Ecommerce Archives - gettectonic.com - Page 2
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

Read More
June 26, 2024in Hyperforce, Salesforce Optimization, Salesforce Tableau
Consumer Chatbot Technology
07Jun

Consumer Chatbot Technology

The Reality Behind AI Chatbots and the Path to Autonomous AI In the rush to adopt the latest Consumer Chatbot Technology, it’s easy to overlook a fundamental reality: consumer chatbot technology isn’t ready for enterprise use—and it likely never will be. The reason is simple: AI assistants are only as effective as the data that powers them. Most large language models (LLMs) are trained on data from public websites, which lack the specific business and customer data that enterprises need. This means consumer bots can’t adequately assist employees in selling products, marketing merchandise, or improving productivity, as they lack the necessary personalization and business context. To achieve the vision of AI that goes beyond simple chatbots performing basic tasks—like drafting emails, essays, blogs, or graphics—to a more advanced role where AI acts autonomously and addresses business-critical needs, a different approach is needed. This vision involves AI taking action with minimal human intervention, using digital agents to identify and respond to these needs. At Salesforce, we are pursuing a clear path to AI that not only takes action but also automates routine tasks, all while adhering to established business rules, permissions, and context. Instead of relying solely on LLMs, which primarily focus on generating human-like text, future AI assistants will depend on large action models (LAMs) that integrate decision-making and action-taking capabilities. The Journey Toward AI Autonomy Our journey towards this vision began with the Salesforce Data Cloud, a robust data engine built on the Einstein 1 Platform. This platform integrates data from across the enterprise and third-party repositories, enabling companies to activate their data, automate workflows, personalize customer interactions, and develop smarter AI solutions. Recognizing the shift from generative AI to autonomous AI, Salesforce introduced Einstein Copilot, the industry’s first conversational, enterprise-class AI assistant. Integrated across the Salesforce ecosystem, Einstein Copilot utilizes an organization’s data, whether it’s behind a firewall or in an external data lake, to act as a reasoning engine. It interprets user intents, interacts with the most suitable AI model, solves problems, generates relevant content, and provides decision-making support. Expanding the Role of AI in Business Since its launch in February 2024, Salesforce has been expanding Einstein Copilot’s library of actions to meet specific business needs in sales, service, marketing, data analysis, and industries like ecommerce, financial services, healthcare, and education. These “actions” are akin to LEGO blocks—discrete tasks that can be assembled to achieve desired project outcomes. For example, a sales representative might use Einstein Copilot to generate a personalized close plan, gain insights into why a deal may not close, or review whether pricing was discussed in a recent call. Einstein Copilot then orchestrates these tasks, provides recommendations, and compiles everything into a detailed report. The ultimate goal is for AI not only to gather and organize information but also to take proactive action. Imagine a sales representative instructing their digital agent to set up meetings with top prospects in a specific territory. The AI could not only identify suitable contacts but also suggest meeting times, plan travel schedules, draft emails, and even create talking points—all of which it could execute autonomously with the representative’s approval. Tectonic dreams of the day AI is smart enough to interpret our search engine typos and produce the results for what we were actually looking for! The Future of AI Autonomy The possibilities for semi-autonomous or fully autonomous AI are vast. As we continue to develop and refine these technologies, the potential for AI to transform business processes and decision-making becomes increasingly tangible. At Salesforce, they are committed to leading this charge, ensuring that our AI solutions not only meet but exceed the expectations of enterprises worldwide. Salesforce is in a strong position to deliver on all of them because of the volume and breadth of data housed in Data Cloud, the heavy workflow traffic in our Customer 360 CRM, and the fact we’ve delivered an enterprise-class copilot that is rapidly expanding its library of actions. It will not happen overnight. The technology needs to advance, organizations and people have to be able to trust AI and be trained to use it in the right ways, and more work will need to be done to ensure the right balance between human involvement and AI autonomy. But with our continued investment in CRM, data, and trusted AI, we will achieve that vision before too long. Salesforce is in a strong position to deliver on all of them because of the volume and breadth of data housed in Data Cloud, the heavy workflow traffic in our Customer 360 CRM, and the fact we’ve delivered an enterprise-class copilot that is rapidly expanding its library of actions. Jayesh Govindarajan, Senior Vice President, Salesforce AI Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
June 7, 2024in Einstein 1 Platform, Generative AI, Salesforce Data Cloud
Salesforce Commerce Cloud and Einstein Copilot Capabilities
23May

