Customer Engagement - gettectonic.com - Page 5
Harnessing Sales Data
12Apr

Harnessing Sales Data

Harnessing Sales Data for Better Insights and Rapid Deal Closure Sales data is a critical asset for gaining insights and closing deals swiftly. With the ever-expanding data footprint, including customer response rates, leads in the pipeline, and quota attainment, tracking these metrics is essential. Ignoring them can be detrimental, as nearly all sales professionals recognize the importance of real-time data in meeting customer expectations, according to the Trends in Data and Analytics for Sales Report. However, concerns about data setup for generative AI and data accuracy persist. Sixty-three percent of sales professionals report that their company’s data isn’t optimized for AI, and only 42% are confident in their data’s accuracy. The demand for sales data has become a focal point for sales leaders and representatives, who increasingly rely on data to enhance customer engagement and productivity through trusted sources and AI integration. What is Sales Data? Sales data encompasses two main categories: external data, which includes information about prospects such as demographics, interests, behavior, and engagement; and internal sales data, including deal attributes and sales performance metrics. This data helps inform deal actions, assess progress toward sales targets or key performance indicators (KPIs), and supports tools like AI to enhance efficiency. Why is Sales Data Important? Sales data provides a measurable framework for all sales activities, enabling the setting of performance benchmarks and targets. It helps identify risks in the pipeline and highlights opportunities for upselling or fostering competition among sales reps. The data is also crucial for leveraging generative AI, which can automate tasks such as email drafting and sales pitch creation, provided the data is accurate and well-organized. Types of Sales Data Collecting and Utilizing Sales Data To effectively collect and utilize sales data, invest in a CRM system that serves as a centralized data repository with analytics capabilities. Automate data collection within the CRM, integrate data from other tools, and prioritize the security of sensitive information. Visualizing data through dashboards can help track progress toward business goals and make informed decisions. Real-Life Application: A Case Study A global consulting firm used sales data to enhance win rates and accelerate deal velocity. By integrating CRM analytics with data from various sources, the firm identified key deal attributes impacting success and adjusted strategies accordingly. The use of AI-driven “opportunity scores” further enabled the firm to monitor deal health and optimize resource allocation. Essential Tools for Harnessing Sales Data Turning Sales Data into Actionable Insights Regularly reviewing CRM-generated insights and adjusting strategies based on these insights is crucial for closing more deals and delivering consistent value to customers. By focusing on data-driven decision-making, sales teams can stay competitive and meet evolving customer needs. 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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April 12, 2024in Generative AI
Top AI Tools Shaping Business Success
19Mar

Top AI Tools Shaping Business Success

Top AI Tools Shaping Business Success in 2024 In the dynamic world of business, staying ahead means embracing the latest technologies. Artificial Intelligence (AI) is no longer just a buzzword—it’s a transformative force that helps businesses operate more efficiently, make smarter decisions, and enhance customer experiences. As we move through 2024, the AI tool ecosystem is rapidly expanding, offering innovative solutions to automate tasks, gain deep insights, and improve customer engagement. Below, we explore the top AI tools that are shaping the future of business. StoryChief is a comprehensive content marketing platform that simplifies the creation and distribution of content through AI. From ideation to optimization, it leverages machine learning to help businesses generate high-quality, engaging content at scale. Key Features: Pricing: Plans start with a free tier, with paid options ranging from $40 to $500 per month. Developed by OpenAI, ChatGPT is a versatile language model capable of generating human-like text. It excels in content creation, customer support, and data analysis. Key Use Cases: Pricing: API access with usage-based pricing. Perplexity AI is an advanced search engine that provides accurate, summarized answers to complex queries using natural language processing (NLP). Key Features: Pricing: Free version available, with Pro version at $20/month offering enhanced features. Zapier connects over 5,000 apps, enabling automation of repetitive tasks across your tech stack with AI-powered tools that simplify complex automations. Key Features: Pricing: Free plan available for up to 100 tasks per month; paid plans start at $19.99/month. Grammarly is an AI-driven writing assistant that enhances the quality of written communication, ensuring clarity, conciseness, and error-free content. Key Features: Pricing: Free version available; Premium plans start at $12/month for individuals and $25/user/month for businesses. Typeframes simplifies video creation with AI, turning scripts or images into professional-quality videos with animations, transitions, and voiceovers. Key Features: Pricing: Plans start at $29/month, with higher-tier options available. Chatbase enables businesses to build intelligent chatbots and virtual assistants that handle a wide range of customer service inquiries. Key Features: Pricing: Free plan available with limited message credits; paid plans start at $19/month. Secta is an AI-powered headshot generator that creates professional-quality headshots from user-submitted photos, ideal for businesses needing polished profile pictures. Key Features: Pricing: Pay-as-you-go at $49 per headshot session. Voicenotes is an AI-driven transcription tool that converts voice memos into concise summaries and action items, perfect for capturing important information efficiently. Key Features: Pricing: Free plan available; paid plans start at $10/month, with lifetime payment options. Notion AI enhances the popular Notion productivity platform with AI-powered writing assistance, content summarization, and database management. Key Features: Pricing: Available as an add-on at $10 per user per month, with discounts for annual plans. Choosing the Right AI Tools for Your Business Selecting the right AI tools involves considering several factors: By evaluating these aspects, you can effectively leverage AI to enhance efficiency, drive growth, and maintain a competitive edge in 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 19, 2024in Salesforce
What is Einstein Used for in Salesforce?
14Mar

