Salesforce Sales Cloud - gettectonic.com - Page 10
Salesforce Quip Sales Cloud Service Cloud
01Feb

Quip, Sales Cloud, and Service Cloud

Quip Sales Cloud Service Cloud Quip, the document collaboration platform under Salesforce ownership, has recently announced a deeper integration into the core Sales Cloud and Service Cloud products of Salesforce. Quip helps sales teams accelerate business in real-time. Reimuip’s mobile-first content collaboration platform and word processing programs let’s you create, edit, discuss, and organize your team’s work — all in one place. This development is indeed big news, addressing the anticipation that followed Salesforce’s $750 million acquisition of Quip in 2016. The integration, now realized with Quip for Sales and Quip for Service, marks a transformative step for Quip. Quip’s cloud-based word process and collaboration software enhances Salesforce’s suite of productivity tools for business. This discussion will explore two pivotal aspects that distinguish the new Quip: Interface and Automation. Interface: Quip is now seamlessly embedded into the Salesforce console interface, offering a more integrated user experience. Automation: Using Quip gains the ability to leverage Salesforce Workflows, Approval Processes, and Lightning Flows configured by administrators. Quip for Sales Enhancing internal communication is crucial for sales teams to maintain strategic focus and present a professional image externally. Recognizing the limitations of static sales strategies, Quip meets the need for agility in sales teams to remain competitive. Quip transforms critical strategy documents into living plans, constantly updated with live data and adjusted collaboratively by the team within the context of the account. Use Cases Sales-specific use cases encompass: Account/Territory Plans Account hand-offs Proposal/Quote Feedback, linked to approval processes Pipeline Stage Required Documentation, aligned with the Sales Process Quip for Service With the simultaneous introduction of Quip for Service and the Einstein for Service announcement, there’s an increased focus on customer service transformation. The evolving landscape demands more from service agents, both in terms of diversified portfolios on the product side and elevated expectations from customers. Collaboration in service becomes imperative, especially as cases become less straightforward, requiring consideration of additional context in complex discussions. Use Cases Service-specific use cases include: Agent ‘Swarming’: Groups of agents collaborating on a single, complex case can engage in digital discussions. Knowledge Article Editing: Feedback from subject matter experts or the marketing department ensures content and messaging accuracy. Guided Actions for Case Resolution: Lightning Flows, exemplified by a Guided Actions flow, play a significant role in Service scenarios. The tighter integration of Quip and Salesforce’s Sales Cloud and Service Cloud signifies a strategic move that enhances user interface cohesion and introduces powerful automation capabilities, marking a noteworthy evolution for Quip. 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more 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

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February 1, 2022in Salesforce Development Services, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Einstein and Einstein Automate
21Jan