Salesforce Commerce Cloud and Einstein Copilot Capabilities

Salesforce Enhances Commerce Cloud and Einstein Copilot Salesforce has announced a double whammy of upgrades to its Commerce Cloud and Einstein Copilot solutions, aiming to supercharge customer service and experience offerings for merchants. And yes, they’re pulling out all the stops – think of it as giving your online store a superhero cape and a sidekick with a PhD in customer satisfaction. Salesforce Commerce Cloud and Einstein Copilot Capabilities. Enhancements to Commerce Cloud Commerce Cloud is getting three major innovations designed to help businesses create more sophisticated commerce sites, boost personalization, and drive revenue growth. Salesforce promises to tackle rising customer expectations by providing a seamless, integrated experience across all channels. In other words, they’re turning your website into a mind-reading wizard, minus the beard and wand. But probably wearing a cool purple cape with stars. According to Michael Affronti, GM and SVP of Commerce Cloud, these new features will enable Salesforce’s customers to deliver superior shopping experiences: “Commerce companies are looking to architect high-caliber ecommerce sites that can swiftly adapt to changing customer expectations and continue to foster strong customer relationships. With the combined power of data, AI, and CRM, Commerce Cloud gives brands the choice of the right tool so they can build superior shopping experiences their way.” New Commerce Cloud Capabilities Einstein Copilot Advancements Salesforce is pulling out the big AI guns, leveraging generative AI (GenAI) to enhance Einstein Copilot with new marketing and merchandising capabilities alongside its traditional sales and service functions. It’s like your old assistant got a brain transplant and now has the IQ of Einstein, the charm of James Bond, and the work ethic of a coffee-fueled startup founder. Ariel Kelman, President and CMO of Salesforce, emphasized the importance of these advancements: “Marketing and commerce leaders need a trusted advisor to help them tap into the promise of generative AI. With the Einstein 1 Platform we’re giving organizations the power to unify all of their data on one trusted platform. This is the key to getting results from generative AI that are actually useful in driving your business forward.” Key Features of Einstein 1 for Marketing and Commerce Expanding Partnerships and Enhancing AI and Data Offerings In addition to these product enhancements, Salesforce has expanded its partnership with IBM to improve AI and data offerings. The collaboration aims to merge IBM’s watsonx.ai platform with Salesforce’s Einstein 1 software, providing customers with the ability to make data-driven decisions and access actions directly within their workflows. It’s like pairing up Batman and Superman to fight the evil forces of inefficiency and bad data. The partnership includes bidirectional data integration, flexible large language models (LLMs), prebuilt CRM solutions, and a focus on responsible AI development. IBM will also join Salesforce’s Zero Copy Partner Network, ensuring that data moves as smoothly as butter on hot toast. Salesforce Commerce Cloud and Einstein Copilot Capabilities These enhancements and partnerships underline Salesforce’s commitment to providing innovative solutions that enhance customer experiences and drive business growth, all while making sure your digital commerce experience is smoother than a jazz saxophone solo. 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

Read More
May 23, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Commerce Cloud
Salesforce Summer 24 Commerce Release
19May

Salesforce Summer 24 Commerce Release

Commerce Commerce Cloud enhancements include new and updated features for B2B and D2C Commerce, Salesforce Order Management, and Salesforce Payments. Salesforce Summer 24 Commerce Release. Salesforce Summer 24 Commerce Release 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

