Insights - gettectonic.com - Page 107
Create Approval Process in Salesforce
06Dec

Create Approval Process in Salesforce

Implementing a Salesforce Approval Process: Options and Considerations to Create Approval Process in Salesforce An approval process is necessary for: This insight explores top options for implementing a Salesforce approval process within your company. Option 1: Manual Email or Slack Notifications The classic approach involves emailing or using Slack to request approvals. It’s straightforward and free, making it accessible for teams handling fewer approval requests. Pros: Cons: Option 2: Google Sheets Integration Another method involves using Google Sheets to manage approvals. Sales reps and managers input deal details for approval and track status in a centralized document. Pros: Cons: The drawback of both methods is their manual nature and limited integration with Salesforce, which can hinder sales workflow efficiency and lead to approval delays. Option 3: Salesforce Approvals Salesforce provides a native approval functionality where users create processes (e.g., discount matrices) requiring multiple stakeholders to approve at designated levels. Pros: Cons: While Salesforce Approvals streamline the process compared to manual methods, they still rely on user actions for notifications and responses, lacking full automation. Choosing the Right Option Evaluate each method’s pros and cons to determine the best fit for your company’s needs. Consider: By establishing a dynamic approval process aligned with your business requirements, you can empower your sales team to focus more on client acquisition and less on administrative tasks. Choose wisely to optimize efficiency and decision-making within your organization. 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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December 6, 2022in Salesforce
Salesforce Asset Managment
05Dec

Create an Asset in Salesforce Asset Management

Assets, such as refrigerators or freezers strategically placed at retail stores or customer locations, serve to enhance sales. As the owner of these assets, you bear responsibility for their maintenance, repair, and required services. Efficient asset management not only reduces customer complaints but also elevates your brand value. Active tracking of asset conditions enables better budgeting, minimizes losses, and ensures employee safety. Create an Asset in Salesforce Asset Management. Assets also may be not for sale items like vehicles, MRIs, or computers etc that you use in the company but have to manage like an asset. The serial number of an asset serves as its unique identifier, generated based on the asset template and type. Asset templates outline generic characteristics, including an asset type with specific details. Admins create templates related to products, ensuring alignment between the asset type and product type. For instance, an asset template like “Single Door Fridge” can be created, with an asset type named “Single Door Fridge in Red.” To facilitate asset service requests, a field service team can utilize customer task templates for tasks such as repair, maintenance, retirement, and replacement. Assets are associated with a sales organization, and the sales org of an asset must match the customer’s sales org. Assets can also be linked to an account and its associated Point of Sales (POS), with distinctions outlined between assets and POS. Create an Asset in Salesforce Asset Management Creating an asset record involves defining details like manufacturer and manufacturing year, with the addition of a serial number or tag for easy identification. Assets can be associated with an account and its related point of sale, or linked to a product to enable sales representatives to place orders. To initiate tracking of products sold to customers, customization of asset page layouts and editing object permissions is recommended. Asset types, treated as Product records, can be created for classification purposes. Effective asset lifecycle management, encompassing planning, acquisition, utilization, maintenance, and disposal, is crucial for organizational efficiency. In Salesforce, assets are created through Salesforce CPQ by selecting “Contracted” on an opportunity or order. The asset creation process varies based on the account’s renewal model and the asset conversion field’s value on the product contracted. Salesforce CPQ, or Configure Price Quote software, empowers sales reps to generate quotes with customized product and pricing configurations based on buyer needs. It synchronizes all interactions with a deal’s documents within the Salesforce CRM. Salesforce asset management allows representatives to track customer purchases relevant to their organization’s products. It provides quick responses to recent purchase inquiries by checking ordered items. The customizable asset management tools by Salesforce are applicable across various industries and offer significant ROI. Linking assets together under parent groupings enhances accessibility, optimizing asset management for a competitive edge and maximum team productivity. Like1 Related Posts 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 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 PII Explained Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom Read more Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more

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December 5, 2022in Salesforce Asset Management, Salesforce CPQ, Salesforce Health and Life Sciences Solutions, Salesforce Manufacturing Automotive Energy
Cloud Technology Providers
02Dec

