Salesforce Financial Services Solutions Archives - gettectonic.com
Which Industries Use Salesforce

Which Industries Use Salesforce?

Salesforce’s comprehensive industry solutions cater to specific needs across a wide array of business sectors, making it a crucial tool for businesses seeking tailored CRM solutions. Its adaptability and industry-focused approach have contributed to its widespread adoption across various domains.

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Salesforce

Spring ’24 Salesforce Enhancements to Health Cloud and the Financial Services Industry

Salesforce Enhancements to Health Cloud and the Financial Services Industry bring about big changes for Health Cloud and financial services solutions. Enhancements Home Health Enhancements Health Cloud Deliver connected health in the home with new slot broadcasting, intelligent medication management, and a self-service patient portal. Provider Relationship and Network Management Enhancements Health Cloud Process referrals

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Customer Satisfaction

Tectonic’s Approach to Ensuring Salesforce Customer Satisfaction

by Tectonic’s Sean McSkimming Scenarios of Assorted Levels of Customer Satisfaction – Ensuring Salesforce Customer Satisfaction Are you having satisfaction issues during or after your Salesforce implementation? Are you not happy with the Salesforce solution or implementation provided to you? Or are you seeing low user adoption after the implementation has gone live? This can

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Industry Cloud

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

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Salesforce Success Story

Case Study: Financial Services-Community Bank-Marketing Cloud/Customer 360

“The Tectonic team showed strong knowledge of the SFMC platform. They listened to our specific needs and use cases and crafted a customized and creative approach to meet our needs. They were reliable and communicative throughout the entire project.”

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Slack for Financial Services

How Slack Works with Financial Services Cloud

The financial services industry is fiercely competitive, demanding quick access to customer data, seamless collaboration, and well-informed decision-making for growth and staying ahead. Slack and Salesforce Financial Services Cloud (FSC) serve as instrumental tools in achieving these objectives. By synergizing these two robust platforms, organizations in the financial sector can enhance efficiency and organizational structure.

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Salesforce Einstein Copilot

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

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