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 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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March 14, 2024in AI Tools, Data, Generative AI, Salesforce, Salesforce Einstein
Leverage AI and Machine Learning in Your Data Warehouse
08Mar

Exploring Machine Learning with Salesforce

Machine Learning (ML) falls into three main categories: Supervised Learning, Unsupervised Learning, and Reinforcement Learning. Let’s dive into some issues and considerations that might leave you wondering if it’s even worth starting! Not embracing what Professor Stuart Russell called “the biggest event in human history” may be short-sighted. Don’t worry, Salesforce can help. Salesforce and Machine Learning Salesforce has a 20-year history of making complex technologies business-friendly. This extends to Machine Learning, integrating ML capabilities throughout the Salesforce Customer 360 suite, which includes solutions for Marketing, Commerce, Sales, Service, and Analytics, among others. Machine Learning in Action with Salesforce Marketing Imagine you’re in a marketing role. You want to predict the likelihood that a customer will engage with your campaigns to maximize effectiveness. Supervised Learning can help here by predicting subscriber engagement (opens, click-throughs, conversions) using historical data (90 days of engagement metrics). For example, using predictive Engagement Scoring, a Salesforce customer in the travel industry achieved a 66% drop in unsubscribe rates and a 13% revenue increase. You also want to ensure prospective customers can quickly find relevant products. Unsupervised Learning can personalize product assortments throughout the shopper journey by analyzing buying patterns, site browsing tendencies, and relationships between search terms and products. Using AI-powered Predictive Sort, businesses have seen a 9.1% increase in revenue per visitor and a 3.8% increase in conversion rates. Sales For sales teams handling many opportunities, predicting the quality of each Opportunity can help prioritize efforts. Supervised Learning, using historical data of at least 200 Closed/Won and 200 Closed/Lost Opportunities, can provide a prioritized list of Opportunities to maximize revenue potential. A large Salesforce customer in the consumer goods sector increased win rates by 48% by focusing on the best Opportunities. Service Post-sale customer support is crucial. Service agents need to address challenging cases efficiently. Supervised Learning can recommend articles to resolve current cases based on historical data from at least 1000 cases with knowledge base articles. A large electronics company using Salesforce AI-powered solutions saved 5 hours per agent per week, enhancing productivity. Simplifying Complex Technology Salesforce’s rich history of making complex technology accessible allows businesses to realize ML benefits without needing specialized knowledge. Traditional ML involves multiple steps like data collection, transformation, sampling, feature selection, model selection, score calibration, and integrating results. Salesforce simplifies this with a customizable data model, automated feature engineering, and automatic model building and selection. For example, in model selection, Salesforce runs a “model tournament” to choose the best model with varying hyper-parameters, ensuring the most accurate model is selected without requiring user intervention. Conclusion Salesforce abstracts the complexity of ML behind user-friendly interfaces, making it easier for businesses to leverage powerful technology. Whether it’s predicting customer engagement, personalizing shopping experiences, prioritizing sales opportunities, or enhancing customer support, Salesforce’s ML capabilities can drive significant business value. Discover more about how Salesforce can transform your approach to Machine Learning and help you achieve your business goals. 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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March 8, 2024in Data, Technology
Salesforce Pro Suite
20Feb

