Data Management Archives - gettectonic.com

07May

AI Data Foundation

In the era of AI, the Data Foundation is crucial for empowering AI-driven customer experiences. Data Cloud emerges as a unifying force, seamlessly integrating data to fuel transformative AI encounters and elevate customer-centricity. Beyond mere data management, Data Cloud represents a significant advancement, enabling profound insights by harmonizing diverse data sources with CRM data from the Salesforce platform. This convergence facilitates the unlocking of actionable insights critical for informed decision-making. In a strategic collaboration, Salesforce and AWS extend their partnership to enhance AI capabilities. AWS AI services are integrated into Salesforce’s Einstein Trust Layer, empowering Data Cloud with seamless access to AWS data services and compute resources. Additionally, Data Cloud and other Salesforce offerings are now accessible through the AWS Marketplace, streamlining procurement processes. This insight explores how Data Cloud unifies vast and varied business data with CRM data from the Salesforce Einstein Platform. It serves as a robust foundation for AI-powered customer experiences, providing businesses with unprecedented insights into their data universe. With Data Cloud, businesses can seamlessly combine CRM data with diverse sources, including transactional data, IoT device data, and social media interactions. This consolidation fosters a single source of truth, enhancing decision-making and the relevance of AI models. Unlike traditional approaches that involve laborious data movement, Data Cloud operates on AWS infrastructure, enabling seamless data connectivity and preparation without the need for ETL processes. Leveraging Apache Iceberg and Salesforce’s contributions, Data Cloud ensures data consistency, flexibility, and interoperability, essential for AI-driven insights. Moreover, Data Graphs offer a novel approach to assemble and rapidly access data collections from disparate sources, facilitating grounded AI experiences. Through Model Builder and Einstein Copilot Studio, businesses can seamlessly access Data Cloud data in Amazon SageMaker for custom AI model creation without ETL overheads. This partnership between Salesforce and AWS represents a paradigm shift in data management and AI integration. By combining Salesforce’s customer-centric approach with AWS’s scalable infrastructure, Data Cloud empowers businesses to harness AI as a practical tool for growth and innovation in the digital era. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

May 7, 2024in Data, Einstein 1 Platform, Salesforce, Salesforce Einstein

01May

Public Sector Einstein 1 for Service

Salesforce, a prominent provider of cloud-based software solutions, has unveiled the introduction of Public Sector Einstein 1 for Service, a specialized software platform tailored explicitly for government employees. Salesforce is targeting governmental customer service improvements with the launch of the Public Sector Einstein 1 for Service. This latest offering, built on Salesforce’s Einstein 1 platform, integrates a variety of artificial intelligence-driven capabilities aimed at streamlining administrative tasks within the public sector. Public Sector Einstein 1 for Service. Built on Salesforce’s Einstein 1 platform, the offering is designed to leverage data and automation to improve worker efficiency, reduce or eliminate repetitive tasks, and improve the ability of workers to interact with systems, data, and the people they serve. Public Sector Einstein 1 for Service presents a suite of AI-powered features crafted to enhance efficiency and productivity for government entities. These encompass Caseworker Narrative Generation, utilizing generative AI to synthesize data summaries; Service Cloud Voice, enabling real-time transcription of conversations; and Einstein Activity Capture for Public Sector, facilitating documentation of case interactions through natural language processing. Additionally, the platform incorporates Data Cloud for Public Sector and Interaction Notes for Public Sector, providing comprehensive note-taking functionalities. Salesforce’s Executive Vice President and General Manager for the Public Sector, Nasi Jazayeri, underscored the significance of harnessing trusted AI to enhance operational effectiveness, data management, and service delivery for government agencies, empowering employees to better serve constituents. Having previously provided tools for other FEDramp-compliant products – including Field Service and Security Center – Salesforce’s newest solution utilizes trusted conversational and generative AI (GenAI) to improve agent efficiency. The solution also promises public sector organizations the ability to swiftly generate case reports, record real-time call transcriptions, and document and format case interactions—all through a single unified solution. Another key aspect of the tool is the inclusion of Salesforce’s Data Cloud system, which allows users to consolidate data from various sources – including benefits, education, and healthcare – into a standardized data model. Public Sector Einstein 1 for Service also includes Data Cloud, which is designed to capture, connect, and harmonize an organization’s entire corpus of data into a common data model. This can be used to create unified constituent profiles that serve as a single source of truth for the organization, enabling the organization to personalize outreach and interactions. A new feature being offered is Interaction Notes for Public Sector, which allows caseworkers to take detailed notes of their meetings and conversations with constituents or other case participants, specify the confidentiality level of the notes, add action items or next steps, and then search for and filter summaries to find notes from previous interactions, all in one place. This feature takes a common practice deployed at many public sector agencies and helps to organize information that can often be lost when managed through manual processes. Of course this also brings in the Salesforce Vector Database. In doing so, public service organizations are able to create specific profiles for their constituents and personalize their customer service offerings accordingly. If you have contemplated adding Salesforce Nonprofit Cloud, check out this new offering from Tectonic – Salesforce Imploementation Solutions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

May 1, 2024in Einstein 1 Platform, Salesforce, Salesforce Implementation Services, Salesforce Public Sector Solutions

