AI-Driven Archives - gettectonic.com - Page 24
Salesforce Marketing Cloud Advertising Studio
12Jun

Salesforce Advertising Studio Platforms

Are you looking to take your advertising and marketing campaigns to new heights? Look no further than Salesforce Advertising Studio. In this insight, we will provide an overview of Salesforce Advertising Studio and its crucial role in driving successful advertising and marketing endeavors. Engage prospects across every channel. Connect third-party webinar, survey, and SMS apps directly to your marketing programs. Trigger webinar and event registrations, survey sends, and SMS sends in your automated journeys. Connect engagement data, like third-party webinar, survey, and SMS data, for easy segmentation and campaign maintenance. One of the key advantages of Salesforce Advertising Studio is its seamless integration with other Salesforce platforms such as Customer 360 and Marketing Cloud. This integration allows businesses to harness the power of unified customer data, enabling highly personalized and targeted advertising campaigns. By leveraging the wealth of insights and information stored within Customer 360 and Marketing Cloud, advertisers can create more impactful and relevant messaging that resonates with their audience. An upscale solution of Salesforce Marketing Cloud (SFMC), Advertising Studio helps marketers digitize their efforts at scale and target the right audiences to reach business goals effectively. It allows you to create unique experiences for customers while displaying ads to your target audience. Leverage Salesforce Advertising Studio to effortlessly plan and execute advertising campaigns across multiple channels. This powerful tool provides marketers with efficient features for designing personalized ads, creating compelling content, scheduling campaigns, and automating processes. Furthermore, Advertising Studio smoothly integrates with popular advertising networks and platforms, such as Facebook, Google Ads, Instagram, and Twitter. Benefits Of Advertising Studio Marketing Cloud Advertising helps you engage and advertise to your customers and prospects. Use it to coordinate campaigns with social, mobile, sales, and customer service efforts and enhance your email marketing goals with advertising. You can engage with existing customers, find new prospects with lookalikes, and re-engage inactive users within the customer journey across digital advertising. NOTE: Salesforce Advertising Studio is now called Marketing Cloud Advertising. Use Marketing Cloud Advertising to: Marketing Cloud Advertising helps you target your digital advertising campaigns across various platforms with Advertising Audiences. These platforms include Facebook, Instagram, Google Ads, LinkedIn, X (Twitter), Pinterest, and Snapchat. Use Advertising Audiences to: You can also configure audiences to refresh automatically. If you discontinue your Ad Studio license, you must delete all audiences and authorized accounts. As a Marketing Cloud Advertising customer with a Marketing Cloud Intelligence license, you have access to deeper audience and campaign analytics with Audience Insights for Marketing Cloud Advertising. The application is available in the Marketing Cloud Intelligence Marketplace. Advertising Studio is now called Marketing Cloud Advertising. During this transition, you may see references to Advertising Studio. To empower your advertising with Marketing Cloud Advertising, contact Tectonic today. Content updated November 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 12, 2022in Marketing Automation, Salesforce Marketing Cloud Advertising
Marketing Cloud Intelligence
01Jun

