Deactivated Users & Record Ownership: When a Salesforce user is deactivated, the records they own may not be automatically transferred to a new active owner. Pardot syncs prospect records based on the Salesforce owner. If the owner is inactive, it can prevent prospects from syncing correctly or being included in dynamic lists in Pardot.
Salesforce Introduces Integrated Ecommerce Storefronts in Starter and Pro Suites Salesforce has expanded its Starter and Pro Suites to include integrated ecommerce storefronts, combining capabilities across sales, service, marketing, and now commerce into a seamless, all-in-one solution. This new addition empowers small and growing businesses to create direct-to-consumer (D2C) online stores with ease. Key features include low-code tools for custom storefront design, centralized product and price management, and built-in performance dashboards for insights into customer buying behaviors and store operations. Why This Matters: The shift toward digital commerce continues to grow, with Salesforce research indicating that over half of small business revenue is expected to come from digital channels by 2025, up from 42% today. By packaging ecommerce capabilities directly within its CRM suite, Salesforce aims to simplify digital transformation for businesses and eliminate the need for multiple fragmented solutions. Key Features of Salesforce Ecommerce Storefronts Kris Billmaier, EVP & GM of Self-Service & Growth at Salesforce, emphasized that the suite’s unified data approach will allow businesses to provide a connected experience from purchase to support, stating, “Whether customers buy online, engage with sales teams, or seek help, they will now enjoy a fully integrated journey.” Customer and Salesforce Perspectives Justin Fleming, owner of Clicks N Code, shared his success with the new commerce tools in Pro Suite: “Setting up ecommerce was simple, and my customers can now complete purchases in seconds. The invoicing time reduction from 50 minutes to five has been a game-changer.” According to Salesforce, the integration of ecommerce within the CRM suite will help businesses sell more efficiently and improve customer experiences by unifying data and simplifying operations. By Tectonic’s Marketing Ops Director, Shannan Hearne 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
A shorter shopping season, the rise of Chinese shopping apps, and value-conscious consumers are expected to result in modest growth this holiday season. According to Salesforce’s 2024 holiday shopping forecast, U.S. holiday sales (Nov. 1 – Dec. 31) are projected to grow 2% year-over-year, reaching $277 billion. Global sales are also predicted to increase by 2%, totaling $1.19 trillion. This reflects softer growth compared to 2023, when global holiday sales rose by 3%. Challenges Ahead Salesforce warns that the 2024 holiday season may be difficult for retailers, with consumers having less spending power, a shortened 26-day shopping window between Thanksgiving and Christmas, and 43% of shoppers carrying more debt than last year. Additionally, 47% of surveyed shoppers plan to spend the same as in 2023, while 40% intend to spend less. New data from Salesforce’s Shopping Index shows that two-thirds of global consumers say price will dictate their shopping choices, while less than a third will prioritize product quality. Impact of Chinese Shopping Apps Salesforce predicts that 21% of holiday purchases will come from Chinese apps like Temu, Shein, AliExpress, and TikTok, with 35% of consumers reporting increased use of these apps. TikTok, in particular, saw a 24% increase in purchases since April 2024, highlighting the growing influence of Chinese platforms on holiday shopping. Retail Strategies To navigate the competitive landscape, Salesforce recommends retailers use strategic discounts and AI-powered tools to improve efficiency, enhance customer relationships, and boost profit margins. “This season will be competitive and focused on pricing strategies,” said Caila Schwartz, Salesforce’s director of strategy and consumer insights. “Leveraging AI and customer data is essential to guide marketing campaigns and holiday promotions.” Key Findings Salesforce’s insights are based on data from 1.5 billion global shoppers across 64 countries, focusing on 12 key markets, including the U.S., Canada, and U.K. 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
