Data-Driven Archives - gettectonic.com - Page 19

What is Salesforce Field Service?

Salesforce Field Service (formerly known as Salesforce Field Service Lightning or FSL) is a comprehensive solution designed to help businesses manage and optimize their field service operations. It enables organizations to schedule, dispatch, and track field service technicians, ensuring efficient service delivery and improved customer satisfaction. Salesforce Field Service is part of the broader Salesforce Service Cloud ecosystem and integrates seamlessly with other Salesforce products to provide a unified platform for managing customer service and field operations. Key Features of Salesforce Field Service Benefits of Salesforce Field Service Use Cases for Salesforce Field Service How Salesforce Field Service Works Integration with Salesforce Ecosystem Salesforce Field Service integrates seamlessly with other Salesforce products, such as: Conclusion Salesforce Field Service is a powerful tool for businesses that rely on field operations to deliver services to customers. By optimizing scheduling, enhancing technician productivity, and improving customer communication, it helps organizations streamline their field service operations and deliver exceptional customer experiences. Whether you’re managing a small team or a large workforce, Salesforce Field Service provides the tools and insights needed to succeed in today’s competitive landscape. Content updated November 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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April 16, 2022in Data, Enterprise, Salesforce, Salesforce Einstein, Salesforce Service Cloud
Salesforce Data Cloud
11Apr

Drive Sales and Service With Real Time Data

Sales and Service Personalization: drive sales with real time data Enhance customer and prospect interactions by integrating real-time engagement data directly into your sales and service consoles. Provide service teams with the ability to proactively address queries and deliver effective case resolutions by swiftly accessing a customer’s recent interactions across diverse business touchpoints. Empower your sales teams with deeper insights into an account or prospect’s purchase journey, enabling more relevant conversations and offers based on real-time knowledge of consumed content, viewed products, or time spent on your site. Know your buyers. Attain a comprehensive view of your buyers by combining 1st and 3rd party data with the robust capabilities of Salesforce’s industry-leading Customer Data Platform (CDP). Imagine closing prospects instantly. With real-time data, it’s possible! Real-time sales data enables you to identify recent changes, such as mergers, acquisitions, new job openings, or promotions. Equip your sales team with a competitive advantage, allowing them to promptly contact potential customers and initiate sales activities. So, what is real-time data, how does it work, and how can you implement it without a complex data infrastructure? This article explores all these aspects and highlights the benefits of utilizing accurate B2B data for real-time sales. What is real-time data? Real-time data refers to immediate and continuous access to information about sales activities, customer interactions, and market trends. For your sales and marketing teams, this means capturing, analyzing, and utilizing up-to-date data to make informed decisions, enhance sales processes, create personalized experiences, and strengthen customer relationships. Real-time data is crucial because it offers numerous benefits for B2B businesses. This insight will explore some tangible benefits that real-time data can provide for your company: Access up-to-the-minute information on customer behaviors, preferences, and buying patterns, allowing your B2B sales team to engage with prospects immediately. Real-time insights into events like funding, promotions, or team expansions can trigger timely sales activities, such as emails, LinkedIn messages, or call invitations. Immediate updates from real-time sales insights enable businesses to adjust pricing based on market fluctuations or competitive moves. Real-time data collection helps track competitor pricing, customer demand, and inventory levels, allowing for optimized pricing strategies