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salesforce government digital transformation

Salesforce Drives Digital Transformation in Governmental Agencies

How Salesforce Drives Digital Transformation in Governmental Agencies in 2025 In the evolving digital age, government agencies face an increasing demand to modernize their services, improve citizen engagement, and deliver seamless digital experiences. These organizations require transformational technologies that not only streamline internal operations but also adopt a citizen-first approach. Salesforce emerges as a key enabler of this transformation, empowering government agencies with tools to build unified, transparent platforms while fostering efficiency and enhancing citizen interaction. Leveraging Salesforce Commerce Cloud and Salesforce CRM, agencies can overcome common challenges and embrace a more digitally enabled public sector. Let’s explore the pressing challenges government agencies face and how Salesforce provides practical, scalable solutions to address them. 1. Citizen Engagement and Accessibility: Bridging the Digital Divide Challenge: Citizens now expect government services to be as user-friendly and accessible as private-sector experiences. Lengthy response times, disconnected platforms, and inconsistent experiences across digital and physical touchpoints erode trust and hinder accessibility. Solution: 2. Data Security and Compliance: Safeguarding Citizen Trust Challenge: Handling sensitive citizen data requires robust security and strict compliance with regulations like GDPR, CCPA, and other local data privacy laws. Solution: 3. Legacy Systems and Integration: Modernizing Infrastructure Challenge: Legacy systems often limit agility, making it difficult to integrate new technologies and slowing the pace of digital transformation. Solution: 4. Budget Constraints: Implementing Cost-Effective Solutions Challenge: Budget limitations often hinder the adoption of new technologies, especially those requiring significant upfront investment. Solution: 5. Efficient Service Delivery: Streamlining Workflows Challenge: Paper-heavy, bureaucratic processes delay service delivery and frustrate both staff and citizens. Solution: 6. Data-Driven Decision-Making: Analytics for Informed Policies Challenge: Generating actionable insights from vast amounts of data is challenging, affecting policymaking and government efficiency. Solution: 7. Enhancing Collaboration: A Unified Workforce Challenge: Siloed departments hinder collaboration and reduce overall productivity, making it difficult to provide cohesive citizen services. Solution: 8. Real-Time Responsiveness: Meeting Citizen Expectations Challenge: Citizens expect real-time support and proactive communication from government agencies. Delays lead to frustration and diminished trust. Solution: Transforming Government Services with Salesforce Salesforce Commerce Cloud and Salesforce CRM are tailored to address public sector challenges in 2025. By leveraging these tools, government agencies can: Salesforce offers a clear path to a digitally empowered future, enabling government agencies to meet today’s demands while laying the foundation for innovation. Ready to Transform?If your agency is ready to embrace digital transformation, streamline operations, and enhance citizen services, Salesforce can help you get there. Let’s discuss how Salesforce solutions, supported by expert implementation, can drive meaningful change for your organization and your citizens. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI Agents, Tech's Next Big Bet

Business Intelligence and AI

AI in Business Intelligence: Uses, Benefits, and Challenges AI tools are increasingly becoming integral to Business Intelligence (BI) systems, enhancing analytics capabilities and streamlining tasks. In this article, we explore how AI can bring new value to BI processes and what to consider as this integration continues to evolve. AI’s Role in Business Intelligence Business Intelligence tools, such as dashboards and interactive reports, have traditionally focused on analyzing historical and current data to describe business performance—known as descriptive analytics. While valuable, many business users seek more than just a snapshot of past performance. They also want predictive insights (forecasting future trends) and prescriptive guidance (recommendations for action). Historically, implementing these advanced capabilities was challenging due to their complexity, but AI simplifies this process. By leveraging AI’s analytical power and natural language processing (NLP), businesses can move from descriptive to predictive and prescriptive analytics, enabling proactive decision-making. AI-powered BI systems also offer the advantage of real-time data analysis, providing up-to-date insights that help businesses respond quickly to changing conditions. Additionally, AI can automate routine tasks, boosting efficiency across business operations. Benefits of Using AI in BI Initiatives The integration of AI into BI systems brings several key benefits, including: Examples of AI Applications in BI AI’s role in BI is not limited to internal process improvements. It can significantly enhance customer experience (CX) and support business growth. Here are a few examples: Challenges of Implementing AI in BI While the potential for AI in BI is vast, there are several challenges companies must address: Best Practices for Deploying AI in BI To maximize the benefits of AI in BI, companies should follow these best practices: Future Trends to Watch AI is not poised to replace traditional BI tools but to augment them with new capabilities. In the future, we can expect: In conclusion, AI is transforming business intelligence by turning data analysis from a retrospective activity into a forward-looking, real-time process. While challenges remain, such as data governance, ethical concerns, and skill shortages, AI’s potential to enhance BI systems and drive business success is undeniable. By following best practices and staying abreast of industry developments, businesses can harness AI to unlock new opportunities and deliver better insights. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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Simplify Data Management with Salesforce Schema Builder

