Automation Archives - gettectonic.com

18Apr

How AI Can Help Canadian Manufacturers Stay Competitive in a Changing Economy

Canada’s manufacturing sector faces mounting pressures—from a weak Canadian dollar to persistent supply chain disruptions. According to Salesforce’s Trends in Manufacturing Report, 63% of Canadian manufacturers say supply chain issues that began years ago still linger today, while unexpected equipment downtime costs large producers 8% of annual revenue. To navigate these challenges and future-proof operations, Canadian manufacturers must embrace AI-driven modernization—leveraging data intelligence, predictive analytics, and autonomous AI agents to boost efficiency, cut costs, and unlock new revenue streams. The Data Accessibility Challenge While 84% of Canadian manufacturers recognize the need to modernize, many struggle to extract real value from their digital investments. Key findings reveal: The problem? Siloed data prevents manufacturers from delivering real-time insights to frontline workers and AI tools—hindering predictive maintenance, inventory optimization, and customer service improvements. How AI Agents Drive Manufacturing Efficiency To maximize AI’s impact, manufacturers need a unified data platform (like Salesforce’s Manufacturing Data Cloud) that integrates: Autonomous AI agents (powered by natural language processing) can then automate decision-making, such as:✅ Detecting sales contract deviations and auto-correcting pricing or fulfillment issues.✅ Predicting equipment failures and scheduling proactive maintenance.✅ Optimizing stock levels by auto-reordering when inventory dips. 3 Key Areas Where AI Delivers Immediate ROI The Path Forward: Building an AI-Ready Foundation With economic uncertainty looming, Canadian manufacturers must act now to:🔹 Break down data silos (integrate IoT, ERP, and CRM systems).🔹 Deploy AI agents for autonomous decision-making in sales, maintenance, and logistics.🔹 Train teams to work alongside AI—not against it. The bottom line? AI isn’t just a competitive advantage—it’s becoming a necessity for survival in modern manufacturing. By harnessing connected data and intelligent automation, Canadian manufacturers can cut costs, boost productivity, and secure their future in an unpredictable global market. Ready to modernize? Start by auditing your data infrastructure—because AI is only as powerful as the insights it can access. Tectonic can help. 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

April 18, 2025in Agentforce Platform, AI Tools, Data, Salesforce, Salesforce Manufacturing Automotive Energy0 Comments

17Apr

Essential Teams Every SMB Needs

Lean & Mean: The Essential Teams Every SMB Needs to Thrive Gone are the days when success required massive budgets and bloated teams. Today’s most competitive small and medium businesses (SMBs) run lean, agile operations—often with remote teams, strategic outsourcing, and smart automation. But while you can cut costs, you can’t cut corners on these six core teams—the engine that keeps your business moving forward. 1. Sales & Customer Acquisition: Your Growth Engine Mission: Turn prospects into paying customers. Key Focus Areas: ✅ Lead generation – Find your ideal customers (social media, referrals, targeted outreach).✅ Pipeline management – Never let a hot lead slip through the cracks.✅ Closing deals – Guide buyers with confidence. Pro Tip: A CRM like Salesforce Starter Suite automates follow-ups, tracks leads, and uses AI to predict the best next steps. 2. Finance & Accounting: Your Money Guardians Mission: Keep cash flowing and finances healthy. Key Focus Areas: ✅ Bookkeeping – Track income, expenses, and profits.✅ Invoicing & payments – Get paid faster, pay vendors on time.✅ Tax compliance – Avoid penalties with organized records. Pro Tip: Tools like QuickBooks automate invoicing, expense tracking, and financial reporting. 3. Marketing & Branding: Your Storytellers Mission: Make sure the right people know (and love) your business. Key Focus Areas: ✅ Content marketing – Blogs, social media, videos that build trust.✅ Multi-channel campaigns – Email, social, SEO, ads.✅ Brand consistency – Same look, voice, and vibe everywhere. Pro Tip: With AI-powered tools like Agentforce, you can launch campaigns in minutes—just give a prompt, and it drafts emails, schedules posts, and optimizes engagement. 4. Operations & Logistics: Your Efficiency Experts Mission: Keep everything running smoothly behind the scenes. Key Focus Areas: ✅ Inventory management – Avoid stockouts or overstocking.✅ Supply chain optimization – Faster, cheaper deliveries.✅ Process automation – Reduce manual work. Pro Tip: Platforms like ShipBob automate order fulfillment, while Salesforce Operations Hub streamlines workflows. 5. Customer Support & Success: Your Retention Army Mission: Keep customers happy so they keep coming back. Key Focus Areas: ✅ Quick response times – Solve issues fast.✅ Proactive check-ins – Ensure customers succeed with your product.✅ Self-service options – FAQs, chatbots, tutorials. Pro Tip: Agentforce AI assistants handle 24/7 support, answering FAQs and escalating only when needed. 6. People & Culture: Your Team Builders Mission: Attract, retain, and empower top talent. Key Focus Areas: ✅ Hiring & onboarding – Find people who fit your culture.✅ Payroll & benefits – Keep employees happy.✅ Employee engagement – Foster a great workplace. Pro Tip: Salesforce Employee Service Management automates HR workflows, so your team spends less time on admin. How to Structure Your SMB for Success You don’t need corporate-level bureaucracy—just clarity, flexibility, and the right tools. 5 Steps to Build a Scalable Team Structure: 1️⃣ Identify core functions – What’s essential? (Sales, finance, marketing, ops, support, HR).2️⃣ Assign (or outsource) key roles – No need to hire full-time if a tool or freelancer can do it.3️⃣ Encourage cross-team collaboration – Break silos; share insights.4️⃣ Automate repetitive work – Free up time for high-value tasks.5️⃣ Stay adaptable – Evolve roles as you grow. The Bottom Line:With lean teams + smart tech, SMBs can punch above their weight. Starter Suite brings sales, service, marketing, and operations into one platform—so you stay nimble as you scale. 🚀 Want to optimize your small biz? Explore Salesforce for SMBs #SmallBusiness #Entrepreneurship #Salesforce #AI #BusinessGrowth 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

