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Agentic AI is Here

On Premise Gen AI

In 2025, enterprises transitioning generative AI (GenAI) into production after years of experimentation are increasingly considering on-premises deployment as a cost-effective alternative to the cloud. Since OpenAI ignited the AI revolution in late 2022, organizations have tested large language models powering GenAI services on platforms like AWS, Microsoft Azure, and Google Cloud. These experiments demonstrated GenAI’s potential to enhance business operations while exposing the substantial costs of cloud usage. To avoid difficult conversations with CFOs about escalating cloud expenses, CIOs are exploring on-premises AI as a financially viable solution. Advances in software from startups and packaged infrastructure from vendors such as HPE and Dell are making private data centers an attractive option for managing costs. A survey conducted by Menlo Ventures in late 2024 found that 47% of U.S. enterprises with at least 50 employees were developing GenAI solutions in-house. Similarly, Informa TechTarget’s Enterprise Strategy Group reported a rise in enterprises considering on-premises and public cloud equally for new applications—from 37% in 2024 to 45% in 2025. This shift is reflected in hardware sales. HPE reported a 16% revenue increase in AI systems, reaching $1.5 billion in Q4 2024. During the same period, Dell recorded a record $3.6 billion in AI server orders, with its sales pipeline expanding by over 50% across various customer segments. “Customers are seeking diverse AI-capable server solutions,” noted David Schmidt, senior director of Dell’s PowerEdge server line. While heavily regulated industries have traditionally relied on on-premises systems to ensure data privacy and security, broader adoption is now driven by the need for cost control. Fortune 2000 companies are leading this trend, opting for private infrastructure over the cloud due to more predictable expenses. “It’s not unusual to see cloud bills exceeding 0,000 or even million per month,” said John Annand, an analyst at Info-Tech Research Group. Global manufacturing giant Jabil primarily uses AWS for GenAI development but emphasizes ongoing cost management. “Does moving to the cloud provide a cost advantage? Sometimes it doesn’t,” said CIO May Yap. Jabil employs a continuous cloud financial optimization process to maximize efficiency. On-Premises AI: Technology and Trends Enterprises now have alternatives to cloud infrastructure, including as-a-service solutions like Dell APEX and HPE GreenLake, which offer flexible pay-per-use pricing for AI servers, storage, and networking tailored for private data centers or colocation facilities. “The high cost of cloud drives organizations to seek more predictable expenses,” said Tiffany Osias, vice president of global colocation services at Equinix. Walmart exemplifies in-house AI development, creating tools like a document summarization app for its benefits help desk and an AI assistant for corporate employees. Startups are also enabling enterprises to build AI applications with turnkey solutions. “About 80% of GenAI requirements can now be addressed with push-button solutions from startups,” said Tim Tully, partner at Menlo Ventures. Companies like Ragie (RAG-as-a-service) and Lamatic.ai (GenAI platform-as-a-service) are driving this innovation. Others, like Squid AI, integrate custom AI agents with existing enterprise infrastructure. Open-source frameworks like LangChain further empower on-premises development, offering tools for creating chatbots, virtual assistants, and intelligent search systems. Its extension, LangGraph, adds functionality for building multi-agent workflows. As enterprises develop AI applications internally, consulting services will play a pivotal role. “Companies offering guidance on effective AI tool usage and aligning them with business outcomes will thrive,” Annand said. This evolution in AI deployment highlights the growing importance of balancing technological innovation with financial sustainability. 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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AI Leader Salesforce

