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Consumer Chatbot Technology

Consumer Chatbot Technology

The Reality Behind AI Chatbots and the Path to Autonomous AI In the rush to adopt the latest Consumer Chatbot Technology, it’s easy to overlook a fundamental reality: consumer chatbot technology isn’t ready for enterprise use—and it likely never will be. The reason is simple: AI assistants are only as effective as the data that powers them. Most large language models (LLMs) are trained on data from public websites, which lack the specific business and customer data that enterprises need. This means consumer bots can’t adequately assist employees in selling products, marketing merchandise, or improving productivity, as they lack the necessary personalization and business context. To achieve the vision of AI that goes beyond simple chatbots performing basic tasks—like drafting emails, essays, blogs, or graphics—to a more advanced role where AI acts autonomously and addresses business-critical needs, a different approach is needed. This vision involves AI taking action with minimal human intervention, using digital agents to identify and respond to these needs. At Salesforce, we are pursuing a clear path to AI that not only takes action but also automates routine tasks, all while adhering to established business rules, permissions, and context. Instead of relying solely on LLMs, which primarily focus on generating human-like text, future AI assistants will depend on large action models (LAMs) that integrate decision-making and action-taking capabilities. The Journey Toward AI Autonomy Our journey towards this vision began with the Salesforce Data Cloud, a robust data engine built on the Einstein 1 Platform. This platform integrates data from across the enterprise and third-party repositories, enabling companies to activate their data, automate workflows, personalize customer interactions, and develop smarter AI solutions. Recognizing the shift from generative AI to autonomous AI, Salesforce introduced Einstein Copilot, the industry’s first conversational, enterprise-class AI assistant. Integrated across the Salesforce ecosystem, Einstein Copilot utilizes an organization’s data, whether it’s behind a firewall or in an external data lake, to act as a reasoning engine. It interprets user intents, interacts with the most suitable AI model, solves problems, generates relevant content, and provides decision-making support. Expanding the Role of AI in Business Since its launch in February 2024, Salesforce has been expanding Einstein Copilot’s library of actions to meet specific business needs in sales, service, marketing, data analysis, and industries like ecommerce, financial services, healthcare, and education. These “actions” are akin to LEGO blocks—discrete tasks that can be assembled to achieve desired project outcomes. For example, a sales representative might use Einstein Copilot to generate a personalized close plan, gain insights into why a deal may not close, or review whether pricing was discussed in a recent call. Einstein Copilot then orchestrates these tasks, provides recommendations, and compiles everything into a detailed report. The ultimate goal is for AI not only to gather and organize information but also to take proactive action. Imagine a sales representative instructing their digital agent to set up meetings with top prospects in a specific territory. The AI could not only identify suitable contacts but also suggest meeting times, plan travel schedules, draft emails, and even create talking points—all of which it could execute autonomously with the representative’s approval. Tectonic dreams of the day AI is smart enough to interpret our search engine typos and produce the results for what we were actually looking for! The Future of AI Autonomy The possibilities for semi-autonomous or fully autonomous AI are vast. As we continue to develop and refine these technologies, the potential for AI to transform business processes and decision-making becomes increasingly tangible. At Salesforce, they are committed to leading this charge, ensuring that our AI solutions not only meet but exceed the expectations of enterprises worldwide. Salesforce is in a strong position to deliver on all of them because of the volume and breadth of data housed in Data Cloud, the heavy workflow traffic in our Customer 360 CRM, and the fact we’ve delivered an enterprise-class copilot that is rapidly expanding its library of actions. It will not happen overnight. The technology needs to advance, organizations and people have to be able to trust AI and be trained to use it in the right ways, and more work will need to be done to ensure the right balance between human involvement and AI autonomy. But with our continued investment in CRM, data, and trusted AI, we will achieve that vision before too long. Salesforce is in a strong position to deliver on all of them because of the volume and breadth of data housed in Data Cloud, the heavy workflow traffic in our Customer 360 CRM, and the fact we’ve delivered an enterprise-class copilot that is rapidly expanding its library of actions. Jayesh Govindarajan, Senior Vice President, Salesforce 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 The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Summer 24 Data Cloud Release

Salesforce Summer 24 Data Cloud Release

Data Cloud Ingest, harmonize, unify, and analyze streaming and batch data with Data Cloud. Then use that data to unlock meaningful and intelligent experiences across Customer 360 applications and beyond. Salesforce Summer 24 Data Cloud Release. Salesforce Summer 24 Data Cloud Release Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce-Powered Nonprofit Events

