Salesforce Sales Cloud Archives - gettectonic.com - Page 6
Salesforce High Velocity Sales
02Sep

Salesforce High Velocity Sales

Exploring High Velocity Sales (HVS) in Today’s Business Landscape In the fast-paced world of business, sales departments are constantly seeking strategies to enhance efficiency and boost revenue. One approach gaining significant traction is High Velocity Sales (HVS). This guide offers a comprehensive overview of HVS, its impact on sales processes, and how Salesforce has revolutionized this high-speed approach. Understanding High Velocity Sales High Velocity Sales (HVS) is a Salesforce Sales Cloud extension that enables inside sales teams to prioritize hot leads, boost conversion rates, and build and sustain new business opportunities. Recently renamed to Sales Engagement, this extension includes automation features such as customer engagement tracking, chatbots, cadences, and automated actions. HVS emphasizes speed and efficiency in the sales funnel, leveraging automation and data-driven insights to streamline processes, accelerate lead conversion, and drive revenue growth. As competition intensifies and customer expectations evolve, adopting HVS has become essential for businesses aiming to stay competitive. Key Updates and Features Salesforce’s Role in High Velocity Sales Salesforce, a leading CRM platform, has transformed sales workflows with its HVS capabilities. By integrating HVS into the Salesforce platform, businesses gain access to advanced automation tools, intelligent lead scoring, and personalized engagement at scale. This integration empowers sales teams to identify and prioritize high-quality leads, automate tasks, and optimize sales efforts, driving revenue growth and enhancing sales performance. Benefits of High Velocity Sales Implementing HVS offers numerous benefits to organizations: Challenges and Considerations While HVS provides significant advantages, it may not suit every sales process, especially those with complex, long-term cycles. Adopting HVS can involve a learning curve, and there’s a risk of sacrificing quality interactions with prospects for the sake of speed. Balancing velocity with relationship-building is crucial for long-term success. Alternative Solutions and Integration Exploring alternative sales engagement tools beyond Salesforce HVS can offer unique features tailored to specific business needs. Ensuring seamless integration with existing systems and processes is essential to maximize efficiency and workflow. Choosing Your Sales Engagement Tool When selecting a sales engagement tool, consider factors such as: Evaluating the potential return on investment is critical to making an informed decision. Embracing Innovation in Sales In today’s competitive business environment, embracing innovative sales strategies like High Velocity Sales is crucial. Leveraging automation, data-driven insights, and streamlined workflows, businesses can enhance productivity, increase efficiency, and achieve remarkable sales results. Ready to Revolutionize Your Sales Process? Explore High Velocity Sales and unlock your sales team‘s full potential with Salesforce and other cutting-edge technologies. Reach out to learn how Salesforce HVS can transform your sales process and schedule a consultation with experts at Tectonic to explore comprehensive solutions tailored to your business needs. Content updated March 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 2, 2023in Salesforce, Salesforce Optimization, Salesforce Sales Cloud
How Inbox Boosts Sales Productivity
01Sep

How Inbox Boosts Sales Productivity

Explore the advanced productivity features accessible to sales representatives by integrating Inbox with Gmail. How Inbox Boosts Sales Productivity. Here’s a breakdown of common activities engaged in by reps and the corresponding features provided by Inbox: Scheduling Meetings: Inbox Feature: Embed open time slots directly from the calendar into an email, enabling recipients to choose a convenient time. The integration dynamically updates suggested times based on the rep’s availability, ensuring flexibility even after receiving the email. Tracking Email Engagement: Inbox Feature: Monitor email opens and link clicks, offering real-time insights into customer engagement. This feature eliminates uncertainty and empowers reps to follow up at precisely the right moment. Efficient Communication: Inbox Feature: Create shortcuts for frequently used phrases, reducing the need to repeatedly type the same content. This not only saves time but also minimizes the risk of typos in crucial communications. Optimizing Email Timing: Inbox Feature: Schedule email deliveries to coincide with the recipient’s optimal online hours, ensuring the message has the greatest impact. Timing plays a crucial role, especially when aiming for a potential sale. The integration of Inbox features, facilitated by adding an Inbox license, unlocks numerous benefits for reps. Activating this license is a seamless process, and Salesforce sales reps, or Tectonic, can guide you through it. Integrating Gmail with Salesforce not only enhances productivity but also minimizes context switching, allowing reps to concentrate on their customers and closing deals. With Einstein Activity Capture keeping contacts and events in sync, reps stay on top of their game. The addition of Inbox features turbocharges the integration, providing reps with a comprehensive toolkit to operate at peak efficiency. 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 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 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