Salesforce Pro Suite

Revolutionizing CRM: Introducing Salesforce Pro Suite In today’s dynamic business technology landscape, Salesforce has established itself as a leader in customer relationship management (CRM) solutions. The launch of Salesforce Pro Suite marks a significant milestone in their mission to empower businesses with cutting-edge tools designed to optimize operations, enhance customer engagement, and drive growth. This article explores the features, benefits, and potential of Salesforce Pro Suite, showcasing why it stands out as a transformative solution for businesses of all sizes. What is Salesforce Pro Suite? Salesforce Pro Suite is a comprehensive collection of integrated tools and services designed to augment the capabilities of Salesforce’s CRM platform. Tailored for modern businesses—from startups to large enterprises—it incorporates advanced functionalities such as artificial intelligence (AI), automation, and data analytics to boost productivity, foster collaboration, and facilitate informed decision-making. Unlock growth and deepen customer relationships with Pro Suite—the all-in-one CRM suite with marketing, sales, service, and commerce tools that scale with your business. Get the flexibility to automate tasks and customize your CRM to fit your specific needs with Pro Suite. Key Features of Salesforce Pro Suite Benefits of Salesforce Pro Suite Use Cases of Salesforce Pro Suite What Can You Do with Pro Suite? Conclusion Salesforce Pro Suite represents a significant advancement in CRM technology, offering a comprehensive suite of tools that cater to the diverse needs of modern businesses. By harnessing AI, automation, and advanced analytics, Pro Suite empowers organizations to optimize operations, enhance customer engagement, and make informed, data-driven decisions. Whether you’re a small startup or a large enterprise, Salesforce Pro Suite provides the scalability, flexibility, and security required to thrive in today’s competitive landscape. 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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February 20, 2024in Artificial Intelligence, Data, Enterprise, Salesforce, Technology
Salesforce Developer Toolkit
16Jan

Salesforce Developer Toolkit

Have you ever been overwhelmed by a complex project with numerous tasks and deadlines? I felt the same until I discovered Salesforce tools. One afternoon, a colleague introduced me to these tools, and everything changed. Suddenly, I could manage my work more effectively, collaborate better with my team, and consistently deliver outstanding results. Salesforce tools completely transformed the way I work. They showed me that with the right technology, teams don’t just meet expectations—they exceed them, driving better business performance. Let’s explore how Salesforce tools can lead to better development outcomes and help you stay ahead of the competition. Key Takeaways Understanding Salesforce Development Tools Diving into Salesforce development tools reveals how essential they are for boosting productivity and streamlining processes. Each tool plays a unique role in making Salesforce adaptable for developers. For instance, using the Salesforce Developer Edition allows me to test apps without real data, helping me create better solutions. Scratch Orgs provide a space to develop apps for specific needs, offering flexibility in my work. The Salesforce CLI simplifies managing and integrating different tools, enhancing my overall development workflow. By learning and mastering these tools, I’ve significantly improved my technical skills, gaining confidence to tackle various projects knowing I have the right tool for each task. Key Benefits of Using Salesforce Tools Salesforce tools have revolutionized how we work and engage with clients. One of the standout benefits is the clear visibility into customer data. This makes our interactions more personalized and effective, as everyone on the team has access to the necessary customer information. Team collaboration also becomes more seamless. Sharing vital information removes delays, streamlining the development process and ensuring we all work towards the same goals. Automation is another game-changer. It reduces manual tasks, allowing us to focus on high-value activities. Companies that embrace these tools often see improved sales and overall business performance. Salesforce Tools for Better Development The right tools can transform your development process. Salesforce tools enhance every aspect, from understanding customer needs to improving team collaboration. By making both teams and customers more visible, these tools lead to better strategies and outcomes. Improved Customer Visibility Customer insight is crucial to business success. Salesforce tools provide immediate access to customer data, enabling us to tailor services to meet their needs. I can now predict trends and respond quickly, enhancing the customer experience. This visibility also allows businesses to adjust plans rapidly, leading to faster improvements. Enhanced Collaboration Across Teams Collaboration is key to success. Salesforce tools enable seamless communication and information sharing across teams, reducing errors and making development smoother. As teams work more efficiently together, productivity rises, and customer satisfaction improves. These tools have fundamentally changed how my team operates, driving us toward our goals. Getting Started with Salesforce Tools When I began exploring Salesforce tools, I realized how crucial it was to understand the setup process. It’s not just about choosing the right tool—it’s about selecting one that aligns with your business needs. I spent considerable time researching and selecting the best tools for my organization, which resulted in smoother operations. Setting up accounts in an organized manner also prevented potential issues down the line. Training was equally important. I provided my team with comprehensive resources and hands-on experience with Salesforce tools. This approach ensured everyone was prepared to use the tools effectively and enhance our productivity. Salesforce Developer Toolkit For a Salesforce developer, the Salesforce Developer Toolkit is essential to improving workflow and productivity. Using the right tools significantly enhances both efficiency and output quality. Essential Tools for Every Salesforce Developer The toolkit includes indispensable tools like the Developer Console and Salesforce Extensions for Visual Studio Code. These make coding easier and allow for better testing and debugging. The Ant Migration Tool is invaluable for transferring project components, tracking changes, and deploying updates seamlessly. Streamlining Development Processes with Salesforce By utilizing the Salesforce Developer Toolkit, I’ve accelerated development processes. Integrated environments and robust command-line interfaces make app deployment faster. These tools enhance my coding efficiency, allowing me to deliver exceptional Salesforce apps to clients with speed and precision. Top Salesforce Tools to Consider When starting with Salesforce, it’s essential to identify the tools that best meet your needs. Salesforce Lightning, Salesforce CLI, and Workbench stand out for their powerful features and benefits. Salesforce Lightning Salesforce Lightning simplifies app development with its intuitive interface. Its drag-and-drop functionality enables quick assembly of components, allowing me to focus on adding value rather than technical complexities. Salesforce CLI For developers who prefer command-line interfaces, Salesforce CLI is an excellent choice. It automates tasks, improves workflow efficiency, and reduces errors, ultimately enhancing productivity. Workbench and the Ant Migration Tool Workbench is a versatile tool for managing data and running SOQL queries, making it a favorite among developers. The Ant Migration Tool ensures smooth metadata transfers between Salesforce environments, ensuring seamless development. Optimizing Salesforce Development Processes Optimizing development in Salesforce involves improving efficiency and productivity. Automated testing, for instance, simplifies repetitive tasks, allowing developers to focus on more complex challenges. Using scratch orgs for feature branches is another winning strategy. It enables developers to work on new features without affecting the main codebase—a must in fast-paced environments. Agile methodologies also transform development processes. Iterative practices ensure that workflows stay up-to-date with evolving requirements, and continuous feedback drives consistent improvement. Integrating Third-Party Tools with Salesforce When enhancing my Salesforce setup, I often consider third-party integrations. Salesforce AppExchange offers a variety of apps that can be tailored to fit specific business needs. This flexibility is invaluable. Salesforce API integration makes it easy to connect Salesforce with other apps, allowing for better data management and automation. By leveraging these integrations, I’ve enhanced workflows and improved efficiency across the board. Best Practices for Enhancing Salesforce Development Maximizing Salesforce development success depends on following best practices, such as leveraging automation and community resources. Automating Routine Tasks with Salesforce Tools Automation is central to my daily routine. Tools like Process Builder and Workflow automate repetitive tasks, saving time

