Salesforce Marketing Cloud

21Mar

Case Study: Healthcare Health Cloud Marketing Cloud Large Childrens Hospital

Large children’s hospital needs a usable data model and enhanced security to deliver excellent patient outcomes. Healthcare Health Cloud Marketing Cloud Large Childrens Hospital. Industry: Healthcare Client is a large children’s hospital with pediatric healthcare offering acute care. Problem: Implemented : Our solution? Results: In order to improve operations, provide physician-facing services, and move data—including PHI and PII—to the cloud, we have assisted healthcare providers in overcoming these obstacles. Salesforce offers all-inclusive solutions specifically designed to meet the demands of payers (insurance companies) and providers (healthcare organizations). Better health outcomes, more operational effectiveness, and increased patient engagement are the goals of these solutions. Salesforce solutions for the health and life sciences are tailored to the particular requirements of the medical industry. Salesforce offers digital transformation technology for health and life sciences industries. If you are considering a Salesforce healthcare implementation, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

March 21, 2024in Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Shield, Salesforce Success Stories

Improving customer experiences with Marketing Cloud Personalization

19Mar

Salesforce Personalization and Hyper-Personalization

Revitalize your marketing strategy by personalizing each customer’s experience and maximizing ROI through our cutting-edge personalization engine. Marketing Cloud Interaction Studio: Visualize, track, and manage customer experiences with real-time interaction management. Drive valuable engagement at the right moment, tailored to your audience’s preferences. Interaction Studio amplifies Marketing Cloud with expanded real-time personalization. Two Products to Note: Marketing Cloud Personalization (formerly Interaction Studio): Interaction Studio (Legacy): Tailoring Website and App Experiences: Utilize machine learning and AI for personalized web and app interactions. Customize webpage content, in-app experiences, product suggestions, and more. Craft individualized customer journeys targeting specific KPIs from acquisition to retention. Employ real-time user behavior and historical customer data for dynamic calls to action (CTAs), ensuring swift decisions aligned with your customers’ browsing pace. AI-Enhanced Journey Triggers: Initiate relevant and real-time experiences guiding customers through their purchasing journey. Leverage AI-driven decisions based on real-time behavior, historical data, and business-specific datasets. Deliver predefined experiences, dynamically adjusting content, channels, or offers based on ongoing customer interactions like browsing or cart abandonment journeys. Personalization in Sales and Service: Integrate real-time engagement data into your sales and service platforms to enhance customer and prospect interactions. Empower service teams to proactively address queries and streamline case resolutions. Provide sales teams with valuable insights into an account or prospect’s purchase journey for more relevant conversations and offers. Unlock the Full Potential with Marketing Cloud Personalization: Formerly Interaction Studio, Marketing Cloud Personalization allows you to visualize, track, and manage customer experiences in real-time. Drive meaningful engagement precisely when needed and in the preferred manner of your audience. Real-time personalization enhances Marketing Cloud Engagement, offering expanded capabilities for crafting personalized customer journeys. Hyper-Personalization: Explore a customer-centric approach that treats each customer as a distinct individual, offering highly relevant and tailored experiences. Hyper-personalization goes beyond traditional personalization with advanced techniques: Artificial Intelligence (AI): Machine Learning (ML): Customer Relationship Management (CRM) Software: Big Data Analytics: Content Management System (CMS): Internet of Things (IoT): Hyper-personalization is the future of customer engagement, going beyond traditional segmentation to provide unique and tailored experiences for each individual customer. FEATURE GROWTH PREMIUM A/B/N testing with campaign attribution and analytics AI-driven next best action, promotions, offers, decisions Batch ETL of Data In:Sync customer information, collected and stored in other systems or solutions, with Marketing Cloud Personalization.Sync product data, catalog data, and business information. Limited Batch ETL of Data Out:Batch export Marketing Cloud Personalization segment membership to an SFTP site. Campaign management system Goal tracking Identity management In-depth behavioral tracking and affinity for an understanding of true engagement and intent Marketing Cloud Personalization Data Warehouse: Marketing Cloud Personalization data streamed to a data warehouse and formatted for use by business intelligence (BI) tools. Salesforce maintains the data warehouse for you. Also, the Marketing Cloud Personalization Data Warehouse can send data to S3 buckets for you to load into your own data warehouse. Premium Add-on Mobile SDK: Use the Mobile SDK to track behaviors and actions of iOS and Android mobile app users. Also, you can use the SDK to deliver personalized experiences inside the app or on another channel in real time. Create and deploy one-off push notifications triggered by a visitor’s actions or behavior. Outbound orchestration triggers for other channels. Marketing Cloud Personalization triggers another system or channel in real time or on a delay. Outbound orchestration triggers to Marketing Cloud, which isn’t supported for other email service providers (ESPs). Product and content recommendations Product catalog feed Real-time response in the same channel for licensed channels Real-time segmentation Rule-based and dynamic targeting Salesforce Customer Data Platform Server-side Campaign API Call in Marketing Cloud Personalization for a real-time response about a named profile. The API call can include attributes on that profile, segment membership, recommendations, promotions, or other decisions. Surveys Unified customer profiles for anonymous and named profiles Unlimited web behavioral data collection Visual editor Website campaign behavioral data Website personalization Compare Personalization Learn about Personalization Salesforce Implementation Solutions. Like1 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 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 Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term 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

