Salesforce for Nonprofits - gettectonic.com - Page 3

How do grantmaking organizations benefit from using Salesforce as a single system to manage their grant lifecycle?

Discover the Benefits of Salesforce Grants Management Salesforce Grants Management empowers grantmakers to streamline their processes and efficiently distribute critical funding to their communities. Nonprofit organizations often struggle with outdated software, hindering their ability to leverage innovative technologies. Salesforce Non-Profit Cloud was designed to address these challenges, offering comprehensive tools for fundraising, donation management, program oversight, volunteer coordination, and outcome tracking. Benefits of Salesforce Grants Management. Benefits of Salesforce Grants Management For grantmakers specifically, Salesforce offers the Nonprofit Cloud for Grantmaking, an enhanced solution that encompasses all Nonprofit Cloud features with additional tools tailored to manage the grantmaking lifecycle. Grantmakers can leverage these robust tools to consolidate program management, donations, staff management, supporter engagement, volunteer coordination, partner collaboration, and stakeholder relationships within a unified platform. Purpose Built System Salesforce Grants Management provides a purpose-built system for grantmakers to efficiently track, manage, and deliver funding programs. By facilitating collaboration and secure information exchange among grantseekers, grantees, reviewers, and grantmakers, the platform ensures seamless interaction based on customizable access levels. Key Features of Salesforce Grants Management: Salesforce Grants Management is a transformative solution that enables grantmakers to accelerate funding delivery, optimize collaboration, and achieve impactful outcomes within their communities. Connect with an expert at Tectonic today to unlock the full potential of grants management software tailored to your organization’s needs. 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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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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MC Personalization Tips and Tricks

