Business Archives - gettectonic.com - Page 49
Salesforce Einstein and Einstein Automate
21Jan

Lead Conversion at the Speed of Einstein

The primary challenges faced by businesses today revolve around lead generation and conversion. Lead conversion with Einstein is fast. Tectonic proudly offers comprehensive solutions for both challenges through the implementation and customization of Salesforce Einstein Lead Scoring. Salesforce Einstein Lead Scoring, a pivotal feature within Sales Cloud Einstein, leverages artificial intelligence to empower sales representatives in converting leads more efficiently. By analyzing historical sales data, Einstein Lead Scoring determines the likelihood of a lead converting into an opportunity. This predictive intelligence enables sales teams to segment and prioritize leads for faster conversion. Tectonic and Lead Conversion with Einstein Let Tectonic’s’ customization and implementation services ensure that your company maximizes the value derived from Sales Cloud Einstein, setting your sales representatives up for success. The factors influencing lead conversion, as predicted by Einstein Lead Scoring, are conveniently displayed on each lead record in Salesforce, aiding sales reps in quick preparation for calls and interactions. Lead Conversion with Einstein Einstein Lead Scoring models are uniquely built for each customer and organization, analyzing standard and custom fields through various predictive models. The machine learning behind Einstein continuously improves accuracy by updating models monthly. This ensures that leads are scored every hour using the latest model, promptly adapting to any changes in lead data. Truly, the power of Einstein Lead Scoring lies in its ability to discover insights, predict lead conversion likelihood, and provide automatic insights into the newly determined score. Studies indicate that AI-powered companies spend less time prospecting and more time actively growing revenue. Einstein Lead Scoring allows your company to focus more on selling and less on prospecting, leading to faster lead conversion and shorter sales cycles. Tectonic assists in automating sales and marketing processes, integrating the capabilities of Einstein Lead Scoring into your business. With zero setup requirements, custom lead score-driven workflows, and smart lead lists. Einstein Lead Scoring ensures that your sales teams work smarter and faster. The Lead Score Your Lead Score field added by Einstein Lead Scoring in your Salesforce org lets sales and marketing teams prioritize leads. This is based on similarities to prior converted leads. Through data science and machine learning, Einstein Lead Scoring offers a faster and more accurate solution. When compared to traditional rules-based lead scoring. Your Salesforce admin, or Tectonic’s Salesforce team, can set up Einstein Lead Scoring to score all leads together. Or group them into segments based on field criteria. The dashboard provides key lead score metrics. By offering insights into average lead score by lead source, conversion rate by lead score, and lead score distribution across converted and lost opportunities. Sales Cloud Einstein Sales Cloud Einstein, with Einstein Lead Scoring, is a ready-to-use set of tools that learn from Salesforce CRM data and activities, continuously enhancing its predictions. Because Sales Cloud Einstein includes additional features such as Salesforce Inbox and Einstein Activity Capture. Einstein Opportunity Insights offers smart reminders or tasks for nurturing customer relationships. Einstein Lead Scoring helps prioritize leads for conversion. Incorporating Sales Cloud Einstein and Einstein Lead Scoring into your sales and marketing strategy can yield a great return. Your Salesforce investment will fill your opportunity pipeline. Contact Tectonic for a free consultation to explore how Sales Cloud Einstein can accelerate lead conversion for your business. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 21, 2022in Artificial Intelligence, Data, Einstein Insights, Salesforce, Salesforce Einstein, Salesforce Sales Cloud
Salesforce Field Service
11Jan

