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Dynamic Forms for Public Sector

Dynamic Forms for Public Sector

What are Salesforce Public Sector Solutions? Dynamic Forms for Public Sector are a part of a suite of tools Salesforce developed specifically for the public sector and government organizations. Salesforce Public Sector Solutions represent a groundbreaking approach to enhancing the delivery of public services. These solutions provide flexible and secure e-government tools that facilitate interactions on both sides of the service counter. Public employees and administrators engage in a wide array of transactions daily, spanning online and in-person activities. Key Features and Considerations: General Considerations: General Tips: Mobile Tips: Like1 Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Action Plans in Partner Communities Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital Read more Salesforce Scheduler Utilize our Setup Assistant’s step-by-step guide for Salesforce Scheduler to configure locations, hours, and resources. Set your teams up for Read more

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Salesforce Nonprofit

Salesforce Donor Management for Nonprofits

The Salesforce donor management solution offers a comprehensive fundraising tool to support the continuous growth of nonprofit organizations and facilitate the tracking of donor-related data. Donor Engagement: Enhance donor engagement by providing a personalized self-service experience through Salesforce donor management software. Enable donors to explore the impact of their contributions, read stories, and stay connected with your mission. Empower Donors: Empower donors to stay connected by allowing them to access their donation history, update contact details, manage communication preferences, and handle recurring gifts. This ensures a seamless and interactive experience for donors. Development Staff Efficiency: Improve the efficiency of your development staff by managing donors at scale through a donor platform. Minimize time spent on routine tasks, allowing your team to focus on more personalized and impactful interactions with donors. Digital Spaces: Create private, secure, and branded digital spaces tailored to your nonprofit. Utilize the Salesforce platform and CRM data to engage any community on any device. Donation Management System: Utilize a donation management system strategically for fundraising efforts, handling data for past, current, and potential donors. This system acts as a cloud-based filing cabinet, tracking all relevant information about your organization, including names, emails, tasks, deadlines, and gift asks. Fundraising for Nonprofit Cloud: Salesforce’s Fundraising for Nonprofit Cloud offers tools specifically designed for the unique considerations of the nonprofit sector. It assists fundraisers in nurturing relationships, capturing supporter information, monitoring key metrics, and unifying teams with purpose-built tools for various fundraising roles and channels. Features of Salesforce Donor Management for Nonprofits: Additional Functionality: Salesforce Solutions for Nonprofits: Salesforce provides various solutions tailored for nonprofits, including Nonprofit Cloud, Marketing Cloud, Experience Cloud, Nonprofit Success Pack, and Account Subledger, enabling organizations of all sizes to achieve success. 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 What is a Salesforce Jumpstart? A Salesforce Jumpstart is a program designed to help businesses quickly and efficiently implement Salesforce, which is a powerful customer 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

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outcome management public sector solutions

Use Outcome Management to Create and Measure Your Public Sector Solutions Impact Strategy

