Salesforce CRM Analytics Archives - Page 3 of 5 - gettectonic.com
Sales Cloud Einstein

How Einstein Lead Scoring Works on Your Prospect Data

How Einstein Lead Scoring Works on Your Prospect Data By Shannan Hearne, Tectonic Marketing Consultant The love hate relationship between sales and marketing is based on lead quality.  Each party is tempted to blame the other for deals that fail to close.  Either marketing thinks the sales team dropped the ball following up with the

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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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Salesforce BI

Salesforce Analytics Acronyms

Here is a helpful list of analytics acronyms you may encounter when discussing Salesforce. Salesforce Analytics Acronyms Acronym Meaning Definition AWS Amazon Web Services AWS offers “reliable, scalable, and inexpensive cloud computing services…the world’s most comprehensive and broadly adopted cloud, offering over 200 fully featured services from data centers globally.” (source)Multiple Salesforce products use AWS;

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Salesforce Sales Cloud

Salesforce Sales Cloud GPT

What is Salesforce Sales Cloud GPT? Salesforce’s Einstein GPT is a robust AI tool that seamlessly integrates both public and private AI models with CRM data. This unique synergy allows users to articulate natural-language queries directly within the Salesforce CRM environment, resulting in continuously adapted AI-generated content tailored to evolving customer information and requirements. Salesforce

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clock

Salesforce CRM Analytics and Tableau Explained

In the busy world of business data management, leveraging data as a core element of strategy is not just important, it has become an imperative. Salesforce CRM Analytics and Tableau are great tools. Salesforce provides advanced solutions that surpass standard lightning reports and dashboards, offering profound insights into your data. CRM Analytics (formerly Tableau CRM):

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Salesforce

Data Cloud for Tableau

Data Cloud for Tableau is another valuable tool, allowing organizations to unlock customer data and generate actionable insights at scale. The platform natively connects to integrated, unified data from various sources, including Salesforce instances, facilitating visualization, automation, exploration, and action on data. It simplifies the creation of real-time customer data platforms, aiding in the discovery

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Salesforce Sales Analytics

Salesforce Sales Analytics App

Sales Analytics empowers users to leverage the analytical capabilities of Analytics within Sales Cloud, accessible on any device supporting Analytics functionality. Featuring intuitive visualizations derived from Salesforce data, Sales Analytics facilitates a swift transition from insights to actionable strategies, enabling users to transform data into informed and intelligent sales decisions. The Salesforce Sales Analytics App

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Snowflake Database

Snowflake Database

What is Snowflake Database? Snowflake Database serves as the repository for an organization’s structured and semi-structured data sets, facilitating processing and analysis. It offers automated management of various aspects of data storage, including organization, structure, metadata, file size, compression, and statistics. Snowflake: The Global Data Cloud Platform Snowflake stands as a unified global platform powering

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Salesforce Genie Announced

Salesforce Genie Announced

Salesforce Genie announced this year is an innovative data platform recently unveiled at Dreamforce 2022, heralding the world’s first real-time CRM. Genie is the driving force behind Salesforce’s entire Customer 360 platform, delivering hyper-scale, real-time data capabilities. With Genie, any business can harness the power of data to create magical customer experiences, offering seamless, personalized

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