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Salesforce Data Cloud
12Sep

Data Spaces and Unified Profiles in Salesforce Data Cloud

Efficiently manage and safeguard your data by categorizing it based on brand, department, and region, enabling distinct business processes. Elevate customer interactions through personalized engagement. Facilitated by a comprehensive, unified customer view accessible to your team. Unified Profiles in Salesforce Data Cloud. In the realm of Data Cloud (formerly Salesforce Genie), a data space serves as a logical partition for organizing data. By fostering profile unification, insights, and targeted marketing. A Cloud Profile encompasses pertinent settings for the underlying cloud, including regions, Security Groups, and subnets. Multiple clusters can be deployed to a Cloud Profile over time. Thereby ensuring scalability and adaptability. Identity resolution, a core function of Customer Data Platforms (CDP), involves matching and consolidating disparate data sets. This enables you to pinpoint and link the same individual across various sources and devices. Unified data, represented by a unified data layer, signifies a company’s ability to amalgamate fragmented data sources. Turning them into a singular, central view. This view can manifest as a unified enterprise data lake or a virtual federation of distinct physical data stores. Salesforce distinguishes between CDP and DMP, recommending CDP for organized utilization of first-party data for diverse purposes and DMP for leveraging third-party audiences in digital advertising campaigns. Key considerations for Salesforce CDP implementations involve identifying required data, preparing it for ingestion, and establishing keys for seamless data organization. CDPs are versatile, allowing the combination of structured, unstructured, and semi-structured data. Data can come from various sources like email, social media, loyalty programs, ERP, CRM, and DMPs, facilitating the creation of a unified customer view. Unified Profiles in Salesforce Data Cloud A unified data model (UDM) offers benefits such as standardized storage of records from different vendors, simplified rule implementation, and vendor-agnostic rule application. Unified data is pivotal as it provides a singular source of truth for business operations. The result enabling informed decision-making. This is exemplified in a retail setting, where a unified data store analyzes sales, inventory, and customer data for enhanced product and service strategies. Create Unified Data Key steps to create a unified data model involve identifying data sources. Next is understanding data requirements, defining a standard schema, mapping and transforming data,. Then establishing data integration processes, implementing data governance, documenting the data model, and testing and iterating for continuous improvement. Data Cloud Data Cloud makes it easy for every business to make sense of all their data from any system, channel, or data stream. It integrates data from every step in the customer experience into a unified customer profile record. And that real-time customer profile can be used to instantly create an unprecedented level of personalization, which feels like magic. Everything in this unified customer profile record is visible and actionable across Salesforce’s entire suite of products, including all industry solutions. You can also build custom apps that take advantage of Data Cloud, allowing you to meet customer expectations for apps that reflect their behavior in real time. 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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September 12, 2022in Marketing Automation, Salesforce Data Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Sales Cloud
Data Management with Salesforce Forms
10Sep

