Marketing - gettectonic.com - Page 18
marketing growth channels in 2022
20Feb

Marketing Growth Channels in 2022

In their quest for multichannel engagement, marketers are integrating push and mobile messaging alongside email campaigns. Despite these additions, email marketing remains the predominant player. According to Salesforce Marketing Cloud product data, which draws from trillions of message sends, email usage has seen a year-over-year increase, comprising 80% of all outbound messaging. Additionally, the volume of outbound emails has surged by 15% in the past year. Customers affirm the enduring effectiveness of email, ranking it among their preferred channels to interact with brands, second only to the phone. Email maintains an 84% usage share, surpassing push and SMS marketing. Marketing Growth Channels in 2022. Amidst evolving customer expectations, marketers face increased challenges, with 71% expressing that meeting these expectations is more difficult than a year ago. For marketers, personalization extends beyond targeted messaging to encompass a hyper-personal understanding of individual needs. Recent research reveals that 73% of customers expect companies to comprehend their unique needs and expectations. In response, 83% of marketers leverage dynamic customer insights to tailor their strategies and enhance the impact of each interaction. Regardless of their approach to a multichannel strategy, marketers are dedicated to delivering exceptional customer experiences, with high-performing marketers taking this commitment seriously. A notable 82% of high-performing marketers identify customer experience as a key competitive differentiator, expressing confidence in their progress towards deciphering the code. Furthermore, 86% of high-performing marketers engage with customers in real time across multiple channels, showcasing their proficiency in unlocking actionable data. Marketing Growth Channels in 2022. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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 Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more

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February 20, 2024in Marketing Automation
Marketing Cloud Growth Extends The Platform
20Feb

Marketing Cloud Growth Extends The Platform

Marketing Cloud Growth extends the platform capabilities to enhance your team’s marketing endeavors. It allows you to integrate multiple data sources with Data Cloud, create content using Digital Experiences, orchestrate complex customer journeys with Flow Builder, and optimize campaigns with Einstein AI. Required Editions: Available in Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth Edition. Marketing Cloud Growth Extends The Platform Today, Salesforce unveiled Marketing Cloud Growth, a new edition tailored for small businesses to drive efficient growth through CRM, AI, and data integration. Marketing Cloud Growth integrates marketing automation with sales, service, and commerce functionalities on Salesforce’s trusted customer platform, Einstein. Furthermore, Salesforce announced that marketers can leverage Data Cloud at no cost, enabling them to access trusted first-party data crucial for AI-driven, personalized customer experiences. Why it matters: Studies show that 51% of marketers use generative AI to streamline tasks like content creation, copywriting, and market data analysis. However, without high-quality first-party data, AI-generated content lacks the accuracy necessary for businesses to trust and utilize it effectively. AI has significant potential to benefit small businesses, which spend nearly 11 hours per week drafting emails—time that could be saved through AI-driven automation for content creation, personalization, and optimized customer communication timing. By consolidating CRM, AI, and data within a unified platform, these innovations empower businesses to deliver compelling, interconnected customer experiences. Steve Hammond, EVP and GM, Marketing Cloud, Salesforce perspective: “Marketers want to leverage AI to fuel creativity, drive efficiency, and grow their business, but often lack the necessary data for accurate, trustworthy results. By consolidating CRM, AI, and data within a single platform, these innovations empower businesses to deliver the compelling connected experiences customers expect.” With Marketing Cloud Growth, small businesses gain access to Data Cloud and generative AI directly within their workflow, integrating multi-channel marketing with sales, service, and commerce on a single platform. New customers can easily start leveraging data and generative AI to: Additionally, Data Cloud, available at no cost to Salesforce customers, enables: Go deeper: Data Cloud enables companies to consolidate trapped data into Salesforce, creating a comprehensive 360-degree view of customers across products, services, and interactions. Einstein 1 seamlessly integrates with Data Cloud to unlock organizational data for superior customer experiences, AI-driven employee augmentation, and enhanced profitability. Manage Your Marketing App: Salesforce admins, Data Cloud admins, and marketing admins configure and manage Marketing Cloud Growth. Determine whether these roles are consolidated or managed by multiple individuals. Increase Productivity with AI: Predictive and generative AI tools from Einstein in Marketing Cloud Growth enhance work outcomes and day-to-day productivity. Comply with Privacy Regulations: Stay compliant with privacy and consent regulations using Marketing Cloud Growth’s consent management tools, including default marketing communication subscriptions and a built-in email preference page. Target Audiences with Marketing Cloud Growth: Utilize Data Cloud data to filter segments, ensuring your campaigns reach the right audience. Manage Marketing Efforts with Campaigns: Design and automate campaigns in a centralized hub with templated options for content creation. Manage Content in Marketing Cloud Growth: Organize and create various content types within the Content tab powered by Salesforce CMS. Measure Success in Marketing Cloud Growth: Monitor performance and campaign success with Data Cloud reports available in the Analytics tab. Marketing Cloud Growth will initially launch in the United States and Canada, with plans to expand to EMEA by year-end and additional regions thereafter. Salesforce customers with Sales or Service Enterprise Edition (EE) or above can access Data Cloud at no cost. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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February 20, 2024in Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Einstein
AI Adoption Not Even Across the Board
07Feb