Read More
May 19, 2024in Salesforce
Salesforce AI
09May

Salesforce AI

Salesforce AI is the cornerstone of our Einstein 1 Platform, offering reliable and adaptable AI solutions seamlessly integrated into your customer data. With Einstein, you can craft tailored, predictive, and generative AI experiences to address all your business requirements securely. Einstein brings conversational AI to every facet of your operations, from workflows and users to departments and industries. Here’s what Einstein can do for you: Sales AI: Accelerate sales cycles with trusted AI capabilities. Einstein can compose emails enriched with customer insights, summarize sales calls, and provide real-time predictions to guide sellers towards successful deals. Customer Service AI: Enhance customer service experiences while boosting agent efficiency. Einstein surfaces relevant information during support interactions, automates case resolutions, and empowers agents with a knowledge base. Marketing AI: Drive personalized and efficient marketing campaigns at scale. Einstein provides insights to enhance engagement, create personalized customer journeys, and automate outreach efforts. Commerce AI: Personalize every buyer and merchant interaction with flexible ecommerce AI tools. Einstein generates product descriptions, recommends relevant products, and optimizes buying experiences. Einstein 1 Studio: Customize and extend AI for CRM with ease. Configure actions, prompts, and models to tailor Einstein Copilot to your specific business needs. Copilot Builder: Extend Einstein Copilot with familiar platform features to streamline workflows and monitor interactions seamlessly. Prompt Builder: Create prompt templates to expedite tasks and generate content grounded in your business data, ensuring relevance across Einstein Copilot, Lightning pages, and flows. Model Builder: Build or import predictive AI models into Salesforce and the Einstein Trust Layer, seamlessly managing AI models in a unified control plane. Deploy AI you can trust with the Einstein Trust Layer, ensuring privacy, security, and responsible use across your organization. Features like Dynamic Grounding, Sensitive Data Masking, and Ethics and Inclusivity policies uphold ethical AI principles while optimizing accuracy and relevance. Join companies like General Mills and Riley Children’s Health in leveraging the power of Salesforce AI to drive personalized experiences and optimize operations for greater impact and efficiency. 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

Read More
May 9, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Einstein
Salesforce Einstein Features
13Apr

Salesforce Einstein Features

Salesforce Einstein Discover the power of the #1 AI for CRM with Einstein. Built into the Salesforce Platform, Einstein uses powerful machine learning and large language models to personalize customer interactions and make employees more productive. With Einstein powering the Customer 360, teams can accelerate time to value, predict outcomes, and automatically generate content within the flow of work. Einstein is for everyone, empowering business users, Salesforce Admins and Developers to embed AI into every experience with low code. Salesforce Einstein Features. Einstein Copilot Sales Actions: Sell faster with an AI assistant in the flow of work.Call Exploration: Ask Einstein to synthesize important call information in seconds. Ask Einstein to identify important takeaways and customer sentiment, so you have the context you need to move deals forward.

