App Archives - gettectonic.com - Page 72
Quip Joins Sales and Service Clouds
22Apr

Quip Joins Sales and Service Clouds

Salesforce has integrated Quip into its Sales and Service Cloud platforms, marking a significant shift since acquiring the collaboration tool in 2016. Previously a standalone product, Quip’s functionality is now embedded directly into Salesforce, enabling teams to collaborate seamlessly within the context of their business workflows. Quip Joins Sales and Service Clouds. Alan Lepofsky, VP of Salesforce Quip, highlights the benefits of this integration, emphasizing how it allows sales and customer support teams to collaborate more effectively, leading to improved alignment and efficiency, ultimately enhancing the customer experience. Within Sales and Service Cloud, Quip appears as a tab, where employees can collaborate on documents without switching between multiple applications. Administrators can create templates to streamline team collaboration, enabling quick access to relevant information for specific accounts or issues. In the customer service context, agents can use Quip to discuss and resolve issues efficiently while interacting with customers. Despite existing partnerships with other collaboration tools, Salesforce is now leveraging Quip as a native productivity and collaboration tool, emphasizing its integration directly into CRM and customer service workflows. While the idea of a unified collaboration platform is appealing, it remains to be seen whether customers will fully adopt Quip over other existing tools. In the meantime, Quip will still be available as a standalone product alongside its integration into Salesforce’s offerings. 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

Read More
April 22, 2019in Salesforce
Lead Generation Strategy
15Apr

Lead Generation Strategy

What Is Lead Generation? Lead generation strategy is not just about driving quality leads into the sales funnel or pipeline, but also managing the growth of your company through inbound marketing. So why is lead generation important? Most businesses depend on the inbound flow of leads, so the ability to appropriately manage that inbound flow is crucial.  Lead Generation Strategy can be the key to quality AND quanitity leads. Find Your Main Metric To help manage the flow of leads, it’s important to have the right tools—such as analytics and strategy. And perhaps even more importantly, your team must be fully aligned to your primary or main metric and willing to build a measurement framework to help reach that metric. What’s a main metric? It’s a metric that indicates growth for your business, can be tied to increased product engagement, and, eventually, results in revenue. In other words, it’s a pretty powerful way of measuring your lead generation success. See How They Approach Lead Generation at Salesforce For Salesforce, the main metric is when an opportunity reaches stage two—which means a prospective customer has been qualified by our sales development org and verified by our sales lead. Taking the time to identify and commit to your own north star metric ensures you spend the right amount of money, in the right areas, and towards the right people. Easier said than done, right? Let’s hear Zand Ushijima, Senior Director of Field Growth Marketing, explain how they approach lead generation at Salesforce. https://play.vidyard.com/mVbGWSmCKkdrhT9kU2kjRh Key Timestamps 0:00 – Salesforce on Salesforce Intro 0:43 – What is Lead Generation? 1:53 – Tip #1: North Star metric framework 3:54 – Tip #2: Not all leads are created equal 6:02 – Tip #3: Test. Learn. Iterate. Scale. 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

Read More
April 15, 2019in Salesforce
Salesforce Job-Training Initiative
13Apr

Salesforce Job-Training Initiative

Salesforce.com Inc, a San Francisco-based cloud software company, announced on Thursday that it is joining a White House Salesforce Job-Training Initiative to provide new skills training for U.S. workers. The company, known for its internet-based software used by sales and marketing departments, plans to offer online training to up to 500,000 workers for jobs involving Salesforce’s software systems. However, the company did not disclose the financial commitment for this effort. The White House’s “Pledge to America’s Workers” initiative, launched last year, has over 200 participating companies. Salesforce CEO Marc Benioff is set to announce the news at an event in Indiana with Ivanka Trump, where Salesforce employs nearly 2,000 people. Benioff, who purchased Time magazine last year, is recognized for his support of progressive policies. Notably, he supported a tax increase on large businesses in San Francisco to fund homelessness solutions, a measure that San Francisco voters approved. Salesforce faced criticism from a Texas immigrant rights group last year for providing software to U.S. Customs and Border Protection. In response, Benioff highlighted that the company’s philanthropic arm donated over $1 million to organizations aiding migrant families at the U.S.-Mexico border. 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