April 17, 2025in Agentforce Platform, Generative AI, Marketing Automation, Salesforce0 Comments

16Apr

Secure AI Innovation for CIOs

Secure AI Innovation for CIOs: Balancing Speed & Stability CIOs No Longer Choose Between Innovation and Security The role of the CIO has transformed. Once focused on maintaining infrastructure, today’s IT leaders are drivers of innovation—especially with AI reshaping business. But with great opportunity comes great responsibility: ✅ How do we innovate quickly without compromising security?✅ How do we protect customer data in an AI-driven world?✅ How do we optimize operations at scale? Salesforce Platform provides the secure, unified foundation CIOs need to lead AI adoption while maintaining governance. 3 Key Challenges for Modern CIOs 1. Innovate Fast—But With Guardrails AI’s potential is limitless, but implementation must be strategic: Salesforce Solution: 2. Protect Data to Build Trust AI runs on data—but unsecured data is a liability. CIOs must: Salesforce Solution: 3. Optimize Operations at Scale With 900+ SaaS apps per enterprise, visibility is critical. AI can: Salesforce Solution: Announcing: Enhanced Data Protection with Own Salesforce Platform now integrates Own Company—a leader in data management trusted by 7,000+ customers. New capabilities include: Product Key Benefit Backup & Recover Automated, scalable data restoration Salesforce Discover Feed clean data to BI tools—no prep needed Archive Store inactive data without bloating production Data Mask & Seed Anonymize sensitive data for safe testing The CIO’s AI Playbook With Salesforce Platform, you don’t choose between innovation and stability—you get both. 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

April 16, 2025in Data, Enterprise, Mulesoft, Salesforce, Salesforce Shield0 Comments

