Salesforce Manufacturing Automotive Energy Archives - gettectonic.com - Page 3
Salesforce Tableau Pulse
02Dec

Tableau Pulse

Tableau Pulse, fueled by Tableau Artificial Intelligence and exclusive to Tableau Cloud, revolutionizes the data ingestion experience. The ability to empower business users with intelligent, personalized insights seamlessly integrated into their workflows. Whereas once upon a time AI for the lay user was about as friendly as asking Siri a question which she Googles for an answer and reads back to you. It saves a few clicks and a little typing, but it isn’t exactly thinking outside of the box – or phone. In the current data analytics demanding world, characterized by generative AI, the Internet of Things (IoT), and automation, the landscape is evolving. Data is at the core of these transformative technologies, and our interaction with said data is changing rapidly. As businesses worldwide confront an inflection point, embracing data-driven decision-making becomes crucial for staying competitive and building robust customer relationships. Tableau Pulse is a reimagined data experience, democratizing data accessibility for all users, irrespective of their familiarity with data visualization tools. Exclusively available to Tableau Cloud users, Tableau Pulse harnesses Tableau AI’s power to deliver more personalized, contextual, and intelligent data experiences in an easy-to-understand format. Key Features of Tableau Pulse: Upcoming Tableau Pulse Features in 2024: Tableau Pulse aims to breathe new life into analytics for everyone, capitalizing on the potential of generative AI, automation, and sensors to redefine how businesses interact with data. In a landscape where success hinges on data utilization, Tableau Pulse is poised to empower every employee with personalized, contextual, and intelligent insights directly within their workflow, fostering a truly data-driven organizational culture. Imaging the industry specific use cases for travel and tourism, manufacturing, health and life sciences, and the public sector? If you have data you aren’t able to utilize, reach out to Tectonic today to discover how Tableau Pulse could solve your challenges. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 2, 2023in Life Sciences Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Tableau
Salesforce the Pioneer of CRM
22Nov

Salesforce Sales Cloud Maps Lite

Keep your sales representatives focused on meeting and surpassing sales targets by utilizing Salesforce Maps Lite for planning in-person and virtual visits with accounts, contacts, and leads in key geographic areas. This location intelligence and map visualization tool streamlines territory management, aiding reps in planning routes with fewer miles and appointments with fewer schedule gaps. Salesforce Maps, integrated with your Salesforce CRM, offers a bird’s-eye view of data to enhance decision-making. It assists in identifying underperforming areas, optimizing field service technician schedules, and planning events more effectively. Why use Salesforce Maps? Salesforce Maps provides valuable insights for better decision-making, allowing you to identify performance gaps, optimize field service schedules, and plan events more efficiently. What is the difference between Salesforce Maps Basic and Advanced? The standard edition includes route optimization, scheduling, Salesforce data visualization, lead auto-assignment, and mobile app access. For additional features like priority scheduling and advanced Geo-Analytics, there is an advanced edition available for upgrade. What is the difference between Salesforce Field Service and Salesforce Maps? Reviewers found Salesforce Field Service easier to use and administer, while considering Salesforce Maps as more convenient overall. Both products were perceived as equally easy to set up. Description: Salesforce Maps Lite is not currently available as mentioned in the Winter ’24 Release Notes. Resolution: Stay tuned for updates on the availability of Salesforce Maps Lite by checking back in Insights. 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 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more 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

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November 22, 2023in Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud
Salesforce Success Story
02Nov

Case Study: Leading Provider of Branded, Designed Solutions Worldwide-Manufacturing-Salesforce Sales/Service/Experience Clouds

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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November 2, 2023in Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Automotive Cloud Salesforce
20Oct

