23Sep
Case Study: Salesforce Advanced Forcasting and Streamline Operations Yields Big Change and Bigger Results
Case Study: Salesforce Advanced Forcsting and Streamline Operations Yields Big Change and Bigger Results
09Sep
Predictive Analytics
Industry forecasts predict an annual growth rate of 6% to 7%, fueled by innovations in cloud computing, artificial intelligence (AI), and data engineering. In 2023, the global data analytics market was valued at approximately $41 billion and is expected to surge to $118.5 billion by 2029, with a compound annual growth rate (CAGR) of 27.1%. This significant expansion reflects the growing demand for advanced analytics tools that provide actionable insights. AI has notably enhanced the accuracy of predictive models, enabling marketers to anticipate customer behaviors and preferences with impressive precision. “We’re on the verge of a new era in predictive analytics, with tools like Salesforce Einstein Data Analytics revolutionizing how we harness data-driven insights to transform marketing strategies,” says Koushik Kumar Ganeeb, a Principal Member of Technical Staff at Salesforce Data Cloud and a distinguished Data and AI Architect. Ganeeb’s leadership spans initiatives like AI-powered Salesforce Einstein Data Analytics, Marketing Cloud Connector for Data Cloud, and Intelligence Reporting (Datorama). His expertise includes architecting vast data extraction pipelines that process trillions of transactions daily. These pipelines play a crucial role in the growth strategies of Fortune 500 companies, helping them scale their data operations efficiently by leveraging AI. Ganeeb’s visionary work has propelled Salesforce Einstein Data Analytics into the forefront of business intelligence. Under his guidance, the platform’s advanced capabilities—such as predictive modeling, real-time data analysis, and natural language processing—are now pivotal in transforming how businesses forecast trends, personalize marketing efforts, and make data-driven decisions with unprecedented precision. AI and Machine Learning: The Next Frontier Beginning in 2018, Salesforce Marketing Cloud, a leading engagement platform used by top enterprises, faced challenges in extracting actionable insights and enhancing AI capabilities from rapidly growing data across diverse systems. Ganeeb was tasked with overcoming these hurdles, leading to the development of the Salesforce Einstein Provisioning Process. This process involved the creation of extensive data import jobs and the establishment of standardized patterns based on consumer adoption learning. These automated jobs handle trillions of transactions daily, delivering critical engagement and profile data in real-time to meet the scalability needs of large enterprises. The data flows seamlessly into AI models that generate predictions on a massive scale, such as Engagement Scores and insights into messaging and language usage across the platform. “Integrating AI and machine learning into data analytics through Salesforce Einstein is not just a technological enhancement—it’s a revolutionary shift in how we approach data,” explains Ganeeb. “With our advanced predictive models and real-time data processing, we can analyze vast amounts of data instantly, delivering insights that were previously unimaginable.” This innovative approach empowers organizations to make more informed decisions, driving unprecedented growth and operational efficiency. Real-World Success Stories Under Ganeeb’s technical leadership, Salesforce Einstein Data Analytics has delivered remarkable results across industries by leveraging AI and machine learning to provide actionable insights and enhance business performance. In the past year, leading companies like T-Mobile, Fitbit, and Dell Technologies have reported significant improvements after integrating Einstein. Ganeeb’s proficiency in designing and scaling data engineering solutions has been critical in helping these enterprises optimize performance. “Scalability with Salesforce Einstein Data Analytics goes beyond managing data volumes—it ensures that every data point is converted into actionable insights,” says Ganeeb. His work processing petabytes of data daily underscores his commitment to precision and efficiency in data engineering. Navigating Data Ethics and Quality Despite the rapid growth of predictive analytics, Ganeeb emphasizes the importance of data ethics and quality. “The accuracy of predictive models depends on the integrity of the data,” he notes. Salesforce Einstein Data Analytics addresses this by curating datasets to ensure they are representative and free from bias, maintaining trust while delivering reliable insights. By implementing rigorous data quality checks and ethical considerations, Ganeeb ensures that Einstein Analytics not only delivers actionable insights but also fosters transparency and trust. This balanced approach is key to the responsible use of predictive analytics across various industries. Future Trends in Predictive Analytics The future of predictive analytics looks bright, with AI and machine learning poised to further refine the accuracy and utility of predictive models. “Success lies in embracing technological advancements while maintaining a human touch,” Ganeeb notes. “By combining AI-driven insights with human intuition, businesses can navigate market complexities and uncover new opportunities.” Ganeeb’s contributions to Salesforce Einstein Data Analytics exemplify this balanced approach, integrating cutting-edge technology with human insight to empower businesses to make strategic decisions. His work positions organizations to thrive in a data-driven world, helping them stay agile and competitive in an evolving market. Balancing Benefits and Challenges – Predictive Analytics While predictive analytics offers vast potential, Ganeeb recognizes the challenges. Ensuring data quality, addressing ethical concerns, and maintaining transparency are crucial for its responsible use. “Although challenges remain, the future of AI-based predictive analytics is promising,” Ganeeb asserts. His work with Salesforce Einstein Data Analytics continues to push the boundaries of marketing analytics, enabling businesses to harness the power of AI for transformative growth. 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. 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Pardot vs. Marketing Cloud: A Comparative Overview