Salesforce Marketing Cloud Intelligence Explained

What is Marketing Cloud Intelligence? Salesforce’s Marketing Cloud Intelligence, formerly known as Datorama, is an analytics tool designed to integrate and visualize marketing performance data across various platforms. It caters to analytically driven marketers and seasoned analysts, providing an easy-to-use interface while offering connections to traditional BI tools like Tableau. Marketing efforts generate extensive data across multiple platforms, and Marketing Cloud Intelligence consolidates all these marketing tools into a centralized source. It serves as a comprehensive solution for reporting, measurement, and optimization. Market intelligence involves gathering real-time data from the market to understand customers, trends, behaviors, and more, enabling a company to stay competitive and meet market demands. By leveraging out-of-the-box connections, Marketing Cloud Intelligence seamlessly links platforms like Google, YouTube, Instagram, and others without the need for complex coding. The tool, now known as Marketing Cloud Intelligence, reveals trends, tracks progress against goals, and quantifies the ROI of marketing initiatives once connected. The system features a connected library of over 170 connectors for acquiring data from major advertising, commerce, CRM, and database vendors. The unique universal connector, powered by AI, allows effortless connection of any data stream within minutes, even from sources lacking an API connection. Marketing Cloud Intelligence addresses the challenge of data consistency by providing an out-of-the-box marketing data model. It helps organize data into a clear and consistent taxonomy, enriching it with naming conventions, data classification, and automated maintenance alerts for trustworthy decision-making. Beyond reporting and dashboards, Marketing Cloud Intelligence, with the assistance of Einstein, provides actionable insights. Marketers can select a KPI to improve and create a perpetual pipeline of AI insights, addressing overarching questions or specific areas like reducing spend or analyzing creative impacts. What can marketers do with Marketing Cloud Intelligence? Marketers can efficiently compile multiple sources of data in Marketing Cloud using various KPIs, creating at-a-glance and visually appealing dashboards and reports. Marketing Cloud Intelligence, powered by Datorama, facilitates the organization and analysis of diverse data within Marketing Cloud. What does Marketing Cloud Intelligence do? Marketing Cloud Intelligence integrates data from marketing and advertising platforms, web analytics, CRM, e-commerce, and more. It offers a unified view for optimizing campaign performance and real-time insights. The tool optimizes marketing spend and customer engagement with unified performance data, automated reporting, and AI-driven insights. Why is marketing intelligence important in Salesforce? Marketing intelligence tools help businesses gather and analyze market data. CRM and CDP tools, such as Salesforce Marketing Cloud Intelligence, unite data from disparate sources to provide a fuller picture of their customers and the marketplace. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 1, 2022in Data, Google, Salesforce, Salesforce Marketing Cloud, Technology
salesforce form builde4r
06May

Salesforce Form Builder

Is it possible to create forms within Salesforce? Salesforce provides a web-to-case feature, allowing the creation of basic customer support forms. Once you activate and configure this feature, you can generate your web form as HTML code for embedding on your website. Similar to the web-to-lead feature, this is a straightforward, use-case-specific option. Here are some notable forms that integrate with Salesforce: Is there a native form builder in Salesforce? Yes, Forms for Salesforce is a 100% native Salesforce form builder. What is the recommended form app for Salesforce? Native Forms is an excellent tool for streamlining customer engagement. With its user-friendly drag-and-drop form builder, you can swiftly create custom forms to capture customer data and update Salesforce records. Can Google Forms be integrated with Salesforce? Integrating Google Forms with Salesforce is a popular choice for creating versatile web forms, quizzes, surveys, and more to collect data. If you’re seeking a reliable app for creating web forms, Google Forms is highly recommended. Does Jotform work seamlessly with Salesforce? Jotform seamlessly connects with Salesforce, ensuring your forms automatically sync with the platform, keeping your account up to date with every new submission. Data security is a top priority with Jotform. Another Tool available from the Salesforce AppExhange is Formstack. And the Salesforce Lighting App Builder has added a form building functionality. Content updated January 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 6, 2022in Salesforce
Employ Marketing Cloud Data with Datorama
03May

Employ Marketing Cloud Data with Datorama

Unlocking the Power of Salesforce Marketing Cloud with Dataorama-Employ Marketing Cloud Data with Datorama (now Salesforce Marketing Cloud Intelligence) In the realm of modern marketing, success hinges on data-driven insights rather than creative chaos. Salesforce Marketing Cloud’s Dataorama tackles the challenges associated with marketing data, offering a robust platform to store, visualize, and leverage data from diverse sources. What is Datorama? Originally developed to streamline reporting for advertising technology companies, Datorama is now a pivotal feature within Salesforce Marketing Cloud. It caters not only to advertising but also to industries spanning automotive to publishing. Datorama empowers marketers to consolidate marketing spend, campaign results, and trends into a unified and accessible platform. Key Features and Use Cases of Dataorama (now Salesforce Marketing Cloud Intelligence): Advantages and Limitations of Datorama-Marketing Cloud Intelligence: Implementation and Adoption: To implement Datorama-Marketing Cloud Intelligence within your organization: Salesforce Marketing Cloud’s Intelligence empowers marketers to shift focus from mundane reporting tasks to creative and strategic endeavors. By harnessing the power of data integration, visualization, and AI-driven insights, organizations can elevate their marketing performance and drive business growth effectively. Employ Marketing Cloud Data with Datorama Content updated September 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 3, 2022in Einstein Insights, Salesforce, Salesforce Marketing Cloud