Automotive Cloud Salesforce

The Winter ‘23 release marks a significant milestone for Salesforce Automotive Cloud, bringing forth a suite of advanced capabilities. Automotive Cloud Salesforce will change your experience forever. Salesforce Automotive Cloud, built upon Sales Cloud and Service Cloud, empowers manufacturers and dealers in efficiently managing key customer and vehicle touchpoints throughout their lifecycle. Leveraging industry best practices, the data model and workflows reduce the time spent on repetitive tasks. Key Benefits of Automotive Cloud: Key Features of Automotive Cloud: “With real-time data, trusted AI, and automation, we’re bringing the automotive industry one step closer to a future where software-defined vehicles are the norm.” Achyut Jajoo, SVP & GM of Automotive and Manufacturing Automotive Cloud provides a real-time digital view of a vehicle’s connected features, services, and telemetry data for personalized, connected car experiences. Industry leaders like Toyota utilize Automotive Cloud to enhance consumer experiences across every touchpoint. The platform unifies automaker data to deliver real-time, contextualized views inside vehicles, offering truly personalized experiences for every driver. The rise of connected cars, estimated to make up 95% of all new vehicles sold by 2030, underscores the importance of harnessing the vast data generated. Features like Actionable Telematics and Connected Vehicle Visualization are set to be available, further strengthening the capabilities of Salesforce Automotive Cloud. Like2 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 Salesforce Accelerator Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored 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 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

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October 20, 2023in Salesforce Automotive Cloud, Salesforce Manufacturing Automotive Energy
Industry Cloud
12Oct

Salesforce Industry Cloud Explained

What are Salesforce industry clouds? Salesforce Industry Cloud aims to fast-track the digital transformation within different industries by providing tailored solutions that can enhance customer experiences, streamline operations, and improve overall business efficiency. Industry cloud platforms use innovative technologies and approaches, such as packaged business capabilities, industry-aware data fabrics and composable tooling to go beyond traditional cloud and create added value. Over the past few years, Salesforce has dedicated efforts to develop industry-specific solutions, exemplified by offerings such as Financial Services Cloud, Health Cloud, and the Public Sector Cloud.  These customized Salesforce solutions are created with industry experts to assist modernizing your business, saving you time, lowering costs, and focusing on your customers. Salesforce Industry Cloud Explained These specialized solutions take the foundational elements of Salesforce’s core CRM and tailor them to the unique needs of specific industries. In Health Cloud, the emphasis shifts from traditional Accounts and Contacts to focus on Families and Patients. Similarly, Financial Services Cloud redirects attention from standard Opportunities and Products to concentrate on Financial Holdings and Assets. To further enhance its Industries portfolio, Salesforce expanded with the acquisition of Vlocity in 2020. This acquisition broadened the spectrum of industry-specific clouds, extending into areas such as communications, media, and insurance. Whatever size your business, Salesforce has specialized solutions to support the capabilities your business needs to thrive and grow. Current Salesforce Industry Cloud solutions exist for: Automotive Communications Consumer Goods Higher Education Energy and Utilities Financial Services Government and Public Sector Healthcare and Life Sciences Manufacturing Media Nonprofit Professional Services Retail Technology Travel, Transportation, and Hospitality What are the benefits of industry clouds? Industry Clouds are specific offerings that are pre-built and packaged up for organizations to adopt. By implementing these solutions, you could reap a whole host of benefits, including a higher ROI, increased job demand, and better customer experience – all of which are essential in the current climate. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 12, 2023in Salesforce, Salesforce Automotive Cloud, Salesforce Communications Cloud, Salesforce Education Cloud, Salesforce Financial Cloud, Salesforce for Nonprofits, Salesforce Government Cloud, Salesforce Health Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud, Salesforce Media Cloud, Salesforce Nonprofit Cloud, Salesforce Public Sector Solutions
Salesforce Einstein Copilot
07Aug

