Data Archives - gettectonic.com

02Sep

Digital Transformation Consulting

Empower Digital Evolution — Traditional tools like shared spreadsheets and physical paper fall short in the face of modern digital solutions. At Tectonic, we specialize in delivering compelling digital experiences to both our clients and their customers. Our team of digital transformation consultants collaborates closely with you to conceive, construct, and expand genuinely transformative digital enterprises. Digital Transformation Consulting is a key. Digital transformation consultants are seasoned professionals dedicated to aiding organizations in implementing digital technologies and strategies that enhance operations, elevate customer experiences, and boost profitability. These consultants play a vital role in future-proofing businesses, pinpointing areas requiring more effective management for sustained future success. Digital transformation involves the integration of technologies across companies to instigate profound change, resulting in increased efficiency, heightened business agility, and the creation of new value for employees, customers, and shareholders. Market research indicates a continuous growth in the digital transformation market, projected to achieve a CAGR of 23.6% until 2030. This trend underscores the proactive approach companies are taking to seek assistance in navigating these processes and maximizing their return on investment. A digital and AI transformation is the ongoing development of organizational and technology-based capabilities enabling a company to consistently enhance customer experiences, lower unit costs, and maintain a competitive advantage over time. The “5 A’s of digital transformation” — Audience, Assets, Access, Attribution, and Automatization — serve as guiding principles. Additionally, there are four types of digital transformation: Process, Business Model, Domain, and Cultural/Organizational transformations. The six pillars of digital transformation include people, leadership, experience, culture, change, and innovation. These elements form the foundation for cultivating a digital transformation mindset. Hiring a digital transformation consultant is helpful, as these experts adeptly execute transformations that maximize positive impacts on people and processes while minimizing operational disruptions and optimizing resource allocation. Given that nearly 70% of digital transformation efforts face some degree of failure, partnering with a consultant can significantly contribute to success. The challenges of digital transformation are substantial, often stemming from organizational and technology complexity. This complexity can make it challenging to coordinate and manage efforts effectively. Overcoming these challenges is essential for a smooth and seamless transition to a digital future. Real-world business examples, such as Netflix, NIKE, Starbucks, AUDI, Adobe, and Airbnb, highlight successful digital transformations, showcasing the impact of embracing digital evolution in diverse industries. Tectonic specializes in Digital Transformation Consulting as a part of our Salesforce implementation and consulting services. 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

September 2, 2022in Data, Enterprise, Salesforce, Salesforce Managed Services, Technology

26Aug

Revenue Cloud

Salesforce Revenue Cloud serves as an all-encompassing platform meticulously crafted to enhance and simplify the entire revenue management process for businesses. This cloud-based solution provides a centralized system, facilitating effective management of pricing, quoting, and billing operations. The platform, introduced as part of the Salesforce Customer 360 Platform, integrates Configure, Price and Quote (CPQ), Billing, Partner Relationship Management, and B2B Commerce functionalities. Contrary to an out-of-the-box solution, Salesforce Revenue Cloud does not replace enterprise resource planning (ERP) systems but strives to bridge the gap between critical functional departments like sales, partners, operations, and finance. Its introduction at the end of 2020 aimed to assist businesses in better managing revenue streams, enhancing forecasting capabilities, improving efficiencies, and accelerating growth across all sales channels. Salesforce Revenue Cloud, often referred to as CPQ, enables organizations to unify direct sales, partner sales, and eCommerce, package product bundles, handle complex order configurations, produce invoices across multiple channels, collect payments, and manage dunning. The platform’s benefits include streamlined revenue management, improved business agility, real-time access to mobile inventory and data, and the generation of new revenue streams. In addition to these advantages, Salesforce Revenue Cloud offers better insight into customers, maximizes revenue efficiency, builds a superior buyer experience, and reduces missed opportunities by delivering the right product at the right time to the right place. The platform eliminates manual operations, integrates with existing systems and new applications, and expedites the quote-to-cash process. However, it’s essential to consider certain aspects when opting for Salesforce Revenue Cloud, such as its limitations in handling complex billing needs. While Salesforce provides substantial capabilities for recurring revenue and subscription models, it may face challenges with more intricate pricing models, such as dynamic pricing for one-time charges, usage, tiered, subscription, overages, minimum commitments, or others. In conclusion, the collaboration between CRM and marketing departments, fueled by Salesforce Revenue Cloud, propels an increase in sales and enables a comprehensive view of the customer. As businesses demand a 360-degree perspective, the product-specific gap is expected to narrow further, emphasizing the importance of a unified approach across all company departments. 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 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