14Apr

Tectonic Shook Things Up at AgentForce World Tour in Denver

The Tectonic team attended Salesforce’s Denver AgentForce World Tour this week. It was a great experience to develop our AgentBlazer team and a true seismic time was had by all! AI Agents were the topic of conversation and kept things lively! One almost expected to meet an Agentic Robot around every corner. We were all excited to network with Salesforce, customers, and partners alike. Key Takeaways Autonomous AI agents can understand and interpret customers’ questions using natural language, with minimal human intervention. Here’s what you need to know. The AI Assistant Revolution: Empowering Every Employee Imagine if every person in your company—from the CEO to frontline employees—had a dedicated assistant at their fingertips. An assistant who:✔ Knows your customers inside out✔ Delivers instant, data-driven insights✔ Helps prioritize next best actions Thanks to AI agents, this future is already here—and it’s transforming how businesses operate. How AI Agents Are Supercharging Teams 1. Instant Insights, No Manual Work 🔹 Generative AI agents analyze your trusted customer data in seconds—eliminating hours of manual research.🔹 Sales, service, and marketing teams get real-time recommendations, allowing them to focus on high-impact work. 2. Scaling Teams Without Adding Headcount 🔹 AI agents handle routine tasks—customer inquiries, data entry, meeting prep—freeing employees for strategic work.🔹 Quickly ramp up productivity during peak demand without overburdening staff. 3. Proactive Problem-Solving 🔹 AI doesn’t just react—it predicts.🔹 Identifies risks, suggests optimizations, and prevents small issues from becoming big ones. 4. Personalized Support for Every Role 🔹 Sales: AI suggests the best leads, crafts follow-ups, and forecasts deals.🔹 Service: Resolves common cases instantly, escalating only when needed.🔹 Leadership: Delivers real-time business insights for faster decisions. The Future of Work Is AI-Augmented AI agents aren’t replacing humans—they’re empowering them. By automating the mundane and enhancing decision-making, they help teams:✅ Work smarter, not harder✅ Deliver better customer experiences✅ Stay ahead of the competition The question isn’t if your company should adopt AI agents—it’s how soon you can start leveraging them. Tectonic, a trusted Salesforce partner, is here to help. Ready to explore AI-powered productivity? Let’s talk about the right AI strategy for your business. AI Agents: Your Intelligent Digital Workforce What Is an AI Agent? An AI agent is an autonomous artificial intelligence system that understands, processes, and responds to customer inquiries—without human intervention. Built using platforms like Agentforce, these agents leverage machine learning (ML) and natural language processing (NLP) to handle tasks ranging from simple FAQs to complex problem-solving. Unlike traditional AI, which requires manual programming for each task, AI agents continuously learn and improve from interactions, becoming smarter over time. How Do AI Agents Work? AI agents operate through a seamless four-step process: 💡 Result? Faster resolutions, happier customers, and more efficient teams. 6 Game-Changing Benefits of AI Agents Feature Impact 1. 24/7 Availability Instant support across time zones. 2. Hyper-Efficiency Handle thousands of queries simultaneously—no wait times. 3. Smarter Escalations Auto-route complex cases to the best-suited human agent. 4. Personalized Experiences Tailor responses using real-time customer data. 5. Scalability Grow support capacity without hiring more staff. 6. Data-Backed Insights Uncover trends to optimize operations & CX. “72% of companies already deploy AI—with generative AI adoption accelerating.” – McKinsey AI Agents in Action: Industry Use Cases 🏦 Finance ✔ Personalized wealth advice based on spending habits✔ Auto-summarize client cases for faster resolutions 🏭 Manufacturing ✔ Predict equipment failures before they happen✔ Optimize supply chain decisions with real-time data 🛒 Retail & Consumer Goods ✔ Smart inventory tracking (e.g., flagging stock discrepancies)✔ AI-generated promo content for targeted campaigns 🚗 Automotive ✔ Proactive vehicle maintenance alerts via telematics✔ Dynamic dealership promotions to boost sales 🏥 Healthcare ✔ Automated patient scheduling with the right specialist✔ Clinical trial matching using AI-driven eligibility checks Join the AI Revolution with Agentforce AI agents aren’t just tools—they’re productivity multipliers that help teams:✅ Work faster with automated workflows✅ Serve customers better with personalized AI assistance✅ Stay ahead with predictive insights 📈 Ready to transform your business? Connect with Tectonic today, or check out our Agentforce Quickstart offering. Connect with the Tectonic Agentforce team and launch your Agentic Revolution. AI Agents: The Ultimate Productivity Multiplier for Every Team AI agents aren’t just transforming customer service—they’re revolutionizing how every department operates. From 24/7 customer support to hyper-personalized marketing campaigns, AI agents help teams work smarter, move faster, and deliver exceptional experiences. Here’s how AI agents supercharge key business functions: 🤝 AI Agents for Service Teams Never miss a customer inquiry—even at 2 AM.✔ Instant, 24/7 support across email, chat, and social media✔ Smart escalation—AI routes complex cases to human agents with full context✔ Brand-consistent responses powered by your CRM data 🔹 With Agentforce for Service, deploy AI agents in minutes using prebuilt templates—or customize them for your unique needs. 💰 AI Agents for Sales Teams Turn every lead into a conversation—automatically.✔ Autonomous lead engagement—AI answers product questions & books meetings✔ Always-on SDRs—Agentforce Sales Development Reps qualify leads 24/7✔ Controlled escalation—Set rules for when & how AI hands off to your team 🔹 No more missed opportunities—AI keeps your pipeline full while your reps focus on closing. 🛍️ AI Agents for Commerce Teams Personal shopping assistants—powered by AI.✔ Smart product recommendations based on browsing & purchase history✔ Guided shopping experiences—AI helps customers find what they need faster✔ Omnichannel support—Engage shoppers on your site, WhatsApp, and more 🔹 Boost conversions with AI that acts like your best sales associate—for every customer. 📢 AI Agents for Marketing Teams Campaigns that write, optimize, and improve themselves.✔ AI-generated campaign briefs—audience targeting, messaging & KPIs✔ Automated content creation—draft ads, emails & social posts in your brand voice✔ Performance optimization—AI analyzes results & suggests improvements 🔹 With Agentforce Campaigns, launch better campaigns in hours—not weeks. Why AI Agents? The Bottom Line ✅ Scale operations without scaling headcount✅ Deliver instant, personalized experiences 24/7✅ Free your team to focus on high-value work “Companies using AI agents see 40% faster response times and 30% higher customer satisfaction.” Ready to deploy your AI workforce? See how Agentforce can transform your business #FutureOfWork

