Salesforce Managed Services - gettectonic.com - Page 3
Salesforce
06Oct

Salesforce Integrations for Sales Users

Salesforce integration offers compatibility with a wide array of business tools, and this insight article from Tectonic zeroes in on the most advantageous integrations tailored for your sales teams. Salesforce Integrations for Sales Users encompass various areas from contract management tools to lead enrichment and marketing automation platforms, the focus is on enhancing the efficiency of your sales operations. Understanding Salesforce Integrations A Salesforce integration is a mechanism linking the CRM with one or more business tools, facilitating seamless data transfer and automation of repetitive administrative tasks. With over 2,500 integrations, Salesforce is one of the most connected and flexible CRMs on the market. Let’s dive into the top Salesforce integrations for sales teams in 2024. Best Salesforce Integrations for Sales Teams 1. Slack – Streamlined Internal Communication Owned by Salesforce, Slack integration ensures smooth communication by facilitating easy sharing and querying of records between the two platforms. This integration promotes real-time updates, fostering improved collaboration, quicker decision-making, and enhanced productivity. Slack and Salesforce integrations are easy to set up and Tectonic can help. User Reviews: 2. Salesloft – Elevating Sales Engagement Salesloft complements Salesforce by focusing on customer engagement. This integration allows the import of contacts from Salesforce into Salesloft, enabling seamless communication with prospects. Recorded communication details are then synchronized back into Salesforce, offering visibility into deal progression and prospect engagement. User Reviews: 3. Chili Piper – Simplified Scheduling Chili Piper’s integration with Salesforce streamlines appointment scheduling by enabling one-click meeting scheduling within Salesforce. Every booked meeting is automatically logged and tracked as an event in Salesforce, contributing to improved data accuracy and efficient scheduling. All interactions with leads are added to engagement activity in their Salesforce record. User Reviews: 4. Juro – Accelerating Contract Management Juro’s all-in-one contract management platform integrates seamlessly with Salesforce, enabling sales reps to generate sales agreements effortlessly. The integration facilitates real-time syncing of data between the two platforms, allowing for swift contract drafting, negotiation, and management. Key Benefit: 5.  LinkedIn Sales Solutions – Incorporate LinkedIn profiles to Salesforce records LinkedIn Sales Solutions embeds LinkedIn profiles with the CRM providing timely insights on buyers and companies. Data Validation flags out-of-date contacts. Key Benefit: 6. Lead Capture in Sales Cloud – Collect leads from Facebook and Google directly into Sales Cloud This application enables marketers to collect lead data from two primary external platform ad forms and share them with sales teams. Key Benefit: Salesforce Integrations for Sales Users These Salesforce integrations are tailored to augment the capabilities of sales teams, ranging from internal communication to contract management, ultimately fostering efficiency and productivity. If you are looking at tools to integrate with Salesforce for your teams, contact Tectonic for Salesforce implementation assistance. 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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October 6, 2023in Salesforce, Salesforce Managed Services, Salesforce Sales Cloud, Salesforce Slack
Salesforce CDP
06Sep

