Digital Transformation Archives - gettectonic.com - Page 3
Citizen Development
06Sep

Citizen Development

As we progress through the era of digital transformation, citizen development has emerged as a key trend in the business landscape. This approach empowers end-users to create their applications, streamlining workflows and reshaping corporate operations. However, like any innovation, citizen development presents both advantages and challenges. In this article, we will explore the benefits, pros and cons of citizen development, and strategies to effectively leverage it within your organization. 1. The Rise of Citizen Development The popularity of citizen development is on the rise, as reflected by Statista, which reports a remarkable 24.6% growth in this sector since 2020. The increasing demand for software solutions in the corporate environment has made the traditional model of IT departments solely managing application development unsustainable. By enabling non-technical personnel to develop their applications, businesses can relieve pressure on IT teams, speed up solution delivery, and cultivate a more agile business model. Furthermore, investing in citizen development platforms fosters an inclusive and innovative workplace, allowing diverse perspectives to generate unique applications that meet specific workflow needs. 2. Benefits of Citizen Development for Companies 2.1 Accelerated Pace and Flexibility Citizen development tools facilitate rapid prototyping and quicker application rollouts. Non-technical personnel can design, modify, and launch applications according to immediate needs, enhancing agility and responsiveness. 2.2 Boosted Creativity Empowering your staff to create applications unlocks a wealth of untapped potential. Citizen development nurtures a culture of innovation, leading to tailored solutions that address specific business challenges. 2.3 Tailored App Design Citizen developers, as end-users, possess an in-depth understanding of their workflow requirements. This perspective enables them to develop applications that align closely with user needs, improving adoption and utility. 2.4 Heightened Productivity By reducing the back-and-forth between IT departments and end-users, citizen development streamlines operations, leading to enhanced efficiency. 2.5 Cost-Effectiveness Citizen development significantly cuts costs associated with traditional application development, such as hiring professional developers or outsourcing tasks. Rapid application rollouts also help seize business opportunities quickly, optimizing ROI. 2.6 Reduced Workload for IT Staff Enabling non-technical personnel to handle minor application development tasks lightens the load on IT teams, allowing them to focus on high-priority projects. 2.7 Enhanced Visibility and Accountability Many citizen development platforms include built-in analytics and reporting features, offering insights into application usage and performance. This transparency helps businesses track initiatives, make data-driven decisions, and continuously improve processes. 3. Implementing Citizen Development with Salesforce Solutions Given its extensive benefits, citizen development is a strategy many businesses are eager to adopt. Salesforce provides a powerful platform to effectively harness citizen development. Salesforce’s platform caters to both professional and citizen developers, offering a comprehensive suite of user-friendly tools for building applications and managing workflows. With built-in safeguards for data security and regulatory compliance, Salesforce for Public Sector and Tribal Governments ensures a smooth and secure citizen development process. Their clear deployment roadmap and thorough training programs equip businesses for success in their citizen development journey. 4. Partnering with Tectonic for Public Sector and Tribal Government Solutions Consider Tectonic as your trusted partner for PSS solutions. Tectonic is a distinguished provider of technology solutions with extensive expertise in Salesforce and process management. With a proven track record of successful projects, Tectonic has earned the trust of clients globally. Tectonic maintains a close partnership with Salesforce, ensuring a deep understanding of its advanced features, including process automation. As a Salesforce partner, Tectonic keeps clients updated on the latest advancements, delivering cutting-edge solutions tailored to their specific needs. By selecting Tectonic as your implementation partner for public sector Salesforce, you benefit from their vast experience and specialized knowledge. Tectonic provides a dedicated public sector team that excels in implementing secure and efficient solutions, working closely with our clients to address their unique challenges. Tectonic offers a comprehensive range of services, from initial implementation to ongoing support and maintenance. Their offerings include process modeling, application design, automation implementation, and roles management. With Tectonic’s expertise, you can ensure seamless integration of automation into your pss projects. To learn more about Tectonic’s public sector services, visit our services page, where you can explore their offerings, including Salesforce Managed Services. Tectonic’s Managed Services provide full support to ensure your public sector environment runs smoothly, covering automation management, data governance, and performance optimization. 5. Final Thoughts While citizen development presents both advantages and challenges, the benefits largely outweigh the potential drawbacks. Although there are concerns about data security and the need for proper governance, the positive impact of citizen development makes it a vital component of the digital transformation narrative. Successful implementation hinges on selecting the right platform and tools that align with your business model and workflow needs. Salesforce Public Sector Solution excels in this regard, offering a user-friendly suite of tools with a clear roadmap for deployment and top-notch support. Brining your public sector tech into the 21st century is an imperative. To fully realize the benefits of citizen development, businesses must strike a balance between empowerment and control. Establishing an environment that fosters innovation and efficiency, while also implementing a governance structure to mitigate risks, is essential. With careful planning, the right tools, and a culture of collaboration, the rewards of citizen development can be substantial. Whether you’re looking to enhance speed and agility, optimize costs, or cultivate a culture of innovation, citizen development offers a promising pathway forward. Embrace citizen development in Salesforce PSS, and set your business on the road to success. If you have any questions about implementing Salesforce Public Sector Solutions and its benefits, feel free to contact us to discuss your project. 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

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September 6, 2024in Data, Salesforce Development Services, Salesforce Public Sector Solutions, Technology
Strong AI Scalability
06Sep