29Apr

Blockers to IT Success and Salesforce Implementation Solutions

The CIO’s website recently delved into the primary obstacles to achieving success in IT. Tectonic echoes these concerns and offers insights and remedies based on our Salesforce Implementation Solutions. Issues such as data challenges, technical debt, and talent shortages can significantly hinder the progress of IT organizations and departments in executing high-value projects. Several CIOs have shared their approaches to tackling these challenges. Tectonic poses solutions based upon the Salesforce ecosystem. Carm Taglienti, Chief Data Officer and Distinguished Engineer at Insight, reflects on the dual nature of the recent surge in artificial intelligence (AI). While AI advancements have undoubtedly enhanced efficiency and productivity across technology departments, lines of business, and business units, the rapid proliferation of AI technologies, particularly generative AI, has disrupted numerous IT plans. Taglienti emphasizes the need for organizations to adapt swiftly to these technological shifts to avoid derailing critical projects. Tectonic recently looked at challenges the public sector face in regards to AI. Read more here. The rapid evolution of technology poses a continuous challenge for IT leaders. The relentless pace of technological advancements, exemplified by the rise of AI, demands proactive resource allocation to stay competitive. Ryan Downing, CIO of Principal Financial Group, underscores the necessity of adopting a strategic approach to navigate the complexities of multicloud environments effectively. Tectonic echoes the multicloud challenge. We address this for our clients with Salesforce implementation, optimization, consulting, and ongoing managed services. Salesforce remains the world’s number one CRM solution for a reason. Cloud solutions for marketing, personalization, patient data privacy, manufacturing, feedback management, and more are just a small sampling of the IT solutions Salesforce and Tectonic present. Unaddressed data issues pose a significant impediment to realizing the full potential of analytics, automation, and AI. Many organizations are grappling with legacy systems and inadequate data management practices, hindering their progress in succesfully deploying advanced technologies. Working with a Salesforce partner can address this challenge. The scarcity of skilled talent remains a pressing concern for CIOs, as highlighted in the State of the CIO Study by Foundry. Despite efforts to train internal staff and leverage contractors, filling critical tech positions remains challenging, impeding transformation initiatives. Managed services providers help address this skill gap. Technical debt and legacy systems present additional hurdles for IT departments. The maintenance of outdated infrastructure drains resources and limits innovation, forcing CIOs to strike a delicate balance between modernization efforts and operational demands. Addressing cybersecurity threats and compliance with evolving regulations further strains IT resources, necessitating proactive measures to safeguard organizational assets and maintain regulatory compliance. Striking the right balance between sustaining existing operations, fostering growth, and driving transformative initiatives is another challenge facing CIOs. Scott Saccal of Cambrex emphasizes the importance of aligning resource allocation with strategic objectives to avoid market displacement. The allure of new technologies, coupled with executive pressure to explore shiny objects, can divert focus from core priorities, hampering strategic execution. Shadow IT and the lack of organizational agility pose additional barriers to IT success, highlighting the need for CIOs to foster collaboration, align IT initiatives with business goals, and cultivate a culture of adaptability within their departments. ‘Shadow IT’ refers to the unsanctioned use of software, hardware, or other systems and services within an organization, often without the knowledge of that organization’s information technology (IT) department. CIOs must navigate a myriad of challenges, from technological disruptions to talent shortages, while maintaining a laser focus on strategic objectives to drive organizational success in an ever-evolving digital landscape. Tectonic is here to consult and achieve your IT challenges. Contact us 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

April 29, 2024in Generative AI, Salesforce, Salesforce Einstein

23Apr

If Not Informatica, Then Who?

What Lies Ahead for Salesforce’s Acquisition Strategy? If Not Informatica Then Who? The Breakdown: The proposed Salesforce-Informatica acquisition, which promised significant advancements in data integration, quality control, and customer insights, ultimately fell through due to disagreements over the deal’s terms. Impact on Salesforce’s Strategy: The acquisition was positioned as a strategic move for Salesforce, building on its largest acquisition of Slack in 2020, aimed at fortifying its data ecosystem and bolstering its position in data analytics and management through enhanced AI capabilities and data management solutions. Future Acquisition Prospects: With the Informatica deal off the table, attention turns to potential targets like HubSpot. This shift underscores Salesforce’s commitment to maintaining a competitive edge in CRM and marketing automation amidst increasing competition and past acquisitions such as ExactTarget and Pardot. The Details: The anticipated mega-deal, which could have significantly expanded Salesforce’s data capabilities and represented one of its largest acquisitions to date, dissolved due to an inability to reach consensus on deal terms, as reported by multiple sources. Informatica, valued at over billion, specializes in data management software, while Salesforce, the world’s leading CRM software company valued at 1.71 billion, has historically expanded its customer data capabilities through strategic acquisitions. Notably, Salesforce completed its largest acquisition with the $27.7 billion purchase of Slack Technologies in 2020. If Not Informatica, Then Who Boosting Salesforce’s Data Ecosystem: The proposed acquisition of Informatica, first reported by the Wall Street Journal on April 12, aimed to elevate Salesforce’s data capabilities, particularly in areas like data integration, quality control, and customer insights. This strategic move reflected a broader trend in the software industry towards mergers and acquisitions to strengthen capabilities in data analytics and management. By integrating Informatica into Salesforce’s data ecosystem, the company was poised to enhance its AI systems and leverage the Mulesoft infrastructure for improved data cataloging, as well as sophisticated solutions like master data management and data governance. Implications for Marketing and Customer Experience (CX) Professionals: The potential acquisition could have accelerated innovation in customer experience management, empowering CMOs and CX professionals with robust data tools for faster, more informed decision-making. This could have translated into enhanced customer interactions, driving revenue growth and enhancing Salesforce’s competitive position in the market. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

