Salesforce Sales Cloud Archives - gettectonic.com

12Oct

Landing Page Split Testing

A/B testing, also known as “split testing,” involves conducting experiments with two or more variants of content, such as a landing page, email, or ad. These variants are presented to different segments of your audience to determine which one performs better. Split testing optimizes pages that best encourage your visitor’s requested call to action. In an A/B split test, two or more versions of a landing page (e.g., version A and version B) are randomly displayed to visitors, and the best-performing version is chosen as the “winner.” Subsequently, the winning version is displayed to all incoming landing page visitors. Landing Page Split Testing Process The typical process for landing page split testing involves establishing conversion goals, identifying areas for improvement, and creating a test hypothesis, such as changing the CTA button color or headline text. A split test, in particular, compares two entirely different versions of a landing page to assess which design aesthetic yields better conversions. A/B landing page split testing allows you to act as a scientist, making data-driven decisions based on how people behave when they interact with your page. For instance, if you want to test which landing page headline generates more leads, A/B testing provides a systematic approach. Rather than making changes blindly, A/B testing allows you to gather evidence by sending half of your traffic to one version and the other half to a different version, helping you determine the most effective option before implementing broad changes. Never underestimate the value of your landing page headline. Here are some great tools from Wordstream. Split testing is especially beneficial for pages with significant changes, such as completely overhauling a homepage, rewriting a product detail page, or various landing pages changes and updates. It is recommended for testing complex back-end scenarios, like different checkout processes involving technically intricate page logics. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

October 12, 2018in Salesforce Sales Cloud

27Jun

Case Study: Health Payer/Provider Onboarding/Network Growth

After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce in a basic capacity, being a predominantly SAP and Microsoft shop. Fast forward to about a year ago, with a change in leadership, Salesforce became the desired platform to build and expand on. With the need to support multiple lines of business, provide more accurate forecasting and quoting and close the gap between sales and supply chain there was a lot to tackle both immediately and long term.

23May

What is an Account Plan?

Strategic account planning involves the creation of comprehensive plans to proactively manage key accounts, aiding them in achieving their business objectives. This insight also emphasizes the significance of Salesforce Account Planning within your CRM. So, what exactly is an account plan? It is the process of delineating crucial details about a prospective or existing customer, encompassing insights into their decision-making processes, competitors in contention for their business, and the overarching strategy to secure, retain, and foster their growth. An account plan serves as a comprehensive document outlining vital information about your customer, such as their business goals, challenges, priorities, competitors, decision-making processes, and purchase criteria. Additionally, it provides a platform to detail strategies for customer retention and upselling. The account plan is accessible from the contact or account object and visible to everyone with the proper permission sets making sharing of data across teams easier. Especially crucial for prized clients, a key account plan acts as a guiding star, illustrating the customer’s current position, future aspirations, and the outlined strategies to propel them towards their goals. In other words, how do you best service the client to get them where they want to be. Now, why is account planning necessary? It serves as a tool for businesses to chart and monitor their sales objectives, facilitating a deeper understanding of customers, identification of new sales opportunities, and tracking progress towards set goals. Account planning is an indispensable instrument for businesses of all sizes. The three essential phases of Account Planning involve Insight, Velocity, and Impact. By embracing the themes of Research, Integrate, and Focus, businesses can successfully incorporate Account Planning into their sales operations, one account at a time. How should you structure an account plan? Opt for a SMART approach, setting Specific, Measurable, Achievable, Relevant, and Time-bound goals, such as a 20% revenue increase within the fiscal year. Conduct a SWOT analysis, identify key stakeholders, and formulate an action plan with assigned responsibilities and deadlines. Like1 Related Posts Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to 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 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