Data Management with Salesforce Forms

Salesforce Forms: Essential for Effective Data Management Salesforce Forms play a crucial role in managing data within Salesforce, enabling users to create, edit, and update lead, account, and contact records seamlessly. These forms serve both external customers and internal employees. Customer-facing forms, such as Salesforce Web-to-Lead Forms, can be embedded directly into your company’s website, ensuring that customer data is automatically integrated into your Salesforce database. Effective use of Salesforce Forms significantly enhances data quality within your Salesforce CRM, reducing future data management tasks for your team. Understanding Salesforce Forms and Their Uses Salesforce Forms are versatile tools for data entry and updates, providing a user-friendly interface for data input. They can be employed in three primary ways: External Salesforce Forms are designed for customer interaction, automatically feeding collected data into Salesforce to enhance the customer experience. The most common type is the Web-to-Lead Form, which captures lead information from website visitors. Other uses include: Internal Salesforce Forms help employees create and update records within Salesforce, offering a better user experience than the default interface. These forms can also include validation rules to ensure data integrity. They can function off the same pick list as the corresponding field in Salesforce. Examples of internal form uses are: Types of Salesforce Forms and App Options 1. Salesforce Web-to-Lead Forms: These standard forms capture data directly from your website and mark it as a “web” lead source in Salesforce CRM. They are free for all Salesforce customers and can capture any writable field in your Salesforce database. 2. Marketing Automation Platforms: Platforms like Pardot, HubSpot, and Marketo offer advanced form-building capabilities with additional features not available in standard Salesforce forms. These platforms may have sync delays that affect Salesforce Flows and other automation. 3. Salesforce Form Apps: Specialized form software, such as FormAssembly, Perfectforms, Formstack, 123FormBuilder, Cognito Forms, and Titan Forms, provide advanced features like updating existing records, which standard Web-to-Lead Forms cannot do. Creating a Salesforce Web-to-Lead Form To create a Web-to-Lead Form in Salesforce Lightning Experience: Best Practices for Data Management with Salesforce Forms Enhancing Data Management with Insycle Insycle – one Salesforce form third-part app – helps identify and fix data issues in Salesforce, offering features such as: By integrating Insycle, you can automate data management tasks, ensuring your Salesforce data remains clean and high-quality. Salesforce Forms are vital for data management, providing an efficient way to collect and update data. By implementing best practices and leveraging tools like Insycle, you can maintain high data quality and streamline your data management processes, enhancing overall CRM performance. Explore how Insycle, and other Salesforce forms solutions, can improve your Salesforce data management and keep your form data clean and accurate. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 10, 2022in Salesforce
Tectonic Salesforce Managed Services
09Sep

Salesforce Customer 360

Salesforce Customer 360 is a family of Salesforce products and services that help businesses manage and connect with their customers across all touchpoints. With Customer 360, businesses can access a comprehensive view of their customers, including all their interactions and data, in one unified platform. This centralized data model allows businesses to deliver personalized and connected experiences to their customers across all channels and platforms. Customer 360 fully integrates marketing, sales, commerce, service, IT, and analytics into one unified platform, enabling businesses to streamline processes, improve decision-making, automate workflows, and enhance communication and collaboration. With the help of Salesforce solutions partners like Tectonic, businesses can customize Customer 360 to fit their specific needs and business model. Customer 360 is a framework that consolidates all existing customer insights from various tables and models within your data warehouse. In addition, Customer 360 provides real-time insights and metrics through customizable dashboards and reports, helping businesses track key performance indicators and make data-driven decisions. Salesforce Customer 360 can help businesses drive innovation, increase efficiency, and deliver a better customer experience, enabling them to digitally transform their operations. 85% of customers expect consistent interactions across all departments. With Salesforce’s Customer 360, important customer data from every step of their journey is captured and stored in one place. Adding more than one app to your Customer 360 solution has measurable benefits: Salesforce and Tectonic will kickstart your business’s digital transformation in 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 The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 9, 2022in Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy
Salesforce Genie
08Sep