Salesforce-Powered Nonprofit Events

Salesforce has cemented its position as the #1 CRM, becoming an essential tool for businesses improving their marketing, sales, and support processes. But there’s another powerful feature you should explore: managing events directly within Salesforce. Salesforce’s versatility allows you to organize a successful event of any size, whether it’s online, offline, or a hybrid meeting. However, like any business endeavor, a well-thought-out strategy is crucial to ensure your event planning turns into a major success. In this insight, you’ll learn how events contribute to a business’s lifecycle, how to manage them effectively, and the essential tools you’ll need for successful event management in Salesforce. The Role of Events in Nonprofits If your company hasn’t yet ventured into event organization, it’s time to reconsider. Events are a great way to fuel engagement, foster data-driven decisions, and build a thriving community. On a larger scale, event planning offers a range of business benefits, including: Common Event Management Challenges Even with the best intentions, event planning comes with challenges that can derail your efforts if not addressed. Let’s review some common challenges and how Salesforce can help: How Salesforce Elevates Event Management Salesforce brings significant advantages to event planning, offering: Your Salesforce Event Planning Checklist To ensure your event management with Salesforce is effective, follow this simple checklist: Our Thoughts Building a robust event management process with Salesforce is not only a logical choice but a strategic one. It ensures smooth event execution, supports business growth, and boosts your brand’s equity. By leveraging the right tools, such as Salesforce, your event planning process becomes more efficient, data-driven, and ultimately more successful. For expert support in managing Salesforce-powered events, consider reaching out to a partner like Tectonic to guide you through the process. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Hyperforce Summer 24 Release Notes

Salesforce Hyperforce Summer 24 Release Notes

Hyperforce is the next-generation Salesforce infrastructure architecture built for the public cloud. Salesforce Hyperforce Summer 24 Release Notes. It provides Salesforce applications with compliance, security, privacy, agility and scalability and gives customers more choice over data residency. Salesforce Hyperforce Summer 24 Release Notes Hyperforce is Salesforce’s renewed infrastructure architecture, based on the consumption of public cloud services. It has been designed to offer customers a more powerful and easily scalable platform. In this new scenario, Salesforce does not manage physical resources. What is the difference between Hyperforce and Lightning? The Lightning Platform is the core infrastructure in Salesforce whereas, Hyperforce is a new infrastructure model provided by the CRM platform. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Customer 360 Data Model

Salesforce Customer 360 Data Model

Customer 360 Data Model The Salesforce Customer 360 Data Model simplifies data integration across cloud applications by providing standardized guidelines. This model allows for the creation of data lakes, generation of analytics, training of machine-learning models, and building a unified view of the customer. Organization into Subject Areas The model is organized into various subject areas, each representing a significant business activity such as customer information, product data, or engagement data. Each subject area is comprised of Data Model Objects (DMOs). A DMO is a view of your data imported into Data Cloud from data streams, insights, and other sources. DMOs use attributes (fields) to organize data in specific and meaningful ways. The term “DMO” can refer to either the Salesforce-created and managed schema for a DMO or an instance of a DMO in an organization based on that schema. Types of DMOs Multiple types of DMOs can be created and used within an organization: Data Mapping and Integration Data imported into Data Cloud must be mapped to a DMO before it can be used for segmentation, activation, analytics, or other operations. To start mapping data, add a connected data source to Data Cloud. After connecting a source, Data Cloud allows you to create mapping sets between objects and fields within it and the Customer 360 Data Model. For more detailed information about DMOs and other object types used in Data Cloud, refer to Data Objects in Data Cloud. Data Relationship Diagram The Customer 360 Data Model connects disparate data by linking DMOs through relationships. Here’s the full data relationship diagram for the Customer 360 Data Model. Subject Area Diagram For an overview of the data model, you can view the Overview Data Model on the Salesforce Architect page. To further explore this topic, review the associated Trailhead module: Customer 360 Data Model for Data Cloud. Data Model Subject Areas Learn more about the different subject areas within Data Cloud: Individual and Contact Points When using the Customer 360 Data Model, Data Cloud prepares a list of Salesforce-published objects, fields, metadata, and relationships to ensure consistency across applications and business processes. Individual and contact point objects are crucial for successful and complete data streams. For more detailed diagrams and information, visit the Salesforce Architect page and explore the related Trailhead module. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Einstein Features

