Data Archives - gettectonic.com - Page 73
Salesforce Einstein Vision
16Jul

Salesforce Einstein Vision

Einstein Vision: Enhancing Document Personalization with AI Introduction to Einstein Vision Harness the power of artificial intelligence (AI) to personalize documents with Salesforce Einstein Vision. The latest updates allow you to extract structured data from custom forms and invoices using Einstein OCR (beta), revolutionizing how you handle and process documents. Extract Data from Custom Forms with Einstein OCR (Beta) Einstein OCR (Optical Character Recognition) now enables rapid data extraction from custom forms such as insurance, mortgage, and healthcare documents into Salesforce records. The OCR model analyzes the layout and content of your custom forms, extracting values based on user-defined fields. Extract Data from Invoices with Einstein OCR (Beta) Similarly, Einstein OCR can quickly extract structured data from invoices, converting it into Salesforce records. The OCR model identifies and extracts values from predefined fields such as invoice number, date, due date, purchase order, total amount, total tax amount, and amount due. New Capabilities in Einstein OCR What is Einstein Vision? Einstein Vision, part of the Einstein Platform, is more than just a tool for recognizing images. It combines ease of use with powerful technology to enable innovative use cases in various Salesforce Clouds. Einstein Vision includes functionalities like Image Classification, Object Detection, and OCR, each with distinct capabilities. Setting Up Einstein Vision Applications of Einstein Vision Einstein Vision is applicable across various Salesforce Clouds: Conclusion Einstein Vision simplifies and enhances document processing and image analysis. By focusing on defining clear use cases and maintaining high data quality, you can unlock the full potential of Einstein Vision. Embrace AI to streamline your workflows and drive creative solutions in your Salesforce environment. Content updated February 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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July 16, 2020in Salesforce Einstein
Salesforce
10Jul

Salesforce Platform Explained

The Salesforce Platform, formerly known as Force.com, serves as the foundational framework that spans the Sales and Service Clouds, offering robust capabilities for tailoring standard Salesforce products. Within this platform, you have the flexibility to construct custom data tables using custom objects, initiate automation through Flow, and design personalized user interfaces utilizing the Lightning App Builder. Salesforce is a CRM platform and also a centralized platform for managing customer accounts, sales leads, activities, customer support cases, and more. Users can access Salesforce through a web browser, mobile app, or desktop application. Salesforce provides users comprehensive tools to manage customer data, automate processes, analyze data and insights, and create personalized customer experiences. Salesforce also offers a variety of solutions for customer service, marketing automation, commerce, app development, and more. For those seeking a wholly unique experience, the option to acquire Salesforce Platform licenses, considerably more economical than, for instance, Sales Cloud licenses, allows you to develop entirely customized applications on the Salesforce platform. What is Salesforce used for? Salesforce is used for streamlining sales, service, and marketing activities via industry-specific products. With seamless software integration. It offers solutions for various needs such as Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, Field Services, CPQ and Billing etc. Is the Salesforce platform just CRM? Salesforce has completely changed the idea of traditional CRM. It merged all the features of a traditional CRM with a bunch of new unique tools and capabilities. Thus offering its users MUCH more than ever before. Top Salesforce customers in the USA are U.S. Bank, Amazon Web Services, American Express, Walmart, and T-Mobile. Overall, more than 59% of Salesforce clients come from the USA, as for the end of 2022. Salesforce Platform Pricing – click here. The Salesforce Platform is now Einstein 1. The bold new future of enterprise AI requires a new type of platform. One that can handle terabytes of disconnected data, have the freedom to choose your AI models, and connect directly into the flow of work, all while maintaining customer trust. The Einstein 1 Platform unifies your data, AI, CRM, development, and security into a single, comprehensive platform. It empowers IT, admins, and developers with an extensible AI platform, facilitating fast development of generative apps and automation. Accelerate development and maximize your developers and admins time across workflows, app customization and configurations. Keep your data safe and sound by securing your Salesforce org with Salesforce’s portfolio of security and privacy products. Activate all your customer data across Salesforce applications at every touch point using relevant insights and contextual data in the flow of work. Content updated December 2023. 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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July 10, 2020in Data, Einstein 1 Platform, Enterprise, Marketing Automation, Salesforce, Salesforce Development Services
Summary Formulas and Row Level Formulas
22Apr

