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Keys to Writing Meaningful Email Content

By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Email marketing remains a powerful tool for businesses to engage with their prospects and customers. Writing meaningful email content takes time and practice. It’s essential to recognize that your recipients and subscribers face a constant barrage of emails. The challenge becomes making your email stand out in the inbox, prompt subscribers to open, read, and respond to your desired Call to Action.  Here are proven methods to enhance the interest, effectiveness, and credibility of your emails: Stay Relevant: Set a Content Hierarchy: Tell a Story: Keep it Simple: Trim it Back and Clean it Up: Grab Their Attention: Include a Preheader: Save Time with AI: Drive Results with a Strong CTA: Test. Test. Test Again: By adhering to these email content tips, you can create emails that are engaging, effective, and eagerly anticipated by your readers. Whether focusing on relevance, storytelling, simplicity, or testing, these strategies will highlight the interest, effectiveness, and trustworthiness of your brand. Start crafting those emails and monitor their success. If you are struggling with the challenge of writing meaningful email content, Tectonic consultants can help. Contact us today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Sending Emails Through Salesforce

Writing Attention Grabbing Emails

Attention Grabbing Emails By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne The ability to compose compelling emails is a valuable skill honed over time by most professionals. Email serves as one of the primary modes of professional communication, and poorly crafted emails can significantly lessen the impact your message has. To help you enhance your email writing skills, here are some tips for producing effective emails I’ve fine tuned over a 25 year career in marketing. Once you’ve incorporated these strategies, you should feel confident in sending emails to anyone, eliminating post-send stress and anxiety. Attention Grabbing Emails: In this insights post, we will cover: 1. Defining Your Email Goals Writing an email is akin to preparing a savory meal. Just as a cook carefully selects and prepares ingredients to create a delicious dish, you must choose your words and organize your thoughts fully to compose a clear and effective email. You want the palette, or the brain, to be satisfied. Attention Grabbing Recipients Before diving into the email content, consider defining your email goals. Ask yourself the following questions: Identifying these aspects can facilitate the creation of quick, effective, and compelling emails. Planning your communication goals beforehand not only makes you appear as a strong communicator but also saves the reader’s time. Once your goals are defined, you can proceed to compose the email. 2. Crafting an Email To create an impactful email, follow these steps: Writing an attention-grabbing email involves several key factors: To prevent your email from missing its intended mark, let’s look at each step. 1. Use a professional email address: The recipient’s first impression is often based on your email address. First impressions matter. Sending an email from an address like “[email protected]” to a professional contact may create an unintended bias. It is crucial to use a professional email address for all business communication. It is quite easy today to set up an email server and send your emails from a professional email address. 2. Craft a compelling subject line: Subject lines can determine the success of your email. It is often the deciding factor in whether someone opens your email or not. Avoid vague and indirect subject lines, and instead, opt for ones that are clear, specific, and descriptive. Whether reaching out for the first time or sending internal emails, a well-crafted subject line provides recipients with expectations and sets the tone for what they should expect once opened. Avoid deceptive subject lines when sending promotional emails, as it can lead to a loss of trust. Instead, use positive and transparent subject lines to foster a positive association with your emails. Say what you mean and deliver what you say. 3. Avoid using spam words. Keep your subject line free of any words that are likely to be captured by a spam filter. Or turn off the recipient. You cannot write an attention grabbing email if it gets caught in the spam filter. 4. Start with an appropriate greeting for attention grabbing email: The opening of your email includes the salutation and the opening sentence. The choice of salutation depends on the context. For formal emails, consider using “Dear [X],” while more casual environments may allow for “Hi [Name]” or “Hello [Name].” Avoid gendered and non-inclusive terms, ensuring your salutation aligns with the level of formality required for the situation. 5. Keep your message concise: Given the high volume of emails received daily, optimizing your email for readability and scannability is crucial. Use short paragraphs, bullet points, visuals, and formatting tools to enhance readability. Active language, without jargon, ensures clarity and effectiveness. If your message requires extensive information, consider suggesting a phone call or meeting instead. 7. Maintain consistency in your font: A professional appearance is essential for effective communication. Avoid overwhelming your recipient with varied fonts, sizes, and colors. Stick to one font and use a secondary font sparingly. Utilize web-safe email fonts to ensure consistent display across devices and operating systems. 8. Check the tone of your message: The tone sets the scene for effective, professional communication. Begin your email on a positive and friendly note, striking an appropriate balance based on the context and recipient. Avoid excessive use of exclamation points and emojis, tailoring your tone to the seriousness of the content and the recipient. We might think it generates an attention grabbing email, but it quickly becomes annoying to the reader. 9. Conclude with a simple closing in attention grabbing emails: Keep your closing simple and straightforward, avoiding overly elaborate or inappropriate endings. Use common closing lines such as “Sincerely,” “Best regards,” or “Thank you.” Incorporate a strong call-to-action (CTA) to guide the recipient on the next steps. 10. Include a clear call to action: Unless your email communication is strictly informational, such as a transactional email or an announcement, be sure to tell the recipient what you want them to do next. Sign up or join me or RSVP. 11. Utilize a professional signature for attention grabbing emails: Include a professional signature at the end of your email, specifying your full name, role, and company. Include relevant links to your company’s website and social media profiles. Tailor the signature based on the context and the recipient, maintaining simplicity in lengthy email threads. Many email platforms allow you to pull in pre-configured signatures. Double check the signature you chose is appropriate for the recipient. Attention Grabbing Emails end as well as they begin. 12. Observe email etiquette for different work situations: Different work scenarios demand varied forms of communication. While adhering to general rules, tailor your approach based on the situation. For example, a follow-up email after an interview requires a different tone and structure than a request for time off. Familiarize yourself with professional email etiquette to ensure your messages align with the specific context. 13. Wisely use CC and BCC fields: Effectively managing email chains involves prudent use of CC and BCC fields. Use the CC field when a contact needs to view and respond to an email.