Salesforce Field Service Explained

As an expansion of Service Cloud, Salesforce Field Service offers an all-encompassing perspective on workforce management. In straightforward terms, when a customer requests a new cable service, the cable installer will be on-site. The coordination of their current location, destination, and the quantity of cable in their vehicle is seamlessly handled through Field Service Lightning. Key features encompass appointment scheduling, dispatching technology, territory management, and a mobile app designed to assist field service technicians. Power the future of field service with the #1 AI platform for field service. Enhance customer engagement with real-time personalization, optimize field teams with our best in class scheduling engine and access to offline data, and improve field visits with the help of trusted AI built on the Einstein 1 Platform. Salesforce Field Service provides optimal access to and for field service agents. Prework Brief Accelerate service delivery, enhance customer satisfaction, and boost overall efficiency by giving your mobile workers vital customer data, asset history, and service records prior to each job. With summarized insights that include equipment maintenance and past customer interactions, prework briefs help mobile workers prioritize onsite tasks and grasp the broader context for meeting contract terms. Onsite Knowledge Search Field challenges can be daunting when you’re on your own. That’s why our Field Service mobile app gives contractors and employees with the power to search both internal and external knowledge bases instantly. Powered by AI summarization, users get the precise information necessary to improve first-time fix rates — boosting confidence and credibility in real-time. Post-Work Summary Say goodbye to time-consuming and error-prone service reports at the end of each job. Our intelligent summary generation feature ensures accurate and comprehensive reports while also reducing visit duration. Boost customer satisfaction significantly with Service Reports enriched with real-time customer and asset data, updates from mobile workers, and job images. Field Service Mobile App Our field service mobile app — available on Android and iOS — is the ultimate all-in-one tool tailored for the demands of today’s mobile workforce. Designed as an offline-first application, it enables your front line to work and seamlessly save changes even without Wi-Fi. Plus, the app offers extensive customization options, so it aligns perfectly with your unique business requirements. Mobile App Extensibility Empower your mobile app users with offline-capable experiences through Lightning Web Components (LWCs). Use standard components to build a tailored interface that aligns perfectly with your company’s requirements. Unleash your creativity by designing custom components that boost productivity and bring your innovative ideas to life for your workforce. Slack for Field Service Empower your mobile workforce with seamless connectivity and timely assistance whenever they need it. Swiftly mobilize for service appointments and tap into the expertise of colleagues throughout your organization. Our user-friendly interface ensures intuitive and accessible collaboration — keeping your team connected and responsive. Dispatch Management Boost your dispatchers’ productivity with our Dispatch Console. Easily create and update resource absences directly in the console. Efficiently organize candidates by availability and skill to identify the ideal candidates for each appointment. Experience an enhanced user interface that maximizes the potential of your Gantt chart for improved scheduling efficiency. Scheduling and Optimization Elevate your field service operations with our best-in-class scheduling and optimization engine. Built on the Hyperforce platform, Enhanced Scheduling and Optimization automates scheduling while aligning with priorities and constraints. It ensures efficient resource allocation, minimizes travel time, and complies with service-level agreements. Forecasting and Planning with Salesforce Field Service Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. When refining your scheduling policy, get an instant view of optimization results and KPI changes. Asset Service Management Shift from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, and specific criteria. For example, you can schedule service if an asset’s temperature exceeds a set threshold — ensuring smooth operations and preventing downtime. Work Order Management Simplify the entire work order management process to seamlessly create, assign, execute, and debrief work orders. Empower your team to stay agile, improve customer satisfaction, and drive growth by eliminating manual paperwork and digitizing the entire work order lifecycle. Content updated February 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 11, 2022in Data, Einstein 1 Platform, Hyperforce, Salesforce, Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud, Technology
Salesforce Partner Platform Experience Cloud
10Jan

Manage Customer Relationships with Experience Cloud

Offer your customers a secure and exclusive platform for managing their account details through the Experience Cloud’s Customer Account Portal solution. Enhance customer relationships with Experience Cloud. Better interactions and reduced service-related expenses by implementing Salesforce Experience Cloud granting customers the ability to view and settle invoices. They canupdate account information and access your knowledge base for answers to common queries. Tailored for effective account management, the Customer Account Portal empowers you to: The Customer Account Portal maintains the flexibility and extensibility you’ve come to expect with other Lightning sites, enabling you to: Salesforce Experience Cloud’s Customer Portal is a perfect solution for the public sector, government, manufacturing industry, and financial services sector. The primary distinction between customer experience and customer relationships lies in their scope. Improved customer relationships with Experience Cloud grow over time. Customer experience encompasses a broader, more comprehensive perspective on individuals’ emotions during interactions with your business. In contrast, customer relationships specifically pertain to your company’s enduring connections with customers. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 10, 2022in Data, Salesforce, Salesforce Experience Cloud, Salesforce Financial Services Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions
Salesforce Advanced Reporting
23Dec