MC Personalization Tips and Tricks

Salesforce Marketing Cloud Personalization, formerly Interaction Studio, offers incredible power for personalization. MC Personalization Tips and Tricks below will help you level up your game. Einstein Recipes: Enhancements and Challenges Multiple Dimensional Variations for Products in Einstein Recipes Einstein Recipes offer powerful and flexible tools for creating recommendations. However, the fourth step, Variations, falls short compared to other options. Currently, you can configure only a single Dimensional Variation. While multiple Item Types are available, once you select one, you cannot limit recommended products to specific numbers per category or brand. This limitation hinders control over product recommendations, especially for e-commerce sites with diverse catalogs. Unlike Dimensional Variations, multiple Boosters or Exclusions of the same type can be configured differently, which would be a valuable feature to add for Variations. Department Variation for Products in Einstein Recipes Einstein Recipes allow Dimensional Variations at the Category level, but only for primary categories. There is no option for Department (master category) level, which is limiting for e-commerce sites with broad category trees, such as: Recommendations with Category Variation set can still be dominated by similar products due to similar primary categories. Two solutions could address this: Price Reduction Ingredient in Einstein Recipes Triggered Campaigns in Journey Builder can target various events, including Catalog Triggers. Some triggers, like Product Expiring Soon, are available for Web with Einstein Recipes Ingredients. However, there is no Ingredient for the common e-commerce use case of Price Reduction. Marketing Cloud Personalization (Interaction Studio) has the required price and listPrice attributes for Triggered Campaigns. A workaround involves calculating price reductions externally and passing this information to a Related Catalog Object. More efficient solutions would be: Rating Count in Recipe’s Rating Exclusion Marketing Cloud Personalization offers Exclusions/Inclusions on Recipes to fine-tune recommendations. One option is to exclude/include items based on their rating, with an optional zero rating capture. It would be beneficial to include an option to filter based on rating count, allowing for: Currently, such filters can only be applied on the server side in the Template, which can limit recommendations. Having this feature at the recipe level would be more powerful. Abandoned Cart Retention Setting Marketing Cloud Personalization captures cart information for Einstein Recipes recommendations. However, cart content remains indefinitely unless managed proactively. A workaround involves a Web Campaign that checks cart age and pushes a clear cart action if necessary. A better solution would be a configurable option in MCP settings to automatically remove old cart data. Catalog Enhancements Full MCP Category Hierarchy Support for ETL Marketing Cloud Personalization can create a hierarchical tree of categories with automatic summing of views and revenue. However, this is currently possible only under specific conditions, such as having one Category per product and using a Sitemap format. This limitation is problematic, as ETL is often a better way to manage it. The Category ETL already provides detailed information using department and parentCategoryId attributes, but this data does not replicate the drill-down hierarchy in the Catalog UI or pass data from the bottom Category up. Ensuring feature parity between Sitemap and ETL would be beneficial. Segmentation Enhancements MCP Action Name Management Marketing Cloud Personalization captures actions from multiple sources but does not allow managing created actions. An option to view and remove unnecessary actions would improve user experience by reducing the number of options in the segmentation/targeting picklists. An even better solution would be to merge existing actions, preserving behavioral data after refactoring action names. MCP Hourly-Based Segmentation Rules Currently, segmentation rules in Marketing Cloud Personalization are based on days, limiting on-site campaign targeting. For example, to display an infobar for abandoned cart users, the current segmentation can only show users who have not performed a Cart Action today. Hourly-based segmentation rules would allow more precise targeting, showing users who have not performed a Cart Action in the last hour. Adding a picklist to choose between day or hour-based rules would enhance segmentation capabilities. Full MCP Catalog Export Marketing Cloud Personalization supports manual catalog export but only with limited data. The current export file lacks complete catalog data (e.g., promotable and archived attributes), making it unsuitable for ETL sources. An option to export the full catalog data, matching the ETL schema and including hidden items, would greatly benefit debugging and batch-modifying items for subsequent ETL import. Full MCP Catalog Metadata Visibility Marketing Cloud Personalization supports viewing custom attribute metadata in the Catalog but is limited to ETL updates. Extending this to built-in attributes and including origin and lastUpdated values for all sources (Sitemap, Mobile App, Manual update, API) would simplify debugging Catalog metadata issues, reducing admin/developer work and support tickets. ETL Enhancements External Email Campaign ETL Experience Name & ID External Email Campaign ETL allows passing behavioral data but is limited to Campaign ID and Campaign Name. To fully leverage this data in segmentation, it should also support Email ID and Email Name. Adding Experience ID and Experience Name fields to the ETL would enable targeted personalization, allowing segmentation on entire campaigns or specific emails within campaigns. External Email Campaign ETL Send Segmentation External Email Campaign ETL passes Send, Click, and Open data but does not support segmentation based on Send events. Enabling segmentation rules for Send events would unlock use cases like targeting Web or Push campaigns to users who received an email campaign but did not open it, fully leveraging cross-channel and real-time personalization. External Email Campaign ETL Unsubscription Event Type External Email Campaign ETL passes Send, Click, and Open data but cannot pass unsubscriptions. Including the Unsubscribe event would enable targeted campaigns like surveys about unsubscription reasons, win-back campaigns, or replacing email subscription prompts with other channel recommendations. By addressing these enhancements and challenges, Salesforce Marketing Cloud Personalization (Interaction Studio) can further improve its capabilities and provide more precise, effective, and user-friendly tools for personalized marketing. Reporting Enhancements: Direct Attribution at the MCP Campaign Level Current Reporting in Marketing Cloud Personalization (MCP) Marketing Cloud Personalization (Interaction Studio) offers various reports based on Activity, Results, and Visits. However, it

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Salesforce Big Data and Travel and Hospitality