 Sales Summaries: Summarize records to identify likelihood the deal will close, the competitors involved, key activities, and more. Forecast Guidance: Ask Einstein to inform your forecast and help you identify which deals need your attention. Close Plan: Generate a customized action plan personalized to your customer and sales process. Increase conversion rates with step-by-step guidance and milestones grounded in CRM data. Salesforce Einstein Features Sales Generative AI features: ° Knowledge Creation: ° Search Answers for Agents and Customers: Einstein Copilot Service Actions: Streamline service operations by drafting Knowledge articles and surfacing answers, grounded in knowledge, to the most commonly asked questions. Summarize support interactions to save agent time and formalize institutional knowledge. Surface generated answers to agents’ & customers’ questions that are grounded in your trusted Knowledge base directly into your search page. Search Answers for Agents is included in the Einstein for Service Add-on SKU and Search Answers for Customers is included in the Einstein 1 Service Edition.
Empower agents to deliver more personalized service and reach resolutions faster with an AI assistant built into the flow of work. You can leverage out-of-the-box actions like summarize conversations or answer questions with Knowledge or you can build custom actions to fit your unique business needs. Service Salesforce Einstein Features This Release Einstein CopilotSell faster with an AI assistant. No data requirements
Included in Einstein 1 Sales Edition.hEinstein Copilot: Sales ActionsSell faster with an AI assistant.No data requirements. 
 Call explorer and meeting follow-up requires Einstein Conversation Insights.
Included in Einstein 1 Sales Edition. Generative AIBoost productivity by automating time-consuming tasks.No data requirements. 
 Call summaries and call explorer requires Einstein Conversation Insights.
Included in Einstein 1 Sales Edition. Einstein will use a global model until enough data is available for a local model. For a local model: ≥1,000 lead records created and ≥120 of those converted in the last 6 monthsEinstein Automated Contacts Automatically add new
contacts & events to your CRM≥ 30 business accounts. If you use Person Accounts, >= 50 percent of accounts must be business accounts Einstein Recommended ConnectionsGet insights about your teams network to see who knows your customers and can help out ona deal ≥ 2 users to be connected to Einstein Activity Capture
and Inbox (5 preferred) Einstein Forecasting Easily predict sales forecasts inside
of Salesforce Collaborative Forecasting enabled; use a standard fiscal year; measure forecasts by opportunity revenue; forecast hierarchy must include at least one forecasting enabled user who reports to a forecast manager; opportunities must be in Salesforce ≥ 24 months;Einstein Email Insights Prioritize your inbox with actionable intelligence Einstein Activity Capture enabledEinstein Activity Metiics (Activity 360) Get insight into the activities you enter
manually and automatically from Einstein
Activity Capture Einstein Activity Capture enabled Sales Analytics Get insights into the most common sales KPIs No data requirements. User specific requirements like browser and device apply Einstein Conveisation Insights Gain actionable insights from your sales calls with conversational intelligenceCall or video recordings from Lightning Dialer, Service Cloud Voice, Zoom and other supported CTI audio and video partners.Buyer Assistant Replace web-to-lead forms with real-time conversations. No data requirements – Sales Cloud UE or Sales Engagement. Einstein Opportunity ScoringEinstein Activity CaptuiePrioritize the opportunities most likely to convertAutomatically capture data & add to your CRMEinstein will use a global model until enough data is available for a local model. For a local model: ≥ 200 closed won and ≥ 200 closed lost opportunities in the last 2 years, each with a lifespan of at least 2 days≥ 30 accounts, contacts, or leads; Requires Gmail, Microsoft Exchange 2019, 2016, or 2013 Einstein Relationship Insights Speed prospecting with AI that researches for you. No data requirements. Einstein Next Best Action Deliver optimal recommendations at the point of maximumimpactNo data requirements. User specific requirements like browser and device apply Sales AIGenerate emails, prioritize leads & opportunities most likely to convert, uncover pipeline trends, predict sales forecasts, automate data capture, and more with Einstein for Sales. Generative AIPrompt BuilderEinstein Lead ScoringEinstein Opportunity ScoringEinstein Activity CaptureEinstein Automated ContactsEinstein Recommended ConnectionsEinstein ForecastingEinstein Email InsightsEinstein Activity Metrics (Activity 360)Sales AnalyticsEinstein Conversation InsightsBuyer Assistant Sales AIGenerative AI: 
Feature Why is it so Great? What do I need? Automate common questions and business processes to solve customer requests fasterBoost productivity by auto-generating service replies, summarizing conversations during escalations andtransfers or closed interactions, drafting knowledge articles, and surfacing relevant answers grounded inknowledge for agents’ and customers’ commonly asked questions. Deliver optimal recommendations at the point of maximum impactEliminate the guesswork with AI-powered recommendations for everyoneDecrease time spent on manual data entry for incoming cases and improve case field accuracy and completionAutomate case triage and solve customer requests fasterDecrease time spent selecting field values needed to close a case with chat conversations and improved field accuracySurface the best articles in real time to solve any customer’s questionEliminate time spent typing responses to the most common customer questionsGet insights into contact center operations, understand customers, and deliver enhanced customerexperiencesChat or Messaging channels, minimum of 20 examples for most languagesNo data requirements. User specific requirements like browser and device apply Make sure that your dataset has the minimum records to build a successful recommendation. Recipient Records need a minimum of 100 records,Recommended Item Records need a minimum of 10 records, andPositive Interaction Examples need a minimum of 400 records

Read More
April 13, 2024in Generative AI, Salesforce Einstein, Snowflake
AI Project Planning by Workflows
22Sep

