When technical issues occur—such as login problems or a process breakdown—an external support team can be transformative. Instead of burdening your internal team with troubleshooting, outsourcing enables immediate, expert support, resulting in smoother, more efficient operations.
Salesforce Flow Automation offers robust tools to streamline operations, enhance productivity, and improve accuracy. Whether you’re new to Salesforce or refining existing workflows, here are five top tips for maximizing the benefits of Salesforce Flow Automation. 1. Define Clear Objectives Before creating any flows, clearly define your automation goals, whether it’s reducing manual data entry, accelerating approval processes, or ensuring consistent customer follow-ups. Having specific objectives will keep your flow design focused and help you measure the impact of your automation. 2. Leverage Pre-Built Flow Templates Salesforce provides a range of pre-built flow templates tailored to common business needs, saving time and effort. Start with these templates and customize them to suit your unique requirements, allowing you to implement efficient solutions without building from scratch. 3. Optimize Decision Elements Decision elements in Salesforce Flow enable branching logic based on set conditions. Use them to direct the flow according to specific criteria, such as routing different approval paths based on deal value or service type. This targeted approach ensures each scenario is handled effectively. 4. Thoroughly Test Before Deployment Testing is a critical part of the automation process. Before launching a new flow, test it in a sandbox environment to catch any issues. Cover a range of scenarios and edge cases to confirm that the flow works as expected, helping avoid disruptions and ensuring a smooth transition into live use. 5. Monitor and Continuously Improve Automation is an evolving process. After deploying flows, monitor their performance to ensure they’re achieving desired outcomes. Use Salesforce’s reporting tools to track metrics like completion rates and processing times. With this data, you can fine-tune your flows to boost efficiency and adapt to changing business needs. By following these tips, you can unlock the full potential of Salesforce Flow Automation, leading to streamlined processes and better business outcomes. Embrace automation to reduce manual work and keep focus on driving core 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
The Rise of AI-Powered Copilots in the Workplace: The New Age of Office Helpers As more businesses embrace AI tools, the tech world is buzzing with a new kind of office assistant: the AI-powered copilot. These digital sidekicks are here to revolutionize how we interact with information—think of them as the high-tech, caffeine-free version of your office buddy who always knows where the stapler is. Copilots in the Workplace are here. AI-powered copilots use large language models (LLMs) to help users wade through vast amounts of data, often with the grace of a caffeinated librarian. By facilitating conversations instead of requiring precise queries, these tools let you ask for help without needing to channel your inner tech wizard. Hugo Sarrazin, Chief Product and Technology Officer at UKG, points out that many of these AI copilots are essentially “search functions dressed up in a snazzy new outfit.” UKG’s own digital assistant, UKG Bryte, made its debut last November—just in time to help you find out why your vacation request hasn’t been approved yet. These AI assistants offer an enhanced chatbot experience by understanding a wide range of queries through generative AI. Imagine asking your chatbot, “Hey, what’s the deadline for open enrollment?” and getting a response that doesn’t involve translating your question into a techie dialect. “Generative AI isn’t stuck on keywords and rigid queries. It’s like a magic eight ball with a PhD,” Sarrazin explains. Traditional systems often force users through pre-set menus and workflows—kind of like a bureaucratic maze—but copilots let you skip the detours and get straight to the point. With AI copilots, you can ask in plain language and receive useful answers without needing to consult a human. Picture this: an HR chatbot that knows exactly what the per diem is for your conference, or which days you’re free for the next company holiday—like having a personal assistant who never needs a coffee break. Salesforce employees, for instance, are getting a taste of this futuristic help with their Einstein copilot. Since the introduction of Einstein, Salesforce has seen an uptick in productivity and a drop in mundane tasks. Nathalie Scardino, Salesforce’s Chief People Officer, says the company has been working to seamlessly integrate AI tools into daily workflows—because nothing says “we care” like a virtual assistant who understands your workload better than you do. After Salesforce acquired Slack in 2020, the Einstein-powered Slack app launched in February. This tool helps with scheduling, document summarization, and general inquiries, effectively turning your to-do list into a “done” list. Research showed that desk workers spend 41% of their time on tasks that aren’t