Opportunities - gettectonic.com - Page 9
AI as a Service
25Aug

AI as a Service

The latest research study from HTF MI, titled Global Artificial Intelligence (AI) As a Service Market Size, Player Analysis & Segment Growth 2020-2032, offers an in-depth evaluation of market risks, opportunities, and strategic decision-making support. The report delves into trends, growth drivers, technological advancements, and the evolving investment landscape within the Global AI As a Service market. Key players featured in the study include Google, Amazon Web Services, IBM, Microsoft, SAP, Salesforce, Intel, Baidu, FICO, SAS, and BigML. Market Overview: The study provides an extensive view of the AI As a Service market, with segmentation across industries such as banking, financial services, insurance, healthcare, retail, telecommunications, government and defense, manufacturing, and energy. Covering 18+ countries globally, it also highlights both emerging and established players. The report offers tailored analysis based on specific business objectives or geographic requirements. AI As a Service Market: Demand Analysis & Opportunity Outlook 2030 This research defines the market size across various segments and countries by analyzing historical data and forecasting future values through 2030. It combines qualitative and quantitative insights, including market share, value, and volume forecasts from 2019 to 2023, with projections extending to 2030. Key elements such as growth drivers, restraining factors, and critical statistics shape the market’s outlook. Market Segmentation: The report categorizes the AI As a Service market into the following: Key Players: The study profiles major industry players such as Google, Amazon Web Services, IBM, Microsoft, SAP, Salesforce, Intel, Baidu, FICO, SAS, and BigML, analyzing their market strategies and positioning. Geographic Scope: The global report covers multiple regions, including: Key Questions Addressed: Report Chapters Overview: For more information, request a sample report or inquire about the full research study through the provided links. 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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August 25, 2024in Salesforce
Repayment Schedules With Salesforce
22Aug

Repayment Schedules With Salesforce

Simplifying Repayment Schedules: Elevating Borrower Experience with Salesforce In the rapidly changing financial services industry, managing loan repayment schedules efficiently is vital for both lenders and borrowers. A well-designed system can significantly enhance the borrower experience, streamline operations, and boost overall efficiency. Salesforce software emerges as a powerful solution that simplifies repayment schedules and fosters better communication between lenders and borrowers. This article explores how Salesforce can revolutionize repayment management with its comprehensive features. Understanding Repayment Schedules Repayment schedules define how a borrower will pay back their loan over time, detailing payment amounts, due dates, interest rates, and the total loan duration. A clear and well-structured repayment schedule not only helps borrowers manage their finances but also ensures that lenders receive timely payments. The complexity of repayment schedules can vary based on factors like loan terms, interest rates, and borrower profiles. Therefore, having an effective system to manage these variables is crucial for maintaining accuracy and transparency throughout the borrowing process. The Role of Salesforce in Loan Management Salesforce offers an extensive suite of tools designed to enhance customer relationship management (CRM) across various industries, including finance. By utilizing Salesforce’s capabilities, lenders can develop customized solutions that address key aspects of loan management, such as: 1. Automated Amortization SchedulesSalesforce enables the automated creation of amortization schedules tailored to individual loans. This feature minimizes manual errors and ensures accurate calculations from the start. Automation allows lenders to provide borrowers with clear payment plans, including details on principal reductions and interest accruals over time. 2. Custom Borrower PortalsOne of Salesforce’s major strengths is the ability to create custom borrower portals. These portals allow clients to access their repayment schedules anytime, view upcoming payments, track their balances in real-time, and even make payments through secure channels. This transparency builds trust between lenders and borrowers, enhancing overall satisfaction. 3. Document ManagementEffective document management is essential for maintaining organized records related to loans and repayments. Salesforce’s document management features enable lenders to securely store important documents—such as contracts, amendments, or communications—within each borrower’s profile. This accessibility simplifies audits and reviews while ensuring compliance with regulatory standards. Streamlined Communication with Automated Alerts A common challenge for borrowers is keeping track of payment deadlines and understanding when payments are due. Salesforce addresses this by offering automated alerts via email or text message, reminding borrowers of upcoming due dates or changes in payment schedules. These notifications help keep borrowers informed about their obligations without overwhelming them, balancing proactive communication with user-friendliness. Enhanced Reporting & Analytics Salesforce provides powerful reporting tools that allow lenders to effectively analyze repayment patterns across different portfolios. By identifying trends related to timely payments, defaults, or late fees, financial institutions can strategically tailor their offerings. Detailed dashboards also present key performance indicators (KPIs) related to collection efficiency, aiding in risk assessment and decision-making processes. Portfolio Management Integration Integrating portfolio management features within Salesforce allows lenders to monitor individual loans and gain insights into overall portfolio health. This includes tracking repayments received versus outstanding balances owed by all clients collectively. This holistic view supports decision-making around refinancing options for struggling clients and identifying growth opportunities based on historical data trends. This integration enhances lender profitability while improving borrower experiences. Conclusion: Transforming the Borrower Experience Integrating Salesforce software into loan repayment scheduling represents a significant advancement in enhancing borrower experiences in the financial services industry. From automating complex amortization calculations to providing personalized customer portals, Salesforce empowers both lenders and borrowers at every stage of the process. By embracing technology like Salesforce, lenders can streamline communication, reduce administrative burdens, and position themselves favorably against competitors. This buildss long-lasting relationships built on trust and reliability, ultimately benefiting all parties involved. Contact Tectonic today to explore lending solutions from Salesforce. 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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August 22, 2024in Salesforce Financial Services Solutions, Salesforce Managed Services, Salesforce Optimization
Why Choose Salesforce as Your Mortgage CRM?
22Aug