April 23, 2024in Marketing Automation, Mulesoft, Salesforce

21Apr

Harnessing Zero Copy Integration

Streamlining Data Management: Harnessing Zero Copy Integration for Efficient Customer Insights Zero copy integration offers a revolutionary approach to accessing and utilizing customer data without the need for burdensome data transfers. By seamlessly linking disparate databases, this innovative technique eliminates the complexities associated with moving, copying, or reformatting data. Let’s explore how zero copy integration can optimize data management processes and enhance the efficiency of customer data platforms (CDPs) alongside traditional data warehouses. Understanding Zero Copy Integration: Zero copy integration, also known as zero ETL (extract-transform-load), facilitates the sharing of data across multiple databases without physically relocating it. This method enables real-time access to data, significantly reducing costs and mitigating the risks of errors inherent in data movement processes. Unlike traditional data replication methods, zero copy integration ensures that data remains in its original location, eliminating the need for redundant storage and synchronization efforts. Good technology standards can actually bring order to the chaos and allow products from different companies to work together, fostering healthy competition and enhancing productivity. That is precisely what Zero-Copy Integration does. Zero-Copy Integration is a framework that eliminates the need for data copies and integration, making it easier to work with applications, analytics, artificial intelligence, and machine learning. Canada’s Digital Governance Council recently announced that Zero-Copy Integration has been published for open access by the public, setting a new standard for data collaboration. Moreover, Zero-Copy Integration prioritizes data-centricity and active metadata over complex code and solution modularity over monolithic design. It also facilitates data governance through data products and federated stewardship, eliminating the need for centralized teams. In addition to boosting the development and deployment of new technologies, Zero-Copy Integration also addresses the growing number of data privacy regulations. By putting data at the center of the process, Zero-Copy Integration ensures greater collaboration and control, positively affecting industries like healthcare, research, banking, and public services. Benefits of Zero-Data Integration Proponents of zero-copy integration and dataware say the framework will lower data storage costs, improve performance of IT teams, improve privacy and security of data, and drive innovation in systems for public health, social research, open banking and sustainability through innovations in: Comparing Traditional vs. Zero Copy Integration: Aspect Traditional Zero Copy Replication Requires copying data to target Data remains in original location Updates Data accuracy dependent on synchronization Real-time access to data Cost Involves data movement expenses No additional data movement costs Regulatory Compliance Complex governance due to data duplication Simplified compliance with source data only Errors Data movement introduces potential errors Minimized risk of errors with no data movement Maintenance Increases complexity with copying and synchronization Streamlined management with no data relocation Implementing Zero Copy Integration: The implementation of zero copy integration varies depending on the platform and direction of data access. Let’s explore how it works in scenarios involving Salesforce Data Cloud and Snowflake data warehouse: Case Study: Buyers Edge’s Zero Copy Success Story: Buyers Edge, a procurement optimization company, leveraged zero copy integration to unify customer profiles in a CDP while accessing purchase data from their data warehouse. By seamlessly integrating Salesforce Data Cloud with their warehouse, Buyers Edge enhanced predictive modeling capabilities, resulting in tailored sales and marketing strategies. Zero copy integration revolutionizes data management practices by enabling seamless data access and eliminating the need for data duplication or relocation. As businesses navigate the evolving data landscape, leveraging zero copy integration can streamline operations, enhance insights, and empower organizations to unlock the full potential of their data assets. MILESTONES / TIMELINE Second half 2023 – Internationalization February 21, 2023 – Information Session (watch above ☝ or via YouTube) February 15, 2023 – ‘Zero-copy’ applications published by DCA February 08, 2023 – Published by Digital Governance Council (Press release) December 15, 2022 – Approved by Standards Council of Canada June-Nov 2022 – Public consultation period Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

April 21, 2024in Salesforce, Salesforce Data Cloud, Salesforce Einstein, Snowflake