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Einstein GPT Announced

Einstein GPT Announced

Salesforce is intensifying its focus on artificial intelligence (AI) with the announcement of a new collaboration with OpenAI and the introduction of the Einstein GPT generative AI service. Read on to learn more about Einstein GPT Announced! Although AI has long been a part of Salesforce’s strategy, with the development of its Einstein AI platform dating back to 2016, the company is now taking a significant step forward with the Einstein GPT service. This service, initially integrated with OpenAI, aims to enable users to automatically generate content, respond to emails, create marketing messages, and produce knowledge base articles, all with the goal of enhancing customer experience. Some of us even refer to this as automagically! According to Salesforce, OpenAI is just the first of several partners that will work with Einstein GPT, though specific details about future partnerships were not disclosed. In conjunction with the Einstein GPT announcement, Salesforce also revealed the establishment of a $250 million fund through Salesforce Ventures to support the startup ecosystem focused on generative AI. Clara Shih, Salesforce’s general manager, emphasized the transformative potential of generative AI for enterprises, highlighting the integration of Einstein GPT across various Salesforce platforms, including Mulesoft, Tableau, and Slack. Einstein GPT operates by leveraging customer data alongside generative AI models. Jayesh Govindarajan, Salesforce’s senior vice president for AI/ML, explained that the service utilizes natural language processing (NLP) components to understand user objectives and assist in executing tasks. He emphasized the importance of fine-tuning the model with layers atop OpenAI’s GPT model, with much of the customization derived from an organization’s proprietary content stored in the Salesforce data cloud. Moreover, Salesforce ensures data privacy and security by allowing organizations to keep their data private within the Salesforce cloud. Einstein GPT’s implementation spans various areas of the Salesforce portfolio, including service, sales, marketing, and development, offering capabilities such as auto-drafting responses for customer service agents, generating summaries for sales updates, dynamically creating content for marketing campaigns, and automatically generating code snippets for developers. The partnership between Salesforce and OpenAI extends beyond the formal announcement, with OpenAI being both a customer and technology provider for Salesforce services like CRM and Slack. Additionally, OpenAI has developed ChatGPT for Slack, allowing users to access ChatGPT directly within the platform for summarizing conversations and receiving writing assistance. Salesforce’s Einstein GPT initiative, in collaboration with OpenAI, represents a significant advancement in leveraging generative AI to redefine customer engagement across enterprises of all sizes and industries. To explore Einstein GPT’s potential for your business, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Sales Cloud Einstein