Pardot vs. Marketing Cloud: A Comparative Overview When choosing a marketing automation solution within the Salesforce ecosystem, the decision typically comes down to Pardot (now Marketing Cloud Account Engagement) and Marketing Cloud. While both are powerful, they are designed for different purposes. Pardot (MCAE): Marketing Cloud: Pardot vs. Marketing Cloud: A Comparative Overview In summary, Pardot is tailored for B2B companies focused on lead nurturing and driving sales, while Marketing Cloud offers broader capabilities for managing customer engagement across multiple channels. The best option depends on your business needs and objectives. 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
01Sep
Winter 25 for Marketing
The Salesforce Winter ’25 release introduces a range of innovative tools and enhancements tailored to elevate marketing strategies. Whether your focus is on personalization, database management, or campaign automation, these new features are designed to help you excel in the fast-paced world of digital marketing. Here’s a look at the top five marketing features in Salesforce Winter ’25 that marketers need to know about to stay ahead of the curve. Top 5 Marketing Features in Salesforce Winter ’25 1. Einstein Personalization: Real-Time Customer EngagementEinstein Personalization is a standout feature of the Winter ’25 release, integrated within the Customer 360 platform. Leveraging Data Cloud, this tool delivers real-time, personalized experiences across Salesforce clouds. By combining business objectives with rules-based targeting, it enables marketers to make informed, personalized decisions across various channels. With native integration into Marketing Cloud Growth, Einstein Personalization ensures a seamless and cohesive customer journey across all Marketing Cloud products. 2. Enhanced Data Management with Marketing Cloud Account Engagement (Pardot)Effective database management is crucial for successful marketing, and Salesforce has significantly improved this with the Winter ’25 release. The updated Marketing Cloud Account Engagement (formerly Pardot) feature allows marketers to find and merge duplicate prospects, maintaining an accurate and streamlined database. Additionally, you can now copy marketing forms and emails directly to Salesforce CMS and integrate landing page and form engagement details into Data Cloud. These enhancements not only preserve data integrity but also offer deeper insights for more effective segmentation and campaign targeting. 3. Advanced API Integrations and General EnhancementsThe Winter ’25 release introduces powerful API and integration updates that revolutionize how marketers manage and utilize data. New capabilities include managing tags, processing permanent prospect deletion requests, and sending list emails more efficiently. Moreover, marketers can now gain valuable insights by ingesting Account Engagement form and landing page engagement data into Data Cloud. General enhancements also allow for the opening of system email links within the Lightning App and building segments in Data Cloud using engagement data from forms and landing pages, streamlining marketing operations and ensuring they are more data-driven. 4. Dynamic Content and Automation in Marketing Cloud GrowthSignificant updates to Marketing Cloud Growth in Winter ’25 focus on dynamic content and automation. Marketers can now create highly personalized and timely campaigns using dynamic content variations and event-triggered automation. This ensures messages are not only relevant but also delivered at the most impactful moments, driving higher engagement and conversion rates. The ability to clone content and avoid duplicating records when sharing branded content across workspaces further enhances efficiency in marketing processes. 5. Einstein AI and Campaign ROI AttributionUnderstanding the return on investment (ROI) of marketing campaigns is made easier with new Einstein AI tools and campaign ROI attribution features in Winter ’25. The introduction of Einstein Copilot features and grounding tools in Marketing Cloud Growth enhances content creation and optimization using generative AI. Additionally, the Opportunity Influence feature allows marketers to automatically attribute revenue from closed deals to the most influential campaigns using email click engagement data. With options for first-touch and last-touch attribution models, marketers can clearly identify which campaigns drive success at different stages of the customer journey. Recap The Salesforce Winter ’25 release equips marketers with a robust set of features designed to empower the creation of more personalized, efficient, and effective campaigns. From real-time personalization with Einstein to enhanced data management and dynamic content automation, these updates provide the tools needed to stay competitive in the digital marketing landscape. By leveraging these new features, marketers can optimize their strategies to ensure relevance and maximize impact. 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. 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13Aug
Qwary Salesforce Integration
Qwary Enhances Customer Insights with New Salesforce Integration HERNDON, Va., Aug. 13, 2024 /PRNewswire/ — While surveys have long been a staple for gathering customer feedback, data entry often poses a challenge in obtaining comprehensive insights. Qwary’s new Salesforce integration aims to resolve this issue by enabling seamless data transfer and synchronization between the two platforms. This integration allows teams to consolidate customer information into a single hub, providing real-time visibility and enhancing strategic planning and collaboration. Key features include creating email campaigns, importing contacts, mapping survey results, and automating event-based workflows. What Is Qwary’s Salesforce Integration? Qwary’s Salesforce integration is designed to streamline the analysis of Salesforce survey data, offering a more efficient way to understand customer interactions with your brand. By integrating survey feedback with CRM data, this tool helps you quickly adapt your products and services to meet evolving customer needs. It tracks customer journeys, collects feedback, and reveals pain points, enabling you to deliver tailored solutions. Benefits of Using Qwary’s Salesforce Integration Qwary’s integration offers several notable benefits: Automate Feedback Collection The integration automates the feedback collection process by triggering surveys at strategic points in the customer lifecycle. This allows your team to act swiftly to foster engagement and generate leads. Gain Actionable Insights Seamlessly integrating with Salesforce CRM, Qwary scores, analyzes, and enriches customer data, helping your team identify emerging trends and seize opportunities for personalization and customer development. Synchronize Data Automatically With Qwary’s integration, your contact data is consolidated into a single, reliable