Banking Complaints to Profits

Tectonic: Elevating Complaint Management in Banking with Salesforce Customer satisfaction is key in banking, but complaints are unavoidable. Banking Complaints to Profits is not only learning from complaints but increasing revenue by them. Banking complaints also present a unique opportunity. Handled effectively, complaints can offer valuable insights that drive process improvements and ultimately strengthen customer relationships. Banking Complaints to Profits Banks need a robust, strategic complaint management system to capitalize on this opportunity. Such a system must go beyond simply documenting and resolving grievances. It must enable banks to proactively identify trends, assess root causes, and implement targeted solutions that address individual complaints and prevent future issues. Salesforce offers a comprehensive platform that can transform your complaint management process. Let’s explore how its key features align perfectly with the needs of a strategic approach. Streamlining Complaint Intake Salesforce simplifies and customizes the process of collecting customer complaints, aligning with your specific policies and regulatory needs. Its dynamic intake process ensures a smooth and compliant experience for your customers and your team. Efficient Complaint Lifecycle Management Salesforce streamlines the entire complaint management process, ensuring seamless routing to the right teams and individuals for swift resolution. Automated assignments, milestone tracking, and clear follow-up expectations (including Service Level Agreements) guarantee accountability and efficiency at every stage. Automated escalations expedite resolutions when needed, ensuring regulatory compliance and maximizing customer satisfaction. Securing Your Complaint Data Salesforce prioritizes data security with Shield and Financial Services Cloud’s Compliance Data Sharing Model to ensure the confidentiality of sensitive complaint information through robust access controls and permissions. This guarantees that only authorized personnel can view and interact with sensitive data, maintaining the highest levels of privacy and compliance. Centralizing and Unifying Your Data Beyond security, Salesforce eliminates information silos by centralizing complaint data from across your organization. This creates a single source of truth, providing a comprehensive and unified view of customer feedback. This holistic perspective enables deeper analysis, informed decision-making, and a more proactive and practical approach to complaint management. Harnessing Complaint Data for Continuous Improvement Financial Services Cloud’s Case Management and Data Processing Engines can give you a complete view of customer complaints and their lifecycle. By harnessing this case data within CRM Analytics, you can enhance the customer 360, proactively monitor trends, prioritize areas for improvement, and enhance the customer experience while effectively mitigating risk. The Future of Complaint Management: Salesforce as a Strategic Advantage In an increasingly competitive and regulated landscape, banks must be equipped to address customer complaints efficiently and leverage them for continuous improvement. By combining Salesforce’s power with a strategic, customer-centric approach, banks can turn complaints into a catalyst for growth, ensuring a more resilient and customer-focused future. At Tectonic, we’ve watched firsthand how a well-designed complaint management system can transform customer interactions from points of friction into opportunities for improvement. Our experience in the financial services sector has taught us that technology is only part of the equation. A comprehensive approach, encompassing data-driven insights, staff training, and ongoing process optimization, is essential for maximizing the benefits of any system. Chat with our financial services experts to learn how Salesforce can transform your complaint management process to deliver exceptional service and strengthen trusted customer relationships. 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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August 22, 2024in Salesforce Financial Cloud, Salesforce Financial Services Solutions, Salesforce Optimization
Slack AI Exploit Prevented
22Aug