Cloud Technology Providers

Exploring Cloud Computing and the Leading Cloud Technology Providers The concept of cloud computing has evolved significantly over the past 60 years, with its modern form emerging in 2002 when Amazon, seeking efficient marketplace expansion, laid the groundwork for what we know today. Amazon Web Services (AWS), its cloud services subsidiary launched in 2006, now stands as the largest Cloud Service Provider (CSP) globally. This insight digs into the cloud infrastructure market landscape, spotlighting dominant players and more. What is a Cloud Service Provider? A Cloud Service Provider (CSP) leases technology, infrastructure, and expertise to businesses and individuals for cloud computing purposes, spanning online storage, compute, and networking accessible via the Internet. CSPs manage and operate multiple global data centers housing physical infrastructure like servers, hard drives, and cooling systems. Users worldwide can access this cloud infrastructure anytime, anywhere, purchasing capacity on a pay-as-you-go basis (usage-based pricing). Key Benefits of Using a CSP vs. Building On-Premises Companies often opt against building in-house cloud infrastructure due to cost, expertise requirements, and ongoing maintenance. Leveraging a robust CSP delivers numerous advantages, such as: CSPs also handle infrastructure testing, updates, security, and optimization, freeing businesses to focus on core operations. However, some challenges come with this cloud model. Challenges of Using a Cloud Technology Providers Primary challenges of CSPs include: Market Share of the Big Three CSPs (AWS, Azure, GCP) Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) collectively dominate the cloud infrastructure market, holding 66% market share globally, according to Synergy Research Group. Key Cloud Technology Providers in 2023 Leading cloud providers enabling global innovation include: Cloud computing continues to evolve, with market leaders and niche players alike driving innovation and transformation across industries. Content updated December 2023. 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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December 2, 2022in Salesforce
Salesforce Service Cloud
01Dec

Salesforce Service Cloud Explained

Service Cloud, developed by Salesforce, functions as a powerful customer relationship management (CRM) tool explicitly tailored to bolster a business’s customer service operations. This platform streamlines communication between customers and companies, utilizing channels such as email support, live chat, and phone interactions to aid customer agents in promptly identifying and resolving customer issues. Service Cloud, as a comprehensive customer service platform, empowers businesses to effectively manage and resolve customer inquiries and issues. Its huge array of features encompasses case tracking, social networking plug-ins for conversion, and analytics. If you’ve recently engaged with a business through live chat or created a support ticket, chances are they were leveraging a system like SFDC Service Cloud. Revolutionize the way your service teams provide value across every customer touchpoint, encompassing customer experience, engagement, processes, automation, and service operations. By reimagining service with Service Cloud, businesses can enhance customer lifetime value, reduce operational costs, and optimize efficiency—from the contact center to the field. Achieve personalized support at scale with trustworthy Artificial Intelligence. Integrate every customer service process into the Einstein 1 Platform to decrease costs and boost productivity. Service Cloud provides businesses with a 360-degree view of their customers, enabling the delivery of faster, smarter, and more tailored experiences. Businesses can establish a connected knowledge base, manage case interactions, and facilitate live agent chat—all within a unified platform. Leveraging customer’s past activity data allows for personalized interactions and opportunities for upselling services or products. It’s important to note the distinction between Salesforce Sales Cloud and Service Cloud. Sales Cloud focuses on the sales process, managing leads, opportunities, and sales forecasts. On the other hand, Service Cloud is dedicated to addressing customer inquiries and cases, emphasizing exceptional customer service and support. Important Features of Service Cloud Custom Reports and Dashboards Utilizing real-time reports within SFDC Service Cloud empowers business owners to access a comprehensive case history of customers, facilitating informed decision-making. The associated dashboard provides professionals with a 360-degree view, enabling easy tracking of customer information and cases for efficient problem-solving. Salesforce Lightning Service Console The Salesforce Service Cloud console consolidates customer data across multiple devices and channels. It provides a unified view of customer interactions, encompassing emails, chats, social media mentions, and phone calls. Salesforce Service Cloud Case Management A case management system collects and organizes customer service interactions from various channels, allowing agents to respond promptly. Automated Case Routing Automation in case routing expedites resolutions by assigning tasks to personnel based on qualifications and skills, managing tasks across multiple service channels. Social Customer Service Empowering customer teams, Social Customer Service handles user queries on social media channels and directs them to relevant agents, offering a 360-degree view of customers. Asset and Order Management Tracking orders, assets, and support history in one place provides a comprehensive view, enabling personalized services and enhancing customer satisfaction. Telephony Integration Integrating with Computer Telephony Integration (CTI) systems boosts agent productivity, allowing viewing of customer information without picking up the phone. Benefits of Salesforce Service Cloud: Supplementary Products: Digital Engagement, Service Cloud Einstein, Service Cloud Voice, Customer Lifecycle Analytics, Salesforce Surveys Response Pack. Are you ready to achieve the best in customer service with Salesforce Service Cloud?  Contact Tectonic today to learn more. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Content updated September 2023. 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 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 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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December 1, 2022in Salesforce Development Services, Salesforce Einstein, Salesforce Service Cloud
Salesforce Marketing Cloud Advertising Studio
30Nov