Simplify Data Management with Salesforce Schema Builder and Tectonic Gone are the days of manually checking and cross-referencing data! Spending hours—or even involving multiple team members—to ensure data accuracy before presenting it to key stakeholders is a thing of the past. Today, Salesforce admins and developers are turning to built-in tools like Schema Builder to streamline data management. This intuitive graphical interface makes it easier to view, edit, and understand data models with confidence. Imagine effortlessly showing stakeholders or new teammates how data flows through your systems. With Schema Builder, you can achieve this and so much more. This powerful Salesforce tool enables you to: Let’s dive into what makes Schema Builder such a game-changer for admins and developers alike! What is Schema Builder in Salesforce? Schema Builder empowers Salesforce admins to easily edit or visualize data models in alignment with business goals. Whether you’re designing new objects, building relationships, or troubleshooting existing models, Schema Builder provides a dedicated space for managing complex data architectures. How to Access Schema Builder Schema Builder is a built-in Salesforce tool and is simple to access: That’s it—you’re ready to begin! Top Features of Schema Builder Schema Builder is an essential tool for managing Salesforce objects and relationships. Here are two standout features that make it invaluable for administrators: 1. Design Flexibility Schema Builder allows admins to easily add components to a schema, such as: This flexibility enables admins to tailor schemas to meet unique business needs, ensuring data is organized for optimal usability. 2. Simplified Object Creation Creating custom objects to store business data is a common task for Salesforce admins. With Schema Builder, these objects can be created quickly and efficiently, saving time and effort. How Does Schema Builder Work? Schema Builder provides an intuitive drag-and-drop interface that simplifies the process of visualizing and editing your Salesforce data model. One of the tool’s greatest advantages is its ability to present your data model without altering the underlying objects and relationships. For example, if you need to onboard a new hire or explain your data architecture to stakeholders, Schema Builder serves as the perfect visual aid. Impact Analysis with Schema Builder Beyond data visualization, Schema Builder supports impact analysis, helping businesses avoid costly mistakes when making changes to their Salesforce setup. For example, Schema Builder can display all object fields within your Salesforce org, giving you a comprehensive view of potential impacts before making adjustments. This feature ensures that workload changes, process updates, and business decisions are based on accurate and complete information. Pros and Cons of Salesforce Schema Builder While Schema Builder offers many benefits, it’s important to be aware of its limitations. Advantages Disadvantages Available in both Salesforce Classic and Lightning. Real-time data modifications can deploy errors if changes aren’t carefully reviewed. Usable by anyone with Customize Application permission. Limited visibility into dependencies between linked fields. Provides real-time updates for Salesforce changes. Potential risk of unintentional changes to critical fields, impacting other departments. Visualizes relationships between Salesforce objects and fields. Drag-and-drop user interface simplifies schema design. Conclusion: Make the Most of Schema Builder with Tectonic At Tectonic, we understand that Salesforce’s tools and technology are constantly evolving. Schema Builder is a prime example of how Salesforce enables admins to: Want to learn more about Salesforce tools that can help your business scale? Let us know! We specialize in helping organizations streamline their Salesforce solutions with innovative tools and strategies. Take Salesforce to the Next Level with Tectonic If you’re ready to extend Salesforce’s capabilities without writing a single line of code, look no further than Tectonic. Our no-code platform integrates seamlessly with Salesforce, empowering your teams to: With Tectonic, you can accelerate project timelines, reduce development costs, and bring processes to market faster—all while improving efficiency and scalability. Contact us today to learn more about how Tectonic can help your organization unlock the full potential of Salesforce. Let’s transform your data workflows into a competitive advantage! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Informed Decision-Making

Informed Decision-Making

Informed Decision-Making Through Data Visualization: Power BI vs. Tableau Today’s businesses need to make informed decisions by leveraging organized and analyzed data. Data visualization is a key method for extracting insights from this data, and Power BI and Tableau are two leading tools that often spark debate among experts. Both are highly regarded for their ability to visualize data, and CTOs frequently compare Power BI vs. Tableau to determine the best fit for their needs. Why Power BI and Tableau Stand OutBoth tools excel at data visualization, making them top choices for business intelligence (BI) solutions. They offer seamless integration with various platforms, can handle large volumes of data, and provide predictive analytics capabilities. To help CTOs and other decision-makers boost efficiency, let’s dive into a comparison of Power BI vs. Tableau and examine how each tool measures up. Power BI Microsoft’s Power BI is a leading BI tool designed to transform data from diverse sources into insightful visual reports. It allows users to create, share, and manage analytical reports, ensuring accessibility at all times. As part of the Microsoft ecosystem, Power BI is ideal for large organizations that already use Microsoft products. Tableau Tableau delivers powerful data visualization with flexible deployment options, allowing users to seamlessly access insights. With its integration into Salesforce Data Cloud, Tableau offers a fast and scalable way to work with customer data in real time. Its strong data-handling capabilities make it popular among larger organizations and data experts. Power BI vs. Tableau: Key Differences Let’s explore the key differences between Power BI and Tableau to guide your informed decision-making. Data Visualization and User Interface Data Integration and Connectivity for Informed Decision-Making Data Handling and Performance Ease of Learning Programming Tools Support Pricing Microsoft Power BI vs. Salesforce Tableau: Pros and Cons Power BI Pros Tableau Pros Which is Better: Power BI or Tableau? When comparing Microsoft Power BI vs. Tableau, the right choice depends on your organization’s size, technical expertise, and specific needs. For smaller businesses and those already using Microsoft tools, Power BI is often the best fit. On the other hand, larger organizations managing substantial datasets might favor Tableau for its advanced capabilities. Ultimately, the decision between Power BI vs. Tableau should be based on your unique business requirements and the level of technical expertise available within your team. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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10 Top AI Jobs in 2025