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January 16, 2024in Data, Salesforce, Technology
Improve Customer Experience
07Jan

Improve Customer Experience

The Importance of Customer Experience: Turning Every Interaction into a Lasting Impact Customer experience (CX) refers to every interaction a customer has with your brand—from the first touchpoint through to post-purchase support. While the term is often used broadly, its meaning is more nuanced, encompassing the entire customer journey. From the initial ad they see to the quality of their engagement with your customer support, CX reflects the customer’s perception of your brand, compared to the promises you’ve made. Improve Customer Experience. What Is Customer Experience (CX)? At its core, CX measures how customers perceive their interactions with your organization. It goes beyond customer service and spans every touchpoint, whether it’s the ease of navigating your website, the tone of your marketing emails, or the post-purchase support experience. A strong customer experience is critical for fostering brand loyalty and meeting customer expectations at every step of their journey. Why Customer Experience Matters In today’s competitive marketplace, customer expectations are at an all-time high. According to research, 80% of customers say that the experience a company provides is just as important as its products or services. Whether you’re in B2C or B2B, an exceptional customer experience translates into loyalty, brand advocacy, and revenue growth. Some key benefits of prioritizing CX include: Key Elements of a Great Customer Experience Our research highlights several factors that customers deem essential for a great experience: However, many companies fall short of these expectations. For example, 56% of customers report needing to repeat themselves to different representatives, and 55% say it feels like they’re interacting with separate departments rather than a single, unified brand. The good news? A subpar experience can be quickly remedied with exceptional customer service—75% of customers will forgive mistakes after receiving excellent support. How to Measure Customer Experience Measuring CX is essential for understanding what works and where improvements are needed. Popular methods include: Building a Successful CX Management Strategy An effective CX management strategy aligns your entire business around the customer’s needs. It should include continuous feedback loops, data-driven decision-making, and a focus on creating a customer-centric culture. Improve Customer Experience. Key Pillars of a CX Strategy: How to Improve Customer Experience Delivering a standout customer experience requires a combination of people, processes, and technology. Here are five best practices for enhancing your CX: The Role of Experience Management Customer experience management (CXM) goes hand-in-hand with a broader experience management strategy. This includes not only customer interactions but also employee experiences, product quality, and brand perception. By implementing an experience management framework, companies can align technology, culture, and six core competencies to optimize all aspects of customer engagement. The Bottom Line: Customer Experience Drives Success With Salesforce Customer experience is no longer just a buzzword—it’s a critical factor for business success. By understanding and improving the customer journey, you can foster loyalty, reduce churn, and create a long-term competitive advantage. Start by building a strong CX framework, empowering your teams, and making data-driven decisions to lead the way in customer satisfaction. Content updated August 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 7, 2024in Data, Google, Marketing Automation, Salesforce Copilots, Technology
Marketing Cloud Growth and Advanced Editions
22Dec