AI Project Planning by Workflows

Starting with Workflows-AI Project Planning by Workflows Step 1: Identify Key Business Processes Begin by listing out the most critical and repetitive processes in the business. This includes: Step 2: Pinpoint AI Integration Opportunities Break down each business process to identify specific decision points where AI can add value. Examples include: Step 3: Determine Relevant Data Sources Next, brainstorm the types of data that could help solve these problems. Organize potential data sources by factors such as: Step 4: Evaluate Data Viability Once you’ve matched problems with potential data sources, assess the practicality of using that data. Investigate the quality, accessibility, and relevance of the data to ensure it aligns with the business use case. AI Project Planning by Workflows. 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

Read More
September 22, 2023in Data
Salesforce Commerce Cloud Ecommerce Implementation Tasks and Roles
26Jul

Ecommerce Implementation Tasks and Roles

Ecommerce Implementation Tasks and Roles By Tectonic Salesforce Marketing Consultant, Shannan Hearne To effectively establish, improve, or expand your ecommerce presence, it is crucial to conduct a thorough assessment of the tasks and teams involved in achieving your business objectives. Whether you are embarking on a direct-to-consumer journey or managing an established organization with plans for new initiatives, the fundamental roles and functions of ecommerce remain consistent. In some cases, putting the perfect ecommerce implementation team together requires including a Salesforce partner like Tectonic to fill all the roles. Omnichannel (a term used in ecommerce and retail to describe a strategy aimed at providing seamless shopping experiences across all channels) strategies continue to be among the most compelling for brands, yet turning them into a reality poses challenges. With an estimated 90% of all purchases projected to happen online by 2040, the readiness of your business becomes a crucial question. Tectonic, as your Salesforce implementation partner, can help ensure your ecommerce readiness. As customers increasingly utilize multiple channels for purchases, expecting seamless experiences regardless of engagement location, omnichannel commerce holds more promise than ever. If you hope to promote an online store, the key lies in how you implement your ecommerce platform from the outset. From design to architecture to deployment, each step involves critical decisions impacting long-term success. Tectonic has the ability to help you make those critical decisions as well as a powerful pre-implementation discovery process to keep your ecommerce project moving forward in the right direction. Whether launching a new ecommerce business or migrating to a new ecommerce platform, the actions you take now will shape your future success. This step in digital transformation, a journey where there is no single case study for success among the estimated 26 million ecommerce sites in the world, is critical. Your roadmap will determine your potential for success or failure. Failure often stems from poor upfront planning, lacking a full understanding of the market, customers, and your own organization. Thoughtfulness in ecommerce implementation sets the stage for success. I once worked for a boss who’s mantra was “prior planning prevents poor performance”. In e-commerce implementations this rings true. There is not a guaranteed cookie cutter recipe for success. However, planning and putting into place the proper team is key. Key players in a smooth ecommerce implementation include: Scaling an ecommerce store requires thorough preparation, execution, and optimization. Brands gearing up to boost omnichannel experiences and derive value should establish goals, create a comprehensive plan, and align technology, product initiatives, and marketing strategies. Development teams implement features outlined in the roadmap, while UX and design teams ensure a seamless buyer experience. Marketing and merchandising strategies attract customers and foster loyalty, while development operations optimize backend processes for efficiency. Ecommerce implementation tasks and roles need to be fully staffed for success. Ecommerce Implementation Tasks and Roles Understanding how your ecommerce roadmap influences key activities and roles is crucial to grasp its impact on your commerce operations. Identifying ecommerce features aligned with your business goals and prioritizing them for development is critical. At Tectonic we put a huge effort into identifying your goals and creating a road map for your success. Depending on your development team’s skills and capacity, you may choose a minimum viable product (MVP) approach or a more aggressive strategy that emphasizes innovation and working with a Salesforce partner. Building teams supporting ecommerce success involves essential roles such as marketers, merchandisers, and UX designers. Mapping out necessary tasks and responsibilities within your ecommerce operations helps identify gaps in your team structure. This analysis enables informed decisions on hiring, reskilling, or engaging external experts from Tectonic to fill these gaps effectively. A successful ecommerce strategy requires expertise in user interface design, web development, search engine optimization, marketing, and a modern design understanding. Tectonic can supply manpower and training to upskill your team and organization for success with your ecommerce implementation. 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