Lead Conversion at the Speed of Einstein

The primary challenges faced by businesses today revolve around lead generation and conversion. Lead conversion with Einstein is fast. Tectonic proudly offers comprehensive solutions for both challenges through the implementation and customization of Salesforce Einstein Lead Scoring. Salesforce Einstein Lead Scoring, a pivotal feature within Sales Cloud Einstein, leverages artificial intelligence to empower sales representatives in converting leads more efficiently. By analyzing historical sales data, Einstein Lead Scoring determines the likelihood of a lead converting into an opportunity. This predictive intelligence enables sales teams to segment and prioritize leads for faster conversion. Tectonic and Lead Conversion with Einstein Let Tectonic’s’ customization and implementation services ensure that your company maximizes the value derived from Sales Cloud Einstein, setting your sales representatives up for success. The factors influencing lead conversion, as predicted by Einstein Lead Scoring, are conveniently displayed on each lead record in Salesforce, aiding sales reps in quick preparation for calls and interactions. Lead Conversion with Einstein Einstein Lead Scoring models are uniquely built for each customer and organization, analyzing standard and custom fields through various predictive models. The machine learning behind Einstein continuously improves accuracy by updating models monthly. This ensures that leads are scored every hour using the latest model, promptly adapting to any changes in lead data. Truly, the power of Einstein Lead Scoring lies in its ability to discover insights, predict lead conversion likelihood, and provide automatic insights into the newly determined score. Studies indicate that AI-powered companies spend less time prospecting and more time actively growing revenue. Einstein Lead Scoring allows your company to focus more on selling and less on prospecting, leading to faster lead conversion and shorter sales cycles. Tectonic assists in automating sales and marketing processes, integrating the capabilities of Einstein Lead Scoring into your business. With zero setup requirements, custom lead score-driven workflows, and smart lead lists. Einstein Lead Scoring ensures that your sales teams work smarter and faster. The Lead Score Your Lead Score field added by Einstein Lead Scoring in your Salesforce org lets sales and marketing teams prioritize leads. This is based on similarities to prior converted leads. Through data science and machine learning, Einstein Lead Scoring offers a faster and more accurate solution. When compared to traditional rules-based lead scoring. Your Salesforce admin, or Tectonic’s Salesforce team, can set up Einstein Lead Scoring to score all leads together. Or group them into segments based on field criteria. The dashboard provides key lead score metrics. By offering insights into average lead score by lead source, conversion rate by lead score, and lead score distribution across converted and lost opportunities. Sales Cloud Einstein Sales Cloud Einstein, with Einstein Lead Scoring, is a ready-to-use set of tools that learn from Salesforce CRM data and activities, continuously enhancing its predictions. Because Sales Cloud Einstein includes additional features such as Salesforce Inbox and Einstein Activity Capture. Einstein Opportunity Insights offers smart reminders or tasks for nurturing customer relationships. Einstein Lead Scoring helps prioritize leads for conversion. Incorporating Sales Cloud Einstein and Einstein Lead Scoring into your sales and marketing strategy can yield a great return. Your Salesforce investment will fill your opportunity pipeline. Contact Tectonic for a free consultation to explore how Sales Cloud Einstein can accelerate lead conversion for your business. 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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January 21, 2022in Einstein Insights, Salesforce Sales Cloud
Salesforce
14Jan

