, Author at gettectonic.com
What is a CRM
11Apr

Customer Relationship Management

Salesforce has transformed the way businesses manage customer relationships, sales, and marketing. Its capabilities extend into the events industry, enabling seamless integration for event planning, marketing, sales, and attendee engagement. By leveraging Salesforce, event organizers can streamline lead management, automate marketing campaigns, track event performance, and enhance attendee experiences. This guide explores how Salesforce can optimize event success and drive higher ROI. Managing Leads with Salesforce Effective lead management is critical to maximizing event ROI. Salesforce offers powerful tools to streamline lead capture, scoring, nurturing, segmentation, and tracking—helping sales teams convert attendees into customers. Seamless Lead Capture Salesforce integrates with event registration forms, mobile apps, and onsite check-in systems to: A centralized approach provides a 360-degree view of each attendee, empowering sales and marketing teams to act strategically. AI-Powered Lead Scoring Salesforce’s AI-driven lead scoring prioritizes leads by tracking: This data-driven approach helps sales teams focus on the most promising leads for personalized follow-ups. Automated Lead Nurturing Salesforce automation tools keep leads engaged post-event through: Advanced Lead Segmentation Salesforce enables lead categorization for targeted outreach: Tracking Sales Opportunities with Salesforce Beyond lead management, Salesforce empowers event teams with tools to monitor revenue-generating opportunities, such as ticket sales, sponsorship deals, and exhibitor partnerships. Comprehensive Opportunity Management Salesforce enables tracking of every stage of the sales process, including: Real-Time Sales Pipeline Visibility Salesforce’s pipeline management tools allow teams to: Customizable Sales Reporting Salesforce reporting capabilities help event organizers: Automating Event Marketing Tasks with Salesforce Marketing automation is key to scaling outreach, enhancing engagement, and driving conversions. Salesforce provides tools that streamline marketing efforts, personalize communication, and measure campaign success. Email Marketing Automation Salesforce automates email campaigns to ensure timely communication: Social Media Integration & Management Salesforce allows teams to manage and track social media engagement from one platform: Integrating Salesforce with Event Technology Seamless integration between Salesforce and event technology centralizes data, improves efficiency, and enhances engagement. Event Management Platform Integration Salesforce integrates with platforms like Cvent, Bizzabo, and Eventbrite to enable: Mobile Event Apps & On-Site Engagement Tools Syncing Salesforce with mobile event apps provides real-time insights and tracking: Marketing Automation Tool Integrations Salesforce enhances marketing efficiency by integrating with platforms like HubSpot, Marketo, and Pardot: Reporting and Analytics: Unlocking Actionable Insights Salesforce provides robust analytics to help organizers measure performance, optimize strategies, and maximize ROI. Customizable Reports for Event Insights Salesforce enables comprehensive reporting on: ROI Analysis for Strategic Planning Salesforce’s ROI analysis tools help organizers: Best Practices for Using Salesforce for Events To maximize Salesforce’s value in event management, organizations should adopt best practices: 1. Data Hygiene: Keeping Information Accurate 2. Training & Adoption: Empowering Teams 3. Customization: Tailoring Salesforce for Event Needs 4. Integration Strategy: Creating a Unified Event Tech Ecosystem By implementing these best practices, organizations can fully leverage Salesforce to enhance event success, improve attendee engagement, and drive higher ROI. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 11, 2025in Data, Marketing Automation, Salesforce, Technology0 Comments
Salesforce Essentials and Salesforce Professional
09Apr