How do you Use Outcome Management to Create and Measure Your Public Sector Solutions Impact Strategy? Recenter your focus on constituents in the public sector by embracing Outcome Management. Assess whether your constituent programs attain their intended outcomes and make informed decisions based on data-driven insights. Leverage Outcome Management alongside Public Sector Solutions to formulate a strategy for instigating change. Collect data, monitor progress, and assess program effectiveness using actionable data. For instance, scrutinize the number of homeless individuals finding shelter through a housing grant, adjusting program parameters for enhanced outcomes. Monitor the academic advancement of children in publicly funded early childhood learning and development programs. Outcome Management allows you to track the success of your programs, ensuring they align with planned deliveries. Outcome Management serves as an impact measurement tool that consolidates an organization’s outcome strategy, defining, measuring, and evaluating it in a unified platform. What is outcome-based planning? Outcome-based planning represents an adaptive and customer-centric project management approach, emphasizing the attainment of desired results over traditional roadmaps’ limitations, such as inflexibility and output-centricity. Incorporate indicator results to gauge progress against time-bound targets and baseline values. Utilize results to store aggregated values from assessments, program enrollments, benefit disbursements, and other data sources. What is the meaning of outcome management? Outcome management is a client-centric service delivery approach, prioritizing the results clients aim to achieve over merely focusing on available services. It encourages collaboration, allowing agencies to leverage expertise both within and outside the organization. What does outcome management deal with? Outcome Management strategically ensures initiatives align with departmental and governmental outcomes, aiming to achieve the intended results. “In these days in an experience-driven world, customer success is really key to making that customer experience as seamless as possible and developing trusted relationships and customer intimacy. The market is slowly coming to realize that.” Neeracha Taychakhoonnavudh, EVP of Global Customer Success at Salesforce What is an outcome-focused approach? Outcome-focused care tailors medical interventions and support services to achieve desired outcomes, such as promoting independence, improving quality of life, and enhancing overall well-being. Outcome Management Public Sector Solutions Revolutionize Impact Outcome Management revolutionizes impact measurement, providing a comprehensive platform to define, measure, and evaluate organizational outcome strategies. Set time-bound targets and baseline values, consistently measure indicators across outcomes or programs, and organize outcomes into groups reflecting organizational strategy. Outcome Management Public Sector Solutions Track and steer desired change with Outcomes, connecting them to efforts like programs or benefits. Utilize Impact Strategies and Impact Strategy Assignments to group Outcomes, presenting your entire strategy cohesively. Indicators define how outcomes are measured, building a library for consistent impact measurement across various aspects of your work. Use time-bound indicator performance periods to track progress from the starting point to your intended goal. If using outcome management to better create and measure your public sector solutions, contact Tectonic today. By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne 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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Sales Cloud Innovation Driven by UX Design Principles

Thoughts on Salesforce Experience Cloud

by Shannan Hearne, Tectonic Marketing Consultant You have the flexibility to establish multiple sites within your organization, each serving distinct purposes, and seamlessly transition between them. Salesforce Experience Cloud is a set of functionality on the CRM platform enabling you to build branded digital experiences that are fully connected to your CRM.  This online social platform lets you connect with customers, partners, and employees AND their data.  Experience Cloud empowers you to: Enhance Sales Connectivitywith Salesforce Experience Cloud: Deliver Exceptional Service: Manage Events Effectively: Salesforce Platform Integration with Salesforce Experience Cloud: Experience Cloud builds upon elements within your primary Salesforce org, utilizing applications from the Customer 360 platform, including Commerce Cloud, Service Cloud, Sales Cloud, and Mulesoft. Your org setup, user creation, profiles, and data records all contribute to powering and populating your Experience Cloud site. Utilize Platform Services: Leverage platform services integrated with Salesforce for your Experience Cloud sites. These services, rooted in the Salesforce platform, encompass tools like Flow Builder, Process Builder, and Apex triggers and classes, extending functionality to various Salesforce products, including Experience Cloud. Content Management with Salesforce CMS: Salesforce CMS, a Lightning app within your Salesforce org, enables you to create, store, and manage content outside of your site. It serves as a shared resource, allowing seamless content integration across multiple apps and sites without the need for duplication. Robust Security Measures: Recognizing your site as a crucial face of your company, Experience Cloud provides tailored security approaches to address diverse access needs. Security settings are managed across multiple locations, including the Settings tile in Experience Workspaces, user permissions in your Salesforce org, and overall settings in Salesforce Setup. Presentation Layer Customization: The presentation layer, facilitated by Experience Builder templates and components, brings all elements together. You can choose how your site appears, addressing accessibility concerns, and personalize user experiences based on data from your Salesforce org. Insightful Analytics: Supervise and track user data with reports and dashboards through the Dashboard and Moderation tiles in Experience Workspaces. While Experience Cloud offers basic analytics tools, for comprehensive insights, consider implementing third-party tools like Google Analytics. Responsive Site Development with Salesforce Experience Cloud: Experience Cloud templates enable the creation of responsive sites, providing rich, branded spaces for customers and partners. Experience Builder allows non-coders to edit templates, add branding elements, include CMS content, and even create custom pages with components, offering a tailored and engaging experience. With Experience Cloud you can reduce churn, generate advocacy, manage partner relationships, simplify app development and much more. Like Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more Action Plans in Partner Communities Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital Read more Cooking with Salesforce Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce Read more