Einstein GPT from Salesforce

Salesforce, the leading global CRM provider, has unveiled Einstein GPT, the world’s first generative AI CRM technology. Engineered to craft personalized content across sales, service, marketing, commerce, and IT interactions, Einstein GPT aims to enhance employee productivity and elevate customer experiences. While Salesforce had previously integrated AI into its ecosystem with Einstein AI, the introduction of Einstein GPT represents a notable advancement. Leaning on OpenAI’s capabilities, Einstein GPT is an empowered iteration of existing technology, aligning with Salesforce’s commitment to artificial intelligence technology adoption. Einstein GPT from Salesforce Einstein GPT operates as an open and extensible platform, leveraging trusted, real-time data for training. It facilitates public and private AI models tailored for CRM, integrating seamlessly with OpenAI to offer generative AI capabilities. This enables users to connect data to OpenAI’s advanced models or choose external models, employing natural-language prompts within Salesforce CRM for content generation that dynamically adapts to evolving customer information and needs. The technology infusion of Einstein GPT involves combining Salesforce’s proprietary AI models with generative AI tech from an ecosystem of partners and real-time data from the Salesforce Data Cloud. This combination allows the generation of personalized content, including emails for sales, responses for customer service, targeted content for marketers, and auto-generated code for developers. The collaboration with OpenAI extends Salesforce’s capabilities by merging OpenAI’s enterprise-grade ChatGPT with Salesforce’s private AI models. Additionally, Salesforce Ventures announced the Generative AI Fund. This is a 0 million investment initiative supporting startups to foster responsible, trusted, and generative AI development. Einstein GPT introduces various applications, such as Einstein GPT for Sales, Service, Marketing, and Developers. These applications empower users to auto-generate things they used to have to write. Sales tasks, enhanced customer service interactions, dynamically created personalized content, and improved developer productivity through an AI chat assistant. To further enhance collaboration, Salesforce and OpenAI introduced the ChatGPT for Slack app. Thus offering AI-powered conversation summaries. The research tools and writing assistance within the Slack platform are aided by Einstein.. Prominent organizations like HPE, L’Oréal, RBC US Wealth Management, and S&P Global Ratings have acknowledged the value of generative AI. They are all improving customer engagement. 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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Tectonic at a Glance

Tectonic delivered over 500 successful implementations. Tectonic at a Glance 4.9 Customer Satisfaction Rating Salesforce partner delivering innovative business results through Sales, Service, Marketing, & Experience Clouds. Tectonic at a Glance We help our customers transform their organizations to be more data-driven through: Contact Tectonic today. ​ Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Tectonic Salesforce implementation partner

Salesforce Implementation Company

Salesforce implementation partners are organizations licensed by Salesforce to assist CRM users in selecting and implementing Salesforce’s CRM solutions within their organizations. These partners often specialize in specific industries and use cases, aiming to drive Salesforce adoption rates across teams. Salesforce implementation services cover a range of activities, including consulting, configuration, customization, migration, integration, support, and more. Learn more about Salesforce Implementation Company solutions. For instance, Tectonic, a CRM development company, specializes in helping companies implement reliable Salesforce solutions to enhance their sales, customer service, and marketing processes. Salesforce provides consulting partners with resources, training, and tools to develop expertise in specific business functions, product areas, and industries. This empowers them to better serve their customers and refine their practices. Adding value with specialized business logic is a key aspect of Salesforce implementation partners’ services. This involves leveraging Apex development solutions to enhance the functionality of the Salesforce CRM platform. The Salesforce services offered by implementation partners focus on cost-effectiveness, close collaboration, efficiency gains, and process improvements. These services include implementation, custom development, migration, integration, and ongoing support. Key features of Salesforce implementation partners’ services: Overall, Salesforce implementation partners play a crucial role in enabling organizations to engage with various stakeholders effectively, utilizing the diverse capabilities of the Salesforce platform to drive meaningful interactions and achieve business goals. They offer tailored services, leveraging their experience and expertise in the Salesforce ecosystem. Contact Tectonic today for Salesforce solutions for your business. 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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Cloud Technology Providers