Marketing Cloud Growth and Advanced Editions

While Growth Edition is tailored to small businesses looking to get started with robust marketing automation, Advanced Edition caters to companies that need more sophisticated tools to scale personalization efforts, improve customer engagement, and streamline workflows. It offers additional features, including real-time journey testing, predictive AI for customer scoring, and advanced SMS capabilities, allowing businesses to enhance every touchpoint with their customers.

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December 22, 2023in Data, Enterprise, Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud, Technology
Government-Citizen Communication
05Nov

Government-Citizen Communication

Engaging Citizens and Influencing Behavior: A Public Sector Strategy Engaging citizens and influencing their behavior to achieve mission-critical outcomes follows a model similar to the traditional marketing funnel used in the private sector. By adapting this approach, government communicators can drive tangible results that contribute to the overall well-being of society. Government-Citizen Communication. Public Sector Communication Objectives: In today’s digital age, citizens expect timely, personalized communication. To meet this demand, government agencies must deliver the right message through the right channels at the right time. A failure to do so risks reduced engagement, which can negatively affect the success of public programs. Expanding Audience Reach To maximize citizen engagement, it’s crucial to focus on reaching a broader audience rather than narrowing it. A key question for communicators and their teams to ask is: “How broad is our audience?” This is an essential aspect of the funnel that ensures wider reach and greater impact. Communication Methods Public sector communication often utilizes a mix of channels, including radio, newspapers, television, and social media, to connect with the public. Collaboration is vital in this sector, requiring effective communication tools to coordinate across teams, departments, and agencies. As technology evolves, new tools are enhancing how public servants communicate and collaborate. Technology-Driven Collaboration Tools Several communication and collaboration tools are reshaping how the public sector operates: Best Practices for Government-Citizen Communication To foster effective engagement, government agencies should implement the following best practices: Secure, Customizable Citizen Communication Solutions Governments can benefit from a secure, open-source communication tool tailored to public sector needs. Such solutions ensure compliance with data protection laws and foster trust between citizens and government institutions, enhancing public service delivery and digital engagement. Tectonic’s Conclusion For optimal citizen engagement, government communicators must focus on expanding their audience reach and utilizing advanced communication tools. In doing so, they can enhance collaboration, drive citizen involvement, and ensure the success of critical public programs. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 5, 2023in Data, Google, Laws, Public Sector Solutions, Technology
The State of Loyalty
10Oct

The State of Loyalty

You’ve likely seen the headlines proclaiming “Loyalty is dead,” reflecting declining customer and brand loyalty, exacerbated by post-pandemic shifts and uninspiring loyalty programs. As of 2022, active participation in loyalty programs has dropped, indicating a disconnect between consumer expectations and program offerings. The State of Loyalty. The issue lies with outdated and repetitive loyalty programs that fail to evolve with consumer needs. Many programs offer little beyond basic incentives like points or discounts, which no longer suffice in a saturated market where every brand seems to offer a similar scheme. Modern consumers demand mutual loyalty: personalized interactions, anticipation of needs, and alignment with personal values. To meet these expectations, companies are redefining loyalty success. A significant 82% plan to increase investment in loyalty programs, focusing on deeper connections that foster lasting customer loyalty. Redefining Loyalty: Permanence: Brands strive to maintain a permanent position in consumers’ minds, becoming their default choice in a competitive landscape. Forgiveness: Strong existing trust allows brands to recover from mistakes without losing loyal customers. Championship: Beyond advocacy, customers champion brands by recommending them to their closest networks, cementing their personal reputation with the brand’s reliability. Loyalty Model Options: Four baseline models—Transactional, Experiential, Experience-led, and Perpetual—guide loyalty strategies, each offering unique outcomes based on customer engagement and program design. Transactional Loyalty: Rewards based on purchases, enhancing customer lifetime value, purchase frequency, and brand preference. Experiential Loyalty: Emotional connections through personalized experiences, enhancing spending and earned media ROI. Experience-led Loyalty: Anticipating customer needs through enhanced interactions across the customer journey, fostering efficiency and scalability. Perpetual Loyalty: Seamless integration into daily life, aligning brand purpose with customer values, and overcoming operational challenges through targeted design and personalization. Operational Considerations: Successful loyalty strategies require alignment across vision, investment, and operational capabilities, spanning experience, data, technology, organization, process, and monetization. Key Recommendations: Conclusion: Building a successful loyalty strategy requires a comprehensive understanding of customer dynamics and a commitment to adaptability. Beyond mere programs or platforms, true loyalty inspires enduring customer actions—commitment, advocacy, and forgiveness—that reflect a brand’s ability to co-create value with its customers. Explore diverse loyalty models to meet these evolving consumer demands and secure lasting brand loyalty in today’s dynamic market. Content updated March 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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October 10, 2023in Salesforce Optimization, Salesforce Sales Cloud
Salesforce High Velocity Sales
02Sep

