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Digital Transformation for Life Sciences

Salesforce Winter 25 Release for Life Sciences

The Salesforce Winter ’25 release introduces groundbreaking updates tailored to the life sciences industry. Whether you’re in pharmaceuticals, biotech, or medical devices, these innovations aim to streamline operations, enhance patient care, and strengthen stakeholder relationships. Let’s explore the key enhancements: Quote and Agreement Automation Salesforce’s advancements in Quote and Agreement Automation simplify pricing and contractual negotiations for life sciences organizations. Key benefits include: These updates not only improve operational efficiency but also reduce errors and compliance risks, helping organizations stay ahead in a highly regulated industry. Financial Assistance Programs Navigating financial support for patients can be challenging, but Salesforce is making it easier. The Winter ’25 release enhances tools for managing financial assistance programs, ensuring eligible patients get the support they need. Key features include: By easing the financial burden on patients, these updates strengthen trust and foster better patient-provider relationships. Participant Recruitment and Enrollment Recruiting and enrolling participants for clinical trials is now more efficient with Salesforce’s new AI-driven tools. Notable improvements include: These updates not only shorten recruitment timelines but also enhance the overall trial experience for participants. Patient Program Outcome Management Tracking patient outcomes is vital for life sciences companies, and Salesforce’s Patient Program Outcome Management tools deliver powerful capabilities. Features include: These tools empower organizations to make data-driven decisions, improving program effectiveness and elevating patient care. Pharmacy Benefits Verification Verifying patient benefits is often a time-consuming task. The Winter ’25 release introduces automation to streamline this process. Key highlights: By simplifying benefits verification, this update enhances efficiency for providers and ensures a smoother experience for patients. Why It Matters for Life Sciences The Winter ’25 release is a leap forward for the life sciences industry, offering tools that: From automating quotes and agreements to improving patient support and trial management, these updates empower organizations to focus on delivering exceptional care and innovation. Ready to Transform Your Salesforce Experience?Tectonic is here to help you unlock the full potential of these enhancements. Whether you’re looking to optimize patient care, streamline operations, or improve outcomes, we’ll guide you every step of the way. Contact Tectonic today to get started! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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salesforce einstein insights

Salesforce Einstein Conversation Insights

Unlocking Einstein Conversation Insights in Salesforce: Setup, Integration, and Customization In this insight, we’ll guide you through setting up Einstein Conversation Insights in Salesforce, integrating it with platforms like Zoom, managing permissions, and customizing the dataflow schedule for optimal performance. As a marketer from way back when, little gets me as excited about the future of technology than marketing tools that make us smarter and faster. What is Einstein Conversation Insights? Einstein Conversation Insights (ECI) empowers teams to analyze and identify patterns, phrases, and areas of focus within voice and video interactions. By tracking terms and extracting actionable insights, managers and representatives can prioritize follow-ups and improve decision-making through detailed call logs and actionable dashboards. No longer are we hampered by the limitations of written text! Step 1: Enabling Einstein Conversation Insights To begin utilizing Einstein Conversation Insights: Step 2: Assigning Permissions To grant users access to ECI: Step 3: Connecting Recording Providers Voice Recording Providers To analyze call recordings: Video Recording Providers For video analysis, integrate your conferencing platform: Setting Up Zoom Integration To integrate Salesforce with Zoom: Once complete, users will need to link their Zoom accounts individually. A message will confirm successful setup. Click Take me there to finalize the connection. Step 4: Exploring the Conversation Insights App After linking your Zoom account, visit the Conversation Insights App under the Analytics tab. This app provides a comprehensive view of call details, recordings, and actionable insights, empowering teams to focus on strategic improvements. Step 5: Customizing Dataflow Schedule By default, ECI updates its dataflow every eight hours, refreshing your dashboards with new insights. To modify this schedule: Frequently Asked Questions 1. What are the benefits of Einstein Conversation Insights?Einstein Conversation Insights automates the transcription and analysis of calls, identifies trends, and recommends next steps to accelerate sales cycles and free up sales staff to focus on opportunity closing efforts. 2. Does ECI record calls?No, ECI does not record calls. Instead, it analyzes existing recordings from connected providers to generate insights. 3. Are there any limitations?Yes, Salesforce allows up to 100 custom insights, with each insight accommodating a maximum of 25 keywords, each up to 255 characters long. Conclusion Einstein Conversation Insights is a game-changing tool that analyzes voice and video interactions to provide actionable insights, empowering teams to make data-driven decisions. By integrating with Salesforce and platforms like Zoom, you can effortlessly track call details, identify trends, and streamline workflows. Customizing your dataflow schedule ensures your dashboards always reflect the latest information, enhancing efficiency and enabling timely decision-making. Ready to take your insights further? Start integrating Einstein Conversation Insights today! By Tectonic MarketingOpps Director, Shannan Hearne 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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Snowflake Security and Development