Read More
April 13, 2019in Salesforce
Salesforce Sales Cloud
09Apr

Salesforce Sales Cloud Explained

Salesforce Sales Cloud is Salesforce’s premier product, originating with the company’s birth in 1999, and currently commands the largest market share among all available Customer Relationship Management (CRM) solutions. With a core mission to expedite the sales cycle, Sales Cloud furnishes companies with an array of tools for efficient management of leads, opportunities, businesses, and individual contacts. While it predominantly caters to Business-to-Business (B2B) enterprises, Sales Cloud encompasses features like quoting, product management, and forecasting tailored to meet the needs of sales managers. In addition to its foundational features, Sales Cloud offers a suite of add-on products that further enhance its capabilities. These include Sales Cloud Einstein, Inbox, Salesforce Maps, Lightning Dialer, Lightning Scheduler, Salesforce Engage, Einstein Sales Analytics, and Revenue Analytics. These supplementary products provide advanced functionalities and analytics, elevating the overall sales experience for businesses utilizing Sales Cloud. What does Salesforce do? It helps teams work better together. Your business may use a single Customer 360 app, or a combination of many. By improving team communications, automating repetitive tasks, and surfacing more insights with the help of AI, our customers drive greater business success. Connect the dots between marketing and sales. Bring all your customer data together in one place to inform campaign strategy, audiences, and content. Use generative AI to create personalized messages and send them to prospects right where they are most likely to engage with them. When customers click on your ad or website, an automated message is sent to sales, notifying the team of a new lead. Tectonic is please to announce our Sales Cloud Implementation Solutions. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

Read More
April 9, 2019in Data, Enterprise, Generative AI, Salesforce, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Sales Cloud
Action Plans in Partner Communities
03Apr

Action Plans in Partner Communities

Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital document for prioritizing community needs, outlining a set of activities, and aiding Local and State governments in understanding community requirements. What is the Salesforce Partner Community? The Salesforce Partner Community is a dedicated portal designed and maintained exclusively for Salesforce partners. It serves as a platform for partners to manage their business activities, gain insights into best practices, and interact with Salesforce employees within a secure environment. Enable action plan features in your partner communities by providing action plan templates and plans. Customize community home and record detail pages while creating and assigning user profiles for partner community users. Action Plans are accessible in partner communities equipped with an External Apps for Financial Services license or a Customer Community Plus for Financial Services license. Create a Community User Profile for Action Plan Users Generate a partner community profile with access to action plan templates and action plan objects. Create a Permission Set for Partner Community Action Plan Users Develop a permission set to grant partner community users access to action plan templates and action plans. Update the Experience Cloud Home Page with Action Plans Showcase action plan template and action plan lists on the partner community home page. Update Community Record Detail Pages with Action Plans Integrate action plan lists into Record Detail pages within communities. What should an action plan include? An action plan consists of seven key steps: setting objectives, assessing objectives, identifying necessary actions, determining evaluation methods, establishing a timeframe, identifying resources, finalizing the plan, and evaluating results. What is the most important component of an action plan? Action plans primarily encompass “what,” “who,” and “when.” They delineate the action steps (“what”) required to achieve goals, designate responsible individuals (“who”), and set projected completion dates (“when”). Crucially, action plans elucidate the “why” behind program goals. Supported Salesforce Objects Action plan templates (and subsequent action plans) can be created for various objects based on Salesforce configuration and available licenses. Target objects for action plan templates include Account, Assets and Liabilities, Business Milestone, Campaign, Card, Contact, Contract, Lead, Opportunity, and Custom Objects. Action Plans are accessible in partner sites with an External Apps for Financial Services license or a Customer Community Plus for Financial Services license for financial services users. To make Action Plans available to partners, create and assign user profiles for partner sites users. Simplify the process by customizing your site home and record detail pages. Action Plan Templates Vs. Action Plans When working with Action Plans, begin by creating action plan templates. Understand the distinction between an action plan template and an action plan: What’s Inside an Action Plan Action Plans and templates may include various items: How Action Plan Templates and Action Plans Work Together In an action plan template, assign tasks to individuals, roles, queues, or the plan creator. When creating an action plan from a template for a specific target record, items are assigned accordingly. Users interact with tasks using standard Salesforce interfaces, recording status information through the Action Plans details view. Target records display related action plans. Content updated October 2022. 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