Utilizing a CDP

In the current digital landscape, customer data stands as a pivotal asset for organizations aiming to craft personalized and targeted experiences. Yet, the primary challenge for utilizing a CDP lies in the aggregation and consolidation of this data, often dispersed across a multitude of sources. This is where the significance of Customer Data Platforms (CDPs) becomes evident. Configured for optimal use, your data is good to go. A CDP functions as a software system that integrates customer data from various sources, encompassing marketing automation, AdTech, commerce, service, analytics, procurement, production, logistics, compliance, and more. The consolidated data is housed within a unified platform for analysis and marketing purposes. By serving as a single source of truth, CDPs empower organizations to create more pertinent, real-time, contextual, and compliant experiences for their customers. Operating as a connector within existing tech stacks, CDPs play a crucial role in filtering and binding siloed and fragmented customer data from diverse teams. This results in actionable insights, more profitable interactions, and a foundation for the growth of customer value. CDPs extend their utility beyond marketing, offering advantages to sectors like healthcare, where they can unify patient data, eliminate data silos, and furnish timely information to enhance patient outcomes. By addressing prevalent challenges such as unconnected data, non-optimized work efforts, operational inefficiencies, and encumbered time-to-market, CDPs prove instrumental in fostering organizational success. It’s important to highlight that a CDP is not a substitute for a CRM solution, especially in large enterprise settings. Integration with critical data-source systems beyond the martech stack is essential for extracting hidden value from the organization’s data. Utilizing a CDP As the digital marketing industry navigates the transition to a cookieless future, and first-party data takes precedence, the value of CDPs is set to grow. However, to unlock their full potential, the adoption of CDPs should extend beyond marketers. CDPs must evolve into interconnected sources of truth across all departments and interactions, both physical and digital. By functioning as cohesive data aggregators, they enable organizations to harness vast volumes of customer-impacting data and insights, delivering optimized, hyper-personalized, and differentiating experiences. 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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September 6, 2023in Salesforce Managed Services
Salesforce for Small Business
05Sep

Salesforce for Small Business – The Salesforce Starter Edition

Salesforce may be used by large enterprises, but it allows great automation tools for smaller businesses as well. With Salesforce Starter Edition. The pricing that Salesforce offers here is manageable by almost everyone and can be used to kickstart a small business. What is the Salesforce Starter Edition? Salesforce Starter brings powerful tools into one marketing experience, where you can leverage customer data and engage the people who follow your brand. A streamlined campaign experience brings contacts and content together, while flows enhance and automate your daily tasks. Is Salesforce too expensive for small businesses? Salesforce is a famous CRM software, but it is expensive for small businesses. Key CRM features like Automation and Sales Reports come with a costly Salesforce enterprise plan. Explore and compare price vs value proportion to get the most affordable small business CRM. Introducing Salesforce’s all-in-one, easy-to-use solution that brings marketing, sales, and service together. Starter Suite is the fastest, easiest way to get started with a complete CRM. Pro Suite adds customization capabilities and automated business processes to fit your needs. What can you do with Salesforce Starter Edition and Pro Suites? Find more leads, win more deals, and keep customers happy with out-of-the-box tools built into the world’s #1 CRM suite. Starter Suite helps you start fast and grow faster with marketing, sales, and service. Pro Suite takes Starter to the next level, unlocking customization, automation, and enhanced sales and service functionality. If your small business is considering a Salesforce implementation, 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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September 5, 2023in Salesforce, Salesforce Development Services, Salesforce Managed Services
Salesforce Commerce Cloud Ecommerce Implementation Tasks and Roles
26Jul