Summary Formulas and Row Level Formulas

Salesforce report formulas serve various purposes, from grouping records to performing calculations and comparing data. In the Salesforce Report Builder, you’ll encounter two distinct types of formulas: Summary Formulas and Row-Level Formulas. Although they may sound similar, they serve different functions. Summary Formulas operate across multiple records, displaying their results at the bottom of a column. Conversely, Row-Level Formulas pertain to a single record and display their results directly on the corresponding row. Let’s dip into examples of both Row-Level and Summary Formulas to understand their applications in Salesforce reports. Example 1: Total Opportunity Amount Suppose your boss requests a report showing the total Opportunity Amount broken down by Country. In this scenario, you wouldn’t require a Summary Formula field. Instead, simply select the Opportunity Amount field and check the SUM checkbox. If you include a grouping based on Country, the report will automatically generate a summary line. Example 2: Average Monthly Case Volume for a Specific Product Now, imagine the support team asks for a report indicating the monthly average of Cases for a specific Product over the past year. Here, you’d utilize a Summary Formula. Ensure the Product field is set as a ‘Group By Row’ field, then select Summary Formula from the Columns drop-down. Create the formula by dividing the Record Count by 12 (the number of months in a year), and assign a column name, such as “Monthly Avg Cases.” Example 3: Checking Field Value Matches For another scenario, let’s say you’re tasked with verifying that at the Case level, the Billing State matches the Shipping State of the associated Account. With Row-Level formulas, you can accomplish this without creating a new field. Add a Row-Level Formula from the Columns drop-down, then create an IF statement comparing the Billing State to the Shipping State, resulting in either 0 (not matching) or 1 (matching). It’s valuable to note some considerations regarding Row-Level formulas, such as the limitation of one Row-Level formula per report and a maximum of five referenced fields. Additionally, Row-Level formulas cannot be used for cross-filters or buckets. Refer to Salesforce documentation for more details on restrictions. In conclusion, understanding the distinction between Row-Level and Summary Formulas empowers you to leverage the appropriate formula type effectively in Salesforce reports, optimizing your data analysis and decision-making processes. 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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April 22, 2020in Salesforce, Salesforce Development Services, Salesforce Optimization
Salesforce Quickstart
03Feb

Salesforce Quickstarts Explained

What is a Salesforce Quickstart? Salesforce Quickstarts are great for individual departments or small sales & customer service teams who want to get the most out of their Salesforce investment from day one. Tectonic refers to these as Salesforce Implementation Solutions. Small to medium-sized businesses who are looking for quick deployment and want to get started with Salesforce as soon as possible benefit greatly from Salesforce quickstarts. Quickstart packages have also been called Salesforce Jumpstarts, a program to help businesses quickly and efficiently implement Salesforce. In either case, these programs are an all-in-one solution including everything from initial setup and configuration to training and support. What is a Salesforce Quickstart Package from Tectonic? A Salesforce Quickstart Package is a streamlined implementation process designed for companies seeking swift implementation of Salesforce. This limited engagement focuses on crucial planning, decision-making, standard and custom configurations, and essential user and admin training. It is tailored for small to medium-sized businesses aiming for a prompt Salesforce deployment, covering sales, marketing, service, and more. A QuickStart Implementation is the fastest way to get your organization using Salesforce. It is a limited engagement that provides immediate benefits and a foundation for future digital transformation. Key Benefits What you’ll receive .Partner Assistance in Implementing Salesforce with Quickstart A Salesforce consulting partner, like Tectonic, can assist in assessing needs, configuring Quickstart packages, providing training and support, adopting best practices, and optimizing the Salesforce environment. Tectonic offers ready-to-launch Quickstart packages and Accelerators, ensuring faster system fulfillment, cost reduction, secure scaling, and enhanced customer experience. How do I use trailhead to learn Salesforce after a quickstart? In Trailhead, learning topics are broken down into modules and each module contains units. At the end of a unit, you’ll complete a quiz or hands-on challenge that will earn you points. Once you’ve completed all the units in a module, you’ll get a badge that is displayed on your profile.  Salesforce Trailhead is your first, free choice for Salesforce training.  Trailhead is a fantastic learning platform for new Trailblazers coming into the Salesforce ecosystem and existing Salesforce professionals who want to improve their skills and knowledge. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Content updated April 2024. 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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February 3, 2020in Data, Salesforce, Salesforce Service Cloud
Salesforce Big Data and Travel and Hospitality
06Jan