Read More
April 3, 2019in Salesforce, Salesforce Experience Cloud, Salesforce Sales Cloud
Salesforce XML
26Mar

XML-Based Messaging Protocol

The primary focus of the XML based messaging Protocol Working Group is to establish a framework for XML-based messaging systems. This framework encompasses the specification of a message envelope format and a method for data serialization. While the emphasis is on RPC applications, the framework adheres to the specified principles, catering not exclusively but primarily to RPC applications. XML messaging represents a rapidly growing, dynamic area of IT, a situation that makes it exciting and tiresome at the same time. As B2B exchanges and other forms of inter-business electronic communication grow, XML messaging will be more widely deployed than ever. Dirk Reinshagen, Javaworld What are XML messages? XML Messaging format is designed to facilitate the exchange of structured information in the implementation of Web Services within computer networks. An XML interface serves as the foundational layer of a web services protocol stack, providing a fundamental messaging framework upon which web services can be constructed. How can XML text messages be read? XML files are encoded in plaintext, allowing them to be easily opened and read in any text editor. To do so, right-click the XML file and select “Open With.” A list of programs to open the file will appear, and you can choose “Notepad” (Windows) or “TextEdit” (Mac) for clear readability. SOAP API (Simple Object Access Protocol) is a protocol used for accessing web services in Salesforce. It enables developers to interact with the Salesforce platform using a standardized messaging format and receive data in the form of XML. is 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

Read More
March 26, 2019in Data, Salesforce
marketing cloud brand builder
20Mar

Marketing Cloud BrandBuilder

BrandBuilder: Enhance the visual identity of your Marketing Cloud account by incorporating your company logo and adjusting the default color scheme. In Enterprise 2.0, the flexibility extends to creating multiple brands that can be assigned to distinct business units. Marketing Cloud BrandBuilder customizes your platform. When crafting your email template, leverage the chosen color scheme to ensure consistent brand representation. Additionally, Experience Builder provides branding options, allowing the creation of Branding Sets. These sets serve as comprehensive collections, encompassing images, fonts, and colors, profoundly transforming the appearance of your site. The Experience Builder’s Theme panel serves as the focal point for managing Branding Sets. Utilizing these sets, you can swiftly modify the site’s look for diverse audiences, seamlessly transitioning between brands or presentations for various campaigns or events. It’s important that if you are using a pre-built theme, the branding set won’t impact the header and hero areas of your site. Each site can be associated with multiple branding sets, offering the flexibility to maintain and manage various collections of colors and elements. These sets can be applied manually or programmatically through Audiences. Should you not find options to control specific aspects of your site in the Theme panel or component properties, you have the ability to create custom CSS overrides. Marketing Cloud Brandbuilder let’s you upload your logo and use pre-designed color schemes to match. The color scheme applies to these areas. Logo and images: 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

Read More
March 20, 2019in Data, Enterprise, Salesforce, Salesforce Marketing Cloud
Brandbuilder
18Mar

Brandbuilder

BrandBuilder:Enhance the visual identity of your Marketing Cloud account by incorporating your company logo and adjusting the default color scheme. In Enterprise 2.0, the flexibility extends to creating multiple brands that can be assigned to distinct business units. When crafting your email template, leverage the chosen color scheme to ensure consistent brand representation. Additionally, Experience Builder provides branding options, allowing the creation of Branding Sets. These sets serve as comprehensive collections, encompassing images, fonts, and colors, profoundly transforming the appearance of your site. The Experience Builder‘s Theme panel serves as the focal point for managing Branding Sets. Utilizing these sets, you can swiftly modify the site’s look for diverse audiences, seamlessly transitioning between brands or presentations for various campaigns or events. It’s noteworthy that if you are using a pre-built theme, the branding set won’t impact the header and hero areas of your site. Brandbuilder Each site can be associated with multiple branding sets, offering the flexibility to maintain and manage various collections of colors and elements. These sets can be applied manually or programmatically through Audiences. Should you not find options to control specific aspects of your site in the Theme panel or component properties, you have the ability to create custom CSS overrides. Content updated September 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

