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18Dec

Marketing Agents for Campaigns

Marketing Agents: The Next Frontier in Campaign Creation and Optimization For years, content creation and distribution have been key challenges for marketers. According to recent research from the Content Marketing Institute, 54% of B2B marketers lack the resources needed to produce high-quality content at scale. Similarly, B2C marketers often struggle to create consistent, repeatable, and scalable processes. On top of these challenges, they must balance resource management to ensure campaigns are efficient, impactful, and engaging enough to stand out from the competition. The solution to these challenges lies in marketing agents, powered by data and AI. These intelligent tools streamline content creation, optimize campaigns, and make marketing processes more efficient. At this year’s Dreamforce, Salesforce introduced Agentforce, a suite of tools designed to create, customize, and deploy marketing agents across the Customer 360 platform. As part of this launch, Agentforce Campaigns is already gaining attention from customers eager to harness its potential. According to Salesforce’s 9th State of Marketing Report, 71% of marketers plan to integrate generative and predictive AI into their workflows within the next 18 months. This insight explores how marketing agents, like those offered in Agentforce, can transform customer engagement while enhancing internal team productivity and collaboration. Redefining Campaign Delivery with Marketing Agents Marketing agents are part of a broader suite of AI-powered virtual assistants that collaborate with humans to streamline workflows and optimize decision-making. These agents analyze data, interpret requests, and execute tasks such as content generation, campaign optimization, and performance analysis. Salesforce’s AI agents are designed to be partners, taking on time-consuming tasks so marketers can focus on high-value, strategic activities. With marketing agents, teams spend less time gathering and managing data and more time delivering personalized, impactful campaigns. A key mindset shift is required to maximize the value of these tools: instead of asking, “How can agents make business as usual more efficient?”, marketers should think, “How can agents transform the way we deliver exceptional customer experiences?” Streamlining Campaign Creation with Agentforce Campaigns 1. Intelligent Recommendations for Focused Action Einstein, Salesforce’s AI engine, analyzes data and provides contextual recommendations to help marketers achieve their goals. Agentforce Campaigns takes this a step further by turning these static recommendations into actionable steps, such as adjusting an audience segment or creating an entirely new campaign. 2. Rapid Campaign Brief Creation Agentforce Campaigns can draft campaign briefs in seconds using natural language prompts. These briefs incorporate organizational goals and marketing guidelines, making them ready for review and sharing within Salesforce. This saves time and ensures alignment from the start. 3. Contextual Content Creation Once a campaign brief is approved, marketing agents can generate campaign content such as emails and landing pages. Agentforce Campaigns automatically drafts subject lines, body copy, and calls to action within branded templates. Content can be refined using natural language commands or manual adjustments to fit the brand’s tone and strategy. 4. Simplified Audience Segmentation Marketers no longer need SQL expertise to build audience segments. With Agentforce Campaigns, they can describe their target audience in natural language, and the AI translates this into the necessary segment attributes. 5. Journey Activation at Scale Marketing agents simplify the process of activating multi-channel campaigns. Using natural language prompts, Agentforce Campaigns can configure a draft journey, complete with personalized content, ready for refinement and deployment. Unlocking New Opportunities with Marketing Agents 6. Unlimited Content Variations Time and budget constraints often limit the number of content variations marketers can produce. Agentforce Campaigns overcomes this limitation by generating multiple personalized content versions in seconds. This allows teams to deliver highly tailored messages for different audience segments without additional effort. 7. Nuanced Segment Exploration Traditional segmentation often depends on data science teams, which may have limited capacity. Marketing agents empower marketers to build their own nuanced segments using natural language. For example, separate churn segments can be created based on engagement scores, location, or purchase history, enabling more precise targeting. 8. A Culture of Testing and Learning Testing often falls by the wayside due to time constraints. Marketing agents make it easy to embed testing into campaigns by automating journey flows, enabling marketers to adopt a culture of continuous experimentation and improvement without increasing workloads. Transforming Marketing with Agentforce By integrating marketing agents into workflows, businesses can improve productivity, enhance personalization, and scale campaigns like never before. Agentforce Campaigns enables marketers to automate routine tasks, explore untapped opportunities, and deliver exceptional customer experiences. Marketers who embrace this shift will not only increase efficiency but also elevate their strategies, creating campaigns that are more targeted, impactful, and scalable. Note: Some features and services mentioned may not yet be available. Customers should base purchase decisions on currently available features. 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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December 18, 2024in Agentforce Platform, Agentic AI, Data0 Comments
Transform Customer Experience
25Oct

