, Author at gettectonic.com - Page 71
Loan Origination Salesforce
20Nov

Loan Origination Salesforce

Salesforce Loan Origination: Unlocking Efficiency and Growth Implementing a CRM is a deal-changing decision for any retail mortgage brokerage. In a digital landscape dominated by loan origination platforms like Ellie Mae Encompass, Nortridge, Calyx, and Fiserv, staying lean and nimble is crucial. Understanding how to leverage Salesforce with your loan origination system (LOS) lays the groundwork for a streamlined future, empowering clients, partners, and employees. The suite of productivity and marketing tools Salesforce offers is key to your organization’s success. Remember, Rome wasn’t built in a day, and skilled architects with the right tools made it possible. Let’s explore the benefits of Salesforce in loan origination. Enhancing Prospecting, Referrals, and Marketing Once you’ve built an efficient loan origination machine, it’s time to fuel it. Salesforce integrates seamlessly with referral and channel partners like Bankrate, Zillow, and Realtor.com, feeding prospects directly into your marketing and loan origination funnel. Using tools like Web to Lead or Salesforce’s robust web service APIs, prospects can flow into your CRM in real time. Partner Communities can create portals for third parties to refer and manage their pipelines. Salesforce Marketing Cloud automates journeys, showcasing your company’s value and maintaining constant contact. Qualify prospects effectively by running their credit before they hit your LOS, reducing noise and understanding the quality each lead source brings. This maximizes marketing dollars and focuses efforts where they matter most. Streamlining the Sales Funnel Capturing leads is just the beginning. The real challenge is keeping them and ensuring they choose your business. Salesforce helps visualize your pipeline and accelerates the process with reminders, tasks, texts, emails, calls, and other automation tools. Einstein Analytics and AI provide insights into the most effective strategies, calculate close rates, and help forecast revenue streams accurately. Stay nimble. Not all prospects are tech-savvy, but you can use technology to enhance communication with them. Empowering Loan Officers Mortgage companies often aim to improve customer experience with new systems. However, empowering loan officers and ensuring their satisfaction is equally critical. Salesforce provides loan officers with a 360-degree view of their prospects, enabling them to pull client credit from mobile devices and drastically improve productivity and close rates. Salesforce Mobile places the entire origination process at their fingertips, anywhere and anytime. Integrations with web analytics offer insights into prospect behavior, allowing tailored conversations. A CRM that consolidates contact history creates a powerful ally, ensuring personalized experiences. Integrating Systems with Tectonic Integrating a loan origination system like CalyxPoint, Fiserv, or Ellie Mae Encompass can be daunting. Clients often rush to modernize, but the key is to take it step by step. Define a moment when the loan flows from Salesforce to the LOS, typically once a prospect is qualified. Updates, such as loan milestones and underwriting requests, can flow back into Salesforce, while changes to the loan document itself should occur in the LOS. Gradually progress towards a synchronized, bi-directional state to ensure success and buy-in. Leveraging Customer and Referral Portals Salesforce Customer Community: A drag-and-drop customer portal can sit on top of real-time data, understanding each customer’s loan lifecycle stage and dynamically adapting to drive desired behaviors. Use it to solicit additional documents or update loan statuses as they progress through milestones. Salesforce Partner Community: Real estate agents, insurance companies, and law firms are vital to a mortgage company’s referral system. Salesforce Partner Communities offer a portal to share relevant information with partners, creating a boutique experience that enhances referrals. Building Lifelong Client Relationships A fully funded loan is not the end; it’s the beginning of a new journey. The referral and refinancing process starts as soon as the origination process ends. Maintaining regular contact and demonstrating partnership should be core values for any mortgage company. Taking out a mortgage is one of the largest financial decisions most people make, and positive experiences can have a lasting impact. Leveraging Salesforce CRM and Marketing Cloud journeys helps keep relationships alive, ensuring a steady pipeline for years to come. Always remember the importance of first impressions and the long-term value of satisfied clients and partners. 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