Dynamic Components to Reduce User Record Page Size

Adapted from Kate Hughes Salesforce blog post October 2023 Effectively organizing and accessing the right information is crucial for Trailblazers in various roles, from Admins and Designers to Architects and Consultants. With dynamic components user record pages can be compact. Overcoming the challenge of simplifying the user experience of record pages is essential for optimizing productivity. We sought advice from #DreamDesigner Shahida Robertson on successful redesign strategies. Robertson collaborated with a donor relations team at a girls’ education nonprofit, recognizing that key donor information was buried in cluttered Salesforce page layouts. The initial issue involved up to 80 fields crowding a single page layout. Robertson conducted UX research to understand the root cause and discovered that users were creating new fields due to difficulty finding existing ones amidst the clutter. The solution was clear: reduce the field count by 40% and focus on displaying only what is essential at any given moment. Robertson emphasized the importance of the user experience, stating, “Let’s see only what we need to see, when we need to see it.” Her approach involved deprecating dozens of fields to declutter the interface. Most of her clients, including this nonprofit, utilize the Salesforce Nonprofit Success Pack, and Robertson typically assesses opportunities to simplify the user experience through page layouts and record types. However, in cases requiring more segmentation, she turns to Dynamic Lightning Pages. With Dynamic Components User Record Leads to Better UX To streamline the user experience further, Robertson implemented filter conditions. Using logic to control when specific components appeared. When a donor intends to make a donation, additional fields appear for specifying details. If a coordinator is checking the record of an anonymous donor, irrelevant fields are hidden. This dynamic control of component visibility ensures users see what they need when they need it, reducing clutter. The result of this redesign is a streamlined experience for coordinators who can now respond promptly to donors’ inquiries. They can easily access unified customer profiles. Profiles containing information on donation frequency, employer matching, previous communications, and more. This seemingly minor change in page layout has significantly improved user success. It has resolved pain points in the donor relations process. Thereby contributing to the organization’s overall strategies. Robertson emphasized the collaborative nature of the team highlighting the satisfaction of making the work less stressful. For those ready to design page layouts that prioritize user experience, her insights provide valuable guidance on creating efficient and clutter-free interfaces. 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 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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Industry Cloud

Salesforce Industry Cloud Explained

What are Salesforce industry clouds? Salesforce Industry Cloud aims to fast-track the digital transformation within different industries by providing tailored solutions that can enhance customer experiences, streamline operations, and improve overall business efficiency. Industry cloud platforms use innovative technologies and approaches, such as packaged business capabilities, industry-aware data fabrics and composable tooling to go beyond traditional cloud and create added value. Over the past few years, Salesforce has dedicated efforts to develop industry-specific solutions, exemplified by offerings such as Financial Services Cloud, Health Cloud, and the Public Sector Cloud.  These customized Salesforce solutions are created with industry experts to assist modernizing your business, saving you time, lowering costs, and focusing on your customers. Salesforce Industry Cloud Explained These specialized solutions take the foundational elements of Salesforce’s core CRM and tailor them to the unique needs of specific industries. In Health Cloud, the emphasis shifts from traditional Accounts and Contacts to focus on Families and Patients. Similarly, Financial Services Cloud redirects attention from standard Opportunities and Products to concentrate on Financial Holdings and Assets. To further enhance its Industries portfolio, Salesforce expanded with the acquisition of Vlocity in 2020. This acquisition broadened the spectrum of industry-specific clouds, extending into areas such as communications, media, and insurance. Whatever size your business, Salesforce has specialized solutions to support the capabilities your business needs to thrive and grow. Current Salesforce Industry Cloud solutions exist for: Automotive Communications Consumer Goods Higher Education Energy and Utilities Financial Services Government and Public Sector Healthcare and Life Sciences Manufacturing Media Nonprofit Professional Services Retail Technology Travel, Transportation, and Hospitality What are the benefits of industry clouds? Industry Clouds are specific offerings that are pre-built and packaged up for organizations to adopt. By implementing these solutions, you could reap a whole host of benefits, including a higher ROI, increased job demand, and better customer experience – all of which are essential in the current climate. 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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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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Salesforce Success Story

Case Study: Large Faith-Based Religious Entity/Nonprofit-Salesforce Marketing Cloud/Nonprofit Success Pack

Undergoing a profound revitalization and restructuring process that combines six existing Provinces into a single, unified Province that will better serve the organization and its constituents’ needs. nonprofit salesforce marketing cloud success pack

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Salesforce Success Story

Case Study: A Northwest US Community Foundation-Nonprofit-Salesforce Nonprofit Success Pack

Enhance usage of Salesforce by a NonProfit Organization A Community Foundation located in the Northwest United States supported by donors / members that provides philanthropic leadership in the Northwest through awarding of grants and sponsorships to nonprofit organizations, student scholarships, and the coordination of collaborative responses to the region’s complex needs. Nonprofit Success Pack Salesforce. Leveraging Salesforce to Support Philanthropic leadership PROBLEM: SOLUTION: RESULTS: nonprofit success pack salesforce 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 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 Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more