AI Adoption Not Even Across the Board

Reflecting on AI’s potential and its challenges, McElheran calls for a balanced approach: “To fully harness AI’s benefits, we need a realistic, evidence-based approach that accounts for both the advantages and the societal costs associated with adoption.”

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February 7, 2024in Data, Technology
SWOT Templates
02Feb

SWOT Templates

Top SWOT Analysis Templates for Any Business Strategic planning is crucial for businesses aiming to grow. Whether launching a new product, tackling competition, or enhancing existing offerings, a SWOT analysis can help you understand your current position and develop a confident path forward. When engaging in strategic brainstorming, avoid getting bogged down by documentation. Focus on expansive thinking and creative problem-solving instead. To aid in this process, we’ve compiled some of the best SWOT analysis templates available online. These templates handle the layout and design so you can concentrate on deep thinking. Read on to discover the value of SWOT analyses and our top template picks. What is a SWOT Analysis? A SWOT analysis is a framework for evaluating your company’s market position by examining internal and external factors. It helps identify your strengths, weaknesses, opportunities, and threats. The strengths and weaknesses sections focus on internal factors, such as products, value propositions, teams, and resources. Opportunities and threats examine external factors, including customers, competitors, industry trends, and broader market forces. Why Conduct a SWOT Analysis? A SWOT analysis provides a clear visualization of your business’s current standing. By understanding your strengths, areas for improvement, and external influences, you can formulate effective strategies for progress. Periodic SWOT analyses are beneficial for continuous improvement and essential during significant initiatives or changes, such as: SWOT analyses can also be applied to individual team members, useful for performance reviews or team reorganizations. Top SWOT Analysis Templates for Any Business Here are seven excellent SWOT analysis templates suitable for any business: For SWOT analyses that will be part of larger presentations, Canva’s drag-and-drop design tool offers dozens of templates. Customize with your brand colors and insert into your strategy deck or PDF. Miro’s virtual whiteboard template goes beyond traditional SWOT frameworks by adding sections for potential actions. Explore how to leverage strengths and opportunities or mitigate weaknesses using opportunities. Smartsheet provides templates for both Google Docs and Microsoft Word. Whether evaluating a business goal or personal performance, these templates are versatile and easy to use. TemplateLAB offers SWOT analysis templates in multiple formats, including Word Doc, PowerPoint, PDF, and Photoshop. Choose from a range of styles for both internal brainstorming and formal presentations. Airtable combines the structure of Excel with better organization for written content. Its SWOT analysis template is perfect for those who prefer spreadsheet-style work with enhanced labeling and filtering capabilities. SCORE’s simple Word Doc template provides all the necessary elements for a SWOT analysis without any extra distractions. SCORE also offers free resources, including mentorship and educational opportunities. For those looking to incorporate AI, Notion offers a template that leverages ChatGPT. Input your business information, and ChatGPT generates a SWOT analysis, offering insights you might not have considered. Bonus: WordStream Free SWOT Analysis Template For a comprehensive solution, try the WordStream template in Google Sheets. It’s an excellent tool for SWOT analysis brainstorming sessions. Use a SWOT Analysis Template Today for Business Growth Tomorrow When choosing a template, prioritize strategic work over perfect design. Select one and dive into the brainstorming process with your team to gain valuable insights for your business. If you need assistance with your marketing strategy, explore our solutions to maximize strengths and minimize weaknesses for long-term success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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February 2, 2024in Salesforce
Improve Customer Experience
07Jan