August 26, 2022in Data, Enterprise, Salesforce, Salesforce Revenue Cloud

23Aug

Private Lending Simplified

Private Lending Simplified: Unlocking Success with Salesforce In the dynamic world of private lending, technology is transforming the way lenders operate. Salesforce stands out as a powerful platform, enabling private lenders to optimize processes, enhance borrower relationships, and drive sustainable growth. Let’s explore how Salesforce can simplify private lending and boost efficiency. The Landscape of Private Lending and Its Challenges Private lending refers to providing loans to individuals or businesses outside of traditional banks. While this approach offers flexibility and faster approvals, it also comes with challenges such as: Given these complexities, lenders need robust tools to manage the entire loan lifecycle effectively. The Role of Loan Management Software in Private Lending Loan management software is indispensable for automating and streamlining lending operations. Salesforce, with its flexible loan management capabilities, is particularly well-suited for private lenders. Key functionalities include: 1. Automated Underwriting Salesforce enables automated underwriting by using predefined rules and algorithms to evaluate borrower eligibility. This speeds up decision-making, reduces manual errors, and ensures consistency. 2. Loan Processing A centralized system in Salesforce allows lenders to track applications, manage documentation, and communicate with borrowers, ensuring no step in the process is overlooked. 3. Loan Servicing Post-loan disbursement, Salesforce’s integration capabilities support repayment tracking, automated reminders, and delinquency management, ensuring seamless loan servicing. Why Private Lenders Turn to Salesforce Salesforce empowers private lenders with tools designed to optimize every stage of the lending process. 1. Customizable Solutions Salesforce’s flexibility allows lenders to create workflows tailored to different loan types, whether it’s mortgage servicing or merchant cash advance (MCA) underwriting. 2. Advanced Data Management With secure, cloud-based infrastructure, Salesforce ensures easy access to data anytime, anywhere. This not only enhances decision-making through analytics but also supports regulatory compliance. 3. Enhanced Customer Relationship Management (CRM) Strong borrower relationships are key to private lending success. Salesforce’s CRM tools help lenders manage interactions from initial inquiries to post-loan follow-ups, ensuring clients feel supported throughout their journey. 4. Seamless Integration Salesforce integrates effortlessly with other financial tools, such as microfinance platforms and construction loan management software, creating a unified ecosystem for managing diverse loan portfolios. Choosing the Right Loan Management Solution When adopting Salesforce or similar platforms for private lending, consider the following: For private lenders, specialized solutions like Fundingo, built on Salesforce, can take operational efficiency to the next level. Conclusion Salesforce is transforming private lending by simplifying operations and strengthening lender-borrower relationships. With tools to manage the entire loan lifecycle—from underwriting to servicing—private lenders can increase efficiency, maintain compliance, and enhance customer satisfaction. Adopting advanced technologies like Salesforce positions private lenders for long-term success in an increasingly competitive market. Are you ready to harness the power of Salesforce for your private lending business? Let’s connect and explore how Tectonic can streamline your processes. 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 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