and instant adjustments with minimal effort from your sales team. Incorporate robust key management for data security to safeguard sensitive information and avoid additional risks. When a prospect expresses interest or takes specific actions, such as visiting a website or filling out a form, you can immediately engage with them. Define sales triggers and actions, such as emailing to schedule a demo after a prospect visits your pricing page. Real-time data processing allows for automated nurturing of prospects, eliminating the need for manual tracking and outreach. Gain real-time actionable insights into sales performance, leading to accurate sales forecasting. Sales managers can monitor sales data in real time, track progress against targets, adjust strategies, and manage pipeline visibility for more precise financial projections aligned with future financial planning. Instant data offers the opportunity to personalize customer interactions more effectively. Access real-time data analytics on customer preferences, purchase history, and previous interactions to tailor relevant recommendations and provide a personalized customer experience. Real-time data analysis provides instant visibility into sales performance metrics. Sales representatives can monitor their performance, including call activity, conversion rates, and revenue generated, in real time. Immediate feedback enables reps to course-correct, improve sales techniques, and achieve better results. By monitoring real-time market trends, competitor activities, and customer feedback, sales managers can make data-driven decisions, adjust sales strategies, and seize emerging opportunities. Business intelligence tools offering real-time data services help sales teams promptly address customer issues or concerns. By tracking customer behavior, feedback, complaints, and inquiries in real time, sales reps can proactively contact customers and help resolve issues. How does real-time data work? Real-time data involves capturing specific actions on the go, such as customers’ activities on your website or offsite, like visiting sales pages, checking your company’s LinkedIn profile, or exploring similar sites. Events are collected before storing any information, allowing for instant management of sales data and predictive analytics. Marketing and Sales Use of Real-Time Data: Updating lead records in real time results in better sales performance and cost savings across the entire business. Real-time big data can be used in various ways for better business decisions, such as: Examples of Real-Time Data: Real-time intent data helps identify potential customers actively researching or showing interest in products like you are selling. This data can be gathered from various sources, including website tracking, social media monitoring, and content consumption patterns. Ultima used a real-time data solution to access intent data and direct dials, resulting in ROI in just 8 weeks. Real-time data is a valuable asset for B2B businesses, offering timely opportunities, dynamic pricing, immediate lead engagement, accurate forecasting, personalized customer interactions, instant sales performance insights, agile sales strategies, and prompt issue resolution. Understanding how real-time data works and leveraging it effectively can significantly enhance the performance and efficiency of your sales and marketing teams. How do you use data to drive sales? What is an example of a data-driven sales? A B2B company that manufactures and sells industrial equipment can use a data-driven approach that involves analyzing purchasing data from their CRM, tracking industry trends, and using customer feedback surveys to understand what customers truly value. To drive sales with real time data, you need a tool like Salesforce and Salesforce Data Cloud. A real-time data sales strategy is a strategy that focuses on delivering immediate responses from customers. The methodology of real time selling is a way for brands to interact with their customers using stuff that’s actually happening at that time. The real time sales are based on insights into a customer’s online actions. The insights are analyzed and utilized quickly with AI. Drive sales real time data. 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

