Marketing Automation Archives - gettectonic.com - Page 5
Channels and Tactics Redefine Customer Engagement
13May

Channels and Tactics Redefine Customer Engagement

In today’s digital era, data is the core of enterprises, transforming actionable insights from a secondary role to a mission-critical element. Channels and Tactics Redefine Customer Engagement for nearly everyone. Marketers are investing heavily in tools and technologies that unify data, enabling brands to create unique customer profiles, automate campaigns, and scale personalized strategies effectively. While customer relationship management (CRM) systems are widely popular, marketers use a variety of tools to maintain relationships throughout the customer lifecycle. Notably, 89% of B2B and B2B2C marketers utilize account-based marketing platforms to conduct targeted campaigns in collaboration with their sales and service teams. To meet the growing demand for data-driven, personalized, and scalable customer experiences, over half of marketers have adopted artificial intelligence (AI). Additionally, 90% use CRM systems, 89% employ account-based marketing platforms, and 62% leverage AI. Marketers are keenly aware of customer trends and are experimenting with new digital channels to connect with their audience. Chief Marketing Officers (CMOs) cite customer preferences and expectations as the primary drivers of digital strategy. Recognizing the dominance of streaming services in the media landscape, marketers are increasingly using TV and over-the-top (OTT) platforms to reach prospects and customers. Video remains a crucial component of the marketing mix, with both pre-produced and livestream videos gaining traction. As customers show a growing preference for online engagement, marketers are leveraging a wide range of interactive and user-generated content to satisfy this demand. Interactive content and livestream videos, in particular, have experienced the most significant annual growth. Channels and Tactics Redefine Customer Engagement and that is not likely to change any time soon. 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
May 13, 2023in Marketing Automation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Sales Cloud
Salesforce and Google Calendar
04Apr

8 Must-Have Google Calendar Integrations for Workflows

Google Calendar Integrations for Workflows Increase Your Sales Reps’ Productivity Your sales reps use Gmail and Google Calendar. And they use Salesforce. Isn’t it time reps use those applications together? According to McKinsey & Company, sales reps spend up to 28% of their day in email and calendars. That’s the case with sales reps Erin Donaghue and Lance Park, who work at an emerging solar company, Ursa Major Solar. It’s important for them to bring Salesforce data to the place where they spend so much of their time. When you integrate Gmail and Google Calendar with Salesforce, you help your reps spend less time entering data and switching between applications. You also help sales teams track important email conversations relevant to Salesforce records. These perks help your reps: Setting up the Gmail integration and Einstein Activity Capture isn’t difficult, but it does require some time. And if you don’t administer the Google account for your company, you can get that admin to work with you. Let’s review the productivity features that reps can use in their email when you add Inbox to the Gmail integration. The Things Reps Do With Inbox Features, Reps Can Schedule meetings with customers and prospects, often going back and forth trying to get something scheduled. Insert open time slots from their calendar directly in an email message. Recipients select which time works best for them, and the integration schedules the meeting. The suggested times update as a rep’s availability changes, even after they receive the email. Wonder whether the email reps sent was ever opened, or whether it’s too soon to follow up. See when customers open an email and whether they clicked any links inserted in the email. Reps know with certainty when their customers engaged with what they sent. Type the same phrases again and again when promoting your company’s products and services. Create shortcuts for the phrases they use most and easily add them to the body of their email messages. Reps say goodbye to potentially embarrassing typos and hello to saving time! Engage with customers and prospects at the best time. Draft an email message and send it when the customer is most likely online. Because timing is everything, reps can schedule when their customers receive the email, so that it makes the greatest impact for a potential sale. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more Marketing Automation Marketing automation is software tool that handles routine marketing tasks without the need for human action. Common marketing automation workflows Read more

Read More
April 4, 2023in Marketing Automation
Data Collection
13Mar

Marketing Cloud Personalization Explained

Marketing Cloud Personalization introduces an advanced level of customization for both you and your clients. By tracking customer interactions on your website, the system can adjust messaging on web pages and customize experiences based on the products and services that interest your customer. With Marketing Cloud Personalization (formerly Interaction Studio), visualize, track, and manage customer experiences with real-time interaction management. SMCP gives you the power to utilize the 4 P’s of marketing personalization. What are the 4 Ps of marketing personalization? The timeless 4 Ps of marketing—Product, Place, Price, and Promotion—remain relevant. To capitalize on contemporary capabilities, it’s essential to update strategies. A recent Infosys survey found that: While monitoring customer behavior for personalized experiences is not new, the ability to do it in real-time is. To bring this vision to life, rely on Marketing Cloud Personalization (formerly Salesforce Interaction Studio). Salesforce Marketing Cloud Personalization is a real-time personalization and interaction management solution, creating personalized experiences at crucial touch points throughout the customer journey. Marketing Cloud Personalization enables you to: Other beneficial reasons to implement Marketing Cloud Personalization include: Impact & Benefits Across Industries: Marketing Cloud Personalization captures data from every interaction, building unique customer profiles for known and unknown visitors. It supports web, mobile, and email campaigns, offering real-time personalization experiences and advanced features like triggered and server-side campaigns. Gears, Feeds, and Catalogs: 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
March 13, 2023in Marketing Automation, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Personalization
Salesforce Service Cloud Einstein
09Mar