10 Top AI Jobs in 2025

10 Top AI Jobs in 2025 As we approach 2025, the demand for AI expertise is on the rise. Companies are seeking professionals with a strong background in AI, paired with practical experience. This insight explores 10 of the top AI jobs, the skills they require, and the industries that are driving AI adoption. If you are of the camp worrying about artificial intelligence replacing you, read on to see how you can leverage AI to upskill your career. AI is increasingly becoming an integral part of our lives, influencing various sectors from healthcare and finance to manufacturing, retail, and education. It is automating routine tasks, enhancing user experiences, and improving decision-making processes. AI is transitioning from data centers into everyday devices such as smartphones, IoT devices, and autonomous vehicles, becoming more efficient and safer thanks to advancements in real-time processing, lower latency, and enhanced privacy measures. The ethical use of AI is also at the forefront, emphasizing fairness, transparency, and accountability in AI models and decision-making processes. This proactive approach to ethics contrasts with past technological advancements, where ethical considerations often lagged behind. The rapid growth of AI translates to an increasing number of job opportunities. Below, we discuss the skills sought in AI specialists, the industries adopting AI at a fast pace, and a rundown of the 10 hottest AI jobs for 2025. Top AI Job Skills While many programmers are self-taught, the AI field demands a higher level of expertise. An analysis of 15,000 job postings found that 77% of AI roles require a master’s degree, while only 8% of positions are available to candidates with just a high school diploma. Most job openings call for mid-level experience, with only 12% for entry-level roles. Interestingly, while remote work is common in IT, only 11% of AI jobs offer fully remote positions. Being a successful AI developer requires more than coding skills; proficiency in core AI programming languages (like Python, Java, and R) is essential. Additional skills in communication, digital marketing strategies, effective collaboration, and analytical abilities are also critical. Moreover, a basic understanding of psychology is beneficial for simulating human behavior, and knowledge of AI security, privacy, and ethical practices is increasingly necessary. Industries Embracing AI Certain sectors are rapidly adopting AI technologies, including: 10 Top AI Jobs AI job roles are evolving quickly. Specialists are increasingly in demand over generalists, with a focus on deep knowledge in specific areas. Here are 10 promising AI job roles for 2025, along with their expected salaries based on job postings. As AI continues to evolve, these roles will play a pivotal part in shaping the future of various industries. Preparing for a career in AI requires a combination of technical skills, ethical understanding, and a willingness to adapt to new technologies. As we’ve seen with Salesforce a push for upskilling in artificial intelligence is here. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Cohesity Data Explore

Cohesity has introduced Data Explore, a new feature in its Gaia generative AI platform, aimed at simplifying data search within backups for any employee. The update, launched this week, adds keyword search capabilities and data visualization through topic word clouds, enhancing user access to valuable information. Previously, users could interact with Gaia’s conversational AI interface to ask questions about stored data. Data Explore now extends this by enabling users to browse frequent keywords within data sets and receive search suggestions to help refine their queries. This addition is particularly valuable for users who may not know exactly what to ask when exploring backup data. As part of the update, Gaia’s support for file storage systems has also expanded. Gaia now integrates with both on-premises and cloud-based file servers, such as Dell Technologies’ PowerScale and NetApp systems, in addition to existing support for Microsoft 365 services like Outlook, SharePoint, and OneDrive. This enhanced search functionality reflects a broader trend among backup vendors to deliver greater utility from stored data, according to Simon Robinson of TechTarget’s Enterprise Strategy Group. He noted that tools making data accessible to non-experts bring businesses closer to the goal of actionable insights. “You don’t need to be a corporate librarian to use this stuff,” Robinson said. Data Explore’s semantic indexing, similar to internet search engines, aids users by automatically surfacing keywords, questions, and suggestions, making backup data more searchable and actionable. According to Krista Case, an analyst at Futurum Group, this helps reduce AI hype by grounding Gaia in practical use cases, facilitating faster insights for end users. Since Gaia’s launch as a SaaS add-on for Cohesity Data Cloud, its features have evolved to offer deeper insights beyond simple chatbot interactions. Greg Statton, Cohesity’s VP of AI solutions, shared that the platform aims to be more than a support agent for backup queries. The vision is to provide advanced AI tools that enhance data discovery, flag abnormal events, and reduce alert fatigue, giving IT administrators actionable intelligence that is more contextually aware of their tasks. Ultimately, Cohesity’s Data Explore feature exemplifies generative AI’s potential in unlocking business value from backup data. By making this data accessible and understandable, Cohesity is helping organizations achieve the long-awaited promise of deriving value from stored data – a milestone Robinson believes backup vendors are now on the verge of realizing. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Einstein Conversation Mining