Agentforce was the highlight of the week in San Francisco during Salesforce’s annual Dreamforce conference—and for good reason! Agentforce Advances Copilot and Prompt Builder and that is truly exciting. Agentforce represents a groundbreaking solution that promises to transform how individuals and organizations interact with their CRM. However, as with any major product announcement, it raises many questions. This was evident during Dreamforce, where admins and developers, eager to dive into Agentforce, had numerous queries. Here’s an in-depth look at what Agentforce is, how it operates, and how organizations can leverage it to automate processes and drive value today. Agentforce Advances Copilot and Prompt Builder Many Dreamforce attendees who anticipated hearing more about Einstein Copilot were surprised by the introduction of Agents just before the event. However, understanding the distinctions between the legacy Einstein Copilot and the new Agentforce is crucial. Agentforce Advances Copilot and Prompt Builder. Agentforce Agents are essentially a rebranding of Copilot Agents but with an essential enhancement: they expand the functionality of Copilot to create autonomous agents capable of tasks such as summarizing or generating content and taking specific actions. Here are some key changes in terminology: Just like Einstein Copilot, Agents use user input—an “utterance”—entered into the Agentforce chat interface. The agent translates this utterance into a series of actions based on configurable instructions, and then executes the plan, providing a response. Understanding Agents: Topics A key difference between Einstein Copilot and Agentforce is the addition of “Topics.” Topics allow for greater flexibility and support a broader range of actions. They organize tasks by business function, helping Agents first determine the appropriate topic and then identify the necessary actions. This topic layer reduces confusion and ensures the correct action is taken. With this structure, Agentforce can support many more custom actions compared to Copilot’s 15-20, significantly expanding capabilities. Understanding Agents: Actions Actions in Agentforce function similarly to those in Einstein Copilot. These are the tasks an agent executes once it has identified the right plan. Out-of-the-box actions are available right away, providing a quick win for organizations looking to implement standard actions like opportunity summarization or sales emails. For more customized use cases, organizations can create bespoke actions using Apex, Flows, Prompts, or Service Catalog items (currently in beta). Understanding Agents: Prompts Whenever an LLM is used, prompts are necessary to provide the right input. Thoughtfully engineered prompts are essential for getting accurate, useful responses from LLMs. This is a key part of leveraging Agent Actions effectively, ensuring better results, reducing errors, and driving productive agent behavior. Prompt Builder plays a crucial role, allowing users to build, test, and refine prompts for Agent Actions, creating a seamless experience between generative AI and Salesforce workflows. How Generative AI and Agentforce Enhance CRM GenAI tools like Agentforce offer exciting enhancements to Salesforce organizations in several ways: However, these benefits are realized only when CRM users adopt and adapt to AI-assisted workflows. Organizations must prioritize change management and training, as most users will need to adjust to this new AI-powered way of working. If your company has already embraced AI, then you are halfway there. If AI hasn’t been introduced to the workforce you need to get started yesterday. Getting Started with Agentforce With all the buzz around Dreamforce, it’s no surprise that many organizations are eager to start using Agentforce. Fortunately, there are immediate opportunities to leverage these tools. The recommended approach is to begin with standard Agent actions, testing out-of-the-box features like opportunity summarization or creating close plans. From there, organizations can make incremental tweaks to customize actions for their specific needs. We have all come to expect that just as quickly as we include agentic ai into our processes and flows, Salesforce will add additional features and capabilities. As teams become more familiar with developing and deploying Agent actions, more complex use cases will become manageable, transforming the traditional point-and-click Salesforce experience into a more intelligent, agent-driven platform. Already I find myself asking, “is this an agent person or an ai-agent”? The day is coming, no doubt, when the question will be reversed. Tectonic’s AI Experts Can Help Interested in learning more about Agentforce or need guidance on getting started? Tectonic specializes in AI and analytics solutions within CRM, helping organizations unlock significant productivity gains through AI-based tools that optimize business processes. We are excited to enable you to enable Agentforce to Advance Copilot and Prompt Builder By Tectonic’s Solutions Architect, 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