Salesforce Service Cloud Einstein

Einstein for Service is a robust suite of time-saving Artificial Intelligence features designed to empower agents in delivering exceptional customer service experiences. Salesforce Service Cloud Einstein-learn more. Customer service has evolved from being a cost center to a growth driver, and leading companies are prioritizing customer service to increase brand loyalty. In Service Cloud Einstein, various AI technologies, such as Machine Learning (ML), deep learning, predictive analytics, Natural Language Processing (NLP), and smart data discovery, work collaboratively to enhance customer support, providing faster and better service. Salesforce Einstein, recognized as the world’s first “generative AI” built for CRM, seamlessly integrates into multiple Salesforce products, including Marketing Cloud, Sales Cloud, and Service Cloud. Sales Cloud incorporates Einstein in the form of eight essential tools: Salesforce Einstein, since its inception in 2016, has been at the forefront of CRM AI technology, delivering personalized and predictive experiences for enhanced professionalism. Salesforce Service Cloud is a CRM platform focused on providing service and support to business customers. It is an extension of the Sales Cloud product tailored for sales professionals. Service Cloud Einstein is utilized by notable companies like Thomson Reuters, Southern Glazer’s Wine and Spirits, Cisco, and Skillsoft. Service Cloud Einstein benefits businesses by providing efficient customer service, with Einstein GPT responding promptly to inquiries, offering precise responses, enhancing customer satisfaction, and reducing resolution time. Studies show that in the same time 3 customers could be serviced before Service Cloud Einstein, now ten can be taken care of. The difference between Einstein GPT and ChatGPT lies in their design, with Einstein GPT specifically tailored for Salesforce users and clouds, while ChatGPT is a more versatile model for general use. Einstein is available for free with Salesforce’s Developer Edition, providing access to most platform features for building and testing custom applications and integrations using Einstein. Salesforce Sales Cloud and Service Cloud differ in their focus, with Sales Cloud concentrating on sales processes, while Service Cloud centers around customer service and support. Einstein remains the overarching AI brand for Salesforce, present across the portfolio, including within Tableau. Einstein Discovery is available as part of Tableau CRM Plus or through Einstein Predictions. Are you ready to explore the power of Einstein in your Salesforce Service Cloud implementation?  Contact Tectonic today. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Content updated January 2024. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

Read More
March 9, 2023in Marketing Automation, Salesforce Einstein, Salesforce Service Cloud
Salesforce Marketing Cloud
02Mar

Download History and Storage Details for Marketing Cloud Automations and Data Extensions

Analyze automation health with automation history downloads in CSV files. Monitor marketing data usage by downloading extension storage details as a CSV file. Administrators can use reports to perform detailed data analysis or grant another user access to reports. Access Marketing Cloud automations and data extensions Marketing Cloud automations and data extensions Evaluate your automations over time by downloading your automation history as a CSV file. Improve automation health by reviewing each automation’s success rate and identifying automations with high skip or error counts. The CSV file lists automations that have run in the past 12 months. Automations that support Einstein, Intelligence Reports, and Data Cloud aren’t included. Individually run activities are also not included. How: From your top-level Enterprise 2.0 account, go to Setup and click Download Automation History. How: From your top-level Enterprise 2.0 account, go to Setup and click Download Storage Details. Improving Automation Health Here are some ways that you can improve automation health. 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
March 2, 2023in Marketing Automation, Salesforce Marketing Cloud
Salesforce Marketing Cloud Personalization
06Jan

Salesforce Marketing Cloud Personalization Studio Campaigns

Utilize Marketing Cloud Personalization (formerly known as Interaction Studio) to visualize, monitor, and govern customer experiences through real-time interaction management. Leverage personalized customer experiences to foster meaningful engagement at the perfect moment and in alignment with your audience’s preferences. Personalization amplifies the capabilities of Marketing Cloud Engagement by introducing expanded real-time personalization and various campaign options. Salesforce Marketing Cloud Personalization Studio Campaigns. Within the marketer’s realm, numerous campaigns span various categories. Apart from channels, Marketing Cloud Personalization (MCP) extends its support beyond web, accommodating mobile and email campaigns, along with triggered and server-side JavaScript (JS) campaigns. Salesforce Marketing Cloud Personalization Studio Campaigns Web Campaigns and Templates: Server-Side Campaigns: Triggered Campaigns: Open Time Email Campaigns: Mobile Campaigns: Content updated January 2024. Like Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more