August 23, 2022in Data, Salesforce Financial Services Solutions, Technology

17Aug

Salesforce Automation

In today’s fast-paced business landscape, efficiency reigns supreme, and the optimization of processes is paramount for success. Salesforce automation tools stand as indispensable allies in this pursuit, empowering businesses to automate repetitive tasks, eliminate errors, and liberate valuable time for employees to focus on mission-critical endeavors. From sales to marketing and customer service, Salesforce offers a comprehensive suite of automation tools designed to enhance efficiency, productivity, and ultimately, profitability. This insight serves as a guide to the value and various components of Salesforce automation. At the core of Salesforce’s effectiveness lies its sophisticated suite of automation tools, reshaping how organizations manage and streamline their sales operations. For administrators entrusted with overseeing the Salesforce environment, mastering these automation tools transcends mere skill; it’s a strategic necessity. Salesforce Automation Tools empower administrators to craft and deploy intricate workflows, facilitating seamless coordination of tasks and processes within the CRM platform. From lead generation to deal closure, these tools offer a comprehensive array of features that can metamorphose manual, time-consuming tasks into streamlined, automated processes. As businesses aspire for agility and efficiency in their operations, administrators assume the role of architects, leveraging Salesforce automation tools to erect a robust foundation for success. This deep dive into Salesforce Automation Tools aims to arm administrators with the knowledge and insights required to navigate the platform’s intricacies adeptly. We will dive into the fundamental components of automation, including workflow rules, process builder, and flow builder, unraveling their functionalities and showcasing how they can be tailored to suit specific business requirements. Through real-world examples and practical guidance, this exploration seeks to empower administrators to unleash the full potential of Salesforce Automation Tools, transforming them into proficient conductors of the CRM symphony. As we embark on this journey, administrators will cultivate a comprehensive understanding of Salesforce’s automation capabilities, enabling them to optimize processes, enhance productivity, and elevate the overall user experience. Whether you’re a seasoned Salesforce administrator or a newcomer to the platform, this deep dive promises invaluable insights and hands-on expertise to navigate the dynamic realm of Salesforce automation with confidence and proficiency. What is Salesforce Automation? Salesforce automation represents a sophisticated sales management solution that automates pivotal sales components such as lead management, sales forecasting, and team performance management. Leveraging Software-as-a-Service (SaaS) products enables the automation of repetitive and redundant tasks and processes. Workflow rules enable organizations to design and enforce business processes systematically. For example, as leads progress through the sales pipeline, workflow rules can automatically assign tasks to sales representatives, update opportunity stages, and notify relevant stakeholders. By establishing these rules, administrators lay the groundwork for a more streamlined and error-resistant workflow, allowing teams to focus on high-impact activities while the system handles routine, rule-based tasks. Understanding the foundations of Salesforce automation through workflow rules is crucial for administrators seeking to optimize their CRM environment. As businesses evolve, the ability to adapt and scale automation becomes paramount. This foundational knowledge not only empowers administrators to create efficient workflows but also sets the stage for exploring more advanced automation tools within the Salesforce ecosystem, ensuring a robust and responsive foundation for the dynamic world of CRM. Centralized Data Storage and Enhanced Lead Tracking Centralizing customer-related data stands as one of the most significant advantages of Salesforce automation. This consolidation facilitates streamlined lead tracking, performance monitoring, and revenue prediction. By automating non-revenue-generating tasks, which can consume up to two-thirds of a sales representative’s time, sales teams can redirect their efforts towards high-impact, revenue-generating activities, thereby fostering overall business growth. Automated Sales Processes: Boosting Productivity The automation of repetitive sales processes emerges as a direct response to research indicating the imperative to enhance sales productivity. Through automation, sales representatives can leverage their time more effectively, focusing on tasks that directly contribute to revenue generation and organizational success. Understanding the Crucial Role of Salesforce Automation The importance of Salesforce automation cannot be overstated in the realm of sales management. By offering centralized data storage, streamlined lead tracking, and enhanced performance monitoring, Salesforce automation revolutionizes the sales landscape. Discover – Controllers in Salesforce: What It Is, Types and Features. Key Benefits of Salesforce Automation The benefits of Salesforce automation are manifold. Firstly, it facilitates the consolidation of customer-related data, enabling efficient lead tracking, reminder setting, and performance monitoring. Additionally, automation saves time and minimizes errors, allowing sales representatives to concentrate on revenue-generating activities such as deal closure and client relationship building. Moreover, Salesforce automation ensures a personalized and consistent customer experience, empowering sales reps to tailor interactions based on customer preferences and behaviors. Furthermore, Salesforce automation fosters efficient collaboration and communication within sales teams, providing a centralized platform for accessing essential information and insights. Additionally, it offers valuable analytics and insights to optimize sales strategies, analyzing customer behavior, sales performance, and market trends to drive revenue growth. Components of Salesforce Automation Lead Management: Involves collecting, tracking, and analyzing customer data and interactions to streamline the sales pipeline and convert leads into customers. Sales Forecasting: Enables organizations to make educated decisions and prepare for future development by forecasting sales revenue based on market analysis and demands. Team Performance Management: Involves monitoring sales team performance, identifying areas for improvement, and providing feedback and coaching to enhance team performance. Email and Social Media Marketing: Automates marketing platforms to communicate better with consumers and prospects, customizing campaigns based on customer preferences and behaviors. Workflow and Approval Processes: Ensures that sales processes follow established procedures and workflows, reducing manual errors and enhancing organizational performance. Data and Analytics: Tracks key performance indicators (KPIs) and provides actionable insights to inform decision-making and drive revenue growth. Streamlining Appointment Scheduling: Assists in scheduling sales appointments efficiently, mitigating the risk of double-booking meetings. Prioritizing Leads: Analyzes leads based on various metrics to maximize sales and productivity. Salesforce automation has revolutionized sales operations, fostering efficiency, effectiveness, and customer-centricity. As technology continues to evolve, Salesforce automation remains a critical tool for businesses striving to stay ahead of the competition and achieve their sales goals. In the dynamic world of Salesforce, administrators