Salesforce Einstein Conversation Mining

What Is Salesforce Einstein Conversation Mining? Imagine truly understanding your customers—knowing what drives their satisfaction, common reasons for support requests, and more. That’s the power of Einstein Conversation Mining (ECM). This AI-powered tool leverages customer interactions—via chats, emails, or calls—to uncover valuable insights. By analyzing these conversations, ECM helps businesses identify patterns, track sentiment, and prioritize what matters most to their customers. Take Your Salesforce Flows to the Next Level Einstein Conversation Mining employs advanced natural language processing (NLP) and machine learning to: Far from being tech for tech’s sake, ECM provides actionable insights that empower service and sales teams to: Key Features and Benefits Einstein Conversation Mining transforms customer conversations into strategic insights. Here’s how: 1. Automatic Call Transcriptions Converts spoken interactions into text, eliminating manual note-taking. These transcripts are analyzed to ensure critical details are captured and actionable. 2. Sentiment Analysis Automatically detects customer emotions (positive, negative, or neutral), enabling teams to address frustrations or identify upsell opportunities. 3. Topic Identification Highlights key topics from interactions, allowing teams to focus on areas of interest or concern and prioritize impactful actions. 4. Actionable Insights Provides AI-driven recommendations for the next steps, enabling more personalized and proactive customer interactions. 5. Trend Analysis Identifies recurring issues or successful strategies, helping teams refine processes and maintain effective practices. 6. Conversation Summarization Generates concise summaries of calls, streamlining the review process and saving time. 7. Customizable Dashboards Tailored reporting ensures teams can focus on the metrics that matter most, driving data-informed decisions. How Does Einstein Conversation Mining Work? Here’s an example of how ECM transforms customer interactions into insights: Scenario: Rescheduling an Appointment Setting Up Einstein Conversation Mining ECM is available on Performance, Unlimited, and Developer Editions of Salesforce. Reporting and Dashboards To generate actionable reports: Considerations and Best Practices Before implementing ECM, keep these in mind: ECM vs. Einstein Conversation Insights (ECI) Why Einstein Conversation Mining Matters In today’s competitive landscape, personalized customer service is critical. Einstein Conversation Mining equips teams to: Despite limitations, ECM’s AI-driven insights enable businesses to work smarter, improve processes, and deliver exceptional customer experiences. Transform Your Customer Interactions Today Embrace Einstein Conversation Mining to turn customer conversations into your greatest asset! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Financial Services Cloud and Core

Financial Services Cloud and Core

Remember When Salesforce First Launched Financial Services Cloud in 2016? The managed package introduced a standardized data model that transformed how banks, credit unions, and implementation partners utilized Salesforce. It was a game-changer! But Salesforce hasn’t stopped innovating. Since 2019, they’ve been enhancing the core platform to meet demands for greater performance and flexibility. Now, in 2024, Salesforce has rolled out its biggest core release yet: Financial Account Management Standard Objects. This strategic update could redefine how financial data is managed within Financial Services Cloud (FSC). Understanding these updates is essential for all FSC users. The introduction of standard objects signals a major shift in the platform. Staying informed ensures that your institution remains innovative and fully leverages Financial Services Cloud. Let’s explore what’s changing and why it matters. 1. A New Era for Financial Accounts Say goodbye to limitations and hello to flexibility! The core platform introduces a modern way to manage financial accounts: The elimination of financial account triggers is a huge win for performance. Salesforce’s new data model is designed to handle real-time integrations, which can be a game-changer for many institutions. But real-time integration isn’t necessary for everyone. Depending on your organization’s needs, you might find that a combination of batch integration, on-demand integration, and data visualization works best. If you’re dealing with slow nightly batch data loads due to financial account triggers, exploring the new standard objects could be the solution to your performance woes. 2. Core Offers Benefits for Everyone 3. The FSC Managed Package is Still Supported Salesforce has reassured customers that the FSC Managed Package will continue to be supported. However, with Core advancements, Salesforce is re-evaluating its long-term strategy to provide more streamlined and scalable solutions. While migration to Core isn’t mandatory, Salesforce’s ongoing focus on this new architecture suggests that aligning with the core platform may offer increasing benefits over time. To stay ahead of the curve and access the latest features, it’s wise to explore the potential advantages of migration. Tectonic can help assess your current environment, weigh the benefits of moving to Core, and develop a strategy that aligns with your business goals. 4. Exciting Core Enhancements Core introduces powerful new features that simplify financial data management, such as: 5. The Future Is Core, and You Need the Right Partner to Chart Your Course Salesforce’s shift toward Core highlights the platform’s future direction. While the managed package remains relevant for now, Core offers a more modern, flexible solution for managing financial data. To make the most of these changes and ensure a smooth transition, partnering with an experienced team like Tectonic is crucial. Transitioning to Core requires careful planning. Here’s a roadmap to guide you: Ready to Explore the Power of Core? Contact Tectonic today to learn how we can help guide your transition to Core and capture the full potential of these new features to drive your business forward. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Connected Vehicles