March 19, 2024in Salesforce Personalization

14Mar

Marketing Cloud Growth Edition

Salesforce has unveiled the Marketing Cloud Growth Edition, (Marketing Cloud Engagement) offering a glimpse into the future of marketing applications aligned with the core Salesforce platform. This edition marks the first iteration of Marketing Cloud on the ‘core’ Salesforce platform, known as Einstein 1 Platform. Built on Data Cloud, it introduces new builders powered by Salesforce CMS, a data model tapping into Salesforce objects, and a suite of data management capabilities through Data Cloud and Einstein’s generative AI tools. It’s crucial to understand that while this edition brings new functionality, Salesforce remains committed to innovating existing Marketing Cloud products as well. Marketing Cloud Growth Edition targets B2B SMB organizations, offering lead capture, cross-channel journeys, engagement scoring, and reporting capabilities. Built on Einstein 1 Built on Einstein 1, Marketing Cloud Growth Edition leverages Data Cloud’s technology to enhance marketing products with AI-powered features. This move signifies Salesforce’s focus on integrating powerful new technologies into the Marketing Cloud tech stack. Two years ago, Salesforce made the decision to rename a number of their Marketing Cloud offerings. Marketing Cloud’s most popular modules for messaging and journeys go by Marketing Cloud Engagement. Has it really been two years? The architecture of Marketing Cloud Growth Edition represents a significant shift, with key components like the email and form builders built on Salesforce CMS. These builders offer guided setup processes and seamless integration with Flow, Salesforce’s automation engine. Marketers will benefit from simplified workflows and advanced personalization options. Marketing Cloud Account Engagement (formerly Pardot), caters to more B2B use cases. So which product is Marketing Cloud Growth Edition really: Marketing Cloud Engagement or Marketing Cloud Account Engagement? Being targeted at B2B, SMB (small-medium) organizations, you may be asking if this is the beginning of the end for Account Engagement. In short, this is not only a new edition, it’s a whole new world…Marketing Cloud ‘On Core’ (Einstein 1). Marketing Cloud Growth Edition and Einstein AI Einstein AI plays a pivotal role in Marketing Cloud Growth Edition, providing features like Send Time Optimization and Co-Create for campaign brief and message generation. Additionally, robust analytics capabilities built on Data Cloud offer insights into marketing performance. Announced at Dreamforce ‘23 as a better re-engineered core platform with the inherent ability to handle generative AI with speed and agility. Support of Salesforce Data Cloud for their marketing platforms has been a focus and now it is a reality. Pricing for Marketing Cloud Growth Edition starts at $18,000 per org per year, with additional options for email sends, unified profiles, segmentation credits, and SMS sends. With Marketing Cloud Growth Edition, you will gain the following: 180k email sends /org/year (add on email sends at an additional cost). 10k unified profiles, unified via Data Cloud. 10k activation and segmentation credits, to use with Data Cloud. The rollout of Marketing Cloud Growth Edition begins in North America, with plans for availability in Europe/Middle East (EMEA) in the second half of 2024. Learning resources and guided setup will be available to help customers get started with the new edition. While Marketing Cloud Growth Edition represents a significant step forward, it’s important to note that it’s not the end of Marketing Cloud or Account Engagement products. Salesforce continues to invest in innovation and development, with future plans to migrate more Marketing Cloud functionality onto the core platform. Great Changes with Marketing Cloud Growth Edition This includes lead capture, sending leads on journeys with email and SMS, automating notifications to sales and service teams, engagement scoring, and reporting for engagement on assets (such as emails, SMS, landing pages and forms). A new type of scoring that combines what we have known as scoring (behavioral) and grading (demographic). With the advent of advanced personalization, sending a large volume of customers through personalized cross-channel journeys, and reporting on these results. The email builder is built on top of Salesforce CMS, a shared service across other parts of the platform, so you have a single repository for assets. Let the tools do what they each excel at. CMS do what it does best, and allow Flow to do what it does best. Tectonic suspects Account Engagement (formerly Pardot) customers will start to see some of this reimagined building experience in the first half of 2024. Salesforce platform users have long known Flow to be Salesforce’s automation engine, bringing incredible power to non-coder that they historically didn’t have. Flow will power the automation behind Marketing Cloud Growth Edition too – including email sending. On The Core Platform As a result of being on the Einstein 1 (‘core’) platform, any AI-powered features marketers choose to use will be accessible and more powerful. Einstein Send Time Optimization is included, which will advise the most optimal time to send an email, based on the best performing emails for that audience in the past. Also, you’ll find Einstein Co-Create for campaign brief and message generation, and likely more that we’ve yet to encounter. When it comes to reporting on marketing on the Salesforce platform, you have many options. B2B Marketing Analytics (B2BMA) is an add-on to Account Engagement, where customers gain access to a pre-built CRM Analytics app that contains dashboards for use cases such as pipeline, engagement, account-based marketing, and other. Will there be access to something similar? For Marketing Cloud Growth Edition, at the time of launch there will instead be a set of reports and dashboards, built on Data Cloud. Details are currently yet to be released by Salesforce. Tectonic will alert you as soon as we hear. Easy Guided Set-ups You may have already gone through the new-style guided setup with other Salesforce modules. You will know that Salesforce has cut down the number of clicks required. Everyone on the Salesforce side involved with the project has been through the setup multiple times, which can be launched in minutes. Overall, Marketing Cloud Growth Edition promises to empower marketers with advanced capabilities and insights, setting the stage for continued evolution and growth in the marketing automation landscape. Marketers like us