exactly rocket science, and Einstein is here to tackle those chores. Scardino and Salesforce’s CIO, Juan Perez, have been busy ensuring that AI tools fit perfectly into the company’s workflow. Einstein is also making waves in HR by integrating with Basecamp, Salesforce’s hub for employee info. This integration has answered over 88,000 queries and cut resolution times from two days to just 30 minutes—making it the office hero you didn’t know you needed. “The big win here is bringing all those disparate systems together and making information accessible without needing a PhD,” Scardino quips. “No more hopping between six systems just to find out about your healthcare benefits.” In this brave new world of AI-assisted work, copilots like Einstein are proving that getting the right information quickly is no longer a sci-fi dream. They’re here to make our office lives smoother, smarter, and a little less dependent on those old-fashioned human helpers. 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
Harnessing AI for Enhanced Sales and Service: The Role of Data Organizations are racing to leverage AI to enhance their sales and service experiences. The Role of Data to Harness AI cannot be underestimated. However, great AI solutions rely on quality data. Traditionally, companies have managed structured data—neatly organized into rows and columns, such as customer engagement data from CRM systems. But businesses also hold a wealth of unstructured data in formats like documents, images, audio, and video recordings. This unstructured data can be highly valuable, offering deeper AI insights that are more accurate and comprehensive, grounded in real customer interactions. Yet, many organizations struggle to effectively access, integrate, and utilize their unstructured data to gain a holistic customer view. With advancements in large language models (LLMs) and generative AI, organizations can now bridge this gap. To succeed in the AI era, companies need to develop integrated, federated, intelligent, and actionable solutions across all customer touchpoints while managing complexity. Leveraging Unstructured Data for Superior AI Performance For instance, when a customer seeks help with a recent purchase, they typically start with a company’s chatbot. To ensure a relevant and positive experience, the chatbot must be informed by comprehensive customer data, including recent purchases, warranty details, and past interactions. Additionally, the chatbot should draw on broader company data, such as insights from other customers and internal knowledge base articles. This data can be spread across structured databases and unstructured files, like warranty contracts or knowledge articles. Accessing and utilizing both types of data is crucial for a satisfying interaction. The key to accurate AI responses is augmenting LLMs with both real-time structured and unstructured data from within a company’s systems. An effective approach is Retrieval Augmented Generation (RAG), which combines proprietary data with generative AI to enhance contextuality, timeliness, and relevance. Ensuring Relevance Across Scenarios A unified view of customer data—both structured and unstructured—provides the most relevant information for any situation. For example, financial institutions can leverage this comprehensive data to offer real-time market insights tailored to individual banking needs, providing actionable advice based on current information. Companies are increasingly exploring RAG technology to improve internal processes and deliver precise, up-to-date information to employees. This approach enhances contextual assistance, personalized support, and decision-making efficiency across the organization. The Role of Data to Harness AI Preparing Data for AI: Key Steps By addressing these areas, organizations can harness the full potential of AI, transforming customer interactions and enhancing service efficiency. Talk to Tectonic today if your data is ina disarray. 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
Qwary Enhances Customer Insights with New Salesforce Integration HERNDON, Va., Aug. 13, 2024 /PRNewswire/ — While surveys have long been a staple for gathering customer feedback, data entry often poses a challenge in obtaining comprehensive insights. Qwary’s new Salesforce integration aims to resolve this issue by enabling seamless data transfer and synchronization between the two platforms. This integration allows teams to consolidate customer information into a single hub, providing real-time visibility and enhancing strategic planning and collaboration. Key features include creating email campaigns, importing contacts, mapping survey results, and automating event-based workflows. What Is Qwary’s Salesforce Integration? Qwary’s Salesforce integration is designed to streamline the analysis of Salesforce survey data, offering a more efficient way to understand customer interactions with your brand. By integrating survey feedback with CRM data, this tool helps you quickly adapt your products and services to meet evolving customer needs. It tracks customer journeys, collects feedback, and reveals pain points, enabling you to deliver tailored solutions. Benefits of