Important Characteristics to Look for in a Salesforce Partner

There are some important characteristics of a Salesforce partner to look for Salesforce consulting and integration partners as well as digital services agencies drive significant results fast by managing the development, coding, configuration, user training, and integration of Salesforce products within your operating systems. Some of the important characteristics of a Salesforce partner to look for are outlined in this insight. These partners bring industry expertise and can help you and your employees customize Salesforce according to your unique business needs. It’s no surprise that these experts are in high demand! More than 170,000 certified individuals are ready to bring you strategic guidance and the very best technical skill sets. Salesforce partners undergo a comprehensive verification and credentialing process to ensure they’re providing the most trusted technology and services to customers. Salesforce consulting partners, for example, are defined by distinct levels of expertise via their Partner Navigator credentials. Navigator lets you evaluate partners based on three aspects of implementation experience, which combine into a measure of expertise that is Salesforce-validated and verified on the AppExchange. Consulting partners tailor Salesforce solutions to unique business needs, from initial setup to ongoing optimization. They provide comprehensive support, training, and strategic guidance for a seamless Salesforce experience. A Salesforce consulting partner is a company authorized by Salesforce to develop and provide custom solutions, as well as project implementations and integrations. These companies are trained to lead the innovation phase and help companies connect with their customers in new ways. 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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January 6, 2020in Data, Salesforce, Salesforce Development Services, Salesforce Implementation Services, Salesforce Managed Services, Technology
salesforce integrations
14Oct

Salesforce Integrations

How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity to marketing to collaboration and beyond, now you can connect your Salesforce to the other tools you need to run your business. MuleSoft is Salesforce’s integration and automation technology and offers connectivity solutions for all of your apps. Learn more about Salesforce integrations. Streamline your team’s workflow and increase productivity by syncing G Suite by Google Cloud with Salesforce. Increase team collaboration and efficiency with the Slack and Salesforce integration. Increase sales while generating accurate financial data by integrating Quickbooks and Salesforce. Make it easier to manage email lists and contact records by connecting directly MailChimp to Salesforce. Target and engage the right buyers and save valuable time with the LinkedIn and Salesforce integration. Connect DocuSign to Salesforce and send, sign and track agreements and approvals on any device. Integrate Jira and Salesforce and make it easier to monitor the progress of your projects. Use the HelloSign integration to simplify the process for preparing and tracking e-signature documents. Build customer apps lightning fast, with the Salesforce and CodeScience integration. Connect ActiveCampaign and Salesforce to accelerate business growth with automated one to one experiences that connect across all channels and through the entire customer lifecycle. Sync documents to keep files updated and organized, with the Dropbox and Salesforce integration. This is just the beginning of the ways that integrating Salesforce with your other systems can increase employee productivity, automate data transfer, reduce human error, and make everyone happier. If you have questions about integrating your systems with Salesforce, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 14, 2019in Data, Google, Mulesoft, Salesforce, Salesforce Development Services, Salesforce Slack, Technology, Third Party Apps
09Oct

Box and Salesforce Integration

What is Box and Salesforce integration? Together, Box and Salesforce integration bring you seamless solutions that make it easy for teams to securely collaborate on the most critical content in Box, without leaving Salesforce. It easily connects with other Apps to share and store the data. Box allows users to create, edit, update, and share files/folders with Salesforce. It has a highly secured authentication process and a customizable user permission to access the files/folders. Your teams and customers expect amazing digital experiences, no matter what tools they use — which means you must deliver a consistent content experience across every app. Together, Box and Salesforce bring you seamlessly integrated solutions. The result? Better customer engagements, faster resolution on support cases, and seamless signatures so organizations can quickly go from quote to cash. Content is at the core of business today — and a driving force for your sales teams. Our integration empowers sales reps to collaborate on content directly in Salesforce, while your organization’s documents are centralized in Box to streamline processes, engage customers, and accelerate sales cycles. With Box for Salesforce, account teams can easily and securely access and share relevant files from any device, no matter if they’re at home, in the office, or out in the field. 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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October 9, 2019in Data, Google, Salesforce, Salesforce Managed Services
Salesforce Contact Key
16Sep

What is the Contact Key in Salesforce?