Salesforce Einstein Features

Salesforce Einstein Discover the power of the #1 AI for CRM with Einstein. Built into the Salesforce Platform, Einstein uses powerful machine learning and large language models to personalize customer interactions and make employees more productive. With Einstein powering the Customer 360, teams can accelerate time to value, predict outcomes, and automatically generate content within the flow of work. Einstein is for everyone, empowering business users, Salesforce Admins and Developers to embed AI into every experience with low code. Salesforce Einstein Features. Einstein Copilot Sales Actions: Sell faster with an AI assistant in the flow of work.Call Exploration: Ask Einstein to synthesize important call information in seconds. Ask Einstein to identify important takeaways and customer sentiment, so you have the context you need to move deals forward.

 Sales Summaries: Summarize records to identify likelihood the deal will close, the competitors involved, key activities, and more. Forecast Guidance: Ask Einstein to inform your forecast and help you identify which deals need your attention. Close Plan: Generate a customized action plan personalized to your customer and sales process. Increase conversion rates with step-by-step guidance and milestones grounded in CRM data. Salesforce Einstein Features Sales Generative AI features: ° Knowledge Creation: ° Search Answers for Agents and Customers: Einstein Copilot Service Actions: Streamline service operations by drafting Knowledge articles and surfacing answers, grounded in knowledge, to the most commonly asked questions. Summarize support interactions to save agent time and formalize institutional knowledge. Surface generated answers to agents’ & customers’ questions that are grounded in your trusted Knowledge base directly into your search page. Search Answers for Agents is included in the Einstein for Service Add-on SKU and Search Answers for Customers is included in the Einstein 1 Service Edition.
Empower agents to deliver more personalized service and reach resolutions faster with an AI assistant built into the flow of work. You can leverage out-of-the-box actions like summarize conversations or answer questions with Knowledge or you can build custom actions to fit your unique business needs. Service Salesforce Einstein Features This Release Einstein CopilotSell faster with an AI assistant. No data requirements
Included in Einstein 1 Sales Edition.hEinstein Copilot: Sales ActionsSell faster with an AI assistant.No data requirements. 
 Call explorer and meeting follow-up requires Einstein Conversation Insights.
Included in Einstein 1 Sales Edition. Generative AIBoost productivity by automating time-consuming tasks.No data requirements. 
 Call summaries and call explorer requires Einstein Conversation Insights.
Included in Einstein 1 Sales Edition. Einstein will use a global model until enough data is available for a local model. For a local model: ≥1,000 lead records created and ≥120 of those converted in the last 6 monthsEinstein Automated Contacts Automatically add new
contacts & events to your CRM≥ 30 business accounts. If you use Person Accounts, >= 50 percent of accounts must be business accounts Einstein Recommended ConnectionsGet insights about your teams network to see who knows your customers and can help out ona deal ≥ 2 users to be connected to Einstein Activity Capture
and Inbox (5 preferred) Einstein Forecasting Easily predict sales forecasts inside
of Salesforce Collaborative Forecasting enabled; use a standard fiscal year; measure forecasts by opportunity revenue; forecast hierarchy must include at least one forecasting enabled user who reports to a forecast manager; opportunities must be in Salesforce ≥ 24 months;Einstein Email Insights Prioritize your inbox with actionable intelligence Einstein Activity Capture enabledEinstein Activity Metiics (Activity 360) Get insight into the activities you enter
manually and automatically from Einstein
Activity Capture Einstein Activity Capture enabled Sales Analytics Get insights into the most common sales KPIs No data requirements. User specific requirements like browser and device apply Einstein Conveisation Insights Gain actionable insights from your sales calls with conversational intelligenceCall or video recordings from Lightning Dialer, Service Cloud Voice, Zoom and other supported CTI audio and video partners.Buyer Assistant Replace web-to-lead forms with real-time conversations. No data requirements – Sales Cloud UE or Sales Engagement. Einstein Opportunity ScoringEinstein Activity CaptuiePrioritize the opportunities most likely to convertAutomatically capture data & add to your CRMEinstein will use a global model until enough data is available for a local model. For a local model: ≥ 200 closed won and ≥ 200 closed lost opportunities in the last 2 years, each with a lifespan of at least 2 days≥ 30 accounts, contacts, or leads; Requires Gmail, Microsoft Exchange 2019, 2016, or 2013 Einstein Relationship Insights Speed prospecting with AI that researches for you. No data requirements. Einstein Next Best Action Deliver optimal recommendations at the point of maximumimpactNo data requirements. User specific requirements like browser and device apply Sales AIGenerate emails, prioritize leads & opportunities most likely to convert, uncover pipeline trends, predict sales forecasts, automate data capture, and more with Einstein for Sales. Generative AIPrompt BuilderEinstein Lead ScoringEinstein Opportunity ScoringEinstein Activity CaptureEinstein Automated ContactsEinstein Recommended ConnectionsEinstein ForecastingEinstein Email InsightsEinstein Activity Metrics (Activity 360)Sales AnalyticsEinstein Conversation InsightsBuyer Assistant Sales AIGenerative AI: 
Feature Why is it so Great? What do I need? Automate common questions and business processes to solve customer requests fasterBoost productivity by auto-generating service replies, summarizing conversations during escalations andtransfers or closed interactions, drafting knowledge articles, and surfacing relevant answers grounded inknowledge for agents’ and customers’ commonly asked questions. Deliver optimal recommendations at the point of maximum impactEliminate the guesswork with AI-powered recommendations for everyoneDecrease time spent on manual data entry for incoming cases and improve case field accuracy and completionAutomate case triage and solve customer requests fasterDecrease time spent selecting field values needed to close a case with chat conversations and improved field accuracySurface the best articles in real time to solve any customer’s questionEliminate time spent typing responses to the most common customer questionsGet insights into contact center operations, understand customers, and deliver enhanced customerexperiencesChat or Messaging channels, minimum of 20 examples for most languagesNo data requirements. User specific requirements like browser and device apply Make sure that your dataset has the minimum records to build a successful recommendation. Recipient Records need a minimum of 100 records,Recommended Item Records need a minimum of 10 records, andPositive Interaction Examples need a minimum of 400 records