source of truth. Whether you’re using Salesforce or Qwary, automated data synchronization ensures consistency and provides real-time updates. Collaborate Effectively The integration promotes effective teamwork by sharing data between Salesforce and Qwary, enabling your team to solve problems collaboratively and refine strategies to boost customer retention. Key Capabilities Qwary’s Salesforce integration excels in managing customer feedback, automating workflows, and consolidating contact data: Salesforce Workflow Automation The integration simplifies scheduling and automating survey triggers, eliminating manual processes. Surveys can be initiated via email or following significant events, with responses seamlessly mapped into Salesforce. This creates a comprehensive view of customer behavior, helping your team act on insights, strengthen connections, and enhance satisfaction. Contact Data Importation Qwary facilitates quick access to Salesforce contacts, providing a holistic view of your customer base. The integration streamlines contact data importation and updates, eliminating manual data entry and speeding up data management. Potential Business Impacts By combining automation, synchronization, and data consolidation with a user-friendly interface, Qwary’s Salesforce integration enhances your sales team’s ability to collect and leverage customer feedback. Immediate access to comprehensive consumer insights allows your business to respond promptly to customer needs, improving satisfaction and loyalty. Real-time data aggregation helps your company adapt quickly and refine offerings to exceed customer expectations. Stay Ahead with Qwary’s Salesforce Integration Qwary continuously updates its solutions to meet the evolving needs of businesses focused on customer engagement. Leveraging automation, synchronization, and advanced analytics through an accessible platform, Qwary’s Salesforce integration empowers your team to enhance offerings and connect with customers efficiently. By optimizing the use of survey data and Salesforce feedback, Qwary keeps your business at the forefront of market trends, enabling you to consistently delight your customers. 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
04Aug
July Changes to Marketing Cloud Growth
You now have access to the new Marketing app, which includes the latest version of Marketing Cloud Growth. This new app replaces the previous Marketing app, now named Marketing (Original). July Changes to Marketing Cloud Growth. What do I need to do – July Changes to Marketing Cloud? To access the new Marketing app, open the App Launcher and select Marketing. For all accounts provisioned prior to Summer ’24, the new Marketing app will be created and it will maintain most of the settings from the Marketing (Original) app. It includes access to all your campaigns and reports. However, you must reconfigure the user access and recreate the customizations that you want to keep. After finishing the setup of the new Marketing app, remove user access to the Marketing (Original) app to avoid using outdated tools. The new Marketing app retains most settings from the Marketing (Original) app, including access to all your campaigns and reports. However, you will need to reconfigure user access and recreate any customizations you want to keep. Learn more in Help. After setting up the new Marketing app, remove user access to the Marketing (Original) app to avoid using outdated tools. Why is this change happening? Beginning Summer ’24 release, Marketing Cloud Growth customers will have access to a new Marketing app. This app replaces the previous Marketing app for Marketing Cloud Growth, which will be renamed Marketing (Original). Newly provisioned accounts will have the Marketing app only.We’ve improved the back end to provide a more streamlined user experience. What if I don’t take action? We will eventually stop supporting the Marketing (Original) app, which may impact your business. Further details will be announced later. How can I get more information? If you have questions regarding the changes to the Marketing app, contact Salesforce Customer Support. 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
29Jul
Sales Pitches That Hook
5 Sales Pitches That Hook Prospects Every Time Want to know how to craft a winning sales pitch? Learn the core elements that turn a simple pitch into a conversation that captivates. Let’s face it: the art of the sales pitch has changed. It’s not just a “pitch” anymore; it’s more like a fastball. You have around 30 seconds to connect, persuade, and deliver value to a stranger. It’s no small task. Today’s customers are more informed and skeptical than ever. According to our latest State of Sales report, 81% of sales reps say buyers increasingly do their own research before reaching out. If your pitch consists of information they already know, it shows a lack of effort and awareness. The secret to closing deals lies in the work you do before the pitch, the conversation during those critical 30 seconds, and the follow-up after. In fact, the best sales pitch is more like a genuine conversation than a traditional “pitch.” What is a Sales Pitch? A sales pitch is a conversation—delivered in person, over the phone, or through digital channels—aimed at convincing a potential customer to purchase your product or service. It’s your chance to connect and demonstrate how your offering can make a real difference for their business. Done right, it’s more than just selling; it’s about reducing the unknowns for your prospect and solving specific pains. How to Structure a Sales Pitch A good sales pitch starts long before you make contact. Preparation is key, and that means understanding your prospect’s business context. Here’s a guide on structuring your pitch: 1. Start with a Personalized Opening:Begin by showing your prospect you’ve done your homework. Reference a recent achievement or challenge specific to their business. This demonstrates effort and sets the tone for a meaningful conversation. 2. Address the Prospect’s Needs:Ask open-ended questions that let the prospect describe their pain points. Instead of telling them what their issues are, guide them to voice their challenges. This approach makes the conversation more about them, which helps build trust. 3. Present Data-Driven Solutions:Back your pitch with data, case studies, or testimonials that prove the value of your solution. Then, ask follow-up questions that let the prospect confirm how your solution could outperform their current approach. 