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April 11, 2022in Einstein Insights, Salesforce, Salesforce Commerce Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Success Story
02Apr

Case Study: Automated CRM for Fundraising Development and Grants

The largest integrated, not-for-profit group practice in the world. Physicians and scientists from every medical specialty work in collaborative teams to advance discovery and translational research on behalf of patients. Client is a single institution located at three main campuses and over 70 smaller hospitals, laboratories and other facilities. Client’s unique, team-based approach to science is supported by world class resources, core facilities, and computing and other infrastructure. Automated CRM for Fundraising Development and Grants.

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April 2, 2022in Salesforce, Salesforce Financial Services Solutions, Salesforce Implementation Services, Salesforce Success Stories
Project Management With Asana and Salesforce
09Nov

Project Management With Asana and Salesforce

Introducing the Revolutionary Asana Salesforce Integration Elevate Your Business with An Enhanced Workflow Efficiency Welcome to the world of a revolutionary blend of CRM and project management—the Asana Salesforce Integration. Opting for this intelligent integration sets your business on the path to unprecedented workflow efficiency. Ever wondered how to further streamline your workflows, intensify team synchronization, and deliver exceptional customer service? The answer lies in integrating your Asana project management tool with Salesforce’s CRM capabilities. Unleashing New Avenues for Business Operations The seamless integration of Asana and Salesforce brings the best of both worlds onto a single platform. Direct communication with your team becomes effortless, and vital business information is transmitted with precision and speed. This means deals progress faster, teams stay informed, and crucial workflows run without a hitch. Making significant business decisions requires hard data, and this powerful integration provides exactly that. Connecting Salesforce with Asana Goals delivers valuable insights that can propel your business forward. Key Takeaways Understanding the Asana Salesforce Integration In today’s fast-paced digital world, CRM software and project management tools evolve rapidly to enhance business efficiency and foster stronger customer connections. Navigating this evolution requires a deep understanding of these tools and their potential synergy. This piece focuses on Salesforce, a formidable player in cloud-based CRM software, and how its integration with Asana, a popular project management tool, can revolutionize your business operations and customer relationship management. What Is Salesforce? Salesforce is a pioneering force in CRM software, providing an exceptional cloud-based platform aimed at enhancing customer interaction and service quality. It serves as a comprehensive tool for managing customer data, tracking sales, and delivering targeted marketing campaigns. Salesforce focuses on forging deeper customer connections, finding prospects, and improving overall customer service. Why Integrate Your CRM with Asana? Integrating CRM software with a platform like Asana enhances its project management potential. Asana, designed to aid in planning, organizing, and executing projects, seamlessly links with Salesforce. This integration eliminates bottlenecks, streamlines internal processes, and improves communication between teams, allowing for easier data and idea exchanges that lead to effective, fast decision-making. The Unification of Sales and Project Management Business success hinges on acquiring and retaining customers. The integration of Salesforce’s CRM capabilities with Asana’s project management utilities results in a unified, powerful tool that optimizes workflows—from tracking sales progress to managing projects. The clear mapping of deal progress linked to strategic business goals creates a data-driven path forward. The Benefits of Combining Asana with Salesforce Integrating Asana and Salesforce unlocks new levels of efficiency and organization within your business. Individually renowned for their capabilities in project management and CRM, the combined strengths of these platforms significantly enhance productivity and streamline operations. Streamlining Your Sales Pipeline Integrating Asana and Salesforce enhances team efficiency and redefines sales pipeline management. This integration leads to improved deal cycles, automated workflows, and informed business decision-making. How to Set Up the Asana Salesforce Integration Setting up the Asana Salesforce integration is straightforward with the right guidance. Navigate to the Salesforce AppExchange, search for Asana for Salesforce, and click ‘Get It Now’. Customize the integration to best serve your organization’s needs, optimizing it for Salesforce’s Lightning Component or Salesforce Classic. Optimizing CRM Operations with Asana Projects Integrating Asana’s project management capabilities with Salesforce provides a new vista for CRM optimization. This coupling enables centralized access to contacts, opportunities, and deal information within Asana, enhancing visibility and operational efficiency. Fostering Team Collaboration Integrating Asana and Salesforce bridges the gap between task management and customer management systems, enhancing teamwork, communication, and project alignment. This synergy results in improved operational excellence and productivity. Enhancing the Customer Experience The Asana Salesforce combo delivers a phenomenal customer experience by improving customer handoff efficiency and enabling smooth transitions with customizable templates and automated workflows. This integration strengthens customer relationships through personalized interactions and efficient service. Automating Tasks for Streamlined Workflows The Asana Salesforce integration simplifies project handoffs and leverages Salesforce’s Process Builder to customize and automate workflows, enhancing cooperation between sales and service teams and maintaining real-time data alignment between platforms. Advanced Integration Options For businesses with complex integration needs, General Automation Platforms (GAP) offer a solution. These low-code platforms facilitate the creation of robust, tailored integrations, automating multistep processes and ensuring smooth data flow. Learning Resources Expand your understanding of the Asana Salesforce integration through resources like the Asana Help Center, Asana Academy’s demo videos, and personalized support from Asana’s dedicated team. The convergence of project management and CRM systems through integrations like Asana and Salesforce is reshaping business operations. This powerful combination enhances client experiences, refines operations, and drives substantial growth, offering a glimpse into the future of business productivity and success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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November 9, 2021in Salesforce
Quest to be Data-Driven
14Jul