Ecommerce Implementation Tasks and Roles

Ecommerce Implementation Tasks and Roles By Tectonic Salesforce Marketing Consultant, Shannan Hearne To effectively establish, improve, or expand your ecommerce presence, it is crucial to conduct a thorough assessment of the tasks and teams involved in achieving your business objectives. Whether you are embarking on a direct-to-consumer journey or managing an established organization with plans for new initiatives, the fundamental roles and functions of ecommerce remain consistent. In some cases, putting the perfect ecommerce implementation team together requires including a Salesforce partner like Tectonic to fill all the roles. Omnichannel (a term used in ecommerce and retail to describe a strategy aimed at providing seamless shopping experiences across all channels) strategies continue to be among the most compelling for brands, yet turning them into a reality poses challenges. With an estimated 90% of all purchases projected to happen online by 2040, the readiness of your business becomes a crucial question. Tectonic, as your Salesforce implementation partner, can help ensure your ecommerce readiness. As customers increasingly utilize multiple channels for purchases, expecting seamless experiences regardless of engagement location, omnichannel commerce holds more promise than ever. If you hope to promote an online store, the key lies in how you implement your ecommerce platform from the outset. From design to architecture to deployment, each step involves critical decisions impacting long-term success. Tectonic has the ability to help you make those critical decisions as well as a powerful pre-implementation discovery process to keep your ecommerce project moving forward in the right direction. Whether launching a new ecommerce business or migrating to a new ecommerce platform, the actions you take now will shape your future success. This step in digital transformation, a journey where there is no single case study for success among the estimated 26 million ecommerce sites in the world, is critical. Your roadmap will determine your potential for success or failure. Failure often stems from poor upfront planning, lacking a full understanding of the market, customers, and your own organization. Thoughtfulness in ecommerce implementation sets the stage for success. I once worked for a boss who’s mantra was “prior planning prevents poor performance”. In e-commerce implementations this rings true. There is not a guaranteed cookie cutter recipe for success. However, planning and putting into place the proper team is key. Key players in a smooth ecommerce implementation include: Scaling an ecommerce store requires thorough preparation, execution, and optimization. Brands gearing up to boost omnichannel experiences and derive value should establish goals, create a comprehensive plan, and align technology, product initiatives, and marketing strategies. Development teams implement features outlined in the roadmap, while UX and design teams ensure a seamless buyer experience. Marketing and merchandising strategies attract customers and foster loyalty, while development operations optimize backend processes for efficiency. Ecommerce implementation tasks and roles need to be fully staffed for success. Ecommerce Implementation Tasks and Roles Understanding how your ecommerce roadmap influences key activities and roles is crucial to grasp its impact on your commerce operations. Identifying ecommerce features aligned with your business goals and prioritizing them for development is critical. At Tectonic we put a huge effort into identifying your goals and creating a road map for your success. Depending on your development team’s skills and capacity, you may choose a minimum viable product (MVP) approach or a more aggressive strategy that emphasizes innovation and working with a Salesforce partner. Building teams supporting ecommerce success involves essential roles such as marketers, merchandisers, and UX designers. Mapping out necessary tasks and responsibilities within your ecommerce operations helps identify gaps in your team structure. This analysis enables informed decisions on hiring, reskilling, or engaging external experts from Tectonic to fill these gaps effectively. A successful ecommerce strategy requires expertise in user interface design, web development, search engine optimization, marketing, and a modern design understanding. Tectonic can supply manpower and training to upskill your team and organization for success with your ecommerce implementation. 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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July 26, 2023in Salesforce Commerce Cloud, Salesforce Implementation Services, Salesforce Managed Services
Salesforce Communications Cloud
09Jun

Salesforce Communications Cloud

Salesforce’s Communications Cloud enables the delivery of digital-first journeys and seamless order processes, offering time and cost savings while enhancing 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, adhering to industry standards, architectures, and leveraging predictive analytics to reduce churn. Communications Cloud Formerly Vlocity Built on the world’s leading CRM platform, Communications Cloud, formerly known as Vlocity for communications, empowers B2C, B2B, and wholesale communications service providers (CSPs) to transition to a catalog-driven digital BSS (digital business support system). With purpose-built industry functionality and the comprehensive capabilities of Sales Cloud and Service Cloud, service providers can swiftly adapt to changing customer expectations, achieve faster time-to-value, and integrate every aspect of their organization, from marketing and retail channels to customer care and operations. B2B, B2C, and Multi-Channel 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. Get Help Today Collaborating with Tectonic ensures the seamless integration of Communications Cloud functionality with other Salesforce systems, promoting smooth data flow and cohesive organizational processes. 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. Thereby automating processes for faster and more accurate service. Tailored Customer Interactions 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. Thus enabling Einstein Analytics to monitor interactions for efficient and personalized service. 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. What used to be complaints now enhancing the customer experience. 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. Always ensuring strategic services align with specific needs. Like Related Posts 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 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 Advantages of a Cloud Managed Service Provider Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud Read more Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more

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June 9, 2023in Salesforce Communications Cloud, Salesforce Managed Services
Salesforce
21Apr