15Apr

Salesforce in a Mega-Data Deal with Informatica

Since Salesforce announced its acquisition of Slack for $27.7B in late 2020, the cloud software mega-giant has paused its acquisition strategy due to factors like rising interest rates, declining revenues, and a laser focus on profitability. However, recent leaks from The Wall Street Journal and other news publications suggest that Salesforce in a Mega-Data Deal with Informatica, is in advanced talks to acquire Informatica in a deal worth over $11B. Informatica is a significant player in enterprise data management, boasting revenues of over $1.51B and a workforce of over 5,000 employees. They specialize in AI-powered cloud data management, assisting companies in processing and managing large volumes of data from various sources to derive actionable and real-time insights. Salesforce in a Mega-Data Deal with Informatica The synergies between Informatica and Salesforce are many, with both companies focusing on consolidating data from multiple sources to provide comprehensive business insights. This aligns well with Salesforce’s strategic shift towards AI-driven data processing and analysis, aiming to enhance generative and predictive capabilities. While Salesforce’s previous acquisition of MuleSoft in 2018 for $6.5B has proven successful in facilitating API connectivity for real-time integrations, Informatica brings expertise in ETL (Extract-Transform-Load), data quality, and data movement to and from platforms like Snowflake and Databricks. This potential mega-data deal underscores the growing importance of data in the tech industry, especially with the emergence of generative AI and large language models (LLMs) that enable deeper analysis of vast datasets. Salesforce’s recent rebranding of its platform to “Einstein 1” underscores the convergence of AI and data within its product suite. The company’s emphasis on “AI + Data + CRM” reflects its commitment to leveraging data analytics for CRM enhancement, exemplified by the growth of its Data Cloud product. Partnering with industry leaders like Snowflake, Databricks, AWS, and Google, Salesforce aims to offer comprehensive data solutions that integrate seamlessly with existing systems. Informatica’s capabilities in ETL and Master Data Management (MDM) align with this vision, particularly in streamlining data integration and ensuring data quality across disparate systems. In final thoughts, while the Informatica acquisition is still pending finalization, it represents a strategic move by Salesforce to strengthen its position in the AI and data-driven CRM market. As Salesforce continues to evolve its product ecosystem, this acquisition signals its commitment to innovation and leadership in the era of AI-powered data analytics. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

April 15, 2024in Generative AI, Mulesoft, Salesforce, Snowflake

13Apr

Gen AI Depends on Good Data

Accelerate Your Generative AI Journey: A Call to Action for Data Leaders Generative AI is generating immense excitement across organizations, with boards of directors conducting educational workshops and senior management teams brainstorming potential use cases. They need to keep in mind, Gen AI Depends on Good Data. Individuals and departments are already experimenting with the technology to enhance productivity and effectiveness. There needs to be as much effort into data quality as to the technology. The critical work required for generative AI success falls to chief data officers (CDOs), data engineers, and knowledge curators. Unfortunately, many have yet to begin the necessary preparations. A survey in late 2023 of 334 CDOs and data leaders, sponsored by Amazon Web Services and the MIT Chief Data Officer/Information Quality Symposium, coupled with interviews, reveals a gap between enthusiasm and readiness. While there’s a shared excitement about generative AI, much work remains to get organizations ready for it. The Current State of Data Preparedness Most companies have yet to develop new data strategies or manage their data to effectively leverage generative AI. This insight outlines the survey results and suggests next steps for data readiness. Maximizing Value with Generative AI Historically, AI has worked with structured data like numbers in rows and columns. Generative AI, however, utilizes unstructured data—text, images, and video—to generate new content. This technology offers both assistance and competition for human content creators. Survey findings show that 80% of data leaders believe generative AI will transform their business environment, and 62% plan to increase spending on it. Yet, many are not yet realizing substantial economic value from generative AI. Only 6% of respondents have a generative AI application in production deployment. A significant 16% have banned employee use, though this is decreasing as companies address data privacy issues with enterprise versions of generative AI models. Focus on Core Business Areas Experiments with generative AI should target core business areas. Universal Music, for instance, is aggressively experimenting with generative AI for R&D, exploring how it can create music, write lyrics, and imitate artists’ voices while protecting intellectual property rights. Gen AI Depends on Good Data For generative AI to be truly valuable, organizations need to customize vendors’ models with their own data and prepare their data for integration. Generative AI relies on well-curated data to ensure accuracy, recency, uniqueness, and other quality attributes. Poor-quality data yields poor-quality AI responses. Data leaders in our survey cited data quality as the greatest challenge to realizing generative AI’s potential, with 46% highlighting this issue. Jeff McMillan, Chief Data, Analytics, and Innovation Officer at Morgan Stanley Wealth Management, emphasizes the importance of high-quality training content and the need to address disparate data sources for successful generative AI implementation. Current Efforts and Challenges Most data leaders have not yet made significant changes to their data strategies. While 93% agree that a data strategy is critical for generative AI, 57% have made no changes, and only 11% strongly agree their organizations have the right data foundation. Organizations making progress are focusing on specific tasks like data integration, cleaning datasets, surveying data, and curating documents for domain-specific AI models. Walid Mehanna, Group Chief Data and AI Officer at Merck Group, and Raj Nimmagadda, Chief Data Officer for R&D at Sanofi, stress the importance of robust data foundations, governance, and standards for generative AI success. Focus on High-Value Data Domains Given the monumental effort required to curate, clean, and integrate all unstructured data for generative AI, organizations should focus on specific data domains where they plan to implement the technology. The most common business areas prioritizing generative AI development include customer operations, software engineering, marketing and sales, and R&D. The Time to Start is Now While other important data projects exist, including improving transaction data and supporting traditional analytics, the preparation for generative AI should not be delayed. Despite some slow pivoting from structured to unstructured data management, and competition among CDOs, CIOs, CTOs, and chief digital officers for leadership in generative AI, the consensus is clear: generative AI is a transformative capability. Preparing a large organization’s data for AI could take several years, and the time to start is now. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