Improve Customer Experience

The Importance of Customer Experience: Turning Every Interaction into a Lasting Impact Customer experience (CX) refers to every interaction a customer has with your brand—from the first touchpoint through to post-purchase support. While the term is often used broadly, its meaning is more nuanced, encompassing the entire customer journey. From the initial ad they see to the quality of their engagement with your customer support, CX reflects the customer’s perception of your brand, compared to the promises you’ve made. Improve Customer Experience. What Is Customer Experience (CX)? At its core, CX measures how customers perceive their interactions with your organization. It goes beyond customer service and spans every touchpoint, whether it’s the ease of navigating your website, the tone of your marketing emails, or the post-purchase support experience. A strong customer experience is critical for fostering brand loyalty and meeting customer expectations at every step of their journey. Why Customer Experience Matters In today’s competitive marketplace, customer expectations are at an all-time high. According to research, 80% of customers say that the experience a company provides is just as important as its products or services. Whether you’re in B2C or B2B, an exceptional customer experience translates into loyalty, brand advocacy, and revenue growth. Some key benefits of prioritizing CX include: Key Elements of a Great Customer Experience Our research highlights several factors that customers deem essential for a great experience: However, many companies fall short of these expectations. For example, 56% of customers report needing to repeat themselves to different representatives, and 55% say it feels like they’re interacting with separate departments rather than a single, unified brand. The good news? A subpar experience can be quickly remedied with exceptional customer service—75% of customers will forgive mistakes after receiving excellent support. How to Measure Customer Experience Measuring CX is essential for understanding what works and where improvements are needed. Popular methods include: Building a Successful CX Management Strategy An effective CX management strategy aligns your entire business around the customer’s needs. It should include continuous feedback loops, data-driven decision-making, and a focus on creating a customer-centric culture. Improve Customer Experience. Key Pillars of a CX Strategy: How to Improve Customer Experience Delivering a standout customer experience requires a combination of people, processes, and technology. Here are five best practices for enhancing your CX: The Role of Experience Management Customer experience management (CXM) goes hand-in-hand with a broader experience management strategy. This includes not only customer interactions but also employee experiences, product quality, and brand perception. By implementing an experience management framework, companies can align technology, culture, and six core competencies to optimize all aspects of customer engagement. The Bottom Line: Customer Experience Drives Success With Salesforce Customer experience is no longer just a buzzword—it’s a critical factor for business success. By understanding and improving the customer journey, you can foster loyalty, reduce churn, and create a long-term competitive advantage. Start by building a strong CX framework, empowering your teams, and making data-driven decisions to lead the way in customer satisfaction. Content updated August 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 7, 2024in Data, Google, Marketing Automation, Salesforce Copilots, Technology
Marketing Cloud Growth and Advanced Editions
22Dec

Marketing Cloud Growth and Advanced Editions

While Growth Edition is tailored to small businesses looking to get started with robust marketing automation, Advanced Edition caters to companies that need more sophisticated tools to scale personalization efforts, improve customer engagement, and streamline workflows. It offers additional features, including real-time journey testing, predictive AI for customer scoring, and advanced SMS capabilities, allowing businesses to enhance every touchpoint with their customers.

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December 22, 2023in Data, Enterprise, Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud, Technology
Marketing Cloud Cloudpages
20Dec