Salesforce Advanced Reporting

Data Is EverywhereIt’s no exaggeration to say that data is omnipresent. With 2.5 quintillion bytes of digital data generated every day, it’s clear that the modern world runs on information. For businesses, this data surge presents immense opportunities. By capturing, organizing, analyzing, and interpreting it effectively, organizations have enhanced their processes and targeted their marketing efforts with precision. Tools That Communicate InsightsHowever, finding data is only the first step. Even actionable insights must be presented clearly to decision-makers, or they risk being overlooked. A staggering 48% of employees report struggling with data that is not optimized for their needs. This issue spans industries, highlighting the critical role that reporting tools play in business success. Effective tools rely on data visualization to make complex information easy to comprehend. Visual displays allow for faster digestion of data, turning raw information into actionable insights. Modern dashboards and visualization software combine reporting and clarity, ensuring accessibility for all users, regardless of technical expertise. Ease of Use Is CriticalThe best data reporting tools aren’t just powerful—they’re user-friendly. Tools that are overly complex risk becoming ongoing IT projects, diminishing their value to leaders and decision-makers. An intuitive interface, coupled with automation and compatibility across all devices, minimizes reliance on IT support. Real-time reporting is one of the most valuable features advanced tools offer. In today’s fast-paced world, outdated information—even by a few days—can lead to costly mistakes. Real-time data ensures decisions are based on the most current insights, while intuitive tools empower users to access these insights independently. One Tool, Unlimited CompatibilityThe rise of mobile work environments means employees increasingly rely on their personal devices for business tasks. High-performing teams are 3.5 times more likely to use mobile reporting tools to analyze data on the go. Cloud-based, platform-agnostic reporting tools ensure no user is ever limited by their location or device. Additionally, customizable and scalable tools provide businesses the flexibility to adapt as they grow, delivering a seamless reporting experience tailored to their unique needs. By researching available tools, leveraging online reviews, and utilizing free trials, businesses can find reporting solutions that align with their goals. Turning Data Into ActionData is only as valuable as its application. The right reporting tools provide organizations with reliable insights, empowering informed decision-making. As businesses increasingly recognize the power of data, investing in the right tools can drive efficiency, productivity, and smarter strategies. Advanced Reporting in Salesforce Salesforce reporting is one of its most powerful features, enabling users to gain insights into their data while allowing admins to demonstrate Salesforce’s impact on productivity. With the Lightning Report Builder, a drag-and-drop interface, admins can quickly create reports that meet complex requirements. Here’s a closer look at Salesforce’s advanced reporting capabilities: 1. Custom Report Types Salesforce provides out-of-the-box report types for standard objects and relationships (e.g., Contacts & Accounts). Custom Report Types go beyond these by allowing reports on: Admins can define up to four objects and specify relationships to tailor reports to their needs. A bonus? New fields can now be auto-added to Custom Report Types. 2. Cross Filters (Exception Reports) Cross Filters identify records with or without related records, perfect for “exception reports.” For example: Admins can add sub-filters for even more precision. 3. Summary Formulas Summary Formulas handle complex calculations across grouping levels, providing deeper insights. Example: Calculate each account’s contribution to pipeline by opportunity type. 4. Row-Level Formulas These formulas apply to individual records and are displayed on the row itself. For example, compare two fields on the same record to check for matching values. 5. Reporting Snapshots Snapshots “freeze” Salesforce data at specific moments for future reference, such as tracking Opportunity Pipeline changes over time. 6. Historical Trend Reporting Trend reports track historical field values for specific dates, such as Opportunities’ pipeline values for a given week. 7. Field-to-Field Filters These filters compare values across fields in a report. For instance, display only Contacts whose donations this year exceed last year’s. 8. Stacked Summaries Stacked Summaries condense large datasets into digestible visualizations, ideal for quick comparisons. 9. Joined Reports Combine multiple report types into a single view for holistic insights. Each “block” has its own filters, offering flexibility in data presentation. 10. Report URL Hacks URL hacks allow dynamic filtering of reports based on record data. For example, launch a filtered Opportunities report directly from an Account record. SummarySalesforce’s advanced reporting features empower admins to create scalable, efficient reports, even with challenging data models. By leveraging these tools, businesses can maximize the value of their Salesforce investment and transform raw data into actionable insights. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 23, 2021in Data
Salesforce Webhooks
14Dec

What Are Salesforce Webhooks?

Salesforce webhooks are a real-time communication method that allows Salesforce to send notifications to external applications when specific events occur:  Webhooks are event-driven, meaning they are sent automatically when an event is triggered in the source system. They can be used to: Integrate data in real-time, Send data back into Salesforce, Facilitate data flowing into Salesforce, and Trigger actions and workflows in external systems.  Webhooks can streamline business processes and reduce the need for manual intervention. They can be set up using Salesforce Sites or Experience Cloud.  To set up webhooks in Salesforce, you can:  Content updated November 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 14, 2021in Data
Tableau vs Datorama
06Dec

Datorama vs Tableau – What About Both?