Maximizing Sales Impact with Salesforce

Navigating Sales Challenges: Strategies for Success with Salesforce Maximizing sales impact with Salesforce doesn’t only effect your ROI. It shortens sales cycles. It increases conversion rates. And it makes a world of difference in the sales world. Sales professionals face unprecedented challenges in today’s competitive and resource-constrained workplace. External factors often hinder internal success. Global uncertainties, like supply chain disruptions, inflation, regulatory shifts, and political instability. They create an atmosphere of caution among B2B and B2C buyers. In response, companies are striving to enhance productivity, efficiency, and achieve predictable revenue. Key Benefits of Selling with Salesforce: Salesforce helps manage customer relationships, storing data, interactions, and deal information securely in a central location. With data stored in the cloud, you ensure its safety and prevent the loss of crucial or time-sensitive information.  Cloud based storage makes data easily accessible to a mobile and remote workforce. How Salesforce Supports Sales People: Salesforce, the most popular CRM tool, enables sales agents to focus more on client needs and less on back-end management. It frees up time for the sales team, allowing them to concentrate on critical tasks. As a Salesforce consulting company, Tectonic goes beyond innovating CRM technology.  We take the time to understand your sales process and customize your Salesforce instance to support your business model. Automating tasks that otherwise slow down your sales team.   Maximizing Sales Impact with Salesforce To counter the challenges facing sales teams today, sales leaders focus on factors which are within their control. A pivotal strategy involves fostering alignment between departments and dismantling communication silos that impede business velocity. Adapting operations to cater to the rising demand for hybrid or virtual selling, ensuring omnichannel accessibility. Fortifying company data and tools are paramount.  Tectonic designs a Salesforce ecosystem to empower sales teams. Tectonic and Salesforce Ecosystem Collaboration: Tectonic collaborates with you to maximize your Salesforce ecosystem, providing tailored platforms and tools for departmental collaboration and alignment. The Salesforce Customer Data Platform, offering a comprehensive 360-degree customer view, is accessible to all sales and marketing team members, pulling in data from every customer interaction. Maximizing Sales Impact with Salesforce for Success: Companies maximize success by engaging customers across multiple channels. By leveraging platforms like Salesforce Marketing Cloud and Salesforce Marketing Cloud Account Engagement. These tools enable omni channel communication, reaching customers at their preferred time and through their preferred channels. These tools are improving open and click-through rates. In the evolving sales environment, reps need to transition from being mere product pitchmen to trusted advisors and brand evangelists. This transformation demands access to appropriate technology, tools, training, and organizational support. Coupled with collaboration across various company teams, including marketing, customer service, and sales operations all win. Salesforce Sales Cloud Competitive Advantages: Maximizing Sales Impact With Salesforce With an Implementation Partner Salesforce Sales Cloud Implementation Services empower businesses to grow by optimizing processes, accessing information, and removing redundancies. The efficient utilization of technology and data by Sales Cloud promotes better messaging, outreach, and customer service. Therefore resulting in a better business.  Implementation partners like Tectonic increase speed to market and improve customization ensuring Sales Cloud is a valuable investment for your business. Building Relationships As companies prioritize building long-term customer relationships, Salesforce’s role becomes pivotal in defining strategy and enhancing efficiency. Sales leaders recognize the importance of sales operations in fostering long-term customer loyalty through recurring sales and predictable revenue. Salesforce, including the leading CRM platform, enables businesses to focus on growth while leveraging automations and workflows to streamline operations. Success in sales lies in focusing on controllable factors, continuous adaptation, and improvement. By maximizing impact and cultivating strong customer relationships, sales teams can drive revenue and achieve their targets. Schedule a consultation with Tectonic today for expert analysis and guidance on the best Salesforce tools for your business. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 14, 2022in Marketing Automation, Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud
Salesforce Sales Cloud
11Jan

Planning for Einstein Sales Cloud

Salesforce Sales Cloud is a powerful catalyst for your organization’s business expansion, representing a significant investment in the growth of your enterprise. By incorporating Sales Cloud Einstein with your Sales Cloud instance, along with your sales and marketing teams, can operate at an enhanced level of efficiency. The key to success lies in meticulous planning for the implementation of Sales Cloud Einstein. The enormous potential of the Einstein Platform is a potential gamechanger. Launched in 2016, during the Dreamforce conference, Einstein is a solution that combines AI, CRM data, and processes assisted with analytical techniques. It optimizes the capabilities of the entire Salesforce platform. By offering multiple functions and tools based on machine learning and deep learning in order to make processes more intelligent. Planning for Einstein Sales Cloud shortens your time to success. In the pre-enablement phase, a comprehensive understanding of your business challenges and priorities is imperative. Armed with this knowledge, you can identify the specific Sales Cloud Einstein features that align with your organizational goals. Ensuring alignment across your teams facilitates the measurement of success throughout the implementation process. Identifying challenges within the organization, such as data overload, time constraints, vague processes, and difficulty in recognizing opportunities at risk, sets the stage for a strategic implementation. Beginning with a small, diverse group of users allows you to test and fine-tune the selected Sales Cloud Einstein features. A Partner for Planning for Einstein Sales Cloud Leverage Salesforce or your implementation partner’s tools to ensure the richness, utility, and cleanliness of your CRM data. Transitioning into the enablement stage involves setting up Sales Cloud Einstein in your sandbox org, activating chosen features, and testing compatibility with existing architecture, workflows, and Lightning components. Effective communication with users is crucial during this stage, outlining the goals and features of Sales Cloud Einstein. Providing SMART goals—specific, measurable, achievable, relevant, and time-bound—facilitates the measurement of implementation success. Key performance indicators may include lead conversion rate increases, closed-won rate increases, opportunity pipeline growth, or reduced time to close opportunities. As you prepare to go live in your Salesforce org, assign Sales Cloud Einstein licenses to a diverse user group, including power users, a pilot group, and representatives from various departments. A successful post-enablement stage involves gathering feedback from users, measuring return on investment (ROI), and expanding user groups. Essential stages for a successful Sales Cloud Einstein implementation encompass: Planning for Sales Cloud Einstein Plan your Sales Cloud Einstein rollout in three stages: pre-enablement, enablement, and post-enablement. For those without an implementation partner, Salesforce’s setup guide offers a step-by-step walkthrough of the above stages. 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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January 11, 2022in Salesforce Managed Services, Salesforce Sales Cloud
Salesforce Queues
20Dec