Salesforce Marketing Cloud for a Healthcare Provider

Personalized Care & Communication: Salesforce Marketing Cloud for a Healthcare Provider As the elderly become more tech-savvy, they expect modern, efficient ways to communicate with healthcare providers. A regional Medicare provider in the Northeastern United States faced challenges with their outdated communication systems. Relying solely on paper mail, postcards, and phone calls, the organization struggled to connect with members, lacked visibility into the success of their campaigns, and experienced early turnover due to minimal engagement. These inefficiencies strained the customer experience and made it clear that modernization was overdue. To address these challenges, we implemented Salesforce Marketing Cloud to engage customers through email and SMS. Goals for the Project: Tectonic’s Role in the Transformation Tectonic designed and implemented a Salesforce Marketing Cloud solution that transformed how the provider communicated with its members. The solution enabled multi-channel, multi-language communications integrated with Salesforce Health Cloud via the Marketing Cloud Connector and additional systems like MuleSoft and Snowflake. To enhance SMS capabilities, the organization also integrated with Five9. Early collaboration with the provider’s Salesforce Health Cloud team enabled Tectonic to address outdated customer data issues, create safeguards for inaccurate information, and plan future strategies for seamless customer data collection. A custom preference center was also developed and translated into multiple languages. Overcoming Data Challenges Accurate customer data was a significant obstacle—only 60% of records included valid email or mobile phone numbers, with an even smaller percentage having both. Tectonic conducted multiple working sessions to develop strategic efficiencies and establish a foundational process for gathering and cleansing member contact information. Customized journeys were created to ensure messaging aligned with available communication channels. For example: Key Outcomes Tectonic’s efforts allowed the healthcare provider to modernize their communications, better analyze engagement data, and improve member interactions. The results exceeded expectations: Impact Across Departments This project not only improved member communication but also empowered internal departments—including Marketing, Customer Experience, Sales, and Retention—with easy-to-understand metrics. It laid the foundation for future campaigns, enhanced data accuracy, and fostered stronger member relationships. By leveraging Salesforce Marketing Cloud and Tectonic’s expertise, the healthcare provider transformed its operations to deliver personalized, timely communication and ensure lifelong member satisfaction. 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 20, 2023in Data, Mulesoft, Salesforce, Salesforce Health Cloud, Salesforce Marketing Cloud, Snowflake
Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities
14Dec

Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities

Salesforce (NYSE: CRM) has announced major updates to its Einstein 1 Platform, introducing the Data Cloud Vector Database and Einstein Copilot Search. These new features aim to power AI, analytics, and automation by integrating business data with large language models (LLMs) across the Einstein 1 Platform. Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities. Unifying Business Data for Enhanced AI The Data Cloud Vector Database will unify all business data, including unstructured data like PDFs, emails, and transcripts, with CRM data. This will enable accurate and relevant AI prompts and Einstein Copilot, eliminating the need for expensive and complex fine-tuning of LLMs. Built into the Einstein 1 Platform, the Data Cloud Vector Database allows all business applications to harness unstructured data through workflows, analytics, and automation. This enhances decision-making and customer insights across Salesforce CRM applications. Introducing Einstein Copilot Search Einstein Copilot Search will provide advanced AI search capabilities, delivering precise answers from the Data Cloud in a conversational AI experience. This feature aims to boost productivity for all business users by interpreting and responding to complex queries with real-time data from various sources. Key Features and Benefits Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Data Cloud Vector Database Einstein Copilot Search Addressing the Data Challenge With 90% of enterprise data existing in unstructured formats, accessing and leveraging this data for business applications and AI models has been challenging. As Forrester predicts, the volume of unstructured data managed by enterprises will double by 2024. Salesforce’s new capabilities address this by enabling businesses to effectively harness their data, driving AI innovation and improved customer experiences. Salesforce’s Vision Rahul Auradkar, EVP and GM of Unified Data Services & Einstein, stated, “The Data Cloud Vector Database transforms all business data into valuable insights. This advancement, coupled with the power of LLMs, fosters a data-driven ecosystem where AI, CRM, automation, Einstein Copilot, and analytics turn data into actionable intelligence and drive innovation.” Practical Applications Customer Success Story Shohreh Abedi, EVP at AAA – The Auto Club Group, highlighted the impact: “With Salesforce automation and AI, we’ve reduced response time for roadside events by 10% and manual service cases by 30%. Salesforce AI helps us deliver faster support and increased productivity.” Availability Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Salesforce’s new Data Cloud Vector Database and Einstein Copilot Search promise to revolutionize how businesses utilize their data, driving AI-powered innovation and improved customer experiences. Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities 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 14, 2023in Einstein 1 Platform, Salesforce
Copy Images to Salesforce CMS Workspace
11Dec

