Marketing Archives - gettectonic.com

10Jun

What is Salesforce?

Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale. Salesforce, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management software and applications focused on sales, customer service, marketing automation, e-commerce, analytics, and application development. According to Wikipedia… Salesforce brings together all your data, from any source. Customer 360, the complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, SFDC helps everyone in your company work more productively and better deliver the personalized experiences customers love. To explore all Salesforce has to offer for your business, contact Tectonic today. Salesforce is cloud-based CRM software (What is CRM?). It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale. Salesforce brings together all your data, from any source. Customer 360, our complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, SFDC helps everyone in your company work more productively and better deliver the personalized experiences customers love. 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

June 10, 2019in Artificial Intelligence, Data, Marketing Automation, Salesforce

06Jun

Perfect Drip Campaign

In an ideal world, you effortlessly conquer the lead generation challenges with one creative arm tied behind your back, craft compelling email drip campaigns that guide prospects seamlessly through your sales cycle while eating your lunch, and effortlessly close deals while playing on your XBox. But wake up – these success stories merely showcase the highlights of what it truly takes to construct the perfect drip campaign, complete with an ROI that positions you as the marketing hero vanquishing the empty pipeline challenge every single day. Envision the perfect email drip campaign – a foolproof method to cultivate a robust sales pipeline. Your conversion rates skyrocket, and your sales team can barely wrap up one deal before the next prospect eagerly phones in, begging them to take their order. Drip campaigns act as email touchpoints initiating relevant conversations with your most promising prospects at various stages of the customer journey. They automate the delivery of timely, pertinent communications based on an individual’s current and potential engagement levels with your emails. Meticulously crafted customer journeys connect with leads precisely when predictive analytics indicate maximum effectiveness. Digital Marketing with Email Drip Campaigns For those entering the digital marketing arena, it’s important to keep journey and content paths straightforward. A single journey should not be so generic as to capture every possible lead and propel them to the finish line. Instead, deliver the right message at the opportune moment and seal the deal when the prospect is prepared, avoiding premature sales pitches when they’re still evaluating the product. Salesforce’s Marketing Cloud Account Engagement, formerly Pardot, has the capability to develop advanced drip campaigns based on various criteria, though it typically demands a high level of expertise for design, implementation, and testing. Tectonic recommends communication spans between two and four emails per engagement journey, minimizing errors in more intricate journeys. Conduct split tests on content and engagement, directing the most engaged leads toward more specific journeys based on progressive profiling. In terms of campaign content, tease recipients, leaving them craving more information. Include secondary CTAs for eager learners, or create anticipation by advertising upcoming content in the coming weeks. Drawing on years of marketing expertise, Tectonic marketing professionals assert that campaign journeys aligned with the best customer experiences significantly impact recipient engagement. Creating a cohesive yet personalized narrative for drip communications keeps journey members excited and loyal, eagerly anticipating the next chapter and the value others have gained from your products and services. Stay Relevant Your potential customers don’t want an incessant barrage of irrelevant messages. Ensure your drip campaign and custom preference center grant recipients the option to specify how often they want to hear from you and what topics interest them. Respect your subscribers, simplifying the process for them to update their preferences. While unsubscribe links are obligatory, Account Engagement, formerly Pardot, also offers the option of activating a public preference center within your drip campaigns. Tectonic collaborates with you, understanding your brand’s selling points, helping craft and test the best content. Utilizing Salesforce’s Einstein Analytics, Tectonic designs drip campaigns that land in prospects’ inboxes at the optimal time with the perfect message. They guide you in designing prospect segments and preference center options, keeping everyone engaged with your brand at every stage of the buying process. Understanding Salesforce Marketing Cloud Account Engagement’s powerful communication capabilities from the user, vendor, and strategic services partner perspectives, Tectonic offers best practice guidance based on their success with the platform and that of their satisfied clients. They expedite your company’s transition with swift Account Engagement rollouts (Account Engagement Quickstarts), assist in crafting a flawless drip campaign, and provide guidance through lead generation, warming, and conversion. Harness the power of Marketing Cloud Account Engagement and Tectonic’s experience to fuel your pipeline. This content was updated in 2023. 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