Connected Vehicles

Revolutionizing the Automotive Industry: Salesforce’s Connected Car App The automotive industry has always been a beacon of innovation, consistently pushing the boundaries to enhance the driving experience. From the iconic Model T and the assembly line to today’s electric and autonomous vehicles, the evolution of automobiles has been driven by an unyielding pursuit of progress. I actually purchased a new-to-me car today, and with the connected vehicle on the horizon I’m kind of glad I’ll be able to upgrade in a couple years. Bluetooth and back up cameras are great. But a car that can tell the dealership to get me on the horn before some automotive calamity occurs? The future is here, my friends. Connected Vehicles for Better Experiences Now, as digital transformation reshapes industries, a new chapter is emerging in automotive innovation: the connected car. Leading this charge is Salesforce, a global powerhouse in customer relationship management (CRM), with the introduction of its groundbreaking Connected Car App, poised to redefine in-car experiences for both drivers and passengers. From my personal buying experience today, the car business could use some customer relationship management! The Future of In-Car Connectivity Salesforce’s Connected Car App is more than just a technological enhancement; it represents a fundamental shift in how we interact with our vehicles. By leveraging Salesforce’s Customer 360 platform, this app creates personalized, engaging experiences that go far beyond traditional automotive features. The Connected Car App is designed to make every journey more intuitive and efficient, offering real-time insights and services tailored to the unique needs of each driver. Whether it’s maintenance alerts, optimized route suggestions based on traffic, or personalized entertainment options, the app transforms the car into a truly smart companion on the road. A GPS feature? I guess I can plan on deleting Waze off my phone in the near future! Powered by Salesforce Customer 360 At the heart of the Connected Car App is Salesforce’s Customer 360 platform, which delivers a comprehensive, 360-degree view of each customer. This integration ensures that the app provides tailored experiences based on a deep understanding of the driver’s preferences, habits, and history. It isn’t going to just know you by a vehicle loan number, a VIN number, or even just an email address. For instance, a driver who frequently takes long road trips might receive customized recommendations for rest stops, dining options, and attractions along their route. Meanwhile, commuters could benefit from real-time updates on traffic, weather, and parking availability. The app’s ability to anticipate and respond to the driver’s needs in real time distinguishes it from traditional in-car systems. I can just hear my car now, advising me it has been one hour since I stopped for coffee, and she’s worried about my sanity. Enhancing Customer Loyalty and Satisfaction with Connected Vehicles The Connected Car App offers significant potential to boost customer loyalty and satisfaction. By delivering a personalized driving experience, automakers can strengthen relationships with customers, transforming each driving journey into an opportunity to build brand loyalty. If Toyota is suddenly going to treat me like Shannan Hearne instead of customer # xxxxx would be ecstatic. Additionally, the app’s capability to collect and analyze data in real time opens new avenues for automakers to engage with their customers. Predictive maintenance reminders, targeted promotions, and special offers are just a few examples of how the app fosters a deeper connection between the brand and the driver. Oh, yeah. My connected vehicle app is DEFINITELY going to be talking to me about changing my oil (I’m not exactly diligent), how great the latest model of Toyota is (I drove a Corolla for 18 years and have also owned a Tacoma, a Tundra, and a Prius), and if it would add coffee coupons I would be golden. A New Era of Automotive Innovation Salesforce’s Connected Car App marks a pivotal moment in the automotive industry’s digital transformation. As vehicles become increasingly connected, the opportunities for innovation are boundless. Salesforce is at the forefront with a solution that not only enhances the driving experience but also empowers automakers to build stronger, more meaningful relationships with their customers. In a world where customer expectations are constantly growing, the Connected Car App is a game-changer. Customers, even car owners, expect their brands to know them and recognize them. By integrating Salesforce’s CRM capabilities directly into vehicles, the app creates a seamless, personalized experience that stands out. As we look ahead, it’s clear that the Connected Car App is just the beginning of an exciting new era of automotive innovation. As a marketer at heart and a technologist by trade, I’m really excited about the potential here. Connected Vehicle: A Unified Digital Foundation Salesforce’s Connected Vehicle platform provides automakers with a unified, intelligent digital foundation, enabling them to reduce development time and roll out features and updates faster than ever before. This platform allows seamless integration of vehicle, Internet of Things (IoT), driver, and retail data from various sources, including AWS IoT FleetWise and Snapdragon® Car-to-Cloud Connected Services Platform, to enhance driver experiences and ensure smooth vehicle operation. Can you imagine a smart app like the Connected Vehicle talking to your loyalty apps for gas stations, convenience stores, and grocery stores? I would be driving down the interstate and the app will tell me there is a Starbucks ahead AND I have a 10% off coupon. Automakers and mobility leaders like Sony Honda Mobility are already exploring the use of Connected Vehicle to deliver better experiences for their customers. The platform’s ability to access and integrate data from any source in near real time allows automakers to personalize driver experiences, in-car offers, and safety upgrades. Why It Matters By 2030, every new vehicle sold will be connected, and the advanced, tech-driven features they provide will be increasingly important to consumers. A recent Salesforce survey revealed that drivers already consider connected features to be nearly as important as a car’s brand. Connected Vehicle accelerates this evolution, enabling automakers to immediately deliver branded, customized experiences tailored to