Salesforce User Management

The user object holds significant importance as a fundamental standard Salesforce component regularly utilized in day-to-day operations. Proficiency in Salesforce user management, combined with a comprehensive understanding of the complexities of the user object, is crucial. This article explores the responsibilities of a Salesforce Administrator, offering insights into maintaining controlled access to Salesforce and its associated data. It also outlines strategies for optimizing functionality for Salesforce users. Types of Users in Salesforce: Salesforce encompasses both internal and external users based on integrated products, leading to two primary license types: Salesforce User License and Experience Cloud License, each with specific functionalities. A thorough understanding of these licenses and their capabilities is essential for effective user management. Additionally, consider feature or permission set licenses for specific functionalities, such as CPQ or Tableau CRM, which may incur additional costs. Explore Salesforce User Management Settings: Regularly visiting the User Management Settings page during Salesforce releases is crucial. The Field-Level Security for Permission Sets during Field Creation, available in beta, proves to be a valuable tool, streamlining the process for admins. The upcoming mandatory implementation of multi-factor authentication (MFA) starting Summer ’24 can be explored early on to ensure a smooth transition for users. Automate Permission and Group Assignment: User access policies, currently in beta, introduce criteria-based automation for granting or revoking permission sets, licenses, groups, and queue memberships. Admins can set up policies based on user creation, update, or both. Before enabling this feature, carefully review considerations and determine situations where it makes sense to revoke permission sets using policies. Muting Permissions?: Permission set groups are instrumental in defining combinations for different personas or functions. Admins can reuse the same permission sets in multiple groups without maintaining identical access. The introduction of a “muting permission set” within the group allows for impacting only that group without altering the actual permission sets. Know your Org-Wide Defaults: The sharing settings page, following object and field access, is a priority in Salesforce user management. Org-wide defaults set the baseline access level for users to view others’ records. Record access can also be controlled using account or opportunity teams, enabling users to define and add others as needed. Freeze!: The Freeze/Unfreeze button on the user record provides a useful feature for administrators. It allows the temporary “freezing” of a user who has left the organization but cannot be deactivated immediately. During the freeze period, the user cannot access Salesforce, while the license remains unavailable for further use. Empower Your Users: User enablement is crucial for a successful Salesforce user experience. Training users on out-of-the-box and custom functionalities ensures faster adoption. Sharing productivity tips, such as customizing the navigation bar, empowers users to tailor their experience. A user-friendly interface allowing customization enhances overall usability. Effective Salesforce user management is integral to the overall experience (UX). From creating permission sets to extending object and field access, Salesforce Administrators play a crucial role in ensuring a seamless and secure interaction with key business information. 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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April 21, 2023in Salesforce, Salesforce Managed Services
Custom Campaign Types
04Mar

Custom Campaign Types

Customizing Campaign Types in Salesforce The Type field in your campaigns indicates the overall method or channel used, such as Direct Mail or Referral Program. Customizing the picklist for this field helps to better organize the various campaign types your business runs. Marketers can use the Type field to track and compare the performance of different campaign methods, making it easier to optimize strategies. Available Editions User Permissions Required Default Values in the Type Field The Type field comes with a set of default values, including: Customizing Campaign Types Steps to Customize Campaign Types: Creating a Dependent Picklist You can also create dependent picklists to define subcategories under your main campaign types. Important Notes: How to Create a Dependent Type Picklist: Optimize Campaign Tracking By customizing and organizing campaign types, you can gain better insights into the effectiveness of various marketing strategies. Whether you’re using Lightning Experience or Salesforce Classic, tailoring campaign types helps you track performance and optimize future campaigns effectively. 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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March 4, 2023in Enterprise, Salesforce, Salesforce Managed Services, Salesforce Marketing Automation
Salesforce Data Cloud
27Feb