4. Conclude with Clear Next Steps:Wrap up with a call to action. Whether it’s scheduling a demo, booking a follow-up meeting, or offering a free trial, make sure your prospect knows what to do next. Consider asking them about their decision-making process or potential internal skeptics to address concerns early. How to Write an Effective Sales Pitch Here are some steps to crafting a sales pitch that works: 1. Research Thoroughly:Buyers expect sales reps to act as trusted advisors. Tailor your presentation by understanding your prospect’s industry, challenges, and pain points. Build the best case by digging into their LinkedIn page, industry trends, and company news. 2. Personalize Your Pitch:Tailor your messaging to address the specific needs of your prospect. Use your research to start the conversation with a question that resonates with their situation, and then adapt based on their responses. 3. Craft a Compelling Narrative:Weave a story that ties your solution to the client’s needs. Focus on how your product can improve their business, rather than just listing features. 4. Offer Insights Tailored to Pain Points:Show your prospect that you truly understand their unique challenges. Offer advice, insights, or case studies that they can’t find on their own. Position yourself as a trusted advisor. 5. Use Data to Strengthen Your Case:Let the numbers do the talking. Share data points that clearly demonstrate how your product drives efficiency, cost savings, or growth. Data helps your prospect visualize the benefits. 6. Hone Your Elevator Pitch:Keep it concise. Your elevator pitch should tell the prospect how you can solve their problem in just a few sentences. Anything longer and you risk losing their attention. 7. Practice Active Listening:The best salespeople know when to stop talking. Engage your prospect by asking open-ended questions, and then listen actively to understand their needs. Respond thoughtfully to build rapport. 5 Sales Pitch Examples Here are some real-world examples that work: 1. Personalized Email to a Prospect:“Hey [Client’s Name], I’m reaching out because I’m curious how your team is addressing [specific pain point]. I’d love to share a solution I think could help. Can I send it over?” Why it works: Honest, brief, and directly focused on their pain points, showing you’ve done your homework. 2. Voice Message via LinkedIn:“I saw your comment on [Topic] and agree with your insights. I’ve helped others in your industry with similar challenges—can we chat this week?” Why it works: It’s casual, personalized, and offers relevant value while encouraging a low-commitment next step. 3. Pre-Recorded Video:“Hey [Name], great connecting at [Conference]. You mentioned [problem], so I recorded this quick demo to show how we can solve it. Let’s schedule a call?” Why it works: Builds rapport, targets specific pain points, and uses dynamic video to engage. 4. Follow-up Email After Demo:“Hi [Name], great chatting today. Here’s a summary of our conversation. Does this capture everything accurately? Let’s discuss next steps.” Why it works: It’s clear, concise, and reinforces accountability while confirming the customer’s pain points. 5. Custom Solution Pitch:“I’ve been following your recent expansion into [new focus]. Our solution aligns perfectly with your vision. Can I show you how?” Why it works: Tailored to the client’s goals, it connects their strategic direction with your offering and proposes a specific next step. 5 Tips for Delivering a Sales Pitch 1. Identify the Skeptics:Ask your prospect who in their decision-making team might be skeptical, and offer to provide specific information that addresses those concerns. 2. Keep it Sharp:Avoid jargon and buzzwords. Focus on how your solution directly addresses their economic impact. 3. Address Objections Directly:When objections arise, ask open-ended questions to understand the concerns behind them. This builds trust and allows you to steer the conversation toward solutions. 4. Define the Next Step:Be specific about what
25Jul
Salesforce Marketing Cloud: Private Domain vs. Verified Domain
Understanding the Difference Between Private Domain and Verified Domain in Salesforce Marketing Cloud A Private Domain in Salesforce Marketing Cloud offers full DKIM, SPF, and DMARC authentication for a custom domain, which can significantly improve email deliverability. In contrast, a Verified Domain verifies that the sender owns the domain but does not provide the same level of authentication. While platforms like Constant Contact allow users to add authentication records (such as DKIM, SPF, and DMARC) themselves, this approach is not applicable to Salesforce Marketing Cloud when using Verified Domains. Although technically possible to self-host DNS for a Private Domain and manually add authentication records, Salesforce must provide the specific values for these records, particularly the DKIM key. Salesforce Marketing Cloud vs Salesforce Account EngagementEmails sent through Salesforce Marketing Cloud are signed with a DKIM key, which the recipient’s mail server verifies against the DKIM record in the sender’s DNS. If the DKIM signature does not match the DNS record, the email will fail delivery. Verified Domains do not include Salesforce-signed DKIM keys, making them unsuitable for fully authenticated email sends. For organizations prioritizing email deliverability and compliance, requesting a Private Domain from Salesforce is recommended. While it may require additional setup, it ensures proper authentication and enhances the success of email campaigns. 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
11Jul
Explore Salesforce Health Cloud
Empower Your Healthcare Team with Salesforce Health Cloud Equip your healthcare team with comprehensive 360-degree views that help connect and engage every patient, member, employee, and partner. Explore Salesforce Health Cloud Explore Health Cloud Understanding the capabilities of this platform is the first step to transforming your organization’s patient management. Let’s explore what Health Cloud offers to various types of healthcare organizations. Introducing Salesforce Health Cloud: A CRM Solution for Patient Management Over 600 companies, including industry leaders like Lilly, Pacific Clinics, United Healthcare, Progyny, Stanley Healthcare, and Humana, trust Salesforce Health Cloud for their patient management needs. As the healthcare industry rapidly evolves, effective patient information management is essential. This insight looks into Salesforce Health Cloud’s capabilities, features, integration options, and benefits, including its security architecture. What is Health Cloud? Salesforce Health Cloud is a cloud-based technology designed specifically for the healthcare industry. It centralizes patient information, giving healthcare professionals a complete view of patient records, enabling