How to Connect Pardot and Ad Studio in Salesforce

How to Establish Connectivity Between Pardot and Ad Studio-Connect Pardot and Ad Studio in Salesforce Requirements Connecting Pardot and Ad Studio involves tasks across Salesforce, Pardot, and Marketing Cloud. Unfortunately, it’s not a straightforward ‘plug and play’ solution and may necessitate a Salesforce Partner like Tectonic, especially for those less advanced in the platform. If you choose to proceed independently, ensure you meet the following requirements: If any of these requirements are not met, collaboration with other Salesforce admins and Pardot/Marketing Cloud users may be necessary to complete the following tasks. It is advisable to follow the tasks in order, as those within Salesforce and Pardot must be done before finalizing the setup in Marketing Cloud. Salesforce Tasks Pardot Tasks Decide how Pardot prospects sync with the Salesforce campaign. Options include: Choose a method based on your Pardot setup. For example, adding new subscribers to a LinkedIn advertising campaign using Automation Rules. Marketing Cloud Tasks Configuration involves three parts: The setup is now complete, and Pardot and Advertising Studio are connected. New prospects in Pardot added to the Salesforce campaign will automatically update the Advertising Audience based on the sync frequency set. Connect Pardot and Ad Studio in Salesforce Like Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more 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 Overlooked Costs of a Salesforce Implementation Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding Read more

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November 30, 2022in Salesforce Marketing Cloud, Salesforce Marketing Cloud Advertising
What's Up With Whatsapp
29Nov

Whats Up With Whatsapp?

Salesforce and WhatsApp Forge Alliance to Revolutionize Global Customer Engagement. Whats Up With Whatsapp today? In a groundbreaking collaboration, Salesforce and Meta have joined forces to redefine how individuals and businesses interact on a global scale. Salesforce will introduce WhatsApp-first business messaging to its customers, presenting a novel avenue for sales, marketing, and support initiatives directly within conversational threads. This strategic partnership aims to elevate customer engagement, expedite sales processes, and enhance customer support outcomes through seamless, real-time interactions. Messaging represents the forefront of customer engagement, emerging as the preferred channel for communication among consumers worldwide. A staggering 90% of customers emphasize the significance of the experience a company offers, placing it on par with the quality of its products or services. Moreover, a substantial 66% of online adults across the globe favor messaging as their primary mode of communication with businesses. At Dreamforce 2022, Salesforce and Meta announced their strategic collaboration, paving the way for Salesforce customers to establish direct connections with their clientele and craft innovative messaging experiences on WhatsApp. This integration will facilitate modern, convenient, and personalized interactions between individuals and businesses, transcending traditional boundaries across marketing, commerce, and service domains. Leveraging the groundbreaking Salesforce Genie data platform, companies can engage their customers through tailored, real-time interactions, bolstered by seamless integration with Facebook and Instagram. Whats Up With Whatsapp This transformative integration empowers brands to effortlessly customize their interactions, delivering timely responses, comprehensive support, and effective product promotions. By catering to customer preferences for convenience and personalization, businesses can significantly enhance engagement, loyalty, and overall satisfaction. Leading brands like L’Oréal are poised to revolutionize customer engagement through WhatsApp-branded experiences, enabling faster, more immersive interactions and 24/7 support within messaging threads. As Asmita Dubey, Chief Digital & Marketing Officer at L’Oréal, affirms, this innovative solution presents an unparalleled opportunity to drive conversational commerce and foster deeper engagement with customers in the beauty industry. Messaging represents a pivotal frontier in customer engagement, offering a direct and preferred channel for interaction. With the integration of WhatsApp into Salesforce’s Marketing Cloud, Service Cloud, and Commerce Cloud applications, businesses can seamlessly integrate promotional