Benefits of Salesforce Essentials for Small Businesses

Salesforce Essentials: A Game-Changer for Small Businesses Salesforce is a leading force in the Customer Relationship Management (CRM) industry, offering scalable solutions tailored to businesses of all sizes. While global enterprises like Amazon, Accenture, Adidas, and American Express leverage its capabilities, Salesforce also caters to small businesses with Salesforce Essentials. Launched in 2017, this cloud-based CRM simplifies customer relationship management for small teams without the complexity and cost of enterprise-level solutions. What Is Salesforce Essentials? Salesforce Essentials is a streamlined CRM designed for small businesses with fewer than 10 users. It provides core features such as lead management, sales tracking, customer support, and business analytics. With an intuitive interface and cost-effective pricing, Essentials enables small businesses to leverage Salesforce’s powerful CRM tools without being overwhelmed by extensive configurations. With a cloud-first approach, Salesforce Essentials centralizes customer data on a single platform, enhancing efficiency, boosting productivity, and improving customer interactions. Who Should Use Salesforce Essentials? Salesforce Essentials is ideal for small businesses seeking a straightforward, affordable CRM to manage customer relationships, track sales, and provide support—without the complexities of traditional CRM systems. If your business currently relies on spreadsheets or disparate tools to manage customer data, Essentials offers a more organized and integrated solution. Designed for teams of up to 10 users, it is an excellent starting point for small businesses looking to scale their CRM capabilities as they grow. Key Features of Salesforce Essentials 1. Comprehensive CRM Capabilities Salesforce Essentials consolidates sales tracking, customer inquiries, and support into a single interface. This holistic approach ensures small businesses can manage customer data efficiently as they expand. 2. AI-Driven Automation Essentials includes Einstein Activity Capture, which automatically records emails, meetings, and calendar events. This eliminates manual data entry and allows teams to focus on strategic tasks. AI-driven insights further enhance customer relationship management and sales forecasting. 3. User-Friendly Interface The platform features an intuitive dashboard that provides real-time updates, task lists, and customizable views. The drag-and-drop interface simplifies navigation, reducing the learning curve for small business teams. 4. Personalized Setup Salesforce Essentials offers guided setup tailored to business needs, whether managing contacts, streamlining sales cycles, or improving customer support. 5. Third-Party Integrations While not all Salesforce AppExchange apps are compatible, Essentials supports key third-party integrations, enabling small businesses to sync data across multiple platforms seamlessly. Benefits of Salesforce Essentials for Small Businesses 1. Data Synchronization Salesforce Essentials allows businesses to import and sync data from spreadsheets, emails, and other sources. Einstein Activity Capture automates data collection, ensuring accurate and up-to-date records. 2. Affordability Priced at per user per month, Salesforce Essentials is a cost-effective CRM solution with essential features typically found in more expensive systems. 3. Scalability Though initially designed for small teams, Essentials facilitates a smooth transition to more advanced Salesforce solutions as business needs evolve. 4. Mobile Accessibility With a mobile app, Salesforce Essentials enables small businesses to manage customer relationships anytime, anywhere. 5. Training and Support Salesforce offers extensive learning resources through Trailhead, in-app tutorials, and an installation assistant, helping small businesses maximize their CRM investment. Pricing and Getting Started Salesforce Essentials starts at $25 per user per month, making it an accessible upgrade from spreadsheets or less sophisticated CRM tools. For businesses requiring advanced features, Salesforce provides higher-tier plans such as Sales Professional and Service Professional, both starting at $75 per user per month. To get started, businesses can explore a pre-built demo with dummy data before importing their own customer information. Integration with Google or Outlook ensures seamless email and calendar synchronization. With mobile access and a scalable framework, Salesforce Essentials is a strategic investment for small businesses aiming for growth. Conclusion Salesforce Essentials is a powerful yet affordable CRM tailored for small businesses. It offers an intuitive interface, automation tools, and seamless scalability to support growing teams. By adopting Salesforce Essentials, small businesses can enhance efficiency, strengthen customer relationships, and position themselves for long-term success. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 9, 2025in Data, Enterprise, Google, Salesforce0 Comments
Marketing Intelligence Ad Management
09Apr

Marketing Intelligence Ad Management

Marketing intelligence and ad management involve gathering, analyzing, and interpreting data to understand market trends, competitor activities, and consumer behavior, enabling businesses to make informed decisions and optimize their advertising campaigns.  What is Marketing Intelligence? How Marketing Intelligence Helps with Ad Management Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 9, 2025in Data, Google, Marketing Intelligence0 Comments
time series artificial intelligence
07Apr