Quest to be Data-Driven

“Data-driven” is a business term that refers to the utilization of data to inform or enhance processes, decision making, and even the revenue model. The quest to be data-driven is afoot. In recent years, a data-driven business approach has gained a great deal of traction. It is true that every business deals with data — however, data-driven businesses systematically and methodically use data to power business decisions. Incorporating the notion of being a data-driven enterprise enriches the understanding of how data can profoundly impact business operations. Leveraging data not only offers valuable insights but also enhances adaptability, thereby sharpening the competitive edge of an organization. These insights serve as a foundation for making market predictions and adapting business strategies accordingly, often leading to revenue growth. While data may not provide solutions to all organizational challenges, embracing a data-driven approach lays a solid groundwork for achieving organizational goals. Data-driven contrasts with decision making that may be driven by emotions, external pressure, or instinct. So, what exactly constitutes a data-driven enterprise? It transcends mere number-crunching; it involves creating sustainable value for customers and innovating efficiently in the digital economy. Encouraging a data-driven approach across all facets of the business is paramount to success. Gaining data insights from data is invaluable. It allows organizations to reshape customer interactions, provided the data is accurate, accessible, and integrated into existing processes. However, many struggle to extract value from their data due to the complexity of transforming raw data into actionable insights. Understanding the hierarchy of data, information, and insights is crucial, as actionable insights drive data-driven success. Furthermore, adaptability emerges as a crucial factor in today’s rapidly evolving landscape. The ability to swiftly respond to changes and leverage data for informed decision-making is paramount. Data-driven insights serve as powerful tools for facilitating change and fostering agility, ensuring organizations remain competitive. Moreover, data serves as a catalyst for revenue generation through various business models such as Data as a Service (DaaS), Information as a Service (IaaS), and Answer as a Service (AaaS). By putting customer satisfaction at the forefront and leveraging data-driven insights, organizations can evolve their products proactively and drive growth. Building a data-driven enterprise involves a strategic approach encompassing nine key steps, including defining end goals, setting tangible KPIs, and fostering a data-driven culture across the organization. However, challenges such as deciding what to track, lack of tools or time for data collation, and turning data into meaningful insights may arise. Overcoming these challenges requires a cultural shift towards data-driven decision-making and the adoption of modern data architectures. Walking (or perhaps running) the data-driven journey with Tectonic involves connecting and integrating various data sources to ensure seamless data flow. By embracing a data-driven approach, organizations can unlock the full potential of their data, driving innovation, enhancing customer experiences, and achieving long-term success in today’s dynamic, rapidly evolving business landscape. Expanding upon this foundation, let’s go deeper into the transformative power of data-driven enterprises across various industry sectors. Consider, for instance, the retail industry, where data-driven insights revolutionize customer experiences and optimize operational efficiency. In the retail sector, understanding consumer behavior and preferences iscrucial to daily, quarterly, and annual success. By harnessing data analytics, retailers can analyze purchasing patterns, demographic information, and social media interactions to tailor marketing strategies and product offerings. For example, through personalized recommendations based on past purchases and browsing history, retailers can enhance customer engagement and drive sales. Moreover, data-driven insights enable retailers to optimize inventory management and supply chain operations. By analyzing historical sales data and demand forecasts, retailers can anticipate fluctuations in demand, minimize stockouts, and reduce excess inventory. This not only improves operational efficiency but also enhances customer satisfaction by ensuring products are readily available when needed. Furthermore, in the healthcare industry, data-driven approaches revolutionize patient care and treatment outcomes. Electronic health records (EHRs) and medical imaging technologies generate vast amounts of data, providing healthcare professionals with valuable insights into patient health and treatment efficacy. By leveraging predictive analytics and machine learning algorithms, healthcare providers can identify patients at risk of developing chronic conditions, enabling early intervention and preventive care. Additionally, data-driven approaches facilitate personalized treatment plans tailored to each patient’s unique medical history, genetic makeup, and lifestyle factors, improving treatment outcomes and patient satisfaction. In the manufacturing sector, data-driven strategies optimize production processes, enhance product quality, and reduce operational costs. By implementing Internet of Things (IoT) sensors and connected devices on the factory floor, manufacturers can collect real-time data on equipment performance, energy consumption, and production efficiency. Analyzing this data enables manufacturers to identify inefficiencies, minimize downtime, and proactively schedule maintenance to prevent costly equipment failures. Moreover, data-driven insights inform process improvements and product innovations, enabling manufacturers to stay competitive in an increasingly globalized market. The ultimately transformative impact of data-driven enterprises extends across various industry sectors, revolutionizing business operations, enhancing customer experiences, and driving innovation. By embracing a data-driven approach and leveraging advanced analytics technologies, organizations can unlock new opportunities for growth, efficiency, and competitive advantage in today’s data-loaded digital economy. Becoming data-driven requires harnessing the full potential of your data, transforming it into actionable insights, and iteratively refining your processes. Remember, data itself is not the ultimate goal but rather a powerful tool to drive informed decision-making and organizational growth. To establish a truly data-driven organization, consider the following nine steps: By following these steps, your organization can effectively harness the power of data to drive innovation, improve decision-making, and achieve sustainable growth in today’s data-driven landscape. Tectonic recognizes the challenges in the quest to be data-driven. We’ve launched a Data Cloud Salesforce Implementation Solution to help you. Content updated May 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,