Snowflake Security and Development

Snowflake Unveils AI Development and Enhanced Security Features At its annual Build virtual developer conference, Snowflake introduced a suite of new capabilities focused on AI development and strengthened security measures. These enhancements aim to simplify the creation of conversational AI tools, improve collaboration, and address data security challenges following a significant breach earlier this year. AI Development Updates Snowflake announced updates to its Cortex AI suite to streamline the development of conversational AI applications. These new tools focus on enabling faster, more efficient development while ensuring data integrity and trust. Highlights include: These features address enterprise demands for generative AI tools that boost productivity while maintaining governance over proprietary data. Snowflake aims to eliminate barriers to data-driven decision-making by enabling natural language queries and easy integration of structured and unstructured data into AI models. According to Christian Kleinerman, Snowflake’s EVP of Product, the goal is to reduce the time it takes for developers to build reliable, cost-effective AI applications: “We want to help customers build conversational applications for structured and unstructured data faster and more efficiently.” Security Enhancements Following a breach last May, where hackers accessed customer data via stolen login credentials, Snowflake has implemented new security features: These additions come alongside existing tools like the Horizon Catalog for data governance. Kleinerman noted that while Snowflake’s previous security measures were effective at preventing unauthorized access, the company recognizes the need to improve user adoption of these tools: “It’s on us to ensure our customers can fully leverage the security capabilities we offer. That’s why we’re adding more monitoring, insights, and recommendations.” Collaboration Features Snowflake is also enhancing collaboration through its new Internal Marketplace, which enables organizations to share data, AI tools, and applications across business units. The Native App Framework now integrates with Snowpark Container Services to simplify the distribution and monetization of analytics and AI products. AI Governance and Competitive Position Industry analysts highlight the growing importance of AI governance as enterprises increasingly adopt generative AI tools. David Menninger of ISG’s Ventana Research emphasized that Snowflake’s governance-focused features, such as LLM observability, fill a critical gap in AI tooling: “Trustworthy AI enhancements like model explainability and observability are vital as enterprises scale their use of AI.” With these updates, Snowflake continues to compete with Databricks and other vendors. Its strategy focuses on offering both API-based flexibility for developers and built-in tools for users seeking simpler solutions. By combining innovative AI development tools with robust security and collaboration features, Snowflake aims to meet the evolving needs of enterprises while positioning itself as a leader in the data platform and AI space. 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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Pioneering AI-Driven Customer Engagement

Pioneering AI-Driven Customer Engagement

With Salesforce at the forefront of the AI revolution, Agentforce, introduced at Dreamforce, represents the next phase in customer service automation. It integrates AI and human collaboration to automate repetitive tasks, freeing human talent for more strategic activities, ultimately improving customer satisfaction. Tallapragada emphasized how this AI-powered tool enables businesses, particularly in the Middle East, to scale operations and enhance efficiency, aligning with the region’s appetite for growth and innovation.

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Salesforce and Firmable

Salesforce and Firmable

Firmable Launches Salesforce Integration to Enhance CRM Workflows Firmable has unveiled its latest integration with Salesforce, further expanding its CRM ecosystem to support over 20,000 Salesforce users across Australia. By embedding its extensive Australian dataset directly into Salesforce, Firmable empowers businesses to optimize workflows, improve productivity, and elevate their sales and marketing efforts. This integration adds to Firmable’s suite of CRM solutions, which also includes compatibility with platforms like HubSpot, making its rich dataset an integral part of daily business operations. Key Benefits of the Firmable-Salesforce Integration A Comprehensive Solution for Australian Businesses Firmable’s integration with Salesforce brings unparalleled ease of use and precision to CRM workflows. By embedding its rich Australian data into everyday tools, businesses can streamline lead generation, enhance customer engagement, and boost sales effectiveness. 🔔🔔 Follow us on LinkedIn 🔔🔔 Ready to transform your sales and marketing strategies? Firmable is now available for trial or purchase at firmable.com. 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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Data Analytics for Disease Management