Transform Customer Experience

In today’s AI-driven business environment, customer experience (CX) has evolved from being a buzzword to a critical factor in determining success. It’s no longer enough for businesses to offer high-quality products or excellent service alone—today’s customers are always online, engaged, and seeking the most convenient, relevant, and enjoyable experiences. This is where Salesforce Data Cloud becomes a game-changer, providing the tools needed to meet modern customer expectations. Transforming Customer Experience with Salesforce Data Cloud Salesforce enables businesses to collect, integrate, and leverage critical customer information within its ecosystem, offering an all-encompassing view of each customer. This unified customer data allows organizations to forecast visitor trends, assess marketing impact, and predict customer behavior. As data-driven decision-making becomes increasingly central to business strategy, Salesforce Data Cloud and its Customer Data Platform (CDP) features provide a significant competitive edge—whether in e-commerce, fintech, or B2B industries. Data Cloud is more than just your traditional CDP. It’s the only data platform native to the world‘s #1 AI CRM. This means that marketers can quickly access and easily action on unified data – from across the entire business – to drive growth and increase customer lifetime value. Data Cloud’s Role in Enhancing CX By unifying data in one place, Salesforce Data Cloud enables organizations to access real-time customer insights. This empowers them to track customer activity across channels like email, social media, and online sales, facilitating targeted marketing strategies. Businesses can analyze customer behavior and deliver personalized messaging, aligning marketing, sales, and customer service efforts to ensure consistency. With these capabilities, Salesforce customers can elevate the CX by delivering the right content, at the right time, to the right audience, ultimately driving customer satisfaction and growth. New Features of Salesforce Data Cloud Salesforce continues to evolve, introducing cutting-edge features that reshape customer interaction: To fully maximize these features, partnering with a Salesforce Data Cloud consultant can help businesses unlock the platform’s full potential and refine their customer engagement strategies. Agentic AI Set to Supercharge Business Processes Salesforce’s vision extends beyond customer relationship management with the integration of Agentic AI through its Customer 360 platform. According to theCUBE Research analysts, this signals a shift toward using AI agents to automate complex business processes. These AI agents, built on Salesforce’s vast data resources, promise to revolutionize how companies operate, offering customized, AI-driven business tools. “If they can pull this off, where it becomes a more dynamic app platform, more personalized, really focused on those processes all the way back to the data, it’s going to be a clear win for them,” said Strechay. “They’re sitting on cloud; they’re sitting on IaaS. That’s a huge win from that perspective.” AI agents create a network of microservices that think and act independently, involving human intervention only when necessary. This division of labor allows businesses to capture expertise in routine tasks while freeing human workers to focus on more complex decision-making. However, the success of these AI agents depends on access to accurate and reliable data. As Gilbert explained, “Agents can call on other agents, and when they’re not confident of a step in a process or an outcome, they can then bounce up to an inbox for a human to supervise.” The goal isn’t to eliminate humans but to capture their expertise for simpler processes. Empowering Developers and Citizen Creators At the core of this AI-driven transformation is Salesforce’s focus on developers. The platform’s low-code tools allow businesses to easily customize AI agents and automate business processes, empowering both experienced developers and citizen creators. With simple language commands or goal-setting, companies can build and train these AI agents, streamlining operations. “It’s always going to be about good data—that’s the constant,” Bertrand said. “The second challenge is how to train agents and humans to work together effectively. While some entry-level jobs may be replaced, AI will continue to evolve, creating new opportunities in the future.” Is Salesforce Data Cloud the Right Fit for Your Business? Salesforce Data Cloud offers comprehensive capabilities for businesses of all sizes, but it’s essential to assess whether it aligns with your specific needs. The platform is particularly valuable for: For businesses that fit these scenarios, working with Salesforce’s partner ecosystem or a Data Cloud consultant can help ensure successful integration and optimization. What’s New in Salesforce’s Latest Release? The latest Salesforce Spring Release introduced several exciting features, further enhancing Salesforce Data Cloud: These updates reflect Salesforce’s commitment to providing innovative, data-driven solutions that enhance customer experiences and drive business success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 25, 2024in AI Tools, Data, Generative AI, Salesforce, Salesforce Data Cloud
Build Launch and Track Campaigns
10Oct