Sales Leads and Lead Scoring

Sales teams often face a growing pile of leads, making it overwhelming to determine where to focus their energy. How do you prioritize effectively? Lead scoring is the answer. This methodology helps rank prospects based on their likelihood to convert into customers. By mastering lead scoring, sales teams can win more deals and drive revenue growth. What is Lead Scoring? Lead scoring is a strategy used by sales teams to evaluate and rank potential customers by assigning values based on their behavior, demographics, and interactions with the business. This process identifies high-quality leads and determines their likelihood of conversion. By implementing lead scoring, sales teams can focus their time and resources on the most promising prospects. Why is Lead Scoring Important? According to the Salesforce State of Sales Report, sales reps spend 25% of their workweek researching, prospecting, and prioritizing leads. These activities are essential for moving prospects through the sales funnel, yet balancing them with other responsibilities is a challenge. Lead scoring streamlines this process, enabling teams to be more productive by focusing on high-value leads. This improves conversion rates while helping sales leadership better forecast pipelines and revenue. For example, imagine a sales rep for a medical software company trying to close deals with 100 hospital leads. Pursuing them randomly wastes time. However, with lead scoring, they can identify the top 10 most promising leads based on specific criteria, saving time and increasing success rates. Key Components of an Effective Lead Scoring System 1. Data Categories 2. Implicit vs. Explicit Data 3. Quality Data A reliable lead scoring system depends on accurate and up-to-date data. Keeping CRM records current and synced ensures a dependable scoring process. 4. Rule Definition Define criteria based on your most successful customer profiles. Identify patterns of attributes and behaviors that consistently lead to conversion. Similarly, assess unconverted leads to understand traits that signal low potential. 5. Manual vs. Predictive Scoring Steps to Implement Lead Scoring Common Lead Scoring Mistakes to Avoid Tools and Software for Lead Scoring The right tools can make lead scoring more efficient: If you’re short on data, opt for tools that can leverage anonymized external datasets to build your scoring model, transitioning to your own data over time as you scale. Real-World Examples Lead Scoring: Your Path to Higher Conversions By effectively implementing lead scoring, your sales team can prioritize high-value leads, boost conversion rates, and achieve sustainable revenue growth. Whether you choose manual or predictive methods, the key is to focus on what drives success for your business. Take control of your sales pipeline—lead scoring will show you the way. 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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What is a CRM

Time to Modernize CRM

Enterprises Must Modernize CRM by 2026 to Unlock AI Potential, Says ISG By 2026, half of all enterprises will need to modernize their Customer Relationship Management (CRM) systems to harness the full power of AI, according to a new report from global technology research and advisory firm Information Services Group (ISG) (Nasdaq: III). The ISG Buyers Guides™ for Customer Relationship Management, produced by ISG Software Research, highlight the evolution of CRM from basic data repositories to sophisticated AI-powered platforms. Modern CRM systems now drive sales performance, improve customer engagement, and provide insights that empower both sales and service teams to meet business objectives. The Need for AI-Driven CRM “CRM systems ensure customer-facing teams have access to up-to-date information, but outdated systems often lead to inefficiencies,” says Stephen Hurrell, Director of Research, Office of Revenue, ISG Software Research. “AI-driven CRM technology is essential for delivering actionable insights, market intelligence, and effective engagement. Enterprises must continuously align their CRM strategies with evolving business needs to remain competitive.” Traditional CRM approaches often rely on fragmented customer interactions, consuming unnecessary resources and limiting growth. While some providers offer add-ons to enhance CRM functionality, their effectiveness depends on the quality of foundational data, such as customer profiles and activity records. Enterprises now face a pivotal decision: reimplement their existing CRM systems or transition to new platforms to unlock the capabilities of AI. For many enterprises migrating to Salesforce’s Agentforce will be the logical answer. Modern CRM Capabilities To address today’s demands, modern CRM systems should: In sales, AI-driven CRM systems offer insights on the best times and strategies for engagement. In service, these systems transform customer interactions into additional revenue streams through more integrated and proactive support. ISG’s Evaluation of CRM Providers The 2024 ISG Buyers Guides for Customer Relationship Management assessed 37 providers across eight CRM-related categories: Suite, Platform, Digital Commerce, Marketing, Partners, Sales, Sales Engagement, and Service. Top Providers by Category (Ranked in Order): Industry Challenges Despite advancements, many enterprises struggle with disconnected and overly customized CRM systems that are difficult to upgrade for AI and automation. “Today’s CRM platforms should be intelligent systems that optimize customer interactions and drive growth,” says Mark Smith, Partner, ISG Software Research. “Unfortunately, many enterprises face inefficiencies due to outdated deployments.” About the ISG Buyers Guides The ISG Buyers Guides are the culmination of over a year of market research and provide insights to help enterprises make informed software investments. These reports are independent of vendor influence and serve as a valuable resource for selecting CRM providers and optimizing business technology strategies. To learn more about the ISG Buyers Guides for Customer Relationship Management and access detailed rankings and insights, visit the ISG Software Research website. About ISG Software Research ISG Software Research, formerly Ventana Research, provides authoritative insights into the business and IT software landscape. It offers consulting, research, and educational services for enterprises and software providers, supporting informed decision-making and software selection through methodologies like the ISG Software Research Value Index. 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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AI Agents Set to Break Through in 2025