Data Analytics for Disease Management

Healthcare IT advancements, especially electronic health records (EHRs), have made it easier to gather and store data, which, in turn, fuels population health initiatives and improves patient outcomes. The Agency for Healthcare Research and Quality highlights that using health IT tools can significantly enhance chronic disease management by promoting efficient care delivery, information-sharing, and patient education. However, selecting and adopting the right analytics tools remains challenging. Here are five essential data analytics tools that healthcare providers can leverage for effective chronic disease management.

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Tectonic Salesforce Customization

Salesforce Customization Requests

The Most Commonly Requested Salesforce Customizations Salesforce’s flexibility is one of its biggest strengths, allowing businesses to tailor the platform to meet their unique needs. Here are the most frequently requested types of customizations: 1. Declarative Customization Make adjustments using Salesforce’s built-in tools—no coding required. Examples: Ideal For:Businesses looking for straightforward changes to enhance usability without requiring programming expertise. 2. Integration Customization Connect Salesforce with third-party systems to streamline workflows and centralize data. Examples: Benefits:Boost operational efficiency by enabling seamless communication between systems. 3. Custom Code Development Go beyond standard functionality with tailored solutions using Apex, Visualforce, or Lightning Web Components. Examples: Best For:Organizations with advanced or highly specific requirements that declarative tools can’t fulfill. 4. User Interface (UI) Customization Adapt the look and feel of Salesforce to improve user experience and align with your brand. Examples: Goal:Create an intuitive, visually appealing interface that boosts productivity and user adoption. 5. Workflow Automation Save time by automating repetitive tasks and processes. Examples: Impact:Streamline operations, reduce manual workloads, and improve efficiency. 6. Reporting and Analytics Customization Provide actionable insights with tailored reports and dashboards. Examples: Advantage:Empower teams to make data-driven decisions with clear, relevant insights. 7. Mobile Optimization Ensure a seamless Salesforce experience for users on mobile devices. Examples: Purpose:Keep teams connected and productive, regardless of location. Conclusion Salesforce customization goes beyond CRM—it transforms the platform into a tailored solution that aligns with your unique business processes. Whether you’re looking for simple adjustments or advanced integrations, these customizations unlock Salesforce’s full potential to drive operational success. Ready to Get Started?Discover how our Salesforce customization services can help tailor the platform to your specific needs. Let’s work together to maximize your investment and 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 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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Enhancing Healthcare Delivery Through Digital Transformation