Ever had one of those unexpected moments when you reach out to customer service to resolve an issue, and by the end of the conversation, you’ve ended up purchasing something new—and actually feel good about it? Salesforce can help you Create Delightful Experiences. It’s those delightful experiences—when a company truly understands you—that make all the difference. Yet, far too often, these moments are the exception rather than the rule. Why is that? Despite having access to mountains of data from every click, call, and transaction, many companies still fail to create the seamless, personalized experiences that customers expect. In fact, 80% of customers believe their experiences should be better, given the wealth of data available. However, many organizations remain trapped in silos, with marketing, sales, and service teams working in isolation. The data exists, but it’s not being utilized effectively. Siloed data, un-unified data, and restricted access data make your agents seem less emphathetic. Customers expect them to know everything about them there is to know. For CMOs, this presents both a challenge and an opportunity. Positioned at the intersection of every customer touchpoint, many find themselves navigating disjointed strategies from different departments. But what if we could turn the tide? What if every interaction across any channel—whether in marketing, sales, or service—felt like one continuous conversation? From Silos to Synergy: Maximizing Every Customer Interaction The reality is that customers don’t recognize the internal barriers we’ve erected. They don’t care about the silos of marketing, sales, and service; to them, it’s one relationship. What matters most to them is being understood and treated consistently, regardless of whom they are engaging with. Create Delightful Experiences This is where a more unified approach comes into play. It’s not about collecting more data—we already have plenty of that. Instead, it’s about piecing together a puzzle where each interaction reveals a bigger picture. By doing so, we can anticipate customer needs and respond in ways that feel personal and relevant. Consider Fisher & Paykel. By integrating data from their online stores and marketing efforts, they gain a clearer understanding of their customers’ buying habits. Whether someone is a one-time buyer or a frequent shopper, they can tailor the experience accordingly. For instance, if a customer purchases a new fridge, rather than suggesting another fridge during their next visit—as if they were unaware of the previous purchase—the system might recommend relevant accessories like water filters. Plus, with connected device data, they can send timely reminders when it’s time for a replacement part. Now, picture a customer calling in with a service issue. Instead of merely resolving the problem, the representative is empowered by AI to suggest the next best action—perhaps offering a discount on a recently viewed product or an option for self-service. By leveraging AI insights from browsing behavior and purchase history, service teams can present timely offers that build trust and drive future purchases. This transformation turns service interactions into opportunities for building loyalty and generating revenue while ensuring customers feel valued and understood. With customer acquisition costs rising by 60% over the last five years, strategies like upselling, cross-selling, and referral marketing can yield new revenue at a fraction of the cost of traditional channels. The Technology That Ties It All Together None of this is feasible without the right technology. To craft these interconnected experiences, we need systems that consolidate data from every corner of the business. Salesforce’s Data Cloud accomplishes this by centralizing customer data and layering Einstein AI on top to generate meaningful, actionable insights. If your marketing chops are your muscles, your Salesforce org is your tool box. Gone are the days of guessing what customers need—you’ll know exactly when and how to engage them, transforming transactional interactions into those delightful moments that keep customers coming back. Take Air India as an example. Faced with managing over 550,000 monthly service cases within a decentralized system, they utilized Salesforce’s Data Cloud to unify customer data from various sources, providing service teams with a 360-degree view of every passenger. With AI-driven recommendations from Einstein AI, Air India’s teams can offer personalized services, such as seat upgrades during delays or tailored travel deals based on past trips. This approach not only enhances customer satisfaction but also streamlines operations and fosters business growth. The Strategic Imperative for CMOs So, what’s the key takeaway for marketers? We must think beyond our traditional roles and collaborate across the entire customer journey. It’s crucial to advocate for breaking down silos, aligning teams, and integrating data throughout our organizations. However, let’s be realistic: this is easier said than done. Internal politics can complicate efforts to unify departments, with leaders often fixated on their own priorities. The key lies in fostering a spirit of collaboration, not competition—demonstrating to other leaders how a unified approach benefits everyone. By working closely with other departments, marketing can evolve from merely a function into a pivotal part of the broader business strategy, helping to drive consistent customer experiences, increased revenue, and long-term loyalty. The future of marketing isn’t about doing more; it’s about being smarter. It’s about crafting personalized, meaningful experiences that reach the right customers at precisely the right moment, transforming every touchpoint into an opportunity to build lasting relationships. Unified data is the cornerstone of achieving this goal. Ultimately, the companies that understand their customers best will thrive—and that journey begins with us. Create Delightful Experiences with technology and AI for your customers. 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