Read More
November 20, 2023in Salesforce
Salesforce
20Nov

Technology for Sales Enablement

The signs are apparent that the upcoming years, particularly 2024, may pose challenges for sales organizations. Salesforce and Tectonic offer sales enablement technology to help bridge the gap between sales quotas and realities. Effective sales enablement technology can enhance close rates by an average of 35%. It encompasses tools ensuring that any sales representative can easily access the right content, share it with prospects, and track prospect engagement, providing full visibility for sales management. Beyond this, a comprehensive suite of sales enablement tools offers learning resources, selling insights, centralized content, and collaboration features, all consolidated in one platform. Salesforce’s recent benchmarking of companies with a formal coaching process for sales reps supported by technology highlights components like: Emergence of Sales Enablement Suites While early sales enablement initiatives involved loosely connected point solutions, the emergence of sales enablement suites is becoming prominent. Salesforce’s recent release, Enablement, fully integrated with Sales Cloud, covers all key areas. With the challenges of selling in a hybrid world, Salesforce’s Enablement provides revenue milestones, tailor-made templates, insights and analytics, structured enablement with drag-and-drop building, Einstein Conversation Insights utilizing the power of artificial intelligence, and tools for change management and adoption. In light of the uncertainties in the buyer/seller environment for 2023, sales leaders are under pressure to create impactful enablement tools and programs for their teams, equipped with built-in tools to measure effectiveness. Salesforce and Tectonic are poised to drive success for sales organizations through outcome-based enablement. The question remains: Are you ready for the challenge? Reflecting on this, the importance and value of optimizing sales coaching are evident. Sales organizations choosing not to do so risk compromising their sales performance at a critical time. Tectonic is prepared to implement Salesforce’s Sales Enablement with your new or existing Salesforce CRM tools, empowering your sales force. 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

Read More
November 20, 2023in Salesforce
Salesforce Copilot
19Nov

Spring ’24 Release in Salesforce Einstein and Data Cloud

Revolutionizing Data Management with Salesforce’s Einstein and Data Cloud While Artificial Intelligence (AI) has taken the spotlight, there’s an unsung hero eagerly waiting for its moment – Salesforce’s Data Cloud, formerly known as Genie. This product, a source of pride for Salesforce, is set to play a crucial role in powering AI on the Einstein 1 platform, offering a glimpse into the future at World Tour New York, accompanied by some exciting updates. Salesforce Einstein and Data Cloud appear to be in for a makeover. Spring ‘24 Release Highlights: The anticipation for Einstein Copilot & Search, part of the Einstein GPT products, is set to end in February 2024. Additionally, Data Cloud’s unstructured support will enter its pilot phase in the same month. While there are no indications of new AI products in the upcoming Salesforce Spring ‘24 release, the main release dates in February raise expectations for potential surprises when the Spring ‘24 Release Notes are unveiled. Salesforce may have Salesforce Einstein and Data Cloud enhancements up their sleeves. Elevating Einstein 1 Platform: Salesforce unveiled a major update to the Einstein 1 platform at World Tour New York, combining the prowess of Data Cloud and AI. This alliance empowers users to manage unstructured data efficiently through Data Cloud. While enabling Einstein Copilot to search, retrieve, and comprehend vast amounts of information seamlessly. According to IDC, 90% of business data is unstructured, including PDFs, emails, social media posts, and audio files. Forrester predicts that the volume of unstructured data managed by enterprises will double by 2024. Which is just around the corner, folks. The GenAI solution addresses the need to sift through this unstructured data. GenAI is offering a comprehensive platform for organizations. Key Benefits for Organizations of Salesforce Einstein and Data Cloud: This innovative offering by Salesforce, integrated into Data Cloud, requires the use of a Vector Database provided by Salesforce. Familiar automation tools like Flow and Apex can be employed to monitor changes in this data. Additionally it can trigger workflows. Data Cloud Vector Databases – A Closer Look: Salesforce’s Data Cloud, in conjunction with AI capabilities, largely will transform how organizations manage and leverage unstructured data. Thereby opening new possibilities for innovation and customer satisfaction. The age of Salesforce Einstein and Data Cloud are upon us! Contact Tectonic today to learn more about Data Cloud. 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