The contact key in Salesforce, also known as a subscriber key, is a unique identifier for a contact in Marketing Cloud MobilePush. Use this value to associate cross-channel addresses and subscriptions for a single contact. You can use the same key for a contact across multiple channels, such as email, SMS, and push messaging. What are contact keys? An immutable object that stores information about a single contact, such as the contact’s first name, phone numbers, and addresses. What is a Salesforce Subscriber key? A subscriber key is a text field that contains a value that uniquely identifies a subscriber in your Marketing Cloud account. A subscriber key is limited to 254 English characters. Avoid using email addresses as subscriber keys. What is the difference between subscriber key and contact key? This key is used to identify a single person across multiple channels inside of Marketing Cloud. In Email Studio, that key is called the “Subscriber Key”. In other channels, such as Mobile Connect or Mobile Push, that value is called “Contact Key”. What is the difference between contacts and subscribers? A subscriber in SFMC primarily represents an individual’s email communication preferences and is associated with email campaigns, while a contact represents a broader customer profile that includes information beyond email, allowing you to engage with customers across various channels. What is the difference between contact ID and contact key? The Contact Key gives you this ability and consistence. Existence of the contact key gives you the consistence of sending messages thru multiple channels and identify your contacts. Email and Text Message channels in our case. Contact ID is a unique number for your contacts in Salesforce Marketing Cloud. What is a subscriber key in Marketing Cloud? A subscriber is a person who has opted to receive communications from your organization. You can track information about subscribers using profile and preference attributes. Use the subscriber key to identify your subscribers in Marketing Cloud. Create lists or data extensions to store your subscribers. What is the difference between contact and subscriber in Marketing Cloud? Key Differences: Purpose: Contacts store customer data and facilitate segmentation and personalization efforts. Subscribers represent individuals who have subscribed to receive communications from your organization. Primary key is  a column or set of columns that uniquely identifies the record in the table. When a primary key is defined using multiple columns, the data from each column is used to determine whether a record/row is unique. 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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September 16, 2019in Data, Salesforce, Salesforce Marketing Cloud
Salesforce Document Generation
18Jul

Generating Documents in Salesforce

Salesforce document generation poses a challenge for businesses, given the intricacies of integration involved. Fortunately, a variety of tools are available for generating documents in Salesforce, and Tectonic is well-equipped to assist in their successful implementation. Salesforce Industries Document Generation empowers businesses to craft and manage accurate documents linked to standard Salesforce objects, encompassing contracts, opportunities, orders, quotes, and custom objects. For a more dynamic approach, Salesforce OmniStudio Document Generation facilitates the creation of documents using Microsoft Word and Microsoft PowerPoint templates. These templates can incorporate values from any JSON-based data within the text, including data sourced from various Salesforce objects. This versatile tool enables the generation of contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more. Salesforce Industries Document Generation seamlessly integrates with Vlocity Insurance, Vlocity Health, communications, media, energy, utilities, government, and beyond. Vlocity Analytics, another valuable component, offers pre-built measurement tools that seamlessly integrate with Salesforce Reports, Dashboards, and Einstein. The Salesforce AppExchange boasts an extensive array of over 200 document generation tools. Your Salesforce partner can assist in selecting, installing, and implementing the most suitable options based on your business requirements. With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, job offers, service agreements, and so on. You can generate documents using the specified sample client-side or server-side OmniScripts. You can also create your own OmniScripts by cloning and customizing the sample OmniScript to generate documents. Client-Side document generation is a synchronous process that results in a downloadable preview of the generated documents. You can generate documents from Microsoft Word (.docx), Microsoft PowerPoint (.pptx), and Web templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object. You can optionally convert the resulting documents to .pdf format. Server-Side document generation is available in both the OmniStudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that’s best for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it’s generated. You can use Apex Classes, sample Integration Procedures, or a sample OmniScript to generate documents. Client-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using client-side OmniScripts. Server-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using the singleDocxServersideLwc server-side OmniScript. With the right licenses, Document Generation is available in the Salesforce Industries package. Metering measures resource utilization levels and throttling controls resource access and use based on defined rules. Metering measures the number of server-side documents that are generated by an org hourly and daily. The default hourly and daily limits for processing server-side document generation requests are 1,000 per org and 24,000 per org respectively. Throttling maintains consistency and resilience of the server-side document generation service by managing incoming server-side document generation requests from multiple orgs. Throttling can also prevent service degradation caused by high volume of requests at peak hours by blocking requests that exceed the default limits. The request details are saved in the Document Generation Processes entity. You can retrieve the blocked requests and later retry the server-side document generation. No matter what your specific document generation needs, Tectonic simplifies the process of getting your system up and running seamlessly, whether it’s through Salesforce Quickstarts or comprehensive implementation services. Content updated in 2022. 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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July 18, 2019in Data, Hyperforce, Salesforce, Salesforce Sales Cloud, Salesforce Service Cloud
CRM analytics
09Jul