Salesforce Data Cloud

Revolutionizing Customer Engagement with the First Real-Time Platform – Salesforce Data Cloud In today’s business environment, customer expectations are soaring, with 71% anticipating personalized interactions at every touchpoint. However, the deluge of data, diverse devices, and evolving experiences poses a challenge for companies to maintain relevance. The typical business juggles an average of 1,061 form completions resulting in fragmented customer profiles and a sense of anonymity. The experience rather than giving personalized value. Leading to a sense of disconnection. Imagine a solution that consolidates all customer data, spanning channels and systems, into a unified source of truth. What if this real-time data could transform customer interactions? Empowering you to make them feel not just recognized but truly understood? Enter Salesforce Data Cloud, the inaugural real-time platform designed for customer magic. Data Cloud seamlessly integrates real-time data into Customer 360, unlocking the potential for enchanting customer experiences. Equipped with built-in connectors, Data Cloud aggregates data from diverse sources—Salesforce apps, mobile, web, connected devices, legacy systems via MuleSoft, and historical data from proprietary lakes—all in real time. However, the true power lies in distilling this vast pool of data into a cohesive customer view. Data Cloud achieves this by harmonizing and storing customer data at an extensive scale, crafting a dynamic, real-time customer graph—a singular source of truth. Real-Time Visibility The Data Cloud process involves connecting data streams, harmonizing the data into a real-time customer graph, and making it available across the Customer 360, facilitating engagement and creating magical experiences—all unfolding in real time. This real-time customer graph continually evolves as it absorbs more customer data. Activating this data across the entire Customer 360 empowers companies to create personalized, magical experiences. The real-time data from Data Cloud enhances automation with Flow and augments intelligence with Einstein, all under the reliable umbrella of Hyperforce infrastructure. The result? An automated, intelligent, and real-time Customer 360, delivering cost savings, time efficiency, and revenue growth. Data Cloud’s impact spans across the Customer 360 ecosystem: In essence, Data Cloud empowers businesses across industries to deliver real-time, intelligent, and automated experiences, fostering loyalty, cost efficiency, and increased ROI—a truly magical transformation! 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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February 27, 2023in Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Managed Services
13Feb

Tectonic at a Glance

Tectonic delivered over 500 successful implementations. Tectonic at a Glance 4.9 Customer Satisfaction Rating Salesforce partner delivering innovative business results through Sales, Service, Marketing, & Experience Clouds. Tectonic at a Glance We help our customers transform their organizations to be more data-driven through: 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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February 13, 2023in Salesforce, Salesforce Managed Services
Salesforce Data Cloud
25Jan

Data Cloud Salesforce

What is the data cloud in Salesforce? A hyperscale data platform built into Salesforce. Activate all your customer data across Salesforce applications with Data Cloud. Empower teams to engage customers, at every touchpoint, with relevant insights and contextual data in the flow of work. What is the benefit of data cloud? With Data Cloud, your company can feel confident in your customer information, and know that you’re taking the right steps to engage with your customer base across channels. The team at Tectonic can help you bring value to your wealth of customer data when you leverage Data Cloud. Data Cloud enables you to build a comprehensive, 360-degree view of your customers across all products, services, and interactions, ensuring all of your employees can quickly access and easily act on centralized, real-time information about their customers. Natively integrated into the Einstein1 Platform, companies can power automation, activation, analytics, and action across the world’s #1 AI CRM. Data has always been the foundation of CRM. But the connection between enterprise data and CRM is broken. Companies are collecting more data and signals about their customers than ever before, yet that data sits in siloes and is disconnected from the customer experience. And while most companies have invested in centralizing their data, it’s trapped. Over time, data strategies and customer strategies have diverged. Data Cloud isn’t just about bringing data together. It’s about unlocking your data in service of the customer. Deeply integrated into the Einstein1 Platform, Data Cloud makes all your data natively available across all Salesforce applications — Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Tableau, and MuleSoft — to power automation and business processes and inform AI. Like Related Posts 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 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 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 Advantages of a Cloud Managed Service Provider Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud Read more

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January 25, 2023in Salesforce Data Cloud, Salesforce Managed Services
Salesforce Managed Services
11Nov