MCAE User Question: “Hello, is there a way to mass transfer a group of contacts or leads to Pardot?” Response: You can’t directly use the “Send to Account Engagement” button from the lead or contact list views, as this option is only available on individual records. Although the list view includes a “Send to Account Engagement Prospect List” option, it doesn’t actually create prospects in Pardot. To mass transfer leads or contacts to Pardot, follow these steps: This process will create new prospects in Pardot and sync all mapped field data from Salesforce, using only the ID and email address. 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
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 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
Businesses have increasingly adopted “chatbots” to provide quick answers to customer queries outside regular business hours or to route customers to the appropriate department after answering preliminary questions. While these chatbots can be useful, they often fall short in delivering the same level of value as human interaction, sometimes leading to frustration. Today, chatbots are advancing significantly, with Salesforce’s Einstein Service Agent leading this evolution. This technology offers notable benefits but also presents challenges that businesses must address for effective implementation. Advantages of Einstein Service Agent Seamless Integration with Salesforce: Unlike standalone AI tools, Einstein Service Agent leverages comprehensive customer profiles, purchase histories, and previous interactions to offer personalized responses. Its integration within established Salesforce workflows allows for rapid deployment, reducing both time and cost associated with implementation. Experience has shown that selecting technologies with built-in CRM or ERP integration is a significant advantage over those requiring separate integration efforts. Built on Salesforce’s Trust Layer: Einstein Service Agent ensures secure handling of customer data, adhering to relevant regulations. This enhances trust among businesses and their customers, facilitating smoother adoption. GenAI Capabilities: The AI can manage complex, multi-step tasks like processing returns or refunds, and deliver tailored responses based on specific customer needs, enhancing the overall customer experience. Scalability Across Salesforce Clouds: Einstein Service Agent is adaptable to various business needs and can evolve as those needs change. Whether a company expands, introduces new services, or shifts its customer service strategy, the agent can be scaled and customized to maintain long-term value and utility. Challenges in Implementing AI Agents Data Quality and Integration: The effectiveness of AI tools relies heavily on the quality of the data they access. Incomplete, outdated, or poorly maintained data can lead to inaccurate or ineffective responses. To address this, businesses should prioritize data quality through regular audits and ensure comprehensive and up-to-date customer information. Change Management and Employee Training: The introduction of AI can lead to resistance from employees concerned about job displacement or unfamiliarity with new technology. Businesses should invest in change management strategies, including clear communication about AI as a complement to, not a replacement for, human agents. Training programs should focus on helping employees work alongside AI tools, enhancing skills where human judgment and empathy are crucial. Balancing Customer Service: Over-reliance on AI may diminish the personal touch essential in customer service. AI should handle straightforward and repetitive inquiries, while more complex or sensitive issues should be escalated to human agents who can provide personalized responses. Considerations for a Successful Deployment Customization and Flexibility: Tailoring the AI to fit unique processes and customer service requirements may require additional configuration or custom development to align with the company’s goals and service expectations. Ethical and Bias Concerns: AI systems can unintentionally perpetuate biases present in their training data, leading to unfair interactions. Businesses must actively identify and mitigate biases, ensuring that their AI operates fairly and equitably. This includes regularly reviewing training data for biases, implementing safeguards, and maintaining a commitment to ethical AI practices. Customer Acceptance and User Experience: Some customers may be hesitant to interact with AI or have negative perceptions of automated service. To improve acceptance, businesses should design user-friendly AI interactions, ensure transparency, and provide clear options for escalating issues to human agents. Einstein Chatbot Implementing AI agents like Salesforce’s Einstein Service Agent can significantly enhance customer service efficiency, personalization, and scalability. However, businesses must carefully navigate challenges related to data quality, change management, and maintaining trust. A thoughtful approach to AI deployment can transform customer service operations and drive business growth. 