Read More
November 19, 2023in Salesforce Einstein
Salesforce Chat GPT
17Nov

Chat GPT and Salesforce

It’s more likely that you vacationed on Gilligan’s island than remain unfamiliar with ChatGPT. Since its introduction, this tool has emerged as an essential extension to Salesforce solutions, owing to its remarkable generative AI capabilities. From automating content creation to validating rules ChatGPT excels in some areas. By crafting Apex code, developing Lightning Web Components (LWC), summarizing conversations, and composing knowledge articles, ChatGPT has demonstrated its value. The integration of Chat GPT and Salesforce holds the potential to streamline substantial segments of organizational processes, leading to significant time savings. This not only enhances CRM data management, now fortified by generative AI, but also elevates the customer experience to unprecedented heights. While Salesforce has its own Einstein AI tools, Chat GPT and Salesforce remain a viable tool combination. This article will explore in detail how ChatGPT can seamlessly integrate with Salesforce. Understanding ChatGPT: When I questioned ChatGPT about its nature, and its response is as follows: ChatGPT is a language model created by OpenAI. It operates as a deep generative language neural network, having been trained on an extensive volumes of text to generate coherent and meaningful responses to user queries and commands. In essence, ChatGPT is essentially a chatbot, akin to Einstein bots. However, it distinguishes itself with its robust capabilities. Developed on the OpenAI GPT-3.5 family of large language models, incorporating both supervised and reinforcement learning techniques, ChatGPT has been trained on an extensive dataset of internet text up until January 2022. It excels in natural language processing tasks such as text generation, question answering, translation, and text classification. The underlying technology of ChatGPT is sophisticated, evolving continually through the application of machine learning and deep learning techniques. In 2023, OpenAI introduced two new models: ChatGPT-3.5 Turbo and ChatGPT-4, with the latter being notably superior. For instance, GPT-4 is multimodal, adept at processing both textual and visual inputs, comprehending and describing images effectively. It has also reduced the likelihood of generating nonsensical or “AI hallucinations” by 19-29%. In terms of security, GPT-4 incorporates robust measures from the outset, generating only 0.73% “toxic” responses compared to GPT-3.5’s 6.48%. It excels in maintaining context, with enhanced memory of the conversation, and improved context length to handle more extensive inputs. In summary, the mentioned improvements position GPT-4 as a more advanced and versatile option. ChatGPT Models: Every AI tool relies on models to discern patterns and make decisions from data. The OpenAI API is powered by a family of models with distinct capabilities and pricing scales. Users can also tailor their base models for specific use cases. The primary models include: This serves as a brief overview, and further exploration is possible here. OpenAI retires old models to introduce safer and more advanced versions. When a model becomes obsolete, it is promptly deactivated, with a specified shutdown date. Legacy models, those not receiving updates, are clearly labeled, signaling developers to transition to newer alternatives. Salesforce Consulting Services: Tectonic provides Salesforce consulting services geared toward catalyzing your company’s growth with Chat GPT and Salesforce, or by implementing a customized business solution or enhancing an existing implementation. Use Cases for ChatGPT in the Salesforce Ecosystem: The million-dollar question arises: how can ChatGPT be effectively utilized in Salesforce? Here are several Chat GPT and Salesforce use cases: Precautions with ChatGPT: While ChatGPT proves beneficial in areas like marketing, sales, and service, its application across the organization should be approached with caution. It’s a powerful tool, offering coherent and logical responses, but it cannot replace every role in every area. As of now, it functions as a valuable virtual assistant for specific tasks, but it shouldn’t be the sole source of information. Proper utilization of this tool can positively impact your Salesforce solution, but precautions must be taken. According to the “Generative AI Trends for Sales” report, 73% of sales professionals express concerns about the security risks associated with this technology, with 49% admitting to not knowing how to use it safely at work. Additionally, ChatGPT often lacks context, leading to potential inaccuracies in responses. Therefore, Salesforce recommends taking the following precautions before adopting any integration of Chat GPT and Salesforce: It’s essential not to overestimate ChatGPT while still leveraging its advantages. Currently, it can serve as a virtual assistant to assist with specific tasks, but it should not be the sole source of information. Prudent use of this tool can positively impact your Salesforce solution, but precautions should be taken. It’s advisable to make the most of generative AI capabilities within Salesforce, especially considering the developments in 2023. Salesforce has introduced multiple solutions incorporating this technology, not only with a comprehensive suite of GPT products but also a significant leap in Einstein. Since the past Dreamforce, Einstein Platform 1 has evolved into the CRM’s trusted AI, offering a high-performance real-time conversational assistant, Einstein Copilot, and an Infinite Capability Studio. Being part of Salesforce’s ecosystem eliminates potential data security and privacy gaps, facilitating integration with other platform solutions. ChatGPT marked the inception of the generative AI revolution and stands as a powerful tool. It’s crucial to remember that OpenAI releases versions frequently, addressing major issues promptly. There’s undoubtedly much more to explore and experience with ChatGPT. If you’re considering implementing it in your organization, Tectonic is prepared to assist you in achieving this goal. 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