June 6, 2019in Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

29May

Tectonic’s Successful Salesforce Track Record

Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, and Health Life Sciences. Read on about Tectonic’s successful Salesforce track record. Our primary focus is assisting clients with their Salesforce needs to solve business challenges. We work at the intersection of CRM, Marketing, Big Data, and Analytics. Public Sector Experience/Focus Proven Delivery – Tectonic delivers Salesforce Implementation, Integration and Managed Services, utilizing a modified Waterfall / Agile Delivery Method, leveraging US and International Delivery Center (IDC) resources, and delivering with strong, experienced Project Management Health and Life Sciences Focus We’ve helped healthcare providers navigate the challenges of moving data, including PHI and PII, into the cloud, providing physician facing services and improving operations. Salesforce provides comprehensive solutions tailored for the healthcare industry, addressing the specific needs of both payers (insurance providers) and providers (healthcare organizations). These solutions are designed to enhance patient engagement, improve operational efficiency, and drive better health outcomes. Financial Services Focus Transforming financial service delivery, optimizing operations, and cultivating community well-being and trust are at the core of Salesforce Financial Services Solutions. By automating every banking customer experience and uniting teams through Salesforce’s intelligence and a shared view of real-time customer data, a comprehensive banking solution is created, fostering customer satisfaction and loyalty. Travel and Hospitality Focus Salesforce provides tailored solutions for the hospitality and travel industry, helping businesses in this sector deliver exceptional customer experiences, streamline operations, and drive growth. These solutions leverage the power of the Salesforce Customer 360 platform to centralize data, enhance communication, and provide a personalized experience for guests. Manufacturing, Distribution, and Energy Focus We’ve helped small and large manufacturers optimize their sales operations and drive efficiencies in their contact center. Salesforce offers a suite of solutions tailored for manufacturing and distribution industries to enhance processes, improve collaboration, and drive overall efficiency. These solutions are designed to streamline operations. Designed improve customer relationships and provide valuable insights. Nonprofit Focus We’ve helped nonprofits and NGO’s optimize their operations and drive efficiencies in their fundraising and mission efforts. Salesforce offers a suite of solutions to nurture relationships and scale impact. Solutions with AI-driven, personalized services. Salesforce allows you to take control of your data on a single integrated platform. Nonprofit Cloud brings a nonprofit CRM, fundraising, programs, marketing engagement, and outcomes together in a single product. Strategic Relationship with Salesforce – Salesforce Ventures invested in Tectonic in Q3 2015. We maintain strong working relationships with Salesforce License Sales, Professional Services and Alliances. Tectonic’s successful Salesforce track record stems from our great relationship with Salesforce and grows through each customer interaction. 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

May 29, 2019in Data, Salesforce, Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Technology

20May

AI-Driven Propensity Scores

AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables through machine learning, without explicit programming. This insight has gone through numerous updates as the information and use of AI-driven propensity scores evolved. In many cases, writers give a brief overview of the what of a tool. Today, we are going way beyond “what the sausage tastes like” to “how the sausage is made” Tectonic hopes you will enjoy learning how propensity models and AI driven propensity scores improve your data. Propensity Model in Artificial Intelligence: Propensity modeling generates a propensity score, representing the probability that a visitor, lead, or customer will take a specific action. For instance, a propensity model, using data science or machine learning, can help predict the likelihood of a lead converting to a customer. AI-driven propensity scores take an existing data model and improve its predictions, speed, and analysis with AI. Propensity Score in CRM: In CRM, a propensity score is the model’s probabilistic estimate of a customer performing a specific action. Grouping customers by score ranges allows for effective comparison and analysis within each bucket. Enhancing Propensity Modeling with AI: Traditional statistical propensity models might lack accuracy, but integrating machine learning technologies, as demonstrated by Alphonso, can significantly optimize ad spend and increase prediction accuracy from 8% to 80%. That’s a whopping 72% improvement. Propensity Modeling Overview: Propensity modeling involves predictive models analyzing past behaviors to forecast the future actions of a target audience. It identifies the likelihood of specific actions, aiding in personalized marketing. Role of Machine Learning in Propensity Models: Propensity models rely on machine learning algorithms, acting as binary classifiers predicting whether a certain event or behavior will occur. Logistic regression and Classification and Regression Tree Analysis are common methods for calculating propensity scores. Characteristics of Effective Propensity Models: For robust predictions, propensity models should be dynamic, scalable, and adaptive. Dynamic models adapt to trends, scalable for diverse predictions, and adaptive with regular data updates. Propensity Modeling Applications: Propensity models find applications in predicting customer behavior, such as purchasing, converting, churning, or engaging. Real-time predictions, data analysis, and AI integration contribute to successful implementations. AI-driven propensity scores are extremely useful in that they can be coupled with many other models to give additional insights to your data. Types of Propensity Score Models: Various models include propensity to purchase/convert, customer lifetime value (CLV), propensity to churn, and propensity to engage. Combining models can enhance the effectiveness of marketing campaigns. When to Use Propensity Scores: Propensity scores are beneficial when random assignment of treatments is impractical. They help estimate treatment effects in observational studies, providing an alternative to traditional model-building methods. Limitations of Propensity Score Methods: While propensity scores help achieve exchangeability between exposed and unexposed groups, they do not claim to eliminate confounding due to unmeasured covariates. Findings from observational studies must be interpreted cautiously due to potential residual confounding. Content updated October 2021. Content updated February 2024. Like3 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