Build Launch and Track Campaigns

Revolutionizing Campaigns: How Marketing Agents Empower Your Marketing Team Marketing agents are transforming how businesses create, launch, and track campaigns—delivering better results while boosting internal team productivity and cohesion. With the power of AI and data, these agents act as collaborative partners, enhancing marketing efficiency and creativity in unprecedented ways. A Smarter Approach to Campaign Challenges Marketers have long faced the challenge of creating quality content at scale. According to the Content Marketing Institute, 54% of B2B marketers struggle to meet this demand, while B2C marketers often lack the resources to make their efforts scalable and consistent. On top of this, they must ensure campaigns are efficient, customer-centric, and stand out in a competitive landscape. Enter marketing agents—AI-powered tools that help teams manage and optimize campaigns, from strategy to execution. At Dreamforce 2024, Salesforce unveiled Agentforce, a suite of intelligent agents integrated across the Customer 360 platform, including Agentforce Campaigns. With 71% of marketers planning to adopt generative and predictive AI within the next 18 months, as per Salesforce’s State of Marketing report, tools like Agentforce are poised to redefine how campaigns are built and delivered. How Humans and AI Agents Work Together Marketing agents are AI-powered virtual assistants that collaborate with humans to analyze data, generate insights, and execute marketing plans. Unlike traditional tools, they understand the context behind your needs and suggest actionable solutions—whether that’s creating content, optimizing campaigns, or analyzing results. By automating time-consuming tasks, marketing agents free teams to focus on high-value activities like strategy and personalization. But the key to maximizing their potential lies in shifting your mindset: instead of simply seeking efficiency, aim to transform how you deliver exceptional customer experiences. 8 Ways Agentforce Campaigns Elevates Your Marketing 1. Intelligent Recommendations Agentforce Campaigns turns insights into actions. For example, Marketing Cloud’s Einstein not only tracks your goals but also suggests adjustments or new campaigns tailored to your objectives, helping you stay ahead. 2. Instant Campaign Briefs Building a campaign starts with a solid brief. With Agentforce, you can create one in seconds using natural language prompts. The AI-generated brief incorporates your goals and guidelines, making collaboration and approvals seamless. 3. Contextual Content Creation Agentforce generates emails, landing pages, and calls to action directly aligned with your brand’s tone and campaign goals. Marketers can refine outputs with natural language prompts, ensuring a perfect fit for their strategy. 4. Effortless Audience Segmentation No SQL skills? No problem. Describe your ideal audience in natural language, and Agentforce will translate that into actionable segments—helping you target precisely the right customers. 5. Automated Journey Activation Agentforce simplifies multi-channel journey creation by drafting personalized campaign flows. You can refine, approve, and activate these journeys with ease, saving time while enhancing impact. 6. Unlimited Content Variations AI eliminates content constraints, allowing you to generate multiple variations for personalized campaigns. Target high-value customers, newcomers, or loyal fans with tailored messages—all at scale. 7. Explore Nuanced Segments Agentforce enables marketers to create segments without relying on overburdened data science teams. Dive into deeper audience insights, such as churn rates based on location, age, or past behavior, with just a prompt. 8. Embed Continuous Testing Testing is often deprioritized due to time limitations. Agentforce automates testing workflows, making it easier to incorporate A/B testing and iterative learning into every campaign. Getting Started with Agentforce Campaigns Agentforce Campaigns is available in Marketing Cloud Growth and Advanced Editions, designed to empower businesses of all sizes. By integrating AI-driven tools into your workflow, you can elevate your marketing to new heights—enhancing creativity, efficiency, and customer engagement. Ready to revolutionize your campaigns? Explore how Agentforce can help you win customers and foster a more productive, cohesive marketing team. Salesforce Disclaimer: Unreleased features mentioned here are subject to change and may not become available as described. Make purchasing decisions based on currently available features. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 10, 2024in Agentforce Platform, Artificial Intelligence, Data, Google, Salesforce, Salesforce Personalization
Introducing Marketing Cloud Advanced
24Sep