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July 14, 2021in Data, Enterprise, Salesforce, Salesforce Data Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Technology
Salesforce CDP Explained
29May

Salesforce CDP Explained

What is a Customer Data Platform (CDP)? A Customer Data Platform (CDP) is one of the most transformative tools in modern marketing. Salesforce CDP Explained. If you’re exploring whether your business needs a CDP and how to begin using one, this guide will walk you through the essentials. CDPs have quickly become a go-to solution in marketing, popping up in reports and strategies everywhere. According to the 2020 State of Marketing Report, 86% of marketers who use CDPs are maintaining or increasing their usage, making many companies wonder: Do we need a CDP too? This insight serves as your step-by-step guide to help you determine whether your business should invest in a CDP, and how to successfully implement one for smarter marketing. What is a CDP? A Customer Data Platform (CDP) is a sophisticated piece of marketing technology designed to collect and organize customer data from various sources into centralized profiles. It helps businesses manage and draw actionable insights from data in real time, making it easier to personalize customer interactions. A typical CDP includes tools for customer data management, marketing automation, multichannel campaign execution, and real-time interaction management. It’s particularly useful when businesses need a database of user-level data to understand customer behaviors across touchpoints. Why Does Your Business Need a CDP? Salesforce CDP Explained CDPs excel in four core tasks: collecting, unifying, activating, and analyzing data. Introducing Salesforce’s CDP: Data Cloud Salesforce’s Data Cloud is a powerful CDP that integrates with Customer 360 to provide real-time customer profiles. It collects and unifies customer data in real time, ensuring businesses can deliver personalized customer experiences and foster stronger relationships. Data Cloud is scalable and designed for businesses of all sizes, with built-in security, compliance, and privacy features through Hyperforce. Benefits of a CDP Beyond basic segmentation, CDPs offer three major benefits: CDPs vs. CRM vs. DMP It’s important to understand the distinction between different data tools. While CRMs focus on managing customer relationships and interactions, and Data Management Platforms (DMPs) handle anonymous data for targeted advertising, CDPs are designed to unify and activate first-party data for personalized marketing. How to Choose a CDP When selecting a CDP, focus on two key areas: insights and engagement. Some CDPs specialize in integrating and analyzing customer data (insights), while others focus on delivering real-time personalized experiences (engagement). Salesforce’s Data Cloud combines both capabilities, offering real-time insights and activation to power personalized experiences across channels. To choose the right CDP for your business, ask these questions: Success Stories with CDPs CDPs have transformed the way businesses engage with their customers. One example involves a regional food and convenience store chain that implemented a CDP to enhance personalized digital experiences. By using customer data to tailor marketing emails and online interactions, the business saw a 16% increase in conversion rates on one of its key products. Getting Started with a CDP CDPs are essential tools for businesses looking to unify customer data, personalize marketing, and drive smarter marketing strategies. To get started, consider building a business case for CDP adoption, assembling a cross-functional team, and researching the right CDP to fit your organization’s needs. The journey to smarter, data-driven marketing begins with the right CDP. Make sure to explore Salesforce’s Data Cloud and other leading platforms to find the best fit for your organization’s growth and success. Content updated April 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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May 29, 2021in Data, Hyperforce, Marketing Automation, Salesforce, Salesforce Data Cloud, Technology
Einstein Discovery
21Apr