CDP Genie

Unlocking the Potential of Salesforce Genie (formerly known as Marketing Cloud Customer Data Platform or Salesforce CDP) The significance of data in today’s business world cannot be overstated. From tailoring information to catering to a user’s specific interests to suggesting products/services based on recent purchases, data has transformed industries across diverse sectors. Yet, the challenge lies in collecting pertinent data, and even if achieved, consolidating data sources for a unified view of a customer is paramount. Enter Salesforce Genie (CDP Genie), a tool designed to store real-time data across channels, systems, and streams at a massive scale, seamlessly integrating it into both internal and external product portfolios. Regarded as a groundbreaking innovation among Salesforce products, Salesforce Genie merges and purges user information from various applications into a unified source. It seamlessly integrates with Salesforce Customer 360 platform products, empowering organizations to deliver cohesive customer experiences across channels. Understanding Salesforce Customer Data Platform (CDP): Before delving into Salesforce Genie, it’s crucial to understand its foundation, Salesforce Customer Data Platform (CDP). Salesforce Genie has evolved from Salesforce CDP, which is still actively used. Both platforms are distinct, and the subsequent sections will elaborate on their differences. Salesforce Genie: Formerly known as Salesforce Marketing Cloud Customer Data Platform (CDP), this tool experienced rapid organic growth. Similar to other Customer Data Platforms (CDPs), Salesforce Customer Data Platform creates a single source of truth for a user’s profile across various touchpoints. The key attributes shared by Salesforce Genie and CDP include: Key Features of Salesforce Customer Data Platform: Salesforce Genie was introduced at Dreamforce 2022 to address the siloed environment of data resulting from Salesforce’s many product acquisitions. Serving as a common layer between tools, especially CRM, marketing, and services, Genie delivers a unified customer view across Salesforce Customer 360 platforms at great speed and scale. It surpasses the capabilities of a simple customer data platform: Salesforce Genie vs Salesforce CDP: Key Differences: The Science Behind Salesforce Genie: When integrated into Salesforce Customer 360, Genie facilitates real-time data storage and processing across all connected systems. Utilizing Salesforce Flow, Einstein AI, Genie Hyperscale Data Platform, and Hyperforce, Genie enables seamless data access, automation, analytics, and data security. Getting Started with Salesforce Genie or Salesforce CDP Data Model: Organizations can leverage either Salesforce Genie or Salesforce CDP based on their unique business needs. As a certified Salesforce Partner, Tectonic can offer expertise in evaluating and implementing these platforms. Reach out to our Salesforce Genie consultants for in-depth discussions on the tool and its implementation. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 8, 2022in Mulesoft, Salesforce Implementation Services
Salesforce Customer 360
07Sep

360 Degree View in CRM

What does the term “360-degree customer view in CRM” mean? It’s a comprehensive approach to understanding customers by consolidating their individual data from various touchpoints into a unified perspective. This holistic view is increasingly crucial for businesses embracing customer-centricity to foster loyalty, enhance service, and drive growth. In the realm of CRM, a “360-degree customer view” refers to the compilation of all available and relevant customer information by a company to deliver highly personalized and efficient customer service. Salesforce Customer 360, an integrated CRM platform, addresses this challenge by connecting departments and customer data, providing everyone with a shared view centered around the customer. The benefits of a 360-degree customer view are manifold. It enhances customer understanding, allowing businesses to predict needs more accurately. Through understanding the customer journey map, personalized marketing strategies can be crafted, leading to higher engagement and conversion rates. Customer service is improved as representatives have access to a customer’s entire history, ensuring more informed and effective service. Additionally, operational efficiency is boosted by consolidating data into a single viewpoint, streamlining processes for smoother and more efficient operations. How does a 360-degree customer view differ from CRM? While CRM is operational, focusing on optimizing marketing, driving sales, and improving customer support, a customer 360 utilizes data to reveal customer behavior across all transactions, interactions, channel experiences, sales conversations, service calls, and more. 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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September 7, 2022in Salesforce
Salesforce Genie
06Sep