Introducing Marketing Cloud Advanced

Salesforce has unveiled a series of innovations in its Marketing Cloud, (Introducing Marketing Cloud Advanced) designed to empower businesses with AI-driven tools and enhanced data capabilities to elevate customer engagement. These new features aim to deepen customer relationships, improve team productivity, and boost operational efficiency. Introducing Marketing Cloud Advanced One of the standout innovations is Marketing Cloud Advanced, an upcoming edition that integrates advanced automation and AI. This edition is designed to connect marketing journeys with sales, service, and commerce workflows, offering a more personalized experience across multiple customer touchpoints. Additionally, the introduction of Agentforce for Marketing will bring generative and predictive AI into the marketing realm, helping marketers create comprehensive, end-to-end campaign experiences. Steve Hammond, Executive Vice President and General Manager of Marketing Cloud at Salesforce, commented: “Today’s most successful marketers engage customers on their terms and act as value multipliers across the entire customer experience—whether helping sales or service have more personalized conversations or re-engaging inactive customers. Built on Data Cloud, Marketing Cloud is the only solution that unifies data across every department and moment in the customer lifecycle, powered by Agentforce Agents and automation, driving growth, loyalty, and optimizing ROI.” Agentforce for Marketing introduces several capabilities that streamline marketing processes. Marketers can now plan, launch, and optimize campaigns with ease. Agentforce allows marketers to set campaign goals and brand guidelines, after which the AI generates campaign briefs, identifies target audience segments, and drafts initial emails and landing pages. The system continuously monitors performance and provides data-driven optimization suggestions based on key performance indicators (KPIs). A key addition is Einstein Marketing Intelligence (EMI), which helps marketers manage and optimize cross-channel campaign performance. EMI automates the process of data preparation, enrichment, harmonization, and visualization, enabling marketers to measure campaign effectiveness and make informed decisions to improve return on investment. Furthermore, Salesforce introduced Einstein Personalization, an AI-powered decision engine that delivers tailored customer experiences. This tool allows sales, service, and commerce teams to engage customers in real time based on live interactions and data. Using Flow’s A/B split testing feature, marketers can select dynamic email content for different audience segments and track performance to adjust strategies effectively. Sarah Lukins, General Manager of Digital at Fisher & Paykel Appliances, praised the new functionality: “Salesforce enables us to seamlessly access all of our marketing, commerce, service, sales, and external data in one place and leverage AI for more targeted audience engagement. We can now deliver more relevant and consistent personalized experiences across email, ads, web, social, and service engagements.” The Marketing Cloud Advanced Edition will roll out to customers in North America, Europe, and Latin America, while Agentforce Personalization is expected to become generally available by next summer. Additional releases include expanded Einstein multi-language support and unified SMS conversation capabilities. These innovations are part of Salesforce’s ongoing efforts to equip marketers with unified and actionable data, enhancing the performance of marketing teams and fostering deeper integration across organizations. Through AI and automation, Salesforce is helping businesses deliver more personalized, connected, and seamless customer experiences. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 24, 2024in Data, Salesforce Marketing Cloud
AI Data Cloud and Integration
31Jul