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
Elevate Customer Experiences in Travel, Tourism & Hospitality Outstanding customer service is crucial for a positive travel experience. Customers expect personalized recognition and VIP treatment, necessitating enhanced personalization in communications and experiences across marketing, sales, and customer service. Salesforce Hotel Sales Enablement Salesforce provides a dynamic CRM platform tailored to the travel industry, featuring sales and marketing automation, data-driven analytics, and extensive customization options. It improves operational efficiency, customer engagement, and fosters innovation, offering travel agencies a competitive edge. Destination Success: Salesforce Hotel Sales Enablement for Travel Agents Travel agents often face challenges like dispersed customer data, real-time information gaps, and fragmented communication channels. Salesforce CRM offers a solution with an all-in-one platform for customer management, marketing automation, and data analysis. Leading travel companies like Hotel Tonight, Cleartrip, Caesars Entertainment, Anantara Vacation Club, and Intrepid Group use Salesforce products to enhance various aspects of their business. Why Travel & Hospitality Professionals Need Salesforce CRM Sales Cloud centralizes data storage, tracks customer requirements and preferences, manages bookings, provides real-time client information, enables personalized marketing, and facilitates data analysis for business performance. It also ensures secure collaboration and information access, boosting productivity. Explore key challenges below and how Salesforce Sales Cloud helps travel and hospitality agents overcome them: Key Challenges Salesforce Solutions Guest Experience Personalization Stores detailed customer profiles for tailored services and communication. Customer Data Management Consolidates customer information into a centralized database. Operational Automation Streamlines booking processes, guest communications, and other tasks. Enhanced Guest Communication Provides integrated communication tools for timely, personalized interactions. Revenue Optimization Offers insights into booking trends, guest spending habits, and market dynamics for dynamic pricing. Multiple Systems Integration Synchronizes data across various booking channels and integrates with financial, accounting, and other software. Adapting to Market Changes Provides flexible, scalable solutions for quick adaptation to market conditions and technological advancements. How Service Cloud Can Streamline Customer Support Salesforce Service Cloud enhances customer support by providing automated request management and deeper understanding of customer interactions. For instance, Anantara Vacation Club improved response times and customer satisfaction by transitioning to Service Cloud, achieving significant growth and high satisfaction scores. How Salesforce Can Facilitate Partnership Management Salesforce’s Partner Relationship Management (PRM) system and partner portals powered by Experience Cloud enhance collaboration with partners and affiliates. For example, Pernod Ricard used Experience Cloud to improve interactions with distributors and create customer communities. How Experience Cloud Helps Create Smooth Booking Management Salesforce Experience Cloud allows travel and hospitality businesses to create custom web portals for managing reservations, checking real-time availability, and processing booking modifications. How Marketing Cloud Helps Deliver Marketing Excellence Salesforce Marketing Cloud and Marketing Cloud Account Engagement provide sophisticated marketing automation tools for executing targeted campaigns and personalized guest engagement, as demonstrated by Intrepid Travel’s improved customer engagement and personalized journeys. How CRM Analytics Provides Strategic Insights CRM Analytics offers advanced analytics capabilities for data-driven decision-making, identifying trends, forecasting demand, and optimizing pricing strategies. This helps improve investment returns and predict future trends. How Salesforce-Powered Web Portals Can Enhance Travel & Hospitality Operations Salesforce Experience Cloud enables the creation of connected digital experiences for travel