Read More
July 26, 2023in Salesforce Commerce Cloud, Salesforce Implementation Services, Salesforce Managed Services
The Evolution of Salesforce Data Cloud
21Jul

The Evolution of Salesforce Data Cloud

The Evolution of Salesforce Data Cloud Salesforce’s journey to Data Cloud started with its acquisition of Krux in 2016, which was later rebranded as Salesforce DMP. This transformation gained momentum in 2019 when Salesforce introduced its customer data platform (CDP), incorporating Salesforce DMP. Subsequent acquisitions of Datorama, MuleSoft, Tableau, and Evergage (now Interaction Studio) enriched Salesforce CDP’s functionality, creating today’s robust Data Cloud. Understanding Customer Data Platforms (CDPs) A customer data platform (CDP) aggregates customer data from multiple channels to create a unified customer profile, enabling deeper insights and real-time personalization. A CDP serves as a centralized customer data repository, merging isolated databases from marketing, service, and ecommerce to enable easy access to customer insights. Salesforce’s “State of Marketing” report highlights the impact of CDPs, noting that 78% of high-performing businesses use CDPs, compared to 58% of underperformers. This analysis explores the evolution of CDPs and their role in transforming customer relationship management (CRM) and the broader tech ecosystem, turning customer data into real-time interactions. Key Functions of a Customer Data Platform (CDP) CDPs perform four main functions: data collection, data harmonization, data activation, and data insights. Origins of Customer Data Platforms (CDPs) CDPs evolved as the latest advancement in customer data management, driven by the need for a unified marketing data repository. Unlike earlier tools that were often limited to specific channels, CDPs enable real-time data synchronization and cross-platform engagement. Advances in AI, automation, and machine learning have made this level of segmentation and personalization attainable. The Future of Customer Data Platforms (CDPs) The next generation of CDPs, like Salesforce’s Data Cloud, supports real-time engagement across all organizational functions—sales, service, marketing, and commerce. Data Cloud continuously harmonizes and updates customer data, integrating seamlessly with Salesforce products to process over 100 billion records daily. With Data Cloud, organizations gain: Benefits of a Customer Data Platform (CDP) CDPs provide comprehensive insights into customer interactions, supporting personalization and cross-selling. Beyond segmentation, they serve as user-friendly platforms for audience analysis and data segmentation, simplifying day-to-day data management. Data Cloud allows organizations to transform customer data into personalized, seamless experiences across every customer touchpoint. Leading brands like Ford and L’Oréal utilize Data Cloud to deliver connected, real-time interactions that enhance customer engagement. The Need for Customer Data Platforms (CDPs) CDPs address critical data management challenges by unifying disjointed data sources, resolving customer identities, and enabling seamless segmentation. These capabilities empower companies to maximize the potential of their customer data. CDP vs. CRM CDPs are an evolution of traditional CRM, focusing on real-time, highly personalized interactions. While CRMs store known customer data, CDPs like Data Cloud enable real-time engagement, making it the world’s first real-time CRM by powering Salesforce’s Customer 360. Selecting the Right CDP When choosing a CDP, the focus often falls into two areas: insights and engagement. An insights-oriented CDP prioritizes data integration and management, while an engagement-focused CDP leverages data for real-time personalization. Data Cloud combines both, integrating real-time CDP capabilities to deliver unmatched insights and engagement across digital platforms. Content updated October 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

Read More
July 21, 2023in Data, Mulesoft, Salesforce, Salesforce Data Cloud
06Jun