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Pulse for Salesforce

Pulse for Salesforce

Salesforce Unveils Pulse for Salesforce: Integrating Tableau Analytics with CRM to Revolutionize Data-Driven Decision-Making In today’s data heavy business world, where data-driven decision-making is essential for success, the fusion of advanced analytics with customer relationship management (CRM) systems is more crucial than ever. Addressing this need, Salesforce has introduced Pulse for Salesforce, a groundbreaking tool that integrates Tableau’s powerful analytics directly into the Salesforce CRM environment. Meeting the Demand for Actionable Insights This launch aligns with a broader trend in the business intelligence (BI) market, where companies strive to make data analytics more accessible and actionable for non-technical users. Recent studies indicate that while 80% of business leaders view data as critical to decision-making, nearly one-third feel overwhelmed by the sheer volume of information available. Moreover, 91% of these leaders believe their organizations would significantly benefit from generative AI (Gen AI) technologies. Pulse for Salesforce marks a significant milestone in Salesforce’s ongoing strategy following its $15.7 billion acquisition of Tableau in 2019. Tableau, a leader in data visualization and BI since its founding in 2003, has been central to Salesforce’s mission of enhancing customer data management and analysis. The integration of Tableau’s capabilities within Salesforce’s CRM platform represents a major step forward in providing a comprehensive, data-driven solution. Ryan Aytay, President and CEO of Tableau, on the New Integration “Historically, sales leaders and teams have lacked personalized, accessible data insights in their daily flow of work, and analysts often spend considerable time on ad hoc requests and repetitive queries, slowing down decision-making and business growth,” says Ryan Aytay, CEO of Tableau. “By integrating Tableau Pulse’s AI-driven insights into Salesforce, we’re addressing these needs and enhancing data-driven decision-making to help businesses accelerate growth.” Boosting CRM Productivity with Salesforce’s AI Platform Pulse for Salesforce is built on Salesforce’s Einstein 1 AI Platform and leverages Gen AI to provide contextual metrics and insights directly within the Salesforce interface. This seamless integration streamlines decision-making for sales teams by reducing the need for manual data searches or reliance on analysts for ad-hoc queries. Key Features of Pulse for Salesforce Practical Applications and Data Security A practical application of Pulse for Salesforce is performance monitoring. Sales leaders can track team win rate trends directly from their homepage, quickly identifying areas or individuals needing additional support. Similarly, individual sales representatives can monitor their conversion rates and use natural language queries to analyze data by industry, potentially leading to more targeted sales efforts. The integration also addresses data security concerns, a critical issue in the age of AI-powered analytics. Pulse for Salesforce employs the Einstein Trust Layer, a secure AI architecture built into the Einstein 1 Platform, ensuring that customer data remains protected while benefiting from the advanced capabilities of generative AI. Collaboration Salesforce partnered with key industry players and partners to bring this innovative solution to market. With Pulse for Salesforce, organizations can now fully harness the power of integrated analytics and CRM to drive informed decision-making, enhance productivity, and ultimately accelerate business growth. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce and the Connected Car