Datorama vs Tableau – What about both for your Salesforce org? When comparing Datorama vs Tableau it becomes clear they each have compelling reasons for their use. Datorama Tableau What’s the difference between Datorama and Tableau? Tableau is primarily a data visualization and reporting tool, while Datorama is a marketing analytics platform. “So it’s not surprising that their functions are somewhat different, ”explains the business development manager. Selecting a BI tool that meets all your business goals can be a very complicated task. There are many aspects to take into account, and there will be some cases that would make you lean towards one solution or another. Datorama (currently Marketing Cloud Intelligence) and Tableau, both solutions from Salesforce, are available on the market for companies that want to incorporate BI into their management. In the following, we will describe some of their main characteristics and a comparison of two, taking into account factors that can help you decide on their use according to the needs or possibilities of your company. Did you know that Datorama and Tableau can work together? Benefits of Datorama and Tableau Integration Datorama’s integration with Tableau powers results in the unified analysis of both business and marketing data, enabling the following: Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 6, 2021in Salesforce
Connected Culture
20Nov

Creating a Connected Workplace Culture

Creating a Connected Workplace Culture: Bridging the Physical and Digital Divide In today’s workplace, fostering genuine employee connection is no longer a luxury—it’s a critical business imperative. With the widespread adoption of remote and hybrid work models, organizations face mounting challenges in creating meaningful employee experiences and cultivating team cohesion. Yet, the need for connection has never been more urgent. The Cost of Disconnection Recent findings reveal a stark reality: over half of U.S. employees report feeling disconnected. This issue extends beyond personal dissatisfaction, becoming a crisis for organizations striving to attract, engage, and retain top talent. Employees who feel connected to their workplace culture are: The Challenge of Distance and Distraction Physical Separation Remote and hybrid work environments have minimized the spontaneous interactions and informal conversations that naturally foster camaraderie. This lack of face-to-face contact can lead to feelings of isolation and fragmented workplace cultures. Technology Overload At the same time, the explosion of workplace apps has created a disorganized digital landscape. With countless tools for HR, benefits, payroll, learning, and more, employees often struggle to navigate an overwhelming maze of applications. This fragmentation not only hinders productivity but also amplifies cognitive overload and decision fatigue, further diminishing the employee experience. So, how can organizations overcome these barriers and build a connected workplace culture in an age of physical distance and digital distractions? Building a Connected Workplace Strategy Connection doesn’t happen by chance. It requires deliberate planning, adaptability, and a deep understanding of the evolving workplace dynamic. Here’s how organizations can take intentional steps toward fostering meaningful connections: 1. Act with Purpose 2. Leverage the Right Tools 3. Prioritize Clear and Open Communication 4. Embrace Feedback 5. Commit to Continuous Improvement Moving Forward: Connection as a Competitive Advantage A connected workplace culture isn’t just about improving employee satisfaction—it’s a strategic advantage that drives engagement, productivity, and retention. By bridging the physical and digital divide with intentional actions and meaningful tools, organizations can foster stronger, more connected teams prepared to thrive in a modern, dynamic work environment. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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November 20, 2021in Technology
Salesforce Digital Transformation
15Nov

Track Your Digital Transformation Progress With These Important KPIs

Effective digital transformation progress has the potential to enhance the competitiveness and agility of enterprises in today’s and the future dynamic market. Most CIOs acknowledge that implementing digital transformation is a challenging endeavor and not a task achievable within a day or a week. It demands a significant commitment from business leaders, comprehensive training, financial investment, adept change management, a well-articulated strategy, and diligent monitoring of Key Performance Indicators (KPIs). A concerning statistic reveals that over 70 percent of digital initiatives fail, primarily due to unclear goals and the inability to monitor progress. Surprisingly, 50 percent of businesses do not define metrics or Key Performance Indicators (KPIs) to measure the success of their digital transformation progress. This lack of measurement makes substantial investments counterproductive. Assessing the right metrics is essential, as it allows businesses to determine whether they are implementing best practices and deriving the intended value from the process. Considering the broad scope of potential transformations within a business, creating KPIs for digital transformation progress to measure success can be challenging. However, identifying and monitoring specific digital transformation KPIs is crucial for gauging progress towards digitization goals. The following are key digital transformation KPIs that can contribute to tracking the journey and drawing closer to achieving digitization objectives: Keeping a vigilant eye on these important digital transformation process KPIs will enable businesses to navigate their digital journey effectively and strive towards achieving successful digitization. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 15, 2021in Data, Enterprise, Salesforce
Project Management With Asana and Salesforce
09Nov