and customer service messaging, further enhancing customer engagement and loyalty globally. The innovative features offered through WhatsApp-first business messaging, coupled with the robust capabilities of Salesforce’s suite of applications, enable brands to craft personalized customer experiences at scale. By leveraging AI-driven insights and automation, businesses can streamline sales and service conversations, leading to improved efficiency and customer satisfaction. Furthermore, customizable message templates, interactive elements, and stringent privacy measures ensure that every interaction on the platform is tailored, secure, and aligned with customer preferences. Through this strategic alliance, Salesforce and WhatsApp are poised to empower businesses worldwide to deliver personalized, conversational experiences that drive sales, enhance customer service, and foster lasting connections with customers across diverse markets. As Michael Affronti, General Manager of Messaging at Salesforce, succinctly summarizes, “WhatsApp-first business messaging enables every Salesforce customer to provide personal and conversational experiences that increase sales, improve customer service, and engage customers wherever they are.” Availability: The Salesforce Integration with WhatsApp Business Platform for Marketing Cloud is slated to be generally available in December 2022, with additional integrations expected to follow in subsequent months. *Based on Business Messaging Usage Research by Kantar; April 2022. Get in touch with your customers via the world’s most popular messaging app. Connect your business to the WhatsApp Business API. And unlock all the features that will boost your business. Setting Up WhatsApp in Service Cloud Enable your support team to assist customers via WhatsApp by creating a Messaging channel. Customers can reach out to your company through the mobile or desktop app, and agents can respond directly from the Service Console. Required Editions: Available in Lightning Experience. Explore Enhanced WhatsApp Channel Capabilities: In an enhanced WhatsApp channel within Salesforce, your support team gains access to a suite of messaging tools designed to efficiently resolve customer issues. Agents and enhanced bots can communicate with customers using various formats, including voice messages, different file types, and questions with clickable options. If necessary, agents can transfer customers to other agents, queues, or Omni-Channel routing flows, or mark a session as inactive if the customer becomes unresponsive. Additional features such as read and delivery receipts, typing indicators, flag raise, and supervisor whisper empower agents to manage their workload effectively. Moreover, agents can initiate messaging sessions with customers, while administrators can utilize flows to send automated notifications based on approved WhatsApp templates. Starting an Active WhatsApp Conversation from the Service Console: You can create one or multiple enhanced WhatsApp channels via the Messaging Settings page in Setup, with each channel associated with a distinct messaging platform number. Important Notes: Standard WhatsApp channels are set to retire in mid-2025 due to WhatsApp API changes. As of July 1, 2024, creating new standard WhatsApp channels is no longer possible. To prevent service disruptions, it’s recommended to upgrade existing standard channels to enhanced ones before July 30, 2025. Refer to Considerations for Upgrading or Migrating to Enhanced WhatsApp for further details. Getting Started: From the WhatsApp VP of Business Messaging at Meta New integration will help businesses build experiences to chat with customers on WhatsApp, while being able to manage communication directly from the Salesforce platform. We want more people to benefit from faster, richer interactions, and we continue to invest in ways to make it quick and easy for businesses to get up and running on the platform. Today we’re taking a big step in making our WhatsApp Cloud API’s powerful capabilities easily available to all Salesforce customers globally, through a new partnership that will enable these businesses to offer new experiences right on WhatsApp and easily manage these across Salesforce Customer 360 applications. Messaging is quickly becoming the go-to way for businesses to communicate with their customers. Already, more than one billion users connect with a business account across Meta’s messaging services every week, and this pace is only accelerating. Earlier this year, we opened up the WhatsApp Business Platform to