more effective treatments and better patient care. Key Capabilities of Salesforce Health Cloud Salesforce Health Cloud is a robust platform offering key capabilities such as: Salesforce in the Healthcare Industry Salesforce is increasingly popular among healthcare organizations for several reasons: Salesforce Health Platform Features Salesforce Health Cloud offers three main sets of features: Salesforce Health Cloud Architecture The architecture of Salesforce Health Cloud includes: Salesforce Health Cloud Security Salesforce Health Cloud is designed to securely manage healthcare data, featuring: Revolutionizing Healthcare Delivery with Salesforce Health Cloud Salesforce Health Cloud is designed for healthcare organizations to automate processes and provide personalized patient care. Since its launch in 2016, Health Cloud has evolved to address the complexities of the healthcare industry, including the introduction of Customer 360 for Health, an AI-driven healthcare solution. Why Choose Salesforce Health Cloud? Salesforce Health Cloud connects healthcare teams to ensure that patients receive the right care, supported by multi-layered security to protect sensitive patient data. It integrates clinical and non-clinical patient data, streamlining workflows and enhancing patient satisfaction. Top Features of Salesforce Health Cloud Key features include Patient 360, Care Plans, Care Coordination, Health Timeline, and Einstein Analytics for Healthcare, among others. Salesforce has also introduced AI-powered innovations under the Patient 360 for Health initiative, enhancing patient care and operational efficiency. Integration with MuleSoft Salesforce Health Cloud’s integration with MuleSoft allows organizations to connect with existing healthcare systems, ensuring accurate and up-to-date patient information, unlocking the full potential of their data, and improving decision-making. Conclusion Salesforce Health Cloud is more than just a platform—it’s a comprehensive solution for managing doctor-patient interactions, recordkeeping, and delivering personalized care. By leveraging Health Cloud, healthcare organizations can transform patient experiences, streamline processes, and ensure data security and compliance, positioning themselves for a brighter future in healthcare. 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
08Jul
Sinch Omnichannel Connector
Sinch (Sinch AB (publ) – XSTO: SINCH), a pioneer in global communication through its Customer Communications Cloud, has launched the Sinch Omnichannel Connector on Salesforce AppExchange. This innovative solution enhances conversational marketing and customer experiences for Salesforce Marketing Cloud customers by offering advanced one-way and two-way messaging capabilities. The solution is now available on Salesforce AppExchange. The Sinch Omnichannel Connector seamlessly integrates with the Salesforce ecosystem, enabling businesses to elevate their marketing strategies by reaching and engaging customers across their preferred channels. This new offering expands the features of Salesforce Marketing Cloud, providing a comprehensive suite of omnichannel messaging capabilities. Businesses can now connect with customers through one-way and two-way messaging across 13 diverse channels, including RCS, Kakao Talk, Viber, and Instagram. This complements Salesforce’s native channels of SMS, MMS, Email, WhatsApp, and LINE, offering a complete communication solution. “With the Sinch Omnichannel Connector, businesses can enhance their customer communications, personalize engagements, and maximize the return on their marketing investments,” said Jonathan Campbell, Senior Director, Messaging Products at Sinch. “Salesforce Marketing Cloud users can now leverage a broader spectrum of messaging channels through Sinch, beyond those directly supported by Salesforce, to optimize their marketing strategies and elevate customer engagement.” To get started, Salesforce Marketing Cloud users need an existing account and can onboard the Conversation API through the Sinch Dashboard. From there, they can easily activate the channels of their choice, tailoring their messaging strategy to suit their unique business needs. Sinch has partnered with Salesforce since 2014, when Salesforce expanded its SMS offering into international markets. Sinch is a strategic supplier for Salesforce’s global SMS delivery, providing enterprise-grade messaging solutions that support Salesforce and its global customer base. Sinch, a pioneer in global communication through its Customer Communications Cloud, has once again been named a Leader in the 2024 Gartner® Magic Quadrant™ for Communications Platform as a Service (CPaaS). Sinch sees this recognition as validation of their robust Super Network and the extensive range of communication channels they offer, including messaging, email, and voice. These capabilities enable businesses to enhance customer experience (CX) and engagement. Sinch attributes this recognition to their innovative AI capabilities, integration with over 500 platforms, and global market reach, allowing them to serve customers of all sizes worldwide. The evaluation was based on criteria that assessed the company’s Completeness of Vision and Ability to Execute. “We believe being recognized as a Magic Quadrant™ Leader for the second consecutive year confirms our commitment to our customers and our ability to help them deliver superior customer experiences,” said Laurinda Pang, CEO of Sinch. “Effective digital, one-to-one communications are vital across marketing, operations, and customer care. Sinch simplifies customer communications throughout the entire journey. Our leading API platform and comprehensive applications enable businesses to exceed customer expectations and deliver personalized communications at scale, using both established and emerging channels.” Magic Quadrant reports are based on rigorous, fact-based research in specific markets, offering a wide-angle view of the relative positions of providers in high-growth markets with distinct provider differentiation. Providers are positioned into four quadrants: Leaders, Challengers, Visionaries, and Niche Players. This research helps businesses maximize market analysis in alignment with their unique business and technology needs. View a complimentary copy of the Magic Quadrant™ report to learn more about Sinch’s strengths and cautions, as well as the offerings of other providers: https://go.sinch.com/sinch-gartner-mq-24-pr Source: Gartner, Magic Quadrant for Communication Platforms as a Service, Lisa Unden-Farboud, Pankil Sheth, Ajit Patankar, Brian Doherty, 24 June 2024. 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. 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02Jul