Read More
November 17, 2023in Salesforce, Salesforce Einstein
Get to know CPQ
15Nov

Get to Know CPQ

Salesforce CPQ earned a spotlight in our Salesforce specializations rundown due to the scarcity of CPQ-knowledgeable individuals, paving the way for substantial earning potential and opportunities to collaborate with innovative companies. Get to know CPQ in this Tectonic insight. Distinguishing Salesforce CPQ from Products and Pricebooks Get to know CPQ for Salesforce Subscription Products in Salesforce CPQ Enhance CPQ with Custom Actions Integrating CPQ with Salesforce Campaigns Add-On Tools for Salesforce CPQ Salesforce CPQ Deployments Leveraging Salesforce CPQ can increase efficiency and positively impact various aspects of sales, including time management, deal size, quote accuracy, and overall sales processes. The integration of CPQ as a Subject Matter Expert enhances customer interactions, identifies specializations, and provides options to boost deal size. Like Related Posts Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more CPQ for Salesforce Formerly known as Salesforce CPQ, Revenue Cloud empowers your sales team to generate precise quotes for customers. Automate the entire Read more Acronyms for Quote-to-Cash Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. AcronymMeaningDefintionACVAnnual Contract ValueThe annual revenue Read more Cooking with Salesforce Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce Read more

Read More
November 15, 2023in Salesforce CPQ
Quick Clone Sandboxes on Hyperforce
14Nov