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November 29, 2022in Salesforce
revenue cloud
28Nov

CPQ Revenue Cloud Billing Salesforce

Unleash the Power of Salesforce CPQ for Seamless Product Configuration: CPQ Revenue Cloud Billing Salesforce Maximize the potential of Salesforce CPQ to effortlessly configure all your products. Empower sales representatives with the knowledge to provide accurate quotes through guided product discovery, solution selling, and advanced configuration logic. Boost sales productivity by seamlessly integrating configure, price, and quote capabilities into your CRM system. Quickly generate quotes with guided selling flows, product bundles, and discounting rules while ensuring business risk mitigation through built-in controls, approval workflows, and compliance measures. CPQ Revenue Cloud Billing Salesforce: Elevate your sales operations with Salesforce CPQ and Revenue Cloud, driving growth and efficiency across all sales channels while ensuring seamless customer interactions and comprehensive revenue management. 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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November 28, 2022in Salesforce, Salesforce CPQ, Salesforce Manufacturing Automotive Energy, Salesforce Revenue Cloud, Salesforce Sales Cloud
Einstein Chatbot Salesforce
23Nov

Einstein Chatbot Salesforce

Salesforce users have two options for creating a chatbot: either using an external platform and integrating the final product through Salesforce Lightning, or directly developing it within Salesforce Einstein Bot. Salesforce prioritizes empowering customers to create applications without the need for coding. Einstein Chatbot Salesforce. Einstein Bots utilize Artificial Intelligence (AI) to enhance the customer service experience across various channels such as SMS, Chat, Slack, Facebook Messenger, and WhatsApp, supporting conversations in multiple languages. They offer personalized and intelligent service by leveraging AI-powered chatbots integrated directly into the CRM. With just a few clicks, users can expedite issue resolution and boost productivity by utilizing AI-generated responses or automating routine tasks with bots integrated into Salesforce data. These secure, multilingual bots can be deployed on enhanced messaging channels, including in-app, web, and third-party platforms, as well as Slack and the Einstein Bots API. Creating an Einstein Bot: Enhanced Features for Einstein Bots: Einstein Bots offer various benefits: Salesforce Einstein Chatbots provide a valuable solution for organizations aiming to streamline customer service, reduce case volume, and enhance overall customer experience across diverse channels and languages. 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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November 23, 2022in Salesforce Einstein
Salesforce Sales Cloud
22Nov

Preparing Salesforce Sales Cloud Data for Salesforce Einstein

Data quality holds significant importance in your CRM, even in the absence of AI, as it aids sales representatives in enhancing efficiency, fostering customer trust, and utilizing Salesforce more effectively. preparing Sales Cloud Data for Salesforce Einstein When AI is integrated, the significance of data quality is further heightened. The predictive models underlying Sales Cloud Einstein rely on your Salesforce data; hence, having complete and accurate data is crucial for Einstein to provide optimal predictions, recommendations, and insights. However, data quality isn’t the sole factor in the AI equation—data quantity is equally vital. Sales Cloud Einstein leverages machine learning to identify patterns in vast data sets, and these patterns yield reliable intelligence. To facilitate pattern identification, Sales Cloud Einstein requires a substantial amount of historical data. Einstein Readiness Assessor The Einstein Readiness Assessor is a tool that evaluates whether you meet the prerequisites for specific Sales Cloud Einstein features. This tool analyzes your Salesforce implementation, generating a personalized report indicating which Einstein features you can use immediately and which ones need further preparation. When analyzing your data, your Salesforce administrator should focus on identifying missing records, duplicate records, data standardization issues, incomplete records, and stale data. Dimensions such as age, completeness, accuracy, consistency, duplication, and usage can be used to assess data quality. To address data quality issues, the Salesforce AppExchange offers various packages and tools that provide access to reports and dashboards with just a few clicks. Once you’ve assessed the health of your data, you can develop and implement a data management plan. A typical plan establishes standards for creating, processing, and maintaining data, including naming conventions, formatting for dates and money, and standardizing field data with picklists. Workflows and Automations Workflows and automations should be implemented around processes for record creation, reviewing, updating, and archiving to maintain data integrity. Company-wide standards for data quality, ownership, responsibility for changes, and notifications for data changes should be established. Appropriate privacy levels for data, considering regulatory, legal, and contractual requirements, along with roles and permission sets for users, should be determined and set up. Monitoring, with an outlined process for quality control of data, is essential to ensure that your Salesforce data remains Sales Cloud Einstein ready. This includes determining the frequency, scope, owners, and checks for updating data, preventing duplicates, merging records, adding records, and archiving records. Preparing Sales Cloud Data for Salesforce Einstein Salesforce’s flexibility allows customization to support your company’s data management plan. Ensure all required fields for your business are mandatory in Salesforce, and use validation rules and data governance to enforce correct entries for numeric fields. Workflow rules can automate standard internal procedures and processes, saving time and preventing human error. Modify page layouts to display only relevant data to users, and use data enrichment tools available through Data Apps on the AppExchange to append data accurately. Duplicate management tools built into Salesforce help prevent the creation of new duplicates, contributing to accurate and healthy data. Data integrity, encompassing security, accuracy, and overall data quality, is crucial for every measurable success metric in your business, whether you use Salesforce as a standalone tool or in conjunction with add-ons like Sales Cloud Einstein. If the task of getting your Salesforce data Sales Cloud Einstein ready is overwhelming, the Tectonic team offers assistance. For those starting to implement Salesforce, Tectonic’s Salesforce Quickstarts are worth exploring. 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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November 22, 2022in Einstein Insights, Salesforce Sales Cloud
Email Objectives
21Nov