AI Data Cloud and Integration

The enterprise has transitioned from merely speculating about artificial intelligence to actively implementing it. In doing so, companies must determine the optimal combination of ancillary technologies that, when strategically paired with AI, can drive relevant use cases and business outcomes. With AI Data Cloud and Integration, your data-driven decisions happen in real-time. Salesforce Inc. is leveraging a powerful trio — its Data Cloud, automation, and AI — to deliver what it considers transformative outcomes for organizations. “AI has such wonderful capability today from predictive to generative, [but] it’s not new to Salesforce,” said Param Kahlon, executive vice president and general manager at Salesforce. “Salesforce has been doing predictive AI for almost 10 years now. But what is great is that generative AI now gives the ability to process these large language models on large amounts of unstructured, semi-structured content to generate great content that can be used by salespeople to send relevant emails and marketing people to create personalized landing pages.” Kahlon spoke with theCUBE Research Senior Analyst George Gilbert during a recent “The Road to Intelligent Data Apps” podcast series. They discussed how Salesforce is revolutionizing business operations in the digital age by harnessing AI-driven insights, contextualizing data with the company’s Data Cloud, and enabling real-time actions. Gen AI and Data Cloud for Contextualization In today’s business environment, intelligence is the cornerstone of success. Salesforce’s AI platform empowers companies with predictive and generative AI capabilities, enabling them to make insightful decisions and craft personalized experiences for their customers. Businesses can now process vast amounts of unstructured data and generate compelling content. “For this AI to be meaningful and for companies to harness the full value of AI, you want to make sure that you’re grounding the data that’s being used to generate those predictions with some things that are relevant to the current business process, to the current transaction, to the current context of interaction you’re happening with the customer,” Kahlon said. Salesforce’s Data Cloud acts as the AI foundation, enriching existing data models with relevant contextual data tailored to the specific needs of each business and their interactions with customers. “When we talk to our large Salesforce customers, they all tell us that AI is really important for them,” Kahlon said. “That is something that they want to drive, but they’re also saying that the data for them is spread out across the enterprise. Some of them tell us that they have more than 900 different business systems in which data is stored, and they want the ability to bring that data together in a seamless way so it can be processed by AI through Data Cloud.” Automation and Integration for Real-Time Action The combination of AI and Data Cloud generates actionable insights, but these insights alone aren’t enough. Businesses need to act swiftly on these predictions, driving real-time actions to capitalize on opportunities. This is where integration and automation come into play, according to Kahlon. “[Customers are] essentially telling us that data is spread across the enterprise and they want the data in real time to be available to customers,” he said. “With MuleSoft and Salesforce integration capabilities, we’ve focused on the real-time nature of making sure that you can take real-time business transactions in the context of the process that is happening, and that’s what’s differentiated in our approach to making sure that we can collect the data in real time and make actions happen in real time.” Integration is the glue that brings together data from various sources, allowing AI to derive meaningful insights. Salesforce’s integration capabilities, powered by MuleSoft, focus on real-time data processing, ensuring that businesses can act on insights as they occur. This low-latency approach enables not only Salesforce applications but also other third-party applications to contribute to the data ecosystem, Kahlon explained. “We’ve got a very large North American airline that has built their entire customer experience, from booking an airline ticket to checking into your flight and ordering special meals for your flight, all of that on an API-based platform — and we’re able to process that scale of transactions,” he said. “As you get into AI, all of that becomes extremely relevant to drive that real-time throughput, and that’s where our customers are finding value in our technology.” When the customer experience is the driver, the experience is always stellar. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 31, 2024in Generative AI, Mulesoft
Lead Generation 101
19Jul

Lead Generation 101

Lead Generation 101 In today’s world, where people are bombarded with countless messages and offers daily, marketers need to find effective ways to capture attention and generate genuine interest in their products and services. According to the State of the Connected Customer report, customer preferences and expectations are the top influences on digital strategy for Chief Marketing Officers (CMOs). The ultimate goal of lead generation is to build interest over time that leads to successful sales. Here’s a comprehensive guide to understanding lead generation, the role of artificial intelligence (AI), and the steps you need to take to effectively find and nurture leads. What is Lead Generation? Lead generation is the process of creating interest in a product or service and converting that interest into a sale. By focusing on the most promising prospects, lead generation enhances the efficiency of the sales cycle, leading to better customer acquisition and higher conversion rates. Leads are typically categorized into three types: The lead generation process starts with creating awareness and interest. This can be achieved by publishing educational blog posts, engaging users on social media, and capturing leads through sign-ups for email newsletters or “gated” content such as webinars, virtual events, live chats, whitepapers, or ebooks. Once you have leads, you can use their contact information to engage them with personalized communication and targeted promotions. Effective Lead Generation Strategies To successfully move prospects from interest to buyers, focus on the following strategies: How Lead Qualification and Nurturing Work To effectively evaluate and nurture leads, consider the following: Methods for Nurturing Leads Once you’ve established your lead scoring and grading, consider these nurturing methods: Current Trends in Lead Generation AI is increasingly influencing lead generation by offering advanced tools and strategies: Measuring Success in Lead Generation To evaluate the effectiveness of your lead generation efforts, track the following key metrics: Best Practices for Lead Generation To optimize lead generation efforts and build strong customer relationships, follow these best practices: Effective lead generation is essential for building trust and fostering meaningful customer relationships. By implementing these strategies and best practices, you can enhance your lead generation efforts and drive better business results. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 19, 2024in Marketing Automation
Copilot A Step Up For Merchandising
23May