Einstein Discovery Analysis

Elevate Your Business Outcomes with Einstein Discovery Analysis Einstein Discovery revolutionizes your approach to predictive analytics, allowing you to effortlessly build reliable machine learning models without any coding. Reduce reliance on data science teams with an intuitive model-building wizard and streamlined monitoring process. Transition swiftly from data to actionable insights, ensuring every decision is guided by intelligence. Enhance Your Business Intelligence with Einstein Discovery Incorporate statistical modeling and machine learning into your business intelligence with Einstein Discovery. Seamlessly integrated into your Salesforce environment, operationalize data analysis, predictions, and enhancements with clicks, not code. Developers can utilize the Einstein Prediction Service to access predictions programmatically, while data specialists can predict outcomes within recipes and dataflows. Tableau users can also leverage Einstein Discovery predictions and improvements directly within Tableau. Advanced Analytics Made Simple with Einstein Discovery Einstein Discovery offers a comprehensive suite of business analytics tailored to your specific data needs. Licensing and Permission Requirements for Einstein Discovery To utilize Einstein Discovery, your organization needs the appropriate license, with user accounts assigned relevant permissions. Supported Use Cases and Implementation Tasks Einstein Discovery solutions effectively address common business use cases, typically involving a series of defined implementation tasks. Key Differentiation: Einstein Analytics vs. Einstein Discovery While Einstein Analytics integrates predictive and analytical capabilities within Sales, Service, and Marketing clouds, Einstein Discovery is specifically focused on providing actionable insights and data-driven stories. Key Benefits of Einstein Discovery Supported Data Integration and Functionality Einstein Discovery enables direct integration and import of data from external sources like Hadoop, Oracle, and Microsoft SQL Server. It extracts data from diverse sources, leveraging AI, ML, and statistical intelligence to identify patterns and generate informed predictions. Enhanced Features Einstein Discovery seamlessly integrates insights into Tableau workflows, unlocks insights from unstructured data, fine-tunes prediction accuracy with trending data, handles missing values in datasets, accelerates prediction processing with high-volume writeback, and offers enhanced settings panels for efficient prediction management. Partner with Tectonic for Expert Guidance Collaborate with experienced Salesforce services providers like Tectonic to maximize the benefits of Einstein Discovery, ensuring a seamless implementation process and ongoing support. Empower Your Business with Einstein Discovery Einstein Discovery delivers automated data analysis, interactive visualizations, and predictive insights to elevate decision-making and optimize business operations. Unlock the power of AI-driven analytics within your Salesforce ecosystem to accelerate growth and gain a competitive edge. 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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April 21, 2021in Data, Google, Salesforce, Salesforce Einstein, Unified Knowledge
CRM analytics
09Jul

What is the definition of a CRM?

Customer relationship management (definition of a CRM) is a set of integrated, data-driven software solutions that help manage, track, and store information related to your company’s current and potential customers. What is CRM Software? Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. What is the basic idea of CRM? CRM is the strategy you put in place to manage all your company’s relationships and interactions with both customers and potential customers. The term also refers to the systems and processes you use to help you do that. Managed well, CRM has the power to directly improve profitability. From Wikipedia, the free encyclopedia: Customer relationship management (CRM) is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.[1] CRM systems compile data from a range of different communication channels, including a company’s website, telephone (which many softwares come with a softphone), email, live chat, marketing materials and more recently, social media.[2] They allow businesses to learn more about their target audiences and how to better cater to their needs, thus retaining customers and driving sales growth.[3] CRM may be used with past, present or potential customers. The concepts, procedures, and rules that a corporation follows when communicating with its consumers are referred to as CRM. This complete connection covers direct contact with customers, such as sales and service-related operations, forecasting, and the analysis of consumer patterns and behaviors, from the perspective of the company.[4] According to Gartner, the global CRM market size is estimated at $69 billion in 2020.[5][6] Salesforce is a CRM on steroids. 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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July 9, 2019in Data, Salesforce, Technology
Salesforce
10May

Who is Salesforce?

Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of a customer-centric company. Since the very day we opened our doors, customer focus has been the guiding force behind every decision we make. It’s the catalyst for our growth and the driving factor behind our customers’ success. Our commitment involves developing technologies, fostering partnerships, and building communities that enable companies to establish profound connections with their customers, transforming every business into a customer-centric entity. While the world evolves, our unwavering commitment to customer focus remains constant. New technologies, social trends, and immediate priorities may emerge, but the essence of the customer—discerning, demanding, and eager to be impressed—endures. Our mission is to assist you in meeting your customers where they are, fostering unwavering loyalty to your company through thick and thin. Our role is to construct bridges between companies and customers, recognizing that meaningful connections are the linchpin of business success. We are dedicated to delivering on this mission. Empowering every department to prioritize customers is our goal, facilitated by Customer 360—the world’s leading CRM. We provide a platform where every team member can access a unified source of truth, enhancing collaboration with integrated capabilities that facilitate crucial conversations and decisions where they matter most. With Tableau, we empower companies to unearth profound insights and take data-driven actions to better serve their customers. Every product in our portfolio plays a pivotal role in establishing connections that drive success, with the potential to channel that success into positive change. HISTORY In 1999, Salesforce founders launched a revolutionary customer relationship management (CRM) system from a small San Francisco apartment. Their groundbreaking approach involved hosting all software and critical customer data on the internet, pioneering the “software as a service” (SaaS) model that quickly spread across the tech industry. Cultivating Trust Early adopters took a leap of faith in embracing our cloud-based model, and trust became a cornerstone. Over the decades, our product has evolved, becoming an essential service for some of the world’s most significant businesses, governments, and organizations. Trust and relationships have become invaluable commodities. Core Values Our core values drive our actions and unite us as a company: This content was updated in 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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May 10, 2019in Salesforce