Salesforce High Velocity Sales

Exploring High Velocity Sales (HVS) in Today’s Business Landscape In the fast-paced world of business, sales departments are constantly seeking strategies to enhance efficiency and boost revenue. One approach gaining significant traction is High Velocity Sales (HVS). This guide offers a comprehensive overview of HVS, its impact on sales processes, and how Salesforce has revolutionized this high-speed approach. Understanding High Velocity Sales High Velocity Sales (HVS) is a Salesforce Sales Cloud extension that enables inside sales teams to prioritize hot leads, boost conversion rates, and build and sustain new business opportunities. Recently renamed to Sales Engagement, this extension includes automation features such as customer engagement tracking, chatbots, cadences, and automated actions. HVS emphasizes speed and efficiency in the sales funnel, leveraging automation and data-driven insights to streamline processes, accelerate lead conversion, and drive revenue growth. As competition intensifies and customer expectations evolve, adopting HVS has become essential for businesses aiming to stay competitive. Key Updates and Features Salesforce’s Role in High Velocity Sales Salesforce, a leading CRM platform, has transformed sales workflows with its HVS capabilities. By integrating HVS into the Salesforce platform, businesses gain access to advanced automation tools, intelligent lead scoring, and personalized engagement at scale. This integration empowers sales teams to identify and prioritize high-quality leads, automate tasks, and optimize sales efforts, driving revenue growth and enhancing sales performance. Benefits of High Velocity Sales Implementing HVS offers numerous benefits to organizations: Challenges and Considerations While HVS provides significant advantages, it may not suit every sales process, especially those with complex, long-term cycles. Adopting HVS can involve a learning curve, and there’s a risk of sacrificing quality interactions with prospects for the sake of speed. Balancing velocity with relationship-building is crucial for long-term success. Alternative Solutions and Integration Exploring alternative sales engagement tools beyond Salesforce HVS can offer unique features tailored to specific business needs. Ensuring seamless integration with existing systems and processes is essential to maximize efficiency and workflow. Choosing Your Sales Engagement Tool When selecting a sales engagement tool, consider factors such as: Evaluating the potential return on investment is critical to making an informed decision. Embracing Innovation in Sales In today’s competitive business environment, embracing innovative sales strategies like High Velocity Sales is crucial. Leveraging automation, data-driven insights, and streamlined workflows, businesses can enhance productivity, increase efficiency, and achieve remarkable sales results. Ready to Revolutionize Your Sales Process? Explore High Velocity Sales and unlock your sales team‘s full potential with Salesforce and other cutting-edge technologies. Reach out to learn how Salesforce HVS can transform your sales process and schedule a consultation with experts at Tectonic to explore comprehensive solutions tailored to your business needs. Content updated March 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 2, 2023in Salesforce, Salesforce Optimization, Salesforce Sales Cloud
Benefits of Salesforce Experience Cloud
11Aug