August 17, 2022in Data, Marketing Automation, Salesforce, Salesforce Implementation Services, Technology

12Aug

Permission-Based Marketing

What Does Permission-Based Marketing Mean for Your Email Lists? At its core, permission-based marketing is about obtaining explicit consent before emailing your prospects. Whether you’re new to this concept or need a refresher, this guide answers frequently asked questions about email list sourcing and ensures compliance with Marketing Cloud Account Engagement’s (formerly Pardot) policies. Common Email List Source Questions 1. I purchased a list from a third party that claims it’s opted-in. Can I email it with Account Engagement?NO. Using purchased lists violates our permission-based marketing policy and constitutes spam. Sending unsolicited bulk emails damages your sender reputation and risks your company’s credibility. 2. I got a list from a membership directory of my industry group. Can I email it?NO. Third-party lists are prohibited, regardless of source. To use this list, solicit explicit permission via one-to-one outreach (outside Account Engagement) or phone campaigns. 3. Someone followed my business on LinkedIn or social media. Does that mean they opted in?NO. Social media follows or connections don’t equal consent to receive marketing emails. Without explicit permission, they didn’t opt-in. 4. CAN-SPAM only requires an unsubscribe link. Can I email any list through Account Engagement?NO. Compliance with CAN-SPAM is not enough. Account Engagement mandates explicit consent as part of its terms of service. Including an unsubscribe link does not override this requirement. 5. I got a tradeshow attendee list from the organizers. Can I email them?MAYBE. Attendee lists may not include explicit consent. You can send an initial email referencing how you obtained their details and asking them to opt-in for future communications. Without their opt-in, do not email them again. 6. I collected these prospects over a year ago. Can I email them now?MAYBE. A stale list may lead to high spam complaints. Use a “Permission Pass” email to re-confirm interest. Prospects must explicitly opt-in to receive further communications. 7. My customers opted into marketing emails when buying my product. Is emailing them okay?YES! Customers who explicitly opted in are fair game. Always document and honor their preferences. 8. Tradeshow prospects filled out opt-in forms at my booth. Can I email them?YES! Opt-in forms provide explicit consent. For additional assurance, consider a “Confirmed Opt-In” process to verify their request and email validity. 9. Prospects verbally opted in. Can I use their information?Yes, but proceed carefully. Follow up with an email thanking them for opting in, reinforcing their consent to avoid spam complaints. 10. I found potential prospects on Hoovers and guessed their email addresses. Can I email them?NO. Email guessing (or appending) violates permission-based marketing policies. It’s risky for your reputation and can lead to bounces and complaints. Understanding Operational Emails vs. Marketing Emails Email communications fall into two categories: 1. Marketing Emails: Promote your business (e.g., newsletters, product updates, eBooks). These require explicit opt-in consent.2. Operational Emails: Convey critical information (e.g., legal notices, service updates) regardless of opt-in status. These emails should never include marketing content. Important Notes: Tips to Improve Email Deliverability in MCAE Why Monitoring Email Deliverability Matters Deliverability is not a one-time effort. Regularly review your lists, monitor performance metrics, and ensure compliance with email policies to maintain a strong sender reputation and maximize campaign ROI. By adhering to permission-based marketing principles, you not only protect your brand but also foster trust and build meaningful connections with your audience. Looking for more insights? Download the Expert’s Guide to Great Pardot Email Marketing today. How to Validate Salesforce and Pardot User Mappings Ensuring your Salesforce and Pardot users are correctly mapped is essential for seamless synchronization and optimal functionality. Here’s how to validate your mappings: Step 1: Verify Active Users in Salesforce Step 2: Check Pardot-to-Salesforce Role Mappings Step 3: Review Unassigned Prospects in Pardot Step 4: Sync Missing Users Result Properly mapped users ensure Salesforce and Pardot remain in sync. This enables precise segmentation, assignment, and timely notifications via email or Slack. Solution 2: Create an Identity User for Pardot Email Sender Backup Using a dedicated Salesforce Identity User can save time and reduce errors when handling email sender backups. Here’s how: Static vs. Dynamic Email Sender Types Dynamic sender options require a backup sender to avoid errors if a Prospect lacks an assigned user. Steps to Create a Salesforce Identity User Solution 3: Update User Records and Validate Tokens for Email Signatures When personalizing email signatures using Handlebars Merge Language (HML), ensure user details are up to date: Key Tokens to Use Solution 4: Handle Prospects Owned by Queues Queues cannot provide personal information (e.g., names, job titles) for dynamic sender options. To address this: Solution 5: Set Global and Default Field Values for HML in Emails Prevent empty fields in emails by: Key Takeaway To maximize the capabilities of Salesforce and Pardot, ensure user mappings are validated, backups are in place, and data flows are optimized. As always, test thoroughly to avoid surprises in your campaigns. For further assistance or questions, feel free to reach out! 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 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