May 20, 2019in Artificial Intelligence, Data, Salesforce, Salesforce Einstein

11May

Salesforce Marketing Cloud Transactional Emails

Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order confirmation emails, shipping notifications, confirmations, etc. The Transactional Messaging API in Marketing Cloud, an upgraded version of Triggered Sends in Email Studio, offers enhanced scalability and flexibility. However, with increased flexibility comes the responsibility of monitoring these mission-critical emails. Let’s explore how to set up this monitoring process. Salesforce AppExchange Mastery: Note: This guide assumes familiarity with the Transactional Messaging API and covers advanced topics. If you’re new to the Transactional Messaging API, consider checking out the Trailhead Module for basics. Marketing Cloud Transactional Messaging API vs Triggered Sends: The Transactional Messaging API in Marketing Cloud boasts advantages over its predecessor, Triggered Sends in Email Studio: However, there are notable limitations: Transactional Messages Performance with Intelligence Reports for Marketing Cloud: The second limitation, monitoring transactional messages, is critical for business operations and customer satisfaction. Event Notification Service (ENS) serves as the solution, sending notifications for specific events in Marketing Cloud, such as the failure to send transactional emails. Step-by-Step Solution: Step 1: Create the VerificationKey Data Extension: Set up a Data Extension named “TransactionalSendsVerificationKey” to temporarily store the Verification Key required for URL Callback verification. Step 2: Creating the Callback CloudPage: Establish a CloudPage to receive events from ENS. Initially, the CloudPage stores the verification code. Step 3: Create and Verify the Callback: Create and verify the callback in Marketing Cloud by registering a new URL Callback and completing the details with the CloudPage URL. Step 4: Create the ENS Log Data Extension: Create a Data Extension called “TransactionalSendsMonitor” to store details of notifications from ENS. Step 5: Modify the Callback CloudPage to Process Events: Update the Callback CloudPage code to process notification payloads and store them in the “TransactionalSendsMonitor” Data Extension. Step 6: Create the Monitoring Automation: Build an automation with a verification activity to count the number of rows in the monitoring Data Extension. This solution enables the monitoring of critical emails, providing a streamlined process for troubleshooting. Transactional email journeys can also be created. Send Salesforce Marketing Cloud transaction emails with Journey Builder. Create a Transactional Send Journey 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

May 11, 2019in Marketing Automation, Salesforce, Salesforce Marketing Cloud, Salesforce Sales Cloud

