Best CPQ for Salesforce
Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic to get up and running.
Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic to get up and running.
Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Salesforce CRM Analytics. Create Connection Connection Settings All settings require a value, unless otherwise indicated. SETTING DESCRIPTION Connection Name Identifies the connections. Use a convention that lets you easily distinguish between different connections. Developer Name API name for the connection. This name can’t include spaces. The API name is used in your recipes to reference data extracted through this connection. You can’t change the developer name after you create the connection. Description Description Username User name for the Zendesk account. URL Complete URL of the Zendesk account. Enter in the format: <http or https>://<Instance Name>.zendesk.com/<Instance Details>For example:https://blueskysystems.zendesk.com/api/v3 Password Password for the Zendesk account. Salesforce and Zendesk integration Connector Considerations When working with the Zendesk connector, keep these behaviors in mind. 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
In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics 360, Salesforce Sales Cloud, and Salesforce Marketing Cloud. This collaboration marks the first time that sales, marketing, and advertising data will seamlessly converge. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced Today, we at Tectonic are thrilled to introduce the inaugural integration: direct importation of sales pipeline data from Sales Cloud (including leads and opportunities) into Analytics 360. This integration empowers marketers within any business managing leads to gain a comprehensive understanding of the customer’s journey to conversion, enabling swift and targeted engagement at crucial touchpoints. Leading enterprises like Rackspace and Carbonite are already reaping the rewards of this integration, streamlining data analysis and reaching higher-value audiences. A Holistic View of the Customer Journey Marketers often struggle to bridge the gap between online and offline customer interactions to achieve a comprehensive view of the customer journey. With the seamless integration between Sales Cloud and Analytics 360, marketers can effortlessly amalgamate offline sales data with digital analytics data, gaining insights into the entire conversion funnel. This facilitates a deeper understanding of customer engagement with brands and the performance of marketing initiatives. For instance, marketers can examine the correlation between online lead sources (such as organic search, paid search, or email) and lead quality based on their progression through the sales pipeline. Enhanced Marketing Outcomes While increased visibility into the customer journey is invaluable, the true value lies in actionable insights. For example, if a particular source of site traffic consistently generates higher-quality leads, marketing budgets can be reallocated to optimize traffic acquisition. Moreover, the built-in connections between Analytics 360 and Google’s media buying platforms offer additional avenues to acquire new customers and drive incremental revenue. Marketers can leverage Adwords and DoubleClick Search tools to optimize search ad bidding based on actual sales data (offline conversions tracked in Salesforce) rather than just website leads. Additionally, they can create audience lists in Analytics 360 comprising qualified leads from Sales Cloud, leveraging Adwords or DoubleClick to target display ads to individuals with similar characteristics. Real-world Success Stories – Integration of Salesforce Sales Cloud to Google Analytics 360 Announced Rackspace, a leading provider of managed cloud services, has already experienced significant benefits from beta testing the Sales Cloud to Analytics 360 integration. By seamlessly integrating sales pipeline reporting with digital marketing analytics, Rackspace has gained deeper insights into marketing performance, saving time and accelerating decision-making processes. Similarly, Carbonite, a provider of cloud data backup services, is gearing up to transform its media activation strategy by leveraging insights derived from Salesforce data in Google Analytics and AdWords campaigns. What’s on the Horizon? In the coming months, Google will expand the availability of Sales Cloud data in Analytics 360, providing marketers with even deeper intelligence. For instance: Product-specific data will enable remarketing campaigns tailored to cross-sell or up-sell offers based on previous orders. Lead conversion likelihood data will facilitate the creation of audience lists of prospects with a high probability of purchasing, ideal for remarketing or prospecting campaigns. Lifetime value data will serve as a diagnostic tool, shedding light on the most valuable marketing channels. As 2018 progresses, Google will continue to roll out additional integrations between Salesforce and Analytics 360, enabling more accurate attribution modeling, comprehensive campaign performance analysis, and seamless audience activation across marketing channels. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced If you’re not yet leveraging Analytics 360 and are eager to learn more, please reach out to us. Existing customers can engage with their account team or Certified Analytics Partner to devise a plan for implementing these integrations. 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
Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom the information applies to be reasonably inferred by either direct or indirect means. Further, PII is defined as information: (i) that directly identifies an individual (e.g., name, address, social security number or other identifying number or code, telephone number, email address, etc.) or (ii) by which an agency intends to identify specific individuals in conjunction with other data elements, i.e., indirect identification. (These data elements may include a combination of gender, race, birth date, geographic indicator, and other descriptors). Additionally, information permitting the physical or online contacting of a specific individual is the same as personally identifiable information. This information can be maintained in either paper, electronic or other media. Department of Labor (DOL) contractors are reminded that safeguarding sensitive information is a critical responsibility that must be taken seriously at all times. DOL internal policy specifies the following security policies for the protection of PII and other sensitive data: The loss of PII can result in substantial harm to individuals, including identity theft or other fraudulent use of the information. Because DOL employees and contractors may have access to personal identifiable information concerning individuals and other sensitive data, we have a special responsibility to protect that information from loss and misuse. With these responsibilities contractors should ensure that their employees: What is the example of PII? Personal identification numbers: social security number (SSN), passport number, driver’s license number, taxpayer identification number, patient identification number, financial account number, or credit card number. Personal address information: street address, or email address. Personal telephone numbers. What is not an example of a PII? PII, or personally identifiable information, is sensitive data that could be used to identify, contact, or locate an individual. What are some examples of non-PII? Info such as business phone numbers and race, religion, gender, workplace, and job titles are typically not considered PII. 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
Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud expert like Tectonic: Cost Savings: Predictable, Recurring Monthly Costs: Future-Proof Technology: Custom and Integrated Service: Robust Infrastructure: Centralized Network Services and Applications: Coverage on All Service Levels: Disaster Recovery: Fast Response Times: Vendor Interfacing: Tectonic offers Managed Services for all your Salesforce platform IT needs. Contact us today to get started. 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
The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify the disparities between the two and shed light on their respective functionalities. Marketing Cloud Account Engagement and Salesforce Campaigns. Account Engagement Campaigns: Account Engagement Campaigns serve as the cornerstone of tracking prospect interactions within Account Engagement. When creating marketing assets such as emails, landing pages, or forms, associating them with a Campaign is essential. This linkage facilitates tracking interactions with these assets, with the first Campaign a Prospect interacts with becoming their Source Campaign. Here’s a breakdown: Salesforce Campaigns: Salesforce Campaigns operate differently from Account Engagement Campaigns, serving as a mechanism to track various touchpoints or interactions with leads and contacts. They enable more complex attribution reporting within Salesforce: Salesforce Campaign Integration with Account Engagement: Despite their differences, Account Engagement and Salesforce Campaigns can be integrated to complement each other’s functionalities: Choosing Between the Marketing Cloud Account Engagement and Salesforce Campaigns: The decision between using Salesforce Campaigns or Account Engagement Campaigns boils down to their distinct utilities: Update: Since 2018, Connected Campaigns have bridged the management experience between Salesforce and Account Engagement, streamlining cross-platform alignment and campaign reporting. This enhancement alleviates previous confusion and enhances campaign management efficiency. In conclusion, leveraging both Salesforce Campaigns and Account Engagement Campaigns is recommended for comprehensive campaign management and attribution analysis. If you require assistance with campaign setup, don’t hesitate to reach out to our experts. Content updated November 2023. 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