Cloud Technology Providers

Exploring Cloud Computing and the Leading Cloud Technology Providers The concept of cloud computing has evolved significantly over the past 60 years, with its modern form emerging in 2002 when Amazon, seeking efficient marketplace expansion, laid the groundwork for what we know today. Amazon Web Services (AWS), its cloud services subsidiary launched in 2006, now stands as the largest Cloud Service Provider (CSP) globally. This insight digs into the cloud infrastructure market landscape, spotlighting dominant players and more. What is a Cloud Service Provider? A Cloud Service Provider (CSP) leases technology, infrastructure, and expertise to businesses and individuals for cloud computing purposes, spanning online storage, compute, and networking accessible via the Internet. CSPs manage and operate multiple global data centers housing physical infrastructure like servers, hard drives, and cooling systems. Users worldwide can access this cloud infrastructure anytime, anywhere, purchasing capacity on a pay-as-you-go basis (usage-based pricing). Key Benefits of Using a CSP vs. Building On-Premises Companies often opt against building in-house cloud infrastructure due to cost, expertise requirements, and ongoing maintenance. Leveraging a robust CSP delivers numerous advantages, such as: CSPs also handle infrastructure testing, updates, security, and optimization, freeing businesses to focus on core operations. However, some challenges come with this cloud model. Challenges of Using a Cloud Technology Providers Primary challenges of CSPs include: Market Share of the Big Three CSPs (AWS, Azure, GCP) Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) collectively dominate the cloud infrastructure market, holding 66% market share globally, according to Synergy Research Group. Key Cloud Technology Providers in 2023 Leading cloud providers enabling global innovation include: Cloud computing continues to evolve, with market leaders and niche players alike driving innovation and transformation across industries. Content updated December 2023. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Email Objectives

Email Objectives

Gain clarity on your email marketing objectives. What specific targets does your email program need to achieve? Is it aiming for a 5% increase in the subscriber base over the next six months? Or perhaps it’s focused on reducing unsubscribes or boosting clicks to conversions? Understanding your email marketing objectives is akin to wielding a secret weapon for small businesses and B2B marketing, enabling them to cultivate and nurture robust relationships with their audience. Every successful email marketing campaign owes its triumph to well-defined goals and objectives. Without these guiding stars, even the most compelling emails risk falling flat or veering off course. This article delves into the pivotal importance of establishing clear targets in email marketing and provides insights into crafting them for optimal impact. Without a clear direction, you may inadvertently inundate your subscribers with emails solely focused on immediate conversions. Over-emailing without established objectives can lead to subscriber fatigue, ultimately tarnishing your customer file. Email marketing objectives revolve around creating and disseminating valuable content that resonates with the audience. Whether it’s newsletters, product updates, helpful information, or industry insights, the aim is to deliver content that adds value to the recipient’s experience. Understanding SMART Goals for Email Campaigns Your email campaign goals should be SMART: Specific: Define precise goals like “Increase email open rates by 15%.” Measurable: Quantify your objectives, such as “Generate 500 new leads through email sign-ups.” Achievable: Ensure your goals are feasible with the resources at your disposal. Relevant: Align your goals with your overall marketing strategy and business objectives. Time-Bound: Set deadlines, for instance, “Achieve a 10% click-through rate within the next two months.” Incorporating SMART email campaign goals allows you to plan activities effectively and allocate resources for success. Here are some examples of SMART email marketing goals: Increase email open rates by 10% within the next six months. Generate ,000 in revenue from email marketing within the next three months. Achieve a 5% conversion rate on our email marketing campaigns within the next year. Grow our email list by 500 subscribers within the next quarter. Improve customer engagement with our emails by sending at least two emails per month to our subscribers. Regularly monitor your progress by reviewing the performance of your emails. Analyze aggregated data, campaign categories, and individual email sends to identify top-performing content. Incorporate successful strategies into other campaigns and compare your findings against benchmarks. Share insights with your broader organizational partners. What is a KPI in Email Marketing? Key Performance Indicators (KPIs) are measures of various aspects of an email campaign’s performance. Tracking email KPIs provides insights into who opens your marketing emails and who forwards them to other contacts. The Consequences of Ambiguous Objectives in Email Marketing In online communication, having clear objectives is paramount. Unclear goals are akin to embarking on a journey without a map, leading to significant challenges in email marketing. Here’s why: Mixed-Up Marketing: Unclear goals can result in scattered marketing efforts, confusing or deterring potential customers. Wasting Time and Money: Lack of clarity may lead to misallocation of resources, causing missed opportunities and inefficiencies. Loss of Trust: Subscribers expect valuable content. Unclear goals may result in content that doesn’t meet expectations, eroding trust and credibility. In summary, while the pace of email marketing may be swift, unclear goals can precipitate numerous challenges. Clarity and focus are essential to mitigate these issues and drive better results. Email marketing transcends mere message exchange; it represents a strategic journey laden with specific goals. Inform: Provide subscribers with useful and pertinent information to establish trust and credibility. Attract: Expand the subscriber base by creating engaging campaigns and leveraging lead magnets. Engage: Foster active interaction with subscribers by delivering compelling content that prompts them to open, click, and respond. Guide: Lead subscribers through various stages of the customer journey, nurturing leads and facilitating conversions. Nurture: Build and maintain relationships with subscribers by understanding their needs and preferences, tailoring content to cultivate long-term loyalty. Convert: Prompt recipients to take specific actions, solidifying the impact of the email marketing strategy. Each email serves as a narrative and an opportunity for businesses to connect with their audience. By setting clear goals, email marketing campaigns can be purposeful, effective, and aligned with overarching business objectives. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Managed Services