Salesforce Hotel Sales Enablement
Elevate Customer Experiences in Travel, Tourism & Hospitality Outstanding customer service is crucial for a positive travel experience. Customers expect personalized recognition and VIP treatment, necessitating enhanced personalization in communications and experiences across marketing, sales, and customer service. Salesforce Hotel Sales Enablement Salesforce provides a dynamic CRM platform tailored to the travel industry, featuring sales and marketing automation, data-driven analytics, and extensive customization options. It improves operational efficiency, customer engagement, and fosters innovation, offering travel agencies a competitive edge. Destination Success: Salesforce Hotel Sales Enablement for Travel Agents Travel agents often face challenges like dispersed customer data, real-time information gaps, and fragmented communication channels. Salesforce CRM offers a solution with an all-in-one platform for customer management, marketing automation, and data analysis. Leading travel companies like Hotel Tonight, Cleartrip, Caesars Entertainment, Anantara Vacation Club, and Intrepid Group use Salesforce products to enhance various aspects of their business. Why Travel & Hospitality Professionals Need Salesforce CRM Sales Cloud centralizes data storage, tracks customer requirements and preferences, manages bookings, provides real-time client information, enables personalized marketing, and facilitates data analysis for business performance. It also ensures secure collaboration and information access, boosting productivity. Explore key challenges below and how Salesforce Sales Cloud helps travel and hospitality agents overcome them: Key Challenges Salesforce Solutions Guest Experience Personalization Stores detailed customer profiles for tailored services and communication. Customer Data Management Consolidates customer information into a centralized database. Operational Automation Streamlines booking processes, guest communications, and other tasks. Enhanced Guest Communication Provides integrated communication tools for timely, personalized interactions. Revenue Optimization Offers insights into booking trends, guest spending habits, and market dynamics for dynamic pricing. Multiple Systems Integration Synchronizes data across various booking channels and integrates with financial, accounting, and other software. Adapting to Market Changes Provides flexible, scalable solutions for quick adaptation to market conditions and technological advancements. How Service Cloud Can Streamline Customer Support Salesforce Service Cloud enhances customer support by providing automated request management and deeper understanding of customer interactions. For instance, Anantara Vacation Club improved response times and customer satisfaction by transitioning to Service Cloud, achieving significant growth and high satisfaction scores. How Salesforce Can Facilitate Partnership Management Salesforce’s Partner Relationship Management (PRM) system and partner portals powered by Experience Cloud enhance collaboration with partners and affiliates. For example, Pernod Ricard used Experience Cloud to improve interactions with distributors and create customer communities. How Experience Cloud Helps Create Smooth Booking Management Salesforce Experience Cloud allows travel and hospitality businesses to create custom web portals for managing reservations, checking real-time availability, and processing booking modifications. How Marketing Cloud Helps Deliver Marketing Excellence Salesforce Marketing Cloud and Marketing Cloud Account Engagement provide sophisticated marketing automation tools for executing targeted campaigns and personalized guest engagement, as demonstrated by Intrepid Travel’s improved customer engagement and personalized journeys. How CRM Analytics Provides Strategic Insights CRM Analytics offers advanced analytics capabilities for data-driven decision-making, identifying trends, forecasting demand, and optimizing pricing strategies. This helps improve investment returns and predict future trends. How Salesforce-Powered Web Portals Can Enhance Travel & Hospitality Operations Salesforce Experience Cloud enables the creation of connected digital experiences for travel and hospitality businesses. Custom web portals built on Salesforce provide personalized digital experiences for customers, streamline booking processes for travel agents and partners, and improve internal collaboration for hospitality staff. Solutions Built on Salesforce Experience Cloud For Whom What Can Be Built Solution Benefits Customers Personalized Travel Portals, Self-Service Support Centers Easier travel planning, management, and access to support and travel advisories. Travel Agents and Partners Agent and Partner Portals Streamlined booking processes and better visibility into revenue and reservations. Employees Internal Collaboration Platforms, Training Platform Improved task management and access to real-time business insights. Examples of Custom Solutions Expert Salesforce Consulting with Tectonic Tectonic helps travel and hospitality businesses maximize Salesforce’s potential by creating customized self-service portals, booking portals, and integrated web platforms. With over 650 successful projects, Tectonic ensures proper configuration, data migration, ongoing support, and training for Salesforce products. Sales Enablement Strategy Sales enablement is crucial for evolving sales teams to sell with the latest technologies. Equip your sales teams with the right blend of assets and information using an elegant platform to help them increase sales and convert leads faster. Sell Faster with Sales Programs Sales Programs built into CRM guide sellers to success with AI-powered coaching and relevant resources, improving productivity and connecting programs to sales results. Best practice templates and intelligent, automated program delivery make it easy. Challenges Reps Face Reps often struggle with identifying stakeholders, strategy, and deal details. Sales enablement provides the necessary education and guidance to advance prospects through the sales pipeline effectively. Benefits of Sales Enablement Investing in a strong sales enablement process lifts the entire sales team and the company, connecting sellers to key players, ensuring consistent messaging, and increasing productivity. Content updated August 2023. 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
01Jul
Marketing Personalization Explained