Heatmaps for Email Explained

Unlocking the Power of Heatmaps for Email: A Game-Changer for Marketers In the ever-evolving world of digital marketing, understanding how your audience interacts with your emails is crucial. One of the most powerful tools for gaining these insights is the email heatmap. Heatmaps provide a visual representation of how recipients engage with your email content, helping you optimize your campaigns for better performance. In this article, we’ll explore what email heatmaps are, how they work, and why they’re a must-have tool for marketers. What Are Email Heatmaps? An email heatmap is a visual tool that uses color gradients to show how recipients interact with your email. It highlights areas of the email that receive the most attention (e.g., clicks, hover time) and those that are ignored. The “hot” areas (usually red or orange) indicate high engagement, while “cold” areas (blue or green) show low engagement. Heatmaps are generated using data from email opens, clicks, and mouse movements, providing actionable insights into user behavior. How Do Email Heatmaps Work? Email heatmaps are created by tracking recipient interactions with your email. Here’s how they work: Why Are Email Heatmaps Important? Email heatmaps offer several benefits for marketers: 1. Understand User Behavior 2. Optimize Email Design 3. Improve Click-Through Rates (CTR) 4. Enhance Personalization 5. Boost Conversions Key Insights You Can Gain from Email Heatmaps 1. Most-Engaged Sections 2. Scroll Depth 3. CTA Performance 4. Image Engagement 5. Mobile vs. Desktop Behavior How to Use Heatmaps to Improve Your Email Campaigns 1. Place Key Content Above the Fold 2. Optimize CTA Placement 3. Simplify Email Layouts 4. Test Subject Lines and Preheaders 5. Personalize Content Tools for Creating Email Heatmaps Several tools can help you generate and analyze email heatmaps: Best Practices for Using Email Heatmaps The Future of Email Heatmaps As AI and machine learning continue to advance, email heatmaps will become even more sophisticated. Future developments may include: Conclusion Email heatmaps are a powerful tool for understanding and optimizing recipient engagement. By leveraging heatmap insights, marketers can create more effective email campaigns, improve user experiences, and drive better results. Whether you’re a seasoned marketer or just starting out, incorporating heatmaps into your email strategy is a smart move that can take your campaigns to the next level. Start using email heatmaps today and unlock the full potential of your email marketing efforts! Content updated March 2025. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 28, 2022in Data
Experience Salesforce Experience Cloud
14Apr

Experience Salesforce Experience Cloud

Salesforce Experience Cloud, formerly recognized as Salesforce Community Cloud, offers organizations a platform to construct branded online communities for employees, customers, partners, and other stakeholders, fostering collaboration, engagement, and self-service among community members. Key Features: Customization: Experience Cloud facilitates customization, empowering organizations to tailor their community’s appearance to match their brand through custom themes, templates, and layouts. Member Engagement: Various engagement tools like discussion forums, chats, and groups enable members to interact, share information, and collaborate effectively. Content Management: Easily create, manage, and share content within the community, including articles, documents, videos, and more, organized into topics for streamlined navigation. Access Control: Administrators can regulate community access and permissions, defining different levels of access for diverse user groups. Integration: Seamless integration with other Salesforce products and external systems enables connectivity with CRM, marketing automation, and other business applications. Mobile-Responsiveness: Communities built with Experience Cloud are mobile-responsive, ensuring accessibility from different devices. Data Visibility: Users can access relevant data from Salesforce CRM, such as customer records and support cases, within the community. Self-Service: Community members can find answers, access support resources, and resolve issues themselves, reducing the burden on support teams. Analytics: Experience Cloud offers analytics and reporting tools to track community engagement, member activity, and content performance for informed decision-making. Developer Tools: Advanced customization and integration requirements are met through developer tools, APIs, and documentation provided by Salesforce Experience Cloud. Use Cases: Customer Communities: Partner Portals: Employee Communities: B2B Commerce: Knowledge Sharing: Event Management: Custom Applications: Branding and Theming: Analytics and Reporting: Advantages of Salesforce Experience Cloud: Enhanced Customer Engagement: Build interactive communities for customers to find support and connect with each other. Scalable Collaboration: Create communities for various user groups while maintaining security and access control. Personalization: Deliver personalized content and services to enhance user engagement. Brand Consistency: Customize community appearance to ensure a consistent brand experience. Integration: Seamlessly connect with other Salesforce products and external systems. Mobile-Friendly: Communities are accessible from various devices, improving accessibility. Analytics and Insights: Gain valuable insights into community engagement and user behavior. Automation: Automate processes like customer support workflows to save time and improve efficiency. Security: Protect community data with robust security features. Customer and Partner Enablement: Provide easy access to resources and support for customers and partners. Reduced IT Overhead: Configure and customize communities without extensive coding or IT resources. Community Growth: Scale communities as your organization grows. Comparison with Community Cloud: Experience Cloud offers a broader range of functionalities beyond traditional community building. It focuses on creating seamless digital experiences for customers, partners, and employees. It provides enhanced integration capabilities and AI-driven personalization features. The name change reflects Salesforce’s shift towards delivering comprehensive digital experiences. Examples of What Can Be Achieved: Self-Service Portals: Customer support and FAQs. Partner Portals: Lead management and collaboration. Employee Intranets: Collaboration and HR processes. E-Commerce Storefronts: Product catalogs and shopping carts. Discussion Forums: Community interaction and knowledge sharing. Event and Conference Portals: Event registration and agendas. Patient and Healthcare Portals: Medical records and appointment scheduling. Nonprofit Donor Engagement: Fundraising campaigns and volunteer opportunities. Education Portals: Learning materials and discussion boards. Government Portals: Citizen services and public discussions. Financial Services Client Portals: Account information and communication with advisors. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 14, 2022in Marketing Automation, Salesforce Experience Cloud
Salesforce Data Cloud
11Apr