and hospitality businesses. Custom web portals built on Salesforce provide personalized digital experiences for customers, streamline booking processes for travel agents and partners, and improve internal collaboration for hospitality staff. Solutions Built on Salesforce Experience Cloud For Whom What Can Be Built Solution Benefits Customers Personalized Travel Portals, Self-Service Support Centers Easier travel planning, management, and access to support and travel advisories. Travel Agents and Partners Agent and Partner Portals Streamlined booking processes and better visibility into revenue and reservations. Employees Internal Collaboration Platforms, Training Platform Improved task management and access to real-time business insights. Examples of Custom Solutions Expert Salesforce Consulting with Tectonic Tectonic helps travel and hospitality businesses maximize Salesforce’s potential by creating customized self-service portals, booking portals, and integrated web platforms. With over 650 successful projects, Tectonic ensures proper configuration, data migration, ongoing support, and training for Salesforce products. Sales Enablement Strategy Sales enablement is crucial for evolving sales teams to sell with the latest technologies. Equip your sales teams with the right blend of assets and information using an elegant platform to help them increase sales and convert leads faster. Sell Faster with Sales Programs Sales Programs built into CRM guide sellers to success with AI-powered coaching and relevant resources, improving productivity and connecting programs to sales results. Best practice templates and intelligent, automated program delivery make it easy. Challenges Reps Face Reps often struggle with identifying stakeholders, strategy, and deal details. Sales enablement provides the necessary education and guidance to advance prospects through the sales pipeline effectively. Benefits of Sales Enablement Investing in a strong sales enablement process lifts the entire sales team and the company, connecting sellers to key players, ensuring consistent messaging, and increasing productivity. Content updated August 2023. 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
Effective Use Cases for Tags in Account Engagement Tags in Account Engagement are a powerful tool similar to folders. They help you sort, organize, report, and search your data more efficiently. Here’s how you can leverage tags to streamline your marketing efforts: Organize Your Content By Campaign If you recently launched a webinar campaign and want to track all associated forms, landing pages, email templates, lists, and segmentation or automation rules, tags can help. Tagging all items related to a campaign allows you to easily find, copy, and manage them later. Organize Your Content By Type Account EngagementTags can categorize various files uploaded into Account Engagement, making it easier to create new marketing materials and track prospects. Apply tags like “image,” “logo,” “white paper,” and “data sheet” to different file types. Similarly, you can tag emails (newsletter, autoresponder, nurturing) and forms (kiosk-mode/tradeshow, website, paid search conversion) to streamline finding and reporting on specific items. Sort Your Prospects Create custom criteria for tagging prospects, making it easy to review or report on specific groups. For example, tag prospects as “Sales Ready” when their score exceeds 100 and they have attended at least one webinar. Tags can be applied through completion actions, segmentation rules, or automation rules, allowing for both automated and manual tagging based on your needs. Omit Clients, Partners, or Unqualified Prospects From Daily Prospect Emails Exclude prospects with specific tags from Daily Email Alerts to reduce noise and help your sales team focus on the best leads. To tag prospects: Tag clients, partners, unqualified prospects, or other less relevant leads and omit them from daily reports. For example, set up an automation rule to tag clients: Track Campaign Touch Points Tags can highlight key campaigns that engage your prospects the most. Apply a tag when a prospect participates in significant campaigns, such as registering via a kiosk-mode form at a trade show booth or downloading a Buyer’s Guide. This tagging allows you to quickly see important engagements, track prospects’ journeys towards becoming sales-ready, and identify those with notable actions. By strategically using tags in Account Engagement, you can enhance your marketing organization, improve reporting, and better manage your prospect interactions. 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
As technology evolves, cross-channel marketing will become even more sophisticated, leveraging artificial intelligence, machine learning, and predictive analytics to deliver hyper-personalized and proactive customer experiences. Businesses that adopt this approach will stay ahead of the curve, fostering stronger customer relationships and achieving long-term success.