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September 1, 2023in Salesforce Sales Cloud

Salesforce and WithSecure

How does a Chief Information Security Officer (CISO) safeguard their organization against malware using Salesforce as an entry point into the corporate network? WithSecure™’s CISO faced this exact challenge in 2017 when transitioning from an alternate CRM application to Salesforce. How to secure data with Salesforce and WithSecure? During a security audit, our team discovered that content entering and exiting Salesforce was not being scanned, leaving the system vulnerable to cyber threats like malware. Unable to find a suitable solution on the market, we developed our own. WithSecure™ is a leading cybersecurity company in Europe with over 35 years of experience in IT security. Formerly known as F-Secure. We offer a robust portfolio of security products, including an end-to-end cybersecurity suite and dedicated threat hunting and consulting divisions. With ISO 27001 and ISAE 3000 (SOC 2 Type 2) certifications, our technology, cybersecurity laboratories, and scanning engines are world-class. Our experts traveled to San Francisco and partnered with Salesforce to develop a security solution that addressed the identified gap. After internal use for several years, we launched WithSecure™ Cloud Protection for Salesforce globally in 2020. Salesforce and WithSecure, Secure Your Enterprise WithSecure™ Cloud Protection for Salesforce is a Salesforce-native security tool. It operates within the Salesforce platform, requiring no special customizations, complex integrations, or external portals. This plug-in solution can be easily downloaded from the Salesforce AppExchange and deployed in under 20 minutes. As an ISV partner for Salesforce, WithSecure™’s tool is fully compatible and monitored by Salesforce. Our code undergoes regular review by Salesforce to ensure it meets the safety standards for all customers. WithSecure™ Cloud Protection for Salesforce operates efficiently in the cloud without performance overheads. It scans files and URLs uploaded to your company’s Salesforce cloud storage areas, providing real-time protection tailored for Salesforce environments. When suspicious content is detected, the tool quarantines the file or link while alerting administrators. As your Salesforce project expands, our solution scales seamlessly to offer continuous, real-time visibility into file and URL activity within the evolving ecosystem. Our tool checks link validity in real-time to halt even morphing malicious URLs. We provide advanced security analytics with comprehensive audit trails, empowering your security team to investigate incidents efficiently. Integration with SIEM and other third-party security systems is straightforward, allowing seamless metadata, alert, and workflow integration. Discover how leading organizations leverage WithSecure™ Cloud Protection for Salesforce. To learn more, download our latest ebook: “Securing Salesforce: Know Your Responsibilities, Protect Your Data.“ Think your Salesforce data is secure? Think again. Learn more about your security responsibilities and how to safeguard your valuable data. Salesforce and WithSecure. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 24, 2023in Salesforce, Salesforce Development Services, Salesforce Sales Cloud
Salesforce the Pioneer of CRM
14Aug

What Does Salesforce Do?