April 14, 2025in Agentforce Platform, Artificial Intelligence, Data, Generative AI, Salesforce0 Comments

11Apr

Supercharge Salesforce Agentforce with OpenText AI-Powered Insights

The future of intelligent customer engagement is here. OpenText and Salesforce are revolutionizing AI-driven workflows with deep content integration, empowering sales and service teams to work smarter, faster, and with greater accuracy. AI in Sales & Service: The Need for Trusted Data AI is transforming business operations:✅ 83% of AI-powered sales teams report revenue growth✅ 93% of service teams achieve time and cost savings But success depends on trusted data. With 98% of sales leaders emphasizing the need for accurate, secure, and compliant information, OpenText Content Cloud provides the foundation for reliable AI—seamlessly integrated with Salesforce. OpenText + Salesforce: AI Innovation Leaders Since 2016, OpenText has enhanced Salesforce with powerful content management solutions. Now, we’re taking it further with GenAI-powered automation:✔ OpenText™ Content Aviator delivers AI-driven insights from unstructured data (contracts, emails, documents)✔ Selected as a launch partner for the Agentforce Partner Network✔ First-to-market solution on Salesforce’s new AgentExchange—making AI agent deployment faster than ever Key Use Cases 🔹 Sales Teams – Summarize customer buying trends, auto-generate upsell recommendations🔹 Customer Service – Instantly resolve claims by extracting key details from documents🔹 Claims Processing – Automate approvals with AI-powered document analysis How It Works: AI Insights → Agentforce Actions OpenText Content Aviator for Agentforce unlocks hidden insights from unstructured content stored in OpenText Content Management, then feeds them directly into Salesforce Agentforce to trigger smart, automated actions. Key Benefits 🚀 Accelerate Sales Cycles – Auto-summarize contracts, identify upsell opportunities🎯 Enhance Customer Service – Resolve cases faster with AI-generated insights✍ Reduce Manual Work – Auto-update Salesforce records, eliminating errors📧 Personalize at Scale – Draft tailored email responses using AI insights Now Available ✔ Integrated with OpenText Content Management CE 25.1✔ Coming soon to OpenText Core Content SaaS (CE 25.3) OpenText Content Aviator and Salesforce Agentforce integration provides AI-driven insights for Sales and Customer Service teams, enhancing productivity and accelerating processes. This integration enables users to discover, summarize, and translate business workspace content directly within Agentforce, eliminating the need to switch applications. Essentially, it leverages AI to extract valuable insights from unstructured data like documents, contracts, and emails, and then uses those insights to drive data-driven actions within Agentforce What’s Next? The Future of AI-to-AI Integration This is just the beginning. OpenText is expanding AI-driven automation across the entire content lifecycle, with upcoming innovations including:🔹 More AI agents for sales, service, and operations🔹 Industry-specific solutions (banking, insurance, healthcare)🔹 Bi-directional AI – Blending insights from multiple AI systems for smarter decision-making OpenText™ Content Aviator puts AI into the hands of business users to leverage conversational search, discover content, or even summarize a document or workspace, offering new ways to interact with content and extract knowledge. Content Aviator enables organizations to combine the power of generative AI and large language models (LLMs) with OpenText content services platforms, including OpenText™ Core Content Management, OpenText™ Documentum™ Content Management (CM) and OpenText™ Content Management (Extended ECM), to make document management, knowledge discovery, and business process automation more efficient, effective and intelligent. Get Started Today ✅ Explore OpenText Content Aviator for Agentforce on Salesforce AgentExchange✅ Discover all OpenText-Salesforce integrations on the Salesforce AppExchange Unlock the power of AI-driven content intelligence—and transform the way your teams work. Contact Tectonic today to leverage AI-driven content intelligence. 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

April 11, 2025in AgentExchange, Agentforce Platform, Data, Public Sector Solutions, Salesforce, Salesforce Development Services, Salesforce Education Solutions, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services0 Comments