AI Agents Set to Break Through in 2025

2025: The Year AI Agents Transform Work and Life Despite years of hype around artificial intelligence, its true disruptive impact has so far been limited. However, industry experts believe that’s about to change in 2025 as autonomous AI agents prepare to enter and reshape nearly every facet of our lives. Since OpenAI’s ChatGPT took the world by storm in late 2022, billions of dollars have been funneled into the AI sector. Big tech and startups alike are racing to harness the transformative potential of the technology. Yet, while millions now interact with AI chatbots daily, turning them into tools that deliver tangible business value has proven challenging. A recent study by Boston Consulting Group revealed that only 26% of companies experimenting with AI have progressed beyond proof of concept to derive measurable value. This lag reflects the limitations of current AI tools, which serve primarily as copilots—capable of assisting but requiring constant oversight and remaining prone to errors. AI Agents Set to Break Through in 2025 The status quo, however, is poised for a radical shift. Autonomous AI agents—capable of independently analyzing information, making decisions, and taking action—are expected to emerge as the industry’s next big breakthrough. “For the first time, technology isn’t just offering tools for humans to do work,” Salesforce CEO Marc Benioff wrote in Time. “It’s providing intelligent, scalable digital labor that performs tasks autonomously. Instead of waiting for human input, agents can analyze information, make decisions, and adapt as they go.” At their core, AI agents leverage the same large language models (LLMs) that power tools like ChatGPT. But these agents take it further, acting as reasoning engines that develop step-by-step strategies to execute tasks. Armed with access to external data sources like customer records or financial databases and equipped with software tools, agents can achieve goals independently. While current LLMs still face reasoning limitations, advancements are on the horizon. New models like OpenAI’s “o1” and DeepSeek’s “R1” are specialized for reasoning, sparking hope that 2025 will see agents grow far more capable. Big Tech and Startups Betting Big Major players are already gearing up for this new era. Startups are also eager to carve out their share of the market. According to Pitchbook, funding deals for agent-focused ventures surged by over 80% in 2024, with the median deal value increasing nearly 50%. Challenges to Overcome Despite the enthusiasm, significant hurdles remain. 2025: A Turning Point Despite these challenges, many experts believe 2025 will mark the mainstream adoption of AI agents. A New World of Work No matter the pace, it’s clear that AI agents will dominate the industry’s focus in 2025. If the technology delivers on its promise, the workplace could undergo a profound transformation, enabling entirely new ways of working and automating tasks that once required human intervention. The question isn’t if agents will redefine the way we work—it’s how fast. By the end of 2025, the shift could be undeniable. 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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salesforce government digital transformation

Salesforce Drives Digital Transformation in Governmental Agencies

How Salesforce Drives Digital Transformation in Governmental Agencies in 2025 In the evolving digital age, government agencies face an increasing demand to modernize their services, improve citizen engagement, and deliver seamless digital experiences. These organizations require transformational technologies that not only streamline internal operations but also adopt a citizen-first approach. Salesforce emerges as a key enabler of this transformation, empowering government agencies with tools to build unified, transparent platforms while fostering efficiency and enhancing citizen interaction. Leveraging Salesforce Commerce Cloud and Salesforce CRM, agencies can overcome common challenges and embrace a more digitally enabled public sector. Let’s explore the pressing challenges government agencies face and how Salesforce provides practical, scalable solutions to address them. 1. Citizen Engagement and Accessibility: Bridging the Digital Divide Challenge: Citizens now expect government services to be as user-friendly and accessible as private-sector experiences. Lengthy response times, disconnected platforms, and inconsistent experiences across digital and physical touchpoints erode trust and hinder accessibility. Solution: 2. Data Security and Compliance: Safeguarding Citizen Trust Challenge: Handling sensitive citizen data requires robust security and strict compliance with regulations like GDPR, CCPA, and other local data privacy laws. Solution: 3. Legacy Systems and Integration: Modernizing Infrastructure Challenge: Legacy systems often limit agility, making it difficult to integrate new technologies and slowing the pace of digital transformation. Solution: 4. Budget Constraints: Implementing Cost-Effective Solutions Challenge: Budget limitations often hinder the adoption of new technologies, especially those requiring significant upfront investment. Solution: 5. Efficient Service Delivery: Streamlining Workflows Challenge: Paper-heavy, bureaucratic processes delay service delivery and frustrate both staff and citizens. Solution: 6. Data-Driven Decision-Making: Analytics for Informed Policies Challenge: Generating actionable insights from vast amounts of data is challenging, affecting policymaking and government efficiency. Solution: 7. Enhancing Collaboration: A Unified Workforce Challenge: Siloed departments hinder collaboration and reduce overall productivity, making it difficult to provide cohesive citizen services. Solution: 8. Real-Time Responsiveness: Meeting Citizen Expectations Challenge: Citizens expect real-time support and proactive communication from government agencies. Delays lead to frustration and diminished trust. Solution: Transforming Government Services with Salesforce Salesforce Commerce Cloud and Salesforce CRM are tailored to address public sector challenges in 2025. By leveraging these tools, government agencies can: Salesforce offers a clear path to a digitally empowered future, enabling government agencies to meet today’s demands while laying the foundation for innovation. Ready to Transform?If your agency is ready to embrace digital transformation, streamline operations, and enhance citizen services, Salesforce can help you get there. Let’s discuss how Salesforce solutions, supported by expert implementation, can drive meaningful change for your organization and your citizens. 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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salesforce for manufacturing