Race to AI for CX

AI emerges as a transformative force revolutionizing the customer experience (CX) landscape in the dynamic world of global e-commerce. Its ability to handle extensive data and facilitate large-scale automation empowers brands to offer tailored and seamless CX journeys, fostering customer loyalty and satisfaction. The great race to AI for CX is upon us. In the era of rapid technological advancements, organizations worldwide are in a race to integrate AI-driven capabilities across their operations. The widespread adoption of AI is fueled by its recognition not just as a technological advancement but as a strategic imperative. Businesses invest in AI to enhance operational productivity, reduce costs, elevate customer experiences, and maintain competitiveness. AI’s impact on customer experience extends to substantial improvements in Customer Relationship Management (CRM) systems. Automation of tasks like data entry, lead scoring, and follow-up reminders, coupled with intelligent insights such as predicting high-converting leads, empowers sales teams to optimize their efforts. Considering the pivotal role customers play for every business, CRM has become a launchpad for AI-led transformations throughout enterprises. Businesses swiftly integrate AI-powered experiences into sales, marketing, service, and e-commerce use cases. However, for AI investments to meet expectations, they must be built on robust data practices and trust. Data readiness, reflecting an organization’s preparedness to access and use quality data across its business, is crucial for successful AI outcomes. Ensuring trust in AI, free from data-security concerns or incorrect outcomes, is equally essential. Many companies, lacking mature data practices for advanced AI capabilities like generative AI (genAI), express significant trust concerns; nevertheless, the imperative to progress prompts continued AI investments. The deployment of AI-powered chatbots enables customer service teams to deliver convenient, 24/7 support. These chatbots, exemplified by Zendesk bots, operate round the clock, offering real-time assistance even when support agents are offline. Generative AI-powered conversational bots enhance customer self-service, reduce resolution times, and improve satisfaction by maintaining case-specific tonality and context in real time. Personalized marketing, beyond being a trend, has become a cornerstone strategy for businesses aiming to establish profound connections with their audiences. Crafting messages that resonate personally not only captures attention but also cultivates conversations and fosters lasting brand loyalty. In a digital age where user experience can make or break a brand, strategic partnerships become crucial. The race to AI for CX is on and you can’t afford to be left behind. Enhancing digital user experiences often requires collaboration with specialized partners. Regpack, a versatile payment and registration solution, exemplifies this approach by collaborating with Webeo, specialists in B2B website personalization. This partnership resulted in a 565% increase in site conversion, a 302% rise in average time spent on the site, and a significant 30% drop in bounce rates. Webeo’s personalization software enabled Regpack to identify and adapt to the diverse needs of its clientele through advanced behavioral personalization techniques. Race to AI for CX AI’s impact on marketing extends beyond being an add-on tool, serving as a fundamental game-changer for crafting bespoke customer experiences. AI seamlessly bridges the digital and physical realms, particularly in ecommerce and retail sectors, dynamically adapting products and content based on consumer behavior. AI-driven technologies interpret vast data points, allowing brands to offer hyper-personalized interactions. Real-time data analysis and pattern recognition capabilities make AI a powerful tool for creating engaging and emotionally resonant personalized experiences. In essence, AI architects a new era in marketing, where experiences are not merely personalized but dynamically respond to evolving consumer desires and expectations. Leveraging AI, brands can create narratives that consumers feel intrinsically part of, fostering profound connections. For instance, Calian IT & Cyber Solutions employs personalized marketing tactics to understand and address the unique challenges and needs of each business they serve, fostering strong, long-term relationships with clients. The key takeaway for marketers is clear – the era of generic messaging is fading. A more nuanced, data-driven, and empathetic approach is emerging. Brands that embrace this shift, continuously innovate, and create experiences that customers feel a part of will thrive. As technology advances and consumer expectations evolve, mastering the art of personalization becomes crucial to redefine the marketing landscape. Key Strategies for Exceptional Customer Experience with AI: AI and Customer Experience (CX): AI impacts the entire customer journey, from predictive and prescriptive analytics to sentiment analysis, journey mapping assistance, orchestration, dynamic pricing, virtual try-ons, and augmented reality, providing an interactive and engaging shopping experience. AI and Employee Experience (EX): Efficiencies introduced by AI in employee tasks directly benefit customers. When repetitive tasks are automated, employees gain time for critical and value-added tasks, leading to increased productivity, reduced workload, fewer errors, and improved job satisfaction. Delivering Exceptional Customer Experience with AI: As customer expectations evolve, AI offers a scalable approach for brands to exceed expectations, resulting in memorable customer experiences shaped by clear communication, seamless journeys, and engaging personalized interactions. The transformative potential of AI for CX success is evident in its ability to reshape the marketing landscape. 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

Read More
June 6, 2023in Salesforce Einstein
Salesforce Success Story
18Feb

Case Study: Salesforce Innovation for Hospitality

Major hospitality management firm, moves to the cloud and adopts Google Cloud and Salesforce to improve operational insights and decision-making. Tectonic assisted them to move to the cloud and obtatin quicker, actionable insights with business intelligence. Salesforce Innovation for Hospitality.