March 14, 2024in Salesforce Marketing Cloud

12Mar

Announcing Marketing Cloud Engagement

Rebranding initiatives are a powerful tool for companies to continuously enhance their products, showcasing a commitment to ongoing innovation and improvement. Salesforce, a leader in this arena, has recently undergone a significant transformation, particularly with the rebranding of its Marketing Cloud to Marketing Cloud Engagement. Understanding these changes is crucial for businesses, and Tectonic, as a trusted expert, is here to provide insights. With many of their products being like ‘the artist formerly known as’ it can be hard to keep them all straight. These transformations can be abrupt for users who have deeply integrated entire platforms into their mission-critical operations. Announcing Marketing Cloud Engagement. Formerly Salesforce Marketing Cloud. Most of us are still trying to quit calling Marketing Cloud Account Engagement Pardot. Pardot and Marketing Cloud have been two leading Salesforce marketing automation tools since 2013. By 2022, more than 37,000 companies had integrated Pardot with Salesforce, and over 22,000 businesses had used or were using Marketing Cloud, according to statistics from Infoclutch.com and Enlyft.com. With the recent rebranding of Salesforce Marketing Cloud, Salesforce aims to support organizations utilizing Salesforce by offering insights. Our experts at Tectonic are here to help. Tectonic’s goal is to help you comprehend the implications of these changes for your company. Whether your organization operates in the public sector, hospitality, transportation, health, life sciences, financial services, or the nonprofit sector, comprehending the distinctions between Marketing Cloud and Marketing Cloud Account Engagement (formerly Pardot) is essential for making informed decisions that align with your goals. Marketing Cloud Engagement Build relationships with engagement marketing tools, powered by AI. Einstein AI partnered with Marketing Cloud Engagement enable you to do more, smarter, and faster. Activate your data in real-time to deliver personalized campaigns and engagement at scale and increase your customer lifetime value. Let’s address key questions about the Salesforce Marketing Cloud name change: For organizations aiming to optimize engagement efforts, a thorough understanding of these products is necessary to maximize investments and enhance customer and constituent impact. Whether your company has a long history with Salesforce or recently adopted it, the answers to these questions will aid your organization in maximizing the potential of your CRM. Announcing Marketing Cloud Engagement Marketing Cloud Engagement (formerly known as Marketing Cloud) is a business-to-consumer (B2C) marketing automation platform with multiple modules, providing a unified interface. This enables organizations to streamline, target, and personalize messages to stakeholders, members, and other audiences, ensuring maximum return on investment. Companies seeking personalized communication and community experiences should consider Marketing Cloud Engagement. It provides built-in tools like email templates, driven by AI-powered Einstein, to deliver personalized campaigns at scale. Real-time data activation enhances engagement, and its modular structure allows for tailored solutions. Tailored for marketing campaigns dealing with large data volumes, Marketing Cloud has a robust product architecture situated on its own platform, distinct from the core Salesforce infrastructure. It employs connectors like Marketing Cloud Connect for integration. The module structure sets Marketing Cloud apart, with Studios managing content and marketing channels (e.g., Web Studio, Mobile Studio) and Builders overseeing data and campaign automation (Content Builder, Audience Builder, Contact Builder). These modules collaborate across marketing channels for various applications such as email marketing, SMS, push notifications, targeted online advertising, data management, customer journeys, and more. How can you use Marketing Cloud? Companies looking to personalize campaign communication and community experiences should consider Marketing Cloud Engagement, possibly with Salesforce Experience Cloud. Reporting functionalities offer visualizations consolidating performance data from various marketing channels, allowing teams to assess campaign success and adjust strategies based on results. Quick ways to determine if Marketing Cloud Engagement is suitable for your team include valuing personalization, having shorter decision-making cycles, dealing with large amounts of data from multiple sources, needing to segment contacts outside the core Salesforce platform, and having the resources for in-house training or hiring a Marketing Cloud consultant. Budget considerations are also vital, as Marketing Cloud comes with a higher price tag and additional training costs. Bring It All Together? Have you ever wondered why sales and marketing teams combine Salesforce Marketing Cloud Engagement and Account Engagement (formerly Pardot), with Sales Cloud to reach their goals? Thinking about how these platforms can work together likely makes your head spin like a twister in Kansas. But, combined the suite makes for a sweet sales and marketing tool box. How Salesforce Marketing Automation Can Help Your Business? Salesforce marketing automation enhances campaign management and operational efficiency across various channels, offering: Effective implementation of marketing automation can significantly increase lead conversion rates, with 77% of businesses reporting growth after adoption. It also enables staff to automate routine tasks, reduces errors, and supports business expansion and adaptability. What is Marketing Cloud Account Engagement (formerly Pardot)? Marketing Cloud Account Engagement (MCAE) integrates closely with your CRM, operating partially on the core Salesforce infrastructure and partially on its infrastructure. Ideal for business-to-business (B2B) scenarios and “considered purchases,” MCAE excels in longer sales cycles and outreach campaigns. It offers functionalities like prospect behavior monitoring, Salesforce object connection, lead generation, email nurture campaigns, content and webinar marketing, and account-based marketing (ABM). MCAE excels in business-to-business (B2B) scenarios and “considered purchases” involving more decision-makers and longer sales cycles. MCAE simplifies marketing strategies by automatically pulling CRM data for personalized experiences. It fosters cross-departmental collaboration, qualifies leads, automates campaigns, transforms user behavior data into actionable insights, and utilizes AI for prospect identification. Why did Pardot’s name change? Salesforce rebranded to streamline the software purchasing process for customers, aiming for a more consistent experience. This initiative addresses gaps in customer knowledge about their products. Is Marketing Cloud Account Engagement part of Marketing Cloud? While the rebrand unifies Marketing Cloud and Marketing Cloud Account Engagement under the same product suite, MCAE retains an intentionally independent product architecture. This differentiation extends beyond functionality and involves deliberate architecture decisions in resource locations and infrastructure designs. MCAE focuses on unifying sales and marketing and sources less data than Marketing Cloud Engagement. Consequently, MCAE can exist partially on its architecture and partially on