10Apr

TEC Mailing Solutions Introduces AI First Step for Agentforce

TEC Mailing Solutions Introduces AI First Step for Agentforce: Real-Time Address Validation for Salesforce Sun Prairie, WI – April 10, 2025 – TEC Mailing Solutions, a leader in address verification and mailing automation, today announced AI First Step for Agentforce®, a new program designed to enhance Salesforce data quality with real-time USPS National Change of Address (NCOA) updates. The Challenge: Outdated Data Undermines AI & CRM Efficiency With 100,000 Americans moving daily, B2C organizations struggle to maintain accurate customer addresses in Salesforce. Traditional verification methods standardize but don’t update addresses—leading to:❌ Failed deliveries❌ Wasted marketing spend❌ Inaccurate AI insights (Agentforce® relies on stale data) Manual updates take up to three months—far too slow for AI-driven operations. The Solution: AI First Step with Verify and Confirm™ TEC’s Verify and Confirm™ for Salesforce® integrates real-time NCOA updates, ensuring:✔ Instant address validation & correction✔ Cross-object consistency (Contacts, Accounts, Opportunities)✔ Automated workflows with continuous feedback loops✔ Improved reporting & AI model accuracy “AI is only as good as the data it uses,” said Scott Eganhouse, VP at TEC Mailing Solutions. “Without real-time NCOA updates, Agentforce® and other AI tools make decisions on outdated information—costing businesses time and money.” How It Works Why It Matters for AI & Agentforce® Get Started ✅ For Salesforce users: Elevate your AI and CRM performance with Verify and Confirm™.📧 Contact: [email protected]🌐 Learn more: verifyconfirmncoa.com About TEC Mailing Solutions TEC Mailing Solutions provides SaaS-based address hygiene, mailing, and fulfillment automation for CRM, ERP, and digital printing systems. Its flagship tools—MailListCleaner®, MailPreparer™, Verify & Confirm™, and more—power billions of transactions annually for healthcare, retail, and financial services clients. 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

April 10, 2025in Agentforce Platform, AI Tools, Data, Salesforce0 Comments

10Apr

Salesforce’s Vision for the Future of Service Cloud & Contact Center Integration

The New Era of CCaaS-CRM Convergence At Enterprise Connect 2025, Salesforce and AWS unveiled Salesforce Contact Center with Amazon Connect, expanding beyond voice to embed omnichannel routing, digital channels, and AI-powered workflows directly into Service Cloud. This follows similar deep integrations with Genesys and Five9, signaling Salesforce’s commitment to open, flexible contact center partnerships—rather than locking customers into a single vendor. “We want all vendors to integrate deeply with our system. AI needs real-time, cross-channel data to deliver seamless experiences.”—Ryan Nichols, Chief Customer Officer, Service Cloud, Salesforce Key Benefits of the New Integrations ✔ Unified Agent Workspace – Blend voice, chat, email, and more in one CRM view.✔ AI-Ready Infrastructure – Real-time data flows power smarter automation.✔ BYO Channel Flexibility – Keep existing CCaaS investments while enhancing Service Cloud. Salesforce’s “Bring Your Own Channel” Strategy Rather than building its own CCaaS, Salesforce is doubling down on partnerships via: 🔹 Bring Your Own Telephony (BYOT) – Already adopted by 18+ CCaaS providers.🔹 Bring Your Own Channel (BYOC) Program – Extends integrations to digital channels, routing, and AI. “We’re an open platform. Partners can build deeper, more customized connections.”—Ryan Nichols Contrasting Approaches: Salesforce vs. Zendesk The Future of Service Cloud: AI, Predictions & Prescriptive Guidance Salesforce is evolving Service Cloud into a self-optimizing, AI-driven platform with: 1. My Service Journey 2. Customer Success Score 3. AI Agents & Predictive Service The Bottom Line ✅ Salesforce is betting on open CCaaS partnerships—not walled gardens.✅ Service Cloud’s future is predictive, prescriptive, and AI-native.✅ Zendesk’s in-house CCaaS move could reshape competitive dynamics. What’s Next? Want to optimize Service Cloud for AI? 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

April 10, 2025in Data, Enterprise, Google, Salesforce, Salesforce Contact Center, Salesforce Development Services, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Service Cloud0 Comments

07Apr

AI Revolution in Field Service

AI Revolution in Field Service: How Agentforce is Freeing Technicians from Admin Overload New research reveals a staggering productivity drain: Tradespeople and technicians waste nearly a full workday each week on manual data entry, paperwork, and scheduling—costing businesses thousands in lost productivity. Key Findings from Salesforce’s Survey 🔹 30% of a technician’s time is spent on admin tasks (vs. 28% on actual service work).🔹 37% of workers say paperwork keeps them from their core jobs.🔹 2 in 3 technicians experience monthly burnout—rising to 71% in manufacturing and 72% in the public sector.🔹 For a 1,000-person team, this inefficiency costs over $260,000 weekly (based on avg. US wages). “AI isn’t just helpful—it’s essential. Agentforce takes the busywork off technicians’ plates so they can focus on keeping our world running.”—Taksina Eammano, EVP & GM of Field Service, Salesforce Agentforce for Field Service: AI That Works Alongside Technicians Salesforce’s new AI-powered field agent tackles the biggest pain points: ✅ Smart Scheduling – Reduces 47% of appointment conflicts (available May 2025)✅ Automated Work Summaries – Instantly documents job details✅ Real-Time Troubleshooting – On-site AI assistance (launching June 2025)✅ Permit & Compliance Automation – Cuts paperwork delays Powered by Salesforce Data Cloud, Agentforce executes tasks like: Why This Matters Now With rising labor shortages and sky-high service demands, businesses can’t afford inefficiency. Agentforce: 🔹 Saves thousands in lost productivity🔹 Reduces technician burnout🔹 Speeds up service delivery Available now, with expanded features rolling out through mid-2025. #FieldService #AI #Productivity #Salesforce #Agentforce #FutureOfWork 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