Enhancing Healthcare Delivery Through Digital Transformation

Improving healthcare delivery remains a critical focus for hospitals and health systems as they grapple with challenges like chronic disease management and health equity. Central to this effort is the effective use of data from patients’ journeys, necessitating digital transformation through technologies such as electronic health records (EHRs), wearable devices, and artificial intelligence (AI). While these technologies offer significant benefits, they also present challenges that can complicate digital transformation efforts. Dr. Sowmya Viswanathan, Chief Physician Executive at BayCare, recently shared insights on these challenges and BayCare’s strategies for overcoming them in an interview with Healthtech Analytics. The Digital Transformation Landscape The healthcare digital transformation landscape is distinctive, marked by slow technology adoption. The COVID-19 pandemic accelerated the use of remote patient monitoring and telehealth, demonstrating the advantages of new technologies in reducing administrative workload and automating routine tasks. Dr. Viswanathan observed, “Exploring AI’s potential to streamline administrative workflows and personalize patient care highlighted its value. Integrating AI into health systems to improve interoperability received strong support from physicians and nurses.” AI holds promise for enhancing productivity and reducing clinician burnout. However, healthcare organizations face several hurdles in adopting AI: BayCare’s Approach to AI-Driven Transformation Despite these challenges, BayCare is committed to harnessing AI and digital transformation to enhance patient care and operational efficiency. Dr. Viswanathan stated, “We are dedicated to continuously evaluating AI technology for its potential to reduce healthcare costs and improve outcomes.” BayCare’s approach focuses on complementing human efforts with AI tools rather than replacing them. The health system has invested in various AI initiatives, including voice-based AI assistants for primary care visit summaries, generative AI chatbots for COVID-19 triage, and sepsis identification technology. Evaluating AI tools involves assessing their impact on patient outcomes, operational efficiency, and patient satisfaction. BayCare aims to improve clinical outcomes and measure the effects of new technologies before committing to further investments. “We assess a tool’s value by comparing its costs with its potential benefits,” Dr. Viswanathan explained. “Patient satisfaction and financial performance are key indicators.” Strategic partnerships and stakeholder engagement are vital for successful digital transformation. “Partnerships help us track progress, gather feedback, and adjust our strategies as needed,” Dr. Viswanathan concluded. “Clear goals and defined outcomes are essential for ensuring pilot projects deliver a return on investment.” Future Directions and the Role of AI The Center for Digital Health and Artificial Intelligence at Johns Hopkins Carey Business School recently hosted the 14th Annual Conference on Health IT and Analytics, bringing together leading researchers, policymakers, and industry experts to discuss the future of digital health and AI. Ritu Agarwal, co-director of CDHAI and conference co-chair, highlighted the conference’s role in advancing understanding of health IT and analytics strategies. “CHITA serves as a critical platform for fostering collaboration among academia, government, and industry to drive impactful innovations in business and policy.” Gordon Gao, co-director of CDHAI and CHITA conference co-chair, emphasized the need for equity considerations in AI design. “Without intentional design informed by diverse perspectives, we risk amplifying societal biases and exacerbating health disparities.” Innovations and Insights The conference featured 70 research presentations on topics such as telemedicine, algorithmic bias, health disparities, online platforms, and AI implementation in clinical settings. Joan Horenstein, managing director at Accenture Federal Services, underscored the importance of data-driven design in realizing AI’s potential. “Data domain-driven design is incredibly powerful and adaptable,” she said. “Capabilities that enhance data understanding and anomaly detection are crucial.” David Sontag, Professor of Electrical Engineering and Computer Science at MIT and CEO of Layer Health, discussed the use of Large Language Models (LLMs) to improve patient-clinician interactions. “We have a unique opportunity to enhance patients’ understanding of their health data,” Sontag noted, focusing on simplicity and patient validation. A panel discussion on human capital explored AI’s impact on healthcare labor markets and education. Laurie Buis from the University of Michigan emphasized the need for thoughtful transformation of clinical processes and roles. “Understanding how to train people for new technologies and processes is crucial for realizing AI’s full potential,” she said. Looking Ahead Aneesh Chopra, president of CareJourney and former U.S. CTO, reflected on progress made in digitizing medical records and improving data interoperability. Chopra envisions a future where generative AI provides hyper-personalized healthcare guidance, akin to TurboTax’s approach to taxes. However, he cautioned that diminishing public trust could hinder the sharing of personal data essential for AI innovation. “It is crucial for system designers to restore trust,” Chopra stressed. As AI and digital health continue to evolve, forums like CHITA are instrumental in addressing the potential and challenges ahead. By fostering collaboration and sharing cutting-edge research, CHITA is paving the way for a future where technology and data enhance healthcare access, experience, and outcomes for all. AI’s Transformative Potential in Healthcare AI is emerging as a transformative force in healthcare, with potential applications spanning clinical decision-making, hospital management, medical image analysis, and patient monitoring through wearables. This review explores AI’s impact on various healthcare domains, examining case studies and discussing the challenges and solutions associated with AI integration. AI’s ability to enhance diagnostics, optimize operations, and refine patient care highlights its transformative potential. However, careful validation, ethical considerations, and ongoing monitoring are essential to ensure AI’s accuracy and effectiveness. AI is set to complement rather than replace the human element in healthcare, empowering physicians and improving patient outcomes. By prioritizing ethical standards, equity, and a patient-centered approach, AI can drive meaningful advancements in healthcare. Content updated February 2025. 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

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Reasons to Automate Your Sales Commission Process