Service Genie

Leveraging Salesforce Service Cloud data, Service Genie delivers real-time, personalized customer experiences. Service Genie Unveiled: Revolutionizing Customer Experiences While Service Genie operates within the Salesforce ecosystem, one must distinguish it from other tools dubbed as service genies that are not affiliated with Salesforce. Service Genie, leveraging Salesforce Service Cloud data, is a real-time solution dedicated to providing personalized customer experiences by dynamically integrating data resources and swiftly resolving issues. Salesforce Genie: A Real-Time Platform for Customer Magic Salesforce Genie serves as the real-time platform for customer magic, offering answers to fundamental questions about its functionality. By harmonizing constantly updated data at the millisecond level, it empowers teams to meet customers precisely where they are, ushering in a new era of engagement. Real-Time Expectations and Data Integration In a world where real-time connectivity is expected, Salesforce Genie steps in to make sense of the vast amount of customer data available, doubling globally every 12 hours. The tool seamlessly integrates data from diverse systems, channels, and data streams into a unified customer profile record. This real-time profile becomes the catalyst for unprecedented levels of personalization, akin to magic. Business Impact Scenarios Salesforce Genie significantly improves the customer experience, as illustrated by various scenarios. From preventing unauthorized credit card transactions to automatically pausing marketing interactions during customer service issues, the tool ensures timely and relevant responses. Whether adjusting website offers or providing urgent healthcare guidance, Salesforce Genie proves instrumental in diverse industries. Not Just a Customer Data Platform (CDP) While resembling a customer data platform (CDP), Salesforce Genie goes beyond by funneling an almost infinite amount of dynamic data to Customer 360 in real-time. This continuous update ensures that customer data reflects interactions across various touch points faster than ever. Salesforce Genie supports marketing, sales, service, commerce, data analytics through Tableau, MuleSoft integration, and more. Innovations in Real-Time Connectivity Salesforce Genie stands out with two major innovations. Firstly, its real-time nature collects and unifies data in milliseconds, enabling instant brand actions based on current customer activities. Secondly, it empowers all teams, spanning sales, service, marketing, and commerce, to adapt experiences in real-time to customer dynamics. How Salesforce Genie Works Part of the Salesforce Platform, Salesforce Genie complements the existing transactional database by handling massive volumes of real-time data. It leverages the Customer Graph data models to harmonize diverse data streams into a single customer profile. With lake house architecture, Genie efficiently categorizes and classifies unstructured data, providing a holistic view of the customer. Data Ethics and Security Salesforce Genie prioritizes privacy and data ethics, incorporating consent management and policy automation. The platform is designed in collaboration with the Office of Ethical and Humane Use of Technology to adhere to best practices. The Salesforce Platform adds an extra layer of data policy management, ensuring customers’ data safety and regulatory compliance globally. Service Cloud Genie: Elevating Customer Service The release of Service Cloud Genie signifies a revamped platform architecture, addressing the evolving demands and challenges faced by customer service teams. With features such as Frontline Service, Automated Case Resolution, and WhatsApp-First Business Messaging, Service Cloud Genie maximizes efficiency, automation, and intelligence to deliver exceptional customer service. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. 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 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 Salesforce Inbox Explained Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether 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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September 6, 2022in Mulesoft, Salesforce Service Cloud
Exploring Salesforce Journey Builder
03Sep

Exploring Salesforce Journey Builder

Exploring Salesforce Journey Builder Salesforce Journey Builder, a feature within Salesforce Marketing Cloud, is designed to give marketers a comprehensive view of customer interactions across multiple channels, including email, mobile, and social ads. It enables the creation and automation of personalized customer journeys that can be tailored based on specific behaviors, preferences, and demographics. Key Features of Journey Builder Types of Customer Journeys Journey Builder supports various journey types, offering flexibility in campaign design: Benefits of Using Journey Builder Connecting Marketing Cloud Journeys to Salesforce To link Marketing Cloud journeys with Salesforce campaigns, navigate to the relevant campaign in Salesforce, then select “Connect Campaign” from the Campaign Messages component. From there, choose the appropriate Marketing Cloud business unit and select an active journey. Differentiating Journey Builder from Other Salesforce Tools Conclusion Salesforce Journey Builder empowers marketers to automate and personalize customer journeys across various channels. By leveraging its capabilities, organizations can boost customer engagement, drive conversions, and remain agile in response to evolving market trends. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 3, 2022in Data, Salesforce, Salesforce Marketing Cloud
Salesforce Digital Transformation
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. 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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September 2, 2022in Salesforce, Salesforce Managed Services
Salesforce Data Cloud
01Sep