Strong AI Scalability

The rapid pace of digital transformation has made scalability essential for any business looking to remain competitive. The stakes are high—without the ability to scale, businesses risk falling behind as customer demands and market conditions shift. So, what does it take to build a scalable business that can grow without compromising performance or customer satisfaction? In this Tectonic insight, we’ll cover key steps to future-proof your operations, avoid common pitfalls, and ensure your business doesn’t just keep pace with the market, but leads it. Master Scalability with Scale Center Scalability doesn’t have to be overwhelming. Salesforce’s Scale Center, available on Trailhead, provides a comprehensive learning path to help you optimize your scalability strategy. Why Scalability Is a Must-Have Scalability is critical to long-term success. As your business grows, so will the demands on your applications, infrastructure, and resources. If your systems aren’t prepared, you risk performance issues, outages, lost revenue, and dissatisfied customers. Unexpected spikes in demand—from increased customer activity or internal changes like onboarding large numbers of employees—can push systems to their limits, leading to overloads or downtime. A strong scalability plan helps prevent these issues. Here are three best practices to help scale your operations smoothly and sustainably. 1. Prioritize Proactive Scale Testing Scale testing should be a key part of your application lifecycle. Many businesses wait until performance issues arise before addressing them, which can result in maintenance headaches, poor user experiences, and challenges in supporting growth. Proactive steps to take: 2. Use the Right Tools for Seamless Scalability Choosing the right technology is crucial when scaling your business. Equip your team with tools that support growth management, and follow these tips for success: By integrating the right tools and technologies, you’ll not only stay ahead of the curve but also build a culture ready to scale. 3. Focus on Sustainable Growth Strategies Scaling requires a long-term approach. From development to deployment, a strategy that emphasizes scalability from the outset can help you avoid costly fixes down the road. Key practices include: DevOps Done Right Building secure, scalable AI applications and agents requires bridging the gap between tools and skills. Focus on crafting a thoughtful DevOps strategy that supports scalability. Scalability: A Marathon, Not a Sprint Scaling effectively is an ongoing process. Customer needs and market conditions will continue to change, so your strategies should evolve as well. Scalability is about more than just handling increased demand—it’s about ensuring stability and performance across the board. Consider these steps to enhance your approach: Committing to Scalability Scalability isn’t a one-time achievement—it’s a continuous commitment to growing smarter and stronger across all areas of your business. By embedding best practices into your day-to-day operations, you’ll ensure that your systems meet demand and prepare your business for future breakthroughs. As you develop your scalability strategy, remember that customer experience and trust should always guide your decisions. Tackling scalability proactively ensures your business can thrive no matter how market conditions change. It’s more than just a bonus feature—it’s a critical element of a smoother user experience, reduced costs, and the flexibility to pivot when necessary. By embracing these strategies, you’ll not only avoid potential challenges but also build lasting trust with your customers. In a world where loyalty is earned through exceptional experiences, a strong scalability plan is your key to long-term success. 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 6, 2024in Data, Hyperforce, Salesforce, Technology
Salesforce Data Migration
03Sep

Salesforce Data Migration

In today’s era of rapid digital transformation, efficient data migration has become increasingly important as cloud adoption gains momentum. Foundry’s research indicates that 63% of IT leaders have accelerated their cloud migrations, but 90% encounter challenges, often related to budget constraints. This emphasizes the need for meticulous planning and strategic execution. This insight focuses on Salesforce data migration, outlining why it’s essential and providing a nine-step plan for a successful migration. Additionally, we look into data preparation solutions and highlight Salesforce data migration tools, turning potential challenges into growth opportunities. Salesforce Data Migration Checklist Why is Data Migration Important? In 2011, we faced the challenge of transferring data from an old phone to a first smartphone. The contacts were especially important, but the outdated phone lacked any data transfer capabilities. Unwilling to manually re-enter everything, we researched extensively and discovered a method to extract the data into a CSV file. Converting it into vCard format, we successfully migrated all contacts. This personal experience illustrates the significance of data migration, not just for businesses but for everyday scenarios as well. For organizations, having a structured data migration plan is critical when transitioning from legacy systems to modern platforms like Salesforce. It enhances efficiency, scalability, and accessibility, supporting business growth through better data management, cost savings, and improved decision-making. Data migration also ensures integrity and security, aligning IT capabilities with evolving business needs and driving innovation in a fast-changing technological landscape. Learn how we helped Cresa migrate over 8,000 records to Salesforce with 100% accuracy. What is Salesforce Data Migration? Salesforce data migration refers to the process of transferring information from external systems—such as legacy CRM platforms or local databases—into Salesforce. This process not only preserves data integrity but also supports better decision-making, enhances customer service, and enables business growth. A well-planned Salesforce data migration strategy is critical for unlocking the full benefits of the platform and ensuring a seamless transition. Salesforce Data Migration Plan: 9 Key Steps Need Help with Data Migration to Salesforce?We offer consulting services to help you navigate your data migration challenges, from auditing to strategy execution. Contact Tectonic today. Practical Salesforce Data Migration ExampleUsing Data Loader, here’s a step-by-step guide to migrating a list of companies. After logging into Salesforce and selecting the Accounts object, you map fields from your CSV file, execute the migration, and review the logs to ensure accuracy. 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 3, 2024in Data
AI and Big Data
31Aug

