Salesforce Sales Cloud Archives - Page 9 of 12 - gettectonic.com
Salesforce Communications Cloud
10Nov

Salesforce Communications Cloud for Service Providers

Salesforce’s Communications Cloud facilitates the delivery of digital-first journeys. With seamless order processes, offering time and cost savings while enhancing internal operational efficiencies. In collaboration with Tectonic, this Salesforce tool empowers the creation of straightforward yet powerful digital experiences. It aids in streamlining product and service launches and adhering to industry standards.. With architectures, and

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November 10, 2021in Salesforce Communications Cloud, Salesforce Development Services, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Sales Pipeline
15Oct

Sales Pipeline

A sales pipeline is as an organized and visual method for tracking potential buyers as they progress through different stages of the purchasing process and buyer’s journey. Typically depicted as a horizontal bar or funnel, it delineates the various stages of a company’s sales process. With Salesforce Sales Cloud, you gain access to comprehensive pipeline

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October 15, 2021in Salesforce Sales Cloud
Marketing Cloud for Nonprofits
05Aug

Marketing Cloud for Nonprofits

Introducing Marketing Cloud for Nonprofits: A Comprehensive Overview A brand-new edition of Salesforce Marketing Cloud tailored specifically for nonprofit organizations has arrived – Marketing Cloud for Nonprofits. This specialized edition comes with discounted licensing and includes pre-defined email templates and journeys crafted for nonprofit use cases, with more exciting features planned for future releases. So,

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August 5, 2021in Salesforce for Nonprofits, Salesforce Marketing Cloud, Salesforce Nonprofit Cloud, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Sales Cloud
25Jun

Salesforce Sales Cloud for Sales Teams

Why sales teams need Salesforce Sales Cloud Sales Cloud delivers tools and technologies to aid sales teams so that they can complete their work more efficiently and effectively. These productivity-boosting features are based on core lead and opportunity management, and far beyond.  Sales Cloud helps salespeople automate, manage, and monitor sales processes for optimal efficiency.

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June 25, 2021in Salesforce Implementation Services, Salesforce Sales Cloud
Tectonic Salesforce Services
16Jun

Merging Duplicate Sales Cloud Leads in Lightning Experience

Considerations when merging duplicate leads in Sales Cloud: Campaigns When merging duplicate leads in Sales Cloud associated with different campaigns, Salesforce preserves the campaign Member Status Updated date for each campaign to which the merged lead belongs. Related Items, Chatter Feeds, and Attachments In the case of merging duplicate Sales Cloud, leads, records linked to

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June 16, 2021in Salesforce Sales Cloud
Collecting customer data
26May

Customer Journey Mapping

Based on a Salesforce study, 51% of marketing leaders measure success with revenue growth.  22% look at customer satisfaction. While only 18% look at customer retention.  Customer journey mapping addresses retention, satisfaction, and revenue growth.  Taking a customer-centric approach to designing your customer journey map puts your focus on the customer improving customer satisfaction and

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May 26, 2021in Salesforce Sales Cloud
Salesforce Sales Cloud
25May

Salesforce Sales Cloud Process Flow

Salesforce Sales Cloud, a fully adaptable CRM solution, consolidates customer information into an integrated platform that encompasses marketing, lead generation, sales, customer service, and business analytics. Salesforce Sales Cloud Process Flow saves time. Additionally, it offers access to a myriad of applications through the AppExchange. Here’s a guide on how to set up a Salesforce

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May 25, 2021in Salesforce Optimization, Salesforce Sales Cloud
11May

Salesforce Sales Acronyms

Here is a helpful glossary of sales terminology you may hear when discussing Salesforce sales. Salesforce Sales Acronyms Acronym Meaning Defintion BANT Budget, Authority, Need, Time A framework that helps sales reps judge how qualified a lead is/their propensity to purchase (how likely they are to purchase). From there, sales reps can focus their attention

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May 11, 2021in Salesforce, Salesforce Commerce Cloud, Salesforce CPQ, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Salesforce Sales Cloud
07May

Salesforce for the Inside Sales Team

Inside sales serves as the cornerstone of a thriving sales organization. The efficient model using Salesforce for the inside sales team enables the delivery of personalized human interactions. Salesforce facilitates rapid scalability. Inside sales involves sales representatives engaging with and selling to customers via phone or digital channels rather than face-to-face interactions. This approach not

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May 7, 2021in Salesforce, Salesforce Einstein, Salesforce Sales Cloud
Business Card Scanner App for Salesforce
16Apr

Business Card Scanner App for Salesforce

Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning system can create a CSV file or import data into Excel, which can then be saved as a .csv file. This resulting file can be uploaded to Salesforce. And there are several Business Card Scanner

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April 16, 2021in Public Sector Solutions, Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud

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