Salesforce Implementation Services Archives - gettectonic.com - Page 4
Liberty Bank and Salesforce
14Sep

Liberty Bank and Salesforce

Liberty Bank, based in Middletown, Connecticut, announced on September 5th an expanded partnership with Salesforce, the world’s leading AI-powered CRM platform, to enhance its customer engagement efforts. Liberty Bank and Salesforce. By integrating Salesforce’s Financial Services Cloud, Marketing Cloud, MuleSoft, and Salesforce Shield, Liberty Bank aims to deliver more personalized, efficient, and enriched services. This strategic investment will further position Liberty Bank as a leader in customer satisfaction and loyalty within the community banking sector. “We set out to find a strategic partner that truly understands the unique nature of banking and puts the customer first,” said David W. Glidden, Liberty Bank President and CEO. “As we continue our mission to ‘Build the Community Bank of the Future,’ having the best partners is crucial to elevating our customer experience. With Salesforce’s innovative CRM solutions, we’re investing in the future to meet the evolving needs of our customers, team members, and communities, and to exceed their expectations.” Salesforce’s platform will enable Liberty Bank to streamline operations and gain deeper insights into customers’ financial journeys, ensuring a seamless and personalized banking experience. The Financial Services Cloud offers tools specifically tailored to the banking industry, allowing for faster time-to-value. Set to roll out next year, this transformation will allow Liberty Bank to prioritize customer financial goals while maintaining a high level of service and support. “Banks of all sizes are under pressure to innovate and deliver more personalized experiences. By leveraging CRM, data, and AI, Liberty Bank will gain a comprehensive view of its customers, enabling its teams to build stronger relationships and improve overall productivity.”Greg Jacobi, VP & GM of Banking and Lending at Salesforce. About Liberty Bank Founded in 1825, Liberty Bank is the nation’s oldest and largest independent mutual bank. With nearly $8 billion in assets, Liberty operates 56 branches across Connecticut and two in Massachusetts. It provides a full range of services, including consumer and commercial banking, cash management, home mortgages, business loans, insurance, and investment services. The bank has been named a ‘Top Workplace’ by the Hartford Courant every year since 2012 and recognized as a Best-In-State Bank in Connecticut by Forbes in 2021, 2022, and 2023. For more information, visit www.liberty-bank.com. Liberty Bank and Salesforce. Interested in discussing Salesforce for your financial institution? Contact Tectonic today. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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September 14, 2024in Mulesoft, Salesforce Financial Services Solutions, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Optimization, Salesforce Shield
Salesforce and Ortoo Integration
06Sep

Salesforce and Ortoo Integration

Ortoo Launches Smart Actions: A Revolutionary Salesforce-Native App for AI Automation Ortoo, a leading provider of Salesforce productivity solutions, has unveiled its latest innovation, Smart Actions, now available on the Salesforce AppExchange. This groundbreaking Salesforce-native app allows businesses to seamlessly integrate AI automation into their Salesforce workflows, dramatically boosting efficiency and simplifying complex processes with a single click. Salesforce and Ortoo integration for Smart Actions. How do I sync Ortto activities to Salesforce? In your Ortto account, navigate to Data sources > Salesforce > Sync Ortto activities to Salesforce. Choose up to 5 activities. At Sync settings, select whether you wish to sync these Ortto activities as activities and/or as tasks. If you are syncing the Salesforce Task object to Ortto (selected at Salesforce fields): Smart Actions empowers companies to deploy AI and GPT-powered automations across sales, service, and support functions within Salesforce, eliminating the traditionally high costs associated with advanced AI tools. By integrating smoothly into the Salesforce ecosystem, Smart Actions enables businesses to automate manual tasks, personalize communications, and optimize workflows with unparalleled ease. Track and manage email conversations within Salesforce. AI-powered actions to streamline sales workflows. SEAMLESS SALESFORCE INTEGRATION “With Smart Actions, we’re making AI automation accessible to businesses of all sizes,” said Amy Grenham, Head of Marketing at Ortoo. “If you’ve ever built a custom GPT using OpenAI, creating a Smart Action will feel very familiar. Ortoo’s prompt builder allows you to set the context, specify the Salesforce fields to analyze, and determine where the output should go. This simplicity makes it incredibly easy to deploy AI-driven processes and transform operations within Salesforce.” Key Features and Practical Applications Real-World Applications of Smart Actions Get Started with Smart Actions Today Smart Actions is now available on the Salesforce AppExchange. Businesses can start using the app for free, with additional features available through a premium version. SmartActions is a 5 star product on the Salesforce AppExchange. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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September 6, 2024in Salesforce Implementation Services
Detecting the Hot Chatbot
30Aug