Salesforce Leads Assigned To and From a Queue

A Salesforce lead queue serves several purposes. Accepting leads from a queue is an easy way to reassign leads to yourself. Salesforce lead queues are a great way to assign leads to a team, too. To reassign a single lead from a queue, go to the record detail page and change the record owner. To assign a lead to a queue: Can a queue own a lead Salesforce? The default lead owner can be a user or a queue. 1. From Setup, click Setup – Feature Settings – Marketing – Lead Settings, and then click Edit. How do you assign lead to queue using flow? A Salesforce lead queue allows users to prioritize, distribute, and assign records – ideal for teams that share workloads. Queues bring together groups of users to help manage shared workloads, while increasing visibility into what needs to be done (even if team members are out sick or on vacation). 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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December 20, 2021in Salesforce, Salesforce Development Services, Salesforce Sales Cloud
Salesforce Communications Cloud
10Nov

Salesforce Communications Cloud for Service Providers

Salesforce’s Communications Cloud facilitates the delivery of digital-first journeys. With seamless order processes, offering time and cost savings while enhancing internal operational efficiencies. In collaboration with Tectonic, this Salesforce tool empowers the creation of straightforward yet powerful digital experiences. It aids in streamlining product and service launches and adhering to industry standards.. With architectures, and leveraging predictive analytics to reduce email churn. Built on the world’s leading CRM platform – Salesforce, Communications Cloud, formerly known as Vlocity for communications. It empowers B2C, B2B, and wholesale communications service providers (CSPs) to transition to a catalog-driven digital BSS (digital business support system).  Purpose Built Industry Functionality With purpose-built industry functionality and the comprehensive capabilities of Sales Cloud and Service Cloud, service providers can swiftly adapt to changing customer expectations. The tool to achieve faster time-to-value, and integrate every aspect of their organization, from marketing and retail channels to customer care and operations. Salesforce Communications Cloud ensures businesses exceed customer expectations across B2B, B2C, and multiple channels. It seamlessly integrates with Salesforce Marketing, Sales, and Service Clouds, offering industry-specific functionality. Utilizing analytics and artificial intelligence (AI), it delivers personalized services, enabling omnichannel marketing across various channels. Collaborating with Tectonic ensures the seamless integration of Communications Cloud functionality with other Salesforce systems, promoting smooth data flow and cohesive organizational processes. Properly implemented Salesforce Communications Cloud makes omnichannel communications easy. For specific business operations, like number reservation systems or credit check applications, that are not directly supported by Salesforce Customer 360, OmniStudio and APIs can be employed to integrate third-party applications. This solution provides industry-standard APIs, including TMF620 and TMF645 APIs, automating processes for faster and more accurate service. Communications Cloud allows tailoring customer interactions based on individual preferences, providing notifications about promotions, service activations, outages, billing information, product changes, and feedback opportunities. Each communication is tracked on the customer account, enabling Einstein Analytics to monitor interactions for efficient and personalized service. Collaboration with Salesforce Communications Cloud Commercial and technical teams collaborate using a shared catalog to design and develop customer-specific offers. With reusable components in the shared catalog, teams can efficiently build, test, and connect offer elements, reducing time-to-market. Customers can order products and services through various channels, and Communications Cloud, being omnichannel, processes and stores information using a master data source. It ensures that products and services offered are relevant, correctly configured, priced, available, and deliverable before the order is placed. Integration with Marketing and Service Clouds facilitates order fulfillment, service scheduling, and customer communication. Call center interactions become opportunities to build relationships and make informed suggestions, enhancing the customer experience.  Communications Cloud makes every connection with a customer a positive experience properly tracked in your CRM. Communications Cloud in the Communications Industry In the communications industry, changes to plans and services, known as move, add, change, delete (MACD), are managed through Communications Cloud integration with Salesforce Service and Marketing clouds. Sales reps create MACD orders with industries CPQ, keeping customers informed of progress and scheduling relevant service appointments. Tectonic, as a Salesforce Consulting Partner, assists companies in utilizing Communications Cloud effectively. Through the discovery process, roles and responsibilities are mapped to determine how key employees can best leverage Salesforce Communications Cloud. Tectonic comprises a skilled team of Salesforce-certified Consultants, Developers, Analysts, and Project Managers. Specializing in innovative Salesforce solutions, the team brings custom Salesforce technology to various business aspects, ensuring strategic services align with specific needs. Reach out to the Tectonic team today to explore how Salesforce Communications Cloud can improve your customer communications. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 10, 2021in Salesforce Communications Cloud, Salesforce Development Services, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Sales Pipeline
15Oct