Quick Clone Sandboxes on Hyperforce

Introducing Quick Clone Sandboxes on Hyperforce Creating sandboxes is a crucial aspect of application development on the Salesforce Platform, providing IT teams with isolated environments to test changes without affecting production operations. As businesses strive for faster innovation without compromising quality, admins and developers need efficient tools to keep pace with rapid application development. Many admins complain that spinning up sandboxes is too time consuming. No more! Salesforce and Tectonic are excited to announce the general availability of Quick Clone for sandboxes on Hyperforce! This new feature significantly enhances the speed of cloning sandboxes, empowering teams to be more productive, accelerate testing, and expedite release cycles. What is Hyperforce? Hyperforce represents Salesforce running on public cloud infrastructure. This architecture, introduced in December 2020, leverages the elasticity of the public cloud to improve sandbox cloning speeds. In Winter ’23, Salesforce introduced Quick Clone for Developer and Developer Pro sandboxes. Now, we are thrilled to extend Quick Clone to Partial Copy and Full sandboxes, enhancing the cloning experience across all sandbox types. Understanding Quick Clone Quick Clone enables admins and developers to create sandboxes by copying from a production org or an existing sandbox. When creating Developer, Developer Pro, Partial Copy, or Full sandboxes, users obtain copies of the production org’s metadata or metadata and data, facilitating customizations and testing with the latest production state. Traditionally, teams without version control sharing sandboxes may encounter conflicts due to overlapping changes. Quick Clone streamlines this process by rapidly replicating a “template sandbox,” allowing for parallel development and efficient bug reproduction. How to Enable Quick Clone All sandboxes created on Hyperforce are automatically equipped with Quick Clone. Within the Setup Sandbox page, users can leverage the Clone button next to a Hyperforce-based sandbox to rapidly create replica sandboxes using Quick Clone. To utilize Quick Clone, customers must meet Hyperforce eligibility criteria and have their production orgs migrated to Hyperforce. Existing customers with production orgs in Salesforce data centers can request migration to Hyperforce through their Account team. What’s Next for Sandboxes on Hyperforce? Following Quick Clone, our focus shifts to Quick Create, a feature enhancing the creation and refresh speeds of Full sandboxes on Hyperforce. Additionally, Scale sandboxes, designed to validate customizations for business growth and large-scale events, will further enhance sandbox flexibility and performance. With Quick Clone and upcoming features, we are just beginning to unlock the full potential of sandboxes on Hyperforce, empowering Salesforce users to innovate faster and more efficiently. 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

Read More
November 14, 2023in Hyperforce
Tectonic Salesforce Services
13Nov

Are You Ready for an End to Salesforce for Outlook?

Embracing Salesforce Change: Navigating the Transition from Salesforce for Outlook Salesforce has recently announced the sundowning of Salesforce for Outlook, presenting a significant shift that opens avenues for sales teams to reinvent their sales processes and discover new solutions that increase productivity. An end to salesforce outlook forces us to re-evaluate. As the transition looms in June 2024, it’s critical to pinpoint the capabilities your team requires beyond Salesforce for Outlook and identify a new solution. This approach ensures a smooth change, enabling your team to continue achieving sales objectives with Salesforce and the Outlook email platform. Salesforce has postponed the Salesforce for Outlook once, but don’t count on it being delayed again. Preparing for the death of Outlook: For existing Salesforce for Outlook users, consider these key steps to plan a seamless transition: The end to salesforce outlook is an opportunity to reassess sales tools and processes. Embracing automation and relationship intelligence. You can enhance efficiency, foster better relationships, and contribute to closing more deals.  Reach out to Tectonic today for assistance in the Salesforce for Outlook transition. 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

Read More
November 13, 2023in Salesforce Managed Services, Salesforce Sales Cloud
Sales Forecast Report in Power BI
13Nov

Sales Forecast Report in Power BI

To predict future sales, a time series forecasting model was created in Power BI. The model used past sales data to predict sales for the next 15 days. Visuals were included to compare forecasts with actual sales, and the results closely aligned with historical trends.

Read More
November 13, 2023in Data, Technology
outcome management public sector solutions
11Nov

Use Outcome Management to Create and Measure Your Public Sector Solutions Impact Strategy