15Apr

Lead Generation Strategy

What Is Lead Generation? Lead generation strategy is not just about driving quality leads into the sales funnel or pipeline, but also managing the growth of your company through inbound marketing. So why is lead generation important? Most businesses depend on the inbound flow of leads, so the ability to appropriately manage that inbound flow is crucial. Lead Generation Strategy can be the key to quality AND quanitity leads. Find Your Main Metric To help manage the flow of leads, it’s important to have the right tools—such as analytics and strategy. And perhaps even more importantly, your team must be fully aligned to your primary or main metric and willing to build a measurement framework to help reach that metric. What’s a main metric? It’s a metric that indicates growth for your business, can be tied to increased product engagement, and, eventually, results in revenue. In other words, it’s a pretty powerful way of measuring your lead generation success. See How They Approach Lead Generation at Salesforce For Salesforce, the main metric is when an opportunity reaches stage two—which means a prospective customer has been qualified by our sales development org and verified by our sales lead. Taking the time to identify and commit to your own north star metric ensures you spend the right amount of money, in the right areas, and towards the right people. Easier said than done, right? Let’s hear Zand Ushijima, Senior Director of Field Growth Marketing, explain how they approach lead generation at Salesforce. https://play.vidyard.com/mVbGWSmCKkdrhT9kU2kjRh Key Timestamps 0:00 – Salesforce on Salesforce Intro 0:43 – What is Lead Generation? 1:53 – Tip #1: North Star metric framework 3:54 – Tip #2: Not all leads are created equal 6:02 – Tip #3: Test. Learn. Iterate. Scale. 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

April 15, 2019in Salesforce

13Apr

Salesforce Job-Training Initiative

Salesforce.com Inc, a San Francisco-based cloud software company, announced on Thursday that it is joining a White House Salesforce Job-Training Initiative to provide new skills training for U.S. workers. The company, known for its internet-based software used by sales and marketing departments, plans to offer online training to up to 500,000 workers for jobs involving Salesforce’s software systems. However, the company did not disclose the financial commitment for this effort. The White House’s “Pledge to America’s Workers” initiative, launched last year, has over 200 participating companies. Salesforce CEO Marc Benioff is set to announce the news at an event in Indiana with Ivanka Trump, where Salesforce employs nearly 2,000 people. Benioff, who purchased Time magazine last year, is recognized for his support of progressive policies. Notably, he supported a tax increase on large businesses in San Francisco to fund homelessness solutions, a measure that San Francisco voters approved. Salesforce faced criticism from a Texas immigrant rights group last year for providing software to U.S. Customs and Border Protection. In response, Benioff highlighted that the company’s philanthropic arm donated over $1 million to organizations aiding migrant families at the U.S.-Mexico border. 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

April 13, 2019in Salesforce

12Apr

Salesforce DAM

Is there a digital asset management system integrated with Salesforce? Empower Salesforce Marketing Cloud (SFMC) users with the capabilities of an enterprise Digital Asset Management (DAM) system, providing a unified source of truth that includes approved, branded campaigns, and assets for Marketing and Sales utilization. Salesforce DAM options existing from other sources as well. What is digital asset management? A digital asset management solution is a software and systems solution that provides a systematic approach to efficiently storing, organizing, managing, retrieving and distributing an organization’s digital assets. Digital asset management (DAM) can refer to both a business process and a form of information management technology or a digital asset management system. DAM functionality helps many organizations create a centralized place where they can access their media assets. The digital asset is a key component of the DAM process. It is any file type of value that is owned by an enterprise or individual, comes in a digital format, is searchable via metadata and includes access and usage rights. There are many types of digital assets, including but not limited to: A DAM solution streamlines asset management and optimizes the production of rich media, particularly within sales and marketing organizations, by creating a centralized management system for digital assets. It enables brand consistency through automatic asset updates and reinforcement of brand guidelines, providing a single source of truth within businesses and a more consistent user experience to external audiences. Modern digital content management teams and marketers also rely on DAM to repurpose content, reducing unnecessary production costs and duplicate workstreams with its invaluable search features. While Salesforce itself is not a DAM, an alternative like S3 can be considered for storing images, with the image relationships managed in Salesforce. Bynder’s cutting-edge digital asset management (DAM) platform facilitates cloud collaboration for teams, expedites content to market, and enhances the impact of marketing assets. Our philosophy revolves around technology being user-friendly, scalable to individual needs, and backed by personalized customer service and support. Explore digital asset management systems for Salesforce available on the AppExchange. 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

April 12, 2019in Data, Enterprise, Salesforce, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Technology