Salesforce Managed Services

Salesforce is as a powerful CRM platform, streamlining operations, boosting productivity, and enhancing customer satisfaction. Nevertheless, the task of maintaining and optimizing a Salesforce org poses challenges for any business, no matter how large the IT team. To surmount these obstacles, many enterprises are turning to SFDC Managed Services.  Managed Services are a cost-effective solution to remote system administration and development providing maximum flexibility. Salesforce Managed Services Managed Services is the outsourcing of Sales, Marketing, and/or Customer Success functions to a certified Salesforce partner.   Your Salesforce MSP will provide optimal functionality to your Salesforce instance with minimal costs and hassle.  A Managed Services Provider can handle everything from installation and customization to ongoing administration and configuration in your org. Managed services entail an outsourcing model that delegates specific processes and functions to a third-party provider, aiming to optimize operations and reduce costs. This proactive approach concentrates on averting issues before they arise. With Managed Services, businesses gain access to the expertise of a dedicated Salesforce team, alleviating the complexities of hiring, managing, and retaining in-house employees. Avoiding the knowledge loss associated with employee turnover. This continuous support and maintenance solution enables businesses to keep their Salesforce org in optimal condition, aligned with their evolving needs. It also delivers essential consulting expertise to maximize the platform’s business value. Given that over 90% of Salesforce implementations involve enterprise-wide integrations and 60% utilize multiple Salesforce products, maintaining and optimizing a Salesforce org demands a broad skill set and a consulting mindset. By embracing SFDC Managed Services, businesses ensure they possess the necessary resources to fully capitalize on their Salesforce investment. What are managed services? Managed services for Salesforce are the best solution for businesses irrespective of their size and scope. It empowers organizations to reduce operational costs while aligning more specialized experts for implementation, training, administration, and support. Managed Service Provider The Managed Service Provider (MSP) Track is designed for partners that connect with their customers in entirely new ways by offering managed services. Unlike consulting partners who engage with customers during sales and implementation only, MSP Partners offer services post-implementation or on an ongoing basis. Your Salesforce Managed Service Provider keeps your Salesforce working at optimal performance levels allowing you to deliver world-class customer service to your customers. For a tailored Salesforce Managed Services solution for your business, reach out to Tectonic today. Tectonic is ready to partner with you, offering Salesforce support at every stage of your 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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Connecting Data Strategies to Business Goals