Everybody loves pie, but not all of us love pie charts (except when it’s a chart about pie). It turns out, our brains have a hard time comparing the area of shapes. When it comes to visualizing data, we prefer simple and easy to understand. Consider making that pie chart in your next presentation a bar chart. This unsavory position against pie charts reflects Tectonic’s passion for effective data visualizations. When done properly, visualizations help us quickly see new things and digest the size and scale of your business and market. Visualizations that allow you to interact with data and easily see areas where you need to focus, make decision making easier. But many of us are stuck managing from charts of numbers, or at best static visualizations in a power point. You know those presentations that someone spends weeks creating each month to describe the events in the prior month. Is this the kind of efficiency we thought 2018 technology would deliver? When you finally get the information, how do you correctly tie individual results to the trends in your business and markets so you can draw the right conclusions and make decisions? For example: are we generating enough leads, in the right industries, for the right products to generate the revenue we need in Q4? In other words, how do you translate how much pie you have eaten into how full you are? On the surface, it seems easy: If I’m eating pie, it’s late in the meal and I’m probably already full…but what if those assumptions don’t hold true? Are you willing to risk your comfort on it…or your business on it? At Tectonic, we help you align your desired business results with the events and activities in your business. These “analytical pathways” make it simpler to use data to drive your business. We can show you how to unlock the trends in your business and use data to drive new results. Happy Pie Season! 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate 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 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
The Salesforce AppExchange is a robust enterprise cloud marketplace, adept at swiftly addressing unique business challenges for organizations of any size, department, or industry. The AppExchange is a marketplace where third-party developers can list their apps for Salesforce users to browse and install. Some are free to use and some have a charge. But all are available because of their integration ability with Salesforce. Each app has its own listing page with a detailed description, screenshots, user reviews, and pricing information. Introduced by Salesforce.com in 2005, the AppExchange website marked the inception of the first public directory of its kind. These powerful apps make a substantial impact by automating tasks, streamlining information and systems, and fostering closer integration with Salesforce. Catering to diverse organizational needs and budgets, the AppExchange offers a mix of both free and paid apps. If there is something you want to do in Salesforce, chances are good there is already an app for that – and you will find it in the Salesforce AppExchange. Navigating through the extensive array of apps, with over 9 million downloads, might seem daunting. Salesforce simplifies this process by providing App Guides that swiftly pinpoint optimal solutions for various business challenges across different sectors. Alongside apps, users can discover components, bolt solutions, lightning data, flow solutions, and consultants. The App Guides spotlight customer-favorite apps, categorizing them based on department or industry-specific business pain points. As users search and install apps, the AppExchange tailors personalized recommendations, enhancing ease and efficiency. Among our preferred apps are: Magic Mover – This remarkable app facilitates the seamless migration of classic notes to lightning-enhanced notes and classic attachments to Salesforce files. It expedites the conversion of numerous attachments and notes into enhanced files. S-Docs – A document generator capable of creating diverse outputs by amalgamating Salesforce data from standard and custom objects. The template editor in S-Docs allows for the design of outputs incorporating data from formula fields, rich text, parent records, child, grandchild, and related objects. Finished documents can be effortlessly emailed directly from Salesforce, capturing the entire interaction seamlessly as an activity. Slack – A highly popular communication and team collaboration hub integrated with Salesforce. This integration enables teams to stay informed about their records within Slack, responding swiftly to new opportunities and fostering seamless collaboration. Customized notifications in Slack provide updates on key information in Salesforce, while slash commands facilitate the search and preview of Salesforce records, including accounts, opportunities, and cases. The AppExchange empowers users to continually tailor their Salesforce experience, enhancing quality, productivity, and efficiency. Content updated January 2024. Like4 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
Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder of how data-driven thinking can have massive results. But what does it take for an organization to achieve this? The first is leadership committed to a long term goal. It took the Astros 6 years of hard work and commitment to a new way of thinking to achieve their goals. The book/movie “Moneyball” does a good job illustrating all of the previous thinking that had to be overcome. After all, people had made life-long careers on that thinking, so why change? If your leadership isn’t committed to this long term, it simply won’t happen. However, it just takes one leader of a part of the organization to lead the way. The second thing you need is data. The baseball world is full of passionate and focused score keepers. Pitch counts, speed, game time temperature, at bats vs lefties, etc. Google actually has a free baseball stats dataset: https://cloud.google.com/bigquery/public-data/baseball. Unfortunately for most of us, there isn’t someone recording each and every movement we make at work (that may be a good thing for some of you). However, it does make it hard to be data driven if you don’t have data. So how do you convince a leader to become data driven and how do you decide what data to capture? Business leaders care about results, so aligning to those will get their support. Those results are driven by actions taken by the organization, so the data that describes those actions is what needs captured. When you take this approach you may find that some of the actions aren’t being recorded at all, many don’t have enough information about them and all of them are difficult to pull together and understand. Even when those hurdles have been overcome, you then face the issue of how to get information back into the hands of the masses who can use it to change the result. At Tectonic, we’ve combined world class salesforce implementation expertise with data science and analytics know how to drive innovative business results. We can help you navigate the above complexities so you can play better baseball. Original url: https://www.gettectonic.com/single-post/2017/11/10/why-your-company-isnt-like-a-baseball-team 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
In Salesforce Chatter, using hashtags serves several purposes, enhancing collaboration and content organization within the platform. Here are some reasons why users might use hashtags in Chatter: Remember that the effectiveness of hashtags in Chatter relies on users adopting and consistently using them. Encouraging a common understanding of hashtag usage and promoting their benefits can lead to improved collaboration and content organization within the Salesforce environment. For instance, suppose you share an update mentioning your ongoing work on a sales presentation for Universal Paper, a customer of yours. Enhance your post by adding the hashtag topic #UniversalPaper. Users can simply click on this topic to access more details about Universal Paper and view ongoing discussions involving individuals and groups interested in Universal Paper. Additionally, anyone can conduct a search for Universal Paper, and the topic will feature in the search results. Clicking on the topic reveals all accessible areas where the topic has been assigned. When composing an update, simply type # followed by your chosen text. While typing, choose a topic from the provided suggestions or press ENTER to include it. Each topic can comprise up to three words. Topics are automatically concluded by commas ( , ) and closing square brackets ( ] ). Other punctuation, symbols, and separators are supported in topic names. Afterward, click Share. The hashtag topic transforms into a link leading to the topic detail page. Furthermore, the topic (excluding the hashtag) is automatically appended to the top-level post in your update. For example, by including #UniversalPaper in a comment beneath your colleague’s post, the topic Universal Paper gets added to your colleague’s original post. Following the posting of an update, the exclusive method to eliminate a hashtag topic in Lightning Experience is by either deleting or editing the post or comment. In Salesforce Classic, removal of the topic from the top-level post is possible. 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
The Houston Astros won the World Series last night. The first time the organization has won the World Series since the club was established in 1962. Since its foundation, the organization has an aggregate won-loss record of less than .500, and more recently been perennial losers and bottom dwellers. Jim Crane, a successful billionaire entrepreneur, bought and took over the team in 2011. In the six years since purchasing the team, he has changed the culture, attitude and environment of the organization in large part based on the more sophisticated use of big data and analytics throughout the organization. The more advanced and aggressive use of data and analytics, and its benefits, is well documented in player valuation, player match up advantages, statistical based strategy, etc.. For more on this, see The Analytics Series: Dodgers-Astros is a Win for Sabermetrics Both teams stress the heavy use of analytics, so it’s only fitting that they are pitted against one another in the World Series. https://www.beyondtheboxscore.com/2017/10/23/16515642/dodgers-astros-world-series-analytics What is less appreciated and reported is the use of data and analytics and its related advantages throughout the organization. I had the pleasure of hearing Jim Crane speak five years ago. He lamented about the poor reputation and track record of the Astros. However, he committed to changing the environment and attitude of the organization into a first class winning organization from top to bottom. How was he going to do it? A