Sales Pipeline

A sales pipeline is as an organized and visual method for tracking potential buyers as they progress through different stages of the purchasing process and buyer’s journey. Typically depicted as a horizontal bar or funnel, it delineates the various stages of a company’s sales process. With Salesforce Sales Cloud, you gain access to comprehensive pipeline metrics, including top opportunities and deal updates. Analyze changes in the pipeline, comprehend the factors influencing shifts, and devise strategies to bridge gaps. Identify crucial deals and receive alerts when next steps remain unupdated. Keep opportunities current through easy inline field editing. Salesforce empowers you to consolidate predictions and recommendations from opportunities, calls, emails, and cases. Assist representatives in advancing deals with insights into deal progression, trends from voice and video, context from relevant emails, service case status, and more. Determine if the right stakeholders are engaged in deals and assess their level of involvement. While some businesses experience natural sales flows from various sources. Others may find their sales process to be disorganized and lacking structure, leading to unpredictable results. A sales pipeline visually represents the steps a representative takes to guide a prospective buyer through the sales funnel. Sales pipeline management involves estimating the potential revenue from current sales opportunities. Insights in a Pipeline When digging into sales pipeline data, businesses can uncover valuable insights, including: Leveraging a Sales Pipeline By leveraging a sales pipeline, companies gain a data-driven understanding of their current and future sales performance. This knowledge enables informed decisions regarding hiring, training, advertising budgets, and more. 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 How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more 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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October 15, 2021in Salesforce Sales Cloud
Marketing Cloud for Nonprofits
05Aug