Reasons to Automate Your Sales Commission Process

Optimizing your sales commission process through automation can create significant efficiencies, reduce errors, and increase team satisfaction across the organization. Sales commission software provides the real-time data and transparency that today’s sales, finance, and revenue operations (RevOps) teams need to keep pace with business growth. Here are four key benefits of implementing automated commission software: 1. Real-Time Visibility into the Commission Process Sales commission software offers instant access to commission data for reps, managers, and executives. This real-time visibility empowers sales reps to stay focused on high-value deals, knowing their commission data is accurate and transparent. Sales managers can use metrics like quota attainment and earned commissions to track team performance and motivate reps effectively. Automating commission tracking also streamlines end-of-month reporting for finance and RevOps, eliminating the need for manual calculations. And with transparent, accessible data, sales reps can trust the accuracy of their earnings without having to double-check formulas or request manual verifications—freeing them to focus on closing more deals. 2. Increased Productivity Across Teams Manually calculating commissions is both time-consuming and prone to errors, which can erode trust and impact productivity across sales, finance, and RevOps. Automating this process reduces human error and saves teams hours of administrative work, allowing them to redirect energy toward business-critical activities. Manual commission management can also limit scalability; each change in team structure or territory often requires a full recalibration in spreadsheets. With automated software, these adjustments are streamlined, allowing for seamless scalability and supporting growth without adding manual overhead. 3. Improved Accuracy in Commission Calculations Replacing unhappy sales reps is costly, and one common cause of dissatisfaction is inaccurate commission calculations. Studies show nearly 90% of spreadsheets contain errors, and in a process as complex as commission calculation, these errors can lead to mistrust and turnover. Automating commissions removes the risk of errors, helping keep reps happy and reducing friction between sales and finance. A reliable, accurate commission process means reps can trust the data, while finance teams can confidently manage compensation without chasing down mistakes. Few things negatively impact employee focus and loyalty than feeling cheated at payday. 4. Enhanced Access to Data and Actionable Insights Sales commission software does more than calculate earnings—it collects and organizes critical data on sales performance. With these insights, organizations can identify areas for improvement, analyze trends, and optimize their sales strategies. Transform Your Organization with Automated Commission Management Automating your sales commission process isn’t just about efficiency—it’s a powerful way to build trust, enable productivity, and make data-driven decisions that drive growth. By leveraging dedicated incentive compensation management tools, you can empower your teams, reduce operational burdens, and maximize the impact of your sales 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 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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Agentforce Campaigns