Revolutionizing Time Series AI

Revolutionizing Time Series AI: Salesforce’s Synthetic Data Breakthrough for Foundation Models Revolutionizing Time Series AI. Time series analysis is hindered by critical challenges in data availability, quality, and diversity—key factors in building powerful foundation models. Real-world datasets often suffer from regulatory constraints, inherent biases, inconsistent quality, and a lack of paired textual annotations, making it difficult to develop robust Time Series Foundation Models (TSFMs) and Time Series Large Language Models (TSLLMs). These limitations stifle progress in forecasting, classification, anomaly detection, reasoning, and captioning, restricting AI’s full potential. To tackle these obstacles, Salesforce AI Research has pioneered an innovative approach: leveraging synthetic data to enhance TSFMs and TSLLMs. Their groundbreaking study, “Empowering Time Series Analysis with Synthetic Data,” introduces a strategic framework for using synthetic data to refine model training, evaluation, and fine-tuning—while mitigating biases, expanding dataset diversity, and enriching contextual understanding. This approach is particularly transformative in regulated sectors like healthcare and finance, where real-world data sharing is heavily restricted. The Science Behind Synthetic Data Generation Salesforce’s methodology employs advanced synthetic data generation techniques tailored to replicate real-world time series dynamics, including trends, seasonality, and noise patterns. Key innovations include: These methods enable controlled yet highly varied data generation, capturing a broad spectrum of time series behaviors essential for robust model training. Proven Benefits: How Synthetic Data Supercharges Model Performance Salesforce’s research reveals significant performance gains from synthetic data across multiple stages of AI development: ✅ Pretraining Boost – Models like ForecastPFN, Mamba4Cast, and TimesFM showed marked improvements when pretrained on synthetic data. ForecastPFN, for instance, excelled in zero-shot forecasting after full synthetic pretraining. ✅ Optimal Data Blending – Chronos found peak performance by mixing 10% synthetic data with real-world datasets, beyond which excessive synthetic data could reduce diversity and effectiveness. ✅ Enhanced Evaluation – Synthetic data allowed precise assessment of model capabilities, uncovering hidden biases and gaps. For example, Moment used synthetic sinusoidal waves to analyze embedding sensitivity and trend detection accuracy. Future Directions: Overcoming Limitations While synthetic data offers immense promise, Salesforce identifies key areas for improvement: 🔹 Systematic Integration – Developing structured frameworks to strategically fill gaps in real-world datasets.🔹 Beyond Statistical Methods – Exploring diffusion models and other generative AI techniques for richer, more realistic synthetic data.🔹 Fine-Tuning Potential – Leveraging synthetic data adaptively to address domain-specific weaknesses during fine-tuning. The Path Forward Salesforce AI Research demonstrates that synthetic data is a game-changer for time series analysis, enabling stronger generalization, reduced bias, and superior performance across AI tasks. While challenges like realism and alignment remain, the future is bright—advancements in generative AI, human-in-the-loop refinement, and systematic gap-filling will further propel the reliability and applicability of time series models. By embracing synthetic data, Salesforce is laying the foundation for the next generation of AI-driven time series innovation—ushering in a new era of accuracy, adaptability, and intelligence. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 7, 2025in Data, Generative AI, Salesforce0 Comments
Sending Emails Through Salesforce
07Apr

Are Email Open Rates the Key to Success

Are Email Open Rates the Key to Success? Myth or Truth? Email marketing remains a cornerstone for digital marketers aiming to generate leads. Many believe that higher email open rates directly correlate with better campaign performance, while others argue that email marketing alone isn’t enough to drive conversions. The truth? Open rates matter—but only when paired with the right strategy and technology. This guide explores why email open rates are important, how they impact lead generation, and how Salesforce tools like Marketing Cloud and Agentforce can help optimize email marketing efforts. Why Email Open Rates Matter Email open rates serve as an early indicator of campaign success. When recipients open an email, it signals interest and engagement, which can lead to conversions. According to a 2023 Statista report, email open rates vary widely: While open rates are a useful metric, they shouldn’t be the sole measure of success. Instead, they should be analyzed alongside click-through rates (CTR) and conversion rates to get a full picture of campaign performance. The Challenges of Low Email Open Rates Many businesses struggle with low open rates due to several factors: To overcome these challenges, businesses must segment their audience, personalize messaging, and automate workflows—which is where Salesforce excels. Boosting Email Open Rates with Salesforce Salesforce, a leader in CRM solutions, offers powerful tools like Marketing Cloud and Agentforce to optimize email marketing. Here’s how: 1. Advanced Segmentation for Higher Open Rates Segmenting your email list ensures that your messages reach the right audience. Salesforce enables businesses to group recipients based on: 2. Personalization with AI-Powered Recommendations Generic emails no longer cut it. With AI-driven insights, Salesforce allows businesses to: 3. Automated Email Workflows for Efficiency Automation helps marketers reach audiences at the right time with minimal effort. Using Salesforce Agentforce, businesses can: 4. Data-Driven Insights for Continuous Improvement Salesforce’s analytics tools provide real-time performance tracking, including: 5. Integration with Other Salesforce Tools Email marketing works best when integrated with CRM data and sales pipelines. Salesforce enables: Are Email Open Rates the Ultimate Metric? While email open rates matter, they are just one piece of the puzzle. When combined with CTR, conversion rates, and AI-driven automation, businesses can refine their strategy and generate more leads. By leveraging Salesforce Marketing Cloud and Agentforce, companies can optimize segmentation, personalization, and automation—ensuring that their email marketing campaigns not only get opened but also convert. Ready to boost your email marketing performance? Explore Salesforce solutions today. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 7, 2025in Data, Salesforce, Salesforce Marketing Cloud, Technology0 Comments
July Changes to Marketing Cloud
03Apr

Benefits of Salesforce Marketing Cloud

Make every moment count across the entire customer relationship Fuel creativity with data-driven answersUnlock efficiency with AI-powered campaignsRedefine the limits of personalization at scaleAsk your trusted first-party data any question about your customers, past content, future campaigns, ROI, you name it, and get an answer instantly.Save countless hours on everything from writing campaign briefs, to creating segments and content, to optimizing performance, with AI infused across the entire campaign lifecycle.And actually scale 1:1 personalization with the combination of AI-powered content creation and recommendations based on real-time customer profiles. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 3, 2025in Data, Salesforce, Salesforce Marketing Cloud0 Comments
ai model race
01Apr