Detecting the Hot Chatbot

All the tech giants are eager to prove their chatbot is the hottest in the market. Like wild stallions fighting over the mares, Google, Meta, Microsoft, and OpenAI are competing to show that their AI models have the most momentum. Companies with built-in AI like Salesforce occupy a broader sector. Detecting the Hot Chatbot is the challenge for the consumer. Why Detecting the Hot Chatbot Matters These companies have poured immense resources—both talent and money—into developing their models and adding new features. Now, they’re keen to showcase that these investments are yielding results. What’s Happening In the past few dayss, several major players have released new usage statistics: The Big Picture Generative AI is still in its early stages, and the entire industry faces the challenge of proving that these products deliver real value—whether by capturing market share from the lucrative search industry or by helping companies save money through increased productivity. How are you Detecting the Hot Chatbot. In the short term, however, everyone is eager to show they’re leading the pack. TV commercials for generative AI are now common, with Meta, Google, and Microsoft all airing spots, although the effectiveness of these ads varies. Some companies even boast that their commercials were created using AI—not necessarily the most convincing selling point. Between the Lines The competition isn’t just about consumer popularity; it’s also spilling over into the battle to secure business customers. On Wednesday’s earnings call, Salesforce CEO Marc Benioff made a point of distinguishing Salesforce’s new Agentforce AI sales assistant from Microsoft’s Copilot offerings. “This is not Copilot,” Benioff said. “So many customers are disappointed with what they bought from Microsoft Copilot because they’re not getting the accuracy and response they want. Microsoft has let down many customers with AI.” Microsoft quickly responded in a comment to CNBC. “We are hearing something quite different from our Copilot for Microsoft 365 customers,” said corporate VP Jared Spataro. “When I talk to CIOs directly, and if you look at recent third-party data, organizations are betting on Microsoft for their AI transformation.” The Bottom Line The competition is heating up as tech giants vie to prove they have the upper hand in the AI race and the Hot Chatbot. Customers will ultimately decide. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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August 30, 2024in Generative AI, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions
Connected Vehicles
29Aug