Benefits of Salesforce Experience Cloud

Salesforce Experience Cloud: Transforming Digital Customer Engagement To understand the Benefits of Salesforce Experience Cloud we must understand what a customer or partner portal is intended to do. Salesforce Experience Cloud, previously known as Community Cloud, is a powerful digital experience platform (DXP) designed to help organizations create and deliver exceptional, customer-centric experiences across multiple channels. This platform goes beyond community management, offering tools for building and managing websites, portals, mobile apps, and integrating social media. Benefits of Salesforce Experience Cloud explored. Built on Salesforce Customer 360, Experience Cloud gives businesses a comprehensive view of their customers by connecting data from various sources. With these insights, businesses can create personalized experiences tailored to each customer’s preferences and needs. Organizations can use Experience Cloud to design portals, websites, and communities, providing seamless access to relevant information, collaboration tools, and resources. The platform’s flexibility allows businesses to enhance customer satisfaction, improve partner collaboration, and boost employee productivity. Key Benefits of Salesforce Experience Cloud Salesforce Experience Cloud offers numerous benefits that help businesses deliver seamless experiences across the customer journey. Here are some of its key advantages: 1. Seamless Integration Experience Cloud integrates effortlessly with other Salesforce products like Sales Cloud and Service Cloud, providing a unified platform for comprehensive customer management. 2. Scalability and Customization The platform is highly scalable, allowing businesses to expand their communities as they grow. With extensive customization options, businesses can tailor the platform to meet their specific needs and branding requirements. 3. Security and Trust Salesforce is known for its robust security features, ensuring customer data is protected at all times. Businesses can confidently manage sensitive customer information within Experience Cloud. 4. Extensive AppExchange Ecosystem Salesforce’s AppExchange marketplace provides access to a wide range of pre-built integrations and apps that enhance the functionality of Experience Cloud, allowing businesses to customize and extend their platform capabilities. Real-World Uses of Salesforce Experience Cloud Salesforce Experience Cloud is used by businesses across various industries to improve customer engagement, enhance collaboration, and boost productivity. Some key use cases include: 1. Partner Portals Experience Cloud enables businesses to create dedicated partner portals where partners can collaborate with internal teams, access resources, and share leads. This accelerates partner engagement and streamlines business processes. 2. Self-Service Portals Businesses can offer 24/7 self-service portals, allowing customers to access product information, troubleshoot common issues, and track their interactions. These portals help reduce the workload on support teams and enhance customer satisfaction. 3. Customer Communities Experience Cloud allows businesses to create customer communities where users can find personalized content, engage with other users, and access self-service resources. This promotes collaboration and reduces the strain on customer support teams. 4. Employee Communities Internal employee communities serve as hubs for company-wide communication, training, and collaboration. Employees can access resources, share knowledge, and seek support, ultimately boosting engagement and productivity. 5. Branded Mobile Apps Businesses can use Experience Cloud to develop branded mobile apps that give customers, partners, and employees convenient access to services, resources, and information on the go. 6. Social Media Integration Experience Cloud integrates with popular social media platforms, allowing businesses to engage with customers directly, share content, and respond to inquiries. Top Features of Salesforce Experience Cloud Salesforce Experience Cloud is packed with features that enhance customer engagement, streamline operations, and improve overall efficiency: Companies Using Salesforce Experience Cloud Nike and PUMA leverage Experience Cloud for personalization. Nike’s loyalty program and Puma’s mobile shopping experience are enhanced by the platform’s built-in mobile UX design and technical architecture, resulting in better customer engagement and increased sales. Bank of America and Wells Fargo use Experience Cloud to offer customer support through self-service portals and community forums, improving customer satisfaction and gathering valuable feedback. IBM uses the platform to create collaborative communities for employees and customers alike. With integrated tools like Salesforce Einstein and IBM Watson, the company has enhanced internal collaboration and customer service. Hulu uses Salesforce to power its Help Center, where customers can find answers, engage with other viewers, and leave feedback that shapes Hulu’s content. OpenTable relies on Experience Cloud for its Diner Help portal, a one-stop shop for dining-related queries, enhancing the user experience and operational efficiency. Choosing the Right Salesforce Experience Cloud Partner for Implementation When implementing Salesforce Experience Cloud, choosing the right partner is crucial to ensure success. Look for a partner with: With the right partner, like Tectonic, businesses can fully grasp the power of Salesforce Experience Cloud to deliver exceptional digital experiences that foster customer loyalty, drive business growth, and improve operational efficiency. Content updated October 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 11, 2023in Data, Salesforce, Salesforce Development Services, Salesforce Einstein, Salesforce Experience Cloud
The Evolution of Salesforce Data Cloud
21Jul