Revolutionizing Content Marketing with Agentforce: AI-Powered Marketing Agents Content creation and distribution have long been challenging for marketers. According to new research from the Content Marketing Institute, 54% of B2B marketers lack the resources to produce quality content at scale. A similar issue plagues the B2C sector, where marketers often struggle to make their efforts repeatable, consistent, or scalable due to the relentless demand for content. On top of this, they must manage resources effectively to deliver efficient, successful campaigns that engage customers and outshine competitors. What’s the solution to these challenges? Marketing agents powered by data and AI, which can create, manage, and optimize campaigns seamlessly. At this year’s Dreamforce, Salesforce unveiled Agentforce, a suite of tools to design and customize AI-powered agents across the Customer 360 platform. A key component of this launch is Agentforce Campaigns, a tool already generating buzz among customers eager to harness its potential. According to Salesforce’s 9th State of Marketing report, 71% of marketers plan to use generative and predictive AI within the next 18 months. In this insight, we’ll explore how marketing agents like those in Agentforce can transform your customer engagement strategies while boosting your team’s productivity and cohesion. What Are Marketing Agents? If you’re new to AI in marketing, it’s important to understand the concept of marketing agents and how they can reshape your approach to campaign execution. Marketing agents are part of a broader family of AI virtual assistants designed to collaborate with humans. These tools leverage data to build and execute plans, analyze tasks, and make decisions. In marketing, they handle activities such as content creation, campaign optimization, and results analysis. Salesforce has developed AI agents to serve as partners within the customer experience. They take on time-consuming, repetitive tasks, freeing marketers to focus on high-value activities. For example, instead of spending hours sourcing and analyzing data, marketers can act on insights immediately. Similarly, rather than crafting endless variations of content, they can devote time to strategic personalization and targeting. The real shift lies in changing your mindset from, “How can these agents help me improve efficiency?” to, “How can these agents help me radically enhance the customer experience?” How Agentforce Campaigns Simplify Marketing Let’s explore some of the groundbreaking features of Agentforce Campaigns and how they streamline campaign creation, execution, and optimization. 1. Intelligent Recommendations That Lead to Action Salesforce’s AI engine, Einstein, already tracks your data and goals, offering contextual recommendations. Agentforce Campaigns elevates this capability by turning static suggestions into actionable steps. For example, it might recommend adjusting your audience, refining an existing campaign, or launching a new one you hadn’t considered. 2. Instant Campaign Briefs Agentforce Campaigns enables you to generate campaign briefs in seconds. By using simple language prompts, you can create a comprehensive brief aligned with your organization’s goals and marketing guidelines. The brief is embedded in Salesforce, making it easy to refine and share with stakeholders for approval. 3. Contextual Content Creation Once your brief is approved, marketing agents can generate content tailored to your brand. From subject lines to body copy and calls to action, Agentforce Campaigns creates branded emails and landing pages within pre-configured templates. Marketers can refine this content using natural language prompts to ensure it aligns with their campaign strategy and tone. 4. Data-Driven Audience Segmentation Agentforce Campaigns simplifies audience segmentation by translating natural language prompts into segment attributes. You don’t need to be a data scientist or SQL expert to create precise target audiences. 5. Personalized Journey Activation Marketing agents can automatically build multi-channel, personalized journey flows based on your campaign brief. Using natural language prompts, you can configure and activate draft journeys with ease. 6. Effortless Content Variations Agentforce Campaigns allows marketers to generate multiple content variations in seconds. This capability enables personalized messaging for different audience segments, such as high-value customers, new prospects, or long-time brand advocates. 7. Expanding Audience Segmentation With AI handling segmentation, marketers can explore nuanced audiences that were previously inaccessible due to limited resources. For instance, you can create churn segments based on engagement scores, location, or purchase history using simple prompts. 8. Building a Culture of Testing and Learning Time constraints often limit testing in marketing campaigns. Agentforce Campaigns automates journey flows, making it easier to embed testing and continuous learning into every campaign. Reimagining Marketing with AI Agentforce Campaigns isn’t just about efficiency—it’s about rethinking how marketing can deliver exceptional customer experiences. By leveraging AI-powered agents, marketers can overcome resource constraints, enhance personalization, and unlock new opportunities for growth. Now is the time to embrace this transformation. With Agentforce, you can move beyond “business as usual” and start building campaigns that resonate with your audience like never before. 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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Cool and New AI