AI and Big Data

Over the past decade, enterprises have accumulated vast amounts of data, capturing everything from business processes to inventory statistics. This surge in data marked the onset of the big data revolution. However, merely storing and managing big data is no longer sufficient to extract its full value. As organizations become adept at handling big data, forward-thinking companies are now leveraging advanced analytics and the latest AI and machine learning techniques to unlock even greater insights. These technologies can identify patterns and provide cognitive capabilities across vast datasets, enabling organizations to elevate their data analytics to new levels. Additionally, the adoption of generative AI systems is on the rise, offering more conversational approaches to data analysis and enhancement. This allows organizations to extract significant insights from information that would otherwise remain untapped in data stores. How Are AI and Big Data Related? Applying machine learning algorithms to big data is a logical progression for companies aiming to maximize the potential of their data. Unlike traditional rules-based approaches that follow explicit instructions, machine learning systems use data-driven algorithms and statistical models to analyze and detect patterns in data. Big data serves as the raw material for these systems, which derive valuable insights from it. Organizations are increasingly recognizing the benefits of integrating big data with machine learning. However, to fully harness the power of both, it’s crucial to understand their individual capabilities. Understanding Big Data Big data involves extracting and analyzing information from large quantities of data, but volume is just one aspect. Other critical “Vs” of big data that enterprises must manage include velocity, variety, veracity, validity, visualization, and value. Understanding Machine Learning Machine learning, the backbone of modern AI, adds significant value to big data applications by deriving deeper insights. These systems learn and adapt over time without the need for explicit programming, using statistical models to analyze and infer patterns from data. Historically, companies relied on complex, rules-based systems for reporting, which often proved inflexible and unable to cope with constant changes. Today, machine learning and deep learning enable systems to learn from big data, enhancing decision-making, business intelligence, and predictive analysis. The strength of machine learning lies in its ability to discover patterns in data. The more data available, the more these algorithms can identify patterns and apply them to future data. Applications range from recommendation systems and anomaly detection to image recognition and natural language processing (NLP). Categories of Machine Learning Algorithms Machine learning algorithms generally fall into three categories: The most powerful large language models (LLMs), which underpin today’s widely used generative AI systems, utilize a combination of these methods, learning from massive datasets. Understanding Generative AI Generative AI models are among the most powerful and popular AI applications, creating new data based on patterns learned from extensive training datasets. These models, which interact with users through conversational interfaces, are trained on vast amounts of internet data, including conversations, interviews, and social media posts. With pre-trained LLMs, users can generate new text, images, audio, and other outputs using natural language prompts, without the need for coding or specialized models. How Does AI Benefit Big Data? AI, combined with big data, is transforming businesses across various sectors. Key benefits include: Big Data and Machine Learning: A Synergistic Relationship Big data and machine learning are not competing concepts; when combined, they deliver remarkable results. Emerging big data techniques offer powerful ways to manage and analyze data, while machine learning models extract valuable insights from it. Successfully handling the various “Vs” of big data enhances the accuracy and power of machine learning models, leading to better business outcomes. The volume of data is expected to grow exponentially, with predictions of over 660 zettabytes of data worldwide by 2030. As data continues to amass, machine learning will become increasingly reliant on big data, and companies that fail to leverage this combination will struggle to keep up. Examples of AI and Big Data in Action Many organizations are already harnessing the power of machine learning-enhanced big data analytics: Conclusion The integration of AI and big data is crucial for organizations seeking to drive digital transformation and gain a competitive edge. As companies continue to combine these technologies, they will unlock new opportunities for personalization, efficiency, and innovation, ensuring they remain at the forefront of their industries. 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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August 31, 2024in Data, Enterprise, Generative AI, Google, Salesforce, Technology
Connected Vehicles
29Aug

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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August 29, 2024in Salesforce Implementation Services, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy
Loan Boarding and Approval
24Aug

