models monthly. This ensures that leads are scored every hour using the latest model, promptly adapting to any changes in lead data. Truly, the power of Einstein Lead Scoring lies in its ability to discover insights, predict lead conversion likelihood, and provide automatic insights into the newly determined score. Studies indicate that AI-powered companies spend less time prospecting and more time actively growing revenue. Einstein Lead Scoring allows your company to focus more on selling and less on prospecting, leading to faster lead conversion and shorter sales cycles. Tectonic assists in automating sales and marketing processes, integrating the capabilities of Einstein Lead Scoring into your business. With zero setup requirements, custom lead score-driven workflows, and smart lead lists. Einstein Lead Scoring ensures that your sales teams work smarter and faster. The Lead Score Your Lead Score field added by Einstein Lead Scoring in your Salesforce org lets sales and marketing teams prioritize leads. This is based on similarities to prior converted leads. Through data science and machine learning, Einstein Lead Scoring offers a faster and more accurate solution. When compared to traditional rules-based lead scoring. Your Salesforce admin, or Tectonic’s Salesforce team, can set up Einstein Lead Scoring to score all leads together. Or group them into segments based on field criteria. The dashboard provides key lead score metrics. By offering insights into average lead score by lead source, conversion rate by lead score, and lead score distribution across converted and lost opportunities. Sales Cloud Einstein Sales Cloud Einstein, with Einstein Lead Scoring, is a ready-to-use set of tools that learn from Salesforce CRM data and activities, continuously enhancing its predictions. Because Sales Cloud Einstein includes additional features such as Salesforce Inbox and Einstein Activity Capture. Einstein Opportunity Insights offers smart reminders or tasks for nurturing customer relationships. Einstein Lead Scoring helps prioritize leads for conversion. Incorporating Sales Cloud Einstein and Einstein Lead Scoring into your sales and marketing strategy can yield a great return. Your Salesforce investment will fill your opportunity pipeline. Contact Tectonic for a free consultation to explore how Sales Cloud Einstein can accelerate lead conversion for your business. 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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Salesforce Flow for Campaign Member Statuses

Salesforce Flow for Campaign Member Statuses

Salesforce campaign member statuses are often undervalued, yet they play a crucial role in understanding prospect interactions and campaign performance. Salesforce Flow for Campaign Member Statuses. To enhance this process, Pardot (or Marketing Cloud Account Engagement) can automatically update Salesforce campaign member statuses based on prospect engagement using completion actions. However, a key hurdle is ensuring that these campaign member statuses exist within Salesforce campaigns to be visible in Pardot. Only statuses defined in Salesforce will be available for selection in automations like completion actions. By default, Salesforce campaigns come with basic statuses like “Sent” and “Responded”, which offer limited insight. For instance, if a prospect is marked as “Responded”, it doesn’t specify how they responded. Given that campaigns vary in nature (e.g., webinar versus email), it’s beneficial to tailor statuses accordingly. Unfortunately, many marketers manually edit campaign member statuses, risking errors and oversight. To address this, we can automate the creation of campaign member statuses based on campaign type using Salesforce Flow. Prep Work: Planning Campaign Member Statuses Begin by planning desired statuses for each campaign type. This can be done simply using a spreadsheet or document, outlining campaign types and associated member statuses. Example Statuses by Campaign Type For instance: Salesforce Flow Overview The Salesforce Flow is a straightforward process triggered by campaign creation. It identifies the campaign type and adds relevant member statuses accordingly. Steps to Implement Salesforce Flow Step 1: Configure the Trigger Step 2: Edit the Decision Step 3: Edit the Path (Example: Webinar) Step 4: Repeat for Other Campaign Types Summary Once configured, every new campaign creation will automatically populate meaningful member statuses. These statuses can be leveraged in Pardot (or Account Engagement) for completion actions and automation rules, streamlining campaign management and enhancing reporting. If you require assistance with campaign management or automation, we’re here to help optimize your processes. Feel free to reach out for personalized support. 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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Salesforce Datorama analytics builder