Copy Images to Salesforce CMS Workspace

To Copy Images to Salesforce CMS Workspace you have several options. Transferring Images to Salesforce CMS Transfer your images to a Salesforce CMS workspace where they can be accessed for future marketing initiatives, such as creating an email campaign. This feature is available for Marketing Cloud Account Engagement Growth edition with Data Cloud enabled. To enable marketers to use their Account Engagement image files for future campaigns, allow the copying of images to a CMS Marketing workspace in Salesforce. Adding Images from Salesforce CMS to Your LWR Site You can add images from Salesforce CMS directly to your site page or to components populated with CMS content. In Experience Builder, you can update images attached to CMS content without altering the image in the Salesforce CMS workspace. To create dynamic content displays, nest content components within layout components on your LWR site, leveraging data binding. Creating and Cloning Content Content created in a CMS workspace is specific to that workspace and is generated in the default language. The process for adding content to a CMS workspace differs from adding content to an enhanced CMS workspace. Enhanced CMS workspaces allow you to clone content and create variants. Adding Content to a CMS Workspace: Adding Content to an Enhanced CMS Workspace: Note: When linking to external URLs, ensure your org supports the domain by reviewing the Content Security Policy (CSP) settings in Setup and adding the domain to your trusted URL list. Managing and Updating Image References When you update images in Salesforce CMS, all content referencing those images is updated as well. For example, changing an image in a published news piece will automatically update the image for your readers. Here’s how to manage image references: Salesforce CMS Media Content ID (MCID) The Media Content ID (MCID) is a unique identifier for images in Salesforce CMS. It can be found in: By leveraging Salesforce CMS, you can streamline the management and delivery of your marketing content, ensuring a consistent and efficient workflow for all your digital initiatives. 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 11, 2023in Salesforce
Salesforce Einstein 1 Platform
22Nov

Salesforce Einstein 1 Platform

Salesforce unveils the groundbreaking Einstein 1 Platform, a transformative force in enterprise AI designed to enhance productivity and cultivate trusted customer experiences by seamlessly integrating data, AI, and CRM. This advanced platform meets the demands of a new AI era, adeptly managing extensive disconnected data, offering flexibility in AI model selection, and seamlessly integrating with workflow processes while prioritizing customer trust. Salesforce Einstein 1 Platform is a game changer from Salesforce. What is the Salesforce Einstein 1 platform? Einstein 1 has a mixture of artificial intelligence tools on the platform, and it kind of mirrors the way the core Salesforce platform is built, standardized and custom. We have out of the box AI features such as sales email generation in Sales Cloud, and service replies in Service Cloud. The Einstein 1 Platform consolidates data, AI, CRM, development, and security into a unified, comprehensive platform, empowering IT professionals, administrators, and developers with an extensible AI platform for rapid app development and automation. Streamlining change and release management, the DevOps Center allows centralized oversight of project work at every stage of the application lifecycle management process, ensuring secure data testing and AI app deployment. Salesforce customizes security and privacy add-on solutions, including data monitoring and masking, backup implementation, and compliance with evolving privacy and encryption regulations. Grounded in the Einstein 1 Platform, Salesforce AI delivers trusted and customizable experiences by leveraging customer data to create predictive and generative interactions tailored to diverse business needs. What are the Einstein platform products? Commerce Cloud Einstein is a generative AI tool that can be used to provide personalized commerce experiences throughout the entire buyer’s journey. It can be used to generate auto-generated recommendations, content, and communications that are based on real-time data from the Data Cloud. Einstein 1 serves as a comprehensive solution for organizations seeking a unified 360-degree view of their customers, integrating Silverline expertise to maximize AI potential and scalability. The introduction of Einstein 1 Data Cloud addresses data integration challenges, enabling users to connect any data source for a unified customer profile