Salesforce for Manufacturing

Salesforce for Manufacturing: Field Service Spark that Fuels Operational Excellence Traffic control ensures vehicles stay on course, avoid disruptions, and arrive safely, safeguarding travelers. Similarly, Salesforce Field Service (formerly known as Salesforce Field Service Lightning) acts as the traffic cop for effective field service management, ensuring seamless operations. It assigns the right tasks to the right technicians with real-time updates and provides essential tools for optimal efficiency. This comprehensive platform addresses routing needs while streamlining processes to boost operational outcomes. “The key is not to prioritize what’s on your schedule, but to schedule your priorities.” – Stephen Covey Salesforce Field Service eliminates guesswork in scheduling. By leveraging data-driven strategies, it enhances operational efficiency and integrates effortlessly into manufacturing workflows. Implementation of this platform results in a 32% increase in mobile worker productivity, making it an essential solution for manufacturers today. To unlock its full potential, partnering with a Salesforce consulting expert like Tectonic ensures the solution is tailored to your specific needs. In this insight, we’ll explore how Salesforce Field Service can optimize manufacturing operations, improve productivity, and transform field service management into a streamlined and efficient process. Understanding Salesforce for Manufacturing Traffic control’s efforts to ensure smooth operations mirror the complexity of managing manufacturing field service tasks. Manufacturers often face challenges such as technician scheduling difficulties and communication breakdowns. Salesforce Field Service effectively addresses these issues with features like: With Salesforce Field Service, manufacturers achieve control, visibility, and operational efficiency, transforming chaos into coordinated success. 90% of decision-makers say their company invests in specialized technology to improve mobile worker productivity. – Salesforce Benefits of Salesforce Field Service in Manufacturing Salesforce Use Cases for Manufacturing Real-Life Success Stories with Salesforce Field Service Why Tectonic is the Ideal Partner for Salesforce Field Service Implementation Problem Statement: A leading electrical appliance manufacturer struggled with outdated manual scheduling, inefficient workflows, and excessive field visits, negatively impacting efficiency and customer satisfaction. Solution Offered: Salesforce implemented Salesforce Service Cloud integrated with Field Service, optimizing scheduling, dispatching, and field operations for enhanced productivity and superior customer service. Results Achieved: Your Path to Field Service Excellence Just as traffic control ensures safe and timely travelts, Salesforce Field Service organizes and streamlines field operations. With its capabilities for real-time scheduling, proactive maintenance, and optimized routing, it becomes an invaluable resource for manufacturers. Tectonic’s Salesforce consulting expertise ensures your manufacturing needs are met with precision. By implementing a tailored solution, you’ll unlock operational efficiency, enhance customer satisfaction, and drive business growth. Contact us now to take your manufacturing success to the next level! 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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Salesforce Data Migration Tools

Salesforce Data Migration Tools

In the current age of digital transformation, effective data migration is essential, especially as cloud adoption accelerates. Research from Foundry reveals that 63% of IT leaders have increased their cloud migrations, but 90% face challenges—primarily budgetary constraints. This highlights the importance of thoughtful planning and strategic execution. In this context, we’ll explore the significance of successful Salesforce data migration and present a nine-step roadmap to ensure a seamless transition. Additionally, we’ll cover solutions for data preparation and the top five Salesforce data migration tools that can help turn migration challenges into growth opportunities. Salesforce Data Migration ChecklistDownload our e-book to quickly and efficiently migrate data from Excel spreadsheets and CRM systems to Salesforce. Why is Data Migration Important?In 2010, I bought my first smartphone and struggled to transfer data from my outdated phone. My contacts were vital, but the old phone lacked proper data transfer options. Determined not to re-enter everything manually, I searched for a solution. Eventually, I found a method to extract data into a CSV file, which I converted to vCard format to transfer successfully. This experience reinforced how essential data migration is—not only for businesses but also for everyday situations. For organizations looking to modernize, data migration is a crucial step in upgrading IT infrastructure. It enables smooth transitions from legacy systems to modern platforms like Salesforce, enhancing efficiency, scalability, and data accessibility. Effective data migration improves data management, reduces costs tied to outdated systems, and supports better decision-making through improved analytics. It also ensures data integrity and security, aligning IT capabilities with evolving business needs, fostering innovation, and keeping a competitive edge. What is Data Migration in Salesforce?Whether you are already using Salesforce or considering adoption, one common question arises: “How do I migrate my data to Salesforce?” Salesforce data migration involves moving information from external systems like legacy CRMs or local databases into Salesforce. This process is critical not only for protecting data integrity but also for enabling better decision-making, improving customer service, and promoting organizational growth. A well-planned data migration strategy ensures a smooth transition to Salesforce, maximizing its potential and enhancing business efficiency. 9-Step Salesforce Data Migration PlanPreparing for a Salesforce data migration? Follow these nine essential steps for a seamless process: Need Help with Data Migration to Salesforce?We offer consulting services to guide you through the data migration process, from auditing data sources to executing the migration strategy. Tectonic is here to help. Top 5 Salesforce Data Migration ToolsHere’s a quick comparison of five Salesforce data migration tools to help you choose the right solution: For hassle-free data migration, reach out to Tectonic for a tailored plan that minimizes downtime and maximizes operational efficiency. 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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RAGate