How do you Use Outcome Management to Create and Measure Your Public Sector Solutions Impact Strategy? Recenter your focus on constituents in the public sector by embracing Outcome Management. Assess whether your constituent programs attain their intended outcomes and make informed decisions based on data-driven insights. Leverage Outcome Management alongside Public Sector Solutions to formulate a strategy for instigating change. Collect data, monitor progress, and assess program effectiveness using actionable data. For instance, scrutinize the number of homeless individuals finding shelter through a housing grant, adjusting program parameters for enhanced outcomes. Monitor the academic advancement of children in publicly funded early childhood learning and development programs. Outcome Management allows you to track the success of your programs, ensuring they align with planned deliveries. Outcome Management serves as an impact measurement tool that consolidates an organization’s outcome strategy, defining, measuring, and evaluating it in a unified platform. What is outcome-based planning? Outcome-based planning represents an adaptive and customer-centric project management approach, emphasizing the attainment of desired results over traditional roadmaps’ limitations, such as inflexibility and output-centricity. Incorporate indicator results to gauge progress against time-bound targets and baseline values. Utilize results to store aggregated values from assessments, program enrollments, benefit disbursements, and other data sources. What is the meaning of outcome management? Outcome management is a client-centric service delivery approach, prioritizing the results clients aim to achieve over merely focusing on available services. It encourages collaboration, allowing agencies to leverage expertise both within and outside the organization. What does outcome management deal with? Outcome Management strategically ensures initiatives align with departmental and governmental outcomes, aiming to achieve the intended results. “In these days in an experience-driven world, customer success is really key to making that customer experience as seamless as possible and developing trusted relationships and customer intimacy. The market is slowly coming to realize that.” Neeracha Taychakhoonnavudh, EVP of Global Customer Success at Salesforce What is an outcome-focused approach? Outcome-focused care tailors medical interventions and support services to achieve desired outcomes, such as promoting independence, improving quality of life, and enhancing overall well-being. Outcome Management Public Sector Solutions Revolutionize Impact Outcome Management revolutionizes impact measurement, providing a comprehensive platform to define, measure, and evaluate organizational outcome strategies. Set time-bound targets and baseline values, consistently measure indicators across outcomes or programs, and organize outcomes into groups reflecting organizational strategy. Outcome Management Public Sector Solutions Track and steer desired change with Outcomes, connecting them to efforts like programs or benefits. Utilize Impact Strategies and Impact Strategy Assignments to group Outcomes, presenting your entire strategy cohesively. Indicators define how outcomes are measured, building a library for consistent impact measurement across various aspects of your work. Use time-bound indicator performance periods to track progress from the starting point to your intended goal. If using outcome management to better create and measure your public sector solutions, contact Tectonic today. By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne 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

Read More
November 11, 2023in Salesforce, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Public Sector Solutions
Sales Cloud Innovation Driven by UX Design Principles
10Nov

Thoughts on Salesforce Experience Cloud

by Shannan Hearne, Tectonic Marketing Consultant You have the flexibility to establish multiple sites within your organization, each serving distinct purposes, and seamlessly transition between them. Salesforce Experience Cloud is a set of functionality on the CRM platform enabling you to build branded digital experiences that are fully connected to your CRM.  This online social platform lets you connect with customers, partners, and employees AND their data.  Experience Cloud empowers you to: Enhance Sales Connectivitywith Salesforce Experience Cloud: Deliver Exceptional Service: Manage Events Effectively: Salesforce Platform Integration with Salesforce Experience Cloud: Experience Cloud builds upon elements within your primary Salesforce org, utilizing applications from the Customer 360 platform, including Commerce Cloud, Service Cloud, Sales Cloud, and Mulesoft. Your org setup, user creation, profiles, and data records all contribute to powering and populating your Experience Cloud site. Utilize Platform Services: Leverage platform services integrated with Salesforce for your Experience Cloud sites. These services, rooted in the Salesforce platform, encompass tools like Flow Builder, Process Builder, and Apex triggers and classes, extending functionality to various Salesforce products, including Experience Cloud. Content Management with Salesforce CMS: Salesforce CMS, a Lightning app within your Salesforce org, enables you to create, store, and manage content outside of your site. It serves as a shared resource, allowing seamless content integration across multiple apps and sites without the need for duplication. Robust Security Measures: Recognizing your site as a crucial face of your company, Experience Cloud provides tailored security approaches to address diverse access needs. Security settings are managed across multiple locations, including the Settings tile in Experience Workspaces, user permissions in your Salesforce org, and overall settings in Salesforce Setup. Presentation Layer Customization: The presentation layer, facilitated by Experience Builder templates and components, brings all elements together. You can choose how your site appears, addressing accessibility concerns, and personalize user experiences based on data from your Salesforce org. Insightful Analytics: Supervise and track user data with reports and dashboards through the Dashboard and Moderation tiles in Experience Workspaces. While Experience Cloud offers basic analytics tools, for comprehensive insights, consider implementing third-party tools like Google Analytics. Responsive Site Development with Salesforce Experience Cloud: Experience Cloud templates enable the creation of responsive sites, providing rich, branded spaces for customers and partners. Experience Builder allows non-coders to edit templates, add branding elements, include CMS content, and even create custom pages with components, offering a tailored and engaging experience. With Experience Cloud you can reduce churn, generate advocacy, manage partner relationships, simplify app development and much more. Like Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more Action Plans in Partner Communities Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital Read more Cooking with Salesforce Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce Read more