April 7, 2025in Agentforce Platform, Data, Salesforce, Salesforce Data Cloud0 Comments

03Apr

Salesforce Summer ’25 Release: The Ultimate Flow Update

The Summer ’25 release is set to be the most powerful update yet for Salesforce Flow, packed with game-changing features that make automation smarter, faster, and easier to manage. Whether you’re an admin building screen flows or a developer orchestrating AI-powered processes, this release delivers next-level automation capabilities. Let’s look at the biggest highlights. 🚀 Top Flow Builder Enhancements 1. A Brand-New Flow Creation Experience 2. Smarter Debugging & Testing 3. Dynamic Screen Flows (GA) 4. Better Slack & Approval Integrations 🤖 AI & Agentforce Upgrades 1. Structured Agent Outputs 2. Custom App Integration 🎨 Screen Flow Modernization 1. Visual Pickers with Icons 2. Compact, Customizable Repeaters 3. Improved Email Actions 📅 Release Timeline 🔥 Why This Release Matters Summer ’25 makes Flow Builder more powerful than ever with:✅ AI-assisted development✅ Real-time interactive screens✅ Stronger debugging & testing✅ Seamless Slack & approvals✅ Smarter AI agent controls Ready to explore? Refresh your sandbox before May 9 to get early access! #Salesforce #FlowBuilder #CRM #Automation #AI #Summer25Release 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

April 3, 2025in Data, Salesforce, Salesforce Flow0 Comments

02Apr

Enterprise Tech Buyers Face a Flood of Agentic AI Options

Enterprise tech buyers feeling overwhelmed by the surge of autonomous AI platforms aren’t alone—soon, they may need AI agents just to evaluate the growing array of options. At last week’s Adobe Summit, the company unveiled its own AI agents, deeply integrated with the Adobe Experience Platform. Adobe now joins a crowded field of major players—including AWS, Microsoft, Salesforce, Oracle, OpenAI, Qualtrics, and Deloitte—all offering agentic AI solutions. Adobe CEO Shantanu Narayen emphasized in his keynote that the company’s approach to AI is about enhancing human creativity, not replacing it. “AI has the power to assist and amplify human ingenuity to enhance productivity,” he said. One early adopter, Coca-Cola, has leveraged Adobe’s agentic AI for Project Vision, ensuring brand consistency across 200+ international markets—adapting packaging designs for different sizes, shapes, and languages while still allowing local designers creative flexibility. “We needed an AI system that doesn’t just replicate designs but truly understands what makes Coca-Cola feel like Coca-Cola,” said Rapha Abreu, Global VP of Design at Coca-Cola. “This isn’t about replacing designers—it’s about empowering them.” Navigating the Agentic AI Maze With so many platforms emerging, buyers face a critical challenge: Which agents fit their tech stack, and which platform delivers the best results? Even experts are still figuring it out. Lou Reinemann, an IDC analyst, noted that companies will need different AI agents depending on their size, industry, and product maturity. “Early on, customer experience can be a differentiator. As brands grow, AI must reinforce their core identity.” Ross Monaghan, Adobe Principal at consultancy Perficient, observed that vendors are refining AI use cases—Salesforce focuses on CRM data, while Adobe leans into marketing applications. For now, these agents operate within their own ecosystems, though cross-platform communication may evolve. Data Strategy: The Key to AI Success According to Liz Miller, analyst at Constellation Research, most enterprises will end up using multiple AI platforms—making a unified data schema essential. “The real challenge is ensuring all AI agents pull from a single, curated data source,” she said. CDP tools like Salesforce’s Data Cloud will be important resources for a unified data schema. Jamie Dimon, CEO of JPMorgan Chase, stressed in a conversation with Narayen that business leaders—not just IT—must drive AI adoption. The bank uses AI for customer prospecting, fraud detection, ad buying, and document automation, with a dedicated team prioritizing use cases. “AI should be part of your company’s DNA,” Dimon said. “You don’t need to know how it works—just what it can do for your business.” The Bottom Line Agentic AI is transforming enterprise operations, but buyers must navigate a fragmented landscape. The winners will be those who align AI with business goals, maintain clean data pipelines, and choose platforms that enhance—not replace—human expertise. 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