Getting a handle on organizational data may not pay off until business and technical stakeholders agree on the core objectives. Connecting Data Strategies to Business Goals ensures the goals are met. Many leaders admit they need tighter alignment: Forty-one percent of line-of business leaders say their data strategy has only partial or no alignment with business objectives. Similarly, 37% of analytics and IT leaders see room for improvement. Part of the disconnect may stem from a lack of shared KPIs. Over six in 10 analytics and IT leaders are in the dark about line-of business teams’ data utilization or speed to insight. Fewer than one-third of analytics and IT leaders track the value of data monetization. This raises the issue of whether the majority of teams can effectively quantify the ROI of data initiatives for business stakeholders in the first place. Bring together known and unknown data from all your sources, for a true 360 customer view. Connecting Data Strategy to Business Goals: A 5-Step Approach 1. Identify Business Objectives and Goals Start by clearly identifying your organization’s business objectives and goals. Review your mission statement, conduct a SWOT analysis, define SMART goals, and engage with stakeholders to understand their priorities. Prioritize these goals based on their importance and impact. 2. Assess Current Data Landscape Conduct a comprehensive assessment of your current data landscape. Perform a data inventory, assess data quality, identify any gaps, evaluate data governance policies, and determine your organization’s data analytics capabilities. 3. Identify Gaps and Pain Points Identify gaps and pain points by conducting a gap analysis, analyzing customer feedback, reviewing operational processes, evaluating data analytics capabilities, and engaging with stakeholders. This step is crucial for tailoring your data strategy to address specific needs. 4. Develop a Data Strategy Develop a data strategy aligned with your business goals. Define your data vision, identify relevant data sources, develop data governance policies, define data analytics capabilities, and prioritize data initiatives based on their impact. Ensure that your strategy addresses the identified gaps and pain points. 5. Implement Data Governance Implement robust data governance to ensure the effectiveness and sustainability of your data strategy. Define data ownership, develop policies and procedures aligned with business goals, implement data quality controls, monitor data usage, and provide training to employees on data governance principles. By following these steps, you can establish a strong connection between your data strategy and business goals, enabling your organization to leverage data effectively to achieve its objectives. Current Trends Shaping the Future of Data and Business Strategy: What are the 6 key components of a data strategy? These components may differ among data assets depending on their priority and relationship to institutional goals and operational needs. An investment in data strategy is an investment in the achievement of your company’s strategic vision. 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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Salesforce Genie

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

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salesforce marketing cloud interaction studio

Success with Salesforce Interaction Studio

Success with Salesforce Interaction Studio involves defining goals, measuring KPIs, mapping customer journeys, creating relevant content, and adopting a crawl-walk-run approach. Implemented correctly, Interaction Studio improves customer experiences, increases conversions, and fosters customer loyalty. With Marketing Cloud Interaction Studio, you can visualize, track, and manage customer experiences with real-time interaction management. Use the customer experiences to drive valuable engagement at the right moment and just the way your audience prefers. NOTE: Interaction Studio is now called Marketing Cloud Personalization. Interaction Studio (formerly Evergage) Interaction Studio (formerly Evergage) enhances the power of Marketing Cloud with expanded real-time personalization. Companies use Interaction Studio to tailor interactions with customers and prospects to increase loyalty, engagement, and conversions. Using real-time cross-channel personalization and machine learning capabilities, Interaction Studio adds to Marketing Cloud’s robust customer data, audience segmentation, and engagement platform. You can deliver more relevant experiences during moments of interaction across the entire customer journey. You understand each prospect by building a customer profile from different data sources. With a customer profile built, you can engage with them as an individual in real-time. In Interaction Studio, gain up-to-the-moment customer insight. You can also learn how to grant Interaction Studio access through Marketing Cloud. And you can also transfer data from a Marketing Cloud data extension to an Interaction Studio datastore. For more Interaction Studio resources, open Interaction Studio, and click Help. You can also access more information at the Interaction Studio Help Center. Success with Salesforce Interaction Studio Interaction Studio helps You understand each prospect by building a customer profile from different data sources. After a customer profile built, engage with the customers immediately. You can get help on deciding how to interact with them on the channel they use. To help you manage and act on customer data, use Interaction Studio around these pillars: For more information, consult the Evergage Knowledge Base and Evergage Developer Documentation. 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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Salesforce Customer 360