August 12, 2022in Data, Google, Salesforce

02Aug

ADD Ampscript Function

This function returns the sum of two numbers. Arguments Add(1,2) Ordinal Type Required Description 1 Number True First value 2 Number True Second value Example 1 %%[ var @sum, @num1, @num2 set @num1 = 5 set @num2 = 42 set @sum = Add(@num1, @num2) ]%% %%=v(@num1)=%% + %%=v(@num2)=%% = %%=v(@sum)=%% Copy Output 5 + 42 = 47 The Add function can be used to return the sum of two numbers. Use case: the Add function can be used for a quick way to get a sum of two numerical values. For example, if you add the sum of the last two purchases of a customer. Note that this function is limited to just two numbers in the equation but more numbers can be nested together by adding another Add function. Syntax: Copy Code Add(1,2) 1 = Number of the first value in addition (number or decimal datatype) 2 = Number of the second value in addition equation (number or decimal datatype) Example: Copy Code %%[ set @numbervar1 = ‘115.23’ set @numbervar2 = ‘305.46’ ]%% %%=Add(@numbervar1,@numbervar2)=%% Output: 420.69 Explanation: In the Add example above, the two variables are hardcoded with the numbers ‘115.23’ and ‘305.46.’ Adding both of those numbers together gets you the number of 420.69 (nice!) The Add function can be used for whole numbers or decimals. The datatype for these values should be a number datatype or decimal or you can hardcode the numbers as it is shown in the example above. Related functions are the Divide, Multiply, and Subtract functions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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 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

August 2, 2022in Data

26Jul

What is an ICP?

An ICP is an ideal customer profile. The ideal customer profile (ICP) defines the firmographic, environmental and behavioral attributes of accounts that are expected to become a company’s most valuable customers. An ideal customer profile describes an ideal customer for a business based on common attributes like demographics, behavior patterns, needs, and pain points. The purpose of an ICP is to help businesses focus their marketing and sales efforts on the customers that are most likely to convert. What is an example of an Ideal Customer Profile? Basically, ICP is the “type” of client (or company) and user personas are examples of people that fall under that type. For example, if you’re a SaaS company, your ideal customer might be businesses within the B2B tech industry. In Marketing Cloud Account Engagement the Ideal Customer Profile relates to the grade assigned on a prospect, based on how interested your company should be in them. What should an Ideal Customer Profile include? Your ICP should focus on relevant characteristics of your target accounts, such as: 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 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

July 26, 2022in Data, Marketing Automation, Salesforce, Salesforce Sales Cloud, Technology

21Jul

Salesforce Service Cloud Explained

Service Cloud by Salesforce serves as a customer relationship management (CRM) tool designed to support a business’s customer service team. It facilitates customer-company communication through channels such as email support, live chat, or phone, assisting customer agents in locating and resolving customer issues. Salesforce Service Cloud Details Consider your recent interactions with a business using live chat or creating a support ticket – chances are, they were utilizing a system like Service Cloud. Service Cloud is a powerful customer service platform designed to streamline and enhance customer support processes. Customer service holds the key to uplifting brand value in today’s fast-paced business world. Supplementary Products: Digital Engagement, Service Cloud Einstein, Service Cloud Voice, Customer Lifecycle Analytics, Salesforce Surveys Response Pack. SFDC Service Cloud is built to make the delivery of service easier for your agents. It is one of the most popular customer service solutions devised by Salesforce. The tools of the Service Cloud offer businesses a 360-degree view of their customers and allow them to deliver faster, smarter, and more customized experiences. They can build a connected knowledge base and manage case interactions. And enable live agent chat- all from the comfort of one platform. Depending on the previous activity data of the customers, you can have personalized interactions with them. And also upsell your services or products. Salesforce Clouds Salesforce provides six major types of clouds: Sales Cloud, Marketing Cloud, Commerce Cloud, Service, Experience Cloud, and Analytics Cloud. There are nine other types of clouds in Salesforce for specific applications and industries, including a new Vaccine Cloud for managing COVID tests and vaccines. The ever-evolving Salesforce ecosystem is growing to meet all your business needs. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. 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