It feels like you’ve found “the holy grail” — a customer ready for a long-lasting brand relationship built on personalized marketing leading to customer loyalty. But then, just as quickly as the sparks fly, they fizzle out. Engagement plummets, and those once-enthusiastic customers cool or even disappear. What went wrong? Marketing Personalization Explained. In the world of personalized marketing, making the wrong moves can turn a promising relationship into a fleeting encounter. Or even a downright negative experience. Salesforce data shows that 81% of customers expect faster interactions as technology advances, and 73% crave better personalization. Without these, poor service can drive customers away, which is the number one reason they stop purchasing. Customers today value their experience with a company almost as much as their experience with the product or service. Customer experiences can be greatly improved with personalization. And we don’t just mean inserting their first name into an email. With timely data at your fingertips, influencing customer behavior seems straightforward. But there’s a catch: failing to utilize all available data can negatively impact customer experiences — pushing customers away faster than they can click “unsubscribe.” At the end of the day, as consumers, we are well aware that our data is being captured and we are willing for that to be so as long as the data is utilized to improve customer experiences. If I’ve just opted out of shoes in your custome preference center and then get an advertisement via email or web site experience pushing shoes, I quickly recognize you are not using the data you are collectig on me. At least not for personalization. So what are you doing with it? How can you build one cohesive personalized marketing journey instead of a series of disjointed interactions? First, let’s define personalized marketing and then cover some do’s and don’ts for fostering long-term customer relationships. What is Personalized Marketing? Personalized marketing ditches the one-size-fits-all approach, using data to tailor messages and offerings to individual customers. This can range from including a customer’s name in an email, to recommending products based on past purchases, to tailoring customer conversations with AI-powered chatbots. Done right, it fosters loyalty and boosts revenue. Done wrong, it becomes annoying and intrusive. Personalized Marketing in Practice Personalization continues to evolve, with more than half of marketers now adopting a lifecycle approach. They target potential customers with awareness campaigns and nurture existing ones with product support and loyalty programs. Marketers engage customers across an average of 10 channels, which is what customers expect. However, accessing up-to-date data across all channels can be challenging. Just like any relationship, personalized marketing requires effort to succeed. Companies must responsibly collect and analyze customer data, translate it into clear audience segments, and share it across departments to create a connected experience. Every interaction, big or small, can make or break a relationship. Maintaining personalization also requires constant monitoring and adaptation, a challenge for businesses with limited resources. Real-time data driven marketing is powerful. Large enterprises often have more data and the infrastructure to execute complex strategies, while small businesses may rely on simpler tactics. The core idea remains the same — understanding your audience and tailoring your marketing to resonate with them. But, rushing things or being overly clingy can lead to disaster. The Do’s and Dont’s of Personalized Marketing Imagine getting served irrelevant ads or recommendations for something you already bought. Perhaps even at a better price than you paid. Building trust with your audience is key to avoiding this. Turn your relationship from doomed to devoted with these tips: Personalized Marketing in Action The honeymoon stage is blissful in relationships as well as consumer interactions, but it’s the next phase that makes or breaks the relationship. Here’s how personalized marketing done right can keep your customers coming back for more. Example: National Time Outside (NTO) NTO, a fictional outdoor apparel retailer, faced stagnant conversion rates. They knew personalization was key but needed to cater to a diverse customer base. Here’s how they tackled the problem: By delivering personalized shopping experiences, NTO saw a significant increase in conversion rates. Waterfall segmentation helped prioritize various audience subsets, retain loyal customers, and avoid oversaturation of promotions. Customers received offers and communications that were highly targeted to their interests. Tent campers weren’t receiving ads for RV accessories, and bikers weren’t receiving communications for horseback riding. Example: Salesforce At Salesforce, they use their own product, Data Cloud, to cut the time between a lead expressing interest and it being sent to the correct sales rep from 25 minutes to 45 seconds. Processing over 20 million leads annually, Salesforce’s own system, now built on their automation platform Flow, unifies customer data from all sources, making it accessible and actionable across departments. Personalized marketing is a balancing act requiring resources and expertise. However, truly personalized marketing depends on shared, accessible, and actionable data across the entire business. Ditch the one-size-fits-all approach, invest in your data strategy, and watch your customer relationships blossom with relevant recommendations and experiences that keep them coming back for more. Personalization is about building relationships, and just like in love, every interaction counts. 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
24Jun
Summer 24 Marketing Cloud Engagement Rescheduled
We have an update about the Summer ’24 Marketing Cloud release originally scheduled for June 22, 2024. Summer 24 Marketing Cloud Engagement Rescheduled. To ensure optimal performance, Salesforce has rescheduled the Summer ’24 release to June 29, 2024. How Can I Get More Information? For more information about the features in the Summer ’24 Marketing Cloud release, reference the release notes. Updates are provided on Trust. If you have questions, contact Customer Support by opening a case via Salesforce Help. Original Timeline-Summer 24 Marketing Cloud Engagement Rescheduled The Summer ’24 Marketing Cloud Engagement release occurs June 7, 2024 through June 28, 2024. Some features are made available to your instance within a week of the release. Get an exclusive, in-depth look at our new features by tuning into the Summer ’24 Marketing Cloud Engagement Release New Feature Overview. Join this webinar on June 27, 2024 at 2 PM EDT. 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