Email Objectives

Gain clarity on your email marketing objectives. What specific targets does your email program need to achieve? Is it aiming for a 5% increase in the subscriber base over the next six months? Or perhaps it’s focused on reducing unsubscribes or boosting clicks to conversions? Understanding your email marketing objectives is akin to wielding a secret weapon for small businesses and B2B marketing, enabling them to cultivate and nurture robust relationships with their audience. Every successful email marketing campaign owes its triumph to well-defined goals and objectives. Without these guiding stars, even the most compelling emails risk falling flat or veering off course. This article delves into the pivotal importance of establishing clear targets in email marketing and provides insights into crafting them for optimal impact. Without a clear direction, you may inadvertently inundate your subscribers with emails solely focused on immediate conversions. Over-emailing without established objectives can lead to subscriber fatigue, ultimately tarnishing your customer file. Email marketing objectives revolve around creating and disseminating valuable content that resonates with the audience. Whether it’s newsletters, product updates, helpful information, or industry insights, the aim is to deliver content that adds value to the recipient’s experience. Understanding SMART Goals for Email Campaigns Your email campaign goals should be SMART: Specific: Define precise goals like “Increase email open rates by 15%.” Measurable: Quantify your objectives, such as “Generate 500 new leads through email sign-ups.” Achievable: Ensure your goals are feasible with the resources at your disposal. Relevant: Align your goals with your overall marketing strategy and business objectives. Time-Bound: Set deadlines, for instance, “Achieve a 10% click-through rate within the next two months.” Incorporating SMART email campaign goals allows you to plan activities effectively and allocate resources for success. Here are some examples of SMART email marketing goals: Increase email open rates by 10% within the next six months. Generate $10,000 in revenue from email marketing within the next three months. Achieve a 5% conversion rate on our email marketing campaigns within the next year. Grow our email list by 500 subscribers within the next quarter. Improve customer engagement with our emails by sending at least two emails per month to our subscribers. Regularly monitor your progress by reviewing the performance of your emails. Analyze aggregated data, campaign categories, and individual email sends to identify top-performing content. Incorporate successful strategies into other campaigns and compare your findings against benchmarks. Share insights with your broader organizational partners. What is a KPI in Email Marketing? Key Performance Indicators (KPIs) are measures of various aspects of an email campaign’s performance. Tracking email KPIs provides insights into who opens your marketing emails and who forwards them to other contacts. The Consequences of Ambiguous Objectives in Email Marketing In online communication, having clear objectives is paramount. Unclear goals are akin to embarking on a journey without a map, leading to significant challenges in email marketing. Here’s why: Mixed-Up Marketing: Unclear goals can result in scattered marketing efforts, confusing or deterring potential customers. Wasting Time and Money: Lack of clarity may lead to misallocation of resources, causing missed opportunities and inefficiencies. Loss of Trust: Subscribers expect valuable content. Unclear goals may result in content that doesn’t meet expectations, eroding trust and credibility. In summary, while the pace of email marketing may be swift, unclear goals can precipitate numerous challenges. Clarity and focus are essential to mitigate these issues and drive better results. Email marketing transcends mere message exchange; it represents a strategic journey laden with specific goals. Inform: Provide subscribers with useful and pertinent information to establish trust and credibility. Attract: Expand the subscriber base by creating engaging campaigns and leveraging lead magnets. Engage: Foster active interaction with subscribers by delivering compelling content that prompts them to open, click, and respond. Guide: Lead subscribers through various stages of the customer journey, nurturing leads and facilitating conversions. Nurture: Build and maintain relationships with subscribers by understanding their needs and preferences, tailoring content to cultivate long-term loyalty. Convert: Prompt recipients to take specific actions, solidifying the impact of the email marketing strategy. Each email serves as a narrative and an opportunity for businesses to connect with their audience. By setting clear goals, email marketing campaigns can be purposeful, effective, and aligned with overarching business objectives. 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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November 21, 2022in Salesforce
Salesforce Integration
19Nov

Salesforce Implementation Services

As certified experts, Tectonic offers comprehensive Salesforce implementation, management, and support services. Seek professional guidance from a trusted Salesforce Partner. Tectonic’s Salesforce implementation services encompass consulting, configuration, customization, migration, integration, support, and more. With over a decade of experience in CRM development, Tectonic assists companies in implementing robust Salesforce solutions that empower their sales, customer service, and marketing processes. Who participates in Salesforce implementation? The implementation team should include sales agents, customer service representatives, IT experts, marketers, general users, and business administrators. And of course, your Salesforce implementation partner. As an experienced Salesforce Partner, we follow a proven six-phase approach to ensure project success: Kickoff, Discovery, Build, Test, Deploy, and Service. Is it possible to implement Salesforce independently? Yes, but, we strongly discourage attempting a solo Salesforce implementation, especially if you are new to the platform. While Salesforce provides an admin-friendly interface, the risk of creating a non-scalable solution is high without expert guidance. Do you need a Salesforce implementation partner? In cases involving large-scale projects requiring a team of 10+ Consultants, engaging a Certified Implementation Partner is recommended. What are the critical success factors for Salesforce implementation? A well-defined strategy aligned with business goals, user training, effective data migration, proper customization, ongoing support, user adoption, clear communication, and commitment to continuous improvement are crucial elements. How long does Salesforce implementation take? On average, implementation for core products like Sales Cloud takes 5 to 12 weeks. The timeline may extend for a few months with add-ons or highly customized projects. How challenging is Salesforce implementation? Implementing Salesforce can be challenging and overwhelming, with up to 70% of CRM platform implementations facing difficulties. Salesforce itself recommends working with a Salesforce Implementation partner. One of the biggest challenges with the Salesforce platform is that it is highly customizable, this is not software you install and run with. Being highly customizable, however, is also why Salesforce is the number one CRM solution in the world. Why do Salesforce implementations fail? Failures in Salesforce implementations can result from fundamental data problems such as incomplete, inaccurate, or duplicative data, leading to issues like poor customer experience and incorrect budget forecasting. The lifecycle of Salesforce development involves planning, design, development, testing, deployment, and maintenance phases. The development process includes analyzing requirements, designing a solution, building and testing, and deploying it to end users. Is it time to explore bringing in a Salesforce implementation partner? Contact Tectonic today. 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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November 19, 2022in Data, Salesforce, Salesforce Implementation Services
Journey to Data-Driven
17Nov