March 12, 2024in Google Analytics, Life Sciences Cloud, Salesforce, Salesforce Marketing Cloud

03Mar

Demand Generation Web Use Cases for Personalization

Utilize effective personalization techniques adopted by businesses in online campaigns to stimulate demand generation. The term “demand generation” has somewhat faded from the marketing lexicon due to the emphasis on analytics, AI, and metrics for lead conversion. However, where does personalization fit into the broader scope of demand generation? Demand generation web use cases for personalization. Personalization plays a pivotal role in various aspects of demand generation: In lead nurturing, personalization is equally vital: Moreover, personalization is instrumental in lead acquisition efforts by delivering relevant experiences to all of your prospects. To effectively implement personalization, real-time insights into individual behaviors and interactions are essential. A comprehensive personalization solution should unify data from various channels and systems, enabling seamless cross-channel personalization. This includes “stitching” together anonymous and known user profiles, integrating data with complementary systems like CRMs and marketing platforms, and facilitating real-time omni-channel personalization. The key to successful personalization lies in understanding and addressing each individual’s unique needs and preferences. By adopting a customer-centric approach and setting clear objectives aligned with business goals, organizations can leverage personalization to enhance customer experiences, boost conversion rates, and drive measurable business growth. To execute a successful personalization strategy, organizations must: By following these steps and continuously optimizing personalization efforts, organizations can build stronger customer relationships, drive business growth, and maximize marketing ROI. Website personalization serves as the starting point for many companies embarking on their personalization journey. This entails ensuring that returning visitors encounter pages tailored to their previous experiences or recent purchases. It can also involve presenting new customers with product recommendations based on their current browsing session. The return on this initial investment can be substantial, with many companies witnessing a significant increase in conversion rates, sometimes by as much as 50% or more. For instance, a site converting 2% of visitors might see that figure rise to 3%, a dream scenario for digital marketers. Moreover, this boost in conversion rates can have far-reaching effects across marketing programs, leading to a reduction in overall customer acquisition costs. Tectonic now offers Personalization Implementation Solutions. The next stage in personalization maturity involves integrating a customer’s web and email experiences. This seamless connection between two major channels for customer engagement brings organizations closer to achieving an omni-channel personalization experience. Timely and relevant follow-up messages after a customer’s website visit or purchase can deepen relationships and enhance lifetime value without significant additional marketing expenditure. Finally, the ultimate goal is to extend personalization across all channels, ensuring consistent and tailored experiences wherever customers interact with your brand. However, achieving this can be challenging due to fragmented customer data across multiple channels, teams, and systems. An effective personalization solution should consolidate and synthesize this cross-channel information by maintaining unified customer profiles and enabling real-time omni-channel personalization. Testing is a crucial aspect of successful personalization efforts, allowing organizations to optimize campaigns and maximize engagement, conversions, and revenue. A robust personalization solution should facilitate A/B testing, measuring lift over control, evaluating impacts against specific goals, and filtering results by segment. Effective website personalization lays the foundation for broader personalization efforts across channels. By seamlessly integrating web and email experiences and extending personalization to all touchpoints, organizations can deliver tailored experiences that drive engagement, loyalty, and ultimately, business growth. By Tectonic’s Salesforce Marketing Platform Architect Shannan Hearne 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