AI Model Race Intensifies

AI Model Race Intensifies as OpenAI, Google, and DeepSeek Roll Out New Releases The generative AI competition is heating up as major players like OpenAI, Google, and DeepSeek rapidly release upgraded models. However, enterprises are shifting focus from incremental model improvements to agentic AI—systems that autonomously perform complex tasks. Three Major Releases in 24 Hours This week saw a flurry of AI advancements: Competition Over Innovation? While the rapid releases highlight the breakneck pace of AI development, some analysts see diminishing differentiation between models. The Future: Agentic AI & Real-World Use Cases As model fatigue sets in, businesses are focusing on domain-specific AI applications that deliver measurable ROI. The AI race continues, but the real winners will be those who translate cutting-edge models into practical, agent-driven solutions. Key Takeaways:✔ DeepSeek’s open-source V3 pressures rivals to embrace transparency.✔ GPT-4o’s hyper-realistic images raise deepfake concerns.✔ Gemini 2.5 focuses on structured reasoning for complex tasks.✔ Agentic AI, not just model upgrades, is the next enterprise priority. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 1, 2025in Agentic AI, Enterprise, Generative AI, Google0 Comments
Sending Emails Through Salesforce
28Mar

Building Trust and Consistency in Email Marketing

Maintain Consistency Consistency in email volume and frequency is essential for a strong email marketing program. Once your IP addresses are warmed up, internet service providers (ISPs) expect regular sending patterns from each IP. Sudden spikes or dips in sending activity can impact your deliverability and sender reputation. Implement Email Authentication Email authentication ensures that emails sent from your business are genuinely from you, protecting your reputation from spammers attempting to impersonate your organization. Your email service provider can help set up authentication protocols such as: These systems prevent unauthorized senders from misusing your domain and enhance email security. Monitor Your Sending Practices Take ownership of your email deliverability by tracking key metrics: Regularly reviewing these insights helps you avoid common mistakes and optimize email performance. Demonstrate Customer Care Email marketing isn’t just about promotion—it’s a channel for building meaningful relationships with your audience. Show empathy by addressing customer concerns and providing valuable resources when they need them most. According to Salesforce Research’s State of the Connected Customer report, most customers appreciate having a spam filter. This underscores the importance of maintaining trust and relevance in your email strategy. Key Strategies to Build Trust with Email Recipients ✅ Deliver Valuable Content Ensure your emails provide useful information, industry insights, or practical solutions tailored to your audience’s needs. ✅ Personalize Your Messages Leverage recipient names, past interactions, and behavioral data to create personalized, relevant content that fosters engagement. ✅ Be Transparent Clearly communicate why you’re reaching out, how you use subscriber data, and avoid misleading tactics that can erode trust. ✅ Maintain Consistency Send emails at predictable intervals with a consistent brand voice and design to establish familiarity. ✅ Craft Clear Subject Lines Use concise, descriptive subject lines that accurately reflect the email’s content to improve open rates. ✅ Make Unsubscribing Easy Provide a simple opt-out option to respect user preferences and maintain a clean, engaged email list. ✅ Engage with Your Audience Encourage two-way communication by responding to replies, gathering feedback, and incorporating customer suggestions where applicable. ✅ Leverage Social Proof Include testimonials, customer reviews, or industry recognitions to build credibility and reinforce trust. ✅ Respect Privacy Regulations Comply with data protection laws and clearly communicate how you handle subscriber information. ✅ Use a Professional Email Address Send emails from a recognizable domain-based address rather than generic or free email providers. Common Email Marketing Mistakes to Avoid ❌ Overly Sales-Driven Content – Prioritize value and relationship-building over aggressive sales pitches. ❌ Spammy Tactics – Avoid misleading subject lines, excessive punctuation, and overly promotional language. ❌ Poor Email Design – Ensure emails are visually appealing, easy to read, and mobile-friendly. ❌ Outdated Email Lists – Regularly clean your subscriber list to remove inactive addresses and improve deliverability. By following these best practices, you can build stronger relationships with your audience, improve email engagement, and maintain a positive sender reputation. By Tectonic Marketing Opps Director, Shannan Hearne 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 28, 2025in Data, Laws, Salesforce0 Comments
Salesforce’s Marketing Intelligence
25Mar