RAGate

RAGate: Revolutionizing Conversational AI with Adaptive Retrieval-Augmented Generation Building Conversational AI systems is challenging.It’s not just feasible; it’s complex, resource-intensive, and time-consuming. The difficulty lies in creating systems that can not only understand and generate human-like responses but also adapt effectively to conversational nuances, ensuring meaningful engagement with users. Retrieval-Augmented Generation (RAG) has already transformed Conversational AI by combining the internal knowledge of large language models (LLMs) with external knowledge sources. By leveraging RAG with business data, organizations empower their customers to ask natural language questions and receive insightful, data-driven answers. The challenge?Not every query requires external knowledge. Over-reliance on external sources can disrupt conversational flow, much like consulting a book for every question during a conversation—even when internal knowledge is sufficient. Worse, if no external knowledge is available, the system may respond with “I don’t know,” despite having relevant internal knowledge to answer. The solution?RAGate — an adaptive mechanism that dynamically determines when to use external knowledge and when to rely on internal insights. Developed by Xi Wang, Procheta Sen, Ruizhe Li, and Emine Yilmaz and introduced in their July 2024 paper on Adaptive Retrieval-Augmented Generation for Conversational Systems, RAGate addresses this balance with precision. What Is Conversational AI? At its core, conversation involves exchanging thoughts, emotions, and information, guided by tone, context, and subtle cues. Humans excel at this due to emotional intelligence, socialization, and cultural exposure. Conversational AI aims to replicate these human-like interactions by leveraging technology to generate natural, contextually appropriate, and engaging responses. These systems adapt fluidly to user inputs, making the interaction dynamic—like conversing with a human. Internal vs. External Knowledge in AI Systems To understand RAGate’s value, we need to differentiate between two key concepts: Limitations of Traditional RAG Systems RAG integrates LLMs’ natural language capabilities with external knowledge retrieval, often guided by “guardrails” to ensure responsible, domain-specific responses. However, strict reliance on external knowledge can lead to: How RAGate Enhances Conversational AI RAGate, or Retrieval-Augmented Generation Gate, adapts dynamically to determine when external knowledge retrieval is necessary. It enhances response quality by intelligently balancing internal and external knowledge, ensuring conversational relevance and efficiency. The mechanism: Traditional RAG vs. RAGate: An Example Scenario: A healthcare chatbot offers advice based on general wellness principles and up-to-date medical research. This adaptive approach improves response accuracy, reduces latency, and enhances the overall conversational experience. RAGate Variants RAGate offers three implementation methods, each tailored to optimize performance: Variant Approach Key Feature RAGate-Prompt Uses natural language prompts to decide when external augmentation is needed. Lightweight and simple to implement. RAGate-PEFT Employs parameter-efficient fine-tuning (e.g., QLoRA) for better decision-making. Fine-tunes the model with minimal resource requirements. RAGate-MHA Leverages multi-head attention to interactively assess context and retrieve external knowledge. Optimized for complex conversational scenarios. RAGate Varients How to Implement RAGate Key Takeaways RAGate represents a breakthrough in Conversational AI, delivering adaptive, contextually relevant, and efficient responses by balancing internal and external knowledge. Its potential spans industries like healthcare, education, finance, and customer support, enhancing decision-making and user engagement. By intelligently combining retrieval-augmented generation with nuanced adaptability, RAGate is set to redefine the way businesses and individuals interact with AI. 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 We Are All Cloud Users My old company and several others are concerned about security, and feel more secure with being able to walk down Read more

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Salesforce Agentforce Integration