Loan Boarding and Approval

Streamlining Loan Boarding and Approval Processes with Salesforce Technology The financial services industry is undergoing a rapid transformation, driven by the need for greater efficiency and improved customer experiences. One area where this shift is particularly evident is in the loan boarding and approval processes. Leveraging Salesforce technology, financial institutions can streamline these essential workflows, enhancing both speed and accuracy while delivering a superior borrower experience. Understanding Loan Boarding Loan boarding is the process of transitioning a loan from its origination phase into servicing. This involves several key steps, including data entry, document management, and compliance checks. Traditionally, this process has been manual, cumbersome, and prone to errors. However, Salesforce offers robust capabilities that allow organizations to automate and optimize these tasks, significantly reducing inefficiencies. Automating Data Entry Salesforce facilitates automated data entry through its customizable forms and integration capabilities. Tools like Salesforce Flow and Apex enable businesses to create workflows that automatically populate fields based on predefined criteria or data extracted from documents using Optical Character Recognition (OCR) technology. This automation reduces manual errors and accelerates the loan boarding process. Efficient Document Management Effective document management is crucial in loan boarding. Salesforce provides a centralized platform for secure storage and easy access to all necessary documents. Features like Salesforce Files enable organizations to manage documentation efficiently, allowing for easy retrieval, sharing, and version control. This streamlined document management ensures that all relevant information is readily available throughout the loan lifecycle. Streamlining Handoff and Approval Processes After a loan is boarded, it must go through a series of approvals before disbursement. The handoff between departments such as underwriting and risk assessment can cause delays if not properly managed. Salesforce’s collaborative tools facilitate seamless communication among stakeholders, ensuring a smooth transition through the approval process. Customizable Approval Workflows Salesforce allows for the creation of customizable approval workflows, enabling organizations to define specific criteria for each stage of loan approval. This flexibility ensures that loans are reviewed by the appropriate personnel based on their complexity or risk profile. Automated alerts notify relevant team members when their input is needed, minimizing bottlenecks and keeping the process moving efficiently. Enhanced Visibility with Real-Time Dashboards One of Salesforce’s standout features is its ability to generate real-time dashboards that provide insights into various stages of the loan process. Stakeholders can monitor key metrics, such as the average time for approvals or the number of loans pending at each stage, through intuitive visualizations. This transparency promotes quicker decision-making and fosters accountability within the team. Seamless Disbursement Process Once loans are approved, the disbursement phase is the next critical step. Salesforce’s integration capabilities with payment processing systems, such as NACHA/ACH solutions, allow organizations to automate fund transfers directly within the platform, streamlining the disbursement process. Automating Payment Processing Automated triggers for payments can be set up within Salesforce, reducing the need for manual intervention. This automation speeds up the disbursement process and minimizes the risk of errors associated with manual data entry during fund transfers, ensuring a smooth and reliable process. Comprehensive Portfolio Management Managing a large loan portfolio requires meticulous tracking of various elements, including amortization schedules, repayments, interest accruals, and fees. Salesforce excels in these areas, offering tools to manage all aspects of a loan portfolio effectively. Dynamic Amortization and Repayment Schedules Salesforce enables the creation of dynamic amortization schedules tailored to individual borrower agreements, easily accessible via custom borrower portals. These portals enhance borrower engagement by providing real-time information about repayment obligations and remaining balances, improving transparency and customer satisfaction. Fee Automation Automating fee calculations within Salesforce reduces administrative burdens and ensures accurate billing according to agreed-upon terms. This feature helps avoid discrepancies and delays, providing a seamless experience for both the lender and the borrower. Risk Management and Collections In today’s volatile economic environment, effective risk management is essential for financial institutions. Salesforce’s advanced analytics and performance rating tools allow organizations to proactively identify potential risks before they escalate, enabling more informed lending decisions. Performance and Risk Ratings By analyzing historical data, Salesforce enables lenders to assign risk ratings based on borrowers’ past behaviors and external market conditions. This data-driven approach supports more accurate and strategic lending decisions, helping to mitigate risk. Effective Collections Strategies For overdue accounts, Salesforce’s task management features automate reminders and follow-ups, ensuring timely communication and effective debt recovery. Maintaining open communication channels with borrowers during the collections process is crucial for preserving relationships and achieving successful outcomes. Conclusion: Embracing Digital Transformation By embracing digital transformation through Salesforce technology, financial institutions can significantly streamline their loan boarding and approval processes. This not only enhances operational efficiency but also positions them competitively in a tech-driven marketplace, delivering the high-quality service that today’s consumers demand. Salesforce’s powerful tools enable institutions to meet the unique needs of their borrowers effectively, ensuring both efficiency and excellence in service delivery. 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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August 24, 2024in Salesforce
Impact of EHR Adoption
07Aug

Connected Care Technology

How Connected Care Technology Can Transform the Provider Experience Northwell Health is leveraging advanced connected care technologies, including AI, to alleviate administrative burdens and foster meaningful interactions between providers and patients. While healthcare technology has revolutionized traditional care delivery models, it has also inadvertently created barriers, increasing the administrative workload and distancing providers from their patients. Dr. Michael Oppenheim, Senior Vice President of Clinical Digital Solutions at Northwell Health, highlighted this challenge during the Connected Health 2024 virtual summit, using a poignant illustration published a decade ago in the Journal of the American Medical Association. The image portrays a physician focused on a computer with their back to a patient and family, emphasizing how technology can inadvertently shift attention away from patient care. Reimagining Technology to Enhance Provider-Patient Connections To prevent technology from undermining the patient-provider relationship, healthcare organizations must reduce the administrative burden and enhance connectivity between patients and care teams. Northwell Health exemplifies this approach by implementing innovative solutions aimed at improving access, efficiency, and communication. 1. Expanding Access Without Overloading Providers Connected healthcare technologies can dramatically improve patient access but may strain clinicians managing large patient panels. Dr. Oppenheim illustrated how physicians often need to review extensive patient histories for every interaction, consuming valuable time. Northwell Health addresses this challenge by employing mapping tools, propensity analyses, and matching algorithms to align patients with the most appropriate providers. By connecting patients to specialists who best meet their needs, providers can maximize their time and expertise while ensuring better patient outcomes. 2. Leveraging Generative AI for Chart Summarization Generative AI is proving transformative in managing the immense data volumes clinicians face. AI-driven tools help summarize patient records, extracting clinically relevant details tailored to the provider’s specialty. For instance, in a pilot at Northwell Health, AI successfully summarized complex hospitalizations, capturing the critical elements of care transitions. This “just right” approach ensures providers receive actionable insights without unnecessary data overload. Additionally, ambient listening tools are being used to document clinical consultations seamlessly. By automatically summarizing interactions into structured notes, physicians can focus entirely on their patients during visits, improving care quality while reducing after-hours charting. 3. Streamlining Team-Based Care Effective care delivery often involves a multidisciplinary team, including primary physicians, specialists, nurses, and social workers. Coordinating communication across these groups has historically been challenging. Northwell Health is addressing this issue by adopting EMR systems with integrated team chat functionalities, enabling real-time collaboration among care teams. These tools facilitate better care planning and communication, ensuring patients receive coordinated and consistent treatment. Dr. Oppenheim emphasized the importance of not only uniting clinicians in decision-making but also involving patients in discussions. By presenting clear, viable options, providers can enhance patient engagement and shared decision-making. The Path Forward: Balancing Technology with Provider Needs As healthcare continues its digital transformation, connected care technologies must prioritize clinician satisfaction alongside patient outcomes. Tools that simplify workflows, enhance communication, and reduce administrative burdens are crucial for fostering provider buy-in and ensuring the success of health IT initiatives. Northwell Health’s efforts demonstrate how thoughtfully implemented technologies can empower clinicians, strengthen patient relationships, and create a truly connected healthcare experience. Tectonic is here to help your facility plan. Content updated November 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 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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August 7, 2024in Data, Generative AI, Life Sciences Cloud, Salesforce Health and Life Sciences Solutions, Technology
Smithsonian Data Cloud
12Jul