April 13, 2024in Generative AI

12Apr

Harnessing Sales Data

Harnessing Sales Data for Better Insights and Rapid Deal Closure Sales data is a critical asset for gaining insights and closing deals swiftly. With the ever-expanding data footprint, including customer response rates, leads in the pipeline, and quota attainment, tracking these metrics is essential. Ignoring them can be detrimental, as nearly all sales professionals recognize the importance of real-time data in meeting customer expectations, according to the Trends in Data and Analytics for Sales Report. However, concerns about data setup for generative AI and data accuracy persist. Sixty-three percent of sales professionals report that their company’s data isn’t optimized for AI, and only 42% are confident in their data’s accuracy. The demand for sales data has become a focal point for sales leaders and representatives, who increasingly rely on data to enhance customer engagement and productivity through trusted sources and AI integration. What is Sales Data? Sales data encompasses two main categories: external data, which includes information about prospects such as demographics, interests, behavior, and engagement; and internal sales data, including deal attributes and sales performance metrics. This data helps inform deal actions, assess progress toward sales targets or key performance indicators (KPIs), and supports tools like AI to enhance efficiency. Why is Sales Data Important? Sales data provides a measurable framework for all sales activities, enabling the setting of performance benchmarks and targets. It helps identify risks in the pipeline and highlights opportunities for upselling or fostering competition among sales reps. The data is also crucial for leveraging generative AI, which can automate tasks such as email drafting and sales pitch creation, provided the data is accurate and well-organized. Types of Sales Data Collecting and Utilizing Sales Data To effectively collect and utilize sales data, invest in a CRM system that serves as a centralized data repository with analytics capabilities. Automate data collection within the CRM, integrate data from other tools, and prioritize the security of sensitive information. Visualizing data through dashboards can help track progress toward business goals and make informed decisions. Real-Life Application: A Case Study A global consulting firm used sales data to enhance win rates and accelerate deal velocity. By integrating CRM analytics with data from various sources, the firm identified key deal attributes impacting success and adjusted strategies accordingly. The use of AI-driven “opportunity scores” further enabled the firm to monitor deal health and optimize resource allocation. Essential Tools for Harnessing Sales Data Turning Sales Data into Actionable Insights Regularly reviewing CRM-generated insights and adjusting strategies based on these insights is crucial for closing more deals and delivering consistent value to customers. By focusing on data-driven decision-making, sales teams can stay competitive and meet evolving customer needs. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

April 12, 2024in Generative AI

12Apr

Government CRM System

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

April 12, 2024in Mulesoft, Salesforce Experience Cloud, Salesforce Public Sector Solutions

09Apr

What is Salesforce Einstein 1?