Agentforce at Work

Agentforce Salesforce Agentforce in Action: A Practical Example of Using Agents in Salesforce Autonomous Agents on the Agentforce Platform Agentforce represents a transformative shift in Salesforce’s strategy, poised to redefine how users engage with their CRM. By introducing both assistive AI—enhanced by generative AI for capabilities like summaries and sales emails—and autonomous AI, which empowers agents to automate actions without human oversight, Agentforce helps users operate more efficiently in Salesforce. Despite the excitement around Agentforce, most blogs and marketing materials focus on AI hype rather than practical applications. This insight focuses on illustrating how these tools work and the tangible value they can provide for your organization’s custom processes. Curious about setting up Agentforce agents using both out-of-the-box actions and custom actions? Let’s dive in. What is Agentforce? Agentforce is Salesforce’s conversational AI tool for CRM. In simple terms, it lets users “talk” to Salesforce. Powered by generative AI and the Atlas Reasoning Engine, Agentforce processes user input to perform tasks like summarizing data from objects, updating fields, and generating content such as emails or knowledge articles. This innovative tool is only at the beginning of its journey, likely setting the stage for a future where CRM interactions may evolve beyond traditional form-based interfaces to more intuitive chatbot-style engagement. Scenario: Managing Sales Pipeline Consider a salesperson with the daily objectives of tracking deals, managing pipeline opportunities, and identifying potential risks. Traditionally, this would require manually navigating numerous Salesforce objects, risking data inconsistencies and user errors. Agentforce’s assistive actions can streamline much of this, automating processes to identify key deals, summarize progress, and track deal risks across the pipeline. Let’s take a closer look at configuring a custom action for a pipeline summary. All powered by Salesforce Agentforce. Step-by-Step Guide to Configuring a Pipeline Summary Action Agentforce Use Cases: Getting Started Agentforce offers powerful tools for implementing AI-based functions within Salesforce, but to realize productivity gains, consider the following: Agentforce’s standard actions are a great starting point, providing immediate productivity impacts that can be enhanced as you customize actions to meet specific needs. For tailored guidance on integrating Agentforce, explore Tectonic’s Salesforce Agentforce Consulting Services. Tectonic’s expertise can support your organization in optimizing user experience, boosting productivity, and training users to responsibly leverage Agentforce’s capabilities across industries and channels. 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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Agentic AI Race

Agentforce Accelerator to Empower Nonprofits

Salesforce Introduces Agentforce Accelerator to Empower Nonprofits Salesforce has unveiled the Salesforce Accelerator — Agents for Impact, a groundbreaking initiative aimed at helping nonprofits harness the power of Agentforce. This suite of AI-driven tools enables organizations to build and deploy autonomous AI agents that can perform critical tasks across various functions. Through a combination of technology, funding, and expertise, the accelerator aims to empower nonprofits to enhance operational efficiency and amplify their impact in an AI-driven future. Why It Matters Nonprofits often face challenges such as staffing shortages and burnout, limiting their ability to address pressing social and environmental issues. AI agents can play a transformative role by augmenting nonprofit teams, enabling them to: While the potential is significant, developing and implementing AI solutions often remains financially and technically inaccessible for many nonprofits. How the Accelerator Works The Salesforce Accelerator — Agents for Impact bridges this gap by providing a comprehensive support package: Nonprofits from all focus areas can apply for the accelerator starting October 29, 2024, with selected organizations notified by December. Track Record of Impact The Agents for Impact initiative builds on Salesforce’s broader accelerator program, which has provided million since 2022 to support innovative nonprofit solutions in areas like AI, education, and climate action. Scaling Nonprofit Potential With the launch of Salesforce Accelerator — Agents for Impact, nonprofits now have unprecedented opportunities to adopt AI-driven solutions that enhance efficiency and scale their missions. This program reflects Salesforce’s ongoing commitment to empowering organizations to drive meaningful change in an increasingly AI-powered world. 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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Informed Decision-Making