Datorama Features from Salesforce

Datorama serves as an all-in-one platform for monitoring and managing marketing data, investments, and key performance indicators (KPIs). As a Software as a Service (SaaS) data platform, Datorama facilitates the onboarding and visualization of marketing data from various sources, including ad servers, search, social, DSPs, POS, and CRM. Key features of this marketing suite include: AI-powered insights designed to drive optimizations. Datorama Reports are available in two versions: standard and advanced. The standard version, known as Datorama Reports (now Intelligence Reports for Engagement), includes dashboards, pivot tables, and intuitive reports displaying simple statistics. Additionally, Datorama Reports for Marketing Cloud provide detailed analyses of email campaigns, push notifications, and customer journey data at the campaign level, revealing deep marketing insights and campaign performance. Datorama Features – Now Marketing Cloud Intelligence Datorama, now known as Marketing Cloud Intelligence, is Salesforce’s cloud-based AI-powered marketing intelligence and analytics tool. This platform enables marketers to harness business intelligence by consolidating various marketing sources into a unified data model. Datorama addresses three main aspects of a customer’s business through its platform: Connect and Mix, Analyze & Act, and Visualize. This marketing intelligence platform allows users to connect their entire MarTech stack, offering flexibility and control. Datorama’s Marketing Integration Engine bridges marketing data across the entire technology stack into a single source, enabling the creation of real-time reports at scale. The implementation timeline for Datorama varies based on project complexity. Moderate to semi-complex projects with eight to 12 data sources may take between eight to ten weeks. Complex projects with 15 to 25 or more data sources could take between 14 to 18 weeks. As of July 2022, Datorama is now referred to as Marketing Cloud Intelligence. Content updated July 2022. 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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Salesforce Communications Cloud

What is Salesforce Communications Cloud?

Effective business communication is fundamental to success, playing a pivotal role in fostering robust customer relationships, promoting team collaboration, and driving revenue growth. Explore Salesforce Communications Cloud. In the current digital landscape, marked by rapid evolution in communication channels, businesses seek a comprehensive solution to streamline and enrich their communication processes. Consider Communications Cloud Explore Salesforce Communications Cloud—a groundbreaking offering from Salesforce, a leading provider of cloud-based solutions. Armed with a potent suite of tools and features, Communications Cloud empowers organizations to deliver personalized, seamless, and efficient communication experiences to both customers and employees. What is Salesforce Communications Cloud? Salesforce Communications Cloud stands as a comprehensive platform, enabling businesses to connect with customers, partners, and employees seamlessly across various channels. By consolidating communication channels such as email, SMS, social media, and voice into a unified platform, it facilitates the delivery of consistent and personalized communication experiences tailored to the target audience. Key Features of Salesforce Communications Cloud This platform boasts an array of features and tools that empower businesses to elevate their communication strategies. Some key features include: Benefits Implementing Salesforce Communications Cloud yields several advantages for businesses: Use Cases of Salesforce Communications Cloud The versatile applications of Salesforce Communications Cloud span various industries and business functions, including: Like Related Posts Nonprofit Marketers Invest in Technology to Support and Drive Strategy While the demand for the creativity of marketers remains steadfast, the evolving digital landscape of constituent engagement necessitates an increased Read more Salesforce Communications Cloud for Service Providers Salesforce’s Communications Cloud facilitates the delivery of digital-first journeys. With seamless order processes, offering time and cost savings while enhancing Read more Introducing Salesforce Communications Cloud Introducing Communications Cloud from Salesforce: Revolutionize your digital-first journeys and streamline order processes to save time, cut costs, and enhance Read more Salesforce FAQ Salesforce FAQ – Salesforce CRM: What is Salesforce CRM? Salesforce CRM (Customer Relationship Management) is a cloud-based platform for managing Read more