Connected Vehicles

Revolutionizing the Automotive Industry: Salesforce’s Connected Car App The automotive industry has always been a beacon of innovation, consistently pushing the boundaries to enhance the driving experience. From the iconic Model T and the assembly line to today’s electric and autonomous vehicles, the evolution of automobiles has been driven by an unyielding pursuit of progress. I actually purchased a new-to-me car today, and with the connected vehicle on the horizon I’m kind of glad I’ll be able to upgrade in a couple years. Bluetooth and back up cameras are great. But a car that can tell the dealership to get me on the horn before some automotive calamity occurs? The future is here, my friends. Connected Vehicles for Better Experiences Now, as digital transformation reshapes industries, a new chapter is emerging in automotive innovation: the connected car. Leading this charge is Salesforce, a global powerhouse in customer relationship management (CRM), with the introduction of its groundbreaking Connected Car App, poised to redefine in-car experiences for both drivers and passengers. From my personal buying experience today, the car business could use some customer relationship management! The Future of In-Car Connectivity Salesforce’s Connected Car App is more than just a technological enhancement; it represents a fundamental shift in how we interact with our vehicles. By leveraging Salesforce’s Customer 360 platform, this app creates personalized, engaging experiences that go far beyond traditional automotive features. The Connected Car App is designed to make every journey more intuitive and efficient, offering real-time insights and services tailored to the unique needs of each driver. Whether it’s maintenance alerts, optimized route suggestions based on traffic, or personalized entertainment options, the app transforms the car into a truly smart companion on the road. A GPS feature? I guess I can plan on deleting Waze off my phone in the near future! Powered by Salesforce Customer 360 At the heart of the Connected Car App is Salesforce’s Customer 360 platform, which delivers a comprehensive, 360-degree view of each customer. This integration ensures that the app provides tailored experiences based on a deep understanding of the driver’s preferences, habits, and history. It isn’t going to just know you by a vehicle loan number, a VIN number, or even just an email address. For instance, a driver who frequently takes long road trips might receive customized recommendations for rest stops, dining options, and attractions along their route. Meanwhile, commuters could benefit from real-time updates on traffic, weather, and parking availability. The app’s ability to anticipate and respond to the driver’s needs in real time distinguishes it from traditional in-car systems. I can just hear my car now, advising me it has been one hour since I stopped for coffee, and she’s worried about my sanity. Enhancing Customer Loyalty and Satisfaction with Connected Vehicles The Connected Car App offers significant potential to boost customer loyalty and satisfaction. By delivering a personalized driving experience, automakers can strengthen relationships with customers, transforming each driving journey into an opportunity to build brand loyalty. If Toyota is suddenly going to treat me like Shannan Hearne instead of customer # xxxxx would be ecstatic. Additionally, the app’s capability to collect and analyze data in real time opens new avenues for automakers to engage with their customers. Predictive maintenance reminders, targeted promotions, and special offers are just a few examples of how the app fosters a deeper connection between the brand and the driver. Oh, yeah. My connected vehicle app is DEFINITELY going to be talking to me about changing my oil (I’m not exactly diligent), how great the latest model of Toyota is (I drove a Corolla for 18 years and have also owned a Tacoma, a Tundra, and a Prius), and if it would add coffee coupons I would be golden. A New Era of Automotive Innovation Salesforce’s Connected Car App marks a pivotal moment in the automotive industry’s digital transformation. As vehicles become increasingly connected, the opportunities for innovation are boundless. Salesforce is at the forefront with a solution that not only enhances the driving experience but also empowers automakers to build stronger, more meaningful relationships with their customers. In a world where customer expectations are constantly growing, the Connected Car App is a game-changer. Customers, even car owners, expect their brands to know them and recognize them. By integrating Salesforce’s CRM capabilities directly into vehicles, the app creates a seamless, personalized experience that stands out. As we look ahead, it’s clear that the Connected Car App is just the beginning of an exciting new era of automotive innovation. As a marketer at heart and a technologist by trade, I’m really excited about the potential here. Connected Vehicle: A Unified Digital Foundation Salesforce’s Connected Vehicle platform provides automakers with a unified, intelligent digital foundation, enabling them to reduce development time and roll out features and updates faster than ever before. This platform allows seamless integration of vehicle, Internet of Things (IoT), driver, and retail data from various sources, including AWS IoT FleetWise and Snapdragon® Car-to-Cloud Connected Services Platform, to enhance driver experiences and ensure smooth vehicle operation. Can you imagine a smart app like the Connected Vehicle talking to your loyalty apps for gas stations, convenience stores, and grocery stores? I would be driving down the interstate and the app will tell me there is a Starbucks ahead AND I have a 10% off coupon. Automakers and mobility leaders like Sony Honda Mobility are already exploring the use of Connected Vehicle to deliver better experiences for their customers. The platform’s ability to access and integrate data from any source in near real time allows automakers to personalize driver experiences, in-car offers, and safety upgrades. Why It Matters By 2030, every new vehicle sold will be connected, and the advanced, tech-driven features they provide will be increasingly important to consumers. A recent Salesforce survey revealed that drivers already consider connected features to be nearly as important as a car’s brand. Connected Vehicle accelerates this evolution, enabling automakers to immediately deliver branded, customized experiences tailored to

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August 29, 2024in Salesforce Implementation Services, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy
benefits of salesforce flow automation
15Aug

Benefits of Salesforce Flow Automation

Salesforce Flow Automation offers robust tools to streamline operations, enhance productivity, and improve accuracy. Whether you’re new to Salesforce or refining existing workflows, here are five top tips for maximizing the benefits of Salesforce Flow Automation. 1. Define Clear Objectives Before creating any flows, clearly define your automation goals, whether it’s reducing manual data entry, accelerating approval processes, or ensuring consistent customer follow-ups. Having specific objectives will keep your flow design focused and help you measure the impact of your automation. 2. Leverage Pre-Built Flow Templates Salesforce provides a range of pre-built flow templates tailored to common business needs, saving time and effort. Start with these templates and customize them to suit your unique requirements, allowing you to implement efficient solutions without building from scratch. 3. Optimize Decision Elements Decision elements in Salesforce Flow enable branching logic based on set conditions. Use them to direct the flow according to specific criteria, such as routing different approval paths based on deal value or service type. This targeted approach ensures each scenario is handled effectively. 4. Thoroughly Test Before Deployment Testing is a critical part of the automation process. Before launching a new flow, test it in a sandbox environment to catch any issues. Cover a range of scenarios and edge cases to confirm that the flow works as expected, helping avoid disruptions and ensuring a smooth transition into live use. 5. Monitor and Continuously Improve Automation is an evolving process. After deploying flows, monitor their performance to ensure they’re achieving desired outcomes. Use Salesforce’s reporting tools to track metrics like completion rates and processing times. With this data, you can fine-tune your flows to boost efficiency and adapt to changing business needs. By following these tips, you can unlock the full potential of Salesforce Flow Automation, leading to streamlined processes and better business outcomes. Embrace automation to reduce manual work and keep focus on driving core business growth. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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August 15, 2024in Data, Salesforce, Salesforce Implementation Services, Salesforce Optimization
Qwary Salesforce Integration
13Aug