enriched with AI, automation, and analytics. Salesforce Data Cloud unifies and harmonizes customer data, enterprise content, telemetry data, Slack conversations, and other structured and unstructured data to create a single view of the customer. Einstein 1 Data Cloud is natively integrated with the Einstein 1 Platform and allows companies to unlock siloed data and scale in entirely new ways, including: Supporting thousands of metadata-enabled objects per customer, the platform ensures scalability, while re-engineering Marketing Cloud and Commerce Cloud onto the Einstein 1 Platform enables seamless incorporation of massive data volumes. Salesforce offers Data Cloud at no cost for Enterprise Edition or above customers, underscoring its commitment to supporting businesses at various stages of maturity. Einstein Copilot Search and the Data Cloud Vector Database further enhance Einstein 1 capabilities, providing improved AI search and unifying structured and unstructured data for informed workflows and automation. Einstein 1 introduces generative AI-powered conversational assistants, operating within the secure Einstein Trust Layer to enhance productivity while ensuring data privacy. Businesses are encouraged to embrace Einstein 1 as a strategic move toward becoming AI-centric, leveraging its unified data approach to effectively train AI models for informed decision-making. Salesforce’s Einstein 1 Platform introduces the Data Cloud Vector Database, seamlessly unifying structured and unstructured business data to enhance AI prompts and streamline workflows. Generative AI impacts businesses differently, augmenting processes to improve efficiency and productivity across sales, service, and field service teams. Einstein 1 Platform addresses challenges of fragmented customer data, offering a unified view for effective AI model training and decision-making. Salesforce’s continuous evolution ensures businesses have access to cutting-edge AI technologies, positioning Einstein 1 as a crucial tool for staying ahead in the AI-centric landscape. Ready to explore Data Cloud for Einstein 1? Limited access is available for $0, offering businesses an exclusive opportunity to leverage this transformative solution. Salesforce’s Einstein 1 Platform introduces advancements in AI search capabilities and unification of structured and unstructured business data, empowering informed workflows and automation. Einstein GPT expands conversational AI across Marketing and Commerce clouds, with the Data Cloud Vector Database playing a pivotal role in unifying data for Einstein 1 users. Einstein now has a generative AI-powered conversational AI assistant that includes Einstein Copilot and Einstein Copilot Studio. These two capabilities operate within the Einstein Trust Layer – a secure AI architecture built natively into the Einstein 1 Platform that allows you to leverage generative AI while preserving data privacy and security standards. Einstein Copilot is an out-of-the-box conversational AI assistant built into the user experience of every Salesforce application. Einstein Copilot drives productivity by assisting users within their flow of work, enabling them to ask questions in natural language and receive relevant and trustworthy answers grounded in secure proprietary company data from Data Cloud. Data Cloud Vector Database simplifies data integration, enhancing AI prompts without costly updates to specific business models. Data Cloud, integrated with the Einstein Trust Layer, provides secure data access and visualization, enabling businesses to fully harness generative AI. Einstein 1, with Data Cloud, offers a solution for organizations seeking comprehensive customer insights, guided by Silverline expertise for AI maximization. Salesforce’s Einstein 1 Platform securely integrates data, connecting various products to empower customer-centric businesses with AI-driven applications. Data Cloud for Einstein 1 supports AI assistants and enhances customer experiences, driving productivity and reducing operational costs. Einstein 1’s impact is evident in increased productivity and enhanced customer experiences, with ongoing evolution ensuring businesses stay at the forefront of AI technology. Generative AI augments existing processes, particularly in sales, service, and customer support, with Einstein 1 providing tools for streamlined operations. Salesforce’s Einstein 1 Platform introduces AI search enhancements and unified data capabilities, empowering businesses with informed decision-making and automation. Ready to embrace AI-driven productivity? Explore Data Cloud for Einstein 1 and revolutionize your business operations 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