Drive Sales and Service With Real Time Data

Sales and Service Personalization: drive sales with real time data Enhance customer and prospect interactions by integrating real-time engagement data directly into your sales and service consoles. Provide service teams with the ability to proactively address queries and deliver effective case resolutions by swiftly accessing a customer’s recent interactions across diverse business touchpoints. Empower your sales teams with deeper insights into an account or prospect’s purchase journey, enabling more relevant conversations and offers based on real-time knowledge of consumed content, viewed products, or time spent on your site. Know your buyers. Attain a comprehensive view of your buyers by combining 1st and 3rd party data with the robust capabilities of Salesforce’s industry-leading Customer Data Platform (CDP). Imagine closing prospects instantly. With real-time data, it’s possible! Real-time sales data enables you to identify recent changes, such as mergers, acquisitions, new job openings, or promotions. Equip your sales team with a competitive advantage, allowing them to promptly contact potential customers and initiate sales activities. So, what is real-time data, how does it work, and how can you implement it without a complex data infrastructure? This article explores all these aspects and highlights the benefits of utilizing accurate B2B data for real-time sales. What is real-time data? Real-time data refers to immediate and continuous access to information about sales activities, customer interactions, and market trends. For your sales and marketing teams, this means capturing, analyzing, and utilizing up-to-date data to make informed decisions, enhance sales processes, create personalized experiences, and strengthen customer relationships. Real-time data is crucial because it offers numerous benefits for B2B businesses. This insight will explore some tangible benefits that real-time data can provide for your company: Access up-to-the-minute information on customer behaviors, preferences, and buying patterns, allowing your B2B sales team to engage with prospects immediately. Real-time insights into events like funding, promotions, or team expansions can trigger timely sales activities, such as emails, LinkedIn messages, or call invitations. Immediate updates from real-time sales insights enable businesses to adjust pricing based on market fluctuations or competitive moves. Real-time data collection helps track competitor pricing, customer demand, and inventory levels, allowing for optimized pricing strategies and instant adjustments with minimal effort from your sales team. Incorporate robust key management for data security to safeguard sensitive information and avoid additional risks. When a prospect expresses interest or takes specific actions, such as visiting a website or filling out a form, you can immediately engage with them. Define sales triggers and actions, such as emailing to schedule a demo after a prospect visits your pricing page. Real-time data processing allows for automated nurturing of prospects, eliminating the need for manual tracking and outreach. Gain real-time actionable insights into sales performance, leading to accurate sales forecasting. Sales managers can monitor sales data in real time, track progress against targets, adjust strategies, and manage pipeline visibility for more precise financial projections aligned with future financial planning. Instant data offers the opportunity to personalize customer interactions more effectively. Access real-time data analytics on customer preferences, purchase history, and previous interactions to tailor relevant recommendations and provide a personalized customer experience. Real-time data analysis provides instant visibility into sales performance metrics. Sales representatives can monitor their performance, including call activity, conversion rates, and revenue generated, in real time. Immediate feedback enables reps to course-correct, improve sales techniques, and achieve better results. By monitoring real-time market trends, competitor activities, and customer feedback, sales managers can make data-driven decisions, adjust sales strategies, and seize emerging opportunities. Business intelligence tools offering real-time data services help sales teams promptly address customer issues or concerns. By tracking customer behavior, feedback, complaints, and inquiries in real time, sales reps can proactively contact customers and help resolve issues. How does real-time data work? Real-time data involves capturing specific actions on the go, such as customers’ activities on your website or offsite, like visiting sales pages, checking your company’s LinkedIn profile, or exploring similar sites. Events are collected before storing any information, allowing for instant management of sales data and predictive analytics. Marketing and Sales Use of Real-Time Data: Updating lead records in real time results in better sales performance and cost savings across the entire business. Real-time big data can be used in various ways for better business decisions, such as: Examples of Real-Time Data: Real-time intent data helps identify potential customers actively researching or showing interest in products like you are selling. This data can be gathered from various sources, including website tracking, social media monitoring, and content consumption patterns. Ultima used a real-time data solution to access intent data and direct dials, resulting in ROI in just 8 weeks. Real-time data is a valuable asset for B2B businesses, offering timely opportunities, dynamic pricing, immediate lead engagement, accurate forecasting, personalized customer interactions, instant sales performance insights, agile sales strategies, and prompt issue resolution. Understanding how real-time data works and leveraging it effectively can significantly enhance the performance and efficiency of your sales and marketing teams. How do you use data to drive sales? What is an example of a data-driven sales? A B2B company that manufactures and sells industrial equipment can use a data-driven approach that involves analyzing purchasing data from their CRM, tracking industry trends, and using customer feedback surveys to understand what customers truly value. To drive sales with real time data, you need a tool like Salesforce and Salesforce Data Cloud. A real-time data sales strategy is a strategy that focuses on delivering immediate responses from customers. The methodology of real time selling is a way for brands to interact with their customers using stuff that’s actually happening at that time. The real time sales are based on insights into a customer’s online actions. The insights are analyzed and utilized quickly with AI. Drive sales real time data. 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