Smithsonian Data Cloud

The Smithsonian already embraces technology through its Open Access Initiative. ousing 2D and 3D renders of collections it provides access to over 20 museums. Enter Salesforce and Smithsonian Data Cloud. The world’s largest network of research, museum, and education facilities, the Smithsonian Institution, manages over 150 million collections across its 21 museums, the National Zoo, and eight research centers. Navigating this vast array of artifacts can be overwhelming, even for dedicated history enthusiasts. To enhance accessibility, the Smithsonian Institution is collaborating with cloud computing giant Salesforce. The goal is to streamline the user experience by integrating disparate data sources, such as ticketing systems and donation histories, into a unified system. This initiative aims to provide a clearer blueprint of Smithsonian’s diverse locations and offerings, according to Lori Freeman, Salesforce’s Vice President and General Manager of Nonprofit Industry Solutions and Strategy. “Smithsonian is so progressive. They have all this content, they have all this history, they have incredible tools,” Freeman told Technical.ly. “So this technology is going to enable them to reach audiences they would never get to.” For instance, this system will allow museum staff and volunteers to assist visitors in locating exhibits across different Smithsonian locations. Becky Kobberod, the Smithsonian’s Head of Digital Transformation, illustrated this by describing how a visitor at the Hirshhorn could ask about a piece of art at the National Museum of American History. “It’s connecting the dots and creating a Smithsonian ecosystem that we currently don’t have. If you want to engage in our various museums, you go to each of them separately,” Kobberod said. “Whereas now, we’re providing you a front door, so to speak, that can help you navigate across all of the many different museums and resources that we have.” Although specifics about the technology and user interface have not been disclosed, Freeman emphasized that the main objectives are to keep visitors engaged and to build lifelong relationships with both in-person and virtual visitors. Building on Current Tech Resources The Smithsonian’s Open Access initiative, launched in early 2020, offers 2D and 3D renderings of its collections, totaling around 5 million items to date. Users can interact with 3D images to get a 360-degree view of fossils, sculptures, and artifacts like Neil Armstrong’s spacesuit. This initiative began with 2.8 million pieces and continues to grow, said Kobberod. In addition to Open Access, the Smithsonian has other digital initiatives. In 2022, the National Museum of African American History and Culture, in collaboration with Baltimore-based digital services firm Fearless, launched a searchable online platform to make certain collections and stories more accessible. Kobberod noted that only about 1% of the collections are physically displayed at any given time. Digitizing and uploading these collections not only preserves them but also makes them accessible to people who might not have the means to visit in person. “Smithsonian exists as a service to all of the American public,” she said. “We know that this is core to our future, and to making what we have available to the nation and the world.” 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 12, 2024in Data, Salesforce, Salesforce Data Cloud, Salesforce Experience Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Optimization, Salesforce Public Sector Solutions, Technology
RevOps Sute for Salesforce Data Management
03Jul

RevOps Suite for Salesforce Data Management

Traction Complete Launches Revolutionary “RevOps Data Management Suite for Salesforce” In an era where artificial intelligence (AI) is revolutionizing business, Traction Complete is proud to announce the launch of “The RevOps Data Management Suite for Salesforce.” This groundbreaking suite is the first data management solution designed specifically for Revenue Operations professionals, empowering users to fully leverage their data by ensuring it is clean, connected, and ready for AI adoption. RevOps Sute for Salesforce Data Management. Importance of Data Integrity “The importance of clean and connected data can’t be stressed enough, especially in the age of AI. Without a solid foundation of reliable data, businesses are navigating in the dark, unable to make strategic decisions.” David Nelson, CEO of Traction Complete RevOps Suite for Salesforce Data Management Stephen Daniels, Vice President of Revenue Operations at Cresta, echoes this sentiment: “There is a cost to bad data. If we didn’t have a solution like Traction Complete in the first place to scale off, we would be building on a bad foundation that would cause hundreds of thousands of dollars of headaches in the future.” The Impact of Poor Data Poor data is more than just a nuisance; it’s a significant barrier to success. And it is expensive. It leads to distrust in CRM systems and lost productivity, ultimately impacting business revenue. Traction Complete’s mission is to tackle these challenges head-on, ensuring that data is accurate and seamlessly integrated across the Salesforce platform. This foundation enables businesses to adopt the latest technology seamlessly. Recent findings from McKinsey highlight the critical role of data quality in AI adoption: “Fifty-six percent of companies say ‘inaccuracy’ is the biggest risk posed by adopting generative AI. Yet only 32% of companies have systems in place for mitigating such inaccuracies.” Expertise and Innovation Traction Complete, born from the recently Salesforce-acquired Traction on Demand, draws on over 1.4 million hours of consulting experience to build trusted data management solutions that improve data quality. “At the pace that AI and machine learning are expanding and changing how we operate, businesses can’t afford to overlook the importance of data quality. Any businesses not setting their data foundation right now will be left behind,” adds Nelson. The Future of Data Management As organizations continue to navigate the complexities of digital transformation, the message is clear: the time to invest in data management is now. With the RevOps Data Management Suite for Salesforce, Traction Complete is leading the way, providing the tools necessary for businesses to thrive in the age of AI and beyond. 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 3, 2024in Generative AI, Salesforce, Salesforce Tableau
Salesforce Envision
28Jun