Using Qwary’s Salesforce Integration Qwary’s integration offers several notable benefits: Automate Feedback Collection The integration automates the feedback collection process by triggering surveys at strategic points in the customer lifecycle. This allows your team to act swiftly to foster engagement and generate leads. Gain Actionable Insights Seamlessly integrating with Salesforce CRM, Qwary scores, analyzes, and enriches customer data, helping your team identify emerging trends and seize opportunities for personalization and customer development. Synchronize Data Automatically With Qwary’s integration, your contact data is consolidated into a single, reliable source of truth. Whether you’re using Salesforce or Qwary, automated data synchronization ensures consistency and provides real-time updates. Collaborate Effectively The integration promotes effective teamwork by sharing data between Salesforce and Qwary, enabling your team to solve problems collaboratively and refine strategies to boost customer retention. Key Capabilities Qwary’s Salesforce integration excels in managing customer feedback, automating workflows, and consolidating contact data: Salesforce Workflow Automation The integration simplifies scheduling and automating survey triggers, eliminating manual processes. Surveys can be initiated via email or following significant events, with responses seamlessly mapped into Salesforce. This creates a comprehensive view of customer behavior, helping your team act on insights, strengthen connections, and enhance satisfaction. Contact Data Importation Qwary facilitates quick access to Salesforce contacts, providing a holistic view of your customer base. The integration streamlines contact data importation and updates, eliminating manual data entry and speeding up data management. Potential Business Impacts By combining automation, synchronization, and data consolidation with a user-friendly interface, Qwary’s Salesforce integration enhances your sales team’s ability to collect and leverage customer feedback. Immediate access to comprehensive consumer insights allows your business to respond promptly to customer needs, improving satisfaction and loyalty. Real-time data aggregation helps your company adapt quickly and refine offerings to exceed customer expectations. Stay Ahead with Qwary’s Salesforce Integration Qwary continuously updates its solutions to meet the evolving needs of businesses focused on customer engagement. Leveraging automation, synchronization, and advanced analytics through an accessible platform, Qwary’s Salesforce integration empowers your team to enhance offerings and connect with customers efficiently. By optimizing the use of survey data and Salesforce feedback, Qwary keeps your business at the forefront of market trends, enabling you to consistently delight your customers. 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
Salesforce Maintenance and Instance Refresh FAQs In addition to the three major releases each year, Salesforce continuously enhances our application infrastructure to better serve our customers. Impact on Salesforce Org During Maintenance. We post scheduled maintenance details on trust.salesforce.com, which provides a forward 12-month view. To minimize the impact of maintenance windows, we have implemented read-only capabilities, allowing customers to view their data even during maintenance. Here are some frequently asked questions about how Salesforce maintenance might affect your org. Please note that actions may be required on your part. Frequently Asked Questions Impact on Salesforce Org During Maintenance 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
AI is undoubtedly a generational change in software, with its full trajectory still unpredictable. There is a perceived divide between the “Haves” and “Have Nots.” Companies like OpenAI, Microsoft, and Databricks are seen as understanding AI’s potential, with Nvidia providing the necessary hardware support. Many hot start-ups are Gen AI native, continuing to attract unicorn valuations. Meanwhile, several SaaS leaders appear to be lagging behind. We say, Everyone Is Implementing AI. Marc Benioff stated in their latest quarterly call: “Now, we’re working with thousands of customers to power generative AI use cases with our Einstein Copilot, our prompt builder, our Einstein Studio, all of which went live in the first quarter. And we’ve closed hundreds of copilot deals since this incredible technology has gone GA. And in just the last few months, we’re seeing Einstein Copilot develop higher levels of capability. We are absolutely delighted and cannot be more excited about the success that we’re seeing with our customers with this great new capability.” Everyone Is Implementing AI However, it remains unclear whether simply adding AI to classic B2B SaaS products accelerates growth. Despite significant investments in AI, companies like Salesforce, Asana, and ZoomInfo are growing at less than 10% annually. The main point is that while “AI Washing” might impress some investors, AI must significantly accelerate revenue growth to achieve more than market parity. It is essential to see how AI can add real value and integrate it effectively. But AI alone may not be a growth accelerant. Everyone Is Implementing AI Recent data from Emergence Capital shows that 60% of VC-backed SaaS companies have already released GenAI features, with another 24% planning to do so. Achieving “AI Parity” is crucial, but simply adding GenAI features may not be disruptive in the B2B space. Companies must go further to stand out, despite the challenges. 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