Journey to Data-Driven

Data is the new fuel for business, powering your ability to report, analyze, and optimize processes, ultimately unlocking significant value. With the advent of technologies like AI, you can mine your data even more thoroughly, uncovering white space opportunities and identifying new markets. Data empowers you to evolve into a responsive, intelligent enterprise. However, achieving this transformation requires more than just collecting data and pressing play. Becoming a Data-Driven Intelligent Enterprise To truly become a data-driven and data-centric intelligent enterprise, there are several critical steps you must take. First, you need an intelligent platform that integrates your data across the entire value chain, breaking down silos between lines of business (LOBs) and their respective applications. This platform should offer transparency and generate real-time, data-driven insights to support fast decision-making and continuous improvement. It should not only enhance your processes but also predict and improve the quality of your products or services. The journey begins with establishing a powerful platform that integrates business processes and provides a single source of truth. The next step is leveraging cloud technologies to advance your data-driven capabilities. This architecture allows you to quickly adopt and integrate innovative technologies like AI, blockchain, or IoT. To fully realize the potential of an intelligent enterprise, you need an intelligent and automated platform—specifically, a modern data platform that unifies all your data. Why is this important? An integrated data platform enables you to identify cross-references between data sets from diverse sources, uncovering insights that manual analysis might miss. This platform should integrate data from sensors, documents, social media, IT applications, production lines, machinery, external sources, and other media. Integrating data across silos unlocks insights you didn’t know you needed and ensures you maintain high standards for the quality of your processes, products, and services. However, to effectively extract and analyze this wealth of data, you’ll need a robust framework that delivers faster, more precise, and more efficient insights. Our experts are here to help you build this framework and guide your journey toward becoming a truly intelligent enterprise. 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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November 17, 2022in Salesforce
Salesforce CDP
16Nov

CDP Salesforce

What is a CDP in Salesforce? A customer data platform (CDP) is an application that gathers, organizes and enriches data from multiple sources, while being marketer-centric, versus sales/service-centric like a CRM. It is a key enabler to organizations that want to maximize return on all the data they have collected and own around their customers. The CDP combines all the data from all the sources in real time so you can make hyper-personalized offers and experiences that feel like magic. This means connecting all the customer data back to email engines, demand-side platforms, and content management systems. What is the difference between Salesforce Genie and CDP? SFDC CDP follows the audience segmentation + data activation protocols. Salesforce Genie allows for data unification and identity resolution. Is CDP same as data cloud? Data Cloud shares the same purpose and benefits that CDPs deliver – however Data Cloud is not the same as the technology that was formerly Salesforce CDP. Data Cloud takes CDP’s capabilities, and extends the benefits right across the “Customer 360” (i.e. Salesforce’s product portfolio). What can a Customer Data Platform do for your brand? CDPs connect customer data so every team has insight into how a customer interacts with you on every platform. 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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November 16, 2022in Data, Google, Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Technology
tectonic logo
14Nov

