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15Mar

Salesforce 360

Salesforce is the world’s leading customer relationship management (CRM) platform, empowering businesses of all sizes to transform how they engage with customers, streamline operations, and drive sustainable growth. A 360-degree customer view provides a full vision of who your customers are and what they need. In today’s competitive business world, success hinges on the seamless management of sales, marketing, and customer service processes. With Salesforce, your organization gains access to a powerful suite of tools designed to automate workflows, enhance collaboration, and uncover deep customer insights that fuel smarter decision-making. What truly sets Salesforce apart is its unparalleled flexibility and scalability. Whether you’re a startup looking to establish a solid CRM foundation or an enterprise seeking advanced AI-driven automation, Salesforce adapts to your unique business requirements. Its customizable architecture ensures that as your business evolves, so does your CRM—keeping you ahead of the curve. At the core of every thriving organization is not just an exceptional customer experience but also an empowered workforce. We recognize that a seamless, intuitive CRM system is vital for both customer satisfaction and employee efficiency. That’s why our team of Salesforce-certified consultants goes beyond just implementing technology—we take a strategic approach to designing solutions that align with your long-term business goals. With deep industry expertise and a business-first mindset, we help organizations leverage the full potential of Salesforce. From initial strategy and system design to implementation, integration, and ongoing support, we deliver end-to-end solutions that optimize processes, enhance engagement, and drive measurable results. Let’s work together to transform your Salesforce investment into a powerful engine for growth and customer success. Contact Tectonic today. 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

March 15, 2019in Enterprise, Salesforce, Technology

04Mar

Marketing Automation

Marketing automation is software tool that handles routine marketing tasks without the need for human action or intervention. Common marketing automation workflows include email marketing, behavioral targeting, lead prioritization, and personalized advertising. Marketing automation is the use of technology to automatically perform marketing tasks, such as: email campaigns, social media advertising, behavioral targeting, re-targeting, lead prioritization, and personalized advertising. Marketing automation can help teams: become more efficient, improve the customer experience, increase traffic, engage audiences, and acquire new customers. Some benefits of marketing automation include: Some marketing automation tools include: With the emergence of artificial intelligence (AI), marketing automation is enabling marketers to deliver more targeted and personalized content. What are marketing automation strategies? An automation strategy is a playbook for a brand’s automated marketing tactics. It should answer the who, what, where, when and how of your automation plan. Your plan should tell you: Who your audience is. Include detailed information on your target audience and each of the audience segments. Does marketing automation really work? Marketing automation can be a real game-changer for small businesses. It helps you score, sort, and nurture leads throughout the sales cycle, boosting conversions by targeting customers with the highest purchasing potential. All without the need for human intervention. This frees your marketing and sales professionals up to do other work. Customer journeys are the sum of individual personalized experiences with your brand. With automation, you can tailor every interaction based on customer data to create ongoing, seamless journeys through every brand touchpoint. 5 Steps to Getting Started with Marketing Automated Campaigns Here are some best practices to keep in mind when designing your marketing automation strategy: Tectonic has extensive experience launching automation solutions running in the Salesforce ecosystem. If you are ready to automate the marketing process in Salesforce, contact Tectonic today. Content updated December 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 4, 2019in Data, Marketing Automation, Salesforce, Salesforce Development Services, Salesforce Implementation Services, Salesforce Marketing Automation

19Feb

Mapping Your Customer Journey

Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term growth. This gives a holistic view of the entire customer lifecycle, from initial awareness to post-purchase engagement. Your vision for your web site should align with your company’s goals. Now you are going to focus on a site experience that encourages visitors to interact with your content. Start by understanding your customers’ needs. Mapping your customer journey enables you to focus on touch points most relevant to conversions. A customer journey map is a visual representation of the customer’s experience with a company, from their first interaction to their ongoing relationship. It helps businesses understand how customers interact with their brand, and can help with predicting behavior, anticipating needs, and responding effectively. Here are some steps to consider for creating a customer journey map: The customer journey typically has five stages: awareness, consideration, decision, retention, and advocacy. Companies can use the 5 A’s framework to guide customers through each stage: awareness, attraction, action, affinity, and advocacy. Follow these seven steps to craft a comprehensive and impactful customer journey map: Step 1: Establish Personas The foundation of creating a customer journey map lies in establishing personas. These are fictional representations of your ideal customers, grounded in demographic, psychographic, and behavioral information. Developing personas provides a deeper understanding of your target audience, enabling tailored marketing and sales strategies to meet their unique needs. Each persona may represent a unique prospect, a unique need, a unique channel, or all of the above. Step 2: Determine the Journey Next, identify the journey your personas undertake when interacting with your brand. This encompasses every touchpoint, from initial discovery to post-purchase engagement. Recognize that the journey may differ for various personas, necessitating the creation of separate maps for each. Each journey, likewise, can have multiple paths. Step 3: Outline the Stages The stages section of your journey map delineates the customer’s relationship with your company, spanning from initiation to conclusion. Standard customer lifecycle stages may include Discover, Explore, Buy, Use, Ask, and Engage. However, tailor the stages to be more specific to your business and persona. Step 4: Set Persona Goals Understand the goals your persona aims to achieve throughout their journey. Begin with a high-level goal for your journey map and break it down into stages. Uncover persona goals through brainstorming, surveys, customer interviews, and analysis of support feedback. Validate your findings through additional research. Step 5: Map Out Touchpoints Identify the various touch points at each stage of your map, plotting them logically in a sequence. Step 6: Consider Other Key Elements Take into account additional elements like customer feedback, friction points, pain points, and challenges that emerge during the journey. Step 7: Identify Areas for Improvement Pinpoint areas in the customer journey that may not be functioning optimally and brainstorm solutions to enhance the overall experience. Dedicate a section of your map to address these improvement opportunities. A customer journey map offers a concise representation of opportunities for automation and improvement in your company’s interactions with customers. Content updated December 2024. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