Salesforce Envision

Salesforce: Enabling Customer Experiences Through Integrated Solutions Salesforce is a cloud-based CRM platform offering software, services, and applications designed to create valuable customer experiences. It integrates various organizational departments such as marketing, sales, and services, providing a unified view of the customer. Salesforce Envision is a digital transformation engagement. This insight outlines a typical customer’s journey through a Salesforce Envision Advisory engagement with the Tectonic team. We will highlight three key areas that contribute to a powerful and successful Envision engagement: Outcome-Driven Focus The cornerstone of any Salesforce Envision Advisory engagement is an upfront and honest conversation with the customer about their future business aspirations. Establishing desired outcomes and understanding how customers should perceive the business are critical. This focus is about envisioning future possibilities rather than dwelling on current systems. Collaboration with the Customer Alignment between the customer and the consulting team is essential. Success hinges on ensuring all organizational groups are aligned, as individual great ideas often fail without collective buy-in. Effective collaboration can prevent projects from delivering minimal benefits and adding redundant systems. Planning for Success Understanding customer goals and desired outcomes allows building on existing efforts within business and IT departments. This understanding helps create a roadmap for business transformation, enabling the customer to serve their customers better, achieve efficiencies, and scale for future growth. Every stakeholder must participate in creating this roadmap, aligning with organizational leadership. This roadmap is not merely a technology rollout plan but a capabilities roadmap to meet business outcomes. Business processes and existing IT systems must be analyzed and re-architected for successful execution. What is Salesforce Envision? Salesforce Envision is a design-led engagement enabling organizations to undergo digital transformation to unlock customer insights, build actionable roadmaps, and develop successful solutions. The principles guiding Salesforce Envision include: Envision engagements are typically co-led by a Salesforce Senior Business Architect and a Senior Salesforce Technical Architect to provide guidance and ensure customer alignment. A seasoned Salesforce Solutions Architect leads the Envision discovery process to ensure no stone is left unturned. Typical Phases of an Envision Engagement: The future-state capability matrix, developed from these strategies, identifies IT systems to be decommissioned, contributing to cost and maintenance benefits and supporting a solid business case. This elimination of technical debt can fully offset the long-term costs with the investment in your future success. Final Executive Brief The Envision engagement concludes with an executive brief for business and IT stakeholders, covering: By following these steps, organizations can effectively leverage Salesforce Envision to achieve their digital transformation 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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June 28, 2024in Salesforce
Tableau Cloud Hyperforce
26Jun

Tableau Cloud Hyperforce

What to Know About Tableau Cloud Migration to Hyperforce Tableau Cloud is transitioning to Hyperforce, Salesforce’s next-generation infrastructure for the public cloud, in the second half of 2024. This shift promises enhanced security, scalability, and compliance, allowing customers to better manage data residency and adhere to local regulations. Here’s a closer look at what Hyperforce is, the benefits it brings to Tableau Cloud, and how to learn more about this significant upgrade. What is Hyperforce? Hyperforce is Salesforce’s advanced infrastructure architecture tailored for the public cloud. It marks a significant technological advancement, enabling applications to perform with greater security and efficiency. Unlike traditional hardware-dependent setups, Hyperforce is built on a foundation of code, allowing seamless deployment across global regions. This flexibility ensures effective data residency management and compliance with local laws. This might be a good time to consider moving to Tableau Cloud. Shifting workloads to software-as-a-service (SaaS) solutions has been an increasing priority for organizations for years. As we build for a world facing new economic challenges and uncertainty, executives have increasingly looked to Tableau Cloud, our SaaS offering, to help them develop their own competitive advantages, easily scale, and maximize efficiency. Flexera’s 2023 State of the Cloud reports that 51% of data is now in the public cloud, and nearly half of their survey respondents indicated their organization plans to move from on-premises software to SaaS. More and more organizations are turning to cloud solutions to reduce operational costs and drive their own digital transformation. Benefits of Tableau Cloud on Hyperforce When Tableau Cloud transitions to Hyperforce, customers will experience immediate benefits while retaining the familiar user experience and functionality. Here’s what to expect: Leveraging Salesforce Innovations Hyperforce enables Tableau Cloud to integrate more effectively with Salesforce’s existing innovations and integrations, fostering faster innovation. A notable example is Tableau Cloud Private Connect, which allows secure connections between Tableau Cloud and popular cloud data warehouses and lakes via a private connection, enhancing data transit security. Learning More About the Migration To delve deeper into Salesforce’s Hyperforce platform and the Tableau Cloud migration, refer to the Hyperforce FAQ and the Tableau Cloud Hyperforce Migration article. This migration marks an exciting phase for Tableau Cloud, promising unparalleled scalability, security, and compliance. The enhanced regional availability and compliance standards will enable more organizations worldwide to leverage Tableau Cloud, while the platform’s flexibility will spur faster AI-powered analytics innovations. For those interested in the technical details and implications of this transition, contact Tectonic today. Tableau Cloud is always on the latest version Tableau, which means you get access all of the innovations as soon as they’re available. That means all Tableau AI features that we develop are available to your data community right away. As transformational technologies like LLMs are integrated into Tableau Pulse, your teams can use them to stay up to date on all the most essential metrics immediately. 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 26, 2024in Hyperforce, Salesforce Optimization, Salesforce Tableau
Salesforce Feeding Post-Pandemic AI-Powered Digital Transformation
16Jun