SUGAR LAND, Texas, Aug. 12, 2024 /PRNewswire/ — AdvoLogix, a leader in legal technology, is excited to announce its groundbreaking Legal Assistant AI, a comprehensive suite of AI tools designed specifically for the legal industry. Law firms face mounting pressure to deliver exceptional client service while managing rising costs and complexities. This innovative solution seamlessly integrates with Salesforce, automating tasks and leveraging the power of AI to streamline law firm operations while ensuring security with its Trust and Safety Layer. Our AI’s Trust and Safety Layer, ensures that law firms can trust our technology to protect sensitive information. AdvoLogix Legal Assistant AI significantly enhances daily workflows with advanced capabilities such as document automation, financial management, client and matter intake, case management, and workflow optimization. Customizable based on unique data sets, these AI agents can be tailored to meet the specific needs of any legal organization. For example, law firms can create AI agents to address the nuanced requirements of particular clients or specialized areas of practice. The AI’s Trust and Safety Layer ensures secure data retrieval, grounding, prompt defense, and compliance, providing law firms with the confidence that their sensitive information is protected. By embedding these tools directly into the Salesforce platform, AdvoLogix delivers a powerful, integrated solution that leverages the power of AI in the context of daily law firm operations. Leveraging SALI Tags for Enhanced Data Management One of the standout features of the AdvoLogix Legal Assistant AI is its integration with the SALI (Standards Advancement for the Legal Industry) taxonomy. By leveraging Salesforce workflows, attorneys can quickly and accurately tag matters with SALI tags, enabling data-driven insights and improved matter management. This seamless integration ensures that valuable data is captured and utilized effectively to inform strategic decisions. Customizable AI Models for Tailored Legal Support AdvoLogix offers fine-tuned AI models specifically trained for legal activities. These models can be easily integrated into Salesforce workflows to automate tasks such as record and document retrieval, document summarization, and system data queries. Additionally, these AI models have the capability to ask and receive answers to general or specific legal questions on any topic, all from the perspective of an attorney. By leveraging the power of AI within the familiar Salesforce environment, legal professionals can focus on higher-value activities while the AI handles routine tasks. Some features are currently available in controlled release. A Commitment to Security and Accuracy “By embedding our AI capabilities into Salesforce workflows, we’ve developed a robust solution that allows legal professionals to benefit from AI services that are safe and highly efficient during normal work activities. Our AI’s Trust and Safety Layer, featuring secure data retrieval, grounding, prompt defense, and more, ensures that law firms can trust our technology to protect sensitive information. This focus on security, accuracy, and compliance is crucial for modern legal practices,” said Jonathan Reed, CEO of AdvoLogix. Experience the Future of Legal AI at ILTACON 2024 Visit AdvoLogix at Booth #346 to see live demonstrations of our Legal Assistant AI capabilities and discover how they can transform your firm’s operational efficiency. Our experts will be available to answer your questions and provide tailored insights into how our AI solutions can enhance your legal workflows and financial management. About AdvoLogix Founded in 2006, AdvoLogix is a premier provider of AI-driven technology solutions, helping businesses in the legal technology sector and beyond streamline operations, reduce costs, and improve productivity. With a broad range of native integrations that seamlessly integrate with Salesforce, AdvoLogix delivers measurable gains in productivity and efficiency. For more information, visit www.advologix.com and follow AdvoLogix on LinkedIn @AdvoLogix. Media Contact:Marketing [email protected] 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