July 21, 2022in Data, Salesforce, Salesforce Service Cloud

11Jul

What is Salesforce and Why is it so Popular?

What is Salesforce and Why is it so Popular? Salesforce, a software company specializing in Customer Relationship Management (CRM), has emerged as a dominant force in business technology since its establishment in 1999. It encompasses both a software package and a complete ecosystem designed to enhance and modernize various business processes. The widespread popularity of Salesforce can be attributed to its all-encompassing CRM solutions, user-friendly interface, cloud-based platform, scalability, and the robust ecosystem it has fostered. Offering comprehensive tools for managing customer data, automating processes, analyzing data and insights, and creating personalized customer experiences, Salesforce extends its reach to various solutions such as customer service, marketing automation, commerce, app development, and more. What sets Salesforce apart is its highly customizable platform, allowing users to tailor CRM according to specific requirements. Renowned for its flexibility, Salesforce offers a plethora of customizable features and functionalities, making it stand out in the business technology landscape. Many companies opt for Salesforce due to its role as a customer relationship management solution, effectively bringing together companies and customers. Positioned as an integrated CRM platform, Salesforce provides all departments, including marketing, sales, commerce, and services, with a unified view of each customer. This capability to foster collaboration and coherence across diverse business functions contributes to the widespread adoption of Salesforce by numerous companies. 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 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

July 11, 2022in Data, Marketing Automation, Salesforce, Technology

10Jul

Guide to Salesforce Field Dependencies

Salesforce provides robust tools to optimize processes, streamline workflows, and ensure data accuracy. In this guide, we’ll explore how to set up Salesforce field dependencies, implement validation rules, and use formula fields to enhance data quality and maintain data integrity across your organization. Understanding Field Dependency Field dependency in Salesforce allows you to filter and display relevant options in one picklist based on the user’s selection in another picklist. It links a controlling field and a dependent field, where the controlling field determines which values are shown in the dependent field. This helps maintain data integrity by preventing irrelevant selections, ensuring accurate and consistent data. Benefits of Field Dependencies Here’s why field dependencies are a valuable asset in Salesforce: Popular Use Cases for Field Dependencies How to Set Up Field Dependencies Best Practices for Managing Field Dependencies Conclusion Salesforce field dependencies are a powerful feature for ensuring clean data, enhancing workflows, and improving user experience. By enabling context-specific data entry, they reduce errors and save time, boosting productivity across your organization. If you need expert assistance with Salesforce configurations, Tectonic, a trusted Salesforce consultant, can help. With deep expertise in Salesforce solutions, Tectonic ensures your workflows are optimized and your Salesforce environment is perfectly aligned with your business needs. Reach out today to unlock the full potential of Salesforce for your organization. Content updated October 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 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

July 10, 2022in Data, Salesforce

09Jul

Marketing Cloud Journeys and Automations

Creating Engaging Marketing Campaigns with Journeys and Automations in Marketing Cloud-Marketing Cloud Journeys and Automations In Marketing Cloud, design and automate campaigns that lead customers through their interaction with a brand. Execute various marketing and data management tasks promptly, triggered by specific actions, or on a scheduled basis. Addressing Email Client Privacy and Non-Subscriber Activity Certain email client providers are implementing privacy changes that can affect open metrics and calculations. At Salesforce, trust is paramount, and we prioritize privacy and security. In response to evolving digital landscapes, we aim to provide solutions that enable you to adapt and succeed. While email opens traditionally signal customer interest, evolving privacy options may diminish their reliability as engagement indicators. Leveraging Automation Studio Utilize Automation Studio to streamline email sends, queries, imports, and more within Marketing Cloud Engagement. Craft workflows, simple or intricate, to automate marketing and data management tasks based on your specified criteria. Harnessing Journeys and Messages Journey Builder, a pivotal campaign planning tool in Marketing Cloud Engagement, empowers you to design and automate campaigns guiding customers along their brand journey. At its core lies the journey, serving as your communication blueprint. Canvas activities within Journey Builder dictate communication methods and guide contacts through the journey. Contacts enter via entry sources, and the journey continuously evaluates them to progress to the next activity. Utilizing Behavioral Triggers Employ Marketing Cloud Engagement to target customers who abandon items or services before purchase. Configure the flow of behavioral data into data extensions for email sends and journeys, a strategy known as Behavioral Triggers. This approach leverages behavioral data to engage customers effectively throughout their journey. 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 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