Read More
January 6, 2023in Marketing Automation, Salesforce Marketing Cloud, Salesforce Personalization
Salesforce Data Cloud
12Sep

Data Spaces and Unified Profiles in Salesforce Data Cloud

Efficiently manage and safeguard your data by categorizing it based on brand, department, and region, enabling distinct business processes. Elevate customer interactions through personalized engagement. Facilitated by a comprehensive, unified customer view accessible to your team. Unified Profiles in Salesforce Data Cloud. In the realm of Data Cloud (formerly Salesforce Genie), a data space serves as a logical partition for organizing data. By fostering profile unification, insights, and targeted marketing. A Cloud Profile encompasses pertinent settings for the underlying cloud, including regions, Security Groups, and subnets. Multiple clusters can be deployed to a Cloud Profile over time. Thereby ensuring scalability and adaptability. Identity resolution, a core function of Customer Data Platforms (CDP), involves matching and consolidating disparate data sets. This enables you to pinpoint and link the same individual across various sources and devices. Unified data, represented by a unified data layer, signifies a company’s ability to amalgamate fragmented data sources. Turning them into a singular, central view. This view can manifest as a unified enterprise data lake or a virtual federation of distinct physical data stores. Salesforce distinguishes between CDP and DMP, recommending CDP for organized utilization of first-party data for diverse purposes and DMP for leveraging third-party audiences in digital advertising campaigns. Key considerations for Salesforce CDP implementations involve identifying required data, preparing it for ingestion, and establishing keys for seamless data organization. CDPs are versatile, allowing the combination of structured, unstructured, and semi-structured data. Data can come from various sources like email, social media, loyalty programs, ERP, CRM, and DMPs, facilitating the creation of a unified customer view. Unified Profiles in Salesforce Data Cloud A unified data model (UDM) offers benefits such as standardized storage of records from different vendors, simplified rule implementation, and vendor-agnostic rule application. Unified data is pivotal as it provides a singular source of truth for business operations. The result enabling informed decision-making. This is exemplified in a retail setting, where a unified data store analyzes sales, inventory, and customer data for enhanced product and service strategies. Create Unified Data Key steps to create a unified data model involve identifying data sources. Next is understanding data requirements, defining a standard schema, mapping and transforming data,. Then establishing data integration processes, implementing data governance, documenting the data model, and testing and iterating for continuous improvement. Data Cloud Data Cloud makes it easy for every business to make sense of all their data from any system, channel, or data stream. It integrates data from every step in the customer experience into a unified customer profile record. And that real-time customer profile can be used to instantly create an unprecedented level of personalization, which feels like magic. Everything in this unified customer profile record is visible and actionable across Salesforce’s entire suite of products, including all industry solutions. You can also build custom apps that take advantage of Data Cloud, allowing you to meet customer expectations for apps that reflect their behavior in real time. 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
September 12, 2022in Marketing Automation, Salesforce Data Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Sales Cloud
Salesforce Automation
17Aug