March 3, 2024in Einstein Insights, Generative AI, Salesforce, Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Sales Cloud

Salesforce CRM for AI driven transformation

29Feb

AI’s Impact on Email Marketing

On February 27, 2024, Salesforce queried a group of Trailblazers regarding AI’s impact on Email Marketing by Guilda Hilaire. Sharing the thoughts in this insight. Salesforce asked marketers in the Trailblazer Community for their predictions on generative AI in email marketing, how they plan to use it, and more. AI’s Impact on Email Marketing. It’s not a stretch to say generative AI in email marketing is a big-time topic. You’ve probably heard something about how the tool is transforming the field: “Say hello to generative AI, the game-changing technology redefining how brands connect with their audiences through email campaigns.” But what do marketers want to know about generative AI and email marketing? Salesforce asked the best and coolest experts we know: our Marketing Trailblazer Community. They shared how they plan to use generative AI for email marketing and the impact they believe the technology will have on efficiency and effectiveness, job security, and more. How will generative AI impact email marketing in the next 2-5 years? “Increased productivity and saving time are the two major values of generative AI. In the next two to five years, generative AI will help create content quickly — in the form of text, video, and images. It can also create multiple variations of this content and speed up A/B testing to target different customer groups. Email marketing is most impactful when we can deliver 1-on-1 personalized messages.” Buyan Thyagarajan, Principal, Eigen X Time savings and productivity aren’t the only things AI will impact. “In the next two to five years, the tool will help businesses make better decisions for their email marketing campaigns. I believe most of the campaign process, from lead generation to final customer message, will be led by generative AI.” Lumbet Bitini, Senior Marketing Cloud Consultant, Merkle DACH “I think generative AI is already having an impact on the ability to create content for A/B testing. In the next 2-5 years, I expect to see it go beyond generating first-draft copy and become a strategic tool for high-level campaign planning based on accumulated performance and industry data. But, there will always be a need for human creativity to cut through the noise.” Ed Gray, Delivery Team Manager & Marketing Practice Lead, Arkus, Inc. Generative AI increases both your reach and your breadth of content. “People who adapt and adopt generative AI can create content on many more topics. Even if the tool isn’t being used verbatim, the current versions do a good job. It can increase personalization at scale, improve engagement, reduce costs, and improve ROI. However, there could be consequences too if we aren’t careful. The fundamentals of email marketing may be less understood as we start to skip the sweat, tears, and hard learnings.” Mike Creuzer, Pardot Partnerships & API Integrations Lead, Sercante Are you already using generative AI? If so, how? Can you share some examples? “My A/B testing improved 10x using generative AI in my email marketing. Instead of testing only subject lines, I can also test user behavior, allowing me to be more strategic with every send. Along with content, I also use AI in the design process. It helps me select images and colors that best resonate with my target audience. Finally, AI also optimizes my send time, ensuring these audiences receive my messages at the time they are most likely to open.” Taylor Baker, Marketing Consultant/Owner, Resilient Innovation “I’ve used generative AI as an assistant, not as a copywriter. In practice, I use it to outline the message I want to write — then I add my personal touch to the content. It’s a great way to get a “second opinion” and ensure all key angles are covered. For example, I recently wrote an article about building a MarTech stack. I asked ChatGPT to give me a list of subcategories and their definitions. This gave me a good wireframe to write my content. I see this as an opportunity to drive marketers toward more empathetic and thoughtful content. In this sense, generative AI can help us be more efficient and drive us to become better at what we do.” Timo Kovala, Managing Marketing Architect, Capgemini Finland Whether using it or testing it or evaluating it, AI is in the email marketing arena. “Right now, we’re testing it in the background as it is too early to adopt it into our daily processes officially. We are actively building up use cases, examples, and studies on it so we can fully embrace it in the future.” Greg Gifford, Director, DM Engineering, Merkle “Our team tested a few tools.” We used it to write subject lines for email nurture paths. The results were okay, but I’m sure they’ve improved since then. I will say it was helpful to have those suggestions to lean on. We have also done some test pilots with social media using some tone options.” Shonica Mitchell, Global Marketing Automation & Community Manager, BrightDrop How can this technology improve your job as an email marketer? “Generative AI could help me move faster, create more personalization, and push out more content. Today, this process is lengthy and requires multiple layers of approval. I could see a decrease in our turnaround time. Accuracy and trust are imperative for email marketing to realize its full potential. Marketers need to be able to rely on AI’s accuracy of data, information, and content and trust that there is no bias in the data or content being served up by the tool.” Shonica Mitchell, Global Marketing Automation & Community Manager, BrightDrop “Using detailed prompts generated by AI that include the appropriate data about the lead or customer I am trying to target can positively impact my KPIs — including higher open rates, improved click-through rates, and increased conversion rates. Email marketers can create more engaging and impactful campaigns, ultimately driving better results, fostering stronger relationships, and sharing personal impact with stakeholders.” Sadaf Sabet, Marketing Automation Specialist, Gallagher What needs to happen for generative AI to achieve its full potential in email marketing? What still