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November 22, 2023in Einstein 1 Platform, Salesforce, Salesforce Einstein
Sales Forecast Report in Power BI
13Nov

Sales Forecast Report in Power BI

To predict future sales, a time series forecasting model was created in Power BI. The model used past sales data to predict sales for the next 15 days. Visuals were included to compare forecasts with actual sales, and the results closely aligned with historical trends.

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November 13, 2023in Data, Technology
MC Personalization Tips and Tricks
08Nov

MC Personalization Tips and Tricks

Salesforce Marketing Cloud Personalization, formerly Interaction Studio, offers incredible power for personalization. MC Personalization Tips and Tricks below will help you level up your game. Einstein Recipes: Enhancements and Challenges Multiple Dimensional Variations for Products in Einstein Recipes Einstein Recipes offer powerful and flexible tools for creating recommendations. However, the fourth step, Variations, falls short compared to other options. Currently, you can configure only a single Dimensional Variation. While multiple Item Types are available, once you select one, you cannot limit recommended products to specific numbers per category or brand. This limitation hinders control over product recommendations, especially for e-commerce sites with diverse catalogs. Unlike Dimensional Variations, multiple Boosters or Exclusions of the same type can be configured differently, which would be a valuable feature to add for Variations. Department Variation for Products in Einstein Recipes Einstein Recipes allow Dimensional Variations at the Category level, but only for primary categories. There is no option for Department (master category) level, which is limiting for e-commerce sites with broad category trees, such as: Recommendations with Category Variation set can still be dominated by similar products due to similar primary categories. Two solutions could address this: Price Reduction Ingredient in Einstein Recipes Triggered Campaigns in Journey Builder can target various events, including Catalog Triggers. Some triggers, like Product Expiring Soon, are available for Web with Einstein Recipes Ingredients. However, there is no Ingredient for the common e-commerce use case of Price Reduction. Marketing Cloud Personalization (Interaction Studio) has the required price and listPrice attributes for Triggered Campaigns. A workaround involves calculating price reductions externally and passing this information to a Related Catalog Object. More efficient solutions would be: Rating Count in Recipe’s Rating Exclusion Marketing Cloud Personalization offers Exclusions/Inclusions on Recipes to fine-tune recommendations. One option is to exclude/include items based on their rating, with an optional zero rating capture. It would be beneficial to include an option to filter based on rating count, allowing for: Currently, such filters can only be applied on the server side in the Template, which can limit recommendations. Having this feature at the recipe level would be more powerful. Abandoned Cart Retention Setting Marketing Cloud Personalization captures cart information for Einstein Recipes recommendations. However, cart content remains indefinitely unless managed proactively. A workaround involves a Web Campaign that checks cart age and pushes a clear cart action if necessary. A better solution would be a configurable option in MCP settings to automatically remove old cart data. Catalog Enhancements Full MCP Category Hierarchy Support for ETL Marketing Cloud Personalization can create a hierarchical tree of categories with automatic summing of views and revenue. However, this is currently possible only under specific conditions, such as having one Category per product and using a Sitemap format. This limitation is problematic, as ETL is often a better way to manage it. The Category ETL already provides detailed information using department and parentCategoryId attributes, but this data does not replicate the drill-down hierarchy in the Catalog UI or pass data from the bottom Category up. Ensuring feature parity between Sitemap and ETL would be beneficial. Segmentation Enhancements MCP Action Name Management Marketing Cloud Personalization captures actions from multiple sources but does not allow managing created actions. An option to view and remove unnecessary actions would improve user experience by reducing the number of options in the segmentation/targeting picklists. An even better solution would be to merge existing actions, preserving behavioral data after refactoring action names. MCP Hourly-Based Segmentation Rules Currently, segmentation rules in Marketing Cloud Personalization are based on days, limiting on-site campaign targeting. For example, to display an infobar for abandoned cart users, the current segmentation can only show users who have not performed a Cart Action today. Hourly-based segmentation rules would allow more precise targeting, showing users who have not performed a Cart Action in the last hour. Adding a picklist to choose between day or hour-based rules would enhance segmentation capabilities. Full MCP Catalog Export Marketing Cloud Personalization supports manual catalog export but only with limited data. The current export file lacks complete catalog data (e.g., promotable and archived attributes), making it unsuitable for ETL sources. An option to export the full catalog data, matching the ETL schema and including hidden items, would greatly benefit debugging and batch-modifying items for subsequent ETL import. Full MCP Catalog Metadata Visibility Marketing Cloud Personalization supports viewing custom attribute metadata in the Catalog but is limited to ETL updates. Extending this to built-in attributes and including origin and lastUpdated values for all sources (Sitemap, Mobile App, Manual update, API) would simplify debugging Catalog metadata issues, reducing admin/developer work and support tickets. ETL Enhancements External Email Campaign ETL Experience Name & ID External Email Campaign ETL allows passing behavioral data but is limited to Campaign ID and Campaign Name. To fully leverage this data in segmentation, it should also support Email ID and Email Name. Adding Experience ID and Experience Name fields to the ETL would enable targeted personalization, allowing segmentation on entire campaigns or specific emails within campaigns. External Email Campaign ETL Send Segmentation External Email Campaign ETL passes Send, Click, and Open data but does not support segmentation based on Send events. Enabling segmentation rules for Send events would unlock use cases like targeting Web or Push campaigns to users who received an email campaign but did not open it, fully leveraging cross-channel and real-time personalization. External Email Campaign ETL Unsubscription Event Type External Email Campaign ETL passes Send, Click, and Open data but cannot pass unsubscriptions. Including the Unsubscribe event would enable targeted campaigns like surveys about unsubscription reasons, win-back campaigns, or replacing email subscription prompts with other channel recommendations. By addressing these enhancements and challenges, Salesforce Marketing Cloud Personalization (Interaction Studio) can further improve its capabilities and provide more precise, effective, and user-friendly tools for personalized marketing. Reporting Enhancements: Direct Attribution at the MCP Campaign Level Current Reporting in Marketing Cloud Personalization (MCP) Marketing Cloud Personalization (Interaction Studio) offers various reports based on Activity, Results, and Visits. However, it

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November 8, 2023in Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Personalization

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