Read More
March 18, 2019in Enterprise, Salesforce
Salesforce Telephony
15Mar

Salesforce Telephony

Salesforce Telephony Integration. Get on the phones faster with out-of-the-box telephony integration with Amazon Connect or a range of partners on the Salesforce AppExchange. Embed the phone into your digital channels in Service Cloud to provide a holistic view of your customer conversations. Can we call through Salesforce? A phone lets your team take and make calls alongside their other work in Salesforce. You can create a phone with Salesforce using Sales Dialer or Dialer for Essentials, or you can integrate a third-party phone product. CTI, or computer telephony, is a key element of an omnichannel customer service strategy. Salesforce CTI is one of the most popular methods used to connect organizations’ telephone and computer systems. What is telephony in Salesforce? Telephony integration enhances communication and streamlines workflows by allowing users to handle calls, track call data, and access customer information all in one place. Telephony in Salesforce is done through a VOIP (voice over internet protocol) service. “With Talkdesk, I can focus on what is important to customers, instead of fighting with our phone system. Not having to worry about your technology is half the battle.” Megan Miles Customer Service Manager at Zumiez Using the Telephony Integration API The Telephony Integration API allows you to programmatically manage a voice call. The provided Amazon Connect Lambda functions automatically use these endpoints to perform telephony functions, but you can also use these APIs separate from the provided Lambda functions. 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

Read More
March 15, 2019in Data, Google, Salesforce, Salesforce Sales Cloud, Technology
Client Credential Flow
07Mar

Client Credential Flow

Configuring Client Credentials Flow in Salesforce The OAuth 2.0 Client Credentials Flow allows seamless information sharing between two applications without requiring user input. In this flow, a client application exchanges its credentials (client ID and client secret) for an access token, enabling secure access to a target Salesforce org. Steps to Configure the Client Credentials Flow In the Target Org: Setting Up the Connected App In the Source Org: Setting Up External Credential and Named Credential Enabling OAuth Client Credentials Flow Configuration Process Security Considerations Expanded Availability for More Editions Previously limited to Enterprise Edition due to the API Only User permission, the client credentials flow is now available in all editions, including Professional, Performance, Unlimited, and Developer Editions. How This Works Across Editions User Permissions Needed For more information, consult Salesforce documentation or your system administrator. 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

Read More
March 7, 2019in Enterprise
Tectonic Salesforce Services
06Mar

Salesforce Core API Calls

Here’s a list of Salesforce core API calls for your handy reference. List of Salesforce Core API calls: Call Description convertLead() Converts a Lead into an Account, Contact, or (optionally) an Opportunity. create() Adds one or more new individual objects to your organization’s data. delete() Deletes one or more individual objects from your organization’s data. deleteByExample() Deletes objects from your organization’s data using an sObject as a template for what to delete. All data in a big object matching the values in the sObject templates are deleted. emptyRecycleBin() Delete records from the recycle bin immediately. executeListView() Executes a list view’s SOQL query to retrieve data, labels, and actions from a list view. findDuplicates() Performs rule-based searches for duplicate records. The input is an array of sObject, each of which specifies the values to search for and the type of object that supplies the duplicate rules. The output identifies the detected duplicates for each object that supplies the duplicate rules. findDuplicates() applies the rules to the values to do the search. The output identifies the detected duplicates for each sObject. findDuplicatesByIds() Performs rule-based searches for duplicate records. The input is an array of IDs, each of which specifies the records for which to search for duplicates. The output identifies the detected duplicates for each object that supplies the duplicate rules. findDuplicatesByIds() applies the rules to the record IDs to do the search. The output identifies the detected duplicates for each ID. getDeleted() Retrieves the IDs of individual objects of the specified object that have been deleted since the specified time. For information on IDs, see ID Field Type. getUpdated() Retrieves the IDs of individual objects of the specified object that have been updated since the specified time. For information on IDs, see ID Field Type. invalidateSessions() Ends one or more sessions specified by sessionId. login() Logs in to the login server and starts a client session. logout() Ends the session of the logged-in user. merge() Merges records of the same object type. performQuickActions() Executes quick actions of type create or update. process() Submits an array of approval process instances for approval, or processes an array of approval process instances to be approved, rejected, or removed. query() Executes a query against the specified object and returns data that matches the specified criteria. queryAll() Same as query(), but includes deleted and archived items. queryMore() Retrieves the next batch of objects from a query. retrieve() Retrieves one or more objects based on the specified object IDs. search() Executes a text search in your organization’s data. undelete() Undelete records identified with queryAll(). update() Updates one or more existing objects in your organization’s data. upsert() Creates objects and updates existing objects; matches on a custom field to determine the presence of existing objects. 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