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April 11, 2022in Einstein Insights, Salesforce, Salesforce Commerce Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Sales Enablement
30Mar

Salesforce Enablement Team Roles and Responsibilities

When implementing Salesforce Enablement to better equip teams with skills, content, and context it is important to set up the right users with the right permissions. Having a complete Sales Enablement team in place produces the most effective training programs. Accelerate business outcomes with enablement programs delivered to users through the Guidance Center in Salesforce. Create programs that are unique to your company, and assign programs to users who can complete exercises and measurable milestones in their flow of work.  Sales enablement is about people and technology, and strategically aligning them both behind a common goal: sales success. Sales enablement helps organizations streamline and shorten sales cycles by improving buyer interactions with relevant sales content that is tailored and personalized. Sales Enablement Platform A sales enablement platform provides sales teams with coaching, resources, and tools to help them effectively engage with customers and close deals. Identify who at your company can perform each role. In some cases, one person is ideal for all these responsibilities. Other companies require a team. Likewise, some of these roles aren’t required to use Enablement. But it can be nice to rely on these folks if they’re available. Roles and Responsibilities ROLE RESPONSIBILITIES REQUIRED TO USE ENABLEMENT? REQUIRED PERMISSIONS? Salesforce admin This person can access Setup and customize Salesforce for your company. To get your company started with Enablement, a Salesforce admin must give access to Enablement team members according to the required permissions listed on this page. Salesforce admins can also bring their Salesforce experience to help you define outcomes and milestones using Salesforce objects and fields. If you want to introduce new ways of tracking data in Salesforce to include those processes in a program, Salesforce admins can also help enable other features or customize settings. Yes For permissions required for Salesforce admins, search Salesforce Help for the specific task. Enablement admin A person who gets full access to create, edit, delete, publish, and unpublish Enablement programs in Salesforce. Enablement admins can also assign or unassign programs to Enablement users, view all Enablement analytics, customize the Enablement reports and dashboard, and create reports and dashboards using Enablement report types. Yes The Manage Enablement Essentials default permission set, which is included in the Enablement Admin permission set group. See Enablement Permission Set Groups, Permission Sets, and Permissions and Assign Permissions to Your Enablement Team. Content creator or manager This person adds your company’s training content to Salesforce. At some companies, this person is also the Enablement admin. Yes The Content Manager contributor role in the Enablement workspace of the Digital Experiences app. See Assign a Contributor Role in the Enablement Workspace. Enablement resources manager The person who manages resources related to Enablement other than training content that Enablement users directly consume as part of programs, such as these items. Surveys sent to peers and managers for gathering feedback on user performancePrompts and walkthroughs that guide users through Salesforce features and walkthroughs outside of programs No Manage Assessment Surveys and Manage In-App Guidance default permission sets, which are included in the Enablement Resources Manager permission set group. See Enablement Permission Set Groups, Permission Sets, and Permissions and Assign Permissions to Your Enablement Team. Business operations expert This person can help identify the business outcomes that your company wants to focus on and work with you to establish how certain job roles can contribute to your bottom line. No Your call. You can assign Enablement permissions to this person as needed. Enablement user The person at your company who takes the programs that you build and assign to them. Yes Use Enablement Programs default permission set, which is included in the Enablement User permission set group. Enablement admins, or users with the Manage Enablement Essentials default permission set, can also take programs that are assigned to them. See Enablement Permission Set Groups, Permission Sets, and Permissions and Assign Permissions to Your Enablement Team. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 30, 2022in Data, Salesforce, Technology