Salesforce’s Marketing Intelligence

Introducing Salesforce’s Marketing Intelligence: The Future of Marketing Analytics For the past dozen years, many marketers have been enamored with a powerful marketing analytics tool—Datorama, now known as Salesforce Marketing Cloud Intelligence (MCI). Regarded as one of the most seamless solutions for unifying data across multiple sources, MCI was built by marketers for marketers. It enables users to effortlessly combine data, generate reports, and build dashboards using plain language and pre-built data models. Whether for simple smart-lens dashboards or complex automated reporting triggered by specific events, MCI has been a game-changer. To the delight of marketers everywhere, Salesforce announced on March 18, 2025, a new evolution of the tool: Marketing Intelligence (MI). Built on the Salesforce Platform, MI takes the best of MCI and integrates it with Data Cloud’s unified architecture while introducing agentic AI features that deliver actionable, conversational insights. So, without further ado, let’s explore this exciting new tool. What Is Marketing Intelligence? Marketing Intelligence (MI) is a new Salesforce application designed to simplify marketing data management, deliver trustworthy insights, and maximize marketing ROI. Built on Data Cloud and deeply connected to the Salesforce ecosystem, MI is fully extensible—equipping marketers with everything they need to create powerful, meaningful dashboards with minimal effort. Data Cloud for Marketers, Made Easy One of the standout features of MCI has always been its AI-powered data mapping, which auto-populates based on past usage and logical predictions. Additionally, many APIs come with prebuilt models, reducing the need for manual configuration. These capabilities have helped marketers transition smoothly into data modeling and dashboarding without requiring deep technical expertise. Happily, MI retains and enhances these features. Users can upload a TotalConnect file (a flat file of their choice) or connect via API—with options like Google Ads available at launch and more integrations coming soon. Selecting a connection like Google Ads pulls in formatted data, ready for quick mapping, allowing users to build dashboards in just three clicks. Clean, Intuitive Dashboards MI’s dashboards are sleek, fast-loading, and prebuilt—yet fully customizable. A major upgrade over MCI is the inclusion of generative AI summaries, which analyze campaigns and highlight what’s working (and what isn’t). This feature represents the future of dashboarding: not just displaying data trends but explaining them in plain language and suggesting next steps. Marketers can even ask their AI agent to take action based on these insights, streamlining optimization like never before. This functionality is particularly valuable in large implementations where different users extract different insights from the same dashboard. Instead of manually interpreting data, marketers can now ask their AI agent for recommendations—saving time and reducing guesswork. Harmonized Data Across Channels The core goal of any marketing analytics tool—whether Data Cloud, MCI, or MI—is to unify cross-channel data into actionable insights. Beyond standardized API mapping, MI harmonizes fields across datasets and uses a semantic model to logically connect data (e.g., aligning campaign names across paid media, CRM, and other tools—even when naming conventions differ). For Existing MCI Users: What’s New? Many longtime MCI users may wonder: Can a new version really live up to the original? The answer? Absolutely. Here’s why: 1. Normalization, Simplified In MCI, joining messy and clean data often requires manual effort—using formulas or restructuring campaigns. MI changes that. With Einstein AI-powered normalization, users can automatically standardize data without manual adjustments, making cross-channel reporting smoother than ever. 2. Semantic Modeling Flexibility While MCI offers prebuilt data models, MI introduces semantic modeling, allowing users to define custom relationships across datasets. This means greater flexibility in structuring data, adding fields, and evolving models as business needs change—all while maintaining seamless integration with Salesforce objects. 3. ROI & Attribution, Supercharged The best MCI implementations tie cost/engagement data to real ROI. MI takes this further by integrating with Sales Cloud objects, enabling clearer ROI visualization. Additionally, attribution modeling is now more robust, with support for first- and last-touch attribution—helping marketers validate performance and optimize spend. For New Users: Why Choose MI? 1. Best-in-Class Data Harmonization MCI has long been the gold standard for unifying marketing data. Now, MI enhances this with Data Cloud integration, AI normalization, and three-click setup—making it the ultimate solution for marketers. 2. Smarter, Faster Visualizations While MCI offers strong visualization options, MI improves on two key pain points: 3. Unmatched Customization Want to dynamically rename campaigns, merge traffic sources, or filter data based on custom logic? MI makes it possible with pattern extraction, semantic-layer calculated fields, and Einstein normalization—giving marketers unprecedented control. A New Era for Marketing Analytics Marketing Intelligence launched on March 18, 2025 (requiring Data Cloud and MI licenses). Marketers eager to explore this next-generation tool should contact their Salesforce account executive. MI represents a leap forward in intelligent dashboarding, streamlining marketing data in ways MCI only hinted at. For data-driven marketers, the future is here—and it’s more powerful than ever. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 25, 2025in Agentic AI, Data, Generative AI, Google, Marketing Intelligence, Salesforce, Salesforce Marketing Cloud0 Comments
B2B Customer Service with Agentforce
24Mar