Informed Decision-Making

Informed Decision-Making Through Data Visualization: Power BI vs. Tableau Today’s businesses need to make informed decisions by leveraging organized and analyzed data. Data visualization is a key method for extracting insights from this data, and Power BI and Tableau are two leading tools that often spark debate among experts. Both are highly regarded for their ability to visualize data, and CTOs frequently compare Power BI vs. Tableau to determine the best fit for their needs. Why Power BI and Tableau Stand OutBoth tools excel at data visualization, making them top choices for business intelligence (BI) solutions. They offer seamless integration with various platforms, can handle large volumes of data, and provide predictive analytics capabilities. To help CTOs and other decision-makers boost efficiency, let’s dive into a comparison of Power BI vs. Tableau and examine how each tool measures up. Power BI Microsoft’s Power BI is a leading BI tool designed to transform data from diverse sources into insightful visual reports. It allows users to create, share, and manage analytical reports, ensuring accessibility at all times. As part of the Microsoft ecosystem, Power BI is ideal for large organizations that already use Microsoft products. Tableau Tableau delivers powerful data visualization with flexible deployment options, allowing users to seamlessly access insights. With its integration into Salesforce Data Cloud, Tableau offers a fast and scalable way to work with customer data in real time. Its strong data-handling capabilities make it popular among larger organizations and data experts. Power BI vs. Tableau: Key Differences Let’s explore the key differences between Power BI and Tableau to guide your informed decision-making. Data Visualization and User Interface Data Integration and Connectivity for Informed Decision-Making Data Handling and Performance Ease of Learning Programming Tools Support Pricing Microsoft Power BI vs. Salesforce Tableau: Pros and Cons Power BI Pros Tableau Pros Which is Better: Power BI or Tableau? When comparing Microsoft Power BI vs. Tableau, the right choice depends on your organization’s size, technical expertise, and specific needs. For smaller businesses and those already using Microsoft tools, Power BI is often the best fit. On the other hand, larger organizations managing substantial datasets might favor Tableau for its advanced capabilities. Ultimately, the decision between Power BI vs. Tableau should be based on your unique business requirements and the level of technical expertise available within your team. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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How Skechers Solved Its Ecommerce Challenges

How Skechers Solved Its Ecommerce Challenges

Skechers Boosts Direct-to-Consumer Sales with Ecommerce Platform Upgrades Skechers, now a global brand in 2024, credits its recent ecommerce platform upgrades for saving time and increasing direct-to-consumer sales. However, it wasn’t always equipped with the right technology to support its massive growth. During Salesforce’s Dreamforce conference in San Francisco, Eric Cheng, Skechers USA Inc.’s director of ecommerce architecture, shared insights into how key technology decisions helped the brand expand and enhance its website and content capabilities. “Today, we’re present in over 180 countries worldwide,” Cheng said, speaking on stage at the Moscone Center. Skechers’ journey began in 1992, and its expansion has taken the brand across borders, reaching millions of customers worldwide. “We connect hundreds of millions of customers through our retail stores and ecommerce platform to deliver a unique experience,” Cheng noted, emphasizing the need to meet the diverse demands of each market. Skechers ranks No. 273 in the Top 1000, Digital Commerce 360’s ranking of the largest North American e-retailers by online sales, where it is categorized as an Apparel & Accessories retailer. Digital Commerce 360 projects that Skechers will reach 0.65 million in online sales by 2024. Ecommerce Platform Challenges Cheng acknowledged that Skechers’ digital transformation wasn’t immediate: “The journey did not just happen overnight; it took time and effort.” Skechers faced challenges in three key areas: content management, scalability, and customer experience. The legacy system was inadequate, lacking robust tools for efficient content delivery, previewing scheduled content, and handling localization. As Cheng described, launching a marketing page often required the content team to be on standby at midnight—an unsustainable approach for 17 countries. How Skechers Solved Its Ecommerce Challenges To overcome these hurdles, Skechers partnered with Astound Digital. Together, they implemented Salesforce Service Cloud and Manhattan Active Omni for order management. Kyle Montgomery, senior vice president of commerce at Astound Digital, joined Cheng on stage and highlighted the goal: “Their vision was to unify, supply, and scale.” This transformation enabled Skechers to bring 17 countries in Europe, Japan, and North America onto a single platform. Jennifer Lane, Salesforce’s director of success guides, also emphasized the flexibility achieved using Salesforce’s Page Designer and localization solutions from Salesforce’s AppExchange. Integrations with Thomson Reuters for tax, CyberSource for payments, and Salesforce Marketing Cloud for personalization further enhanced Skechers’ capabilities. The Results Cheng highlighted three key improvements after the ecommerce overhaul. First, content creation and localization tools improved operational efficiency by over 500%. The time to launch in new markets was dramatically reduced from five months to just a few weeks. Additionally, Skechers saw a notable sales boost, with a 24.5% increase in its direct-to-consumer segment during Q1 2023. Skechers’ success demonstrates the significant impact of a well-executed ecommerce platform upgrade, allowing the brand to scale globally while improving customer experience and operational efficiency. Contact Tectonic to learn what Salesforce can do for you. 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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Tableau Einstein Alliance to Help Partners Drive Success in the Agent Era