Salesforce Einstein Copilot – Spring ’24

Salesforce introduces the latest iteration of Einstein, introducing a Conversational AI Assistant to integrate seamlessly into every CRM application and enhance the overall customer experience. The new Einstein Copilot, powered by generative AI, is designed to boost productivity by seamlessly integrating into the workflow. Additionally, organizations can tailor Einstein Copilot to meet their specific business requirements using Einstein Copilot Studio. The inclusion of the Einstein Trust Layer ensures the protection of sensitive data while allowing companies to leverage their trusted data to enhance generative AI responses within the platform. The reality is every company will undergo an AI transformation to increase productivity, drive efficiency, and deliver incredible customer and employee experiences. With Einstein Copilot and Data Cloud we’re making it easy to create powerful AI assistants and infuse trusted AI into the flow of work across every job, business, and industry. In this new world, everyone can now be an Einstein. Marc Benioff, Chair and CEO, Salesforce Einstein Copilot is designed to generate reliable and precise recommendations and content for specific tasks such as constructing digital storefronts, crafting custom code, creating data visualizations, and guiding sales associates in closing deals efficiently. Grounded securely with customer data from Salesforce Data Cloud, encompassing customer data, enterprise content, telemetry data, Slack conversations, and other structured and unstructured data, Einstein Copilot ensures informed and accurate decision-making. In contrast to previous generative AI copilot solutions that operated as separate applications, Einstein Copilot is natively integrated within the world’s leading AI CRM. It taps into data from any Salesforce application, enhancing the generation of more accurate AI-powered recommendations and content. Employing natural language prompts, Einstein Copilot can perform various tasks in sales, service, marketing, commerce, development, Tableau, and industry-specific scenarios: Sales: Service: Marketing: Commerce: Developers: Tableau: Industry-specific: 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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August 7, 2023in Salesforce Data Cloud, Salesforce Einstein, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Manufacturing Automotive Energy
Salesforce Field Service
01Jul

Understanding Salesforce Field Service

Salesforce Field Service is an expansive addition to Salesforce Service Cloud, offering a 360 degree perspective on workforce management, especially in scenarios where services extend beyond the office or work site into the field. This typically involves mobile employees such as service technicians, alongside service agents, dispatchers, and service managers. Let’s dive into the nuances of Salesforce Field Service, addressing key aspects like its definition, user roles, reporting, scheduling, optimization, and more. Salesforce Field Service is also a popular tool in public sector solutioning. Understanding Salesforce Field Service will help to decide if it is right for your service teams. Understanding Salesforce Field Service: Salesforce Field Service, formerly known as Field Service Lightning (FSL), is an extension of Service Cloud designed to provide a comprehensive workforce management view. It seamlessly manages services delivered in the field, such as a electrical installer arriving to fulfill a customer’s order. Field Service Lightning evolves with each Salesforce release, continually enhancing functionality. Salesforce Field Service enhances customer engagement with real-time personalization, optimization of field teams with a scheduling engine, and access to offline data. Components of Salesforce Field Service: Field Service comprises various components, including Service Appointments, Salesforce Service Cloud integration, Territory and Scheduling functionalities, the Field Service Dispatcher Console, and the Field Service Mobile App for Android and iOS with offline capabilities. A detailed data model diagram illustrates the relationship between Service Cloud and Field Service. Users of Salesforce Field Service: Salesforce Field Service is particularly valuable for organizations with mobile field technicians supporting customers. It excels in scenarios with intricate service delivery involving multiple individuals like dispatchers, field technicians, service agents, and service managers. Each user persona interacts with Salesforce Field Service in distinct ways, utilizing tools like the Dispatcher Console or Field Service Mobile App tailored to their roles. Use Cases for Salesforce Field Service: Field Service proves beneficial in diverse service scenarios, including repairs, maintenance, sales visits, and healthcare care visits. It facilitates efficient coordination among dispatchers, field technicians, service agents, and service managers, streamlining processes and enhancing customer satisfaction. Key Terms in Salesforce Field Service: Understanding key terms such as Work Orders, Service Appointments, Contracts, Entitlements, Work Types, Service Territories, Operating Hours, Resources, and Scheduling Policies is essential. These terms collectively form the foundation of Salesforce Field Service’s robust data model and optimized usability. Scheduling and Optimization: Scheduling in Salesforce Field Service is managed through the Dispatcher Console, empowering dispatchers to make informed decisions. Various methods, from manual to fully automated, enable the creation of service appointments, optimizing resource allocation and ensuring efficient service delivery. Forecasting and Planning: Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. Refine scheduling policies, get an instant view of optimization results, and KPI changes. Asset Service Management: Move from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, age, and specific criteria. Service Territory Design: Service Territories, categorized as Primary, Secondary, and Relocation Territories, define where teams can perform work. Well-defined territories are crucial for efficient dispatcher satisfaction, requiring thoughtful initial design and ongoing maintenance. Field Service Mobile App: The Salesforce Field Service Mobile app is essential for on-the-move workforces, offering technicians essential information to optimize job execution. Offline capabilities ensure uninterrupted work, and the Visual Remote Assistant feature enables two-way video and audio communication between agents, technicians, and customers. Slack for Field Service: Empower your mobile workforce with seamless connectivity and timely assistance whenever it is needed. Mobilize for service appoints and tap into the expertise of colleagues throughout the organization with the user-friendly Slack interface. Reporting in Salesforce Field Service: Monitoring service efficiency and success involves leveraging Salesforce reports, list views, and other platform analytics. Work Order List Views and Field Service Report Types provide insights into service call-outs and overall performance. Enabling Field Service Lightning: Setting up Salesforce Field Service involves installing it as a Managed Package, assigning licenses to users, and configuring standard objects like Products, Assets, Service Contracts, and Entitlements. Creating records for Service Territories, Service Resources, and Operating Hours establishes the framework for the service model. Field Service Deployments: Deployments in Salesforce Field Service can be time-consuming due to its reliance on object data. Considerations for complex relational data movement between environments and potential risks, such as resistance to automation, require careful attention. Tectonic, as a Salesforce Consulting Partner, can assist your company in deploying Salesforce Field Service. Salesforce Field Service projects, while intricate, can be highly valuable when executed correctly providing a large ROI. Adequate planning, phased implementations, and a long-term perspective contribute to the success of organizations leveraging the capabilities of Salesforce Field Service. If you are looking for a more robust solution, consider Field Service Plus combining dispatch and technician functionality along with Service Cloud and Sales Cloud. Tectonic looks forward to helping your field service team utilize this Salesforce tool. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. 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 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 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 Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more