21Jun
Salesforce’s Bold Predictions for Holiday 2024 Sales
Salesforce’s Predictions for the 2024 Holiday Shopping Season Salesforce’s Bold Predictions for Holiday 2024 Sales include that trade routes, artificial intelligence, pricing, and Chinese shopping applications will significantly influence the 2024 holiday shopping season. Here’s a breakdown of their insights: Changes in Holiday Shopping Experiences Salesforce, the software giant known for its e-commerce platform and cloud services, predicts a “challenging season” for both retailers and consumers. The company notes that shoppers have been delaying major purchases in hopes of finding discounts. As a result, retailers will need to adapt to changing consumer behaviors and economic pressures. Consumer Behavior and Economic Pressures Salesforce observes that consumers, resilient through four years of economic uncertainty, are finally feeling the impact of persistent inflation and supply chain issues. A significant 32% of global consumers have increasingly turned to alternative credit options like Buy Now, Pay Later (BNPL) this year. Holiday Shopping Timeline Salesforce defines the holiday shopping season as running from November 1 to December 31. In 2022, 76 of the top 2000 online merchants in North America, using Salesforce as their e-commerce platform, generated over 6.97 billion in combined online sales. Salesforce’s Bold Predictions for Holiday 2024 Sales 1. Dominance of Chinese Shopping Applications Salesforce predicts that Chinese shopping apps will dominate the holiday season. According to their research, 63% of Western consumers plan to shop from Chinese apps such as Cider, Shein, Temu, TikTok, and Aliexpress. The primary driver for this trend is competitive pricing. Salesforce expects these apps to account for 21% of sales outside China during the holiday season. 2. Impact of Middle-Mile Shipping Costs Middle- and last-mile shipping costs are projected to increase by $197 billion in 2024, a 97% rise from the previous year. Factors contributing to this include rising crude oil prices and geopolitical tensions affecting global shipping routes. Despite these challenges, Salesforce advises retailers not to pass shipping costs onto consumers, as free delivery significantly influences online purchasing decisions. 3. AI Adoption in Gift Searches Salesforce reports that AI influenced 17% of online purchases during the 2023 holiday season, generating 9 million in sales. In 2024, more consumers are expected to use AI for gift discovery. With Google’s integration of generative AI into its search tools, retailers can shift from keyword searches to natural language prompts, potentially tripling conversion rates compared to non-engaged site traffic. Conclusion Salesforce Marketing Cloud’s array of features, including automation, personalization, analytics, and collaboration, empower B2B marketers to streamline their efforts and achieve superior results. By leveraging these capabilities, businesses can elevate their marketing initiatives and drive significant outcomes during the 2024 holiday season. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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
15Jun
HCG Providing Patient-Focused Personalized Care With Salesforce
HCG Delivers Personalized Patient Care with Salesforce Read more at: CXO Today HCG Providing Patient-Focused Personalized Care With Salesforce Healthcare Global Enterprises Ltd (HCG), a renowned network of 25 hospitals, is elevating patient care through Salesforce. With a 360-degree patient view, HCG connects with patients on a more personal level, delivering proactive support at every step of their journey. HCG’s commitment to value-based, precision medicine is clear, attracting over 200,000 patients annually. Unified Patient View for Personalized Care Previously, HCG faced challenges with siloed patient information and a rudimentary CRM system. “Without a single source of truth on patients, it was difficult for our medical, surgical, and support teams to collaborate,” says Vineesh Ghei, Chief Sales Officer, HCG. Today, Salesforce provides a unified patient view, capturing every case history, treatment plan, and patient preference, enabling teams to personalize patient care effectively. Enhanced Efficiency with Automation Salesforce Sales Cloud captures initial patient interactions, streamlining responses and tracking conversations. “Our response time to patient enquiries has reduced from 45 minutes to 23 minutes,” notes Ghei. Sales productivity has also improved with automated task prioritization and activity tracking. Additionally, partner management processes have been automated, enhancing engagement. Swift Service Query Resolution Patient journeys are orchestrated on Salesforce Service Cloud, integrating outpatient consultations, inpatient processes, and discharge planning. Integration with HCG’s appointment booking and cloud telephony systems ensures patient details are readily available to agents, enabling resolution of over 90% of queries in under five minutes. This comprehensive view allows service agents to provide proactive, personalized support. Contextual Communications for Long-Term Wellness Using Salesforce Marketing Cloud Engagement, HCG segments patients and delivers personalized communications relevant to their treatment stages. “Every patient’s journey is deeply personal,” says Stuti Jain, Head of Brand, Digital, and Communications, HCG. “Our communications are prioritized to add value to their journey.” HCG maintains connection with patients post-visit, supporting them through recovery. Data-Driven Decision Making By integrating data from Health Information Systems, Electronic Medical Records, and other platforms, HCG leverages operational intelligence to enhance decision-making. Insights from dashboards and reports improve patient satisfaction and care quality. Marketing Cloud Intelligence helps optimize campaigns, engagement channels, and team performance. Expanding Digital Transformation HCG plans to unlock additional Salesforce features, such as AI-driven call center operations with Einstein. Further integrations with lab and radiology systems and patient care apps will expand the Patient 360 view. “Our goal is to become an oncology knowledge company, up-to-date on treatment protocols and patient needs,” says Dey. Jain adds, “When people think of cancer care, they should think of HCG.” HCG’s integration of Salesforce is setting a new standard in personalized cancer care, ensuring patients receive the best possible support and treatment throughout their journey. 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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