Salesforce Automation

In today’s fast-paced business landscape, efficiency reigns supreme, and the optimization of processes is paramount for success. Salesforce automation tools stand as indispensable allies in this pursuit, empowering businesses to automate repetitive tasks, eliminate errors, and liberate valuable time for employees to focus on mission-critical endeavors. From sales to marketing and customer service, Salesforce offers a comprehensive suite of automation tools designed to enhance efficiency, productivity, and ultimately, profitability. This insight serves as a guide to the value and various components of Salesforce automation. At the core of Salesforce’s effectiveness lies its sophisticated suite of automation tools, reshaping how organizations manage and streamline their sales operations. For administrators entrusted with overseeing the Salesforce environment, mastering these automation tools transcends mere skill; it’s a strategic necessity. Salesforce Automation Tools empower administrators to craft and deploy intricate workflows, facilitating seamless coordination of tasks and processes within the CRM platform. From lead generation to deal closure, these tools offer a comprehensive array of features that can metamorphose manual, time-consuming tasks into streamlined, automated processes. As businesses aspire for agility and efficiency in their operations, administrators assume the role of architects, leveraging Salesforce automation tools to erect a robust foundation for success. This deep dive into Salesforce Automation Tools aims to arm administrators with the knowledge and insights required to navigate the platform’s intricacies adeptly. We will dive into the fundamental components of automation, including workflow rules, process builder, and flow builder, unraveling their functionalities and showcasing how they can be tailored to suit specific business requirements. Through real-world examples and practical guidance, this exploration seeks to empower administrators to unleash the full potential of Salesforce Automation Tools, transforming them into proficient conductors of the CRM symphony. As we embark on this journey, administrators will cultivate a comprehensive understanding of Salesforce’s automation capabilities, enabling them to optimize processes, enhance productivity, and elevate the overall user experience. Whether you’re a seasoned Salesforce administrator or a newcomer to the platform, this deep dive promises invaluable insights and hands-on expertise to navigate the dynamic realm of Salesforce automation with confidence and proficiency. What is Salesforce Automation? Salesforce automation represents a sophisticated sales management solution that automates pivotal sales components such as lead management, sales forecasting, and team performance management. Leveraging Software-as-a-Service (SaaS) products enables the automation of repetitive and redundant tasks and processes. Workflow rules enable organizations to design and enforce business processes systematically. For example, as leads progress through the sales pipeline, workflow rules can automatically assign tasks to sales representatives, update opportunity stages, and notify relevant stakeholders. By establishing these rules, administrators lay the groundwork for a more streamlined and error-resistant workflow, allowing teams to focus on high-impact activities while the system handles routine, rule-based tasks. Understanding the foundations of Salesforce automation through workflow rules is crucial for administrators seeking to optimize their CRM environment. As businesses evolve, the ability to adapt and scale automation becomes paramount. This foundational knowledge not only empowers administrators to create efficient workflows but also sets the stage for exploring more advanced automation tools within the Salesforce ecosystem, ensuring a robust and responsive foundation for the dynamic world of CRM. Centralized Data Storage and Enhanced Lead Tracking Centralizing customer-related data stands as one of the most significant advantages of Salesforce automation. This consolidation facilitates streamlined lead tracking, performance monitoring, and revenue prediction. By automating non-revenue-generating tasks, which can consume up to two-thirds of a sales representative’s time, sales teams can redirect their efforts towards high-impact, revenue-generating activities, thereby fostering overall business growth. Automated Sales Processes: Boosting Productivity The automation of repetitive sales processes emerges as a direct response to research indicating the imperative to enhance sales productivity. Through automation, sales representatives can leverage their time more effectively, focusing on tasks that directly contribute to revenue generation and organizational success. Understanding the Crucial Role of Salesforce Automation The importance of Salesforce automation cannot be overstated in the realm of sales management. By offering centralized data storage, streamlined lead tracking, and enhanced performance monitoring, Salesforce automation revolutionizes the sales landscape. Discover – Controllers in Salesforce: What It Is, Types and Features. Key Benefits of Salesforce Automation The benefits of Salesforce automation are manifold. Firstly, it facilitates the consolidation of customer-related data, enabling efficient lead tracking, reminder setting, and performance monitoring. Additionally, automation saves time and minimizes errors, allowing sales representatives to concentrate on revenue-generating activities such as deal closure and client relationship building. Moreover, Salesforce automation ensures a personalized and consistent customer experience, empowering sales reps to tailor interactions based on customer preferences and behaviors. Furthermore, Salesforce automation fosters efficient collaboration and communication within sales teams, providing a centralized platform for accessing essential information and insights. Additionally, it offers valuable analytics and insights to optimize sales strategies, analyzing customer behavior, sales performance, and market trends to drive revenue growth. Components of Salesforce Automation Lead Management: Involves collecting, tracking, and analyzing customer data and interactions to streamline the sales pipeline and convert leads into customers. Sales Forecasting: Enables organizations to make educated decisions and prepare for future development by forecasting sales revenue based on market analysis and demands. Team Performance Management: Involves monitoring sales team performance, identifying areas for improvement, and providing feedback and coaching to enhance team performance. Email and Social Media Marketing: Automates marketing platforms to communicate better with consumers and prospects, customizing campaigns based on customer preferences and behaviors. Workflow and Approval Processes: Ensures that sales processes follow established procedures and workflows, reducing manual errors and enhancing organizational performance. Data and Analytics: Tracks key performance indicators (KPIs) and provides actionable insights to inform decision-making and drive revenue growth. Streamlining Appointment Scheduling: Assists in scheduling sales appointments efficiently, mitigating the risk of double-booking meetings. Prioritizing Leads: Analyzes leads based on various metrics to maximize sales and productivity. Salesforce automation has revolutionized sales operations, fostering efficiency, effectiveness, and customer-centricity. As technology continues to evolve, Salesforce automation remains a critical tool for businesses striving to stay ahead of the competition and achieve their sales goals. In the dynamic world of Salesforce, administrators

Read More
August 17, 2022in Marketing Automation, Salesforce, Salesforce Implementation Services

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