You might have glimpsed CEO Marc Benioff on CNBC or CNN or come across Salesforce’s cloud logo, friendly characters, or the distinctive headquarters dominating San Francisco. However, due to the diverse nature of theirr work, a common question arises: What does Salesforce do? In essence, Salesforce provides technology and services to help cultivate robust, enduring customer relationships, positioning itself as the customer company. The following sections will delve into what this entails. What does Salesforce do? For businesses with customers, managing customer data is a crucial challenge. Salesforce addresses this by offering customer relationship management (CRM) software. This software serves as a centralized hub for storing, tracking, and managing customer information, breaking down silos between different departments. Referred to as Customer 360, this portfolio encompasses products and services that unite various teams—sales, service, marketing, commerce, and IT—around a shared, AI-driven, real-time view of customers. The result is a seamless flow of customer information, enabling personalized experiences and fostering trust. Customer 360 contributes to lowering costs, increasing productivity, and driving efficient growth across organizations. It is adaptable to every industry and business size, providing flexibility for customization and integration with third-party partners. How does Salesforce work? Salesforce’s CRM operates in the cloud, facilitating online connectivity for teams, regardless of their physical locations. The cloud infrastructure, known as Hyperforce, allows Salesforce applications to scale rapidly and run globally. The cloud-based approach reduces maintenance costs, facilitates remote work, and opens up pay-as-you-go business opportunities. Harnessing the power of data is integral to modern business, yet many companies struggle with scattered data across numerous applications. Salesforce’s Data Cloud addresses this issue by providing access to and harmonization of various data sources, enabling a comprehensive view of customers and their histories. This clean data, coupled with Einstein AI, facilitates personalized customer interactions and creates a foundation for AI applications. How do you use Salesforce for sales? How Does Salesforce assist with sales? Originally designed for sales teams, Salesforce’s Sales Cloud aims to reduce costs, boost productivity, and increase deal success rates. By automating and scaling manual sales processes, Sales Cloud streamlines the entire sales cycle. Einstein for Sales integrates AI into sales workflows, automating tasks such as composing emails and scheduling meetings. Real-time insights and recommendations empower sellers, and integration with other departments enhances opportunities and customer experiences. What about customer service? Are there Salesforce tools for that? How Does Salesforce help customer service? Service Cloud, another facet of Salesforce, helps customers decrease support costs while enhancing service interactions. AI-driven tools, like Einstein, expedite service interactions by delivering knowledge articles and generating chat replies. Service Cloud covers critical touchpoints, from traditional customer service to self-service channels, field service, and digital channels like chat and SMS. How can you use Salesforce for marketing? How Does Salesforce work with marketing? Marketing Cloud is designed to save time, increase efficiency, and engage customers across various channels. Unified analytics and AI insights optimize campaign performance, leading to increased customer engagement and reduced acquisition costs. Marketing Cloud Customer Data Platform provides real-time data for understanding customers, while Einstein AI for Marketing dynamically generates personalized content for optimal customer engagement. Can Salesforce also be used for B2C and B2B shopping and commerce? Certainly. Commerce Cloud caters to both business-to-consumer (B2C) and business-to-business (B2B) commerce experiences. It simplifies the creation of personalized shopping experiences, maximizing revenue and removing friction from the buying process. Commerce Cloud users experience decreased order placement costs and increased online revenue. What about IT? Salesforce’s integrated IT tools assist organizations in automating processes, building intelligent apps, and securing data across Customer 360. This leads to increased productivity by improving scale, transparency, and security, resulting in a 19% decrease in IT costs for organizations. See an example of Salesforce at work A notable example is L’Oréal, the world’s leading beauty company, which utilizes Salesforce Customer 360 to deepen customer relationships through personalized beauty journeys. By integrating Marketing Cloud Personalization and Commerce Cloud with Einstein AI, L’Oréal achieves double-digit increases in average order value and improves agent satisfaction scores by 70%. What is Salesforce best known for? Salesforce pioneered placing business software in the cloud, eliminating the need for expensive custom-built computer infrastructures. It has since evolved into the world’s #1 CRM, continually innovating CRM with generative AI and real-time data to redefine customer-company connections. Why is Salesforce obsessed with customers? As the customer company, Salesforce has always been customer-obsessed, considering customer success as one of its core values. Recognizing that customer experience is as crucial as products and services, Salesforce focuses on helping businesses become customer-centric. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 14, 2023in Salesforce, Salesforce Experience Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Success Story
20Jul