Salesforce Integration: Enhancing Your CRM Capabilities

Salesforce is the world’s leading CRM platform, empowering businesses to streamline operations, enhance customer relationships, and drive growth. However, to maximize its potential, integrating Salesforce with third-party applications is essential. By connecting Salesforce with various external tools—such as MailChimp, QuickBooks, WhatsApp, and LinkedIn—organizations can improve efficiency, automate workflows, and unify data across departments. But how can businesses successfully integrate these applications into their Salesforce environment, and what challenges might they face? Let’s explore. What is Salesforce Integration? Salesforce integration refers to the process of connecting Salesforce with third-party applications to facilitate seamless data flow and process automation. These integrations leverage APIs to establish communication between systems, ensuring a unified experience across different business functions such as HR, finance, marketing, and sales. Why is Salesforce Integration Important? Integrating Salesforce with other systems offers several advantages, including: Common Salesforce Integrations and Use Cases Salesforce can be integrated with a variety of platforms to enhance functionality. Some key use cases include: Challenges in Salesforce App Integration While Salesforce integrations bring numerous benefits, they also come with challenges: Tools for Successful Salesforce Integration To facilitate smooth integrations, businesses can leverage the following tools: 1. Salesforce Native Tools These tools enable direct integrations with Salesforce products. Examples include: 2. App-Native Tools Many external applications offer built-in integrations with Salesforce, such as: 3. Third-Party Middleware For more complex integrations, middleware platforms help bridge gaps between systems: Best Practices for Salesforce Integration To ensure a smooth and successful integration, businesses should follow these best practices: Final Thoughts: Should You Integrate Salesforce with Third-Party Apps? Absolutely. Integrating Salesforce with external applications enhances its capabilities, drives efficiency, and unlocks new business opportunities. However, it’s crucial to implement these integrations through a certified Salesforce partner to minimize risks and ensure seamless execution. By following best practices and using the right tools, businesses can maximize their CRM investment and drive long-term success. FAQs Have more questions about Salesforce integration? Get in touch with our certified Salesforce consultants to explore the best integration solutions for your business. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 31, 2022in Data, Google, Marketing Automation, Mulesoft, Salesforce
Salesforce Sales Enablement
02Nov