July 9, 2022in Data, Marketing Automation, Salesforce, Salesforce Marketing Cloud, Salesforce Optimization

07Jul

Salesforce Enhanced Analytics

Build your business on the foundation of actionable data. With Salesforce Einstein Analytics, you can uncover insights, refine strategies, and drive success—all while staying ahead in the ever-evolving digital landscape.

July 7, 2022in Artificial Intelligence, Data, Salesforce, Salesforce Einstein

02Jul

Considerations for Prefilling the Email Field in Forms

Considerations for Prefilling the Email Field in Forms When setting up forms, you can enable the email field to prefill automatically with the prospect’s email address (if they are already cookied). Before making this decision, it’s important to weigh the benefits and drawbacks. Pros of Prefilling Prefilling the email field provides a more seamless experience for prospects who frequently engage with your content or fill out multiple forms. It reduces the need for them to repeatedly enter their email address, streamlining their experience. Cons of Prefilling While prospects may know they are being tracked online, they often don’t fully understand the extent or specifics of how it works. As marketers, our understanding of browser cookies and tracking data can sometimes differ from the typical user’s perspective, leading to confusion. Here are a few scenarios where prefilling the email field could cause discomfort: Our Recommendation We recommend enabling prefill for the email field when appropriate. This helps maintain clean, accurate prospect data and minimizes errors. If a prospect sees incorrect information prefilled, they can use the “Not You?” option (available in step 3 of the Form Wizard) to correct it. How to Enable or Disable Prefilling To manage prefill settings for the email field, follow these steps: Important Notes Content updated November 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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 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

July 2, 2022in Data

29Jun

Forecasting Tools

Leveraging Technology and AI for Accurate Sales Forecasting Sales forecasting is essential for business success, helping organizations allocate resources, set goals, and anticipate challenges. However, forecasting is inherently complex, involving uncertainty, variability, and vast datasets. By leveraging modern tools and AI-powered technologies, businesses can streamline this process, improve forecast accuracy, and drive better decision-making. This section explores the benefits of using technology for sales forecasting, highlights key tools available in the market, and discusses how AI enhances forecasting and analytics for B2B sales. Benefits of Technology in Sales Forecasting Tools for Enhanced Sales Forecasting AI’s Role in Revolutionizing Sales Forecasting AI-driven tools enable businesses to overcome traditional forecasting limitations, offering several advantages: AI Tools for Sales Forecasting Conclusion Harnessing technology and AI for sales forecasting transforms the process from a time-consuming challenge to a strategic advantage. By adopting visualization tools, automation, and AI-powered insights, businesses can generate reliable projections, optimize decision-making, and position themselves for success in dynamic markets. Content updated November 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 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

June 29, 2022in AI Tools, Data, Google, Salesforce, Salesforce Einstein, Technology

19Jun

Case Study: Service Cloud Marketing Cloud Hospitality

Resort company builds loyalty and drives sales increase across all sites using data and segmentation. hospitality salesforce service marketing case study. Industry: Hospitality Located at the epicenter of Honolulu’s most exciting neighborhoods, resort offers guaranteed oceanfront panoramic views in guestrooms and luxury suites. The hotel also has its own golf course. Problem: Implemented : Technologies integrated : Our solution? Results: Tectonic has assisted customers in generating a live view of their visitors so they can pleasantly surprise and amuse them with customized service during every engagement. Salesforce offers customized solutions for the travel and hospitality industries, assisting companies in this field to provide outstanding client experiences, optimize workflows, and spur expansion. These solutions make use of the Salesforce Customer 360 platform to improve communication, organize data, and give visitors a customized experience. Salesforce offers digital transformation technology for travel, tourist, and hospitality industries. If you are considering a Salesforce hospitality 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 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

June 19, 2022in Data, Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce Success Stories, Technology

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