Marketing Cloud for Nonprofits

Introducing Marketing Cloud for Nonprofits: A Comprehensive Overview A brand-new edition of Salesforce Marketing Cloud tailored specifically for nonprofit organizations has arrived – Marketing Cloud for Nonprofits. This specialized edition comes with discounted licensing and includes pre-defined email templates and journeys crafted for nonprofit use cases, with more exciting features planned for future releases. So, how can nonprofits leverage Salesforce Marketing Cloud? What sets Marketing Cloud apart from other digital marketing tools? And most importantly, is Marketing Cloud the right fit for your nonprofit? Marketing Cloud for Nonprofits Utilizing Marketing Cloud for Nonprofits For those involved in nonprofit work, this offering brings significant advantages: Why Choose Marketing Cloud Over Other Tools? Salesforce Marketing Cloud (SFMC) stands out for leveraging your supporter data effectively for marketing purposes. Is Marketing Cloud for Nonprofits Suitable for You? Consider using Salesforce Marketing Cloud if your nonprofit: Pricing and Investment The introductory pricing for Marketing Cloud for Nonprofits starts at £400/€500 per month and offers flexibility to scale as your marketing needs grow. Explore additional contact allowances and sending capabilities as you expand your fundraising efforts. In the nonprofit sector, value for money is essential. The Marketing Cloud for Nonprofits edition provides an opportunity to explore SFMC’s potential with an initial investment. As you witness the fundraising benefits, consider scaling up and exploring advanced features offered by SFMC. Engage with Salesforce partners to navigate your Marketing Cloud journey effectively, and consult with your Salesforce Account Executive (AE) to assess if Marketing Cloud for Nonprofits aligns with your organization’s goals. To learn more about Salesforce products tailored for nonprofits, visit Salesforce.org and kickstart your journey towards impactful fundraising and supporter engagement. To discuss installing and implementing Marketing Cloud for Nonprofits, contact Tectonic today. 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 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 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 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

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August 5, 2021in Salesforce for Nonprofits, Salesforce Marketing Cloud, Salesforce Nonprofit Cloud, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce
16Jul

Approval Process Salesforce

Approval processes take automation one step further, letting you specify a sequence of steps that are required to approve a record. An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. Users can’t see which approval process is triggered when they click Submit for Approval. Familiarize users on the criteria for each approval process and what each approval process does. If the record doesn’t meet the entry criteria or if they’re not an allowed submitter for any approval processes, Salesforce displays an error. Terminology Approval Actions An approval action occurs when all required approvers approve a step. Approval Process An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. Approval Request An approval request is an email, Salesforce app notification, Lightning Experience notification, or Chatter post. The approval request notifies the recipients that a record was submitted for them to approve. Approval Steps Approval steps define the chain of approval for a particular approval process. Each step determines: The first step specifies what to do if a record doesn’t advance to that step. Later steps specify what happens if an approver rejects the request. Assigned Approver The assigned approver is the user responsible for responding to an approval request. Delegated Approver A delegated approver is someone appointed by an assigned approver as an alternate for approval requests. Email Approval Response Email approval response lets users respond to approval requests by replying to an email notification. Initial Submission Actions An initial submission action occurs when a user first submits a record for approval. By default, the record is locked. Final Approval Actions Final approval actions occur when all required approvals are obtained. Final Rejection Actions A final rejection action occurs when an approver rejects the request and it moves to the final rejection state. Outbound Message An outbound message sends information to a designated endpoint, like an external service. You can configure outbound messages from Setup. Configure the external endpoint and use SOAP API to create a listener for the messages. Process Instance A process instance represents one instance of an approval process. A new process instance is created each time a record is submitted for approval. Process Instance Node A process instance node represents an instance of an approval step. The system creates a process instance node each time a record enters a step in an approval process. The system doesn’t create a process instance node when the record doesn’t meet the step criteria, or the approval process instance is completed without entering the step. Recall Actions A recall action occurs when a submitted approval request is recalled. By default, the record is unlocked. Record Locking Record locking prevents users from editing a record, regardless of field-level security or sharing settings. By default, Salesforce locks records that are pending approval. Only admins can edit locked records. 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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July 16, 2021in Salesforce, Salesforce Development Services, Salesforce Managed Services, Salesforce Sales Cloud
Salesforce Sales Cloud
25Jun