Case Study: Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition

Military congressionally chartered, federally supported non-profit corporation that sustains and equips the armed forces. Client employs nearly 170,000 professionals to support and sustain the global mission of the armed forces. Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition. Industry: Federal – Military Process Gaps: Client’s lack of a digital processes for talent acquisition hindered their ability to find and develop top-tier employees. The repository was incomplete, inaccurate, disconnected from other departments within the business ecosystem with no checks & balances in place – resulting into inefficient talent acquisition lifecycle that could not be tracked. Implemented : Technologies integrated : Our solution? Tectonic assisted with the successful implementation of Salesforce Sales Cloud, Experience Cloud, API Integrations and Advanced SF Security. Key activities included: Results: With Salesforce Public Sector Solutions, you can improve the provision of public services, expedite processes, and promote community trust and well-being. These solutions, which are specifically designed for government enterprises, use state-of-the-art technology to streamline workflows, guarantee compliance, and expedite operations. Discover the revolutionary potential of Salesforce in the areas of emergency program Salesforce offers digital transformation technology for government and public sector industries. If you are considering a Salesforce recruiting solution, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 20, 2023in Public Sector Solutions, Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Generative AI Regulations
17Jul

Salesforce, Data Science, and Generative AI

Is Salesforce utilized in the field of data science? Salesforce data science and Generative AI Data Science-as-a-Service (DSaaS) democratizes access to machine learning through the Salesforce Data Management Platform, enabling widespread adoption of data science capabilities. Utilizing Salesforce for Data Science Empowerment: The integration of Salesforce into data science represents a transformative endeavor aimed at democratizing machine learning through Data Science-as-a-Service (DSaaS). By leveraging the Salesforce Data Management Platform, the objective is to empower individuals across various domains with the potential of data science. Democratization of Data Science: DSaaS introduces a versatile workbench that capitalizes on machine learning to refine segmentation, enhance activation strategies, and uncover deeper insights. Through robust analytics tools, users can gain profound insights into individual customer behaviors. Supported by a formidable 20-petabyte analytics environment and a real-time big data infrastructure, data-driven analytics are taken to unprecedented levels. Harnessing Modeling Resources: Data owners enjoy the flexibility to harness their data, algorithms, and models either within the Salesforce Data Management Platform or within their independent environments. Spearheading this initiative is the Salesforce Unified Intelligence Platform (UIP) team, constructing a centralized data intelligence platform aimed at enriching business insights, enhancing user experience, improving product quality, and optimizing operational efficiency, all while upholding the core value of trust embedded in the Salesforce platform. Salesforce Data Science and Generative AI Emphasizing Security and Design: Security stands as a cornerstone of the Salesforce platform, with the UIP’s evolution tracing back to a transition from a colossal Hadoop cluster to UIP in public clouds. The architectural journey prioritized data classification early on, engaging in meticulous reviews with legal and security experts to classify data intended for storage within UIP. Adopting the “zero-trust infrastructure” principle, the architecture is fortified against both internal and external threats, ensuring robust defense mechanisms against potential data breaches. Unlocking Data Science Potential through DSaaS: DSaaS serves as a catalyst in democratizing machine learning through the Salesforce Data Management Platform, spotlighting the pivotal role of data science in fostering generative AI and cultivating trustworthy AI. Data scientists play a critical role in ensuring data quality and organization to steer clear of issues such as biased or irrelevant outcomes. Navigating Data Science Challenges: Despite the transformative potential of data science, businesses encounter various challenges including managing diverse data sources, scarcity of skilled professionals, data privacy and security concerns, data cleansing complexities, and effectively communicating findings to non-technical stakeholders. Proposed Solutions: Addressing these challenges involves leveraging data integration tools, investing in the upskilling and reskilling of data professionals, implementing robust data privacy measures, employing data governance tools for data cleansing, and honing communication skills for reporting findings to non-technical stakeholders. The success of generative AI hinges on well-organized data, and data science is pivotal in achieving this. Whether utilizing AI tools built with the expertise of data scientists or building a data science team, businesses can navigate the evolving landscape of AI and data science with confidence. Content updated March 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 17, 2023in Generative AI, Salesforce Einstein, Salesforce Sales Cloud
web content accessibility guidelines
27Jun