09Apr

Salesforce Sales Cloud Explained

Salesforce Sales Cloud is Salesforce’s premier product, originating with the company’s birth in 1999, and currently commands the largest market share among all available Customer Relationship Management (CRM) solutions. With a core mission to expedite the sales cycle, Sales Cloud furnishes companies with an array of tools for efficient management of leads, opportunities, businesses, and individual contacts. While it predominantly caters to Business-to-Business (B2B) enterprises, Sales Cloud encompasses features like quoting, product management, and forecasting tailored to meet the needs of sales managers. In addition to its foundational features, Sales Cloud offers a suite of add-on products that further enhance its capabilities. These include Sales Cloud Einstein, Inbox, Salesforce Maps, Lightning Dialer, Lightning Scheduler, Salesforce Engage, Einstein Sales Analytics, and Revenue Analytics. These supplementary products provide advanced functionalities and analytics, elevating the overall sales experience for businesses utilizing Sales Cloud. What does Salesforce do? It helps teams work better together. Your business may use a single Customer 360 app, or a combination of many. By improving team communications, automating repetitive tasks, and surfacing more insights with the help of AI, our customers drive greater business success. Connect the dots between marketing and sales. Bring all your customer data together in one place to inform campaign strategy, audiences, and content. Use generative AI to create personalized messages and send them to prospects right where they are most likely to engage with them. When customers click on your ad or website, an automated message is sent to sales, notifying the team of a new lead. Tectonic is please to announce our Sales Cloud Implementation Solutions. 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

April 9, 2019in Data, Enterprise, Generative AI, Salesforce, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Sales Cloud

29Mar

Salesforce Campaign Attribution Explained

Campaign Influence in Salesforce enables the attribution of multiple campaigns to an opportunity, although each opportunity can only have one primary campaign for ROI calculations and rollup summaries. Despite not being able to use multiple campaigns for populating rollup fields, Campaign Influence allows users to analyze the success of multiple related campaigns tied to an opportunity. Salesforce Campaign Attribution Explained. To view Campaign Influence on an opportunity detail page, simply add the related list to the Salesforce page layout. Once added, you can manually associate the opportunity with campaigns or rely on automatic association, if enabled. Automatic Association occurs when a contact role is added to an opportunity. Salesforce automatically updates the Campaign Influence related list with any campaigns associated with the contact roles on the opportunity. Generally speaking, there are six main types of attribution models – first-touch, last-touch, linear, time decay, U-shaped, multi-touch, and W-shaped multi-touch. Additionally, you can create customized attribution models based on your needs and wants. Last-Touch—Assigns 100% of influence and revenue earned to the last campaign a prospect touches before a deal is closed. No matter what other campaigns the prospect has interacted with, this model attributes all influence to the final touchpoint. Time decay attribution is a multi-touch attribution model which assigns credit to touchpoints encountered closer to the time of conversion, compared to those that occurred further back in the customer journey. Attribution in Salesforce allows you to connect your lead and deal stages to marketing touches including on and offline channels and campaigns. Lead attribution is a way for marketers to track the digital touchpoints and actions a customer takes during the buyer journey. Doing so will help you better calculate the ROI of marketing efforts by looking at what initiatives accomplished specific goals and led to conversions. 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

March 29, 2019in Salesforce

18Mar

Brandbuilder

BrandBuilder:Enhance the visual identity of your Marketing Cloud account by incorporating your company logo and adjusting the default color scheme. In Enterprise 2.0, the flexibility extends to creating multiple brands that can be assigned to distinct business units. When crafting your email template, leverage the chosen color scheme to ensure consistent brand representation. Additionally, Experience Builder provides branding options, allowing the creation of Branding Sets. These sets serve as comprehensive collections, encompassing images, fonts, and colors, profoundly transforming the appearance of your site. The Experience Builder‘s Theme panel serves as the focal point for managing Branding Sets. Utilizing these sets, you can swiftly modify the site’s look for diverse audiences, seamlessly transitioning between brands or presentations for various campaigns or events. It’s noteworthy that if you are using a pre-built theme, the branding set won’t impact the header and hero areas of your site. Brandbuilder Each site can be associated with multiple branding sets, offering the flexibility to maintain and manage various collections of colors and elements. These sets can be applied manually or programmatically through Audiences. Should you not find options to control specific aspects of your site in the Theme panel or component properties, you have the ability to create custom CSS overrides. Content updated September 2023. 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

March 18, 2019in Enterprise, Salesforce

11Mar

Deep Links-Is My URL Syntax and Encoding Correct?