Read More
November 10, 2023in Salesforce Experience Cloud
Transforming Healthcare with Salesforce CRM For healthcare providers, adopting a CRM platform like Salesforce Health Cloud is invaluable for managing vast amounts of patient data effectively. Health Cloud empowers healthcare professionals to create personalized, one-to-one patient journeys, enabling a deep understanding of each patient’s needs, medical history, and preferences. This approach not only fosters a patient-friendly experience but also builds a strong rapport, ensuring that patients feel valued and understood. Health Cloud also facilitates seamless collaboration among healthcare providers across different departments. When patients require support from multiple professionals, the platform ensures coordinated, comprehensive care that considers their complete medical history. This collaborative approach strengthens patient trust and streamlines operations, demonstrating a provider’s commitment to patient-centered care. As healthcare organizations strive to meet rising patient expectations, Salesforce is at the forefront of driving transformative changes. Leveraging Salesforce cloud solutions allows providers to manage patient data efficiently, deliver higher-quality care, and turn industry challenges into opportunities for improvement. Salesforce CRM has significantly boosted patient engagement and satisfaction within the healthcare sector. By automating repetitive, manual tasks, Salesforce CRM enables healthcare professionals to devote more time to patient care. Tools like Patient Management Software
09Nov

Salesforce for Healthcare Explained

Transforming Healthcare with Salesforce CRM For healthcare providers, adopting a CRM platform like Salesforce Health Cloud is invaluable for managing vast amounts of patient data effectively. Health Cloud empowers healthcare professionals to create personalized, one-to-one patient journeys, enabling a deep understanding of each patient’s needs, medical history, and preferences. This approach not only fosters a patient-friendly experience but also builds a strong rapport, ensuring that patients feel valued and understood. Health Cloud also facilitates seamless collaboration among healthcare providers across different departments. When patients require support from multiple professionals, the platform ensures coordinated, comprehensive care that considers their complete medical history. This collaborative approach strengthens patient trust and streamlines operations, demonstrating a provider’s commitment to patient-centered care. As healthcare organizations strive to meet rising patient expectations, Salesforce is at the forefront of driving transformative changes. Leveraging Salesforce cloud solutions allows providers to manage patient data efficiently, deliver higher-quality care, and turn industry challenges into opportunities for improvement. Salesforce CRM has significantly boosted patient engagement and satisfaction within the healthcare sector. By automating repetitive, manual tasks, Salesforce CRM enables healthcare professionals to devote more time to patient care. Tools like Patient Management Software foster innovation and address the evolving needs of healthcare. Organizations using Salesforce CRM can build stronger connections with patients, delivering personalized healthcare experiences that drive engagement. Leading healthcare companies, including Amgen Inc. and Aetna Inc., use Salesforce CRM to enhance patient interactions and improve healthcare delivery. Customizing Salesforce CRM provides access to detailed, up-to-date information on healthcare professionals, allowing organizations to target sales campaigns effectively and build relationships with key decision-makers in the industry. 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