Web Content Accessibility Guidelines

WCAG and ADA compliance While compliance with the Americans with Disabilities Act (ADA) and WCAG conformance have become almost synonymous over the years, it’s important to understand the distinction. Since WCAG itself is not a law, but a set of accessibility standards, there is no such thing as “compliance” with WCAG. However, WCAG was designed to help website owners achieve the level of accessibility that is required by laws like the ADA. It can be helpful to think of accessibility laws such as the ADA as the end destination—i.e., web accessibility for all—while WCAG maps out how to get there. Web content accessibility guidelines follow. Republished from www.w3.org Web Content Accessibility Guidelines Web Content Accessibility Guidelines (WCAG) 2.1 covers a wide range of recommendations for making Web content more accessible. Following these guidelines will make content more accessible to a wider range of people with disabilities, including accommodations for blindness and low vision, deafness and hearing loss, limited movement, speech disabilities, photosensitivity, and combinations of these, and some accommodation for learning disabilities and cognitive limitations; but will not address every user need for people with these disabilities. These guidelines address accessibility of web content on desktops, laptops, tablets, and mobile devices. Following these guidelines will also often make Web content more usable to users in general. WCAG 2.1 success criteria are written as testable statements that are not technology-specific. Guidance about satisfying the success criteria in specific technologies, as well as general information about interpreting the success criteria, is provided in separate documents. See Web Content Accessibility Guidelines (WCAG) Overview for an introduction and links to WCAG technical and educational material. WCAG 2.1 extends Web Content Accessibility Guidelines 2.0 [WCAG20], which was published as a W3C Recommendation December 2008. Content that conforms to WCAG 2.1 also conforms to WCAG 2.0. The WG intends that for policies requiring conformance to WCAG 2.0, WCAG 2.1 can provide an alternate means of conformance. The publication of WCAG 2.1 does not deprecate or supersede WCAG 2.0. While WCAG 2.0 remains a W3C Recommendation, the W3C advises the use of WCAG 2.1 to maximize future applicability of accessibility efforts. The W3C also encourages use of the most current version of WCAG when developing or updating Web accessibility policies. Status of This Document This section describes the status of this document at the time of its publication. A list of current W3C publications and the latest revision of this technical report can be found in the W3C technical reports index at https://www.w3.org/TR/. This is a Recommendation of WCAG 2.1 by the Accessibility Guidelines Working Group. This incorporates errata and are described in the change log. At some point additional changes might be incorporated into an Edited or Amended Recommendation. To comment, file an issue in the W3C WCAG GitHub repository. Although the proposed Success Criteria in this document reference issues tracking discussion, the Working Group requests that public comments be filed as new issues, one issue per discrete comment. It is free to create a GitHub account to file issues. If filing issues in GitHub is not feasible, send email to [email protected] (comment archive). This document was published by the Accessibility Guidelines Working Group as a Recommendation using the Recommendation track. W3C recommends the wide deployment of this specification as a standard for the Web. A W3C Recommendation is a specification that, after extensive consensus-building, is endorsed by W3C and its Members, and has commitments from Working Group members to royalty-free licensing for implementations. This document was produced by a group operating under the 1 August 2017 W3C Patent Policy. W3C maintains a public list of any patent disclosures made in connection with the deliverables of the group; that page also includes instructions for disclosing a patent. An individual who has actual knowledge of a patent which the individual believes contains Essential Claim(s) must disclose the information in accordance with section 6 of the W3C Patent Policy. This document is governed by the 12 June 2023 W3C Process Document. Requirements for WCAG 2.1 Introduction This section is non-normative. Background on WCAG 2 Web Content Accessibility Guidelines (WCAG) 2.1 defines how to make Web content more accessible to people with disabilities. Accessibility involves a wide range of disabilities, including visual, auditory, physical, speech, cognitive, language, learning, and neurological disabilities. Although these guidelines cover a wide range of issues, they are not able to address the needs of people with all types, degrees, and combinations of disability. These guidelines also make Web content more usable by older individuals with changing abilities due to aging and often improve usability for users in general. WCAG 2.1 is developed through the W3C process in cooperation with individuals and organizations around the world, with a goal of providing a shared standard for Web content accessibility that meets the needs of individuals, organizations, and governments internationally. WCAG 2.1 builds on WCAG 2.0 [WCAG20], which in turn built on WCAG 1.0 [WAI-WEBCONTENT] and is designed to apply broadly to different Web technologies now and in the future, and to be testable with a combination of automated testing and human evaluation. For an introduction to WCAG, see the Web Content Accessibility Guidelines (WCAG) Overview. Significant challenges were encountered in defining additional criteria to address cognitive, language, and learning disabilities, including a short timeline for development as well as challenges in reaching consensus on testability, implementability, and international considerations of proposals. Work will carry on in this area in future versions of WCAG. We encourage authors to refer to our supplemental guidance on improving inclusion for people with disabilities, including learning and cognitive disabilities, people with low-vision, and more. Web accessibility depends not only on accessible content but also on accessible Web browsers and other user agents. Authoring tools also have an important role in Web accessibility. For an overview of how these components of Web development and interaction work together, see: Where this document refers to WCAG 2 it is intended to mean any and all versions of WCAG that start with 2. WCAG