Customers Re-Evaluate Their Priorities

Compounding factors such as inflation and technological advancements are prompting individuals to reconsider their priorities. While impacting how and where they allocate their finances, it directly impacts businesses as well.. A substantial 62% of consumers have recently reevaluated their priorities, with the cost of living ranking as the primary influencer and obtaining better deals being the most common reason for brand switches. Customers Re-Evaluate Their Priorities and vote with their money. While financial considerations remain a focal point, customers are not solely driven by the pursuit of cost-effectiveness. Other crucial factors include product quality and the overall customer experience. Remarkably, 80% of customers emphasize that the experience provided by a company is as significant as the products and services offered. While companies are burdened by this trend it also emphasizes the need for technology. Marketing automation and personalization. Knowing enough about your customer to reach them with the right message at the right time on the right channel. Enter Salesforce Salesforce Omnichannel is a flexible and customizable Salesforce feature. It helps businesses to seamlessly connect with customers across multiple channels, be they physical stores, email, chat, social media, phone, or SMS. And best of all, anyone can implement the omnichannel approach without coding knowledge! Salesforce Personalization learns everything about your customer and presents them with personalized offers and messaging how they want it when they want it where they want it. Salesforce Marketing Cloud provides marketing automation power. Salesforce Sales Cloud serves customers with ease. Salesforce Data Cloud stores the customer information from all business sources and drives interaction powered by AI. Attitudes Shift Over two years into the global pandemic, a shift in attitudes towards work, home, spending, interactions, and well-being is evident among many Americans. The majority now express a preference for spending on experiences rather than products, with a focus on home-centered activities. Additionally, there is a notable inclination towards in-person interactions rather than substituting them with digital services. This “great rethink” emphasizes that post-pandemic society is unlikely to revert to its previous state. A pivotal aspect of this great rethink is the evolving attitude towards work. While the initial stages of the pandemic saw individuals deprioritizing work due to stress, burnout, and remote work, new economic realities have set in. Customers Re-Evaluate Their Priorities Rising living costs and the possibility of a recession are causing a shift in sentiment, with fewer Americans viewing deprioritizing work as an affordable luxury anymore. Consumer sentiment regarding an improved work-life balance is showing signs of reversal, with the percentage of those feeling they have more time to enjoy today decreasing from nearly 70% in September 2021 to 51% in May 2022. A recent survey conducted by Accenture, encompassing 25,000 consumers across 22 countries, sheds light on how the pandemic has prompted a reevaluation of consumer purchasing behavior. Accenture identifies a segment of consumers called “Reimagined,” representing those who have changed their buying habits across various industries. These consumers expect companies to understand and address their changing needs during disruptive times, with a significant portion expressing disappointment in companies that have not provided adequate support. Considering these insights, Accenture identifies five purchasing motivations that align with consumers’ desires for improved well-being and confidence in the products, services, and companies they engage with. These motivations – health and safety, service and personal care, ease and convenience, product origin, and trust and reputation – carry implications for businesses, including those in the events industry. Impact on Events Applying these motivations to the context of business events, event organizers must prioritize safety protocols, personalize communications, provide digital and hybrid event options, incorporate sustainability practices, and build trust through consistent alignment with organizational values and mission statements. As consumers remain open to new experiences, now is an opportune time for experimentation and innovation within the events landscape. Salesforce to the Rescue If amidst this great re-think you are re-thinking how you do business, contact Tectonic today to learn how Salesforce could be the solution you need. Content updated November 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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November 2, 2021in Salesforce
Salesforce Marketing Cloud Advertising Studio
04Oct

What is the Difference Between a CRM and a DMP?

A DMP uses first-, second-, and third-party data, stored temporarily, creating an audience profile. Data is obtained from various online and offline sources, and mobile sources. A CRM system is typically managed by a sales team, with limited data integration. Is CRM a DMP? While a DMP uses anonymous, third-party data, a CRM and a CDP use first-, second-, and third-party data. Goal. DMPs are built for prospecting, CRMs are built to manage and nurture customers, and CDPs help engage and personalize all phases of the customer experience. Is Salesforce a DMP? Salesforce DMP, called Audience Studio, is a platform that collects, stores, organizes, and centralizes data from different sources, own or external. It works in real time, unifying user data collected from multiple sources into a single profile for each customer. Salesforce proper, the database, is a CRM, not a DMP. Who uses DMP? Marketers who are getting started with audience segmentation for digital advertising can get the most utility out of a DMP. A DMP organizes all the data collected about a prospect or customer. Do you need a DMP? Use a DMP if you want to build marketing campaigns for audiences that are unfamiliar with your business. DMPs are best for this because of their use of third-party data. They can give you access to audiences that you don’t know. Why is CDP better than DMP? DMPs are effective for digital channels and audience segmentation. CDPs, on the other hand, are beneficial for social media websites, offline interactions, and insights into customer needs and purchase behavior. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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October 4, 2021in Data, Salesforce, Salesforce Data Cloud
Salesforce Sales Cloud
07May