Data Cloud from Salesforce

What is the data cloud in Salesforce? A hyperscale data platform built into Salesforce. Activate all your customer data across Salesforce applications with Salesforce Data Cloud, formerly known as Customer Data Platform (or CDP). Empower teams to engage customers, at every touchpoint, with relevant insights and contextual data in the flow of work. What is the benefit of Salesforce data cloud? Your company can feel confident in your customer data, and know that you’re taking the right steps to engage with your customer base across multiple channels.  The team at Tectonic can help you bring value to your wealth of customer data when you leverage Data Cloud. With Salesforce Data Cloud, automation, intelligence, real-time data, and security aren’t just goals; they make up the foundation of the platform. Data Cloud brings the power of automation, analytics, AI, data, and integration together to create a single view of the customer across any cloud. As a team of certified Salesforce experts with years working within all core and industry clouds, analytics, and customizations across all aspects of the platform, Tectonic can help you understand how Data Cloud fits into your customer experience goals, supports revenue growth, and integrates with your existing data models, data sources, and systems such as Snowflake, Tableau, Slack, and MuleSoft. By Implementing Data Cloud, we can enable you to: Are you taking advantage of SFDC Data Cloud’s customer 360 capabilities when it comes to intuitive, fast, efficient customer service? Data Cloud is the fastest growing organically built product in Salesforce’s history (Salesforce built it themselves, not via acquisitions). Data Cloud could be described as the ‘Holy Grail of CRM’, meaning that the data problem that’s existed since the infancy of CRM is now finally solvable. There are some differences between Genie and Data Cloud. Genie offers a zero-data copy architecture, meaning data can be fetched on-demand without duplicating it on the Salesforce platform. This allows for more flexibility and scalability when handling large amounts of customer data. Is Salesforce Data Cloud a data lake? Your data sitting in the data lake benefits from all of the capability of the Salesforce platform just like it does in the transactional side in Oracle. That means that Data Cloud is now not just a really good CDP, it’s now a data lake which will be used in sales and service use cases. Is Data Cloud free? At Dreamforce 2023, Salesforce announced that Data Cloud free licenses are now included for all Enterprise Edition or above customers so customers can become familiar with the new capabilities and develop use case ideas. There’s never been a better time to partner with Tectonic to explore Salesforce Data Cloud for your business. Content updated November 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 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 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

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September 1, 2022in Mulesoft, Salesforce Data Cloud, Salesforce Development Services, Salesforce Implementation Services
Marketing Cloud Admins
31Aug

Marketing Cloud Admins

Salesforce Marketing Cloud Administrators play a key role in ensuring the success of an organization’s marketing efforts. Their responsibilities span system configuration, data management, campaign development, and execution. These professionals need a blend of technical expertise, strategic thinking, and keen attention to detail to effectively manage and optimize the Marketing Cloud environment. System Configuration and AdministrationMarketing Cloud Admins are responsible for setting up and configuring user accounts, defining roles and permissions, and customizing the system to meet specific organizational needs. They stay current on Salesforce updates, conducting system audits to maintain security and performance. Admins also oversee platform customization, aligning it with business goals. Data Management and SegmentationEffective data management is crucial for personalized marketing. Admins manage data imports, exports, and integration with other systems, ensuring data cleanliness and compliance with privacy regulations. They create audience segments based on specific criteria to enable targeted campaigns. Campaign Development and ExecutionAdmins work closely with marketing teams to develop and execute email, SMS, and social media campaigns. They set up customer journeys, implement automation, and ensure campaigns are delivered as planned. Monitoring performance and analyzing metrics allows admins to optimize campaigns and provide insights for future strategies. Integration and AutomationAdmins integrate Marketing Cloud with CRM systems, e-commerce platforms, and third-party apps. They streamline workflows by automating processes through tools like Journey Builder and Automation Studio, ensuring data consistency and efficiency. Troubleshooting and SupportAdmins provide technical support and troubleshoot issues related to system errors, data synchronization, and campaign delivery. They collaborate with Salesforce support to resolve complex problems, ensuring smooth operations and minimal downtime. Training and DocumentationTraining users on Marketing Cloud tools and developing comprehensive documentation are also key responsibilities. Admins ensure users are well-versed in the platform’s features and best practices, helping maintain consistent performance across teams. Monitoring and ReportingAdmins track key performance indicators (KPIs) and generate reports to analyze campaign success. By using tools like Analytics Builder, they offer data-driven insights that help improve marketing strategies and align them with business objectives. Skills Required for Salesforce Marketing Cloud AdminsAdmins must have strong technical aptitude, familiarity with Salesforce tools like Email Studio and Journey Builder, and proficiency in SQL, HTML, and APIs for system integration. Problem-solving skills are critical for diagnosing and resolving issues, and data management expertise is essential for organizing and analyzing marketing data. FAQs: If you are in need of Marketing Cloud assistance, contact Tectonic today. Content updated September 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 31, 2022in Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud
Tectonic-Ensuring Salesforce Customer Satisfaction
29Aug