May 23, 2018in Salesforce Sales Cloud

15May

Salesforce Inbox Explained

Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether they’re on the move or at their desk. Available in: Lightning Experience Certain features are accessible with Sales Cloud and included in Starter, Professional, Enterprise, Performance, and Unlimited Editions. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the mobile app. Outlook and Gmail Integration Features Email integrations empower sales reps to interact with Salesforce data directly within Microsoft Outlook and Gmail or through the Salesforce Inbox mobile app. The Outlook integration (with or without Inbox) is accessible as a Salesforce Outlook add-on from the Office Store. The Gmail integration (with or without Inbox) is available as a Salesforce Chrome Extension from the Chrome Web Store. The Inbox mobile app can be obtained from the Apple Store or Google Play Store. Certain Inbox features are also accessible when sending emails from Lightning Experience. Setting Up Inbox To configure Salesforce Inbox, enable the application for desktop, mobile, or both, designate users permitted to use Inbox, and customize Inbox features. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. Using Inbox Features Boost productivity and efficiency with Inbox. View pertinent Salesforce records alongside your emails and events, and link email messages to Salesforce, keeping your colleagues informed about your communications. Access productivity features wherever you send emails. Once Salesforce Inbox is configured for your organization, Inbox users can install any or all Inbox clients. During installation, users link their email and calendar to Salesforce. Inbox Clients Each user requires an Inbox client to access Inbox features. The app offers various client options to support common Google™ and Microsoft® email platforms for desktop and mobile devices. Choose the client that aligns with your environment. Installing Inbox Clients To utilize Inbox, install the client that is compatible with your platform and email account. Utilizing Inbox Features in Outlook and Gmail Maximize productivity and efficiency with Inbox features directly within Microsoft Outlook® or Gmail™. Using Inbox Mobile Enhance productivity and efficiency while on the move with the Inbox mobile app. Salesforce Inbox Mobile Release Notes Inbox mobile was retired as of February 1, 2024. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the Inbox mobile app. Legacy Salesforce Inbox Legacy versions of the Salesforce Inbox Outlook add-in and Chrome extension have been retired. Inbox features are now accessible via the Salesforce add-in available in the Microsoft AppSource Store and the Chrome Web Store. An Inbox license unlocks the Inbox features you currently use. To continue utilizing Inbox features in Outlook and Gmail, obtain the Salesforce add-in for Outlook or the Chrome Extension for Gmail. Ensure to uninstall the legacy add-in or extension after installing the new version. Obtain the Salesforce add-in for Outlook Obtain the Salesforce add-in for Gmail (G Suite or Google Workspace email required) Content updated January 2024. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

May 15, 2018in Data, Enterprise, Google, Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud

03Mar

Best CPQ for Salesforce

Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic to get up and running.

March 3, 2018in Salesforce, Salesforce CPQ, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy, Salesforce Revenue Cloud, Salesforce Sales Cloud

catch initial traffic source with Google Analytics

18Jan

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 360, Salesforce Sales Cloud, and Salesforce Marketing Cloud. This collaboration marks the first time that sales, marketing, and advertising data will seamlessly converge. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced Today, we at Tectonic are thrilled to introduce the inaugural integration: direct importation of sales pipeline data from Sales Cloud (including leads and opportunities) into Analytics 360. This integration empowers marketers within any business managing leads to gain a comprehensive understanding of the customer’s journey to conversion, enabling swift and targeted engagement at crucial touchpoints. Leading enterprises like Rackspace and Carbonite are already reaping the rewards of this integration, streamlining data analysis and reaching higher-value audiences. A Holistic View of the Customer Journey Marketers often struggle to bridge the gap between online and offline customer interactions to achieve a comprehensive view of the customer journey. With the seamless integration between Sales Cloud and Analytics 360, marketers can effortlessly amalgamate offline sales data with digital analytics data, gaining insights into the entire conversion funnel. This facilitates a deeper understanding of customer engagement with brands and the performance of marketing initiatives. For instance, marketers can examine the correlation between online lead sources (such as organic search, paid search, or email) and lead quality based on their progression through the sales pipeline. Enhanced Marketing Outcomes While increased visibility into the customer journey is invaluable, the true value lies in actionable insights. For example, if a particular source of site traffic consistently generates higher-quality leads, marketing budgets can be reallocated to optimize traffic acquisition. Moreover, the built-in connections between Analytics 360 and Google’s media buying platforms offer additional avenues to acquire new customers and drive incremental revenue. Marketers can leverage Adwords and DoubleClick Search tools to optimize search ad bidding based on actual sales data (offline conversions tracked in Salesforce) rather than just website leads. Additionally, they can create audience lists in Analytics 360 comprising qualified leads from Sales Cloud, leveraging Adwords or DoubleClick to target display ads to individuals with similar characteristics. Real-world Success Stories – Integration of Salesforce Sales Cloud to Google Analytics 360 Announced Rackspace, a leading provider of managed cloud services, has already experienced significant benefits from beta testing the Sales Cloud to Analytics 360 integration. By seamlessly integrating sales pipeline reporting with digital marketing analytics, Rackspace has gained deeper insights into marketing performance, saving time and accelerating decision-making processes. Similarly, Carbonite, a provider of cloud data backup services, is gearing up to transform its media activation strategy by leveraging insights derived from Salesforce data in Google Analytics and AdWords campaigns. What’s on the Horizon? In the coming months, Google will expand the availability of Sales Cloud data in Analytics 360, providing marketers with even deeper intelligence. For instance: Product-specific data will enable remarketing campaigns tailored to cross-sell or up-sell offers based on previous orders. Lead conversion likelihood data will facilitate the creation of audience lists of prospects with a high probability of purchasing, ideal for remarketing or prospecting campaigns. Lifetime value data will serve as a diagnostic tool, shedding light on the most valuable marketing channels. As 2018 progresses, Google will continue to roll out additional integrations between Salesforce and Analytics 360, enabling more accurate attribution modeling, comprehensive campaign performance analysis, and seamless audience activation across marketing channels. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced If you’re not yet leveraging Analytics 360 and are eager to learn more, please reach out to us. Existing customers can engage with their account team or Certified Analytics Partner to devise a plan for implementing these integrations. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