February 29, 2024in Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

28Feb

Personalization With Customized AI-Driven Journeys

AI-Enabled Triggers for Guiding Customer Journeys – Personalization With Customized AI-Driven Journeys Initiate timely and relevant customer experiences that seamlessly lead individuals through their purchasing journey. Employ AI-powered decision-making to identify the most suitable next steps for customers, offering personalized suggestions based on real-time behavior, historical data, and business-specific datasets such as pricing and inventory. Deliver predefined experiences, such as browsing or cart abandonment journeys, while utilizing real-time interactions to determine the optimal content, channel, or offer for each customer. Efficiently extract insights by harnessing behavioral data and advanced analytics to visualize cross-channel customer journeys for both individuals and segments, identifying and resolving key friction points. Elevate customer acquisition, loyalty, and lifetime value by crafting personalized, omni-channel journeys that align with both customer desires and business objectives. Enable trigger-based customer journeys that facilitate immediate responses to customer actions, whether in the physical realm, such as entering a store and connecting to Wi-Fi, or in the virtual space, like visiting a shopping website. The Role of AI in Elevating the Customer Journey AI significantly contributes to heightened customer satisfaction, ultimately leading to improved retention. Address customer pain points in their preferred language and provide solutions tailored to their needs based on purchasing history and previous interactions with customer service. AI’s Influence Across Customer Journey Stages At each stage of the customer journey, AI transforms experiences by delivering personalized interactions from awareness to post-purchase. This transformation is made possible through automation, predictive analytics, and intelligent virtual agents. Transformative Impact of Generative AI on Customer Journeys Generative AI, exemplified by advanced language models like GPT-4, has the potential to revolutionize customer journeys. These models automate communication and content creation, dynamically adjusting tone and style to match customer preferences. For instance, Grammarly’s tone detector adapts communication based on the recipient’s profile and interaction history. Continuous Iteration and AI in Customer Journey Mapping In the era of digitization, AI-driven personalization surpasses traditional customer journey mapping based on a few personas. Organizations must harness AI and machine learning to create personalized journeys that enhance user experiences. The iterative improvement process involves collecting comprehensive data, utilizing AI for analysis and insights, implementing changes, and evaluating results through key performance indicators. Netflix: An AI Success Story Netflix serves as a prime example of AI success, continuously analyzing user behavior and preferences to refine content recommendation algorithms. This approach enhances personalization, leading to increased customer engagement and satisfaction. Integrating Generative AI into Existing Systems To fully capitalize on generative AI, integration into existing systems and processes is crucial. This may entail developing APIs to connect AI tools with customer relationship management (CRM) systems and content management systems. Testing and Continuous Enhancement Implementing AI-driven personalization necessitates a robust testing and evaluation process. Clearly defined key performance indicators and analytics capabilities are essential for measuring effectiveness and making continuous improvements. Like1 Related Posts Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

February 28, 2024in Generative AI, Salesforce Marketing Cloud, Salesforce Personalization

25Feb

Proud to Be A Part of the Turtle Bay Salesforce Journey

Turtle Bay a featured Success story at Salesforce TralblazerDX and more. Proud to be part of the Turtle Bay Salesforce journey! Learn how Tectonic can help you increase bookings. Proud to be part of the Turtle Bay Salesforce journey Travel Transportation Salesforce Tectonic has helped hospitality clients create a real-time view of their guests to surprise and delight them with personalized service across every interaction. Salesforce provides tailored solutions for the hospitality, tourism, resort and travel industry, helping businesses in this sector deliver exceptional customer experiences, streamline operations, and drive growth. These solutions leverage the power of the Salesforce Customer 360 platform to centralize data, enhance communication, and provide a personalized experience for guests. Salesforce provides technologies that digitally transform travel, tourism, and hospitality businesses. About the Company Nestled on O‘ahu’s legendary North Shore, Turtle Bay Resort spans 1,300 pristine acres with 12 miles of nature trails, seven secluded beaches, 408 ocean-view rooms, 42 Ocean Bungalows, a 468-acre Kuilima Farm, championship golf course, and Nalu Spa, with activities including surfing, kayaking, horseback riding, biking, helicopter tours, and more. Turtle Bay Resort is a sustainable and completely self-sufficient resort, cultivating all of the ingredients for its restaurants directly from the property. “We are dedicated to delivering the most incredible experience for each and every single one of our guests, personalizing their stays to their needs and wants. The Salesforce Einstein platform makes it easy for us to achieve this.” Lynette EugenioDirector of Marketing, Turtle Bay Resort 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