Is my URL syntax and encoding correct? If your deep link is not directing you to the specified destination or returning an HTTP 404 error, first check your URL syntax and encoding. URLs typically use this syntax: scheme://host:port/path?query-string#fragment-id Each part of a URL performs a different function and uses specific characters to identify and separate values. The scheme and host are not case-sensitive but the path and query-string are case-sensitive. A mistake in the composition of your URL will prevent it from opening as it should. deep links url syntax When setting up your deep link, pay attention to these conditions: If your app is not already installed and these conditions are not met, the adjust_t parameter is dropped by the browser. Adjust needs this parameter to locate the source of the click; without it, we will return the HTTP 404 error URL not found. Examples Depending upon how your URL is set up, your deep link can have the following behaviors: Deep link setup Example link URL Behavior Link URL + deep_link parameter https://app.adjust.com/r40ncx7?deep_link=adjust%3A%2F%2F%3Fpath Opens the app on the specified in-app page Universal link https://abcd.adj.st/%3Fpath?adjust_t=r40ncx7 Opens the app on the specified in-app page Universal link https://abcd.adj.st/?path&adjust_t=r40ncx7 Opens the app if it is already installed, but cannot reach the specified in-app page. Universal link https://abcd.adj.st%3Fpath?adjust_t=r40ncx7 Is invalid and returns an error deep links url syntax 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

March 11, 2019in Salesforce

04Mar

Marketing Automation

Marketing automation is software tool that handles routine marketing tasks without the need for human action or intervention. Common marketing automation workflows include email marketing, behavioral targeting, lead prioritization, and personalized advertising. Marketing automation is the use of technology to automatically perform marketing tasks, such as: email campaigns, social media advertising, behavioral targeting, re-targeting, lead prioritization, and personalized advertising. Marketing automation can help teams: become more efficient, improve the customer experience, increase traffic, engage audiences, and acquire new customers. Some benefits of marketing automation include: Some marketing automation tools include: With the emergence of artificial intelligence (AI), marketing automation is enabling marketers to deliver more targeted and personalized content. What are marketing automation strategies? An automation strategy is a playbook for a brand’s automated marketing tactics. It should answer the who, what, where, when and how of your automation plan. Your plan should tell you: Who your audience is. Include detailed information on your target audience and each of the audience segments. Does marketing automation really work? Marketing automation can be a real game-changer for small businesses. It helps you score, sort, and nurture leads throughout the sales cycle, boosting conversions by targeting customers with the highest purchasing potential. All without the need for human intervention. This frees your marketing and sales professionals up to do other work. Customer journeys are the sum of individual personalized experiences with your brand. With automation, you can tailor every interaction based on customer data to create ongoing, seamless journeys through every brand touchpoint. 5 Steps to Getting Started with Marketing Automated Campaigns Here are some best practices to keep in mind when designing your marketing automation strategy: Tectonic has extensive experience launching automation solutions running in the Salesforce ecosystem. If you are ready to automate the marketing process in Salesforce, contact Tectonic today. Content updated December 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

March 4, 2019in Data, Marketing Automation, Salesforce, Salesforce Development Services, Salesforce Implementation Services, Salesforce Marketing Automation