April 2, 2025in Agentic AI, Data, Enterprise, Salesforce0 Comments

21Mar

Agentforce is 16x Faster and 75% More Accurate Than DIY

You are 2x more likely to launch your agents when working with a Salesforce partner, like Tectonic. Agentic AI is creating a digitial labor revolution. Human-only Workforce: Humans with Agents Your digital workforce requires more than a large language model. Data Apps Agents When you can bring all these tools together in a big, trusted, unified, and open platform you achieve: Adoption is the key to growth, and your Salesforce partner creates the unique unlock. Tectonic will set up a foundation for seamless integration of agents within your existing Salesforce ecosystem. We will professionally assess your agentic maturity and create a value proposition to keep you on track. Tectonic will help you innovate, protect, and grow. The steady state of priorities is innovate, protect, and optimize; as defined above. The crossroads you are at involve the new paradigm of AI Priorities. Where are you on the scale of Agentic Maturity: Reach out to Tectonic to determin your Agent Maturity and step up your game with AI Agents 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 21, 2025in Agentic AI, Data, Enterprise, Salesforce0 Comments

20Mar

Return on Sales (ROS)

Return on Sales (ROS): Definition, Calculation & How to Improve It Want to know how efficiently your business converts sales into profit? Who doesn’t? Return on Sales (ROS) measures operational efficiency, helping you maximize earnings and identify wasteful spending. Even profitable businesses can struggle with cash flow if they overspend on marketing, R&D, or other expenses—leaving little profit despite high revenue. ROS answers: “How much profit do we keep from each dollar of sales?” Let’s break down what ROS is, how to calculate it, and strategies to improve it. What Is Return on Sales (ROS)? Return on Sales (ROS) is a profitability ratio that shows how much of your revenue turns into operating profit. Also called operating profit margin, it excludes interest and taxes, focusing purely on operational efficiency. Formula: ROS=(Operating ProfitNet Sales)×100ROS = (Net SalesOperating Profit)×100 ROS vs. ROI vs. Net Profit Margin Metric What It Measures Key Difference ROS Profit from operations (before interest & taxes) Focuses on operational efficiency ROI (Return on Investment) Profit generated from an investment Measures effectiveness of capital spent (e.g., new equipment, marketing) Net Profit Margin Profit after all expenses (taxes, interest, etc.) Shows final profitability after all costs How to Calculate ROS Step-by-Step Formula Example Calculation Item Amount Revenue $10,000,000 Returns $1,000,000 COGS $2,000,000 Operating Expenses (SG&A) $4,000,000 Operating Profit $3,000,000 Net Sales $9,000,000 ROS = (3,000,0009,000,000)×100=∗∗33.3%∗∗ROS=(9,000,0003,000,000)×100=∗∗33.3%∗∗ What Is a Good ROS? It depends on your industry. Here are average benchmarks: Industry Average ROS Healthcare 6-30%* Hotels 8-15% Manufacturing 6-8% Restaurants 3-7% Retail 2-5% Tech 10-20%+ *Higher for specialized services (e.g., surgical centers at 30%) Key Insight: If ROS declines as revenue grows, your costs may be rising too fast. 5 Ways to Improve Your ROS 1. Optimize Pricing Strategy 2. Reduce Costs 3. Boost Operational Efficiency 4. Improve Sales Process 5. Lower Customer Acquisition Cost (CAC) Why ROS Matters Pro Tip: Monitor ROS quarterly—if it drops, investigate rising costs or pricing issues. Summary ROS is a powerful metric for assessing how well your business turns sales into profit. By optimizing pricing, cutting costs, and improving efficiency, you can increase profitability and ensure sustainable growth. 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

March 20, 2025in Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy0 Comments

19Mar

How Salesforce’s 5-Level Framework for AI Agents Cuts Through the Hype

The tech industry is abuzz with talk of AI agents, but what can they actually accomplish? Amid the noise, Salesforce has introduced a practical five-level framework—the Agentic Maturity Model—that clarifies the real capabilities and limitations of today’s AI agents. The Problem with AI Agent Hype AI agents are often overpromised, vaguely defined, and limited by ecosystem barriers. Major players like Microsoft and Google tout AI agents for everything from enterprise workflows to personal computing, yet many of these tools remain constrained by data silos and interoperability issues. Salesforce’s framework provides a structured way to assess AI agent maturity, helping businesses distinguish between basic automation and truly intelligent, cross-platform AI systems. The 5 Levels of AI Agent Maturity Level 0: Fixed Rules & Repetitive Tasks Level 1: Information Retrieval Agents Level 2: Simple Orchestration, Single Domain Level 3: Complex Orchestration, Multiple Domains Level 4: Multi-Agent Orchestration Why This Framework Matters Salesforce’s model demystifies AI agent capabilities, helping businesses:✅ Evaluate vendor claims (Is it Level 2 or Level 4?).✅ Plan AI adoption (Start with Level 0 automation, then scale up).✅ Avoid ecosystem lock-in by understanding data interoperability challenges. Final Verdict: A Much-Needed Reality Check While AI agents hold immense potential, most current implementations are far from autonomous. Salesforce’s framework provides a clear, honest roadmap—helping businesses cut through the hype and adopt AI agents strategically. For now, Levels 0-2 are widely achievable, while Levels 3-4 remain aspirational for most organizations. The key takeaway? AI agents are evolving, but true cross-platform intelligence is still a work in progress. What’s Next?Businesses should: Salesforce’s framework is a wake-up call: AI agents are powerful, but not magic. The future lies in practical, phased adoption—not blind hype. 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 19, 2025in Agentforce Platform, Data, Enterprise, Google, Salesforce0 Comments