Salesforce Managed Services

Salesforce is as a powerful CRM platform, streamlining operations, boosting productivity, and enhancing customer satisfaction. Nevertheless, the task of maintaining and optimizing a Salesforce org poses challenges for any business, no matter how large the IT team. To surmount these obstacles, many enterprises are turning to SFDC Managed Services.  Managed Services are a cost-effective solution to remote system administration and development providing maximum flexibility. Salesforce Managed Services Managed Services is the outsourcing of Sales, Marketing, and/or Customer Success functions to a certified Salesforce partner.   Your Salesforce MSP will provide optimal functionality to your Salesforce instance with minimal costs and hassle.  A Managed Services Provider can handle everything from installation and customization to ongoing administration and configuration in your org. Managed services entail an outsourcing model that delegates specific processes and functions to a third-party provider, aiming to optimize operations and reduce costs. This proactive approach concentrates on averting issues before they arise. With Managed Services, businesses gain access to the expertise of a dedicated Salesforce team, alleviating the complexities of hiring, managing, and retaining in-house employees. Avoiding the knowledge loss associated with employee turnover. This continuous support and maintenance solution enables businesses to keep their Salesforce org in optimal condition, aligned with their evolving needs. It also delivers essential consulting expertise to maximize the platform’s business value. Given that over 90% of Salesforce implementations involve enterprise-wide integrations and 60% utilize multiple Salesforce products, maintaining and optimizing a Salesforce org demands a broad skill set and a consulting mindset. By embracing SFDC Managed Services, businesses ensure they possess the necessary resources to fully capitalize on their Salesforce investment. What are managed services? Managed services for Salesforce are the best solution for businesses irrespective of their size and scope. It empowers organizations to reduce operational costs while aligning more specialized experts for implementation, training, administration, and support. Managed Service Provider The Managed Service Provider (MSP) Track is designed for partners that connect with their customers in entirely new ways by offering managed services. Unlike consulting partners who engage with customers during sales and implementation only, MSP Partners offer services post-implementation or on an ongoing basis. Your Salesforce Managed Service Provider keeps your Salesforce working at optimal performance levels allowing you to deliver world-class customer service to your customers. For a tailored Salesforce Managed Services solution for your business, reach out to Tectonic today. Tectonic is ready to partner with you, offering Salesforce support at every stage of your 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 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 11, 2022in Salesforce, Salesforce Managed Services
Salesforce Managed Services
09Nov

Automation Tools in Salesforce

What are the types of automation in Salesforce? What are the Automation Tools in Salesforce? The automation capabilities offered by Salesforce are based on two main categories: process automation (workflows) and data operations (data loading and cleansing). There are four main automation tools that Salesforce offers, each tailored to a specific purpose. What is an automation tool in Salesforce? Automation provides the tools necessary to automate repetitive processes and tasks for your business, such as creating a follow-up task, sending a reminder email, or updating a record. Automations can help users save critical time and reduce errors by creating processes to complete repetitive tasks. The Top 8 Best Salesforce Automation Tools What is data automation in Salesforce? Healthy automation enables users to focus on high-value work and reduces time spent on repetitive, manual tasks or complex data entry. Most often, automation means translating business processes from one form to another: from paper-based form to digital form, from an old system to a new one. What is the power of automation in Salesforce? By adopting Salesforce automation, you save time and resources, which can be redirected to more productive tasks. Sales automation can reduce daily administrative time by 14%. Moreover, it significantly enhances deal closure rates by 30% and boosts sales productivity by 14.5%. Why is Salesforce difficult to automate? Here are some of the reasons why Salesforce is difficult to automate from a technical perspective: Frequent system updates: Salesforce regularly update their platform to enhance user experiences or fix underlying issues. Unfortunately, these changes can impact user customizations and even standard uses of the platform. This is one reason many Salesforce customers opt to have a Salesforce Managed Service Provider. Disadvantages of Salesforce Flow Limited Customization and Complexity: While Salesforce Flow is considered user-friendly, it may not offer the customization and complexity required for some advanced automation tasks. Businesses with highly specific needs might find Flow somewhat restrictive. Which three components are used to automate a process in Salesforce? Use Flow Builder to automate most of your organization’s repetitive business processes. More features can provide further automation functionality, including approval processes, Flow Orchestration, Einstein Next Best Action, and Apex. Note: Use Flow Builder instead of Process Builder and workflow rules. Content updated January 2024. 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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November 9, 2022in Data, Salesforce, Salesforce Development Services, Salesforce Flow, Salesforce Implementation Services, Salesforce Managed Services

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