Qwary Salesforce Integration

Qwary Enhances Customer Insights with New Salesforce Integration HERNDON, Va., Aug. 13, 2024 /PRNewswire/ — While surveys have long been a staple for gathering customer feedback, data entry often poses a challenge in obtaining comprehensive insights. Qwary’s new Salesforce integration aims to resolve this issue by enabling seamless data transfer and synchronization between the two platforms. This integration allows teams to consolidate customer information into a single hub, providing real-time visibility and enhancing strategic planning and collaboration. Key features include creating email campaigns, importing contacts, mapping survey results, and automating event-based workflows. What Is Qwary’s Salesforce Integration? Qwary’s Salesforce integration is designed to streamline the analysis of Salesforce survey data, offering a more efficient way to understand customer interactions with your brand. By integrating survey feedback with CRM data, this tool helps you quickly adapt your products and services to meet evolving customer needs. It tracks customer journeys, collects feedback, and reveals pain points, enabling you to deliver tailored solutions. Benefits of Using Qwary’s Salesforce Integration Qwary’s integration offers several notable benefits: Automate Feedback Collection The integration automates the feedback collection process by triggering surveys at strategic points in the customer lifecycle. This allows your team to act swiftly to foster engagement and generate leads. Gain Actionable Insights Seamlessly integrating with Salesforce CRM, Qwary scores, analyzes, and enriches customer data, helping your team identify emerging trends and seize opportunities for personalization and customer development. Synchronize Data Automatically With Qwary’s integration, your contact data is consolidated into a single, reliable source of truth. Whether you’re using Salesforce or Qwary, automated data synchronization ensures consistency and provides real-time updates. Collaborate Effectively The integration promotes effective teamwork by sharing data between Salesforce and Qwary, enabling your team to solve problems collaboratively and refine strategies to boost customer retention. Key Capabilities Qwary’s Salesforce integration excels in managing customer feedback, automating workflows, and consolidating contact data: Salesforce Workflow Automation The integration simplifies scheduling and automating survey triggers, eliminating manual processes. Surveys can be initiated via email or following significant events, with responses seamlessly mapped into Salesforce. This creates a comprehensive view of customer behavior, helping your team act on insights, strengthen connections, and enhance satisfaction. Contact Data Importation Qwary facilitates quick access to Salesforce contacts, providing a holistic view of your customer base. The integration streamlines contact data importation and updates, eliminating manual data entry and speeding up data management. Potential Business Impacts By combining automation, synchronization, and data consolidation with a user-friendly interface, Qwary’s Salesforce integration enhances your sales team’s ability to collect and leverage customer feedback. Immediate access to comprehensive consumer insights allows your business to respond promptly to customer needs, improving satisfaction and loyalty. Real-time data aggregation helps your company adapt quickly and refine offerings to exceed customer expectations. Stay Ahead with Qwary’s Salesforce Integration Qwary continuously updates its solutions to meet the evolving needs of businesses focused on customer engagement. Leveraging automation, synchronization, and advanced analytics through an accessible platform, Qwary’s Salesforce integration empowers your team to enhance offerings and connect with customers efficiently. By optimizing the use of survey data and Salesforce feedback, Qwary keeps your business at the forefront of market trends, enabling you to consistently delight your customers. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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August 13, 2024in Generative AI, Marketing Automation, Salesforce Data Cloud, Salesforce Einstein, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Marketing Automation, Salesforce Optimization, Salesforce Personalization
Salesforce Enhances Nonprofit Cloud
09Aug