360 Degree View in CRM

What does the term “360-degree customer view in CRM” mean? It’s a comprehensive approach to understanding customers by consolidating their individual data from various touchpoints into a unified perspective. This holistic view is increasingly crucial for businesses embracing customer-centricity to foster loyalty, enhance service, and drive growth. In the realm of CRM, a “360-degree customer view” refers to the compilation of all available and relevant customer information by a company to deliver highly personalized and efficient customer service. Salesforce Customer 360, an integrated CRM platform, addresses this challenge by connecting departments and customer data, providing everyone with a shared view centered around the customer. The benefits of a 360-degree customer view are manifold. It enhances customer understanding, allowing businesses to predict needs more accurately. Through understanding the customer journey map, personalized marketing strategies can be crafted, leading to higher engagement and conversion rates. Customer service is improved as representatives have access to a customer’s entire history, ensuring more informed and effective service. Additionally, operational efficiency is boosted by consolidating data into a single viewpoint, streamlining processes for smoother and more efficient operations. How does a 360-degree customer view differ from CRM? While CRM is operational, focusing on optimizing marketing, driving sales, and improving customer support, a customer 360 utilizes data to reveal customer behavior across all transactions, interactions, channel experiences, sales conversations, service calls, and more. 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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Digital Transformation Consulting

Digital Transformation Consulting

Empower Digital Evolution — Traditional tools like shared spreadsheets and physical paper fall short in the face of modern digital solutions. At Tectonic, we specialize in delivering compelling digital experiences to both our clients and their customers. Our team of digital transformation consultants collaborates closely with you to conceive, construct, and expand genuinely transformative digital enterprises. Digital Transformation Consulting is a key. Digital transformation consultants are seasoned professionals dedicated to aiding organizations in implementing digital technologies and strategies that enhance operations, elevate customer experiences, and boost profitability. These consultants play a vital role in future-proofing businesses, pinpointing areas requiring more effective management for sustained future success. Digital transformation involves the integration of technologies across companies to instigate profound change, resulting in increased efficiency, heightened business agility, and the creation of new value for employees, customers, and shareholders. Market research indicates a continuous growth in the digital transformation market, projected to achieve a CAGR of 23.6% until 2030. This trend underscores the proactive approach companies are taking to seek assistance in navigating these processes and maximizing their return on investment. A digital and AI transformation is the ongoing development of organizational and technology-based capabilities enabling a company to consistently enhance customer experiences, lower unit costs, and maintain a competitive advantage over time. The “5 A’s of digital transformation” — Audience, Assets, Access, Attribution, and Automatization — serve as guiding principles. Additionally, there are four types of digital transformation: Process, Business Model, Domain, and Cultural/Organizational transformations. The six pillars of digital transformation include people, leadership, experience, culture, change, and innovation. These elements form the foundation for cultivating a digital transformation mindset. Hiring a digital transformation consultant is helpful, as these experts adeptly execute transformations that maximize positive impacts on people and processes while minimizing operational disruptions and optimizing resource allocation. Given that nearly 70% of digital transformation efforts face some degree of failure, partnering with a consultant can significantly contribute to success. The challenges of digital transformation are substantial, often stemming from organizational and technology complexity. This complexity can make it challenging to coordinate and manage efforts effectively. Overcoming these challenges is essential for a smooth and seamless transition to a digital future. Real-world business examples, such as Netflix, NIKE, Starbucks, AUDI, Adobe, and Airbnb, highlight successful digital transformations, showcasing the impact of embracing digital evolution in diverse industries. Tectonic specializes in Digital Transformation Consulting as a part of our Salesforce implementation and consulting services. 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

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