Project Management With Asana and Salesforce

Introducing the Revolutionary Asana Salesforce Integration Elevate Your Business with An Enhanced Workflow Efficiency Welcome to the world of a revolutionary blend of CRM and project management—the Asana Salesforce Integration. Opting for this intelligent integration sets your business on the path to unprecedented workflow efficiency. Ever wondered how to further streamline your workflows, intensify team synchronization, and deliver exceptional customer service? The answer lies in integrating your Asana project management tool with Salesforce’s CRM capabilities. Unleashing New Avenues for Business Operations The seamless integration of Asana and Salesforce brings the best of both worlds onto a single platform. Direct communication with your team becomes effortless, and vital business information is transmitted with precision and speed. This means deals progress faster, teams stay informed, and crucial workflows run without a hitch. Making significant business decisions requires hard data, and this powerful integration provides exactly that. Connecting Salesforce with Asana Goals delivers valuable insights that can propel your business forward. Key Takeaways Understanding the Asana Salesforce Integration In today’s fast-paced digital world, CRM software and project management tools evolve rapidly to enhance business efficiency and foster stronger customer connections. Navigating this evolution requires a deep understanding of these tools and their potential synergy. This piece focuses on Salesforce, a formidable player in cloud-based CRM software, and how its integration with Asana, a popular project management tool, can revolutionize your business operations and customer relationship management. What Is Salesforce? Salesforce is a pioneering force in CRM software, providing an exceptional cloud-based platform aimed at enhancing customer interaction and service quality. It serves as a comprehensive tool for managing customer data, tracking sales, and delivering targeted marketing campaigns. Salesforce focuses on forging deeper customer connections, finding prospects, and improving overall customer service. Why Integrate Your CRM with Asana? Integrating CRM software with a platform like Asana enhances its project management potential. Asana, designed to aid in planning, organizing, and executing projects, seamlessly links with Salesforce. This integration eliminates bottlenecks, streamlines internal processes, and improves communication between teams, allowing for easier data and idea exchanges that lead to effective, fast decision-making. The Unification of Sales and Project Management Business success hinges on acquiring and retaining customers. The integration of Salesforce’s CRM capabilities with Asana’s project management utilities results in a unified, powerful tool that optimizes workflows—from tracking sales progress to managing projects. The clear mapping of deal progress linked to strategic business goals creates a data-driven path forward. The Benefits of Combining Asana with Salesforce Integrating Asana and Salesforce unlocks new levels of efficiency and organization within your business. Individually renowned for their capabilities in project management and CRM, the combined strengths of these platforms significantly enhance productivity and streamline operations. Streamlining Your Sales Pipeline Integrating Asana and Salesforce enhances team efficiency and redefines sales pipeline management. This integration leads to improved deal cycles, automated workflows, and informed business decision-making. How to Set Up the Asana Salesforce Integration Setting up the Asana Salesforce integration is straightforward with the right guidance. Navigate to the Salesforce AppExchange, search for Asana for Salesforce, and click ‘Get It Now’. Customize the integration to best serve your organization’s needs, optimizing it for Salesforce’s Lightning Component or Salesforce Classic. Optimizing CRM Operations with Asana Projects Integrating Asana’s project management capabilities with Salesforce provides a new vista for CRM optimization. This coupling enables centralized access to contacts, opportunities, and deal information within Asana, enhancing visibility and operational efficiency. Fostering Team Collaboration Integrating Asana and Salesforce bridges the gap between task management and customer management systems, enhancing teamwork, communication, and project alignment. This synergy results in improved operational excellence and productivity. Enhancing the Customer Experience The Asana Salesforce combo delivers a phenomenal customer experience by improving customer handoff efficiency and enabling smooth transitions with customizable templates and automated workflows. This integration strengthens customer relationships through personalized interactions and efficient service. Automating Tasks for Streamlined Workflows The Asana Salesforce integration simplifies project handoffs and leverages Salesforce’s Process Builder to customize and automate workflows, enhancing cooperation between sales and service teams and maintaining real-time data alignment between platforms. Advanced Integration Options For businesses with complex integration needs, General Automation Platforms (GAP) offer a solution. These low-code platforms facilitate the creation of robust, tailored integrations, automating multistep processes and ensuring smooth data flow. Learning Resources Expand your understanding of the Asana Salesforce integration through resources like the Asana Help Center, Asana Academy’s demo videos, and personalized support from Asana’s dedicated team. The convergence of project management and CRM systems through integrations like Asana and Salesforce is reshaping business operations. This powerful combination enhances client experiences, refines operations, and drives substantial growth, offering a glimpse into the future of business productivity and success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 9, 2021in Salesforce
better data better forecast
04Nov