Salesforce Feeding Post-Pandemic AI-Powered Digital Transformation

The Digital Transformation Imperative: Salesforce’s AI Solutions The COVID-19 pandemic didn’t just accelerate digital transformation; it cemented it as an existential imperative for businesses across all industries. The sudden shift to remote work, digital customer engagement, and e-commerce highlighted the stark contrast between organizations that had prioritized digitization and those that hadn’t. In the post-pandemic era, digital agility has become synonymous with resilience and competitiveness. Salesforce Feeding Post-Pandemic AI-Powered Digital Transformation with unparalled innovation. However, the path to digital transformation remains challenging for many companies. Legacy systems, data silos, and manual processes continue to hinder adaptation and innovation at the pace demanded by today’s market and consumer. This has led to a certain weariness and skepticism around transformation initiatives, often perceived as an ever-receding target. Salesforce’s AI-Powered Integration Solutions Salesforce’s AI-powered integration solutions aim to revitalize the digital transformation journey. With tools like Einstein for Flow, Intelligent Document Processing (IDP), and Einstein for MuleSoft, Salesforce is embedding AI across its automation and integration portfolio to address some of the most difficult challenges in digitization. Anypoint Partner Manager: Harnessing AI for B2B Integration Salesforce’s latest MuleSoft offering, Anypoint Partner Manager, exemplifies this AI-centric approach. The cloud-native B2B integration solution leverages IDP to streamline partner onboarding and manage API and EDI-based transactions, addressing a key pain point for companies in complex supply chain ecosystems. “EDI has historically been that code-driven solution. You must really know the EDI spec,” noted Andrew Comstock, VP of Product Management at Salesforce. “Partner Manager actually brings the partner definition into a form, and you can just define that, save it, and you’re off and done. We can deploy all the applications that you need for you.” By using AI to extract and structure data from unstructured documents like invoices and purchase orders, Anypoint Partner Manager democratizes B2B integration, making it accessible to businesses beyond the traditional technology sector. The solution is now generally available. MuleSoft Accelerator for Salesforce Order Management: Bridging B2B and B2C Salesforce also introduced the MuleSoft Accelerator for Salesforce Order Management. This tool provides pre-built APIs, connectors, and templates to unify B2B and B2C orders from a centralized hub. By connecting Salesforce OMS with ERP systems in real-time, the accelerator enables end-to-end visibility across channels, a critical capability in today’s omnichannel environment. “For many companies, [order management] is super critical and vital,” emphasized Comstock. “The more that they can standardize and centralize that, the better visibility, controls, and governance they have.” The MuleSoft Accelerator for Salesforce OMS is now generally available. The AI Imperative in Digital Transformation Salesforce’s AI-powered integration solutions come at a time when businesses are grappling with the realities of the post-pandemic digital imperative. Automating complex B2B processes, unifying data flows across ecosystems, and extracting insights from unstructured data is no longer a luxury but a necessity for survival in the digital economy. Salesforce Feeding Post-Pandemic AI-Powered Digital Transformation “A lot of our successes are happening at companies that are not traditional technology companies. Using solutions like MuleSoft and Salesforce allows them to build those technologies better,” noted Comstock. In this context, AI is emerging as a key enabler of digital transformation at scale. By abstracting complexity and automating manual tasks, AI-powered integration tools like those from Salesforce are helping businesses overcome the hurdles that have long stymied digitization efforts. For companies still wrestling with the challenges of digital transformation, Salesforce’s AI-powered integration portfolio offers a glimmer of hope. By harnessing the power of large language models and other AI technologies to streamline integration and automation, Salesforce is providing a new path forward for organizations looking to thrive in the post-pandemic digital landscape. Salesforce Feeding Post-Pandemic AI-Powered Digital Transformation with Einstein, Mulesoft, Flow, and more. 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 16, 2024in Salesforce, Salesforce Einstein
HCG Providing Patient-Focused Personalized Care With Salesforce
15Jun