What is the definition of a CRM?

Customer relationship management (definition of a CRM) is a set of integrated, data-driven software solutions that help manage, track, and store information related to your company’s current and potential customers. What is CRM Software? Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. What is the basic idea of CRM? CRM is the strategy you put in place to manage all your company’s relationships and interactions with both customers and potential customers. The term also refers to the systems and processes you use to help you do that. Managed well, CRM has the power to directly improve profitability. From Wikipedia, the free encyclopedia: Customer relationship management (CRM) is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.[1] CRM systems compile data from a range of different communication channels, including a company’s website, telephone (which many softwares come with a softphone), email, live chat, marketing materials and more recently, social media.[2] They allow businesses to learn more about their target audiences and how to better cater to their needs, thus retaining customers and driving sales growth.[3] CRM may be used with past, present or potential customers. The concepts, procedures, and rules that a corporation follows when communicating with its consumers are referred to as CRM. This complete connection covers direct contact with customers, such as sales and service-related operations, forecasting, and the analysis of consumer patterns and behaviors, from the perspective of the company.[4] According to Gartner, the global CRM market size is estimated at $69 billion in 2020.[5][6] Salesforce is a CRM on steroids. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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July 9, 2019in Data, Salesforce, Technology
Salesforce Quickstart
06Jul

Step By Step Guide to a Salesforce Quickstart

Salesforce Implementation with a Tectonic Quickstart: Step-by-Step Salesforce Quickstart Guide. Step 1: Define Your Business Requirements Step 2: Choose the Appropriate Salesforce Products Step 3: Choose the Right Salesforce Quickstart Package Step 4: Prepare Your Data Step 5: Customize Your Quickstart Package Step 6: Train Your Users Step 7: Monitor and Optimize Your Processes Benefits of Salesforce Implementation with QuickStart Package Is it time for your business to get up and running on Salesforce? Contact Tectonic about our Salesforce Quickstart solutions today. Salesforce quickstarts are also known as Salesforce Implementation Solutions. Content updated April 2024. 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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July 6, 2019in Data, Salesforce, Salesforce Implementation Services, Technology
Salesforce
10Jun

What is Salesforce?

Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale. Salesforce, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management software and applications focused on sales, customer service, marketing automation, e-commerce, analytics, and application development. According to Wikipedia… Salesforce brings together all your data, from any source. Customer 360, the complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, SFDC helps everyone in your company work more productively and better deliver the personalized experiences customers love. To explore all Salesforce has to offer for your business, contact Tectonic today. Salesforce is cloud-based CRM software (What is CRM?). It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale. Salesforce brings together all your data, from any source. Customer 360, our complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, SFDC helps everyone in your company work more productively and better deliver the personalized experiences customers love. 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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June 10, 2019in Artificial Intelligence, Data, Marketing Automation, Salesforce

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