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Government CRM System

Government CRM System

Explore How Governments Can Modernize Services for Citizens with Government CRM System What is CRM in Government? CRM (Customer Relationship Management) systems in government streamline administrative tasks, allowing public servants to concentrate on enhancing citizens’ daily lives. Does the US Government Use Salesforce? Salesforce is valuable to the US federal government due to its highly customizable nature, catering to diverse agency needs and projects. Understanding AI in Government: Reshaping Public Sector Services Enhancing Workforce Skills for Better Constituent Experiences and Efficient Agency Operations The AI revolution presents opportunities for governments to enhance efficiency and service delivery. AI technologies can significantly improve data processing, cybersecurity, public planning, and other critical areas. Government agencies must raise awareness about the benefits of AI and upskill employees to bridge the AI skills gap. This transformation enables workers to better serve the public and foster trust between sectors. However, the rapid adoption of AI also raises concerns about a potential skills crisis, as highlighted by a survey revealing insufficient high-quality AI and machine learning resources. While AI promises to create new jobs, it may also displace certain roles. Organizations must prepare employees for this shift, ensuring they transition to higher-value work and acquire the necessary AI skills. Data Modernization: Paving the Way for an AI-Optimized Future Modernizing data infrastructure is essential for leveraging AI effectively. Employees can upskill in data science and AI, facilitating this transition from traditional workflows to AI-driven processes. Applications of AI in Government AI offers transformative potential across various government functions, such as traffic management, healthcare delivery, and administrative tasks like paperwork processing. Government agencies can enhance operations through AI-driven insights, improving efficiency, and service delivery for citizens. Challenges and Opportunities in AI Adoption Despite the promise of AI, many public agencies lack sufficient AI and data management capabilities among their workforce. Effective Education and Training for AI Implementation Organizations must prioritize AI education and responsible usage to better serve the public while upholding stringent security standards. Understanding Government Cloud Salesforce Salesforce Government Cloud and Government Cloud Plus provide dedicated instances of Salesforce’s Customer 360 suite, tailored to meet government requirements. Enhancing Government Efficiency with Modern CRM Solutions Explore How CRM Software Can Revolutionize Citizen Engagement and Government Operations CRM systems empower local governments to establish meaningful connections with citizens, improving service delivery and operational efficiency. Key Features of Local Government CRM Software Discover essential CRM features for local government agencies, including workflow automations, communication tools, data security, citizen contact management, real-time analytics, and business intelligence reporting. Evaluating CRM Data-Quality Solutions Evaluate CRM solutions based on security, flexibility, scalability, interoperability, ease of use, and customization capabilities to enhance government operations effectively. Strategies for Implementing CRM Workflows in Government Implement CRM systems strategically to improve service delivery and constituent engagement, focusing on data integration and minimizing the need for complex coding during deployment. By embracing modern CRM technologies and AI solutions, governments can enhance efficiency, transparency, and citizen satisfaction, ushering in a new era of effective public service delivery. Government CRM System. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Data Cloud and Snowflake Bidrectional Data Sharing