Salesforce Sales Cloud for Sales Teams

Why sales teams need Salesforce Sales Cloud Sales Cloud delivers tools and technologies to aid sales teams so that they can complete their work more efficiently and effectively. These productivity-boosting features are based on core lead and opportunity management, and far beyond. Sales Cloud helps salespeople automate, manage, and monitor sales processes for optimal efficiency. More Leads Salesforce Sales Cloud helps increase your rates of conversion. With the help of Lead Management, you can track your leads and monitor your campaign across multiple platforms. This also allows you to make smarter decisions about any future investments. You gain access to the right sales data at the right time with the help of data.com. This helps you communicate with decision-makers and boosts your revenue in marketing and sales. Ultimately, Sales Cloud offers a sales team a robust lead generation and management machine that allows marketers and sales representatives in making smarter decisions, connecting with partners, and improving customer acquisition. More Revenue Every company wants to close good deals. Salesforce Sales Cloud Implementation Services provide customers with Contact Management software. The software helps sales representatives in closing more deals and understanding their future prospects better. By offering a comprehensive view of your customers including key contacts, activity history, and client communications, Sales Cloud helps you in anticipating your customer needs better and reacting accordingly. Salesforce Sales Cloud offers advanced forecasting tools that allow sales teams to predict revenue with greater accuracy. These tools leverage historical data, pipeline information, and customizable forecasting models to provide insights into future sales performance. Better Reporting The data a business collects from different sources like social media tools, CRM, and business software applications is a powerful business asset. But, when this data is not sorted and filtered properly, it is of no use. Sales Cloud allows you to run in-depth data analysis. It not only keeps your data clean and eliminates any possibility of error, but also helps collate, tabulate, and organize data effectively. This makes the data easy to interpret. Sales Cloud also helps businesses in keeping a track of the various interactions that have been done with the company through methods like emails, social media ad clicks, filling of contact forms, etc. Your team can also run reports to analyze interactions with customers and leads, measure customer service efforts, and check opportunities. Improved Productivity Levels Salesforce Sales Cloud Implementation provides businesses with the ability to increase their productivity levels. The important features of Sales Cloud that help increase business productivity include the following: Boost Business Growth and Profitability with Sales Cloud Shortened Sales Cycle Companies are constantly looking for ways to shorten their sales cycles. Salesforce Sales Cloud with its feature ‘Macros’ can help businesses with the same. Macros help in automating manual tasks in bulk to ensure that the sales team can better concentrate on dealing with customers in real-time, improving productivity, and decreasing the sales cycle. Sales Cloud also assists in prioritizing opportunities and leads. For example, it displays the lead score whenever you click on any of the leads. You also get to see the reason behind that score. Depending on the score, the sales team can make important decisions or take any actions. Also, the Lightning Sales console allows businesses to customize their dashboards to make them best suited to their business needs. Better Decision-Making Business decision-making is a complicated process that involves different aspects of a business. CRM technologies like Salesforce help simplify your decision-making process. Sales Cloud provides you with an up-to-date view of the performance and forecasts of your team. You get to see the top performers and allocate resources in an effective manner by equipping your sales representatives with the best prospects. With the help of predictive analysis, you can ensure that your business is on the right path and also adjust its course depending on the actionable data. Salesforce Sales Cloud Implementation offers you a real-time picture of your business with the help of customizable dashboards. You get the ability to build your own reports with the help of determined parameters within a few minutes using the drag-and-drop interface and receive updated data immediately. The dashboards and reports will be available to your team on their device. Improved Efficiency with Automation Automation is one of the most important benefits of Salesforce Sales Cloud. It helps users reduce the time it takes to work on leads and send emails. It also helps convert more leads by prioritizing the potential ones. Automation helps handle basic customer questions like the status of an order with the help of automated messaging and chatbots effectively. With the help of automation, marketing teams can devote more time to creating campaigns that are better aligned with the audience. Professionals can analyze data, and test different strategies depending on the analytics. On the other hand, sales teams can focus on selling the right services and products to their present and potential customers. Automation software by Sales Cloud also allows customer service agents to spend more time working out with customers who have questions or any complex requirements. This makes the organization more efficient, which is then able to serve its customers better. Better Collaboration Salesforce Sales Cloud keeps a record of regular interactions, important notes, contact information, and conversations. Being cloud-based software, Sales Cloud is always up to date and allows teammates to easily review the records while making important decisions. Anyone with access to the Salesforce cloud can work efficiently with the help of shared records. For example, when a sales representative interacts with a customer to learn about them, the important details can be entered easily into the customer’s record. This helps ensure that the team gets to work with the latest details of their customers. Sales, marketing, and customer service departments can collaborate together effectively and not have to worry about isolated data sets. Salesforce Sales Cloud Implementation Services can help your business grow in the right direction. By helping solve complex problems like optimizing processes, accessing information, and removing