February 19, 2019in Data, Marketing Automation, Salesforce, Salesforce Commerce Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Personalization, Salesforce Sales Cloud, Salesforce Service Cloud

21Sep

Salesforce’s Quest for AI for the Masses

The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Elm furniture store on University Avenue in Palo Alto. A group of artificial intelligence enthusiasts within Salesforce, seeking to enhance the impact of machine learning models, embarked on this mission two years ago. While shoppers checked out furniture above, they developed a system to automate the creation of machine learning models. Thus Salesforce’s Quest for AI for the Masses started. Despite being initially named after the Transformers leader, the tie-in was abandoned, and Salesforce named its AI program Einstein. This move reflects the ambitious yet practical approach Salesforce takes in the AI domain. In March, a significant portion of Einstein became available to all Salesforce users, aligning with the company’s tradition of making advanced software accessible via the cloud. Salesforce, although now an industry giant, retains its scrappy upstart identity. When the AI trend gained momentum, the company aimed to create “AI for everyone,” focusing on making machine learning affordable and accessible to businesses. This populist mission emphasizes practical applications over revolutionary or apocalyptic visions. Einstein’s first widely available tool is the Einstein Intelligence module, designed to assist salespeople in managing leads effectively. It ranks opportunities based on factors like the likelihood to close, offering a practical application of artificial intelligence. While other tech giants boast significant research muscle, Salesforce focuses on providing immediate market advantages to its customers. Einstein Intelligence The Einstein Intelligence module employs machine learning to study historical data, identifying factors that predict future outcomes and adjusting its model over time. This dynamic approach allows for subtler and more powerful answers, making use of various data sources beyond basic Salesforce columns. Salesforce’s AI team strives to democratize AI by offering ready-made tools, ensuring businesses can benefit from machine learning without the need for extensive customization by data scientists. The company’s multi-tenant approach, serving 150,000 customers, keeps each company’s data separate and secure. Salesforce’s Quest for AI for the Masses To scale AI implementation across its vast customer base, Salesforce developed Optimus Prime. This system automates the creation of machine learning models for each customer, eliminating the need for extensive manual involvement. Optimus Prime, the AI that builds AIs, streamlines the process and accelerates model creation from weeks to just a couple of hours. Salesforce plans to expand Einstein’s capabilities, allowing users to apply it to more customized data and enabling non-programmers to build custom apps. The company’s long-term vision includes exposing more of its machine learning system to external developers, competing directly with AI heavyweights like Google and Microsoft in the business market. Originally published in WIRED magazine on August 2, 2017 and rewritten for this insight. 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

September 21, 2017in Artificial Intelligence, Data, Einstein 1 Platform, Generative AI, Google, Salesforce, Salesforce Einstein

16Feb

50 Advantages of Salesforce Sales Cloud

According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a key competitive differentiator. Conversely, where service is lacking, customers tend to be scarce. 52% of consumers have reportedly switched brands in the past year due to poor service, and even more alarming is that loss of revenue as a result of poor customer service costs U.S. businesses $1.6 trillion annually. That’s trillion with a T. Here are the top 50 reasons why Salesforce Service Cloud is the right choice for your business — and your clients. Sales Cloud powers your business to empower your customers. Access to real time data, advances in analysis and automation tools, and sales tools – all integrated with the full Salesforce ecosystem put the tools and resources you need at your fingertips. Talk to Tectonic today and discover the 50 reasons you cannot afford to overlook Salesforce Sales Cloud. Tectonic is please to announce our Sales Cloud Implementation Solutions. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

February 16, 2017in Data, Enterprise, Laws, Marketing Automation, Salesforce, Salesforce Einstein, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud

05Jun

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, and Salesforce’s CRM platform is no exception. Just a week after introducing a predictive decision-making tool in Marketing Cloud, Salesforce has unveiled a new Intelligence Engine for Service Cloud, designed to optimize customer interactions for service teams. One of the standout features is Intelligent Business Processes, which enables companies to assign cases dynamically based on agent expertise, case history, availability, or the channel through which the request originated. The system can also automate workflow triggers—escalating cases beyond support to sales or marketing. For example, high-value leads can be routed directly to top-performing sales teams for upsell opportunities. Intelligent Workload Management further enhances Service Cloud’s capabilities by automating case distribution across agents based on workload and skill set. Instead of manually assigning cases, the system ensures that tasks are balanced in real time. If an agent is engaged in a video consultation, for instance, new cases will be temporarily paused from reaching their queue until they become available. To improve customer experience, Seamless Omni-Channel Customer View ensures continuity across channels. If a customer initially reaches out via email but later requests a video chat, they’ll be routed to the same agent—eliminating the need to repeat information or restart the conversation. These innovations do more than just optimize service operations; they help businesses tailor customer interactions in a meaningful way, says Denis Pombriant, managing principal at Beagle Research Group. “Businesses often prioritize transactions, but customers need process—because process informs them about their needs and vendor capabilities,” Pombriant explains. “Using marketing analytics to identify customer needs from multiple data sources allows vendors to better understand their audience and provide the right solutions.” Many automated systems neglect this process-driven approach, instead focusing solely on transactions. Salesforce’s Intelligence Engine aims to bridge that gap. Service Cloud is priced at $135 per user, per month, while the Intelligence Engine will be generally available later this year—with pricing yet to be announced. Businesses interested in early access can contact their Salesforce account executive to join the pilot program. 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

June 5, 2015in Data, Enterprise, Salesforce

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