Salesforce Enhances Nonprofit Cloud

Salesforce Enhances Nonprofit Cloud with AI and Data Tools Salesforce has introduced new artificial intelligence (AI) and data capabilities to its Nonprofit Cloud, aimed at helping organizations boost efficiency, personalize donor engagement, and increase funding. Learn how Salesforce Enhances Nonprofit Cloud. Among the new features are AI tools that generate personalized gift proposals and concise summaries of program success, grant details, donor histories, and more. Additionally, Salesforce announced the launch of Data Cloud for Nonprofits, which unifies and harmonizes data to provide a comprehensive view of donors, volunteers, and program participants. Key new features include: “Every nonprofit strives to deliver the best experience for donors, volunteers, board members, staff, and, most importantly, the people and causes they serve. However, they often face the challenge of doing more with limited resources,” said Lori Freeman, Vice President and Global General Manager of Nonprofit at Salesforce. “With industry-specific AI and data tools, Salesforce empowers nonprofits to enhance productivity by augmenting staff with AI, use data more effectively to build deeper relationships with stakeholders, and ultimately raise the funds needed to fulfill their mission.” Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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August 9, 2024in Generative AI, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Optimization
Benefits of Loan Software for Government Agencies on Salesforce
08Aug

Benefits of Loan Software for Government Agencies on Salesforce

The Benefits of Loan Software for Government Agencies on Salesforce Government agencies managing loans face unique challenges in financial administration, and integrating loan software with Salesforce can greatly enhance their efficiency, accuracy, and transparency. This streamlined solution addresses key areas such as document management, borrower engagement, and robust reporting, making processes more efficient and improving service delivery. Centralized Document Management Loan software offers a central hub for managing extensive paperwork, helping government agencies manage loan applications, agreements, and compliance documents. Key benefits include: This centralized approach saves time and helps agencies maintain audit-ready records. Improved Borrower Management Loan software on Salesforce offers a seamless borrower management experience through custom borrower portals. Features include: By improving borrower relationships, agencies can foster trust and boost repayment rates. Powerful Reporting and Dashboards Salesforce’s loan software provides comprehensive reporting tools to support data-driven decision-making: These tools provide insights that help agencies manage loans efficiently while aligning with fiscal goals. Efficient Payment Processing Loan software simplifies payment workflows, providing: This automation improves payment accuracy and speeds up processing times for both agencies and borrowers. Conclusion Integrating loan software with Salesforce offers government agencies significant benefits, from enhanced document management to improved borrower engagement, advanced reporting, and efficient payment processing. These solutions help agencies better serve citizens while maintaining compliance and fiscal responsibility. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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August 8, 2024in Salesforce Implementation Services, Salesforce Optimization, Salesforce Public Sector Solutions
Enhance Payer Patient Education
30Jul