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June 25, 2021in Salesforce Implementation Services, Salesforce Sales Cloud
Tectonic Salesforce Services
16Jun

Merging Duplicate Sales Cloud Leads in Lightning Experience

Considerations when merging duplicate leads in Sales Cloud: Campaigns When merging duplicate leads in Sales Cloud associated with different campaigns, Salesforce preserves the campaign Member Status Updated date for each campaign to which the merged lead belongs. Related Items, Chatter Feeds, and Attachments In the case of merging duplicate Sales Cloud, leads, records linked to items like campaigns or activities, Salesforce establishes connections with the merged record, with certain exceptions. Chatter feeds are maintained solely from the master record. Salesforce Files attached in the Chatter feed or listed under Files are preserved in the merged record. Hidden and Read-Only Fields Salesforce retains data in hidden or read-only fields, including sharing settings, from the master record. These hidden fields remain concealed during the merging process. The merged record preserves the Created By user and Created Date from the oldest merged record, regardless of which record serves as the master. The Last Modified By date reflects the merge date. Non-Master Leads Non-master leads are relocated to the Recycle Bin after the merge process. One tool for duplicate management is Cloudingo. Improve and better manage Salesforce data with Cloudingo. From deduping to importing and even migrating data, Cloudingo makes it easier to manage your Salesforce org. Find duplicates within your existing records and easily merge them. The Salesforce AppExchange offers multiple tools for duplicate record management. 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 How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more 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 16, 2021in Salesforce Sales Cloud
Collecting customer data
26May

Customer Journey Mapping

Based on a Salesforce study, 51% of marketing leaders measure success with revenue growth.  22% look at customer satisfaction. While only 18% look at customer retention.  Customer journey mapping addresses retention, satisfaction, and revenue growth.  Taking a customer-centric approach to designing your customer journey map puts your focus on the customer improving customer satisfaction and retention, in addition to revenue. Your customer journey map coordinates all your marketing efforts. Maximize the Advantages of Customer Journey Mapping To maximize the advantages of customer journey mapping, it’s critical to take a comprehensive approach that integrates each of the following steps: Your Customer Journey Map is a Diagram of Touchpoints The customer journey map becomes a diagram of all the touchpoints a customer has with your company. While every customer’s experience with your company will be slightly, or greatly, different the customer journey map will outline potential journeys and touchpoints. Understanding how, when, and why your customer is interacting with your company is key to improving your customer experiences. The Salesforce team at Tectonic looks forward to assisting you in implementing your customer journey throughout the entire Salesforce ecosystem. 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 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 Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more

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May 26, 2021in Salesforce Sales Cloud
Salesforce Sales Cloud
25May

Salesforce Sales Cloud Process Flow

Salesforce Sales Cloud, a fully adaptable CRM solution, consolidates customer information into an integrated platform that encompasses marketing, lead generation, sales, customer service, and business analytics. Salesforce Sales Cloud Process Flow saves time. Additionally, it offers access to a myriad of applications through the AppExchange. Here’s a guide on how to set up a Salesforce Sales Cloud process flow: Understanding the Salesforce standard object architecture is necessary when setting up a sales process: Mapping your selling path involves: Establishing an activity tracking process: Building a Salesforce sales process requires time and effort but provides a robust framework for sustained growth. Organizations that can define and map their unique selling path, have clear sales stages, and ensure strong adoption being more efficient in reaching revenue goals. Need help? Contact Tectonic today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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May 25, 2021in Salesforce Optimization, Salesforce Sales Cloud

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