January 18, 2018in Google Analytics, Salesforce, Salesforce Sales Cloud

02Nov

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 and personal property rentals going above and beyond to surprise and delight consumers, their expectations have grown rapidly. Consumers now expect to be provided with a personalized experience. They expect that hospitality companies know their likes and needs and provide them with an experience based around those likes and needs. The speed with which companies need to respond to guests is ever increasing. Who would have predicted that 5 years ago AirBnB would have a valuation comparable with brands like Marriott? Companies are seeing value coming from frictionless customer experience and the way they use technology to lock customers in. The excitement in the travel and hospitality industry is around technology, which is now designed to help manage the customer journey and provide companies the ability to manage the guest experience across sales, service and marketing. Technology is allowing data to be more accessible and integrated, allowing companies to begin shaping customer behaviors in months, as opposed to years. We are seeing that companies that are leveraging the millions of customer touchpoints, data and analytics, are paving the way in providing a seamless, personalized customer experience and have gained a large share of consumers budgets. Companies are spreading their marketing and IT budgets around solutions that span the entire customer journey, from acquisition to cross-sell and up-sell strategies to personalized service throughout their stay. Those who know what their customers wants and needs as well as when and how they want it, are creating loyal, repeat guest visits. Caesar’s Entertainment grew from $3 billion to $12 billion by leveraging technology to deliver personalized service and marketing initiates across its many hotels and casinos. They created a repeatable model across over 90,000 employees, allowing cocktail waitresses to know a customers worth, their favorite drink and how best to interact with them. Caesar’s also enhanced their loyalty rewards program by analyzing their data and implementing rewards that their customers wanted, increasing how much these customers stayed, played and spent on their properties. The evolution of technology has made data more accessible and interpretable, allowing companies to mold customer behaviors and maximize their spending potential. Some of Tectonic’s clients have looked to us to help them shape their customers behaviors. Tectonic has developed an approach, called Insight 2 Action, to help their clients shape behaviors. Insight 2 Action (i2a) helps customers ingest and understand their data and leverage technologies that help guide and influence customer interaction – how they buy, receive services, interact today as well as tomorrow. One of Tectonic’s clients, a luxury vacation company, has grown into a several hundred million dollar organization by understanding customer needs and proactively reaching out to guests with cross-sell and up-sell opportunities. They leveraged their cloud based technologies to manage their data and analytics, marketing & CRM. The implementation took 6 months and a $2 million dollar investment. If our client had chosen to leverage non-cloud based technologies, they would have had a 3 year, $50 million dollars implementation. At the core of personalized service is the ability to react quickly. For example, a new restaurant is being built in which every floor manager and sommelier will be wearing an Apple Watch. When a VIP customer walks through the front door, their favorite bottle of wine can be immediately taken to their table by the floor manager. This also allows for personalized interactions such as greeting a customer when a new table is seated, approaching a guest who waits too long to order her or his drink, or when a menu item runs out, every manager will get an alert via the tiny computer attached to their wrist. This is not a new concept but shows the power of leveraging technology in providing a more personalized guest experience. In providing seamless customer experience it is important to look at embracing cloud technology and what it has to offer. One of our behavior shaping clients acquires, correlates & stores 10 petabytes of data at a 10th of what it cost 4 years ago. From a delivery perspective, this took 6 agile sprints of behavior shaping actions to do approximately 50 behavioral use cases to drive a m reduction in marketing expenses. Our clients are also using cloud tools such as Salesforce to deliver personalized and prescriptive actions across the globe. Our agile approach allows for clients to deploy small stories so that we can deliver quickly for clients, allowing them to measure and iterate with different stories. Content updated January 2024. #technology #travel #hospitality #bigdata #agile #analytics Like2 Related Posts Email Marketing for Hotels and the Hospitality Industry Email Marketing for Hotels

November 2, 2017in Data, Google Analytics, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Salesforce Hospitality Travel and Transportation, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Personalization, Salesforce Sales Cloud, Technology

16Feb

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 key competitive differentiator. Conversely, where service is lacking, customers tend to be scarce. 52% of consumers have reportedly switched brands in the past year due to poor service, and even more alarming is that loss of revenue as a result of poor customer service costs U.S. businesses $1.6 trillion annually. That’s trillion with a T. Here are the top 50 reasons why Salesforce Service Cloud is the right choice for your business — and your clients. Sales Cloud powers your business to empower your customers. Access to real time data, advances in analysis and automation tools, and sales tools – all integrated with the full Salesforce ecosystem put the tools and resources you need at your fingertips. Talk to Tectonic today and discover the 50 reasons you cannot afford to overlook Salesforce Sales Cloud. Tectonic is please to announce our Sales Cloud Implementation Solutions. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

February 16, 2017in Data, Enterprise, Laws, Marketing Automation, Salesforce, Salesforce Einstein, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud

Salesforce Sales Cloud

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