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Improving Public Sector Employee Experience

Improving the Public Sector Employee Experience with Salesforce

Confronted with the ever-evolving challenges of a dynamic workforce, the public sector, much like its private counterparts, grapples with transformations brought about by the pandemic, remote work, health issues, retirements, and cyber threats.  Improving Public Sector Employee Experience with Salesforce helps. Improving Employee Experience with Salesforce to Prevent the Great Resignation and Quiet Quitting As the “new normal” emerges, organizations anticipate persistent issues related to employee engagement and retention, including the growing phenomenon known as the “Great Resignation.” This surge in resignations presents a potential crisis, intensifying the competition for talent amid a rise in open positions and governmental constraints. And now we have employees who are “Quiet Quitting.”  Quiet quitting refers to doing the minimum requirements of one’s job and putting in no more time, effort, or enthusiasm than absolutely necessary. The Solution? The key to attracting and retaining top talent involves reimagining staffing functions and prioritizing the overall Employee Experience. Like private enterprises, successful recruitment often hinges on employee referrals and positive ratings. Digital enablement and modernization play a critical role in meeting employee expectations shaped by consumer experiences. Public servants frequently encounter challenges in accessing information, navigating siloed communication, and dealing with paper-based processes, emphasizing the need for efficient, digitally-enabled systems. With the expansion of remote work, well-designed systems become crucial in determining employee engagement and fostering connected experiences that enhance loyalty, morale, and retention. Even small changes can significantly enhance the employee experience, from recruitment to the end of service. Aligning dispersed teams and fostering collaboration in a remote work environment requires a digital headquarters that connects teams, tools, customers, and partners. Improving Public Sector Employee Experience Providing a welcoming and efficient onboarding process for new hires and facilitating knowledge sharing through digital platforms contribute to a positive employee experience. Digital technology, resembling a searchable knowledge base, empowers employees to find answers quickly. A customer-centric employee experience, utilizing technology like Employee Concierge, ensures immediate access to essential information, promoting efficiency in a modern digital age. Features such as global search and automated workflows, supported by tools like Salesforce Bots, enhance accessibility and streamline support processes. Robotic Process Automation (RPA) can reduce repetitive tasks, allowing staff to focus on more complex problem-solving. Transforming paper processes into dynamic, digital experiences enhances accessibility and efficiency. Utilizing data for diversity, equity, and inclusion (DE&I) initiatives is crucial. Integrating modern platforms for data analysis provides insights into workforce demographics and HR processes. People Analytics strategies, including the use of tools like Tableau for visualization, aid in identifying diversity gaps and developing effective solutions. Overall, a strategic focus on the Employee Experience and leveraging modern technologies can help public sector organizations effectively navigate workforce challenges. From Experience Cloud for engagement to a Service Cloud Knowledge Base for ease of information, Salesforce has many tools to help improve the public sector employee experience. Contact Tectonic today to explore Public Sector, Government, and Tribal solutions. 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 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 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 Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more

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Salesforce Success Story

Case Study: Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition

Military congressionally chartered, federally supported non-profit corporation that sustains and equips the armed forces. Client employs nearly 170,000 professionals to support and sustain the global mission of the armed forces. Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition. Industry: Federal – Military Process Gaps: Client’s lack of a digital processes for talent acquisition hindered their ability to find and develop top-tier employees. The repository was incomplete, inaccurate, disconnected from other departments within the business ecosystem with no checks & balances in place – resulting into inefficient talent acquisition lifecycle that could not be tracked. Implemented : Technologies integrated : Our solution? Tectonic assisted with the successful implementation of Salesforce Sales Cloud, Experience Cloud, API Integrations and Advanced SF Security. Key activities included: Results: With Salesforce Public Sector Solutions, you can improve the provision of public services, expedite processes, and promote community trust and well-being. These solutions, which are specifically designed for government enterprises, use state-of-the-art technology to streamline workflows, guarantee compliance, and expedite operations. Discover the revolutionary potential of Salesforce in the areas of emergency program Salesforce offers digital transformation technology for government and public sector industries. If you are considering a Salesforce recruiting solution, contact Tectonic today. 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 Nonprofit Cloud