Enhance Payer Patient Education

Data and Technology Strategies Enhance Payer Patient Education Analytics platforms, omnichannel engagement tools, telehealth, and other technological advancements have become essential in driving successful, enhanced payer patient education. Cathy Moffitt, MD, a pediatrician with 15 years of experience in the pediatric emergency department and now the senior vice president and Aetna chief medical officer at CVS Health, understands the critical role of patient education. “Education is empowerment. It is engagement. It is very critical to making patients more equipped to handle their healthcare journey,” Moffitt said in an episode of Healthcare Strategies. “Even overseeing a large payer like Aetna, I still believe tremendously in health education.” Enhance Payer Patient Education For large payers, effective patient education begins with data analytics and a deep understanding of their member population. Through data, payers can identify key insights, including when members are most receptive to educational materials. “People are more open to hear you and to be educated and empowered when they need help right then,” Moffitt explained. Timing is crucial—offering educational resources when they’re most relevant to a member’s immediate needs increases the likelihood that the information will be absorbed and acted upon. Aetna’s Next Best Action initiative, launched in 2018, exemplifies this approach. Through this program, Aetna employees reach out to members with specific conditions, offering guidance on the next best steps for managing their health. By providing education at a time when members are most open to it, the initiative ensures that patient education is both timely and impactful. In addition to timing, payer data can shape patient education by providing insights into a member’s demographics, including race, sexual orientation, gender identity, ethnicity, and location. Tailoring educational efforts to these factors ensures that communication is accessible and resonates with members. To better connect with a diverse member base, Aetna has integrated translator services into its customer support and trained representatives on sensitivity to sexual orientation and gender identity. Additionally, updating the provider directory to reflect demographic data is crucial. When members see providers who share their language, culture, and experiences, they are more likely to engage with and retain the educational materials provided. “Understanding, in a multicultural and multifactorial way, who our members are and trying to help understand what they need…as well as understanding both acute and chronic illness from an actionability standpoint, where we can best engage to good effect as we reach out to people—that’s the cornerstone of our intent and our philosophy around how we scrub data,” Moffitt shared. With over 20 years in the healthcare industry, both as a provider and now in a payer role, Moffitt has observed key trends and identified strengths and weaknesses in patient education efforts. She noted that the most successful patient education initiatives have been in mental health and preventive care, with technology playing a crucial role in both areas. Patient education has significantly reduced the stigma around mental healthcare and highlighted the importance of mental wellness. Telemedicine has vastly improved access to care, particularly in mental health, Moffitt noted. In preventive care, more people are now aware of the benefits of cancer screenings, vaccines, wellness visits, and other preventive measures. Moffitt suggested that the increased use of home health visits and retail clinics has contributed to these improvements, particularly among Aetna’s members. Looking ahead, Moffitt predicted that customized engagement is the next frontier for patient education. Members increasingly want educational materials delivered in a personalized and streamlined manner that suits their preferences. Omnichannel engagement solutions will be vital in meeting this demand. While significant progress has been made in enabling members to receive educational materials through various channels such as email, text, and phone calls, Moffitt anticipates even more advancements in the future. “I can’t tell you exactly where we’re going to be in 10 years because I wouldn’t have been able to tell you 10 years ago where we are now, but we will continue to respond and meet the demands with the technological commitments that we’re making,” Moffitt said. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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July 30, 2024in Data, Life Sciences Cloud, Public Sector Solutions, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Technology
Implementing Salesforce Education Cloud
25Jul

Implementing Salesforce Education Cloud

Client OverviewThe client is a leading educational institution offering a wide array of programs, from undergraduate degrees to continuing education. With around 15,000 students and a global alumni network of over 50,000, they are dedicated to delivering a holistic educational experience while nurturing lifelong relationships with their alumni. ChallengesBefore implementing Salesforce Education Cloud, the client faced several large challenges: ObjectivesThe institution sought to achieve the following with Salesforce Education Cloud: Solution: Salesforce Education Expertise Strategy and Planning Design and Wireframing Development Testing Deployment Results: Before and After Aspect Before After Data Management Fragmented across multiple systems Centralized in Salesforce Education Cloud Communication Disjointed communication processes Streamlined internal and external channels Alumni Engagement Outdated tools for managing alumni relationships Modern tools for enhanced engagement Before and after Salesforce Education Cloud Quantifiable OutcomesWith Salesforce Education Cloud, the client achieved: Implementing Salesforce Education CloudBy implementing Salesforce Education Cloud, the Salesforce partner delivered a transformative solution that surpassed the institution’s objectives. The integration of centralized data, enhanced communication processes, and modern alumni management tools led to: These impressive results highlight Tectonic’s commitment to providing expert Salesforce solutions that aid education clients achieve their strategic goals. Contact us today. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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July 25, 2024in Data, Salesforce Education Cloud, Salesforce Implementation Services
Salesforce Workday Partnership
24Jul