19Feb

Mapping Your Customer Journey

Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term growth. This gives a holistic view of the entire customer lifecycle, from initial awareness to post-purchase engagement. Your vision for your web site should align with your company’s goals. Now you are going to focus on a site experience that encourages visitors to interact with your content. Start by understanding your customers’ needs. Mapping your customer journey enables you to focus on touch points most relevant to conversions. A customer journey map is a visual representation of the customer’s experience with a company, from their first interaction to their ongoing relationship. It helps businesses understand how customers interact with their brand, and can help with predicting behavior, anticipating needs, and responding effectively. Here are some steps to consider for creating a customer journey map: The customer journey typically has five stages: awareness, consideration, decision, retention, and advocacy. Companies can use the 5 A’s framework to guide customers through each stage: awareness, attraction, action, affinity, and advocacy. Follow these seven steps to craft a comprehensive and impactful customer journey map: Step 1: Establish Personas The foundation of creating a customer journey map lies in establishing personas. These are fictional representations of your ideal customers, grounded in demographic, psychographic, and behavioral information. Developing personas provides a deeper understanding of your target audience, enabling tailored marketing and sales strategies to meet their unique needs. Each persona may represent a unique prospect, a unique need, a unique channel, or all of the above. Step 2: Determine the Journey Next, identify the journey your personas undertake when interacting with your brand. This encompasses every touchpoint, from initial discovery to post-purchase engagement. Recognize that the journey may differ for various personas, necessitating the creation of separate maps for each. Each journey, likewise, can have multiple paths. Step 3: Outline the Stages The stages section of your journey map delineates the customer’s relationship with your company, spanning from initiation to conclusion. Standard customer lifecycle stages may include Discover, Explore, Buy, Use, Ask, and Engage. However, tailor the stages to be more specific to your business and persona. Step 4: Set Persona Goals Understand the goals your persona aims to achieve throughout their journey. Begin with a high-level goal for your journey map and break it down into stages. Uncover persona goals through brainstorming, surveys, customer interviews, and analysis of support feedback. Validate your findings through additional research. Step 5: Map Out Touchpoints Identify the various touch points at each stage of your map, plotting them logically in a sequence. Step 6: Consider Other Key Elements Take into account additional elements like customer feedback, friction points, pain points, and challenges that emerge during the journey. Step 7: Identify Areas for Improvement Pinpoint areas in the customer journey that may not be functioning optimally and brainstorm solutions to enhance the overall experience. Dedicate a section of your map to address these improvement opportunities. A customer journey map offers a concise representation of opportunities for automation and improvement in your company’s interactions with customers. Content updated December 2024. 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

February 19, 2019in Data, Marketing Automation, Salesforce, Salesforce Commerce Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Personalization, Salesforce Sales Cloud, Salesforce Service Cloud

salesforce government digital transformation

17Jul

Public Sector Salesforce Solutions

Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing sites for effective communication, creating dynamic application forms, and streamlining approval processes for licenses and permits are among the capabilities offered. Public sector Salesforce solutions. A government CRM system minimizes manual admin tasks, allowing public servants to focus on enhancing citizens’ lives. Utilize flexible dynamic assessments, care plans, and referrals to assist families and individuals seamlessly. Salesforce recommends exploring a trial org to understand setup recommendations and prepare for implementation. Discover how the Salesforce platform, with a dedicated data model and common components, enables tailored solutions for municipalities, states, provinces, or federal agencies. Public Sector Solutions eschews a one-size-fits-all approach, allowing the combination of various components to address specific agency needs. The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, serves as the foundation for Public Sector Solutions. Providing relationship management, case management, collaboration, integration, and data insight capabilities, it offers a 360-degree view of constituents while adhering to stringent data security regulations. The Public Sector Solutions data model is designed for government agencies, accommodating diverse tasks such as issuing licenses, conducting inspections, managing grants, and handling emergency programs. Dynamic features include License and Permit Management, Inspection Management, Grantmaking, Emergency Program Management, and Employee Experience. Configurations for Public Sector Solutions include prebuilt apps, granting licenses for specific Salesforce editions with varying usage limits. Additional add-ons, such as CRM Analytics, Intelligent Document Reader, Einstein Relationship Insights, and Business Rules Engine, allow customization to meet specific functionality requirements. Salesforce public sector solutions use standard Salesforce objects to structure and store data related to licensing, permitting, inspections, assessments, case and program management, benefit management, grantmaking, and more. Salesforce is used across various sectors, including technology, retail, insurance, banking, and industrial industries. It is utilized by businesses of all sizes, from small enterprises to large corporations, for CRM purposes. Tectonic looks forward to assisting you with Public Sector Salesforce Solutions. 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

July 17, 2018in Data, Enterprise, Mulesoft, Public Sector Solutions, Salesforce, Salesforce Government Cloud, Salesforce Public Sector Solutions, Technology

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