key component of his vision and strategy was introducing, embedding throughout over time, and ultimately driving the business through the aggressive use of sophisticated data and analytics in all phases of the company. The benefits would not only be a better product on the field, but better results across the board: marketing, sales, operations, process improvements, expense reductions, employee productivity and evaluations, company morale, customer perceived value proposition, enhanced brand value and ultimately significant increases in revenues, profitability and overall enterprise value of the organization. The results for the Houston Astros are clear and self-explanatory. It is a timely and great case study showing “winning businesses” are the ones which over time adapt, incorporate and drive their businesses through the use of more sophisticated data and analytics in all elements of their business. If you are not aggressively exploring ways to use data and improve your business through analytics, then beware that someone else in your industry is. The examples are endless: Netflix used customer data, trends, preferences and analytics to build a new business model. Netflix went from start up to multi-billion dollar media and content distribution company, while competitor Blockbuster, having every conceivable advantage at the start, is now out of business a few short years after the emergence of Netflix. Where is the retail industry today versus the astronomical rise of Amazon? Where are the teams that are not using data and analytics compared to the Astros? The Astros are the latest example of a bottom to top change in competitive dynamics and market leader in an industry in less than five short years. Are you interested in a dialogue on how you can start your path to more aggressively use data to help in your company? Understanding your customers, your markets, unearth new opportunities, reduce expenses, shorten the time involved in various phases of your operations, improve your customer experience, enhance your brand value, drive sales, enhance cross sell up sell opportunities, etc. The benefits are real and tangible: grow your revenues faster, reduce expenses, become more efficient and automated, make decisions based on information rather than gut feel, and ultimately significantly enhance your market position, growth opportunity and enterprise value for yourself and your investors. At Tectonic, this is what we do. Please call us to start a dialogue. Tectonic can help your start down the path by: As in the case of the Astros, we can help you transform your business into a data driven organization and help generate all the benefits and opportunities that come with it. Give us a call and we are happy to help you start today. Because if you are not, someone else you are or will be competing against is. Chris WilsonPresident Tectonic, LLC Original url: https://www.gettectonic.com/single-post/2017/11/03/a-world-series-lesson-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
In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains and personal property rentals going above and beyond to surprise and delight consumers, their expectations have grown rapidly. Consumers now expect to be provided with a personalized experience. They expect that hospitality companies know their likes and needs and provide them with an experience based around those likes and needs. The speed with which companies need to respond to guests is ever increasing. Who would have predicted that 5 years ago AirBnB would have a valuation comparable with brands like Marriott? Companies are seeing value coming from frictionless customer experience and the way they use technology to lock customers in. The excitement in the travel and hospitality industry is around technology, which is now designed to help manage the customer journey and provide companies the ability to manage the guest experience across sales, service and marketing. Technology is allowing data to be more accessible and integrated, allowing companies to begin shaping customer behaviors in months, as opposed to years. We are seeing that companies that are leveraging the millions of customer touchpoints, data and analytics, are paving the way in providing a seamless, personalized customer experience and have gained a large share of consumers budgets. Companies are spreading their marketing and IT budgets around solutions that span the entire customer journey, from acquisition to cross-sell and up-sell strategies to personalized service throughout their stay. Those who know what their customers wants and needs as well as when and how they want it, are creating loyal, repeat guest visits. Caesar’s Entertainment grew from $3 billion to $12 billion by leveraging technology to deliver personalized service and marketing initiates across its many hotels and casinos. They created a repeatable model across over 90,000 employees, allowing cocktail waitresses to know a customers worth, their favorite drink and how best to interact with them. Caesar’s also enhanced their loyalty rewards program by analyzing their data and implementing rewards that their customers wanted, increasing how much these customers stayed, played and spent on their properties. The evolution of technology has