Cool and New AI Cool and New AI

AI is revolutionizing the way we work, offering a wide range of tools beyond ChatGPT that can enhance efficiency, creativity, and productivity. Whether you’re working with data, code, marketing, videos, images, AI bots, or research, here are the top AI tools that can transform your workflow. Cool and New AI. Don’t get spooked. There will be a cornucopia more in November. 🌟 Code 1️⃣ GlideTurn spreadsheets into powerful mobile apps without writing a single line of code. Glide makes it easy for non-developers to create professional apps with minimal effort. 2️⃣ BubbleA visual programming platform that allows users to build web applications without any coding knowledge. Ideal for entrepreneurs and startups looking to launch digital products quickly. 3️⃣ AskCodiThis AI coding assistant speeds up coding tasks, offers helpful suggestions, and simplifies debugging for developers, making it a must-have tool for coding professionals. 🌟 Data 1️⃣ BasedLabsA robust data analytics platform designed for scientists and engineers. BasedLabs offers complex data processing and model building with exceptional precision. 2️⃣ Coral AIPerfect for data-driven professionals, Coral AI provides efficient edge AI tools for processing large datasets and delivering insights with on-device intelligence, speeding up tasks. 3️⃣ JuliusAn AI-powered tool for market researchers and data analysts, Julius streamlines data processes and offers powerful insights into market trends. 🌟 Marketing 1️⃣ Sprout SocialThis all-in-one social media management platform leverages AI to help marketers optimize their social presence, engage with audiences, and track detailed analytics. 2️⃣ AdCreative AIEnhance your marketing campaigns with AI-generated ads that convert. AdCreative AI allows marketers to design high-impact, creative ads effortlessly. 3️⃣ Jasper AIA top tool for content creators, Jasper AI assists in crafting high-conversion marketing copy, blogs, and ad texts at scale, making it indispensable for digital marketing. 🌟 Video 1️⃣ SynthesiaCreate professional videos without the need for cameras or actors. Synthesia’s AI avatars enable you to produce multilingual videos, making it ideal for corporate and educational content. 2️⃣ HeygenThis AI tool simplifies video production by allowing users to create AI-generated videos, perfect for marketing campaigns or training materials. 3️⃣ Opus ClipOpus Clip transforms long-form video content into short, engaging clips optimized for social media, helping creators repurpose content easily. 🌟 Image 1️⃣ Getimg.AIAutomate image creation with Getimg.AI, which enhances your visual content by generating high-quality images in minutes, speeding up the design process. 2️⃣ PicsartA versatile image editing and design platform with AI tools that make creating stunning visuals effortless, making it ideal for social media, advertising, and creative projects. 3️⃣ Leonardo AIA powerful AI-driven tool for creators, Leonardo AI helps generate high-quality images, illustrations, and graphics, making it an essential tool for designers and artists. 🌟 AI Bot 1️⃣ LiveChatAn AI-powered live chat solution that integrates seamlessly into websites to provide real-time customer support, enhancing business communication. 2️⃣ LandbotThis tool helps create conversational experiences with AI-powered chatbots for customer support, sales, and lead generation, automating client interactions. 3️⃣ CustomGPTA customizable GPT-powered AI chatbot tailored for specific industries and businesses, perfect for providing personalized customer support. 🌟 Research 1️⃣ ChatPDFTurn PDFs into interactive documents with ChatPDF, allowing users to easily navigate and extract information using an AI-based assistant. 2️⃣ VidIQVidIQ provides AI-powered tools to optimize YouTube content for better engagement and visibility, making it invaluable for content creators. 3️⃣ SemrushAn advanced SEO platform powered by AI, Semrush gives marketers and researchers deep insights into online visibility, helping boost content performance. AI extends far beyond ChatGPT. This diverse range of tools is designed to make your work more efficient and productive, whether you’re coding, marketing, creating content, or conducting research. Embrace these AI tools to unlock new levels of creativity and efficiency. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Sales Incentives That Work

Sales Incentives That Work

Sales Incentives That Actually Work Spooktacular Sales incentives to kick off your Halloween. Sales Incentives That Work are an essential tool to encourage and reward desired behaviors within a sales team. They serve as a motivational driver, helping teams achieve their goals while reinforcing the company’s objectives. Incentivizing a team goes beyond merely showing up for work—it involves sparking enthusiasm and a genuine drive to exceed expectations. With the right incentive program, companies can energize their teams, ensuring they come to work motivated and ready to achieve results. Below is a guide on different types of sales incentives, their impact on performance, and best practices for creating an effective incentive program. What Are Sales Incentives? Sales incentives are rewards offered to sales representatives in addition to their base pay for exceptional performance, typically when they meet or exceed sales targets. While monetary rewards such as bonuses are common, sales incentives can take many forms, all aimed at motivating the sales force toward specific goals. Types of Sales Incentives There are five main categories of sales incentives, each tailored to motivate different roles and sales activities: How Sales Incentives Motivate a Team Sales incentives work by reinforcing the behaviors a company wants its team to prioritize. For highly competitive reps, the prospect of a reward adds an extra layer of motivation. For others who may not be as driven by competition, incentives provide tangible goals to strive toward. Moreover, well-structured incentive programs can enhance job satisfaction, decrease turnover, and ensure top performers stay motivated. 10 Effective Sales Incentives While monetary rewards are often the most straightforward incentive, incorporating a mix of creative rewards can enhance a company’s incentive program. Some ideas include: Best Practices for Implementing Sales Incentives A well-designed sales incentive program ensures both clarity and motivation. Some best practices for implementation include: Measuring the Impact of Sales Incentives To gauge the success of a sales incentive program, companies should track key performance indicators (KPIs) like overall sales, new and returning customer numbers, program costs versus ROI, employee turnover, and employee satisfaction. Monitoring these metrics ensures that the program aligns with both sales goals and employee satisfaction. Tectonic’s Final Thoughts Sales incentives are an effective way to drive performance and boost morale. By designing a simple, clear, and motivating incentive program, companies can align their sales goals with individual motivation, ensuring both business success and employee satisfaction. If you need assistance utilizing sales incentives and your Salesforce platform, contact Tectonic today. 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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Pitfall of Process Optimization