Salesforce Text Messaging: Boost Customer Engagement Directly from Your CRM In this insight, we’ll explore why Salesforce SMS is a powerful tool for your business, how to make your SMS campaigns stand out, and how to send messages through Salesforce with minimal technical complexity. Salesforce Text Messaging. What is Salesforce Text Messaging? Salesforce SMS is a feature that enables users to send SMS messages directly from Salesforce. By integrating SMS with Salesforce, businesses can communicate efficiently with their customers, enhancing engagement and streamlining operations. Benefits and Use Cases of Salesforce SMS Effective customer engagement is crucial for every business, and Salesforce SMS offers an efficient way to connect with your audience. Here are some of the top advantages: 1. Enhanced Customer Engagement SMS boasts a 99% open rate, making it one of the most effective communication channels. Salesforce SMS helps businesses: 2. Real-Time Communication Timely communication is essential in customer service. Salesforce SMS enables businesses to send relevant, real-time information such as: 3. Automation and Efficiency Salesforce SMS allows for automated messaging, saving time and reducing errors. Benefits include: 4. Personalized SMS Messaging Leverage customer data in Salesforce to create personalized, targeted messages that resonate with recipients. Use Salesforce SMS to: 5. Employee Ease of Use Integrating SMS into Salesforce means employees can manage communication through a familiar platform. Benefits include: Additional Advantages of SMS in Salesforce Best Practices for Salesforce SMS Campaigns To ensure successful SMS campaigns, follow these best practices: 1. Obtain Explicit Consent It’s important to get clear consent from customers before sending SMS messages. This builds trust and ensures compliance with regulations like TCPA in the U.S. and GDPR in the EU. 2. Make Opt-in Easy Simplify the process for customers to opt-in and clarify the types and frequency of messages they will receive. 3. Provide Opt-out Options Make it easy for customers to unsubscribe at any time to maintain trust. 4. Use Clear Calls to Action (CTA) Each SMS should guide the recipient on what to do next, using actionable language such as “Click here” or “Buy now” to prompt immediate responses. 5. Monitor and Analyze Performance Regularly assess the success of your campaigns by tracking key metrics like open rates and opt-outs. Use A/B testing to optimize performance and customer feedback to refine your approach. LINK Mobility Integration with Salesforce SMS LINK Mobility‘s SMS integration (one Salesforce SMS tool) enhances your Salesforce SMS campaigns with powerful features: Enhance Customer Engagement and Efficiency with Salesforce SMS Salesforce SMS enables businesses to engage customers in real-time, enhancing relationships and operational efficiency. Whether sending order updates, appointment reminders, or personalized promotions, Salesforce SMS creates a strong foundation for meaningful communication with your customer base. Need help with Salesforce SMS? If you’re looking for assistance in configuring SMS within Salesforce or need expert guidance, Tectonic is here to help you maximize the benefits of SMS integration for your business. Contact us today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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
According to Gartner®, by 2028, 75% of enterprises will view the backup of SaaS applications as a critical necessity, up from just 15% in 2024. Salesforce, a key CRM tool for many of the world’s largest organizations, plays a pivotal role in driving business operations and accelerating revenue growth. Given its central role as the single source of truth for many financial applications, Salesforce users must safeguard against costly downtime caused by accidental errors or cyber events, which can have a cascading impact on interconnected systems. To support these organizations, Rubrik is launching Salesforce Data Protection. Rubrik’s Data Protection Capabilities The new Salesforce Data Protection solution by Rubrik leverages robust security features from Rubrik Security Cloud—a unified platform that integrates data protection across SaaS, cloud, and on-premises environments. This advanced offering builds on Rubrik’s existing data protection solutions for SaaS tools like M365 and Jira. Key Features of Rubrik’s Salesforce Data Protection: Rubrik’s Salesforce Data Protection is now available on the AppExchange and will be showcased at Dreamforce 2024, scheduled for September 17-19 in San Francisco. 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
AI Strategy and Tectonic Recent advancements in artificial intelligence (AI) have showcased the immense potential of this technology to transform both business and society. However, as organizations scale AI systems, they must ensure these systems are structured and governed responsibly to prevent bias and errors. The widespread use of AI can have significant implications, and without proper safeguards, businesses risk costly outcomes. As your organization leverages diverse datasets to apply machine learning and automate workflows, it’s critical to implement strong guardrails to maintain data quality, ensure compliance, and promote transparency within AI systems. Tectonic is here to help you implement AI responsibly, focusing on areas where it can quickly and ethically deliver real business benefits. Our comprehensive portfolio of enterprise-grade AI products and analytics solutions is designed to minimize the challenges of AI adoption, establish a solid data foundation, and optimize for positive outcomes while ensuring responsible AI use. Global enterprises turn to Tectonic as a trusted partner in their AI transformation journeys. As a leading AI consulting firm, we enhance the value of AI and cloud technologies in driving business transformation. By working with our own advanced AI technologies and an open ecosystem of partners, we deliver AI models on any cloud, all guided by the principles of ethics and trust. 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