Salesforce Grantseeker Collaboration in Grants Management Nonprofit Cloud

Utilize Salesforce Grants Management for the collaborative collection and review of funding requests. Salesforce Grantseeker Collaboration tool empowers nonprofits. Allow Funding Request Collaborators: Update Invitation to Collaborators: Key Functions of Salesforce Grantseeker Collaboration: Nonprofit Cloud and Nonprofit Success Pack 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 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 Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more

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Slack and Salesforce

Amaze Your Customers With Slack and Service Cloud For Improved Customer Service

Surpass your customers’ expectations with the combined power of Service Cloud and Slack. Drive down operating costs, enhance team productivity, and exceed customer expectations by leveraging the capabilities of Service Cloud and Slack. Understanding the current service landscape: The digital transformation, accelerated by the pandemic, has propelled customers and businesses into a new era, marked by the extensive use of diverse tools for day-to-day operations. Since 2020, Salesforce’s data indicates that achieving transparency and fostering active engagement are crucial to meeting heightened customer expectations, evident in a notable 47% surge in video support. However, a significant number of organizations face a challenge as their technology systems do not fully align with these evolving expectations. We all know it’s hard to make a good paper mache airplane if you only have a piece of paper. And technology is no different. According to Intercom, 46% of support leaders express that their tech stack acts as a hindrance to achieving organizational goals. Operating across various applications diminishes team productivity and hinders business expansion. To effectively cater to your customers, service teams must innovate and adapt to the multitude of tools, contact channels, isolated teams, and fragmented data. Support operations personnel need to address key questions: The solution lies in adopting Slack as the productivity hub, coupled with Salesforce’s Service Cloud integration. This dynamic combination unlocks your full productivity potential, fostering increased customer loyalty. Break down organizational silos and expedite case resolution for enhanced customer experiences. In the ever-evolving digital marketplace, customers demand seamless service without being transferred between agents or repeating their information. A staggering 83% of customers expect complex issues to be addressed by a single point of contact. However, traditional tiered-support models fall short of meeting these expectations. The solution lies in providing teams with a comprehensive view of the entire customer journey. By leveraging the combined capabilities of Service Cloud and Slack, organizations can achieve significant cost reductions and enhance service team productivity. Service Cloud has been shown to lower support costs by 27%, while Slack increases employee productivity by 26%, according to the 2022 Salesforce Success Metrics Global Highlights study. Swarming Swarming, facilitated by Service Cloud and Slack, revolutionizes the support approach. Unlike traditional tiered support, swarming brings service agents, engineers, and issue analysts together in real-time, eliminating the need for case escalations and customer department bouncing. The swarm team collaborates efficiently, sharing information with customers proactively. The Field Service mobile app further facilitates instant connections with experts, reducing the need for unnecessary on-site visits. Service Cloud and Slack, working together, use out-of-the-box workflows to automatically assemble cross-functional experts and create Slack channels for collaborative efforts on complex cases. This approach eliminates messy handoffs and siloed decision-making, promoting transparency. Swarming ensures that everyone involved can access the entire conversation, participate in Slack huddles, and search for resolutions to similar cases. Automation and streamlined collaboration are paramount for providing exceptional service experiences. The time factor, particularly time to resolution and time on hold, is a significant barrier. Many service agents (78%) struggle to balance speed and quality due to the challenge of working across multiple systems. The integration of Service Cloud and Slack addresses this issue by extending workflows throughout the organization. Soon, Slack GPT will further enhance CRM and conversational data, providing AI-generated summaries and enabling the creation of no-code workflows. Workflow Builder and Flow Builder, no-code tools from Slack and Salesforce, respectively, collaborate seamlessly to automate daily tasks and enhance transparency, agility, and cross-team collaboration. Successful Integration The success of this integration is evident in the substantial improvements seen by service organizations using Slack, including a 32% increase in Net Promoter Score, 27% decrease in service/support costs, 30% increase in agent productivity, and a 30% increase in customer retention. The ever-changing level of customer expectations underscores the importance of service professionals as frontline ambassadors for your brand. With 88% of customers valuing their experience with a company as much as its products, swarming becomes a strategic approach to surpass expectations. Slack Connect facilitates direct access to support for partners, vendors, and B2B customers through a dedicated channel, fostering collaborative issue resolution. Slack clips and white-glove service further enhance the support process. Clips allow users to record audio, video, and screen shares, creating a searchable database of demonstrations. Private support channels in Slack provide key customers with white-glove service, allowing them to record and upload technical issues for prompt resolution. slack and service cloud In the current remote and decentralized business workforce, Service Cloud and Slack offer an opportunity to exceed customer expectations, transform service cases into lasting relationships, cut costs, and boost team productivity. If your average call handle time is too long, if your data is too siloed, or if your customer service teams are overwhelmed, contact Tectonic today to explore a Slack and Salesforce Service Cloud Integration. Like 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 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 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 Nonprofit Cloud

Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud is a comprehensive Customer Relationship Management platform covering donor management, grant-making, fundraising, program management, and marketing. It empowers nonprofits to measure, track, and update data across all aspects of their operations, driving growth and success through data-driven decisions. The nonprofit sector is challenged by limited manpower and any economic downturns. Salesforce Nonprofit helps your organization accomplish more with less staff and use predictive analytics to focus on donors who are the most likely to respond to your messages. Create efficiency with data and insights and effectively scale and deliver your mission. Learn about the secure, flexible platform built for and used by over 50,000 nonprofits. What’s Encompassed in Nonprofit Cloud Nonprofit Cloud integrates features and products harnessed from the robust Salesforce platform, offering expedited and streamlined access to Salesforce’s array of innovative products and services. The Salesforce Platform The cornerstone of Nonprofit Cloud, the cloud-based Salesforce platform, inclusive of Service Cloud and Sales Cloud, is an integral part of the product. This platform furnishes relationship management, collaboration, integration, and data insight capabilities, providing a comprehensive 360-degree view of constituents. This enables more effective service delivery, management, and interaction. Additionally, the platform complies with stringent data security regulations, facilitating swift deployment and scalability. Nonprofit Cloud Data Model The Nonprofit Cloud data model encompasses Constituent Management, Fundraising, Program Management, Case Management, and Outcome Management. Constituent Management provides essential information for a holistic understanding of constituents, managing intricate relationships and visualizing their connections. Fundraising tools empower donor engagement, fund acquisition, and strategic planning with data-driven insights. Program Management enhances productivity, eliminates data silos, and facilitates timely decision-making. Case Management supports participant achievements by offering a comprehensive view of each participant, enabling personalized experiences. Use Outcome Management to define your impact strategy or theory of change, collect your data, track your progress, and evaluate the effectiveness of your programs. The Toolkit Nonprofit Cloud includes a toolkit featuring components and tools that leverage the platform and data model. OmniStudio, Action Plans, Actionable Relationship Center (ARC), Business Rules Engine, and other components, services, and tools automate paper-based and cumbersome processes. For instance, dynamic questionnaires can be created to expedite intake and referral processes. Experience Cloud for Nonprofits and Nonprofit Cloud for Grantmaking Extend beyond the Nonprofit Cloud data model with Experience Cloud for Nonprofits or Nonprofit Cloud for Grantmaking. Experience Cloud for Nonprofits offers a secure online portal for collaborating with external users. Site users can access and interact with cases, programs, and benefits, with customizable access to objects and features based on business requirements. Nonprofit Cloud for Grantmaking incorporates grant and budget management features. The Grantmaking data model supports the entire grant life cycle, including creating funding opportunities, managing applications and reviews, and tracking grant applicant budgets and results. Use Outcome Management with Nonprofit Cloud to track: If you are a nonprofit organization looking for a platform to make your mission easier, contact Tectonic today to learn more about Salesforce Nonprofit Cloud. 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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