The Evolution of Salesforce Data Cloud

The Evolution of Salesforce Data Cloud Salesforce’s journey to Data Cloud started with its acquisition of Krux in 2016, which was later rebranded as Salesforce DMP. This transformation gained momentum in 2019 when Salesforce introduced its customer data platform (CDP), incorporating Salesforce DMP. Subsequent acquisitions of Datorama, MuleSoft, Tableau, and Evergage (now Interaction Studio) enriched Salesforce CDP’s functionality, creating today’s robust Data Cloud. Understanding Customer Data Platforms (CDPs) A customer data platform (CDP) aggregates customer data from multiple channels to create a unified customer profile, enabling deeper insights and real-time personalization. A CDP serves as a centralized customer data repository, merging isolated databases from marketing, service, and ecommerce to enable easy access to customer insights. Salesforce’s “State of Marketing” report highlights the impact of CDPs, noting that 78% of high-performing businesses use CDPs, compared to 58% of underperformers. This analysis explores the evolution of CDPs and their role in transforming customer relationship management (CRM) and the broader tech ecosystem, turning customer data into real-time interactions. Key Functions of a Customer Data Platform (CDP) CDPs perform four main functions: data collection, data harmonization, data activation, and data insights. Origins of Customer Data Platforms (CDPs) CDPs evolved as the latest advancement in customer data management, driven by the need for a unified marketing data repository. Unlike earlier tools that were often limited to specific channels, CDPs enable real-time data synchronization and cross-platform engagement. Advances in AI, automation, and machine learning have made this level of segmentation and personalization attainable. The Future of Customer Data Platforms (CDPs) The next generation of CDPs, like Salesforce’s Data Cloud, supports real-time engagement across all organizational functions—sales, service, marketing, and commerce. Data Cloud continuously harmonizes and updates customer data, integrating seamlessly with Salesforce products to process over 100 billion records daily. With Data Cloud, organizations gain: Benefits of a Customer Data Platform (CDP) CDPs provide comprehensive insights into customer interactions, supporting personalization and cross-selling. Beyond segmentation, they serve as user-friendly platforms for audience analysis and data segmentation, simplifying day-to-day data management. Data Cloud allows organizations to transform customer data into personalized, seamless experiences across every customer touchpoint. Leading brands like Ford and L’Oréal utilize Data Cloud to deliver connected, real-time interactions that enhance customer engagement. The Need for Customer Data Platforms (CDPs) CDPs address critical data management challenges by unifying disjointed data sources, resolving customer identities, and enabling seamless segmentation. These capabilities empower companies to maximize the potential of their customer data. CDP vs. CRM CDPs are an evolution of traditional CRM, focusing on real-time, highly personalized interactions. While CRMs store known customer data, CDPs like Data Cloud enable real-time engagement, making it the world’s first real-time CRM by powering Salesforce’s Customer 360. Selecting the Right CDP When choosing a CDP, the focus often falls into two areas: insights and engagement. An insights-oriented CDP prioritizes data integration and management, while an engagement-focused CDP leverages data for real-time personalization. Data Cloud combines both, integrating real-time CDP capabilities to deliver unmatched insights and engagement across digital platforms. Content updated October 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 21, 2023in Data, Mulesoft, Salesforce, Salesforce Data Cloud
Channels and Tactics Redefine Customer Engagement
13May

Channels and Tactics Redefine Customer Engagement

In today’s digital era, data is the core of enterprises, transforming actionable insights from a secondary role to a mission-critical element. Channels and Tactics Redefine Customer Engagement for nearly everyone. Marketers are investing heavily in tools and technologies that unify data, enabling brands to create unique customer profiles, automate campaigns, and scale personalized strategies effectively. While customer relationship management (CRM) systems are widely popular, marketers use a variety of tools to maintain relationships throughout the customer lifecycle. Notably, 89% of B2B and B2B2C marketers utilize account-based marketing platforms to conduct targeted campaigns in collaboration with their sales and service teams. To meet the growing demand for data-driven, personalized, and scalable customer experiences, over half of marketers have adopted artificial intelligence (AI). Additionally, 90% use CRM systems, 89% employ account-based marketing platforms, and 62% leverage AI. Marketers are keenly aware of customer trends and are experimenting with new digital channels to connect with their audience. Chief Marketing Officers (CMOs) cite customer preferences and expectations as the primary drivers of digital strategy. Recognizing the dominance of streaming services in the media landscape, marketers are increasingly using TV and over-the-top (OTT) platforms to reach prospects and customers. Video remains a crucial component of the marketing mix, with both pre-produced and livestream videos gaining traction. As customers show a growing preference for online engagement, marketers are leveraging a wide range of interactive and user-generated content to satisfy this demand. Interactive content and livestream videos, in particular, have experienced the most significant annual growth. Channels and Tactics Redefine Customer Engagement and that is not likely to change any time soon. 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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May 13, 2023in Marketing Automation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Sales Cloud

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