Salesforce and the Connected Car

The concept of the Connected Car has been a topic of discussion for years, often accompanied by ambitious predictions from consultants about its market potential. For example, McKinsey in 2021 projected that by 2030, Connected Cars would constitute 95% of all vehicles on the road. Central to the success of these vehicles is data, with each one generating approximately 25 GB of data per hour. That’s a lot of data. Like a whole truckload of data! Salesforce and the Connected Car is uniquely a perfect fit. However, this raises two critical questions. First, do consumers actually understand what a Connected Car is? Second, if they do, are they comfortable sharing their personal data with automakers to enhance their driving experience? In January, Salesforce conducted a study of 2,188 car owners in the U.S., revealing some unsettling insights. A significant portion of drivers—over two-thirds (65%)—are unfamiliar with the concept of a Connected Car. Even more telling, over a third (37%) had never heard the term before. As of now, two-thirds of respondents either don’t have connected features in their cars or are not using them if they do. This includes features like Apple CarPlay and others. Personally, while shopping for a car I look for all those connected bells and whistles. On the flip side, this presents a considerable opportunity for automakers. According to Salesforce’s data, drivers expressed a willingness to pay a premium for advanced features, such as driver assistance, touchscreens, and smartphone integration. When it comes to sharing personal data, however, there’s still work to be done. While over half of respondents (54%) are comfortable with cars collecting data on vehicle diagnostics or seatbelt usage (35%), fewer are okay with data collection on driving speed (34%) or route history (31%). The discomfort grows when it comes to more sensitive data like voice recordings (17%), biometrics (13%), or text messages (12%). There are incentives that could encourage data sharing. For example, over two-thirds of respondents (67%) would be willing to exchange personal data for better insurance rates. Other incentives include advanced driver personalization (43%), such as customized seat and mirror settings, and enhanced personal safety features like real-time health monitoring (36%). Introducing Salesforce Connected Vehicle Salesforce for the Automotive IndustryIn response to these trends, Salesforce has introduced Connected Vehicle, a new application within the Automotive Cloud, alongside new partnerships with Qualcomm and AWS. These innovations aim to help automakers create the cars of the future. According to Salesforce: With a single console and a ready-to-use set of industry-specific, low-code/no-code development tools, Connected Vehicle helps automakers roll out new services and features to drivers faster. It enables bidirectional, over-the-air (OTA) capabilities for data sharing and software updates between the cloud and the vehicle via wireless or cellular networks. Key features for automakers include: Connected Vehicle is available today, with additional features like Connected Vehicle Summary, Interaction Summary, Warranty Summary, and Sales Agreement expected to be generally available in the fall. Why Now? The Connected Car has been around in some form since 2005, but according to Achyut Jajoo, SVP & GM of Automotive at Salesforce, connectivity is just the beginning. He explains: “One big challenge for automakers was that once a car left the factory, it was difficult to update its software or add new capabilities. The car was limited to the features it shipped with, unless you took it back to the dealership. But today, the fundamental architecture of these vehicles is changing. I often describe it as a phone on wheels. With standardized chips and modules, data can now be pushed to the cloud, allowing for real-time control and updates.” This shift means that once a vehicle leaves the factory, its performance and features can evolve over time. This “software-defined vehicle” revolution allows for continuous enhancements and the deployment of new capabilities that weren’t possible before. While connectivity is an essential piece, this software-driven approach is the real game changer. As for Salesforce’s role and its partnerships with AWS and Qualcomm, Jajoo says: “We are known for taking data and creating customer experiences. When we looked at the automotive market, we saw how complicated it is. We heard horror stories and realized that by partnering with other tech powerhouses, we could provide an end-to-end solution. This approach was shaped by our discussions with customers who said they struggled with these challenges and would love for us to collaborate.” Final Thought We may not be close to McKinsey’s 95% prediction quite yet, but the trajectory is clear. With data being central to success—and consumer trust in how that data is used—Salesforce’s collaboration with AWS and Qualcomm seems like a smart move. Apparently I am the ideal customer as I want my vehicle connected! By Tectonic’s Senior Consultant, 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce on AI

Salesforce on AI

Marketing success hinges on delivering consistent, timely, and engaging content. According to the Salesforce State of Marketing report, 78% of high-performing marketers identify data as their most critical asset for creating cohesive customer journeys. Yet, only 49% report having a unified view of customer data sources. This disconnect highlights a significant challenge many marketing teams face in effectively leveraging their data. For organizations already invested in Salesforce, incorporating AI-driven business intelligence (BI) tools offers numerous benefits. These include reduced time to deliver insights, enhanced automation, increased innovation, improved agility, and cost savings. However, realizing these benefits depends on having high-quality data and robust data strategies. This insight explores AI-driven BI from a Salesforce perspective, highlighting its benefits, applications, and future trends. By understanding the potential of AI in BI, organizations can better harness their data to drive success and innovation. The Role of AI in Business Intelligence Integrating AI into BI systems elevates data analysis by offering deeper insights and predictive capabilities. Here’s how AI enhances BI: These examples demonstrate AI’s ability to improve BI systems by enhancing data accuracy, providing real-time insights, and improving forecasting. Salesforce’s AI Capabilities in BI Salesforce’s AI capabilities in BI are embodied in the versatile tool, Salesforce Einstein. Easily integrated with BI, Einstein automates tasks and delivers personalized insights. Companies using Einstein have reported a 20% increase in sales productivity. Here’s how Einstein can be utilized in various scenarios: These examples illustrate how Salesforce’s AI tools, particularly Einstein, can transform BI by automating routine tasks and delivering personalized insights, ultimately driving customer satisfaction and business growth. Future Trends in AI and BI The future of AI and BI promises even more advanced capabilities and innovations. As AI evolves, so too will the tools for BI. Here are some trends expected to emerge in the near future: These trends show that AI and BI are evolving rapidly. Companies that stay ahead of these developments will be well-positioned to leverage AI for greater innovation and efficiency. Next Steps AI-powered BI, especially with Salesforce, is transforming how businesses operate by providing deeper insights and better decision-making capabilities. To stay competitive and foster innovation, organizations must embrace AI. The quest is no longer just to be data-driven. It is to be data-decisioned. Here are some actionable steps: By taking these steps, businesses can fully leverage AI-driven BI and maintain a competitive edge in the fast-evolving digital playinf field of AI. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Leeds and Other Heatmap Solutions