Marketing Cloud Data Extensions Explained

Marketing Cloud Data Extensions: A Comprehensive Guide In Salesforce Marketing Cloud, Data Extensions are a powerful feature that allows marketers to store, manage, and use data for personalized and targeted marketing campaigns. Unlike traditional lists, Data Extensions offer more flexibility, scalability, and advanced capabilities, making them a cornerstone of effective email marketing and customer engagement strategies. Let’s dive into what Data Extensions are, how they work, and why they’re essential for marketers. What Are Data Extensions? Data Extensions are customizable data tables in Salesforce Marketing Cloud that store information about your subscribers, customers, or any other data relevant to your marketing campaigns. They are similar to database tables, where each row represents a record (e.g., a customer) and each column represents a field (e.g., email address, first name, purchase history). Unlike Lists in Marketing Cloud, which are static and limited in functionality, Data Extensions are dynamic, scalable, and support complex data relationships. Key Features of Data Extensions Types of Data Extensions How to Use Data Extensions 1. Creating a Data Extension 2. Populating Data Extensions 3. Using Data Extensions in Campaigns 4. Managing Data Extensions Benefits of Data Extensions Best Practices for Using Data Extensions Data Extensions vs. Lists Feature Data Extensions Lists Structure Customizable fields and data types Fixed fields (Email, Subscriber Key) Scalability Handles large datasets Limited to smaller datasets Dynamic Updates Supports real-time updates Static and manual updates Relationships Supports relationships between tables No relationship support Use Cases Complex, data-driven campaigns Simple, one-off campaigns Conclusion Salesforce Marketing Cloud Data Extensions are a powerful tool for marketers looking to create personalized, data-driven campaigns. By offering flexibility, scalability, and advanced data management capabilities, Data Extensions enable businesses to deliver targeted and impactful marketing messages. Whether you’re running email campaigns, customer journeys, or personalized content, mastering Data Extensions is key to unlocking the full potential of Salesforce Marketing Cloud. Start leveraging Data Extensions today to take your marketing campaigns to the next level! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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April 26, 2019in Data, Enterprise, Salesforce, Salesforce Marketing Cloud
Data Collection
02Mar

Collecting Customer Data and Acting On It

Salesforce Data Collection and Customer Journey Mapping for Better Outcomes At the forefront of customer engagement, sales revenue leaders have a pivotal role in shaping a company’s overarching strategy and enhancing customer experience (CX). Through the extraction of valuable insights from Salesforce data collection, they illuminate areas for improvement, fostering long-term revenue growth.  This is all driven by customer data. Customer Journey Mapping A powerful method to gain a comprehensive understanding of the customer journey involves creating a customer journey map. This is based on your Salesforce data collection. This map traces customers’ experiences, unveiling pain points and moments of truth within the sales process. Utilizing this information, companies can enhance CX, predict revenue more accurately, and make data-driven decisions. For instance, if sales revenue executives observe that only a limited number of customers are transitioning from a free service to a paid one, they can experiment with innovative approaches to prompt purchases. Employing digital nudges, such as reminding customers of the limited time remaining to avail the free service, revenue leaders can iterate and refine their strategies until they resonate with customers. Salesforce Next Best Action can notify sales representatives of customers most likely to be ready to convert. Salesforce automations can move likely to convert customers to next best action campaigns and make intuitive decisions based upon predetermined criteria. Thanks to technological advancements in Salesforce, tracking and analyzing customer behavior is now more accessible than ever. Leveraging data analytics, AI, and machine learning, companies can delve deeper into every digital touchpoint, assessing its impact on CX. This empowers revenue leaders to evaluate the success of diverse initiatives, compare the effectiveness of multiple communication channels, and make decisions grounded in data. Decision Based on Salesforce Data Collection One consequential decision involves identifying high-value customers in the sales pipeline. Through data analytics, revenue leaders can ascertain which customers are most likely to complete a purchase, allowing for resource allocation optimization. This approach prevents the squandering of time and resources on low-value prospects and facilitates an accurate prediction of future revenue. Sales revenue leaders emerge as key drivers of growth and CX enhancement. By harnessing technology and data-driven insights, they can make informed decisions, fine-tune customer journeys, and ultimately propel revenue growth. Let Tectonic craft a tailored program for data collection and customer journey mapping today. 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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March 2, 2019in Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Sales Cloud
Salesforce analytics insurance
03May