Agents are the Future of Customer Engagement

Agentic Customer Engagement is Here There was a time when customer service meant going into a brick and mortar building and talking to a person face to face. It was time consuming and did not guarantee a solution. The mail order business brought on the need for the 800 number to contact a merchant. The dot com boom brought customer engagement opportunities directly to our homes. Ios and Android apps brought customer engagement to our fingertips. Yet we still were dependent upon the availability of humans or at least chatbots. Customer service often repressed customer engagement, not enhanced it. Agents, like Salesforce Agentforce, brought 24 7 customer engagement to us no matter where we are, when it is, or how complicated our issue is. And agents improved customer service! What’s next? Robots and drones who deliver our items and answer our questions? Who knows. AI bots are transforming client relationships and customer service. To achieve unparalleled efficiency, these intelligent systems plan and automate difficult activities, make deft decisions, and blend in seamlessly with current workflows. Yes, it’s widely believed that AI agents will play a crucial role in the future of customer engagement, offering personalized, efficient, and consistent experiences across various channels.  Here’s why AI agents are poised to be a key driver in customer engagement: AI agents are becoming smarter every day, using machine learning and natural language processing to predict customer needs, handle complex queries with empathy and offer real-time, personalized assistance. How AI Agents Are Redefining Customer Engagement Marketing is undergoing a seismic transformation. Tectonic shift, if you will. The past decade was dominated by complex tech stacks and data integration—now, AI is shifting the focus back to what truly matters: crafting impactful content and campaigns. Welcome to the era of agentic customer engagement and marketing. The Rise of Marketing Agents Unlike traditional customer service agents handling one-to-one interactions, marketing agents amplify human expertise to engage audiences at scale—whether targeting broad segments or hyper-personalized personas. They ensure consistent, high-quality messaging across every channel while automating the intricate backend work of delivering the right content to the right customer at the right time. This shift is powered by rapid AI advancements: How Agentic Engagement Amplifies Marketing Marketing agents don’t replace human creativity—they extend it. Once strategists set guidelines, approve messaging, and define brand voice, agents execute with precision across channels. At Typeface, for example, AI securely learns brand tones and styles to generate on-brand imagery, text, and videos—ensuring every asset aligns with the company’s identity. Key Capabilities of Marketing Agents The Human-Agent Partnership AI agents don’t replace marketers—they empower them. Humans bring creativity, emotional intelligence, and strategic decision-making; agents handle execution, data processing, and scalability. Marketers will evolve into “agent wranglers”, setting objectives, monitoring performance, and ensuring alignment with business goals. Meanwhile, agents will work in interconnected ecosystems—where a content agent’s blog post triggers a social agent’s promotion, while a performance agent optimizes distribution, and a brand agent tracks reception. Preparing for the Agent Era To stay ahead, businesses should:✅ Start small, think big – Pilot agents in low-risk areas before scaling.✅ Train teams – Ensure marketers understand agent management.✅ Build governance frameworks – Define oversight and intervention protocols.✅ Strengthen data infrastructure – Clean, structured data fuels agent effectiveness.✅ Maintain human oversight – Regularly audit agent outputs for quality and alignment. Work with a Salesforce partner like Tectonic to prepare for the Agent Era. The Future is Agentic The age of AI-driven marketing isn’t coming—it’s here. Companies that embrace agentic engagement will unlock unprecedented efficiency, personalization, and impact. The question isn’t if you’ll adopt AI agents—it’s how soon. Ready to accelerate your strategy? Discover how Agentforce (Salesforce’s agentic layer) can cut deployment time by 16x while boosting accuracy by 70%. The future of marketing isn’t just automated—it’s autonomous, adaptive, and agentic. Are you prepared? The Future of Customer Experience: AI-Driven Efficiency and Innovation Businesses have long understood the connection between operational efficiency and superior customer experience (CX). However, the rapid advancement of AI-powered technologies, including next-generation hardware and virtual agents, is transforming this connection into a measurable driver of value creation. Increasingly well-documented use cases for generative AI (GenAI) demonstrate that companies can simultaneously deliver a vastly superior customer experience at a significantly lower cost-to-serve, resulting in substantial financial gains. From Customer Journeys to Autonomous Customer Missions To achieve this ideal balance, companies are shifting from traditional customer journeys—where users actively manage their own experiences via apps—to a more comprehensive approach driven by trusted autonomous agents. These agents are designed to complete specific tasks with minimal human involvement, creating an entirely new paradigm for customer engagement. While early implementations may be rudimentary, the convergence of hardware and AI will lead to sophisticated, seamless experiences far beyond current capabilities. AI-Enabled Internal and External Transformation AI is already driving transformation both internally and externally. Internally, it streamlines processes, enhances employee experiences, and significantly boosts productivity. In customer service operations, for example, GenAI has driven productivity improvements of 15% to 30%, with some companies targeting up to 80% efficiency gains. Externally, AI is reshaping customer interactions, making them more personalized, efficient, and intuitive. Virtual co-pilots assist customers by answering inquiries, processing returns, and curating tailored offers—freeing human employees to focus on complex issues that require nuanced decision-making. Linking Operational Efficiency to Customer Experience Leading organizations are demonstrating how AI-driven efficiencies translate into enhanced CX. Despite these gains, companies must raise the bar even further to fully capitalize on AI’s potential. The convergence of next-generation hardware with AI-driven automation presents an unprecedented opportunity to redefine customer engagement. From App-Driven Experiences to Autonomous Agents At Dreamforce 2024, Salesforce CEO Marc Benioff highlighted that service employees waste over 40% of their time on repetitive, low-value tasks. Similarly, customers face friction in making significant purchases or planning events. Google research indicates that travelers may engage in over 700 digital touchpoints when planning a trip—a fragmented and often frustrating experience. Imagine instead a network of proprietary and third-party agents seamlessly executing customer missions—such as purchasing a car or planning a vacation—without requiring constant user input. These AI agents