February 25, 2024in Marketing Automation, Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Personalization, Salesforce Sales Cloud

13Feb

AMPScript Beautifier

AMPScript Beautifier This extension helps you format (beautify/prettify) your SFMC AMPscript for easier readability and maintenance. AMPScript Beautifier Features: To simplify your SFMC development, click [here](link to extension). Usage: The format command can also run automatically based on your settings (editor.formatOnSave). Extension Settings: This extension contributes the following settings: Default values for these settings can be found in Features Contributions. Note: This extension was originally developed in collaboration with Merkle DACH (formerly Isobar Switzerland) and is now available to the developer community. Known Issues: Make AMPscript beautiful again! This Brackets extension reformats AMPscript (from Salesforce.com Marketing Cloud/ExactTarget) for enhanced readability. Download Brackets here: http://brackets.io/ You may download and install this extension in one of three ways. Using Extension Manager to find it through the extension registry you always find the latest stable release conveniently within Brackets. You can also get the latest work-in-progress version by downloading or installing the extension directly from the repository. This allows you to try new features that might not have been tested fully yet. Like1 Related Posts 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 Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more Collecting Customer Data and Acting On It Salesforce Data Collection and Customer Journey Mapping for Better Outcomes At the forefront of customer engagement, sales revenue leaders have Read more

February 13, 2024in Salesforce Marketing Cloud

Salesforce state of marketing 8th Report

07Feb

Insights from Salesforce’s 8th State of Marketing Report

Over the past few years, we’ve faced numerous challenges, prompting us to adapt our strategies and practices to navigate a swiftly changing and demanding environment. Companies globally are turning to their CMOs and marketing teams, relying on them to meet customers’ digital-first expectations, accomplish more with limited resources amid economic challenges, and comply with evolving data privacy laws in preparation for a cookieless future. Here are Insights from Salesforce’s 8th State of Marketing Report For marketers, it’s a new era, marked by significant transformation that necessitates a reimagining of how we engage with customers, personalizing every interaction. We must strive to achieve our budget and business objectives within an uncertain economic landscape and take a leadership role in upholding our values to contribute to a better, more equitable, and sustainable future. Salesforce has gathered insights from marketing leaders worldwide to comprehend how they are prioritizing their efforts in this transformative period. What did we uncover in this year’s “State of Marketing” report? Marketers and businesses are putting values at the forefront while embracing optimism and innovation. They are emphasizing extracting maximum value from existing tools and technologies while directing new investments toward crucial areas like automation and productivity. Satisfaction Levels 15% of all high performing companies are completely satisfied with their overall marketing performance and ROI. 18% of underperforming companies surveyed are moderately or less satisfied with their overall marketing performance. In the midst of an evolving world, customers are placing increasing importance on the concept of trust, with 88% acknowledging its heightened significance during times of change. CMOs are keenly attuned to this trend, as evidenced by “building trust” ranking among their top three priorities this year. Marketers are actively seeking to maximize their investments, and technology plays a central role in this endeavor, with inadequate utilization of tools and technologies identified as the foremost challenge and priority. ROI and Attribution A substantial portion of marketers also grapple with the challenges of marketing ROI and attribution, hindering their ability to showcase cost efficiency amidst market turbulence. In response to shifting consumer preferences, changing buying behaviors, and escalating customer expectations, marketers maintain a forward-looking stance, ranking “experimenting with new marketing strategies” as their second-highest priority. This pursuit of innovation is not only a grassroots effort but also emanates from leadership, as 91% of CMOs emphasize the imperative of continuous innovation to stay competitive. Amidst concerns about privacy and institutional distrust, the enduring task of building and preserving customer trust remains a perpetual priority and challenge. Stay tuned to Tectonic’s insights for more Insights from Salesforce’s 8th State of Marketing Report. 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 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 Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more

February 7, 2024in Marketing Automation, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

06Feb

Key Components Of Salesforce Marketing Cloud Engagement

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

February 6, 2024in Marketing Automation, Salesforce Data Cloud, Salesforce Marketing Automation, Salesforce Marketing Cloud, Salesforce Marketing Cloud Advertising, Salesforce Personalization