made data more accessible and interpretable, allowing companies to mold customer behaviors and maximize their spending potential. Some of Tectonic’s clients have looked to us to help them shape their customers behaviors. Tectonic has developed an approach, called Insight 2 Action, to help their clients shape behaviors. Insight 2 Action (i2a) helps customers ingest and understand their data and leverage technologies that help guide and influence customer interaction – how they buy, receive services, interact today as well as tomorrow. One of Tectonic’s clients, a luxury vacation company, has grown into a several hundred million dollar organization by understanding customer needs and proactively reaching out to guests with cross-sell and up-sell opportunities. They leveraged their cloud based technologies to manage their data and analytics, marketing & CRM. The implementation took 6 months and a $2 million dollar investment. If our client had chosen to leverage non-cloud based technologies, they would have had a 3 year, $50 million dollars implementation. At the core of personalized service is the ability to react quickly. For example, a new restaurant is being built in which every floor manager and sommelier will be wearing an Apple Watch. When a VIP customer walks through the front door, their favorite bottle of wine can be immediately taken to their table by the floor manager. This also allows for personalized interactions such as greeting a customer when a new table is seated, approaching a guest who waits too long to order her or his drink, or when a menu item runs out, every manager will get an alert via the tiny computer attached to their wrist. This is not a new concept but shows the power of leveraging technology in providing a more personalized guest experience. In providing seamless customer experience it is important to look at embracing cloud technology and what it has to offer. One of our behavior shaping clients acquires, correlates & stores 10 petabytes of data at a 10th of what it cost 4 years ago. From a delivery perspective, this took 6 agile sprints of behavior shaping actions to do approximately 50 behavioral use cases to drive a m reduction in marketing expenses. Our clients are also using cloud tools such as Salesforce to deliver personalized and prescriptive actions across the globe. Our agile approach allows for clients to deploy small stories so that we can deliver quickly for clients, allowing them to measure and iterate with different stories. Content updated January 2024. #technology #travel #hospitality #bigdata #agile #analytics Like2 Related Posts Email Marketing for Hotels and the Hospitality Industry Email Marketing for Hotels
Building a connected culture has become increasingly important because mobile devices and applications have changed the landscape of the IT world. No longer are business users tied to their desks or offices. They can be productive anywhere, thus the content must be updated much more quickly. Reports don’t take weeks to compile, nor do they require the IT organization to deliver the information. The most successful companies are building and deploying solutions that a business user can access from any type of device, at any time, and display the data in the format that they want. To facilitate this type of solution most companies are in the process of migrating their data into the cloud, reducing their infrastructure costs, and allowing a much more enhanced end user experience. The Internet – and more specifically Social Media – has changed how the public’s perception of a particular business or company is viewed (thus directly impacting sales). It used to be said that a happy customer would tell 10 people about their experience and would tell 100 if the experience was bad. With Social Media, the number of people that you tell has grown exponentially. One customer’s angry post can be shared and reposted to 100’s of others, impacting prospective clients. This means that business’s need to be more focused on each client rather than lump all clients in one big basket (a 5% negative rating might have been OK in the past, but no longer). As a business moves to focus on clients, it is imperative that they have great insight to the individual customer, their preferences, and even their desires. Companies have had this data for years but not had the ability to quickly or easily leverage it in order to better serve the client while they are in the middle of a transaction. A connected culture does not come without its downfalls; the information technology groups must change how they do projects. Building and delivering technology changes can no longer be an IT only event. Business users must be more engaged during the entire project, rather than only be engaged through the rollout. Companies must have business stake holders that can spend time each day with the project team. This is hard for many since business users all have full time jobs. In addition, each business must design a cultural process change roadmap as projects move along this drives adoption and make the end product much stronger. Without developing process changes, new technology or a new system will not provide the benefits that the business sponsor is looking for and will be a roadblock to complete adoption of a new technology. While these changes are hard in some organizations, the benefits of a connected culture outweigh the problems and make for smooth transitions and better return on the investment. Given that technology continues to change, it is important for companies to remain agile in their process and recognize the importance technology has in delivering a seamless customer experience. 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