The bold new future of enterprise AI requires a new type of platform. What is Salesforce Einstein 1? One platform that can handle terabytes of disconnected data, gives you the freedom to choose your AI models, and connects directly into the flow of work, all while maintaining customer trust. The Einstein 1 Platform unifies your data, AI, CRM, development, and security into a single, comprehensive platform. It empowers IT, admins, and developers with an extensible AI platform, facilitating fast development of generative apps and automation. What is Salesforce Einstein 1 Einstein 1 has a mixture of artificial intelligence tools on the platform, and it kind of mirrors the way the core Salesforce platform is built, standardized and custom. We have out of the box AI features such as sales email generation in Sales Cloud, and service replies in Service Cloud. What is Einstein One? Einstein One seamlessly integrates our robust data platform with Data Cloud, offering a comprehensive AI and data-driven solution within our CRM service. As the leading comprehensive AI for CRM, Salesforce Einstein transforms the Customer Success Platform by incorporating a suite of integrated AI technologies, making it more intelligent and accessible to innovators worldwide. Introducing the Einstein One Platform The future of enterprise AI demands a groundbreaking platform capable of managing terabytes of diverse data, providing the flexibility to select AI models, and seamlessly integrating into daily workflows while maintaining customer trust. The Einstein One Platform consolidates data, AI, CRM, development, and security into a singular, comprehensive platform. It empowers IT, administrators, and developers with an extensible AI platform, facilitating rapid development of generative apps and automation. Salesforce has made significant investments in enhancing the Einstein One platform by introducing two prompt engineering features – a testing center and prompt engineering suggestions, demonstrating the company’s commitment to advancing AI capabilities. Data-driven and AI-driven customer experiences are vital in constructing Data Cloud. Salesforce’s predictive AI, Einstein, has been operational since 2016, conducting over a trillion predictions per week. The company continuously evolves its capabilities, introducing generative AI products like Einstein GPT, discussed at Dreamforce [2023]. ‘Customer 360′ now represents Salesforce customers’ ability to transform into customer-centric entities, delivering integrated and cohesive experiences across sales, marketing, service, and commerce. Leveraging Data Cloud, structured and unstructured engagement data comes alive, offering a personalized perspective of customer interactions. Einstein is accessible through various Salesforce products, including Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Platform, Analytics Cloud, and Community Cloud. What is the Einstein One platform? Salesforce’s Einstein One is a transformative platform that securely integrates data, connects multiple Salesforce products, and empowers customer-centric businesses to create AI-driven apps, revolutionizing CRM interactions. What applications are connected with the Einstein One platform? Einstein Trust Layer: Ensuring the security of generative AI applications within Salesforce, this application acts as a safeguard for data, preventing unauthorized access. Data Cloud: Unifying structured and unstructured data, Data Cloud completes the customer 360 profile, integrating seamlessly with the Einstein One platform and making data actionable. Einstein Copilot: A built-in conversational assistant, Einstein Copilot enables users to ask questions in Natural Language and receive intelligent answers, actions, and more. Copilot Studio: An essential component of Einstein One, Copilot Studio manages Einstein One and Einstein Copilot, allowing businesses to control user access and use generative AI in their workspace. Prompt Builder, Skill Builder, Model Builder: Tools within Copilot Studio, these components empower businesses to create trusted AI prompts, add skills to user access, and choose AI models. What is Data Cloud for Einstein One? Data Cloud, combined with the Einstein Trust Layer, provides secure access to a unified data repository, forming a reliable resource for complete customer profiles and supporting AI assistants. Data Cloud facilitates valuable visualizations through reports, dashboards, and tools like Tableau, offering insights to enhance understanding of customers and business operations. What will Einstein One do for businesses? Einstein One aims to: Increase productivity Reduce operational costs Enhance the delivery of exceptional customer experiences The debut of Einstein One marks a significant stride for Salesforce and businesses, offering a secure path to boost productivity through AI technologies, ensuring continuous access to cutting-edge technologies for businesses. Where can generative AI impact businesses today? Generative AI has the potential to impact businesses by enhancing repetitive processes, making them faster. Exploring text-based processes, such as repetitive emails or form filling, is a great starting point for businesses looking to enhance capabilities. What can generative AI do for sales, service, field service teams? Generative AI can positively impact teams by automating processes, offering intelligent insights, and improving overall efficiency. Specific use cases for generative AI in sales, service, and field service teams can be explored through Salesforce’s 101 video series. What does Einstein One Tableau do? Einstein One Data Cloud, formerly known as Genie, serves as a metadata management tool connecting data from various sources. It makes data usable for AI and analysis, integrating with Einstein One, Tableau, and Salesforce’s CRM applications. Is Salesforce Einstein the same as Tableau? Formerly known as Einstein Analytics, Tableau CRM is Salesforce’s premium analytic platform, offering a powerful way to explore data, especially for current Salesforce users. Salesforce has renamed Einstein Analytics to Tableau CRM, reflecting its commitment to empowering users to make better decisions faster. In essence, the Einstein One platform combines Salesforce Data Cloud, Einstein Copilot, and the Einstein Trust Layer, providing a comprehensive solution for secure and connected data, facilitating generative AI on a comprehensive platform. Salesforce’s Einstein One Platform & the Data-Driven Revolution This innovation has the potential to revolutionize the way businesses interact with their customers. In this insight, we delve deeper into this transformative development, offering valuable insights, considerations for implementation, and the indispensable expertise of Tectonic as a data-oriented technology partner. Salesforce Data Cloud and Einstein AI are now seamlessly integrated into the Einstein One Platform. This integration empowers companies to effortlessly connect their diverse data sources, enabling the creation of AI-driven applications with minimal coding effort. Moreover, it forges a cohesive view of your data across

April 9, 2024in Artificial Intelligence, Data, Einstein 1 Platform, Einstein Insights, Enterprise, Generative AI, Google, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Salesforce Sales Cloud, Technology

04Apr

Build a Culture of Data

What is a Data Culture? A Data Culture is the collective behaviors and beliefs of people who value, practice, and encourage the use of data to improve decision-making. As a result, data is woven into the operations, mindset, and identity of an organization. Why is a data culture important? It enables more informed decision-making. With a data culture in place, decisions at all levels of the organization are based on data-driven insights rather than intuition or guesswork. This leads to more effective strategies and better outcomes. What is the difference in data culture and data strategy? Gartner defines data strategy as “a highly dynamic process employed to support the acquisition, organization, analysis, and delivery of data in support of business objectives.” In contrast, the culture around data comes together with data talent, data literacy, and data tools. Build a Culture of Data Building a data culture is crucial for companies to unlock valuable insights and make smarter, more strategic decisions. Here’s what leaders need to know to foster a data-driven environment: By following these steps and prioritizing the development of a data culture, leaders can empower their organizations to make informed decisions, drive growth, and stay ahead of the competition in today’s data-driven world. Data Maturity Understanding data maturity is crucial for organizations as it provides a framework for assessing their current state of data management and analytics capabilities. It serves as a tool to guide decision-making and prioritize initiatives aimed at advancing the organization’s data capabilities. By evaluating data maturity, organizations can identify gaps, set goals, and determine the necessary steps to progress along their data journey. Data maturity assessment typically involves evaluating various aspects of data management, including data governance, data quality, data infrastructure, analytics capabilities, and organizational culture around data. Based on the assessment, organizations can identify areas of strength and weakness and develop a roadmap for improvement. Furthermore, understanding data maturity enables organizations to track their progress over time. By periodically reassessing data maturity, organizations can measure how much they have advanced and identify areas that still require attention. This iterative process allows organizations to continuously improve their data capabilities and adapt to evolving business needs and technological advancements. In summary, understanding data maturity allows organizations to: Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