Data Cloud and Snowflake Bidrectional Data Sharing

Salesforce Data Cloud and Snowflake are excited to announce that bidirectional data sharing between Snowflake, the Data Cloud company, and Salesforce Data Cloud is now generally available. In September, we introduced the ability for organizations to leverage Salesforce data directly in Snowflake via zero-ETL data sharing, enabling unified customer and business data, accelerating decision-making, and streamlining business processes. Today, we’re thrilled to share that customers can now also share Snowflake data into the Salesforce Data Cloud, using the same zero-ETL innovation to reduce friction and quickly surface powerful insights across sales, service, marketing, and commerce applications. Data Cloud and Snowflake Bidrectional Data Sharing. Data Cloud and Snowflake Bidrectional Data Sharing Enterprises generate valuable customer data within Salesforce applications, while increasingly relying on Snowflake as their preferred data platform for storing, modeling, and analyzing their full data estate. This integration between Salesforce and Snowflake minimizes friction, data latency, scale limitations, and data engineering costs associated with using these two leading platforms. The Snowflake Marketplace also offers customers the opportunity to acquire new data sets to enhance or fill gaps in their existing business data, driving innovation. By combining enterprise data and third-party data from Snowflake Marketplace with valuable customer data from Salesforce applications, organizations can unify their data and build powerful AI solutions to surface rich insights, driving superior and differentiated customer experiences. “Zero-ETL data sharing between Salesforce Data Cloud and Snowflake is game-changing. It has opened up new frontiers of data collaboration. We’re excited to see how customers are powering their customer data analytics and developing innovative AI solutions with near real-time data from Salesforce and Snowflake, generating incredible business value. Now that this integration is generally available, this kind of innovation will be broadly accessible,” says Christian Kleinerman, SVP of Product, Snowflake. Power Personalized Experiences with Salesforce and Snowflake Data sharing between Salesforce Data Cloud and Snowflake brings together holistic insights, empowering multiple customer-facing departments within any organization to create a truly robust customer 360. As Snowflake’s Chief Marketing Officer, Denise Persson, often states, a true, enterprise-wide customer 360 is the beating heart of a modern, customer-facing organization. The applicability of this integration spans various industries and unlocks new growth opportunities. For example: The bidirectional integration enables data sharing across business systems, Salesforce clouds, and operational systems, facilitating data set analysis and future action planning. This brings actionable insights and drives actions, unleashing a new level of customer experience and business productivity. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Success Story

Case Study: Salesforce Nonprofit Success Pack Configuration Correction

A Community Foundation located in the Northwest United States supported by donors / members that provides philanthropic leadership in the Northwest through awarding of grants and sponsorships to nonprofit organizations, student scholarships, and the coordination of collaborative responses to the region’s complex needs had an improperly installed Salesforce Nonprofit Success Pack. Salesforce Nonprofit Success Pack Configuration Correction case study. Industry: Nonprofit Problem: Nonprofit client uses Salesforce NonProfit Success Pack to maintain member data and associated donation records, but the solution was originally configured incorrectly, resulting in: Implemented : Our solution? Tectonic performed analysis on the existing Salesforce NonProfit Success Pack solution and identified errors and made improvements.  The following activities were performed during the project: Results: Salesforce offers customized solutions for the nonprofit and NGO industries, assisting companies in this field to provide outstanding donor and member experiences, optimize workflows, and spur expansion to further extend the reach of their good works. These solutions make use of the Salesforce Nonprofit Success Pack to improve communication, organize data, and provide a customized experience. Salesforce offers digital transformation technology for NGO, religious instutions and Nonprofit industries. If you are considering a Salesforce nonprofit implementation, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Success Story