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July 1, 2023in Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Service Cloud
Salesforce Service Cloud
18Jun

AI in Salesforce Service Cloud

Deliver personalized service and save time with AI built directly into your flow of service work. Utilize Salesforce’s trusted AI for customer service to create seamless conversational, predictive, and generative AI experiences for your agents and customers. Service Cloud has everything you need to scale now and drive immediate value. Salesforce launched Service Intelligence, a powerful new analytics app for Service Cloud designed to boost agent productivity, cut costs, and enhance customer satisfaction.  And now you have AI in Service Cloud. Powered by Data Cloud, Salesforce’s real-time hyperscale data engine, Service Intelligence gives users access to all of their data directly within Service Cloud, eliminating the need to toggle between screens for information. Pre-built, customizable dashboards inside Service Intelligence provide a view of essential metrics like customer satisfaction and individual and team workloads. And, with Einstein Conversation Mining, service professionals can use AI to analyze customer chat and email conversations to uncover insights — like specific challenges customers face during service interactions — assess the likelihood of complaint escalation, and proactively address the issue with the customer. To add AI in Service Cloud to your instance, contact Tectonic today. Service Intelligence, a new analytics app for Service Cloud is designed to boost productivity, cut costs, and enhance customer satisfaction.  AI is gaining prominence among service professionals, with an 88% increase in AI adoption from 2020 to 2022. This is no surprise, as 63% of service professionals say AI will help them serve customers faster. By embracing AI, service professionals can make informed decisions fast and enhance customer satisfaction, securing a competitive edge. Like 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 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 Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

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June 18, 2023in Salesforce Einstein, Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud
Salesforce Sales Cloud
07Jun