Tectonic Acquires Sakonet

7 Mile Advisors Acts As The Exclusive Sell-Side Advisor To Sakonent In Their Acquisition By Tectonic-Tectonic Acquires Sakonet Sakonent, a Chicago-based premier CRM consultancy and provider of integrated approach to automating big data, analytics, marketing automation tools in the cloud, was acquired by Tectonic, a Denver-based technology services company. Terms of the transaction were not disclosed. Tectonic’s more than 150 employees around the world are experts in creating scalable big data, analytics, marketing automation and CRM solutions on platforms such as Salesforce.com, Oracle, Microsoft, Teradata, Hadoop, Hbase, Python, Blackbaud and others, anchored by powerful off-shore delivery centers. The company will be headquartered in Denver, Colorado with offices in Chicago, Illinois and around the world. Sakonent’s CEO, Darius Vaskelis, and COO, Akif Rahman, join Tectonic in key leadership roles. “For the last five years, Sakonent has emphasized that business process and user adoption come first, technology second,” said Vaskelis. “We could not be more thrilled to join Tectonic and take insight to action automation to the cloud.” About Sakonent Sakonent is a next gen CRM consultancy founded in 2009 headquartered in Chicago. They’re proud to have been on the most recent Inc 5000 fastest growing companies list, and to have been profiled in Gartner’s report on Salesforce.com CRM service providers alongside the largest world-class global systems integrators. Additionally, in partnership with Blackbaud, Microsoft, Oracle and other CRM technology providers, the firm implements, integrates and manages sales, marketing and customer service systems for joint clients across the globe. Visit www.sakonent.com About Tectonic Tectonic is a leading technology and business services company serving mid-sized business to enterprise customers with a focus on Insight to Action automation in the cloud. Insight to Action is the intersection of big data, analytics, marketing automation and CRM that provides an integrated approach to automating customer interaction. Headquartered in Denver, the company prides itself on working with innovators in informed customer interaction. Visit www.gettectonic.com About 7 Mile Advisors: 7 Mile Advisors is a boutique investment bank which enables clients to increase and unlock enterprise value. 7 Mile serves clients worldwide by addressing the transactional and strategic opportunities faced by middle-market companies, boards, and financial sponsors. The firm provides customized mergers & acquisitions, private placement and restructuring services. All securities transactions are executed by 7M Securities, LLC, member FINRA / SIPC. Tectonic Acquires Sakonet Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 29, 2022in Salesforce
Revenue Cloud
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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 26, 2022in Data, Enterprise, Salesforce, Salesforce Revenue Cloud
Salesforce BI
25Aug

Analytics Studio Salesforce

Analytics Studio Salesforce provides the foundational tool for building CRM Analytics assets—the lenses and dashboards that make up Analytics apps. Use Analytics Studio to explore your data and build lenses and dashboards with data visualizations that give you the insights to help you run your business. Store everything in apps— the containers of assets that tell a story about an aspect of your business through data visualizations. Analytics Studio lets you do most of your work declaratively through its intuitive graphical user interface. You can also access the JSON, XMD, SaQL, and other files that control how Analytics consumes and displays data in dashboards and apps. Open those files with your editor of choice to make fine-grained changes to Analytics business user functionality. To open Analytics Studio, navigate to the Salesforce app picker and select Analytics Studio. Sometimes you must scroll or click View All to find it. From there, click Create, and start building. The Analytics Learning Map provides pointers to help get you going and master Analytics visualizations. Is Salesforce analytics Studio free? You have to be aware that Einstein Analytics is not free even if you’re using other Salesforce products such as Sales, Service, or Financial Cloud. You have to buy a separate license for Einstein Analytics Plus or Einstein Analytics Growth, depending on the components you plan to use in your workflow. What is CRM Analytics Salesforce? Salesforce CRM analytics is a powerful, accurate, and expansive CRM analytics solution, designed to provide users with a single, unified system capable of collecting and analyzing customer data to turn into valuable insights. 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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August 25, 2022in Salesforce Einstein, Salesforce Implementation Services

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