Read More
March 6, 2019in Data, Salesforce, Salesforce Development Services
marketing automation
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 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

Read More
March 4, 2019in Data, Marketing Automation, Salesforce, Salesforce Development Services, Salesforce Implementation Services, Salesforce Marketing Automation
Data Collection
02Mar

Collecting Customer Data and Acting On It

Salesforce Data Collection and Customer Journey Mapping for Better Outcomes At the forefront of customer engagement, sales revenue leaders have a pivotal role in shaping a company’s overarching strategy and enhancing customer experience (CX). Through the extraction of valuable insights from Salesforce data collection, they illuminate areas for improvement, fostering long-term revenue growth.  This is all driven by customer data. Customer Journey Mapping A powerful method to gain a comprehensive understanding of the customer journey involves creating a customer journey map. This is based on your Salesforce data collection. This map traces customers’ experiences, unveiling pain points and moments of truth within the sales process. Utilizing this information, companies can enhance CX, predict revenue more accurately, and make data-driven decisions. For instance, if sales revenue executives observe that only a limited number of customers are transitioning from a free service to a paid one, they can experiment with innovative approaches to prompt purchases. Employing digital nudges, such as reminding customers of the limited time remaining to avail the free service, revenue leaders can iterate and refine their strategies until they resonate with customers. Salesforce Next Best Action can notify sales representatives of customers most likely to be ready to convert. Salesforce automations can move likely to convert customers to next best action campaigns and make intuitive decisions based upon predetermined criteria. Thanks to technological advancements in Salesforce, tracking and analyzing customer behavior is now more accessible than ever. Leveraging data analytics, AI, and machine learning, companies can delve deeper into every digital touchpoint, assessing its impact on CX. This empowers revenue leaders to evaluate the success of diverse initiatives, compare the effectiveness of multiple communication channels, and make decisions grounded in data. Decision Based on Salesforce Data Collection One consequential decision involves identifying high-value customers in the sales pipeline. Through data analytics, revenue leaders can ascertain which customers are most likely to complete a purchase, allowing for resource allocation optimization. This approach prevents the squandering of time and resources on low-value prospects and facilitates an accurate prediction of future revenue. Sales revenue leaders emerge as key drivers of growth and CX enhancement. By harnessing technology and data-driven insights, they can make informed decisions, fine-tune customer journeys, and ultimately propel revenue growth. Let Tectonic craft a tailored program for data collection and customer journey mapping today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
March 2, 2019in Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Sales Cloud
Salesforce Quote-to-Cash
27Feb

Acronyms for Quote-to-Cash

Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. Acronym Meaning Defintion ACV Annual Contract Value The annual revenue generated from each customer contract, each year. ARR Annual Recurring Revenue The annual revenue generated from all customer contracts (ie. the company-level revenue), a metric used by subscription-based businesses (such as those offering SaaS – software as a service). CLM Contract Lifecycle Management CLM tools manage the complexities of the contract lifecycle: the creation of the contract itself, which can range from a simple, single-page agreement to a massive list of specifications and amendments. Then you have the negotiation process and the approval process. And finally, you must manage the post-approval period, which generally consists of administering the contract, enforcing terms, and data reporting (source). CPQ Configure Price Quote CPQ tools enable sales teams to quickly and accurately generate quotes. Salesforce CPQ is an add-on product that sits on top of Sales Cloud. There are multiple CPQ tools that can be integrated with Salesforce. MDQ Multi-Dimensional Quoting Commonly used for quoting with multiple years/terms/segments where you may have a ramp-up in price over the course of the segments and/or a ramp-up in the quantity of the product being sold. SKU Stock Keeping Unit “A unique number assigned by a retailer to items in their inventory” (source). A SKU in the computer system ties directly to a physical product through a bar code. TCV Total Contract Value The total revenue generated from each customer contract, for all years. For example, a 3-year contract with $1 mil ACV will be $3 mil in TCV. 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

Read More
February 27, 2019in Data, Salesforce, Salesforce CPQ, Salesforce Financial Cloud, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Revenue Cloud, Salesforce Sales Cloud

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com