Cross Filters, Summary Formulas, and More: Advanced Reporting in Salesforce Salesforce comes with report types out-of-the-box for all standard objects and standard object relationships eg. “Contacts & Accounts” or “Opportunities with Products”. You can view a list of report types when creating a new report. For the custom objects we build, Salesforce also creates report types automatically. Salesforce Reporting is one of the most powerful features, used to give users many different views into their data, and for Admins to demonstrate the value Salesforce has upon the organization’s productivity. Building reports in the Lightning Report Builder, a drag and drop interface, is extremely effective – as a Salesforce Admin, you should have a solid idea of all the options available to you when reporting requirements come up. What are advanced reporting features in Salesforce? These are the tricks Salesforce power-users should know to ultimately create the reports users need – even with challenging data models – in the most efficient and scalable way (with minimal additional configuration). Let’s have a look at some of the more advanced reporting options that Salesforce offers. 1. Custom Report Types Salesforce provides out-of-the-box report types for standard objects and their relationships. When creating a new report, you can choose from a list of available report types. For custom objects, Salesforce automatically generates report types. These report types establish a “with” or “and” relationship based on whether the two objects have a Lookup or Master-detail relationship. Custom Report Types become essential when you need to report on: To create a custom report type: Bonus: You can now automatically add fields to Custom Report Types without manually adding them to each report type. 2. Cross Filters (Exception Reports) When filtering reports, Cross Filters help identify records with or without related records, creating exception reports. They are added like regular filters, using the format: “Show me — [primary object] — with/without — [related object].” Example: “Show me — Contacts — without — Campaign History.” Enhance Cross Filters with additional sub-filters to narrow down related records further. For instance, “Show me — Contacts — without — Activities — with status: ‘open’” will generate a report of contacts with no open activities. Salesforce Admins can master Cross Filters to avoid unnecessary creation of custom report types or rollup fields. 3. Summary Formulas Summary Formulas handle complex calculations at all summary levels, acting like fields once created. In Salesforce Lightning, they are referred to as Summary Formula Columns. To use them: Summary Formulas offer powerful capabilities for in-depth calculations. 4. Row-level Formulas Row-Level Formulas, distinct from Summary Formulas, are applied to single records and displayed on the row itself. An example is checking if two fields on the same record have the same value. 5. Reporting Snapshots Reporting Snapshots capture a snapshot of Salesforce records, freezing data for future reference. Commonly used for tracking Opportunity Pipeline Change over time. 6. Historical Trend Reporting Historical Trend Reporting glances back at historical field values on a specific date. Limited to certain objects and fields, it provides a targeted view of historical data changes. 7. Field-to-field Filters These filters allow the comparison of values in different fields on a Salesforce report, refining report filter criteria. 8. Stacked Summaries Stacked Summaries summarize extensive data for quick review and comparison, activated when adding fields to both rows and columns. 9. Joined Reports Joined Reports combine two reports with different report types into a single view, offering a holistic data view. 10. Report URL Hack Report URL Hacking is a technique to set filter values via URL parameters, supported in Lightning Experience. It allows dynamic filtering without the need for multiple reports, enhancing user experience. This URL hacking can be used to launch specific reports with predefined filters, adding efficiency to report navigation. 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
Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. These instances are built on Salesforce Customer 360, featuring both Platform-as-a-Service (PaaS) and Software-as-a-Service (SaaS) offerings. Key Features: Scale and Secure Apps on a Compliant Government Cloud: Government Cloud Plus for Public Sector: Unique Aspects of Government Cloud Plus: Compliant Environment and Security Measures: Drive Adoption and Salesforce FedRAMP: Salesforce FedRAMP Overview: Salesforce Usage in the U.S. Government: Salesforce Government Cloud Public Sector Solutions Content updated February 2022. 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