April 4, 2024in Einstein 1 Platform, Salesforce

24Mar

Salesforce Education Cloud for Educational Challenges

Educational institutions today confront a multitude of complex challenges, ranging from disjointed information systems to the need for agility in meeting evolving educational demands. Salesforce Education Cloud presents a unified solution aimed at overcoming these obstacles by enhancing operational efficiencies, boosting student engagement, and ensuring compliance with ever-changing educational standards. Below is an in-depth examination of the prevalent challenges faced by educational institutions and the tailored solutions provided by Salesforce Education Cloud. Key Challenges in the Education Sector Salesforce Education Cloud: Tailored Solutions for Education Salesforce Education Cloud addresses these challenges through a suite of customized features and tools designed to streamline operations, enhance student services, and promote effective communication. Real-World Impact of Salesforce Education Cloud Implementation of Salesforce Education Cloud yields transformative benefits across educational institutions: Conclusion Salesforce Education Cloud offers a comprehensive solution to the diverse challenges faced by educational institutions. By integrating this robust platform, schools, colleges, and universities can enhance operational efficiency, improve student outcomes, and cultivate a collaborative educational environment. Institutions seeking to explore the benefits of Education Cloud or enhance their existing systems are encouraged to consult with a Salesforce Education Cloud Consultant for tailored guidance and implementation strategies. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

March 24, 2024in Salesforce, Salesforce Education Cloud, Salesforce Education Solutions, Salesforce Einstein

14Mar

Marketing Cloud Growth Edition

Salesforce has unveiled the Marketing Cloud Growth Edition, (Marketing Cloud Engagement) offering a glimpse into the future of marketing applications aligned with the core Salesforce platform. This edition marks the first iteration of Marketing Cloud on the ‘core’ Salesforce platform, known as Einstein 1 Platform. Built on Data Cloud, it introduces new builders powered by Salesforce CMS, a data model tapping into Salesforce objects, and a suite of data management capabilities through Data Cloud and Einstein’s generative AI tools. It’s crucial to understand that while this edition brings new functionality, Salesforce remains committed to innovating existing Marketing Cloud products as well. Marketing Cloud Growth Edition targets B2B SMB organizations, offering lead capture, cross-channel journeys, engagement scoring, and reporting capabilities. Built on Einstein 1 Built on Einstein 1, Marketing Cloud Growth Edition leverages Data Cloud’s technology to enhance marketing products with AI-powered features. This move signifies Salesforce’s focus on integrating powerful new technologies into the Marketing Cloud tech stack. Two years ago, Salesforce made the decision to rename a number of their Marketing Cloud offerings. Marketing Cloud’s most popular modules for messaging and journeys go by Marketing Cloud Engagement. Has it really been two years? The architecture of Marketing Cloud Growth Edition represents a significant shift, with key components like the email and form builders built on Salesforce CMS. These builders offer guided setup processes and seamless integration with Flow, Salesforce’s automation engine. Marketers will benefit from simplified workflows and advanced personalization options. Marketing Cloud Account Engagement (formerly Pardot), caters to more B2B use cases. So which product is Marketing Cloud Growth Edition really: Marketing Cloud Engagement or Marketing Cloud Account Engagement? Being targeted at B2B, SMB (small-medium) organizations, you may be asking if this is the beginning of the end for Account Engagement. In short, this is not only a new edition, it’s a whole new world…Marketing Cloud ‘On Core’ (Einstein 1). Marketing Cloud Growth Edition and Einstein AI Einstein AI plays a pivotal role in Marketing Cloud Growth Edition, providing features like Send Time Optimization and Co-Create for campaign brief and message generation. Additionally, robust analytics capabilities built on Data Cloud offer insights into marketing performance. Announced at Dreamforce ‘23 as a better re-engineered core platform with the inherent ability to handle generative AI with speed and agility. Support of Salesforce Data Cloud for their marketing platforms has been a focus and now it is a reality. Pricing for Marketing Cloud Growth Edition starts at $18,000 per org per year, with additional options for email sends, unified profiles, segmentation credits, and SMS sends. With Marketing Cloud Growth Edition, you will gain the following: 180k email sends /org/year (add on email sends at an additional cost). 10k unified profiles, unified via Data Cloud. 10k activation and segmentation credits, to use with Data Cloud. The rollout of Marketing Cloud Growth Edition begins in North America, with plans for availability in Europe/Middle East (EMEA) in the second half of 2024. Learning resources and guided setup will be available to help customers get started with the new edition. While Marketing Cloud Growth Edition represents a significant step forward, it’s important to note that it’s not the end of Marketing Cloud or Account Engagement products. Salesforce continues to invest in innovation and development, with future plans to migrate more Marketing Cloud functionality onto the core platform. Great Changes with Marketing Cloud Growth Edition This includes lead capture, sending leads on journeys with email and SMS, automating notifications to sales and service teams, engagement scoring, and reporting for engagement on assets (such as emails, SMS, landing pages and forms). A new type of scoring that combines what we have known as scoring (behavioral) and grading (demographic). With the advent of advanced personalization, sending a large volume of customers through personalized cross-channel journeys, and reporting on these results. The email builder is built on top of Salesforce CMS, a shared service across other parts of the platform, so you have a single repository for assets. Let the tools do what they each excel at. CMS do what it does best, and allow Flow to do what it does best. Tectonic suspects Account Engagement (formerly Pardot) customers will start to see some of this reimagined building experience in the first half of 2024. Salesforce platform users have long known Flow to be Salesforce’s automation engine, bringing incredible power to non-coder that they historically didn’t have. Flow will power the automation behind Marketing Cloud Growth Edition too – including email sending. On The Core Platform As a result of being on the Einstein 1 (‘core’) platform, any AI-powered features marketers choose to use will be accessible and more powerful. Einstein Send Time Optimization is included, which will advise the most optimal time to send an email, based on the best performing emails for that audience in the past. Also, you’ll find Einstein Co-Create for campaign brief and message generation, and likely more that we’ve yet to encounter. When it comes to reporting on marketing on the Salesforce platform, you have many options. B2B Marketing Analytics (B2BMA) is an add-on to Account Engagement, where customers gain access to a pre-built CRM Analytics app that contains dashboards for use cases such as pipeline, engagement, account-based marketing, and other. Will there be access to something similar? For Marketing Cloud Growth Edition, at the time of launch there will instead be a set of reports and dashboards, built on Data Cloud. Details are currently yet to be released by Salesforce. Tectonic will alert you as soon as we hear. Easy Guided Set-ups You may have already gone through the new-style guided setup with other Salesforce modules. You will know that Salesforce has cut down the number of clicks required. Everyone on the Salesforce side involved with the project has been through the setup multiple times, which can be launched in minutes. Overall, Marketing Cloud Growth Edition promises to empower marketers with advanced capabilities and insights, setting the stage for continued evolution and growth in the marketing automation landscape. Marketers like us