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Salesforce Success Story

Case Study: Leading Provider of Branded, Designed Solutions Worldwide-Manufacturing-Salesforce Sales/Service/Experience Clouds

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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Salesforce enhanced domains

Enhanced Domains in Salesforce

Enhanced domains are the current version of My Domain that meets the latest browser requirements. With enhanced domains, all URLs across your org contain your specific My Domain name. Including URLs for your Experience Cloud sites, Salesforce Sites, Visualforce pages, and content files. This feature changes domain suffixes (the part after the My Domain name) to meet the latest security standards. With no instance names, enhanced My Domain URLs are easier for users to remember and don’t change when your org is moved to another Salesforce instance. As enhanced domains meet the latest browser requirements, they’re deployed by default in new orgs and required in all orgs in Winter ’24. Potential Impact of Enhanced Domains If enhanced domains aren’t deployed in your Salesforce org before Salesforce deploys the feature for you, here are some issues that can arise. To avoid these issues, we recommend that you test and deploy enhanced domains in a sandbox. Deploy enhanced domains in production before Salesforce deploys the feature for you. When you deploy enhanced domains, your org’s My Domain name is used in all URLs that Salesforce hosts for your org. Key for memory and search engine optimization, this is one of the greatest Salesforce enhancements. What are the benefits of enhanced domains? Enhanced domains are designed to streamline access and improve security. Without them: Users might encounter errors accessing services like Experience Cloud sites, Salesforce Sites, and Visualforce pages. Showcase your company’s brand with a customer-specific subdomain name in your Salesforce org URLs. With My Domain, you can include your company name in your URLs, for example, https://mycompany.my.salesforce.com. With these org-specific URLs, you can set up a custom login page, set a custom login policy, offer single sign-on, and allow users to log in with a social account. My Domain allows you to work in multiple Salesforce orgs in the same browser at the same time. All Salesforce orgs get a My Domain with enhanced domains by default. If you don’t like your org’s My Domain name or circumstances warrant a change, you can rename it. Contact your Salesforce AE or Tectonic. Understand how to include your brand in the URL. When used to access your Salesforce org and its data with My Domain, Experience Cloud sites, Salesforce Sites, and custom domains. 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 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

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Salesforce Success Story

Case Study: Large State Travel-Nonprofit and Hospitality/Travel-Salesforce Service/Experience Clouds

Transform into a Modern Data Driven Organization: case study nonprofit hospitality salesforce Largest Non-Profit Travel / Trade Organization moves to the cloud and adopts Salesforce and Google Cloud Platform to improve Operations and Marketing Industry: Government – Travel / Hospitality Service Cloud Experience Cloud case study nonprofit hospitality salesforce The largest nonprofit travel and Trade organization, is self-tasked with developing and maintaining marketing programs to further develop tourism in this large State. PROBLEM SOLUTION RESULTS 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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Salesforce Success Story

Case Study: Largest Native American Tribe in the US-Citizen Engagement for Tribes-Salesforce Public Sector Solutions (PSS)/Health Cloud/Experience Cloud/Marketing Cloud and Mulesoft