Joined Report in Salesforce

What is a joined report in Salesforce? A joined report in Salesforce consists of up to five report blocks , which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create standard and cross-block custom summary formulas, apply filters, and sort columns.  A joined report can contain data from multiple standard or custom report types. What is the drawback of joined reports in Salesforce? Salesforce Joined report limitations A joined report in Salesforce is a report that allows you to show data that shares a relationship with one or more objects. Joined reports are often used when objects are not in parent-child relationships, such as Accounts and Opportunities. Advantages of Using Joined Reports What report types can be converted into joined reports? Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 4, 2021in Salesforce, Salesforce Optimization
Salesforce Sales Enablement
02Nov

Customers Re-Evaluate Their Priorities

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

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November 2, 2021in Salesforce
Headless Commerce is the Future of E-Commerce
18Oct

Headless Commerce is the Future of E-Commerce

Why Headless Commerce is the Future of E-Commerce You’ve likely heard it said time and again: the future of e-commerce is headless. But why is this prediction so widespread? Why are 35% of businesses expected to adopt a headless architecture by 2025? high-code headless solutions and commerce-oriented analytics platforms come into play. Headless commerce is the future of e-commerce. Headless commerce refers to a system where the frontend of your website—encompassing the storefront and user experience—is decoupled from the backend, which handles data, functionality, and business logic. Recent statistics reveal that businesses adopting headless commerce have reduced time to market by 50%, increased site performance by 30%, and decreased the time spent on upgrades and bug fixes by 34%. Headless Commerce – Future of E-Commerce There are four key ways in which headless commerce enhances performance: 1. Personalization at Scale Headless architecture centralizes customer data and separates content creation from delivery, enabling businesses to personalize content and experiences more effectively across multiple touchpoints. 2. Greater Control Over Experiences Decoupling the frontend from the backend gives businesses full control over website functionality, performance, SEO, design, and layout. Changes can be made to the frontend without impacting backend systems, allowing for greater flexibility and responsiveness. 3. Enhanced Performance and Flexibility With smaller, more focused frontends, data loading becomes more efficient, resulting in faster site performance and optimized media. Headless architecture also allows for seamless integration with third-party systems, enabling businesses to adapt and evolve as needed. 4. Fostering a Culture of Experimentation The flexibility and control offered by headless commerce equip teams with the tools to experiment regularly and rigorously. This fosters a culture of experimentation, which can drive continuous improvement and innovation. While the first three benefits of headless commerce are valuable on their own, it’s the ability to support a culture of experimentation that truly sets headless apart. When these advantages come together, businesses can achieve a cumulative impact that significantly enhances their performance. Let’s explore how an experimental mindset can unlock the full potential of headless commerce. Nurturing a Culture of Experimentation with Headless Commerce The agility and efficiency of a headless approach empower e-commerce brands to build a culture centered on testing and optimizing customer experiences. However, experimentation inherently involves risk. Any new experience introduced to your website will affect its performance and user experience—ideally for the better, but there are no guarantees. The challenge, then, is how to mitigate those risks effectively. The good news is that a culture of experimentation and calculated risk-taking provides brands with continuous data-gathering opportunities, leading to better decision-making and improved outcomes. The key is ensuring that your business has complete data visibility. To minimize risks during testing and address potential issues quickly, you need full visibility into how every change impacts your site and customer experience. This allows your team to identify what’s working, troubleshoot what isn’t, and make informed decisions based on real-time insights. Rapid deployment of new experiences can then become a true competitive advantage, enabling you to leverage data-backed insights to enhance your digital offerings. Experimenting Safely with Headless Commerce To illustrate this, imagine a scenario where you’re A/B testing on your headless site. Suppose you discover that your checkout abandonment rate is higher than the industry average, and you hypothesize that a lengthy checkout process is to blame. You decide to run an A/B test comparing two versions of the checkout flow to see if a shorter process yields better results. However, deploying this test introduces an unexpected error in one variation, skewing your results. Without visibility into site errors, you might not even realize the issue, leading to confusing or inconclusive test outcomes. This is where high-code headless solutions and commerce-oriented analytics platforms come into play. They provide the necessary visibility and monitoring to support a culture of experimentation while minimizing risks. A platform like Noibu, a performance and error monitoring solution designed specifically for e-commerce, can help you navigate these challenges with agility. By continuously monitoring your site, Noibu detects any issues that arise during changes, alerts your team, and provides detailed technical insights to address the root cause quickly. This ensures that your experiments remain unaffected, allowing you to test freely without fearing conversion drops or revenue loss. This type of software acts as a safety net, promoting extensive experimentation by monitoring your site for potential errors and encouraging calculated risk-taking. Case Study: Ribble Cycles and the Benefits of Headless Commerce Ribble Cycles transitioned to a headless architecture and experienced greater freedom and control. Matthew Lawson, Chief Digital Officer, shares, “Choosing a headless/composable architecture for Ribble Cycles has given us unparalleled flexibility and control… [allowing] us to decouple the front end from backend services, enabling rapid iteration and unique, customer-centric features.” To mitigate the risks associated with site changes, Ribble Cycles turned to Noibu, an error-detection platform that allowed them to experiment and test solutions with reduced risk. “While headless brings risks, such as unforeseen impacts from changes, we mitigate these with advanced analytics and monitoring tools like Noibu,” Lawson notes. “These tools help us detect and resolve issues in real time, reinforcing a positive risk-taking culture and driving better results for our brand and customers.” With complete visibility into the impact of their experiments, Lawson’s team is now in control and reaping the rewards of their headless commerce strategy. “Best decision we have made,” adds Lawson. “We have a roadmap to take it even further.” 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