Read More
February 18, 2023in Google Analytics, Salesforce, Salesforce Development Services, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Optimization, Salesforce Success Stories
Salesforce Lightning
03Nov

Why Migrate From Salesforce Classic to Salesforce Lightning?

Why Switch from Salesforce Classic to Lightning? Salesforce is actively advancing the Lightning interface, and the reasons are compelling. The Lightning platform offers numerous advantages, including an improved user interface, quicker development times, and extensive customization options. With user-friendly features like drag-and-drop functionality, Lightning enhances the overall user experience (UX). Many companies are opting to migrate from Salesforce Classic to Salesforce Lightning to leverage these benefits and more. Salesforce Classic Salesforce Classic served as the primary interface until 2016, but today, it is considered outdated. Investing in Lightning Experience is driven by the desire to deliver a superior user experience, adopt features solving business challenges, enhance processes, and gain access to Lightning innovation and rapid app development technology. Given that Salesforce Lightning is faster, provides advanced customization features, and boasts easier navigation compared to Classic, transitioning to Lightning in 2023 can be a strategic decision for your business. Lightning also integrates Salesforce Einstein, offering reporting, analytics, and generative AI capabilities. Salesforce Lightning In contrast to Classic, the Lightning development platform enables non-technical users to effortlessly create customized apps without programming knowledge. Due to its sleek UI, faster performance, regular feature releases, and comprehensive usability, Salesforce Lightning has become the preferred CRM for businesses. Migration However, migrating from Salesforce Classic to Lightning, or any other CRM to Lightning, presents challenges, including high implementation time. Opting for a phased rollout is an effective approach to overcome these challenges. While challenges may arise, a strategic plan executed by experienced Salesforce Lightning Support can ensure a seamless and timely migration. If you’re ready to migrate to Salesforce Lightning, especially if your Salesforce is highly customized, it’s crucial to document all changes made in Classic and identify corresponding solutions in Lightning. If handling the complexities of Classic seems daunting, consider engaging a Salesforce Migration partner like Tectonic to conduct a full Salesforce audit before migrating to Salesforce Lightning, ensuring a smooth transition. Content updated December 2023. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
November 3, 2022in Data, Generative AI, Salesforce, Salesforce Einstein, Technology
Salesforce Genie
31Oct

Genie Salesforce

Salesforce Genie is a real-time platform that synthesizes customer data, enabling organizations to meet their customer requirements and expectations as and when they change. What is the difference between Salesforce Genie and CDP? Data activation protocols are followed by the Salesforce Customer Data Platform. This helps in order to segment the audience and activate the data. With Genie, you are able to unify your data and resolve customer identity issues. What is the Genie platform? Genie is an online sales platform that allows you to leverage the strengths of traditional marketing. With online marketing and direct mail into successful multi-channel campaigns. Combine data, marketing and tracking in one place. Always with a team of data marketing experts only a phone call away for support. It makes it easier for businesses to decode and make sense of all their data from all systems, channels, or data streams. It also integrates data from each step in the customer’s experience into a unified customer profile record. Therefore helping create one single view of the customer. Have you ever called a support line and spent unnecessary time talking the agent through your purchase history to get the right level of support? Or when an ecommerce site states the shirts that you have been eyeing for are finally in stock, but they’re still out of stock when you get to the store? These are familiar scenarios for most of us. We expect every experience to be connected and updated in real time. When they aren’t, we’re disappointed. Salesforce Genie was first announced by Salesforce at Dreamforce ‘22. 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

Read More
October 31, 2022in Data, Salesforce

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com