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Salesforce

Maximizing Sales Impact with Salesforce

Navigating Sales Challenges: Strategies for Success with Salesforce Maximizing sales impact with Salesforce doesn’t only effect your ROI. It shortens sales cycles. It increases conversion rates. And it makes a world of difference in the sales world. Sales professionals face unprecedented challenges in today’s competitive and resource-constrained workplace. External factors often hinder internal success. Global uncertainties, like supply chain disruptions, inflation, regulatory shifts, and political instability. They create an atmosphere of caution among B2B and B2C buyers. In response, companies are striving to enhance productivity, efficiency, and achieve predictable revenue. Key Benefits of Selling with Salesforce: Salesforce helps manage customer relationships, storing data, interactions, and deal information securely in a central location. With data stored in the cloud, you ensure its safety and prevent the loss of crucial or time-sensitive information.  Cloud based storage makes data easily accessible to a mobile and remote workforce. How Salesforce Supports Sales People: Salesforce, the most popular CRM tool, enables sales agents to focus more on client needs and less on back-end management. It frees up time for the sales team, allowing them to concentrate on critical tasks. As a Salesforce consulting company, Tectonic goes beyond innovating CRM technology.  We take the time to understand your sales process and customize your Salesforce instance to support your business model. Automating tasks that otherwise slow down your sales team.   Maximizing Sales Impact with Salesforce To counter the challenges facing sales teams today, sales leaders focus on factors which are within their control. A pivotal strategy involves fostering alignment between departments and dismantling communication silos that impede business velocity. Adapting operations to cater to the rising demand for hybrid or virtual selling, ensuring omnichannel accessibility. Fortifying company data and tools are paramount.  Tectonic designs a Salesforce ecosystem to empower sales teams. Tectonic and Salesforce Ecosystem Collaboration: Tectonic collaborates with you to maximize your Salesforce ecosystem, providing tailored platforms and tools for departmental collaboration and alignment. The Salesforce Customer Data Platform, offering a comprehensive 360-degree customer view, is accessible to all sales and marketing team members, pulling in data from every customer interaction. Maximizing Sales Impact with Salesforce for Success: Companies maximize success by engaging customers across multiple channels. By leveraging platforms like Salesforce Marketing Cloud and Salesforce Marketing Cloud Account Engagement. These tools enable omni channel communication, reaching customers at their preferred time and through their preferred channels. These tools are improving open and click-through rates. In the evolving sales environment, reps need to transition from being mere product pitchmen to trusted advisors and brand evangelists. This transformation demands access to appropriate technology, tools, training, and organizational support. Coupled with collaboration across various company teams, including marketing, customer service, and sales operations all win. Salesforce Sales Cloud Competitive Advantages: Maximizing Sales Impact With Salesforce With an Implementation Partner Salesforce Sales Cloud Implementation Services empower businesses to grow by optimizing processes, accessing information, and removing redundancies. The efficient utilization of technology and data by Sales Cloud promotes better messaging, outreach, and customer service. Therefore resulting in a better business.  Implementation partners like Tectonic increase speed to market and improve customization ensuring Sales Cloud is a valuable investment for your business. Building Relationships As companies prioritize building long-term customer relationships, Salesforce’s role becomes pivotal in defining strategy and enhancing efficiency. Sales leaders recognize the importance of sales operations in fostering long-term customer loyalty through recurring sales and predictable revenue. Salesforce, including the leading CRM platform, enables businesses to focus on growth while leveraging automations and workflows to streamline operations. Success in sales lies in focusing on controllable factors, continuous adaptation, and improvement. By maximizing impact and cultivating strong customer relationships, sales teams can drive revenue and achieve their targets. Schedule a consultation with Tectonic today for expert analysis and guidance on the best Salesforce tools for your business. 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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Salesforce CPQ and Billing for Order-to-Cash

Salesforce CPQ and Billing for Order-to-Cash

Maximize Order-to-Cash Efficiency with Salesforce CPQ and Billing – Salesforce CPQ and Billing for Order-to-Cash Is your business seeking a streamlined order-to-cash (OTC) process? Unlock the potential of Salesforce CPQ and Billing to revolutionize your OTC efficiency. Dive into the details below to discover how. Quick Insights: The OTC process encompasses everything from order initiation to cash receipt and reconciliation across multiple departments. Salesforce CPQ and Billing automate the entire OTC process, enhancing speed, efficiency, and accuracy.Understanding Order-to-Cash (OTC):Order-to-cash (OTC) encompasses the end-to-end journey of processing a customer order and translating it into revenue. From order placement to revenue recording, OTC involves various departments such as sales, credit, shipping, and finance, facilitating seamless information flow. Salesforce CPQ and Billing:A pivotal component of Salesforce Revenue Cloud, CPQ and Billing streamline sales and finance functions to optimize customer experiences. While CPQ automates the Configure, Price, Quote process, Billing handles invoicing, payment, and revenue recognition. Orders initiated in CPQ seamlessly transition to Billing for comprehensive backend processing. Benefits of Salesforce CPQ and Billing: Enhanced OTC and QTC processesImproved billing accuracyFlexible billing arrangements, especially for subscription-based productsAutomated billing for streamlined operationsAccurate forecasting and bolstered customer relationships CPQ Revenue Cloud Billing SalesforceLeveraging Salesforce CPQ and Billing:Harnessing the power of Salesforce CPQ and Billing transforms the OTC process into a well-oiled machine. By automating tasks and minimizing errors, it accelerates the OTC timeline and ensures smoother cash flow management. Efficiency Enhancements: Automatic order entry reduces errors and ensures inventory availability.Error-free invoices are generated and dispatched promptly, expediting invoicing and payment cycles.Swift payment processing, with automated matching and depositing, minimizes delays.Automated reconciliation in the general ledger optimizes revenue recognition, eliminating manual intervention and reducing administrative costs.Real-time data and reporting capabilities empower informed decision-making and facilitate precise forecasting and planning. Partner with Tectonic for OTC Optimization:Partner with Tectonic, the Salesforce experts, to seamlessly integrate Salesforce CPQ and Billing into your existing systems. Our tailored solutions optimize backend processes, driving sales growth, enhancing customer service, and maximizing lead conversion. Discover the power of Salesforce Managed Services to propel your company towards success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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