March 14, 2024in Salesforce Marketing Cloud

07Mar

Data Management and Data Maturity

Data Management and Data Maturity: Generative AI Raises Concerns About Data Ethics and Equity Harnessing the capabilities of generative AI is contingent on having comprehensive, unified, and accurate data, as indicated by more than half of IT leaders. However, several obstacles hinder progress. A recent survey unveils that a majority of IT leaders lack a unified data strategy, impeding the seamless integration of generative AI into their existing technology stack. Beyond technical challenges, generative AI also brings to the forefront serious ethical considerations. Key findings from the survey reveal: AI Illuminates Data Management While generative AI garners attention, more established AI applications, such as predictive analytics and chatbots, have long been advantageous for organizations. Technical leaders leveraging AI report significantly faster decision-making and operations. The benefits extend beyond speed, with analytics and IT leaders highlighting more time to address strategic challenges rather than being immersed in mundane tasks. Customers also reap the rewards, with technical leaders noting substantial improvements in customer satisfaction due to AI. Given the pivotal role of quality data in AI outcomes, it is unsurprising that nearly nine out of ten analytics and IT leaders consider new developments in AI to prioritize data management. Realized Benefits of AI Adoption Analytics and IT leaders cite several top benefits realized from AI adoption: Data Maturity Signals AI Preparedness Data maturity emerges as a foundational element for successful AI adoption, with high-maturity organizations boasting superior infrastructure, strategy, and alignment compared to their low-data-maturity counterparts. The disparities are particularly evident in terms of data quality, with high-maturity respondents being twice as likely as low-maturity respondents to possess the high-quality data required for effective AI utilization. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

March 7, 2024in Generative AI, Salesforce Data Cloud, Salesforce Einstein

08Feb

Salesforce for Charities

Salesforce Nonprofit Cloud serves as a comprehensive solution encompassing fundraising, program management, grant management, marketing, and donor management for nonprofit organizations. Salesforce for Charities enables the measurement, tracking, and updating of data across all facets of nonprofit operations and management. Within the charity and nonprofit sector, Salesforce Nonprofit Cloud is highly favored, boasting a clientele of over 50,000 organizations in more than 80 countries—a number that continues to grow. Notably, numerous international charities prefer Salesforce, leading to the establishment of a dedicated business unit tailored specifically for the nonprofit sector. Choosing Salesforce for reporting proves to be an excellent decision for nonprofits due to its recognized accuracy and reliability. The software plays a crucial role in facilitating efficient data management and insights, allowing nonprofits to scale effectively and fulfill their missions. Charities leverage Salesforce Nonprofit Cloud for various purposes, including tracking donations and fundraising campaigns. The CRM software generates reports and analytics, offering insights into the success of these efforts and pinpointing areas for improvement. Overall, Salesforce provides a robust foundation for nonprofits to create efficiency with data, gain valuable insights, and successfully scale their operations to deliver on their mission. Ready for success now? Empower your teams to be more effective, productive, and impactful with Salesforce for Nonprofits. By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

February 8, 2024in Salesforce, Salesforce Development Services, Salesforce for Nonprofits, Salesforce Nonprofit Cloud

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