The Role of APIs in Modern Software Development APIs (Application Programming Interfaces) are central to modern software development, enabling teams to integrate external features into their products, including advanced third-party AI systems. For instance, you can use an API to allow users to generate 3D models from prompts on MatchboxXR. The Rise of AI-Powered Applications Many startups focus exclusively on AI, but often they are essentially wrappers around existing technologies like ChatGPT. These applications provide specialized user interfaces for interacting with OpenAI’s GPT models rather than developing new AI from scratch. Some branding might make it seem like they’re creating groundbreaking technology, when in reality, they’re leveraging pre-built AI solutions. Solopreneur-Driven Wrappers Large Language Models (LLMs) enable individuals and small teams to create lightweight apps and websites with AI features quickly. A quick search on Reddit reveals numerous small-scale startups offering: Such features can often be built using ChatGPT or Gemini within minutes for free. Well-Funded Ventures Larger operations invest heavily in polished platforms but may allocate significant budgets to marketing and design. This raises questions about whether these ventures are also just sophisticated wrappers. Examples include: While these products offer interesting functionalities, they often rely on APIs to interact with LLMs, which brings its own set of challenges. The Impact of AI-First, API-Second Approaches Design Considerations Looking Ahead Developer Experience: As AI technologies like LLMs become mainstream, focusing on developer experience (DevEx) will be crucial. Good DevEx involves well-structured schemas, flexible functions, up-to-date documentation, and ample testing data. Future Trends: The future of AI will likely involve more integrations. Imagine: AI is powerful, but the real innovation lies in integrating hardware, data, and interactions effectively. 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
One of the most significant use cases for generative AI in business is customer service and support. Most of us have likely experienced the frustration of dealing with traditional automated systems. However, today’s advanced AI, powered by large language models and natural language chatbots, is rapidly improving these interactions. While many still prefer human agents for complex or sensitive issues, AI is proving highly capable of handling routine inquiries efficiently. Here’s an overview of some of the top AI-powered tools for automating customer service. Although the human element will always be essential in customer experience, these tools free up human agents from repetitive tasks, allowing them to focus on more complex challenges requiring empathy and creativity. Cognigy Cognigy is an AI platform designed to automate customer service voice and chat channels. It goes beyond simply reading FAQ responses by delivering personalized, context-sensitive answers in multiple languages. Cognigy’s AI Copilot feature enhances human contact center workers by offering real-time AI assistance during interactions, making both fully automated and human-augmented support possible. IBM WatsonX Assistant IBM’s WatsonX Assistant helps businesses create AI-powered personal assistants to streamline tasks, including customer support. With its drag-and-drop configuration, companies can set up seamless self-service experiences. The platform uses retrieval-augmented generation (RAG) to ensure that responses are accurate and up-to-date, continuously improving as it learns from customer interactions. Salesforce Einstein Service Cloud Einstein Service Cloud, part of the Salesforce platform, automates routine and complex customer service tasks. Its AI-powered Agentforce bots manage “low-touch” interactions, while “high-touch” cases are overseen by human agents supported by AI. Fully customizable, Einstein ensures that responses align with your brand’s tone and voice, all while leveraging enterprise data securely. Zendesk AI Zendesk, a leader in customer support, integrates generative AI to boost its service offerings. By using machine learning and natural language processing, Zendesk understands customer sentiment and intent, generates personalized responses, and automatically routes inquiries to the most suitable agent—be it human or machine. It also provides human agents with real-time guidance on resolving issues efficiently. Ada Ada is a conversational AI platform built for large-scale customer service automation. Its no-code interface allows businesses to create custom bots, reducing the cost of handling inquiries by up to 78% per ticket. By integrating domain-specific data, Ada helps improve both support efficiency and customer experience across omnichannel support environments. More AI Tools for Customer Service There are numerous other AI tools designed to enhance automated customer support: While AI tools are transforming customer service, the key lies in using them to complement human agents, allowing for a balance of efficiency and personalized care. 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