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March 24, 2025in Agentforce Platform, Agentic AI, Data, Generative AI, Google, Salesforce0 Comments
agetnforce for nonprofits
21Mar

Agentforce is 16x Faster and 75% More Accurate Than DIY

You are 2x more likely to launch your agents when working with a Salesforce partner, like Tectonic. Agentic AI is creating a digitial labor revolution. Human-only Workforce: Humans with Agents Your digital workforce requires more than a large language model. Data Apps Agents When you can bring all these tools together in a big, trusted, unified, and open platform you achieve: Adoption is the key to growth, and your Salesforce partner creates the unique unlock. Tectonic will set up a foundation for seamless integration of agents within your existing Salesforce ecosystem. We will professionally assess your agentic maturity and create a value proposition to keep you on track. Tectonic will help you innovate, protect, and grow. The steady state of priorities is innovate, protect, and optimize; as defined above. The crossroads you are at involve the new paradigm of AI Priorities. Where are you on the scale of Agentic Maturity: Reach out to Tectonic to determin your Agent Maturity and step up your game with AI Agents today. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 21, 2025in Agentic AI, Data, Enterprise, Salesforce0 Comments
data cloud and data silos
20Mar

Unify Your Data Silos

Unify Your Data Silos: Deliver Connected, Personalized Experiences 🔹 65% of customers expect businesses to tailor experiences to their evolving needs. (State of Data and Analytics Report, 2023) Have you ever received a marketing promotion for something you just bought? Or had to repeat your purchase history before getting help from customer service? These disjointed experiences frustrate customers and result from data silos that prevent a unified view of the customer journey. With enterprises using over 1,000 applications on average, data ecosystems are highly complex. Many businesses attempt to centralize data in lakes, warehouses, or lakehouses, yet 73% of enterprise data remains unused for analytics (Forrester). Why? Because much of this data stays locked in backend systems, failing to power the real-time applications and workflows that drive customer engagement and business success. Break Down Data Silos to Create Seamless Customer Experiences By unifying your data, you can personalize every interaction—from online reviews and service records to browsing history and purchases. And by securely activating this data within your CRM and AI-driven workflows, you can deliver smarter, faster, and more impactful customer experiences. Unlock Business Growth with Unified Data When your teams have access to a complete, real-time customer profile, they can turn insights into action across every touchpoint: ✅ Sales Teams receive real-time guidance during calls, offering tailored recommendations based on customer behavior.✅ Service Agents proactively address issues with instant alerts and AI-powered resolutions.✅ Marketers deliver personalized, cross-channel messaging, adapting dynamically to customer actions.✅ Retailers optimize shopping experiences by responding in real time to cart abandonment and browsing patterns.✅ IT Teams build real-time apps to detect fraud, assess economic trends, and enhance security. Checklist: Build a 360° View of Your Customer ✅ Basic Data: Demographics, job title, email, and IP address.✅ Interaction Data: Email opens, website visits, CTRs, customer service calls, and social media activity.✅ Behavioral & Attitudinal Data: Purchase history, order values, survey feedback, and online reviews. Turn Raw Data Into Actionable Insights with Data Cloud Data Cloud transforms fragmented data into a single, trusted source of truth, deeply integrated with the Salesforce Platform. It enables organizations to: ✔ Connect and unify all customer data without complex data pipelines.✔ Activate insights in real-time across sales, service, and marketing workflows.✔ Power trusted AI solutions using all enterprise data for better decision-making. See How Formula 1 Uses Data to Drive Fan Engagement 📺 Watch how F1 personalizes fan experiences “With over 500 million fans worldwide, we needed personalized journeys and always-on capabilities.”— Matthew Kemp, Senior CRM & Customer Operations Manager, F1 Checklist: Unite Your Data for Better Customer Experiences ✔ Make data easy to store, manage, and analyze from any source.✔ Think holistically about behavioral, interaction, and attitudinal data.✔ Use a platform that transforms raw data into actionable insights.✔ Audit your systems for data silos causing disconnected experiences.✔ Ensure data is accessible in everyday workflows with trusted solutions like Data Cloud. 📊 Data-driven businesses don’t just manage customer experiences—they revolutionize them. 🚀 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 20, 2025in Data, Enterprise, Salesforce Data Cloud0 Comments
Salesforce Marketing Intelligence
18Mar