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June 27, 2023in Salesforce Sales Cloud
Sales Pipeline
20Jun

Key Metrics of a Sales Pipeline

Key Metrics of a Sales Pipeline ensure you measure statistics that drive the needle to results. Initiate the optimization of your sales pipeline by incorporating vital elements that span distinct stages and pivotal metrics. Here are essential considerations: Lead Source: Determine how potential clients discover your business, whether through digital advertisements, print marketing, email campaigns, customer referrals, or alternative methods. Evaluate the effectiveness of each source in terms of conversion rates, enabling a focused approach on the most productive channels. Industry: Identify industries where your product resonates more effectively with clients. Concentrate marketing efforts on specific industries, tailoring strategies to align with their preferences and needs. Decision Makers Involved: Quantify the number of client-side contacts participating in the decision-making process. Customize strategies based on the roles of each contact, adapting approaches for CEOs, finance directors, or CTOs. Deal Size: Categorize buyers based on their willingness to invest, distinguishing between those with substantial budgets and those with more conservative ones. Tailor your presentations to accommodate the budget constraints and preferences of different segments. Probability to Close: Evaluate the likelihood of each lead transitioning into a customer. Consider factors like the sales pipeline stage, team interactions, and other criteria indicating the lead’s readiness to finalize a deal. Ensure the adaptability of your sales pipeline design, allowing for diverse analyses and inquiries. Regularly review and adjust your template to detect data anomalies, enabling the resolution of issues in your sales funnel and the maximization of opportunities to expedite your sales process. Key Metrics of a Sales Pipeline 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 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

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June 20, 2023in Salesforce Sales Cloud
Salesforce Sales Cloud
07Jun