HCG Providing Patient-Focused Personalized Care With Salesforce

HCG Delivers Personalized Patient Care with Salesforce Read more at: CXO Today HCG Providing Patient-Focused Personalized Care With Salesforce Healthcare Global Enterprises Ltd (HCG), a renowned network of 25 hospitals, is elevating patient care through Salesforce. With a 360-degree patient view, HCG connects with patients on a more personal level, delivering proactive support at every step of their journey. HCG’s commitment to value-based, precision medicine is clear, attracting over 200,000 patients annually. Unified Patient View for Personalized Care Previously, HCG faced challenges with siloed patient information and a rudimentary CRM system. “Without a single source of truth on patients, it was difficult for our medical, surgical, and support teams to collaborate,” says Vineesh Ghei, Chief Sales Officer, HCG. Today, Salesforce provides a unified patient view, capturing every case history, treatment plan, and patient preference, enabling teams to personalize patient care effectively. Enhanced Efficiency with Automation Salesforce Sales Cloud captures initial patient interactions, streamlining responses and tracking conversations. “Our response time to patient enquiries has reduced from 45 minutes to 23 minutes,” notes Ghei. Sales productivity has also improved with automated task prioritization and activity tracking. Additionally, partner management processes have been automated, enhancing engagement. Swift Service Query Resolution Patient journeys are orchestrated on Salesforce Service Cloud, integrating outpatient consultations, inpatient processes, and discharge planning. Integration with HCG’s appointment booking and cloud telephony systems ensures patient details are readily available to agents, enabling resolution of over 90% of queries in under five minutes. This comprehensive view allows service agents to provide proactive, personalized support. Contextual Communications for Long-Term Wellness Using Salesforce Marketing Cloud Engagement, HCG segments patients and delivers personalized communications relevant to their treatment stages. “Every patient’s journey is deeply personal,” says Stuti Jain, Head of Brand, Digital, and Communications, HCG. “Our communications are prioritized to add value to their journey.” HCG maintains connection with patients post-visit, supporting them through recovery. Data-Driven Decision Making By integrating data from Health Information Systems, Electronic Medical Records, and other platforms, HCG leverages operational intelligence to enhance decision-making. Insights from dashboards and reports improve patient satisfaction and care quality. Marketing Cloud Intelligence helps optimize campaigns, engagement channels, and team performance. Expanding Digital Transformation HCG plans to unlock additional Salesforce features, such as AI-driven call center operations with Einstein. Further integrations with lab and radiology systems and patient care apps will expand the Patient 360 view. “Our goal is to become an oncology knowledge company, up-to-date on treatment protocols and patient needs,” says Dey. Jain adds, “When people think of cancer care, they should think of HCG.” HCG’s integration of Salesforce is setting a new standard in personalized cancer care, ensuring patients receive the best possible support and treatment throughout their journey. 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 15, 2024in Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Data Cloud Vector Database and Hyperforce
07Jun

Data Cloud Vector Database and Hyperforce

Salesforce World Tour Highlights: Data Cloud Vector Database and Hyperforce At the Salesforce World Tour on June 6, 2024, at the Excel Centre in east London, the focus was on advancements in the Data Cloud and Slack platforms. The event, sponsored by AWS, Cognizant, Deloitte, and PWC, showcased significant innovations, particularly for GenAI enthusiasts. Data Cloud Vector Database and Hyperforce. Vector Database in Data Cloud A key highlight was the announcement of the general availability of a Vector Database capability within the Data Cloud, integrated into the Einstein 1 Platform. This capability enhances Salesforce’s CRM platform, Customer 360, by combining structured and unstructured data about end-users. The Vector Database collects, ingests, and unifies data, allowing enterprises to deploy GenAI across all applications without needing to fine-tune an off-the-shelf large language model (LLM). Addressing Data Fragmentation Salesforce reports that approximately 80% of customer data is dispersed across various corporate departments in an unstructured format, trapped in PDFs, emails, chat conversations, and transcripts. The Vector Database unifies this fragmented data, creating a comprehensive profile of the customer journey. This unified approach not only improves customer engagement but also enhances organizational agility. By consolidating data from all corporate silos, companies can quickly and efficiently address issues such as product recalls and returns. Hyperforce: Enhancing Data Residency and Compliance During the keynote, Salesforce emphasized the importance of personalization in customer engagement and the benefits of deploying GenAI in customer-facing sectors. The event highlighted the need to overcome the fear and mistrust of GenAI and showcased how enterprises can enhance employee productivity through upskilling in GenAI technologies. One notable announcement was the general availability of Hyperforce, a solution designed to address data residency issues by integrating all Salesforce applications under the same compliance, security, privacy, and scalability standards. Built for the public cloud and composed of code rather than hardware, Hyperforce ensures safe delivery of applications worldwide, offering a common layer for deploying all application stacks and handling data compliance in a fragmented technology landscape. Salesforce AI Center The Salesforce AI Center was also introduced at the event. The first of its kind, located in the Blue Fin Building near Blackfriars, London, this center will support AI experts, Salesforce partners, and customers, facilitating training and upskilling programs. Set to open on June 18, 2024, the center aims to upskill 100,000 developers worldwide and is part of Salesforce’s $4 billion investment in the UK and Ireland. Industry Reactions and Future Prospects GlobalData senior analyst Beatriz Valle commented on Salesforce’s continued integration of GenAI across its portfolio, including platforms like Tableau, Einstein for analytics, and Slack for collaboration. According to Salesforce, the Data Cloud tool leverages all metadata in the Einstein 1 Platform, connecting unstructured and structured data, reducing the need for fine-tuning LLMs, and enhancing the accuracy of results delivered by Einstein Copilot, Salesforce’s conversational AI assistant. Vector databases, while not new, have gained prominence due to the GenAI revolution. They power the retrieval-augmented generation (RAG) technique, linking proprietary data with large language models like OpenAI’s GPT-4, enabling enterprises to generate more accurate results. Competitors such as Oracle, Amazon, Microsoft, and Google also offer vector databases, but Salesforce’s early investments in GenAI are proving fruitful with the launch of the Data Cloud Vector Database. Data Cloud Vector Database and Hyperforce Salesforce’s AI-powered integration solutions, highlighted during the World Tour, underscore the company’s commitment to advancing digital transformation. By leveraging GenAI and innovative tools like the Vector Database and Hyperforce, Salesforce is enabling enterprises to overcome the challenges of data fragmentation and compliance, paving the way for a more agile and competitive digital future. 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 7, 2024in Einstein 1 Platform, Hyperforce, Salesforce, Salesforce Data Cloud

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