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October 18, 2021in Salesforce
Salesforce
06Oct

Basics of Salesforce

What are the basics of Salesforce? What do users need to know? Salesforce is a cloud-based Customer Relationship Management (CRM) software for managing customer relationships and integration with other systems. This SaaS tool helps to create custom solutions for marketing, sales, services and ecommerce as per business requirements. Salesforce, Inc. is a famous American cloud-based software company that provides CRM services. This is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and prospects. CRM stands for Customer Relationship Management, which is a process or methodology used to learn more about customers’ needs and behaviors. This data is useful in order to help them through new solutions which eventually develop stronger relationships with them. This technology aids users to manage relationships with their customers and track data related to all of their interactions. It helps teams collaborate, both internally and externally, gather insights from social media, track important metrics, and communicate via email, phone, social, and other channels. The more useful way to think about Salesforce CRM is as a process that will help bring together lots of pieces of information about customers, sales, marketing effectiveness, responsiveness, and market trends. Advantages Of CRM What Is Salesforce Architecture? Salesforce delivers a highly customized experience to customers, employees, and partners. Salesforce’s Architecture is divided into three layers: Types Of Salesforce Apps Here are some of the prebuilt salesforce apps: 1. Sales Cloud “Sales Cloud is a specific Salesforce application designed to help organizations sell smarter and faster by centralizing customer information, logging interactions, and allowing for collaboration across teams. It puts all of your customer and prospect information in one place, giving sales teams the ability to be more productive.” Imagine there is a Sales team in a software company getting new leads (i.e. potential customers) very frequently from the Marketing team. They need to communicate with every lead, as per their details of them, When leads get converted, store their deals-related information. Generate invoices of customers orders. Throughout the whole process, the sales cloud helped them to keep track of the sales-related data, which helped them to improve and work efficiently. 2. Service Cloud “Service Cloud enables users to automate service processes, streamline workflows and find key articles, topics, and experts to support customer service agents. The purpose is to foster one-to-one marketing relationships with every customer across multiple channels and devices.” Imagine there is a telecommunication company, with a customer support team, which is helping customers solve their problems. Now using Service Cloud, they were able to keep track of each problem and solution as well. Whenever the same problems come, automatically the solution will be assigned to the problem. Through this, the efficiency of the team increased, response time decreased and customers were able to receive a comparatively quicker solution. 3. Marketing Cloud “Salesforce Marketing Cloud is a digital marketing platform that automates marketing across email, social media, mobile apps, SMS, websites, and more.” Imagine there is a retail company, that wants to do email marketing to their customers. They used the marketing cloud, which enables them to send personalized email to millions of customers, based on each and every customer’s previous purchase history. They are able to keep track of open rates, click-through rates, and conversion rates.  4. Commerce Cloud “Commerce Cloud is a key part of the Salesforce Customer Success Platform and offers e-commerce solutions for B2C (business to consumer) and B2B (business to business) customers.” Imagine there is a fashion retailer company that uses the Salesforce commerce cloud to manage its online store. They are able to suggest similar accessories that their customers are interested in or based on the customer’s last interaction with the web store. Through the commerce cloud, they were able to provide a seamless customer experience, which increases sales and builds customer loyalty. 5. Experience Cloud “Salesforce Experience Cloud enables enterprises to create and manage communities more effectively. It allows you to create portals, support centers, forums, websites, and smartphone apps, and administer your content.” Think of various portals or forums where users come and interact with each other, and discuss solving each other problems. 