Salesforce Workday Partnership

Salesforce and Workday Partner to Launch AI-Powered Employee Service Agent Salesforce (NYSE: CRM), the leading AI CRM platform, and Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and HR, today announced a strategic partnership to develop a new AI-powered employee service agent. This solution will enhance employee experiences by automating routine tasks, providing personalized support, and delivering data-driven insights across Salesforce and Workday platforms. A Unified Data Foundation for Enhanced Employee Services The partnership will integrate HR and financial data from Workday with CRM data from Salesforce, creating a unified data foundation. This integration will enable the development of AI-driven use cases that increase productivity, reduce costs, and improve the employee experience. A key feature will be the seamless incorporation of Workday into Slack, allowing for enhanced automation and collaboration around HR and financial records, using AI. The new AI employee service agent, built on Salesforce’s Agentforce Platform and Einstein AI, alongside Workday AI, will cater to various employee service needs, such as onboarding, health benefits management, and career development. This agent will utilize a company’s data to interact with employees in natural language, offering personalized support and executing tasks based on trusted business rules and permissions. Enhancing Employee and Customer Success “The AI opportunity lies in augmenting employees and delivering exceptional customer experiences. Our collaboration with Workday will empower businesses to create remarkable experiences using generative and autonomous AI, allowing employees to efficiently find answers, learn new skills, solve problems, and take actions.” Marc Benioff, Chair and CEO of Salesforce Carl Eschenbach, CEO of Workday, highlighted the integration’s benefits: “By combining our platforms, data, and AI capabilities, we empower customers to deliver unmatched AI-powered employee experiences, leading to happier customers and substantial business value.” Key Features of the Partnership Benefits for Employees and Employers For Employees: For Employers: Sal Companieh, Chief Digital and Information Officer at Cushman & Wakefield, noted the strategic advantage: “The integration of Workday and Salesforce will streamline workflows and deliver more personalized, AI-powered employee experiences, significantly enhancing our operational efficiency.” “The shared data foundation between Workday and Salesforce will enable these partners to deliver transformative AI capabilities, enhancing employee experiences and driving business performance.” R “Ray” Wang, CEO of Constellation Research, Inc. About Workday Workday is a leading enterprise platform that helps organizations manage their most important assets – their people and money. The Workday platform is built with AI at the core to help customers elevate people, supercharge work, and move their business forever forward. Workday is used by more than 10,500 organizations around the world and across industries – from medium-sized businesses to more than 60% of the Fortune 500. For more information about Workday, visit workday.com. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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July 24, 2024in Einstein 1 Platform, Salesforce Data Cloud, Salesforce Einstein, Salesforce Implementation Services, Salesforce Slack
Patient Trust Tanked in Healthcare During COVID
21Jul

Patient Trust Tanked in Healthcare During COVID

Patient Trust in Healthcare Declined During COVID-19 Pandemic Patient trust in healthcare providers significantly declined during the COVID-19 pandemic, a trend that some experts believe could threaten public health. New data published in JAMA Network Open outlines the negative impact the pandemic had on patient trust levels. Patient Trust Tanked in Healthcare During COVID. The study, which analyzed survey results collected between April 2020 and January 2024, revealed a 30 percentage point drop in self-reported patient trust. Factors such as age, gender (specifically female), lower educational attainment, lower income, Black race, and living in rural areas were associated with lower trust levels, according to the researchers. These findings come as the healthcare industry examines the broader implications of the pandemic. The focus on patient trust is crucial because of the significant role healthcare providers play in public health and the profound impact the pandemic had on societal attitudes. “During the COVID-19 pandemic, medicine and public health became politicized, with the internet amplifying public figures and even some physicians encouraging distrust in public health experts and scientists,” the investigators wrote. “As such, the pandemic may have represented a turning point in trust, with a profession previously seen as trustworthy increasingly subject to doubt.” The data, drawn from 24 waves of surveys involving more than 443,000 individuals over age 18, showed that healthcare professionals began the pandemic with high trust ratings—71.5% of individuals reported trust in physicians and hospitals. However, by January 2024, this number had fallen to 40.1%. The decline in trust could have serious repercussions for public health. Lower patient trust was linked to a reduced likelihood of receiving flu or COVID-19 vaccinations. Patient Trust Tanked in Healthcare During COVID “Our results cannot establish causation, but in the context of prior studies documenting associations between physician trust and more positive health outcomes, they raise the possibility that the decrease in trust during the pandemic could have long-lasting public health implications,” the researchers explained. Conversely, higher levels of trust were associated with healthier behaviors, particularly the receipt of the COVID-19 vaccine, flu shots, and COVID-19 boosters. To address this issue, the healthcare sector should focus on reaffirming patient trust in physicians and hospitals. However, this may be a challenging task. A previous Cochrane review found that no intervention meaningfully changed trust in physicians, despite numerous efforts that generally had modest effects. “A better understanding of groups exhibiting particularly low trust, and the factors associated with that diminished trust, may be valuable in guiding future intervention development and deployment,” the researchers suggested. These findings contrast sharply with the early stages of the pandemic, including the COVID-19 vaccine rollout when public health experts touted doctors as among the most trusted COVID-19 messengers. The study could not pinpoint a specific reason for the loss of patient trust, noting that it was not linked to political affiliation nor fully explained by a lack of trust in science. This indicates that there was something particular about healthcare itself that contributed to the decline in trust during the pandemic. Further research is necessary to uncover more trends among individuals whose trust levels decreased during the pandemic, the researchers recommended. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more

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July 21, 2024in Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Salesforce Public Sector Solutions
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