01Feb

Improving Customer Experiences (CX)

In 2024, maintaining competitiveness requires businesses to prioritize personalization and agility within their customer experience (CX) strategy. Here are strategies for improving customer experiences with programs from Tectonic: By focusing on these key areas, organizations can navigate the continually evolving CX landscape and deliver exceptional customer experiences. Tectonic is ready to collaborate, customizing your Salesforce tools to create remarkable customer experiences. You might want to learn more about Salesforce Marketing Cloud Personalization. This Salesforce tool improves customer experiences using data and automation. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more 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 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

February 1, 2024in Salesforce Implementation Services, Salesforce Managed Services, Salesforce Personalization

23Jan

Case Study: Manufacturing-Plumbing Fixture-Sales/Service/Marketing Clouds and Pardot/Partner Community/Informatica Integration

One of the key players in plumbing fixture manufacturing adopts Salesforce platform to bring Consistency, Efficiency and Effectiveness into business processes throughout local and international operations. SAP and other systems were integrated with Salesforce to have consistent project quoting throughout the organization and provide exceptional after sales service to wholesalers and customers. salesforce sales service case study Use Case: Prior to the engagement, this plumbing fixture manufacturing giant did not have any unified system to generate quotes due to which every salesperson used to provide inconsistent quotes to the customers. This was bringing a huge challenge of keeping consistency of quotes throughout the organization. This was also bringing challenges for the service team due to which after sales service was compromised. The downstream effects include unsatisfied customers with different price quotes, compromising on quality service and no data to market and expand the business. salesforce sales service case study Implemented Technologies integrated The Challenge: Before: After: If you are exploring Manufacturing industry Salesforce solutions, contact Tectonic today. Like2 Related Posts 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 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

January 23, 2024in Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories

18Jan

Spring ’24 Enhancements for Commerce and Marketing from Salesforce

Enhancements for Commerce and Marketing from Salesforce in Spring ’24. Content Creation for Engagement Marketing Cloud Save time using generative AI to create email content for subject lines and body copy, all while keeping the marketer in the loop. Data Cloud Advertising with LinkedIn Marketing Cloud Activate unified, first-party data profiles directly from within Data Cloud in minutes to inform highly targeted advertising across LinkedIn properties. Cut wasted ad spend and speed up ROI. Content Creation for Account Engagement Marketing Cloud Use generative AI to create content for landing pages, emails, and subject lines. Keep marketers in the loop every step of the way to train models and oversee outputs. Global Promotions Management Marketing Cloud Build an end-to-end set of workflows to activate and analyze promotion programs. Define pricing and loyalty promotions in a single seamless experience for both loyalty members and non-loyalty members. Unified Messaging for WhatsApp Marketing Cloud Turn one-way marketing promotional messages into two-way service conversations all within the same WhatsApp thread. The result: Better engagement, higher conversions, and faster resolutions. Salesforce Commerce Enhancements Commerce Cloud Launch digital stores 77% faster with automated flows for commerce setup. Increase productivity with AI-powered semantic search, and drive growth with commerce subscriptions. Help merchants sell digital subscription products to B2B and D2C shoppers. Order Management Enhancements Commerce Cloud Understand why products are returned with AI-powered insights from reviews and return codes. Create uneven exchange workflows for your service agents, and give customers an easy way to check order status. Enterprise B2B Scale Commerce Cloud Meet complex needs with support for huge carts. Deliver duplicate-cart-item and split-shipment capabilities. Plus get APIs for custom promotions rules, quantity rules, and tiered pricing on cart totals. B2C Commerce and Composable Storefront Enhancements Commerce Cloud Further boost merchant efficiency and scale with Storefront Preview for Composable Storefront. Get improved search performance and new admin tools in log center, control center, and eCDN. Commerce Concierge Commerce Cloud Simplify B2B purchases with AI-powered conversational selling experiences. Buyers can now use plain language prompts, photos, and unstructured data to easily search for products and get personalized responses on any digital channel. Stay tuned to Tectonic’s Insights for more details and Salesforce news. Enhancements for Commerce and Marketing from Salesforce in Spring ’24 release. 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

January 18, 2024in Salesforce, Salesforce Commerce Cloud, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

Case Study: Healthcare Health Cloud Marketing Cloud Large Childrens Hospital

Salesforce Personalization and Hyper-Personalization

Marketing Cloud Growth Edition

Announcing Marketing Cloud Engagement

Demand Generation Web Use Cases for Personalization

AI’s Impact on Email Marketing

Personalization With Customized AI-Driven Journeys

Proud to Be A Part of the Turtle Bay Salesforce Journey

AMPScript Beautifier

Insights from Salesforce’s 8th State of Marketing Report

Key Components Of Salesforce Marketing Cloud Engagement

Improving Customer Experiences (CX)

Spring ’24 Enhancements for Commerce and Marketing from Salesforce

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