Case Study: Healthcare Health Cloud Marketing Cloud Large Childrens Hospital

Large children’s hospital needs a usable data model and enhanced security to deliver excellent patient outcomes. Healthcare Health Cloud Marketing Cloud Large Childrens Hospital. Industry: Healthcare Client is a large children’s hospital with pediatric healthcare offering acute care. Problem: Implemented : Our solution? Results: In order to improve operations, provide physician-facing services, and move data—including PHI and PII—to the cloud, we have assisted healthcare providers in overcoming these obstacles. Salesforce offers all-inclusive solutions specifically designed to meet the demands of payers (insurance companies) and providers (healthcare organizations). Better health outcomes, more operational effectiveness, and increased patient engagement are the goals of these solutions. Salesforce solutions for the health and life sciences are tailored to the particular requirements of the medical industry. Salesforce offers digital transformation technology for health and life sciences industries. If you are considering a Salesforce healthcare implementation, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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What is Einstein Used for in Salesforce?

What is Einstein Used for in Salesforce?

Salesforce Einstein is an AI-powered platform that can be used in various ways to enhance customer experiences and streamline business operations: SalesSalesforce Einstein can help sales teams better understand customers, improve conversion rates, and close deals more quickly. For instance, it can generate sales call summaries, draft emails using customer data, and provide real-time predictions. Customer ServiceEinstein helps customer service agents resolve cases faster and provide customers with relevant information during interactions. MarketingSalesforce Einstein enables marketers to create personalized experiences and send the right content to the right customer at the right time. ITSalesforce empowers IT teams to embed intelligence across the business and create smarter apps for customers and employees. CommerceSalesforce assists retailers by recommending the best products to each customer. Salesforce also includes features to protect data privacy and security, such as the Tectonic GPT Trust Layer, which provides AI bias detection, data security, and regulatory compliance. Salesforce Einstein is the first all-inclusive AI for CRM. It’s an integrated set of AI technologies that makes the Customer Success Platform smarter and brings AI to Salesforce users everywhere. Salesforce is the only comprehensive AI for CRM. It is: Tectonic and Salesforce allow businesses to become AI-first, providing the ability to anticipate customer needs, improve service efficiency, and enable smarter, data-driven decision-making. Sales teams can anticipate next opportunities and exceed customer needs,Service teams can proactively resolve issues before they occur,Marketing teams can create predictive journeys and personalize experiences like never before,IT teams can embed intelligence everywhere and create smarter apps. AI that works for your business.Drive business productivity and personalization with predictive AI, generative AI, and agents across the Customer 360 platform. Create and deploy assistive AI experiences natively in Salesforce, allowing your customers and employees to converse directly with Agentforce to solve issues faster and work smarter. Empower service reps, agents, marketers, and others with AI tools safely grounded in your customer data to make every customer experience more impactful. What is Salesforce Einstein?As of 2024, this groundbreaking AI-based product remains a leader in the CRM industry since its release in 2016. It combines a range of AI technologies, including advanced machine learning, natural language processing (NLP), predictive analytics, and image recognition, enabling businesses to improve productivity and sustain growth. Salesforce AI BenefitsThe most significant benefits of AI are the time and efficiency gains it offers to business processes. By automating tasks, employees can focus on more strategic work. Additionally, automating repetitive tasks reduces errors and enhances operational efficiency. Saleesforce provides robust reporting features that generate valuable insights to support decision-making, helping businesses understand customer needs and identify opportunities. From a customer perspective, Salesforce ensures more meaningful and personalized experiences through advanced NLP capabilities and machine learning to better understand customer behavior. Salesforce AI FeaturesSalesforce is a feature-rich platform that leverages AI’s capabilities in Natural Language Processing, Machine Learning, and image processing. Some of the key features include: Salesforce PricingCosts depend on the required features and the size of the business. Pricing starts at $50 per user per month, with potential increases based on the specific capabilities needed. Salesforce Tectonic ChallengesAlthough Salesforce Tectonic offers numerous benefits, companies may face challenges during integration, such as aligning it with existing systems and ensuring proper training for employees to maximize its use. How to Prepare for Salesforce Tectonic IntegrationUsing an implementation partner like Tectonic can help ensure seamless integration. A partner will assess your current Salesforce setup, recommend the right features, and guide you through the integration process. ConclusionSalesforce is a cutting-edge platform that empowers businesses to transform operations with comprehensive AI capabilities. It provides tailored solutions for sales, service, marketing, and commerce teams, enabling better customer interactions, data-driven decision-making, and increased productivity. With the right implementation partner like Tectonic, businesses can seamlessly integrate and leverage Tectonic to stay ahead in a competitive landscape. Content updated November 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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