6. Health Cloud “Salesforce Health Cloud is a platform for managing doctor-patient interaction and recordkeeping. It brings together a wide range of data from several sources in one location, providing you with a complete picture of everything about each patient, both clinical and non-clinical.” It allows automated scheduling of appointments and also helps in conducting virtual health care for patients so, that they can take care of from the comfort of their homes. 7. Financial Services Cloud “It provides a user-friendly platform to handle all customer data, build more trusted relationships, and create more seamless digital experiences at any touchpoint. It is designed to meet the demands of companies in the financial sector: banks, insurance agents, mortgage and loan companies, and others.” Imagine a bank that provides loans and credit card services, which involves customer verification like financial condition, and all of that can be done using the financial service cloud. 8. Education Cloud “It allows educational institutions to create solutions for recruitment, admission, and registration while also improving the student experience in the course of the teaching process and extracurricular activities.” It helps educational institutions to provide the right recommendations like tuition, extra class, and books, to students according to their performance. When Do Salesforce Releases Come Salesforce is a #1 CRM-based solution provider because of its continuous improvements. It delivers hundreds of innovative features by providing three seasonal releases during a year: The first set of upgrades happens on sandbox instances 4-6 weeks before a release goes into production. After that, all customers run the same version of Salesforce, complete with all the latest features. Benefits Of Salesforce CRM If you are ready to explore the power of Salesforce for your business, contact Tectonic today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has

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October 6, 2021in Salesforce
By integrating accounting software with Salesforce, companies can centralize data, automate workflows, and gain actionable insights.
05Oct

Integrate Accounting with Salesforce

Salesforce Accounting Integration: Streamline Your Business Operations Integrating Salesforce with accounting software creates a unified, comprehensive solution that improves efficiency, ensures data accuracy, and supports compliance with accounting standards. Here are some popular ways to integrate accounting with Salesforce: 1. Accounting SeedAccounting Seed is a native Salesforce accounting software that seamlessly connects with Salesforce applications such as Sales Cloud, Revenue Cloud, and Service Cloud. By keeping all data in one platform, Accounting Seed enhances automation and streamlines processes like invoicing, financial reporting, and revenue recognition. 2. QuickBooksIntegrating QuickBooks with Salesforce enables real-time data sharing between sales and accounting teams. This By integrating accounting software with Salesforce, companies can centralize data, automate workflows, and gain actionable insights. provides insights into business performance while syncing critical data such as customer information, sales orders, expenses, and invoices. It bridges the gap between CRM and accounting, helping businesses improve operations and decision-making. 3. Sage IntacctSage Intacct offers advanced accounting capabilities that can integrate with Salesforce for a comprehensive financial solution. This integration allows businesses to automate financial processes, improve accuracy, and gain better control over general ledger operations. Salesforce’s Built-In Accounting FeaturesSalesforce also offers basic accounting functions, such as managing general ledger entries and tracking revenue streams. These capabilities, combined with integrations, help businesses enhance efficiency, reduce manual errors, and stay compliant with industry standards. Why Integrate Accounting with Salesforce?By integrating accounting software with Salesforce, companies can centralize data, automate workflows, and gain actionable insights. This seamless connection between CRM and financial systems ensures better collaboration, accuracy, and scalability for growing businesses. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 5, 2021in Data

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