Salesforce offers three marketing products: Account Engagement (formerly known as Pardot), Engagement (formerly known as Marketing Cloud), and Marketing Cloud Growth edition. Unified Messaging tools support Marketing Cloud Growth and other Salesforce apps. Salesforce Marketing Summer 24 Release Notes. 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
Account Engagement Email Compliance FAQs Sometimes it is difficult to get a straight answer as to Account Engagement Email Compliance requirements. Tectonic has you covered. Using Purchased and Third-Party Lists in Account Engagement I purchased a list from a third party who assures me it’s an opted-in list. Can I email this list with Account Engagement? NO. Using a purchased list directly violates our permission-based marketing policy. Emails sent to such lists are unsolicited bulk emails, defined as spam. Using a purchased list can damage your company’s reputation and make you a spammer. I’m a member of X industry and I got this list from the membership directory of a group I’m in. Can I email this list with Account Engagement? NO. Third-party lists, regardless of origin, are not allowed. Before using this list in Account Engagement, you must solicit permission from each prospect through 1:1 emails (outside of Account Engagement) or a phone campaign. Someone followed us on LinkedIn or other social media. Does that mean they opted in? NO. Following your business on social media does not equate to consent for receiving emails. Prospects must explicitly provide their email address and permission to receive marketing emails. CAN-SPAM only requires an unsubscribe link, so can I send email to any list through Account Engagement? NO. Our Permission-Based Marketing Policy requires explicit permission before sending marketing emails to prospects. This policy, part of our service agreement, mandates obtaining permission before using Account Engagement to send emails. Simply including an unsubscribe link does not comply with our policy. I had a booth at a tradeshow, and the organizers gave me a list of attendees. Can I email them with Account Engagement? MAYBE. Tradeshow lists are complex regarding permission-based marketing. While attendees might be aware of opting into communications, explicit permission is still necessary. You can send one initial email indicating where you obtained their information and requesting opt-in for future communications. Prospects who don’t opt-in cannot be emailed again through Account Engagement. I collected these prospects over a year ago, and I’m ready to start emailing them. Can I use Account Engagement? MAYBE. For stale lists (especially over a year old), run a Permission Pass to clean up your list and confirm that prospects still wish to receive your emails. This helps maintain low spam complaints by re-soliciting permission from the prospects. When prospects buy my product, I ask them if they’d like to subscribe to marketing emails. Is it okay to email them with Account Engagement? YES. Emailing customers who have opted in is acceptable. As long as you have explicit permission from the prospect, you can use Account Engagement to email them. I had a booth at a tradeshow and prospects filled out an email opt-in form at my booth. Can I use this list with Account Engagement? YES. Emailing prospects who have opted in through an email opt-in form at your booth is fine. Ensure you have explicit permission from the prospect. To be safe, set up a Confirmed Opt-In Process to verify the opt-in request and validate the email address. I had prospects verbally opt in. Can I use this list with Account Engagement? Yes, but… After receiving a verbal opt-in, follow up with an email thanking the prospect for opting in. This confirms their consent and reduces the likelihood of your emails being reported as spam. I was searching Hoovers and spotted some employees who would be interested in my content but don’t know their email address. Can I guess their email address and send to them? NO! This practice, known as appending, violates our Permission-Based Marketing Policy. Guessing email addresses risks damaging your email reputation due to hard bounces or spam complaints. Explicit permission from prospects eliminates the need to guess email addresses. 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 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 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
The key components of Salesforce Marketing Cloud Engagement are powerful marketing and personalization tools continually improving. The tools in Salesforce Marketing Cloud Engagement enable you to engage your customers with meaningful content. Key Components of Salesforce Marketing Cloud Engagement Journey Builder The Journey Builder empowers businesses to craft a seamless customer experience across various channels, encompassing mail, ads, web, and mobile platforms. This tool enables businesses to deliver a personalized experience at every stage of the customer lifecycle. Additionally, the Journey Builder ensures the synchronization of messages across all marketing channels, guaranteeing that customers receive relevant information at the right time, regardless of their location. Key functions of the Journey Builder include: Email Studio Email Studio, a user-friendly drag-and-drop tool, facilitates the creation of innovative and relevant emails. By categorizing profiles based on data, businesses can efficiently reach out to clients with customized emails, resulting in successful and profitable email campaigns. Mobile Studio Mobile Studio enables businesses to establish an omnichannel marketing strategy by seamlessly integrating mobile with other marketing channels. Marketers can reach customers through personalized messaging, SMS, push notifications, and group messages at any time and from any location. Advertising Studio Advertising Studio leverages customer data across