Citizen Engagement for Tribes Salesforce Tribal Government MuleSoft Experience Cloud Health Cloud Public Sector Solutions (PSS) Health Cloud Experience Cloud Tribal Nation Solutions MuleSoft Marketing Cloud salesforce tribal government mulesoft Industry: Tribes – Government & Healthcare PROBLEM: SOLUTION: Implementation of Salesforce Public Sector Solutions (PSS), Health Cloud, Experience Cloud, Marketing Cloud & MuleSoft: RESULTS: 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 Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. 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

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Salesforce Success Story

Case Study: Large Restaurant Entity-Salesforce Sales/Service/Experience Clouds

An American chain store of bakery-cafe fast food restaurants with over 2,000 locations, all of which operate in 48 states, the District of Columbia and Canada. The restaurant offers a sit-down restaurants (some with drive-throughs) where customers can enjoy a variety of freshly made sandwiches on your choice of bread, accompanied by soup or salad. Salesforce Case Study: Transforming  a Large Restaurant Entity by leveraging Salesforce. Sales Cloud Service Cloud Experience Cloud Implementation PROBLEM SOLUTION RESULTS . 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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What is a Customer Portal in Salesforce

What is a Customer Portal in Salesforce?

A Salesforce Customer Portal serves as an online support platform for your customers, empowering them to address inquiries independently without needing to contact a customer service representative. Through a Customer Portal, you can personalize and deliver a visually engaging user interface tailored to your customers’ needs. The primary distinction between a website and a customer portal lies in the audience access. While a website is open to all and attracts traffic from diverse sources, a customer portal is restricted to your customers, prospects, or individuals who create personal accounts with your company. Also referred to as a client portal, a customer portal is a software interface that provides customers with comprehensive visibility into their interactions with your company. Within the portal, customers can monitor key metrics, track support requests, and easily access reference documents, facilitating seamless collaboration and information sharing. In Salesforce, both customer portals and communities are built using the Experience Cloud (formerly known as Salesforce Community Cloud), a platform within the Salesforce ecosystem designed for creating CRM-connected websites. The Salesforce Experience Cloud enables the creation of digital communities tailored for customers, partners, or employees, fostering engagement and interaction with your target audiences. Key features of Salesforce Experience Cloud include: Customer Community Use Cases: Differences Between Communities and Portals in Salesforce: Communities Portals Salesforce Experience Cloud incorporates various tools such as Help Center, Authenticated Portal, Customer Community, Einstein Bots, Knowledge, and Experience Builder to enhance self-service capabilities, automate workflows, and deliver personalized support experiences across different channels. 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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Customer Experience

Engage Your Community with Experience Cloud

Community engagement operates as a mutual exchange of ideas and information, and Salesforce facilitates communication with your constituents while providing an avenue for reciprocal connections. This involves sharing feedback, participating in community events, and expanding networks through Salesforce Experience Cloud. Engage Your Community with Experience Cloud. Engage Your Community with Experience Cloud Community engagement is relevant to public sector, government, tribal, nonprofit, and commerce scenarios and functions across multiple Salesforce solutions. Salesforce Community Cloud for Engagement: Salesforce Community is a portal designed for groups with shared goals, offering an efficient way for members to connect with the community’s team or leaders. Experience Cloud, Salesforce’s digital experience platform, rapidly builds websites, portals, and mobile apps to engage customers and digitize business processes. Community Cloud speeds to market features that enable individuals to interact with brands, companies, and service providers across the digital landscape. Experience Cloud as Your Content Management System: To succeed in digital transformation, businesses need to swiftly bring experiences to market, create personalized customer interactions, and ensure consistent touch points across multichannel journeys. Experience Cloud’s mission is designed to meet these requirements, helping organizations streamline systems, align teams, accelerate digital adoption, and process a quarter’s worth of data in one go. Fostering Community with Salesforce: Community managers can facilitate ongoing conversations, host virtual meet-ups, and solicit feedback to build trust. Encouraging dialogue and implementing feedback strengthens community bonds, demonstrating the value placed on members’ input. Creating Connected Experiences with Salesforce: Salesforce enables the development of multiple connected experiences, from customer support sites to B2B distributor portals. These sites, built on Experience Cloud, include self-service tools that reduce the workload on service agents and sales representatives. Metrics and Reporting: Setting goals and metrics is crucial for community success. Metrics can include content consumption, community engagement, and value creation. Monitoring metrics like file downloads, likes, shares, and comments provides insights into content usage. Tracking membership growth, user participation, and programmatic impact gauges community engagement. Evaluating the impact on goals, such as increased volunteer participation, measures the value created by the community. Salesforce provides a comprehensive set of tools for advancement teams to build informative, navigable, and engaging communities, fostering quick and meaningful engagement with constituents. Like Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Salesforce Accelerator Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored Read more