Pitfall of Process Optimization

In 1963, Peter Drucker wrote one of the most influential articles on business, Managing for Business Effectiveness. Much like Fred Brooks’ 1975 classic, The Mythical Man-Month, it has profound lessons. However, through today’s lens of AI and automation, it seems we may have misinterpreted Drucker’s insights, inadvertently industrializing the problem rather than solving it. Pitfall of process optimization. Pitfalls of process optimization. One pivotal point from Drucker’s essay (highlighted by Dave Duggal) is: “The major problem is the confusion between effectiveness and efficiency. There is nothing more useless than doing efficiently what should not be done at all. Yet our tools — especially accounting concepts and data — all focus on efficiency. What we need is a way to identify areas of effectiveness and a method to concentrate on them.” While Drucker emphasized focusing on results and making data-driven decisions, his warning that “our data and accounting focus on efficiency” has been largely overlooked. Instead of addressing this, businesses have industrialized the pursuit of efficiency at the expense of effectiveness. The Efficiency Trap Drucker’s assertion that “there is nothing more useless than doing with great efficiency what should not be done at all” remains true, yet much of the business and IT landscape has fixated on eliminating steps, even if the return on this effort is minimal. He warned that too much focus is placed on problems rather than opportunities and on areas where even exceptional performance yields little impact. This mirrors many process optimization efforts, where the goal is often to remove unnecessary steps, focusing on efficiency rather than true effectiveness. The Pitfall of Process Optimization Entire business methodologies were built around simplifying processes and eliminating redundant steps. Companies created cultures centered on optimization, believing that by cutting out inefficiencies, they would achieve success. Yet, as Drucker noted, this focus on efficiency has often resulted in neglecting broader opportunities. Poor Data, Poor Outcomes Drucker’s concerns about tools and data have proven strangely prophetic. Instead of focusing on effectiveness, many organizations now face data problems, often rooted in over-optimized processes. Some of the firms most dedicated to process optimization are the very ones known for slow responses to market changes, as their data fails to keep pace with business needs. Focusing on Process, Missing the Bigger Picture When businesses focus narrowly on processes, they overlook key information needed downstream. This might improve micro-level efficiency, but it often damages macro-level outcomes. For instance, optimizing an order submission process may mean critical data isn’t captured, leading to issues further along in the supply chain. This process-driven thinking fosters data silos—disconnected systems that, while progressing individual steps, fail to offer the necessary insights for broader business decisions. Effectiveness Requires Understanding Reality AI amplifies these challenges. To fully leverage AI, businesses must shift from process-centric to reality-based thinking. Companies that can manage their digital reality, enabling AI to make smart, outcome-driven decisions, will outperform those stuck in outdated process mentalities. AI won’t just optimize individual steps like restocking inventory; it will manage complex tasks such as provisioning networks, negotiating with suppliers, or resolving customer complaints. To support this, businesses must move beyond step-based optimization and embrace new approaches that focus on multi-dimensional KPIs and AI-driven outcomes. A Shift from Process to Reality The future of business optimization will require understanding KPIs in a multi-dimensional way, embedding AI into operations, and allowing it to drive business outcomes. This will necessitate a shift in data architecture, with a focus on operational reality rather than reporting. The Dangers of Ignoring the Shift Businesses that cling to process thinking may find isolated success with AI but risk falling behind competitors that embrace a broader transformation. Like retailers who tried to compete with Amazon by merely launching websites without addressing underlying fulfillment challenges, companies may see short-term gains but falter in the long run. The Cultural Challenge of Transformation Switching from process-focused thinking to a reality-based approach will be difficult. Since Drucker’s 1963 essay, the industrialization of step-elimination has become deeply ingrained in business culture. Processes are comfortable; they allow for focused problem-solving in isolated areas. Moving to a mindset that prioritizes operational reality, dependencies, and cross-functional collaboration is a significant cultural shift. Embracing the Change However, the businesses that make this transition will gain a competitive advantage. Those that recognize the scale of change required—making cultural, organizational, and architectural shifts—will operate in a different league than those who don’t. By shifting from efficiency-driven processes to reality-based effectiveness, organizations can unlock the full potential of AI, ensuring not just operational improvements but transformational business success. You can avoid the pitfalls of process optimization. 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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