AI Large Language Models

What Exactly Constitutes a Large Language Model? Picture having an exceptionally intelligent digital assistant that extensively combs through text, encompassing books, articles, websites, and various written content up to the year 2021. Yet, unlike a library that houses entire books, this digital assistant processes patterns from the textual data it undergoes. This digital assistant, akin to a large language model (LLM), represents an advanced computer model tailored to comprehend and generate text with humanlike qualities. Its training involves exposure to vast amounts of text data, allowing it to discern patterns, language structures, and relationships between words and sentences. How Do These Large Language Models Operate? Fundamentally, large language models, exemplified by GPT-3, undertake predictions on a token-by-token basis, sequentially building a coherent sequence. Given a request, they strive to predict the subsequent token, utilizing their acquired knowledge of patterns during training. These models showcase remarkable pattern recognition, generating contextually relevant content across diverse topics. The “large” aspect of these models refers to their extensive size and complexity, necessitating substantial computational resources like powerful servers equipped with multiple processors and ample memory. This capability enables the model to manage and process vast datasets, enhancing its proficiency in comprehending and generating high-quality text. While the sizes of LLMs may vary, they typically house billions of parameters—variables learned during the training process, embodying the knowledge extracted from the data. The greater the number of parameters, the more adept the model becomes at capturing intricate patterns. For instance, GPT-3 boasts around 175 billion parameters, marking a significant advancement in language processing capabilities, while GPT-4 is purported to exceed 1 trillion parameters. While these numerical feats are impressive, the challenges associated with these mammoth models include resource-intensive training, environmental implications, potential biases, and more. Large language models serve as virtual assistants with profound knowledge, aiding in a spectrum of language-related tasks. They contribute to writing, offer information, provide creative suggestions, and engage in conversations, aiming to make human-technology interactions more natural. However, users should be cognizant of their limitations and regard them as tools rather than infallible sources of truth. What Constitutes the Training of Large Language Models? Training a large language model is analogous to instructing a robot in comprehending and utilizing human language. The process involves: Fine-Tuning: A Closer Look Fine-tuning involves further training a pre-trained model on a more specific and compact dataset than the original. It is akin to training a robot proficient in various cuisines to specialize in Italian dishes using a dedicated cookbook. The significance of fine-tuning lies in: Versioning and Progression Large language models evolve through versions, with changes in size, training data, or parameters. Each iteration aims to address weaknesses, handle a broader task spectrum, or minimize biases and errors. The progression is simplified as follows: In essence, large language model versions emulate successive editions of a book series, each release striving for refinement, expansiveness, and captivating capabilities. 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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November 14, 2022in Data, Salesforce, Salesforce Einstein, Technology
Salesforce Managed Services
11Nov

Salesforce Managed Services

Salesforce is as a powerful CRM platform, streamlining operations, boosting productivity, and enhancing customer satisfaction. Nevertheless, the task of maintaining and optimizing a Salesforce org poses challenges for any business, no matter how large the IT team. To surmount these obstacles, many enterprises are turning to SFDC Managed Services.  Managed Services are a cost-effective solution to remote system administration and development providing maximum flexibility. Salesforce Managed Services Managed Services is the outsourcing of Sales, Marketing, and/or Customer Success functions to a certified Salesforce partner.   Your Salesforce MSP will provide optimal functionality to your Salesforce instance with minimal costs and hassle.  A Managed Services Provider can handle everything from installation and customization to ongoing administration and configuration in your org. Managed services entail an outsourcing model that delegates specific processes and functions to a third-party provider, aiming to optimize operations and reduce costs. This proactive approach concentrates on averting issues before they arise. With Managed Services, businesses gain access to the expertise of a dedicated Salesforce team, alleviating the complexities of hiring, managing, and retaining in-house employees. Avoiding the knowledge loss associated with employee turnover. This continuous support and maintenance solution enables businesses to keep their Salesforce org in optimal condition, aligned with their evolving needs. It also delivers essential consulting expertise to maximize the platform’s business value. Given that over 90% of Salesforce implementations involve enterprise-wide integrations and 60% utilize multiple Salesforce products, maintaining and optimizing a Salesforce org demands a broad skill set and a consulting mindset. By embracing SFDC Managed Services, businesses ensure they possess the necessary resources to fully capitalize on their Salesforce investment. What are managed services? Managed services for Salesforce are the best solution for businesses irrespective of their size and scope. It empowers organizations to reduce operational costs while aligning more specialized experts for implementation, training, administration, and support. Managed Service Provider The Managed Service Provider (MSP) Track is designed for partners that connect with their customers in entirely new ways by offering managed services. Unlike consulting partners who engage with customers during sales and implementation only, MSP Partners offer services post-implementation or on an ongoing basis. Your Salesforce Managed Service Provider keeps your Salesforce working at optimal performance levels allowing you to deliver world-class customer service to your customers. For a tailored Salesforce Managed Services solution for your business, reach out to Tectonic today. Tectonic is ready to partner with you, offering Salesforce support at every stage of your 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 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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November 11, 2022in Salesforce, Salesforce Managed Services

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