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Knowledge Management for Agents

Knowledge Management for Agents

Consider the invaluable contributions of your most seasoned and high-performing agents and field service technicians to your organization. They possess an in-depth understanding of your product or service, efficiently tackle common customer issues, and can transform challenging interactions into positive ones. These experienced professionals also serve as mentors to junior staff and become indispensable sources of information when your knowledge management for agents system lacks organization. Now, contemplate the potential repercussions if these individuals were to leave your company. The departure of their knowledge and expertise puts customer satisfaction in jeopardy. The recruitment of replacement talent requires substantial time, money, and resources. Moreover, the onboarding process for new hires entails a significant time investment. The stakes for your business are high. Imagine if you could capture and preserve the expertise of your employees, making it easily accessible to you and others. The good news is that, to a large extent, you can achieve this through strategic knowledge management. Let’s dig into the details. What is knowledge management? Knowledge management involves capturing, organizing, and distributing critical information for customer support. Ideally, this knowledge resides in a centralized digital library accessible to agents, field service technicians, and customers from any location, ensuring prompt and high-quality service. However, in many companies, frequently asked questions (FAQs) and knowledge base articles guide contact center agents and field service technicians. Yet, the challenge lies in the timely update of this information, potential duplications, and undocumented topics. Much of the knowledge essential for effective customer support is often stored solely in employees’ minds or dispersed across multiple systems and devices. Leveraging technology and artificial intelligence (AI) allows you to swiftly capture and share this knowledge across your team. Generative AI can draft knowledge articles, subject to your company’s review and approval process, streamlining the process and keeping pace with the ever-evolving landscape of knowledge needed for quality customer support. Additionally, the resources created can be shared in your self-service portal, enabling customers to find answers independently and contributing to cost savings. Bonus features like Einstein Search Answers utilize knowledge-grounded generative AI to surface relevant responses in your self-service portal or agent console. Types of knowledge to capture Before documenting institutional knowledge, consider the various types employed by agents and field service workers: Benefits of knowledge management Documenting, centralizing, and consistently updating institutional knowledge yields numerous benefits, including: Knowledge management use cases and examples While your organization likely employs some form of knowledge management, there’s room for improvement. Examples of knowledge management applications include: How to get started with knowledge management Embark on your knowledge management journey with these steps: In conclusion, knowledge management is foundational for successful customer support operations and plays a crucial role in maximizing the benefits of AI. It offers a structured approach to handling information and proves to be a worthwhile investment, enhancing team capabilities, customer satisfaction, operational efficiency, and employee knowledge retention. 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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Salesforce the Pioneer of CRM

What Does Salesforce Do?