marketing channels to build personalized customer experiences. It aids in managing retargeting, acquisition, and aligning marketing campaigns, connecting channels, harnessing customer data, and generating more leads. Marketing Cloud Intelligence Salesforce Marketing Cloud Intelligence connects and unifies all marketing data and analytics, providing a comprehensive view for marketers to optimize leads, increase pipeline growth, and ensure better conversions. This tool offers detailed analytics and insights into social media, email, sales platforms, and landing pages, facilitating data-driven decision-making. Cross-Channel Salesforce Marketing Solution Intelligence This solution enhances efficiency and reduces costs by offering a unified view of overall performance. Real-time analytics, dashboards, and insights are displayed across regions, teams, and business units. Marketing Cloud Personalization Personalization is a real-time engagement solution that helps organizations understand customer affinities, reduce acquisition costs, and increase conversion rates. AI-driven content, offers, and recommendations save time and optimize spend through automated A/B testing. Marketing Cloud Personalization is a real-time engagement solution for visualizing, tracking, and managing customer experiences. Additional Products: Salesforce Marketing Cloud Engagement Are you ready to get your prospects and customers more engaged? Employing the key components of Salesforce Marketing Cloud Engagement helps. Contact Tectonic today to explore a Salesforce Engagement solution. Like2 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more 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
Discover the Spring ’24 Enhancements to Analytics Data Cloud Einstein and Net Zero Cloud Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero Cloud in Spring’24. Reports and Dashboards for Data Cloud Enhancements Analytics Create custom report types, more core semantics, calculated insights, and date and time formulas. Analytics Collection Components Analytics Curate related analytics assets for better organization and easier consumption. Embed a specific collection directly into Lightning pages to easily access the insights you need right in your workflow. Enhanced Dashboard Customization Analytics Easily create and remember custom colors for widgets. Save hours in development time by applying layouts and colors to all widgets in a dashboard with just a few clicks. Revenue Intelligence Enhancements Analytics A new streamlined setup helps you get started even faster, and a library of KPI components lets you further customize Forecast Insights. To better understand conversation rates, use the new Win Rate Funnel view. Data Graphs Data Cloud Combine multiple data model objects and calculated insights into a unified view. New Profile API improves query performance to power near real-time use cases across Customer 360. Bring Your Own Lake with Snowflake Data Cloud Share data between Data Cloud and Snowflake with zero-ETL. With Data Federation, you can now share your data bidirectionally and access Snowflake datasets in Salesforce to enrich your unified customer profiles and unlock new insights. Bring Your Own Lake with Google BigQuery Data Cloud Share data between Data Cloud and Google BigQuery with zero-ETL. With seamless data access, you can enrich your unified customer profiles with BigQuery datasets, helping you unlock new insights and better power your Google Analytics and AI models. Streaming Data Ingest for Salesforce CRM Connector Data Cloud Ingest changes to Salesforce standard and custom objects in near real-time with streaming data ingest for the Salesforce CRM Connector. Now, existing batch ingestion checks for more frequent updates to your Salesforce objects. Einstein Copilot Einstein Embed Einstein Copilot—a conversational AI assistant—across all Salesforce applications to help teams be more productive. Automate steps or tasks with out-of-the-box actions, or create custom actions that call flows, Apex, or MuleSoft APIs. Prompt Builder Einstein Create, test, and refine prompt templates easily without code. Ground prompts with dynamic CRM data, including merge fields and flows. Invoke prompted workflows across the Einstein 1 Platform through Flow, Lightning Web Components, and Apex. ESG (Environmental, Social, and Governance) Disclosure Authoring with Generative AI Net Zero Cloud Use Einstein to generate more efficient Corporate Sustainability Reporting Directive (CSRD), Global Reporting Initiative (GRI), and Carbon Disclosure Project (CDP) reports. Einstein can access and use the internal information you’ve uploaded to Net Zero Cloud to write and answer specific questions required for these reporting standards. Disclosure and Compliance Hub Plugin for Microsoft Word Net Zero Cloud Net Zero Cloud now provides sustainability managers more flexibility to support multiple authoring formats using Microsoft Word Office 365. Multiuser collaboration, easy navigation, and rich text support create a cleaner and easier experience. Marginal Abatement Cost Visualizations Net Zero Cloud With marginal abatement cost visualizations, customers can gain insights into required investments for various programs and forecast future emissions based on the cost to offset carbon. Sustainability Program Visualizations Net Zero Cloud Visualize the combined effects of multiple environmental, social, and corporate governance (ESG) initiatives and gain a deeper understanding into different ESG projects and specific metrics within these projects. Improved Emissions Factors Management Net Zero Cloud Automatically integrate emissions factors from Net Zero Marketplace into Net Zero Cloud to easily manage and apply the data, for improved transparency and visibility in one location. Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero 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