Slack AI Exploit Prevented

Slack AI Exploit Prevented. Slack has patched a vulnerability in its Slack AI assistant that could have been for insider phishing attacks, according to an announcement made by the company on Wednesday. This update follows a blog post by PromptArmor, which detailed how an insider attacker—someone within the same Slack workspace as the target—could manipulate Slack AI into sending phishing links to private channels that the attacker does not have access to. The vulnerability is an example of an indirect prompt injection attack. In this type of attack, the attacker embeds malicious instructions within content that the AI processes, such as an external website or an uploaded document. In this case, the attacker could plant these instructions in a public Slack channel. Slack AI, designed to use relevant information from public channels in the workspace to generate responses, could then be tricked into acting on these malicious instructions. While placing such instructions in a public channel poses a risk of detection, PromptArmor pointed out that an attacker could create a rogue public channel with only one member—themselves—potentially avoiding detection unless another user specifically searches for that channel. Salesforce, which owns Slack, did not directly reference PromptArmor in its advisory and did not confirm to SC Media that the issue it patched is the same one described by PromptArmor. However, the advisory does mention a security researcher’s blog post published on August 20, the same day as PromptArmor’s blog. “When we became aware of the report, we launched an investigation into the described scenario where, under very limited and specific circumstances, a malicious actor with an existing account in the same Slack workspace could phish users for certain data. We’ve deployed a patch to address the issue and have no evidence at this time of unauthorized access to customer data,” a Salesforce spokesperson told SC Media. How the Slack AI Exploit Could Have Extracted Secrets from Private Channels PromptArmor demonstrated two proof-of-concept exploits that would require the attacker to have access to the same workspace as the victim, such as a coworker. The attacker would create a public channel and lure the victim into clicking a link delivered by the AI. In the first exploit, the attacker aimed to extract an API key stored in a private channel that the victim is part of. The attacker could post a carefully crafted prompt in the public channel that indirectly instructs Slack AI to respond to a request for the API key with a fake error message and a URL controlled by the attacker. The AI would unknowingly insert the API key from the victim’s private channel into the URL as an HTTP parameter. If the victim clicks on the URL, the API key would be sent to the attacker’s domain. “This vulnerability shows how a flaw in the system could let unauthorized people see data they shouldn’t see. This really makes me question how safe our AI tools are,” said Akhil Mittal, Senior Manager of Cybersecurity Strategy and Solutions at Synopsys Software Integrity Group, in an email to SC Media. “It’s not just about fixing problems but making sure these tools manage our data properly. As AI becomes more common, it’s important for organizations to keep both security and ethics in mind to protect our information and keep trust.” In a second exploit, PromptArmor demonstrated how similar crafted instructions could be used to deliver a phishing link to a private channel. The attacker would tailor the instructions to the victim’s workflow, such as asking the AI to summarize messages from their manager, and include a malicious link. PromptArmor reported the issue to Slack on August 14, with Slack acknowledging the disclosure the following day. Despite some initial skepticism from Slack about the severity of the vulnerability, the company patched the issue on August 21. “Slack’s security team had prompt responses and showcased a commitment to security and attempted to understand the issue. Given how new prompt injection is and how misunderstood it has been across the industry, this is something that will take the industry time to wrap our heads around collectively,” PromptArmor wrote in their blog. New Slack AI Feature Could Pose Further Prompt Injection Risk PromptArmor concluded its testing of Slack AI before August 14, the same day Slack announced that its AI assistant could now reference files uploaded to Slack when generating search answers. PromptArmor noted that this new feature could create additional opportunities for indirect prompt injection attacks, such as hiding malicious instructions in a PDF file by setting the font color to white. However, the researchers have not yet tested this scenario and noted that workspace admins can restrict Slack AI’s ability to read files. 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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August 22, 2024in Salesforce Slack
SigFig
17Aug

SigFig

SigFig, a leading provider of digital wealth management solutions, has upgraded its Engage platform with advanced AI features designed to enhance the effectiveness of financial advisors. The Engage platform seamlessly combines human expertise with state-of-the-art technology, equipping financial advisors and their teams with a range of tools to boost their efficiency. New AI-driven functionalities in Engage include smart tips that deliver real-time prompts and tailored recommendations during meetings, helping advisors identify new growth opportunities. The platform also proactively presents the most relevant content, tools, paperwork, and workflows to streamline discussions. To further optimize advisors’ workflows, Engage now automates the creation of transcripts, meeting summaries, and post-meeting notes. This automation frees up advisors to focus more on building client relationships rather than managing administrative tasks. Mike Sha, founder and CEO of SigFig, stated, “AI can significantly enhance the productivity and effectiveness of financial advisors. Advisors need to concentrate on developing meaningful relationships with their clients and understanding their goals and challenges. Engage serves as a central hub for creating richer, more personalized client interactions while managing time-consuming administrative duties.” Engage integrates smoothly with popular systems such as Salesforce, Docusign, Microsoft, and Google. Its CRM integration features bi-directional data sync, allowing advisors to access client data within Engage and automatically update Salesforce with meeting notes, client details, and follow-ups. This integration accelerates the sales process and boosts client conversion rates. The platform also fosters a collaborative environment, enabling clients to engage actively in the financial planning process. This collaboration supports clients’ financial well-being and enhances advisors’ understanding of individual financial situations. SigFig has developed various customizable modules for different aspects of financial services, including client prospecting, retirement planning, account opening, and annual reviews. 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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August 17, 2024in Salesforce
Qwary Salesforce Integration
13Aug