Leeds and Other Heatmap Solutions

With over 80% of people shopping online – and the numbers are bound to rise – it’s important to know how your would-be customers behave on your website: where they click, how they scroll, and what motivates them to take specific actions. Heatmap analytics does it, allowing you to dominate CRO and UX through effective behavior data interpretation. This insight will look at Leeds and Other Heatmap Solutions. Powered by heatmap software and heatmap tools, heatmap analytics can help you convert customers at scale by optimizing their on-site and mobile experience. Make no mistake: the quality of user behavior tracking can make a difference between a closed sale and a bounce. Leads Heatmap Software is an innovative tool that transforms complex lead data into easy-to-understand, color-coded heatmaps within Salesforce CRM. This solution uses advanced data visualization techniques, enabling users to quickly identify high-potential leads. Interactive Heatmaps Leverage dynamic, real-time heatmaps to visualize lead density and quality, making it easier to pinpoint high-potential areas. Real-Time Updates Stay up-to-date with the latest information as heatmaps automatically refresh with new leads or changes to existing data, ensuring you always have the most current view. Enhanced Analytics Dive deeper into lead behavior and trends with comprehensive analytics tools that provide detailed reports and predictive insights. Detailed Lead Profiles Access in-depth lead profiles directly from the heatmap, including contact details, engagement history, and quick shortcuts for a complete view of each lead. Online Chat Integration Interact with leads instantly using integrated online chat, facilitating immediate and personalized communication. All website pages have a purpose, whether that purpose is to drive further clicks, qualify visitors, provide a solution, or even a mix of all of those things. Heatmaps and recorded user sessions allow you to see if your page is serving that purpose or going against it. What Is a Heatmap? Generally speaking, heatmaps are graphical representations of data that highlight value with color. On a website heatmap, the most popular areas are showcased in red (hot) and the least popular are in blue (cold). The colors range on a scale from red to blue. Heatmaps are an excellent method of collecting user behavior data and converting it into a deep analysis of how visitors engage with your website pages. It can analyze: That information will help you identify user trends and key into what should be optimized to up engagement. Setting up website heatmapping software is a great start to refining your website design process and understanding your users. When to Use Heatmaps The truth is that heatmaps can actually be invaluable when testing and optimizing user experiences and conversion opportunities. There are many times you should be using them. Redesigning Your Website Updating, or even upgrading, your website isn’t just a task on your to do list. Careful thought, attention, and creativity should be put into the revamp if you want it to be worth the time and resources. Heatmaps can help with studying your current design to identify what your visitors are engaging with and what they’re ignoring. You’ll be tapped into what makes your visitors tick so that you can build a site meant specifically for your unique audience. Analyzing Webpage Conversions Trying to figure out why certain pages aren’t converting the way you thought they would? Use a heatmap. You’ll be able to identify exactly what’s attracting attention and deduce why. The same goes for buttons and pages that are showing a higher rate of conversion than anticipated. By keying into the design, copy, and other elements that are working for you, you’ll know exactly how to optimize your under-performing webpages. Testing New Updates As your business grows and you develop new ideas, naturally you’ll want to test them. A/B testing allows you to measure and analyze visitor response to a project or design, but you can take it a step further with heatmapping. Leverage the data graph by examining exactly what captures your visitors’ attention. At the end of the testing period, you may be able to pull designs or elements that received high levels of engagement from the page that didn’t perform as well into the successful one. How To Analyze Visually Using the color-coded visualizations, you can read your webpage for engagement levels and attention “hot spots.” Where the map reads red, that’s where visitors are showing the highest points of interactivity. Blue reflects low numbers. You can spot design issues or opportunities to move buttons, forms, and the like with a visual read. Data Points Reviewing raw data tables will give you more specific insights into your page’s performance. You can examine HTML elements and pixel locations of clicks to really understand what’s drawing people in. You can even filter your clicks and views in order of popularity with certain software. This takes the guessing out of your redesign and testing efforts. Tableau has instant, real-time reporting in place for users looking for actionable insights. With smart dashboards and a drag and drop interface, navigating the product is easy. Their cloud storage means omni-channel data access from anywhere. You can perform ad hoc analyses whenever it’s convenient for you. You can also share your reports with anyone to boost business impact. With built in A/B testing and consolidated heatmaps, Freshmarketer puts in the extra effort to plot out visitor interactions. Recorded in real time, you can analyze heatmaps based by device, which the software automatically detects. Offering scrollmaps and click maps, Freshmarketer strives to “go beyond traditional heatmaps.” Looker offers similar services to the other software options listed, but they also supply a unique security management feature to protect your data. Also partnered with Google Cloud, you’ll have access to reporting from anywhere in the world. Primarily a data analysis solution, you’ll have access to other data intelligence and visualization features as well. Hotjar is one of the most popular website analytics software suites, offering free heatmaps for desktop, mobile, and tablet within its basic subscription plan. You can create heatmaps and synergize them with other free features like user session recordings, surveys, and

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