Salesforce Sales Cloud GPT

What is Salesforce Sales Cloud GPT? Salesforce’s Einstein GPT is a robust AI tool that seamlessly integrates both public and private AI models with CRM data. This unique synergy allows users to articulate natural-language queries directly within the Salesforce CRM environment, resulting in continuously adapted AI-generated content tailored to evolving customer information and requirements. Salesforce Sales Cloud GPT The suite encompasses a suite of powerful Artificial Intelligence (AI) products, including the Einstein service, the workplace-messaging app Slack, and the data analysis software Tableau. Notably, it unveils a compelling array of natural language tools slated for release in 2023, such as Sales GPT for personalized emails, Service GPT for service messages and chatbots, and Marketing GPT for refined audience targeting. Furthermore, the AI Cloud is meticulously crafted to host extensive language models from various providers such as AWS, Anthropic, and Cohere. Salesforce’s commitment to AI startups is further underscored by a substantial $500 million injection into its venture capital fund. Impact on Sales Cloud with AI and EinsteinGPT: Sales Cloud undergoes a transformative impact through AI, notably EinsteinGPT. Anchored in principles of Trust, Security, and Privacy, Salesforce introduces the Einstein Trust Layer within its AI Cloud offering to assuage privacy concerns. This layer ensures adaptability and transparency while upholding stringent standards for data privacy, security, and compliance. EinsteinGPT for Sales Cloud emerges as a game-changing innovation, serving as a personalized assistant within Salesforce CRM to streamline sales processes. Leveraging Generative AI, it transcends mere data analysis by generating novel content, ideas, and approaches. Key features encompass Einstein GPT, Einstein Conversation Insights, and Einstein Relationship Insights. Industries Experience Tangible Impact: Salesforce’s substantial investments in AI are reshaping the landscape of sales and customer engagement. As EinsteinGPT becomes an integral part of the platform, the anticipation of new and innovative use cases signals a significant leap forward in AI accessibility. Tectonic is please to announce our Sales Cloud Implementation Solutions. 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 Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more 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

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June 7, 2023in Salesforce Einstein, Salesforce Financial Services Solutions, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Salesforce for Transportation and Logistics
02Jun

Transportation, Logistics, The Cloud, and CRM

Transportation and logistics and crm. Typically, the state of transportation and logistics (T&L) mirrors the state of the economy, with FedEx earnings serving as a reliable indicator of how the rest of the players in the industry are doing. However, the past few years have been anything but normal. The pandemic led to a surge in demand, marked by container-filled ports and a nationwide hunt for truck drivers. After navigating two years of high intensity, T&L now faces challenges such as inflation, the Ukraine war, ongoing supply chain disruptions, the threat of recession, climbing interest rates, higher fuel costs, and overly cautious consumer behavior. Where are the Challenges? Compounding these issues is a staffing crisis in the industry, with a global shortage of warehouse workers, dock personnel, drivers, pilots, and rail crews that is expected to persist. In such uncertain times, successful transportation and logistics companies are taking strategic steps to future-proof themselves. One key strategy involves unifying customer data on a single platform to enhance efficiency and readiness for various scenarios. Smart transportation and logistics organizations plan for best, expected, and worst-case scenarios by monitoring critical signals such as capacity in key lanes, customer spending by lane, and customer lifetime value. Unifying customer data across sales, service, and operations enables informed decision-making, focusing investments where needed and optimizing resources. Manual Processes Despite this, much of T&L business, especially in sales, marketing, and customer service, relies on manual processes like phone calls, spreadsheets, and email. Centralized customer data is crucial for applying intelligence and analytics to process trends, segmenting customers, and analyzing their value. Companies investing in data unification report significant cost savings and efficiency benefits, including a 25% reduction in IT costs. Centralized customer data is also leveraged to enhance shipper experiences. T&L leaders use artificial intelligence (AI) to predict customer retention and potential churn, allowing proactive steps to be taken. Real-time data intelligence empowers customer service agents to make informed decisions swiftly. Access to shipper-specific on-time delivery performance provides valuable insights and strengthens client relationships. Transportation and Logistics and CRM More than half of T&L organizations are investing in cloud connectivity and data sharing, with 18% deriving the most value in sales and marketing, customer relationship management (CRM), distribution, and end-to-end visibility. These strategic investments are proving instrumental in navigating the complexities of the current economic landscape. Is it time to explore Salesforce CRM for your company? Contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 2, 2023in Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud
Slack and AI
01Jun