Ask ten small and midsize business (SMB) owners to define a customer relationship management (CRM) system, and you’ll likely receive ten different answers. For some, a CRM supports their sales process; for others, it measures sales or stores customer histories. However, the true value of a CRM lies beyond these basic functions, according to Adam Alfano, EVP of Small Business Sales at Salesforce. “Unlocking the real enterprise value comes when the CRM becomes a front office platform that leverages one of your business’s most valuable assets—your data,” Alfano explains. An effective CRM with comprehensive capabilities helps your front office team, those interacting directly with customers, serve clients more efficiently. It also aids sales teams in automating and refining their processes. By understanding the full potential of today’s CRM solutions, you can harness data to: These elements can lead to transformative results for your business. Here’s how: Building a Solid Data Foundation Most business leaders acknowledge the importance of data, but making meaningful use of it can be challenging. According to a global AWS survey, over half (53 percent) of SMBs are unsure what insights their data could reveal. A common problem is data siloing, where information is scattered across different platforms, making it difficult to gain a comprehensive view and derive actionable insights. The most valuable CRMs integrate back-office and front-office processes, providing a unified platform. Salesforce CRM, powered by Salesforce’s Data Cloud, connects all your CRM data and integrates other data sources, eliminating silos that hinder productivity and growth. “When all your data is centralized, your employees can deliver better customer experiences with a unified view of customers and business,” Alfano says. Quick Wins with AI A 2024 survey by Inc. and Salesforce reveals that 91 percent of CEOs are optimistic about AI’s potential. However, impactful AI applications don’t need to be complex or grand. Alfano suggests starting with simple AI applications to boost efficiency. “Successful companies often create a checklist of tasks they can automate,” Alfano notes. Identify friction points and repetitive tasks that can be automated. A robust CRM will include integrated AI to handle functions such as: By automating routine tasks, salespeople can focus on more strategic activities, like engaging with customers and having value-driven conversations. Salesforce’s Sales Cloud, for instance, features AI technology that includes predictive AI for accurate forecasting and recommendations on the “next best action” to close deals and build relationships. Partnering for Success The most successful CRM implementations involve stakeholders from across the organization, along with gathering feedback from employees and customers to refine processes and explore new use cases. Choosing a technology provider that acts as a true partner is also crucial. They should offer guidance on leveraging the platform to achieve your goals. With the right CRM, SMBs can operate more efficiently, boost sales, enhance customer and employee experiences, and compete effectively with larger enterprises. “You can accomplish more with fewer resources and scale your processes without needing a larger workforce,” Alfano explains. “SMBs are already demonstrating impressive competitive and operational capabilities, largely due to these advanced tools.” 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
Salesforce Enhances Nonprofit Cloud with AI and Data Tools Salesforce has introduced new artificial intelligence (AI) and data capabilities to its Nonprofit Cloud, aimed at helping organizations boost efficiency, personalize donor engagement, and increase funding. Learn how Salesforce Enhances Nonprofit Cloud. Among the new features are AI tools that generate personalized gift proposals and concise summaries of program success, grant details, donor histories, and more. Additionally, Salesforce announced the launch of Data Cloud for Nonprofits, which unifies and harmonizes data to provide a comprehensive view of donors, volunteers, and program participants. Key new features include: “Every nonprofit strives to deliver the best experience for donors, volunteers, board members, staff, and, most importantly, the people and causes they serve. However, they often face the challenge of doing more with limited resources,” said Lori Freeman, Vice President and Global General Manager of Nonprofit at Salesforce. “With industry-specific AI and data tools, Salesforce empowers nonprofits to enhance productivity by augmenting staff with AI, use data more effectively to build deeper relationships with stakeholders, and ultimately raise the funds needed to fulfill their mission.” 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