Read More
November 9, 2023in Data, Life Sciences Cloud, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
Salesforce Tableau Pulse
09Nov

Examples of Tableau Pulse Value

Tableau Pulse simplifies data exploration and visualization. We currently live in a powerful analytics era, marked by transformative technologies such as generative AI, the Internet of Things (IoT), and automation. Tableau Pulse Value is reshaping the analytics landscape. At the core of these technologies lies data, and the way we interact with it is undergoing significant and constant changes. The swift evolution of these technologies presents a magical moment for businesses and organizations globally—a moment of decisive action.  To remain competitive and foster robust customer relationships, businesses must embrace data-driven decision-making. The performance gap between entities adept at leveraging data and those that lag behind is set to expand exponentially. Businesses unable to harness the power of their data risk falling behind, and the pace of this shift may be more rapid than anticipated. Exclusively available for Tableau Cloud users, Tableau Pulse harnesses the capabilities of Tableau AI to present data in ways that are more personalized, contextual, and intelligent. Tableau Pulse introduces the capabilities of a Metrics Layer, or headless BI, to Tableau’s platform, allowing the definition of metrics and KPIs once for universal use within the organization. This not only streamlines the work of analysts but also guarantees that teams adhere to consistent, trusted figures from a singular source of truth. Sitting Atop the Metrics Layer: Atop the Metrics Layer, an Insights platform operates as a statistical service that automatically generates insights based on the defined Metrics. These insights are ranked and presented in natural language using generative AI. The service also facilitates user interaction with insights, offering guided follow-up questions that surface proactively and align with the context of the data. Tableau Pulse goes further by delivering Next-Gen Experiences, presenting data through intuitive, user-friendly metrics directly integrated into users’ workflow in platforms like Slack, email, Tableau web app, and more. This approach allows for swift scalability across the business as users explore, follow, and share pertinent metrics akin to social media content. Generative AI-powered insight summaries assist users in focusing on key data highlights, ensuring the identification of important patterns, trends, outliers, and data changes. Generative AI plays a crucial role in enhancing each layer of Tableau Pulse, making it more accessible for users to discover relevant metrics, create new metrics, comprehend insights, pose questions, perform root cause analysis, and connect data to real-world contexts. Tableau dashboards can be infused with real-world AI and machine learning with tools like Aible. Considering, Tableau Pulse makes data more accessible to everyone regardless of their expertise with data visualization tools. Tableau Pulse Use Cases: Here are instances illustrating how Tableau Pulse, powered by Tableau GPT, enhances intelligent data experiences: Example 1: Service Leader A service leader receives a digest of metrics they monitor, providing relevant insights to stay informed about their business’s performance. Tableau Pulse alerts the leader to an unusual decrease in their team’s CSAT score, identifying potential causes like a high volume of active tickets and extended response times. When the leader has inquiries, Tableau Pulse facilitates a quick and easy analysis, enabling them to delve into the situation. Subsequently, they can share these details with colleagues on Slack, fostering collaboration and prompt action. Example 2: Commerce Leader A commerce leader tracks metrics such as conversion rate, average order value, and customer lifetime value. Tableau GPT detects any deviations in these metrics, investigates the reasons for the changes, and suggests actionable steps for the leader. By running an analysis on the data, Tableau GPT presents comprehensive information visually, allowing the leader to make informed decisions and take necessary actions. Tableau Pulse Value Throughout 2024, Tableau will release additional features that will provide even more value to those using Tableau Pulse, including: Tableau business science is a new class of AI-powered analytics that brings data science capabilities to business domain experts. Using AI, machine learning, and other statistical methods to solve business problems has largely been the purview of data scientists. 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

Read More
November 9, 2023in Salesforce, Salesforce Tableau

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com