Just When You Thought We Were GPT’d Out, Here Comes Slack and Generative AI

Since its public introduction in 2014, Slack has transformed from its original concept, a searchable log of all conversation and knowledge, into a comprehensive productivity platform that has reshaped how work and co-working is conducted. Get ready! Here comes Slack and Generative AI! In a recent release, Salesforce Slack unveiled a next-generation platform. A platform designed to facilitate seamless automation and integration for users of all technical levels, regardless of coding proficiency. This platform simplifies the utilization of data within Slack, offering enhanced automation and intelligence, allowing for the creation of no-code workflows, custom integrations, and the incorporation of generative AI. Steve Wood, Slack’s SVP of Product and Platform, highlights the significance of placing automation and generative AI tools directly into users’ hands as a pivotal step in Slack’s journey to redefine not only how people work but also how machines and humans interact in the future. Wood delves into the unique features of the new Slack platform, emphasizing its modular architecture grounded in building blocks like functions, triggers, and workflows. These components are remixable, reusable, and seamlessly integrate with the data flow within Slack. The platform enables developers to create tailored solutions, such as integrating with Salesforce, fostering more efficient collaboration, and automating workflows across various business functions. The introduction of generative AI, like Slack GPT, further enhances the platform’s capabilities.  Slack GPT can use Einstein GPT to gain actionable data from Salesforce Customer 360 and Data Cloud.  Wood underscores the potential of this combination to revolutionize work interactions by simplifying automation into reusable building blocks, accessible to both humans and machines. He emphasizes the transformative power of pairing data with AI and automation, anticipating a significant shift in how technology is leveraged in the workplace. Slack and GPT Wood also explains the recent Slack GPT news, detailing its native integration into the Slack user experience. Slack GPT brings generative AI directly into the platform, allowing users to summarize conversations, catch up on missed messages, and edit content effortlessly. The integration of Einstein GPT into Slack expands the conversational interface to Customer 360, providing real-time customer insights directly in Slack. This can be used to automatically generate case summaries based on data from Service Cloud AND Slack. As AI evolves over time, Wood shares his excitement about observing how people utilize Slack GPT in real-world scenarios. The focus remains on empowering platform users through native generative AI and leveraging data and behaviors to enhance the product continuously. Historical Content Wood emphasizes the historical context stored within Slack, highlighting the collective past as a valuable resource for future decision-making. Integrating AI technologies into this rich dataset within Slack presents a substantial opportunity for improving workflows and tools. Regarding the integration of Slack with Salesforce Customer 360, Wood stresses the importance of having relevant information easily accessible in one place. Slack serves as the hub where work occurs, and by incorporating generative AI, the platform aims to enhance transparency, alignment, and effectiveness in decision-making. Drawing in and analyzing the data from Slack as well as the other Salesforce platforms provides vital customer information. In reflection on the rapid adoption of this technology, Wood acknowledges the unique challenges presented by the unknown behavior of generative AI. Stability, accuracy, and safety are top concerns, with ethical and responsible development practices crucial for building trust. The future, as Wood sees it, hinges on maintaining a commitment to ethical development, ensuring customers feel confident in trusting the transformative capabilities of generative AI in the workplace and the Slack platform. Like1 Related Posts 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 Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

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June 1, 2023in Salesforce Data Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Slack
Slack and Salesforce
19May