Copilot A Step Up For Merchandising

A Leap Forward in Merchandising Merchants face the ongoing challenge of enhancing loyalty, conversion rates, and shopper lifetime value. Enter Einstein Copilot, ushering in automation to boost productivity and inject intelligence for an elevated customer experience in unprecedented ways. Salesforce asserts that early AI adopters are saving an average of 6.4 hours per week. Copilot A Step Up For Merchandising. Einstein Copilot empowers merchants to swiftly craft personalized product promotions to attract new customers and target slow-moving stock based on inventory insights. Additionally, it optimizes site traffic with search engine optimization (SEO) content, generates product descriptions, and enhances checkout conversion with AI recommendations tailored to specific objectives. Copilot A Step Up For Merchandising Prior to Einstein Copilot, other generative AI copilot solutions operated as separate applications, disconnected from the workflow, and lacked the ability to securely leverage trusted company data for generating relevant or consistent results from large language models. Einstein Copilot integrates seamlessly within the world’s leading AI CRM and harnesses data from any Salesforce application to deliver more precise AI-powered recommendations and content. Through natural language prompts, Einstein Copilot facilitates a range of tasks, including: Sales: Conducting account research, preparing for meetings, and automatically updating account information in Salesforce. Summarizing highlights, gauging customer sentiment, and extracting next steps from video calls. Searching for specific details in customer calls and auto-generating sales emails to match tone and style while aligning with customer context. Drafting clauses and embedding them directly within customer contracts. Service: Automatically responding to customers with personalized, relevant answers sourced from trusted company knowledge across various channels like email, SMS, live chat, or social media. Empowering service teams to resolve customer issues swiftly using generative answers integrated seamlessly into their workflow. Automating tasks like summarizing support cases and field work orders. Marketing: Generating email copy for marketing campaigns, refining campaign segmentation with Data Cloud, creating website landing pages based on personalized consumer preferences, and auto-populating contact forms with each customer’s unified profile in Salesforce. Generating surveys following online actions to enhance long-term engagement and purchasing. Commerce: Assisting in building high-converting digital storefronts, automating complex tasks like managing multi-product catalog data, crafting product descriptions in multiple languages, generating personalized product promotions, and optimizing SEO metadata for conversion. Customizing and designing storefront components using natural language prompts. Developers: Converting natural language prompts into Apex code, offering suggestions for more effective and accurate code, and proactively scanning for code vulnerabilities within the developer environment. Tableau: Transitioning swiftly from raw data to actionable insights through a conversational interface, enhancing data analyst productivity with a natural language assistant for faster data exploration, building relevant visualizations, automating repetitive tasks, and facilitating efficient data curation. 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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May 23, 2024in Einstein 1 Platform, Generative AI, Salesforce
Salesforce-Powered Nonprofit Events
08May

Salesforce-Powered Nonprofit Events

Salesforce has cemented its position as the #1 CRM, becoming an essential tool for businesses improving their marketing, sales, and support processes. But there’s another powerful feature you should explore: managing events directly within Salesforce. Salesforce’s versatility allows you to organize a successful event of any size, whether it’s online, offline, or a hybrid meeting. However, like any business endeavor, a well-thought-out strategy is crucial to ensure your event planning turns into a major success. In this insight, you’ll learn how events contribute to a business’s lifecycle, how to manage them effectively, and the essential tools you’ll need for successful event management in Salesforce. The Role of Events in Nonprofits If your company hasn’t yet ventured into event organization, it’s time to reconsider. Events are a great way to fuel engagement, foster data-driven decisions, and build a thriving community. On a larger scale, event planning offers a range of business benefits, including: Common Event Management Challenges Even with the best intentions, event planning comes with challenges that can derail your efforts if not addressed. Let’s review some common challenges and how Salesforce can help: How Salesforce Elevates Event Management Salesforce brings significant advantages to event planning, offering: Your Salesforce Event Planning Checklist To ensure your event management with Salesforce is effective, follow this simple checklist: Our Thoughts Building a robust event management process with Salesforce is not only a logical choice but a strategic one. It ensures smooth event execution, supports business growth, and boosts your brand’s equity. By leveraging the right tools, such as Salesforce, your event planning process becomes more efficient, data-driven, and ultimately more successful. For expert support in managing Salesforce-powered events, consider reaching out to a partner like Tectonic to guide you through the process. 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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May 8, 2024in Salesforce Einstein, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Nonprofit Cloud
Salesforce Mobile Summer 24 Release Notes
26Apr

Salesforce Mobile Summer 24 Release Notes

Configure offline landing pages without code using Mobile Builder for Salesforce Mobile App, which is now generally available. Improve your Mobile Publisher app with new security features and prepare your app for new notification and device operating system requirements. Submit the required Firebase information for push notifications on Android mobile connected apps. Salesforce Mobile Summer 24 Release Notes. Salesforce Mobile Summer 24 Release Notes Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 26, 2024in Hyperforce, Salesforce

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