Tableau Einstein Alliance to Help Partners Drive Success in the Agent Era

Salesforce Unveils Tableau Einstein Alliance to Empower Partners in the AI-Driven Agent Era Salesforce today announced the launch of the Tableau Einstein Alliance, a new partner community designed to create and deliver AI-driven solutions and analytical agents for Tableau Einstein. Built on the Salesforce platform and integrated with Agentforce, this initiative aims to help partners accelerate success in the emerging AI landscape. Tableau Einstein Alliance to Help Partners Drive Success in the Agent Era The Tableau Einstein Alliance offers partners a range of exclusive benefits, including early access to Salesforce’s product roadmaps, in-house AI experts, marketing support, and co-selling opportunities. Through the Alliance, partners will be able to develop agents, apps, and AI-driven solutions, enabling customers to navigate the autonomous AI revolution and rapidly extract value from their data and AI investments. The Alliance is set to launch in February 2025 with 25 founding members, including Tectonic, Capgemini, Deloitte, IBM, and Slalom. Solutions developed within the Alliance will be available on both the Salesforce AppExchange and the forthcoming Tableau Marketplace, offering developers a platform to create, share, and monetize analytical assets. Why It Matters:Partner ecosystems have been crucial in advancing major technological innovations, from cloud computing to software-as-a-service. With the rise of Agentforce, building a dynamic partner community is more critical than ever to drive the next wave of AI and analytics adoption. Salesforce’s Perspective: “Tableau’s success is deeply rooted in our partners’ commitment to our customers. Now, we’re investing in the Tableau Einstein Alliance to cultivate an ecosystem of visionary and innovative partners who will integrate Agentforce into every facet of analytics. The future of data and analytics is here, and our partners are essential to this journey.”— Ryan Aytay, CEO, Tableau Industry Perspectives: “Atrium has championed the vision of unified analytics since Tableau joined the Salesforce ecosystem. We’ve seen the incredible potential of Data Cloud and Tableau Cloud together, and we’re thrilled to help bring Tableau Einstein to market. Its integrated features will offer customers unprecedented productivity.”— Chris Heineken, CEO, Atrium “Tectonic’s “Insight to Action” methodology (i2a) is directly improved by the launch of the Tableau Einstein Alliance. By utilizing automated AI-solutions to power data-driven insights, we are able to deliver additional value to our customers.”— Dan Grossnickle, Tectonic “Tableau Einstein represents the next step in Salesforce’s data platforms and generative AI products. The value for clients from these data-driven insights is immense. We’re excited to help lead the way through the Tableau Einstein Alliance.”— Jean-Marc Gaultier, Head of Group Strategic Initiatives and Partnerships, Capgemini “Deloitte has long benefited from Tableau’s capabilities, and we’re excited to see how this next iteration will further empower our teams with data to drive growth. Integrating key features into tools like Salesforce and Slack will unlock even greater potential for us.”— Moritz Schieder, Tableau Alliance Leader and Director, Deloitte Germany “IBM is eager to leverage Tableau Einstein to deliver more value to our customers, regardless of where they work. As a strategic Agentforce partner and Salesforce customer, we are excited to be part of the next generation of analytics alongside Salesforce.”— Mary Rowe, Global Head of IBM Consulting Salesforce Practice Tableau Einstein Alliance to Help Partners Drive Success in the Agent Era and Tectonic, an insights 2 actions company, is excited to be a part of the innovation. 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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Challenges of EHR Implementation in Healthcare

Challenges of EHR Implementation and How to Overcome Them Implementing an electronic health record (EHR) system is a monumental task, with complexities that require careful planning and execution. Common challenges—such as resistance to change, data migration hurdles, cost overruns, cybersecurity risks, and patient engagement issues—can impede progress. However, understanding these obstacles and applying targeted strategies can pave the way for a smooth transition. 1. Resistance to Change The adoption of a new EHR system affects nearly every workflow in a healthcare organization, often sparking resistance among staff. Fear of change and attachment to familiar processes can hinder implementation. Solution: 2. Data Migration Issues Accurate migration of patient health records is critical, yet transitioning data between systems often presents technical and logistical challenges. Solution: 3. Cost Overruns EHR implementation costs can quickly escalate, extending beyond software and hardware expenses to include consulting fees, training, and operational adjustments. Solution: 4. Heightened Cybersecurity Risks Transitioning sensitive patient data between EHR systems increases vulnerability to breaches, ransomware, and other cybersecurity threats. Solution: 5. Patient Engagement Challenges Patients are often overlooked during EHR transitions, leading to confusion about changes in medication requests, appointment scheduling, and other interactions. Solution: Conclusion EHR implementation is undoubtedly challenging, but with proactive strategies, healthcare organizations can navigate these complexities effectively. By addressing resistance to change, ensuring seamless data migration, managing costs, bolstering cybersecurity, and engaging patients, organizations can achieve a successful EHR transition that enhances workflows, safeguards data, and improves patient outcomes. 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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