You might have glimpsed CEO Marc Benioff on CNBC or CNN or come across Salesforce’s cloud logo, friendly characters, or the distinctive headquarters dominating San Francisco. However, due to the diverse nature of theirr work, a common question arises: What does Salesforce do? In essence, Salesforce provides technology and services to help cultivate robust, enduring customer relationships, positioning itself as the customer company. The following sections will delve into what this entails. What does Salesforce do? For businesses with customers, managing customer data is a crucial challenge. Salesforce addresses this by offering customer relationship management (CRM) software. This software serves as a centralized hub for storing, tracking, and managing customer information, breaking down silos between different departments. Referred to as Customer 360, this portfolio encompasses products and services that unite various teams—sales, service, marketing, commerce, and IT—around a shared, AI-driven, real-time view of customers. The result is a seamless flow of customer information, enabling personalized experiences and fostering trust. Customer 360 contributes to lowering costs, increasing productivity, and driving efficient growth across organizations. It is adaptable to every industry and business size, providing flexibility for customization and integration with third-party partners. How does Salesforce work? Salesforce’s CRM operates in the cloud, facilitating online connectivity for teams, regardless of their physical locations. The cloud infrastructure, known as Hyperforce, allows Salesforce applications to scale rapidly and run globally. The cloud-based approach reduces maintenance costs, facilitates remote work, and opens up pay-as-you-go business opportunities. Harnessing the power of data is integral to modern business, yet many companies struggle with scattered data across numerous applications. Salesforce’s Data Cloud addresses this issue by providing access to and harmonization of various data sources, enabling a comprehensive view of customers and their histories. This clean data, coupled with Einstein AI, facilitates personalized customer interactions and creates a foundation for AI applications. How do you use Salesforce for sales? How Does Salesforce assist with sales? Originally designed for sales teams, Salesforce’s Sales Cloud aims to reduce costs, boost productivity, and increase deal success rates. By automating and scaling manual sales processes, Sales Cloud streamlines the entire sales cycle. Einstein for Sales integrates AI into sales workflows, automating tasks such as composing emails and scheduling meetings. Real-time insights and recommendations empower sellers, and integration with other departments enhances opportunities and customer experiences. What about customer service? Are there Salesforce tools for that? How Does Salesforce help customer service? Service Cloud, another facet of Salesforce, helps customers decrease support costs while enhancing service interactions. AI-driven tools, like Einstein, expedite service interactions by delivering knowledge articles and generating chat replies. Service Cloud covers critical touchpoints, from traditional customer service to self-service channels, field service, and digital channels like chat and SMS. How can you use Salesforce for marketing? How Does Salesforce work with marketing? Marketing Cloud is designed to save time, increase efficiency, and engage customers across various channels. Unified analytics and AI insights optimize campaign performance, leading to increased customer engagement and reduced acquisition costs. Marketing Cloud Customer Data Platform provides real-time data for understanding customers, while Einstein AI for Marketing dynamically generates personalized content for optimal customer engagement. Can Salesforce also be used for B2C and B2B shopping and commerce? Certainly. Commerce Cloud caters to both business-to-consumer (B2C) and business-to-business (B2B) commerce experiences. It simplifies the creation of personalized shopping experiences, maximizing revenue and removing friction from the buying process. Commerce Cloud users experience decreased order placement costs and increased online revenue. What about IT? Salesforce’s integrated IT tools assist organizations in automating processes, building intelligent apps, and securing data across Customer 360. This leads to increased productivity by improving scale, transparency, and security, resulting in a 19% decrease in IT costs for organizations. See an example of Salesforce at work A notable example is L’Oréal, the world’s leading beauty company, which utilizes Salesforce Customer 360 to deepen customer relationships through personalized beauty journeys. By integrating Marketing Cloud Personalization and Commerce Cloud with Einstein AI, L’Oréal achieves double-digit increases in average order value and improves agent satisfaction scores by 70%. What is Salesforce best known for? Salesforce pioneered placing business software in the cloud, eliminating the need for expensive custom-built computer infrastructures. It has since evolved into the world’s #1 CRM, continually innovating CRM with generative AI and real-time data to redefine customer-company connections. Why is Salesforce obsessed with customers? As the customer company, Salesforce has always been customer-obsessed, considering customer success as one of its core values. Recognizing that customer experience is as crucial as products and services, Salesforce focuses on helping businesses become customer-centric. 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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