Amaze Your Customers With Slack and Service Cloud For Improved Customer Service

Surpass your customers’ expectations with the combined power of Service Cloud and Slack. Drive down operating costs, enhance team productivity, and exceed customer expectations by leveraging the capabilities of Service Cloud and Slack. Understanding the current service landscape: The digital transformation, accelerated by the pandemic, has propelled customers and businesses into a new era, marked by the extensive use of diverse tools for day-to-day operations. Since 2020, Salesforce’s data indicates that achieving transparency and fostering active engagement are crucial to meeting heightened customer expectations, evident in a notable 47% surge in video support. However, a significant number of organizations face a challenge as their technology systems do not fully align with these evolving expectations. We all know it’s hard to make a good paper mache airplane if you only have a piece of paper. And technology is no different. According to Intercom, 46% of support leaders express that their tech stack acts as a hindrance to achieving organizational goals. Operating across various applications diminishes team productivity and hinders business expansion. To effectively cater to your customers, service teams must innovate and adapt to the multitude of tools, contact channels, isolated teams, and fragmented data. Support operations personnel need to address key questions: The solution lies in adopting Slack as the productivity hub, coupled with Salesforce’s Service Cloud integration. This dynamic combination unlocks your full productivity potential, fostering increased customer loyalty. Break down organizational silos and expedite case resolution for enhanced customer experiences. In the ever-evolving digital marketplace, customers demand seamless service without being transferred between agents or repeating their information. A staggering 83% of customers expect complex issues to be addressed by a single point of contact. However, traditional tiered-support models fall short of meeting these expectations. The solution lies in providing teams with a comprehensive view of the entire customer journey. By leveraging the combined capabilities of Service Cloud and Slack, organizations can achieve significant cost reductions and enhance service team productivity. Service Cloud has been shown to lower support costs by 27%, while Slack increases employee productivity by 26%, according to the 2022 Salesforce Success Metrics Global Highlights study. Swarming Swarming, facilitated by Service Cloud and Slack, revolutionizes the support approach. Unlike traditional tiered support, swarming brings service agents, engineers, and issue analysts together in real-time, eliminating the need for case escalations and customer department bouncing. The swarm team collaborates efficiently, sharing information with customers proactively. The Field Service mobile app further facilitates instant connections with experts, reducing the need for unnecessary on-site visits. Service Cloud and Slack, working together, use out-of-the-box workflows to automatically assemble cross-functional experts and create Slack channels for collaborative efforts on complex cases. This approach eliminates messy handoffs and siloed decision-making, promoting transparency. Swarming ensures that everyone involved can access the entire conversation, participate in Slack huddles, and search for resolutions to similar cases. Automation and streamlined collaboration are paramount for providing exceptional service experiences. The time factor, particularly time to resolution and time on hold, is a significant barrier. Many service agents (78%) struggle to balance speed and quality due to the challenge of working across multiple systems. The integration of Service Cloud and Slack addresses this issue by extending workflows throughout the organization. Soon, Slack GPT will further enhance CRM and conversational data, providing AI-generated summaries and enabling the creation of no-code workflows. Workflow Builder and Flow Builder, no-code tools from Slack and Salesforce, respectively, collaborate seamlessly to automate daily tasks and enhance transparency, agility, and cross-team collaboration. Successful Integration The success of this integration is evident in the substantial improvements seen by service organizations using Slack, including a 32% increase in Net Promoter Score, 27% decrease in service/support costs, 30% increase in agent productivity, and a 30% increase in customer retention. The ever-changing level of customer expectations underscores the importance of service professionals as frontline ambassadors for your brand. With 88% of customers valuing their experience with a company as much as its products, swarming becomes a strategic approach to surpass expectations. Slack Connect facilitates direct access to support for partners, vendors, and B2B customers through a dedicated channel, fostering collaborative issue resolution. Slack clips and white-glove service further enhance the support process. Clips allow users to record audio, video, and screen shares, creating a searchable database of demonstrations. Private support channels in Slack provide key customers with white-glove service, allowing them to record and upload technical issues for prompt resolution. slack and service cloud In the current remote and decentralized business workforce, Service Cloud and Slack offer an opportunity to exceed customer expectations, transform service cases into lasting relationships, cut costs, and boost team productivity. If your average call handle time is too long, if your data is too siloed, or if your customer service teams are overwhelmed, contact Tectonic today to explore a Slack and Salesforce Service Cloud Integration. Like 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 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 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 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

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May 19, 2023in Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Service Cloud, Salesforce Slack
Salesforce for Manufacturing, Automotive, and Energy
07Mar

Improve Manufacturing Sales by Improving Partner Engagement

Did you know that half of all B2B revenue is generated through channel partner sales? A recent 2022 survey revealed that 80% of B2B executives find their partner programs ineffective, potentially slowing or even blocking product sales. The obstacles to improvements with manufacturing partners include siloed systems and data, fragmented processes, inconsistent programs, and outdated communication channels. You can improve manufacturing partner engagement. Learn more. To overcome these challenges and enhance manufacturing partner relationships. For increased sales, consider focusing on three key areas: By prioritizing transparency, investing in technology, and streamlining processes, manufacturers can strengthen partner relationships, leading to increased sales and improved customer satisfaction. Focus on making it easier for partners to do business with you, build trust, and create a unified, shared view of data to achieve mutually beneficial relationships. Is it time to explore how Tectonic and Salesforce can improve your partner engagement? Contact us today. 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 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 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

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March 7, 2023in Salesforce Experience Cloud, Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud, Salesforce Sales Cloud, Unified Knowledge

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