Business Analysis and Project Management Acronyms

Here is a helpful glossary of business analysis and project management acronyms you may encounter when discussing business analysis and project management. Acronym Meaning Definition BPMN Business Process Management Notation “A flow chart method that models the steps of a planned business process from end to end. Its purpose is to model ways to improve efficiency, account for new circumstances or gain competitive advantage.” (source) CCMP Certified Change Management Professional CCMP (Certified Change Management Professional) is aimed at change management professionals, which includes Salesforce Consultants, Business Analysts, Project Managers, Salesforce Admins, and other similar roles. CIO Chief Information Officer The member of the C-suite who takes responsibility for IT systems, especially an organization’s data. DoD Definition of Done “Definition of done” relates to one of the requirements that the user story must adhere to for the Development Team to call it complete. This is following the acceptance criteria being met. FRS Functional Requirements Specification The project documentation where the business requirements are defined from an end user or business perspective. It will specify the expected outcomes. INVEST Independent, Negotiable, Valuable, Estimable, Small, Testable Use the INVEST checklist to assess the quality of a user story. Have you met all the criteria? JTBD Jobs To Be Done JTBD is a methodology for determining what problems users are trying to solve, focused on understanding users in terms of functional, emotional and social needs. JTBD is a core concept in the Strategy Designer Certification. PM Project Manager Project Managers oversee Salesforce projects end-to-end on a variety of Salesforce ‘clouds’ and levels of complexity. Their priority is to ensure the project is successful – delivered on time, and within budget.The responsibilities of a Salesforce Project Manager range from typical organizational tasks and technical acumen, through to work that requires emotional intelligence, tact, solid communication, and many other ‘soft’ skills. PMO Project Management Officers Project Management Officers work with the organization’s leaders to fulfill the same responsibilities as project managers. In addition, PMOs will carry out pre-project planning, such as risk analysis and opportunity analysis. PMP Project Management Professional Project Management Professional (PMP) equips project managers with up-to-date trends and practices with project management tools, processes, and methods. PPM Portfolio Project Management A category of technology that enables project managers to outline, track, and collaborate on a set of ongoing projects. PSA Professional Services Automation A category of technology that combines project management, time tracking, invoicing, resource planning, and more. PSM Professional Scrum Master Scrum helps people and teams deliver value incrementally in a collaborative manner. The entry level PSM-1 is aimed at understanding Scrum best practice when working on Agile projects. You will find this very useful on Salesforce projects. RACI Responsible, Accountable, Consulted, Informed A matrix that delineates who is responsible for what in the context of the business analysis effort. Responsible (person who performs an activity or does the work), Accountable (person who is ultimately accountable for the outcome), Consulted (person who needs to provide feedback or contribute to the activity), Informed (person who needs to know of a decision or action). RFI Request for Information Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. RFP Request for Purchase Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. SIPOC Supplier, Inputs, Process, Outputs, and Customers SIPOC is a type of process map that shows the key elements of a process such as Suppliers, Inputs, Process, Outputs, and Customers. SoW Statement of Work The SoW is a legal document that outlines the work to be carried out (the scope), what’s excluded (out of scope), the client-side responsibilities, and the project schedule and fees. SRS System Requirements Specification The project documentation that details how the complete system should function and enumerates hardware, software, and functional and behavioral requirements of the system. UML Unified Modeling Language Diagramming that uses “a common visual language in the complex world of software development that would also be understandable for business users and anyone who wants to understand a system”. (source) UPN Universal Process Notation A simpler and more engaging diagramming notation that has been designed to be easily understood by all the stakeholders and viewed online. As a hierarchical diagram, you are able to drill down to give more detail (with no limit to the number of levels you can go down). business analysis and project management acronyms 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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May 3, 2018in Data, Salesforce, Technology

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