17Mar

Data Cloud and Agentforce

Data Cloud connects and unifies all business data to unlock trapped value. By activating data with insights and automation across customer touchpoints, Data Cloud builds a 360-degree view of the customer that every team can act on.In addition to powering data-driven automation, Data Cloud is also designed to fuel safer, smarter AI responses.With Agentforce, you can build agents that respond and act autonomously based on secure, real-time data. The next wave of AI is here and it’s called agentic AI.Combining humans, AI, data and CRM, Agentforce lets you build and customize autonomous AI agents that work 24/7 to support employees and customers.And your Agentforce journey begins with Data Cloud. Why? Because AI is only as effective as the data it’s fed.Data Cloud acts as your private source of truth, providing trusted, secure, and unified data for your AI agents to act on. With this, agents can:● Analyze information in real time● Make smart, data-driven decisions● Automate complex tasks to enhance customer and employee experiences Interested to learn more? Learn more about Agentforce here. 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

March 17, 2025in Agentforce Platform, Agentic AI, AI Automated Decision Making, AI Tools, Artificial Intelligence, Artificial Intelligence, Data, Salesforce Data Cloud0 Comments

06Mar

Why Choose Fundingo for Your Salesforce Loan Management Needs?

In today’s fast-evolving financial sector, businesses need solutions that boost efficiency, enhance customer experience, and streamline operations. Fundingo, a premier loan management platform, seamlessly integrates with Salesforce to deliver a powerful, all-in-one lending solution. This article explores the key advantages of Fundingo for Salesforce loan management, including automated workflows, real-time data visibility, superior CRM capabilities, and advanced reporting tools. 1. Streamlined Loan Processing with Automation Target Keywords: Integrated Loan Management Solution, Efficiency in Loan Processing Key Benefits: Traditional loan processing is often bogged down by repetitive tasks, leading to delays and inefficiencies. Fundingo’s Salesforce-native integration automates underwriting, document collection, and compliance checks—cutting processing times while improving accuracy. The result? A leaner, faster, and more scalable loan management system. 2. Real-Time Data Visibility for Smarter Decisions Target Keywords: Data Visibility in Loan Management Key Benefits: Many lenders struggle with data silos—critical borrower information trapped in disconnected systems. Fundingo eliminates this issue by integrating directly with Salesforce CRM, ensuring all loan data is updated in real time. Whether tracking delinquencies, monitoring portfolio health, or generating compliance reports, lenders gain unmatched transparency for data-driven decision-making. 3. Strengthen Customer Relationships with Salesforce CRM Target Keywords: Customer Relationship Management in Lending Key Benefits: In lending, customer experience is everything. Fundingo leverages Salesforce’s CRM tools to help lenders build stronger relationships. Automated communications, tailored loan offers, and proactive support ensure borrowers stay satisfied—leading to higher retention rates and increased referrals. 4. Advanced Reporting & Analytics for Strategic Growth Target Keywords: Reporting Tools for Loan Management Key Benefits: Without robust reporting, lenders operate blindly. Fundingo’s built-in analytics transform raw data into actionable insights, helping financial institutions mitigate risk, identify growth opportunities, and comply with regulations—all from within Salesforce. 5. The Power of Integration: Fundingo + Salesforce Target Keywords: Value Proposition of Integrated Systems Why Integration Beats Standalone Systems: ✅ Cost Savings – Eliminate redundant tools and manual processes.✅ Scalability – Grow your lending operations without switching platforms.✅ Seamless User Experience – No more juggling multiple logins or data exports. Unlike traditional Loan Origination Systems (LOS), which operate in isolation, Fundingo’s native Salesforce integration ensures a unified, future-proof solution. Industry leaders confirm: integrated lending platforms drive efficiency, reduce costs, and enhance customer satisfaction. Conclusion: Elevate Your Lending Operations with Fundingo Choosing Fundingo for Salesforce loan management means investing in speed, transparency, and customer-centric lending. By combining automation, real-time data, CRM excellence, and powerful analytics, Fundingo empowers lenders to work smarter, reduce risk, and grow faster. Ready to transform your loan management? 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 6, 2025in Data, Salesforce0 Comments

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