Salesforce Marketing Intelligence

Introducing Marketing IntelligenceYour AI-powered marketing analytics solution built on the Salesforce Platform to enhance campaign performance and eliminate wasted spend. OverviewAccessing, harmonizing, and analyzing marketing data remains a highly manual and time-intensive process. Many marketers spend up to a week each month collecting, cleansing, and modeling data for reporting and analysis. As a result, nearly 41% of marketers’ time is consumed by repetitive tasks, leading to delayed performance reporting—when it’s too late to make optimizations that reduce waste and enhance customer value. Marketing Intelligence, our native Salesforce marketing analytics solution, addresses these challenges. Leveraging Data Cloud, Agentforce, Einstein AI, and Tableau Next, it continuously integrates, harmonizes, and transforms third-party marketing performance data into actionable insights—enabling marketers to optimize campaign spend and performance effortlessly. How Marketing Intelligence WorksMarketing Intelligence empowers marketers to seamlessly manage, analyze, and act on performance data—ensuring data-driven decisions that maximize ROI with minimal manual effort. Manage Your Data Marketing Intelligence automates data management with prebuilt connectors, AI-powered enrichment, and a marketing-specific semantic data model. Marketers can connect and harmonize performance data in just three clicks. See a full demo Understand Your Data Marketing Intelligence accelerates insights with out-of-the-box dashboards, built-in attribution reporting, and Agentforce-powered campaign optimization. Act on Your Data Leverage Agentforce to autonomously optimize campaigns around your business goals, 24/7. “We see potential with the future of Marketing Intelligence to drive faster results and deeper analysis by utilizing AI and Agentforce to enhance the platform’s analytical capabilities.”— Spike Therrien, Performance Marketing Lead, Land O’Lakes What’s NextWe’re expanding our unified data and Agentforce capabilities to provide a holistic view of marketing performance across paid, owned, and earned media—directly within the app. Upcoming enhancements include: Stay ahead of the curve with Marketing Intelligence—your AI-powered marketing analytics solution designed to drive efficiency and maximize campaign impact. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 18, 2025in Data, Google, Google Analytics, Marketing Intelligence, Salesforce0 Comments
AI Captivates the World
17Mar

AI vs Human Intelligence

Artificial Intelligence vs. Human Intelligence: Key Differences Explained Artificial intelligence (AI) often mimics human-like capabilities, but there are fundamental differences between natural human intelligence and artificial systems. While AI has made remarkable strides in replicating certain aspects of human cognition, it operates in ways that are distinct from how humans think, learn, and solve problems. Below, we explore three key areas where AI and human intelligence diverge. Defining Intelligence Human IntelligenceHuman intelligence is often described using terms like smartness, understanding, brainpower, reasoning, sharpness, and wisdom. These concepts reflect the complexity of human cognition, which has been debated for thousands of years. At its core, human intelligence is a biopsychological capacity to acquire, apply, and adapt knowledge and skills. It encompasses not only logical reasoning but also emotional understanding, creativity, and social interaction. Artificial IntelligenceAI refers to machines designed to perform tasks traditionally associated with human intelligence, such as learning, problem-solving, and decision-making. Over the past few decades, AI has advanced rapidly, particularly in areas like machine learning and generative AI. However, AI lacks the depth and breadth of human intelligence, operating instead through algorithms and data processing. Human Intelligence: What Humans Do Better Humans excel in areas that require empathy, judgment, intuition, and creativity. These qualities are deeply rooted in our evolution as social beings. For example: These capabilities make human intelligence uniquely suited for tasks that involve emotional connection, ethical decision-making, and creative thinking. Artificial Intelligence: What AI Does Better AI outperforms humans in several areas, particularly those involving data processing, pattern recognition, and speed: However, AI’s strengths are limited to the data it is trained on and the algorithms it uses, lacking the adaptability and contextual understanding of human intelligence. 3 Key Differences Between AI and Human Intelligence AI and Human Intelligence: Working Together The future lies in human-AI collaboration, where the strengths of both are leveraged to address complex challenges. For example: While some may find the idea of integrating AI into decision-making unsettling, the scale of global challenges—from climate change to healthcare—demands the combined power of human and artificial intelligence. By working together, humans and AI can amplify each other’s strengths while mitigating weaknesses. Conclusion AI and human intelligence are fundamentally different, each excelling in areas where the other falls short. Human intelligence is unparalleled in creativity, empathy, and ethical reasoning, while AI dominates in data processing, pattern recognition, and speed. The key to unlocking the full potential of AI lies in human-AI collaboration, where the unique strengths of both are harnessed to solve the world’s most pressing problems. As we move forward, this partnership will likely become not just beneficial but essential. 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 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 17, 2025in Artificial Intelligence, Data, Generative AI0 Comments

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