Salesforce for the Inside Sales Team

Inside sales serves as the cornerstone of a thriving sales organization. The efficient model using Salesforce for the inside sales team enables the delivery of personalized human interactions. Salesforce facilitates rapid scalability. Inside sales involves sales representatives engaging with and selling to customers via phone or digital channels rather than face-to-face interactions. This approach not only streamlines business operations but also fosters organizational and personal growth. Modern technology enhances the productivity and effectiveness of inside sales teams by providing valuable data and insights. Whether your team is making or receiving calls, employing the inside sales methodology, business development, or a similar approach yields results. This strategy, known as Sales Engagement, focuses on promptly connecting with customers through their preferred channels. In today’s fast-paced environment, buyers expect personalized engagement and that it aligns with their needs. Inside sales teams, often responsible for initial contact and research, play a crucial role in setting the stage for a successful sales process. Salesforce for the inside sales team provides that personalized engagement,. This example is actually how Salesforce itself handles inside sales. Inside sales teams can be structured as generalized, specialized, or segmented entities, catering to diverse business needs. Salesforce, following a Quantity and Quality approach, emphasizes multiple touches to nurture leads effectively. Leveraging advanced tools and strategic timing, Salesforce maximizes sales touches, ensuring engagement during opportune moments. The organization has mastered the art of striking while the iron is hot, reaching out to potential leads promptly after engagement. Salesforce combines quantity with quality, recognizing that 64% of customers expect personalized engagement based on past interactions and interests. Salesforce representatives meticulously research target companies to tailor personalized sales communications. Sales Engagement Of particular interest are the tools employed by Salesforce for inside sales. Sales Engagement, a solution automating record-keeping and streamlining the selling process, is accessible to all Salesforce customers as an add-on to Sales Cloud. With features like email integration, automated activity logging, Sales Dialer, and AI-driven tools like Einstein Lead Scoring and Einstein Conversation Insights, Salesforce empowers its inside sales teams. They work smarter, not harder. High Velocity Sales Salesforce’s Sales Engagement tool, formerly known as High Velocity Sales, enhances inside sales reps’ ability to engage buyers more efficiently, effectively, and with greater agility. With the right tools at their disposal, inside sales teams can provide a seamless experience, essential for winning and retaining new business. Tectonic recognizes the pivotal role of inside sales and supports our clients in optimizing their processes with Salesforce’s Sales Engagement tool, ensuring a more streamlined and productive approach to closing deals. Contact Tectonic today to discuss how Salesforce Sales Engagement can empower your inside sales team. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 7, 2021in Data, Salesforce, Salesforce Einstein, Salesforce Sales Cloud, Technology
Einstein Discovery
21Apr

Einstein Discovery Analysis

Elevate Your Business Outcomes with Einstein Discovery Analysis Einstein Discovery revolutionizes your approach to predictive analytics, allowing you to effortlessly build reliable machine learning models without any coding. Reduce reliance on data science teams with an intuitive model-building wizard and streamlined monitoring process. Transition swiftly from data to actionable insights, ensuring every decision is guided by intelligence. Enhance Your Business Intelligence with Einstein Discovery Incorporate statistical modeling and machine learning into your business intelligence with Einstein Discovery. Seamlessly integrated into your Salesforce environment, operationalize data analysis, predictions, and enhancements with clicks, not code. Developers can utilize the Einstein Prediction Service to access predictions programmatically, while data specialists can predict outcomes within recipes and dataflows. Tableau users can also leverage Einstein Discovery predictions and improvements directly within Tableau. Advanced Analytics Made Simple with Einstein Discovery Einstein Discovery offers a comprehensive suite of business analytics tailored to your specific data needs. Licensing and Permission Requirements for Einstein Discovery To utilize Einstein Discovery, your organization needs the appropriate license, with user accounts assigned relevant permissions. Supported Use Cases and Implementation Tasks Einstein Discovery solutions effectively address common business use cases, typically involving a series of defined implementation tasks. Key Differentiation: Einstein Analytics vs. Einstein Discovery While Einstein Analytics integrates predictive and analytical capabilities within Sales, Service, and Marketing clouds, Einstein Discovery is specifically focused on providing actionable insights and data-driven stories. Key Benefits of Einstein Discovery Supported Data Integration and Functionality Einstein Discovery enables direct integration and import of data from external sources like Hadoop, Oracle, and Microsoft SQL Server. It extracts data from diverse sources, leveraging AI, ML, and statistical intelligence to identify patterns and generate informed predictions. Enhanced Features Einstein Discovery seamlessly integrates insights into Tableau workflows, unlocks insights from unstructured data, fine-tunes prediction accuracy with trending data, handles missing values in datasets, accelerates prediction processing with high-volume writeback, and offers enhanced settings panels for efficient prediction management. Partner with Tectonic for Expert Guidance Collaborate with experienced Salesforce services providers like Tectonic to maximize the benefits of Einstein Discovery, ensuring a seamless implementation process and ongoing support. Empower Your Business with Einstein Discovery Einstein Discovery delivers automated data analysis, interactive visualizations, and predictive insights to elevate decision-making and optimize business operations. Unlock the power of AI-driven analytics within your Salesforce ecosystem to accelerate growth and gain a competitive edge. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 21, 2021in Data, Google, Salesforce, Salesforce Einstein, Unified Knowledge

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