Salesforce Sales Cloud GPT

What is Salesforce Sales Cloud GPT? Salesforce’s Einstein GPT is a robust AI tool that seamlessly integrates both public and private AI models with CRM data. This unique synergy allows users to articulate natural-language queries directly within the Salesforce CRM environment, resulting in continuously adapted AI-generated content tailored to evolving customer information and requirements. Salesforce Sales Cloud GPT The suite encompasses a suite of powerful Artificial Intelligence (AI) products, including the Einstein service, the workplace-messaging app Slack, and the data analysis software Tableau. Notably, it unveils a compelling array of natural language tools slated for release in 2023, such as Sales GPT for personalized emails, Service GPT for service messages and chatbots, and Marketing GPT for refined audience targeting. Furthermore, the AI Cloud is meticulously crafted to host extensive language models from various providers such as AWS, Anthropic, and Cohere. Salesforce’s commitment to AI startups is further underscored by a substantial $500 million injection into its venture capital fund. Impact on Sales Cloud with AI and EinsteinGPT: Sales Cloud undergoes a transformative impact through AI, notably EinsteinGPT. Anchored in principles of Trust, Security, and Privacy, Salesforce introduces the Einstein Trust Layer within its AI Cloud offering to assuage privacy concerns. This layer ensures adaptability and transparency while upholding stringent standards for data privacy, security, and compliance. EinsteinGPT for Sales Cloud emerges as a game-changing innovation, serving as a personalized assistant within Salesforce CRM to streamline sales processes. Leveraging Generative AI, it transcends mere data analysis by generating novel content, ideas, and approaches. Key features encompass Einstein GPT, Einstein Conversation Insights, and Einstein Relationship Insights. Industries Experience Tangible Impact: Salesforce’s substantial investments in AI are reshaping the landscape of sales and customer engagement. As EinsteinGPT becomes an integral part of the platform, the anticipation of new and innovative use cases signals a significant leap forward in AI accessibility. Tectonic is please to announce our Sales Cloud Implementation Solutions. Like 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 Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more 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 Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

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June 7, 2023in Salesforce Einstein, Salesforce Financial Services Solutions, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Use Salesforce Data Protection Services
24May

Use Salesforce Data Protection Services

Ensuring Data Security in Salesforce: Use Salesforce Data Protection Services How is Data Protected in Salesforce? Salesforce.com employs cutting-edge Internet security technology, including Secure Socket Layer (SSL) with server authentication and data encryption, ensuring the protection of user information during access via supported web browsers. Why Use Salesforce Data Protection Services? Data Security is imperative to meet evolving privacy standards and safeguard sensitive information shared over the internet. Unauthorized access could pose significant risks to the entire organization, making data security a crucial aspect. Salesforce GDPR Certification: Yes, Salesforce is GDPR certified, as confirmed in Section 11 of the Data Processing Addendum, where Salesforce commits to providing reasonable assistance to customers. Salesforce CCPA Compliance with Customer 360: Salesforce 360 facilitates CCPA compliance by seamlessly connecting Marketing Cloud to Sales Cloud, ensuring a cohesive flow of customer data across the organization. Introduction to Salesforce Shield: Salesforce Shield comprises three security tools – Shield Platform Encryption, Event Monitoring, and Field Audit Trail – embedded into critical business applications to enhance trust, compliance, and governance. Data Protection and Privacy Regulations: Salesforce assists companies in complying with various data protection and privacy regulations, including GDPR, CCPA, PIPA, LGPD, PIPEDA, and more, offering guidance on common privacy principles. Guidance for Data Management and Privacy Compliance: Salesforce provides tools for efficient data management and privacy compliance, covering aspects such as data deletion, consent management, restriction of processing, data access and portability, and privacy center functionalities. Encryption of Data at Rest with Salesforce Shield Platform Encryption: Salesforce Shield Platform Encryption encrypts data at rest within servers, databases, search index files, and the file system, preserving functionality and ensuring secure storage. Use Salesforce Data Protection Services: To enable Data Privacy and Protection in Salesforce, users can navigate through Lightning Experience or Salesforce Classic, accessing the setup and entering “Data Protection and Privacy” in the Quick Find box. Various Data Security Settings in Salesforce: Salesforce offers multiple data security settings, including Object-Level Security through profiles, Permission Sets, Permission Set Groups, Ownership-Based Sharing Rules, Criteria-Based Sharing Rules, and Guest User Sharing Rules. Salesforce Data Ownership and Digital Chain of Custody: Salesforce Data Ownership involves maintaining a Digital Chain of Custody, ensuring meticulous tracking of data through each replication process. This guarantees data remains under control and protected at all times. Salesforce and DLP Functionality: Salesforce does not have built-in Data Loss Prevention (DLP) functionality. It relies on third-party apps like Nightfall to provide DLP capabilities, crucial for maintaining compliance with regulations such as HIPAA and PCI. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 24, 2023in Salesforce, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Shield

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