Qwary Salesforce Integration

Qwary Enhances Customer Insights with New Salesforce Integration HERNDON, Va., Aug. 13, 2024 /PRNewswire/ — While surveys have long been a staple for gathering customer feedback, data entry often poses a challenge in obtaining comprehensive insights. Qwary’s new Salesforce integration aims to resolve this issue by enabling seamless data transfer and synchronization between the two platforms. This integration allows teams to consolidate customer information into a single hub, providing real-time visibility and enhancing strategic planning and collaboration. Key features include creating email campaigns, importing contacts, mapping survey results, and automating event-based workflows. What Is Qwary’s Salesforce Integration? Qwary’s Salesforce integration is designed to streamline the analysis of Salesforce survey data, offering a more efficient way to understand customer interactions with your brand. By integrating survey feedback with CRM data, this tool helps you quickly adapt your products and services to meet evolving customer needs. It tracks customer journeys, collects feedback, and reveals pain points, enabling you to deliver tailored solutions. Benefits of Using Qwary’s Salesforce Integration Qwary’s integration offers several notable benefits: Automate Feedback Collection The integration automates the feedback collection process by triggering surveys at strategic points in the customer lifecycle. This allows your team to act swiftly to foster engagement and generate leads. Gain Actionable Insights Seamlessly integrating with Salesforce CRM, Qwary scores, analyzes, and enriches customer data, helping your team identify emerging trends and seize opportunities for personalization and customer development. Synchronize Data Automatically With Qwary’s integration, your contact data is consolidated into a single, reliable source of truth. Whether you’re using Salesforce or Qwary, automated data synchronization ensures consistency and provides real-time updates. Collaborate Effectively The integration promotes effective teamwork by sharing data between Salesforce and Qwary, enabling your team to solve problems collaboratively and refine strategies to boost customer retention. Key Capabilities Qwary’s Salesforce integration excels in managing customer feedback, automating workflows, and consolidating contact data: Salesforce Workflow Automation The integration simplifies scheduling and automating survey triggers, eliminating manual processes. Surveys can be initiated via email or following significant events, with responses seamlessly mapped into Salesforce. This creates a comprehensive view of customer behavior, helping your team act on insights, strengthen connections, and enhance satisfaction. Contact Data Importation Qwary facilitates quick access to Salesforce contacts, providing a holistic view of your customer base. The integration streamlines contact data importation and updates, eliminating manual data entry and speeding up data management. Potential Business Impacts By combining automation, synchronization, and data consolidation with a user-friendly interface, Qwary’s Salesforce integration enhances your sales team’s ability to collect and leverage customer feedback. Immediate access to comprehensive consumer insights allows your business to respond promptly to customer needs, improving satisfaction and loyalty. Real-time data aggregation helps your company adapt quickly and refine offerings to exceed customer expectations. Stay Ahead with Qwary’s Salesforce Integration Qwary continuously updates its solutions to meet the evolving needs of businesses focused on customer engagement. Leveraging automation, synchronization, and advanced analytics through an accessible platform, Qwary’s Salesforce integration empowers your team to enhance offerings and connect with customers efficiently. By optimizing the use of survey data and Salesforce feedback, Qwary keeps your business at the forefront of market trends, enabling you to consistently delight your customers. 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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August 13, 2024in Generative AI, Marketing Automation, Salesforce Data Cloud, Salesforce Einstein, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Marketing Automation, Salesforce Optimization, Salesforce Personalization
Demandbase One for Sales iFrame
09Aug

Demandbase One for Sales iFrame

Understanding the Demandbase One for Sales iFrame in Salesforce The Demandbase One for Sales iFrame (formerly known as Sales Intelligence) allows sales teams to access deep, actionable insights directly within Salesforce. This feature provides account-level and people-level details, including engagement data, technographics, intent signals, and even relevant news, social media posts, and email communications. By offering this level of visibility, sales professionals can make informed decisions and take the most effective next steps on accounts. Key Points: Overview of the Demandbase One for Sales iFrame The iFrame is divided into several key sections: Account, People, Engagement, and Insights tabs. Each of these provides critical information to help you better understand and engage with the companies and people you’re researching. Account Tab People Tab Engagement Tab Final Notes: The Demandbase One for Sales iFrame is a powerful tool that provides a complete view of account activity, helping sales teams make informed decisions and drive results. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 9, 2024in Data
Read AI Salesforce Integration
06Aug

Read AI Salesforce Integration

Last month, Read AI announced the launch of its integration with HubSpot, and today the company continues its momentum in the CRM space by announcing support for 1-click connections to Salesforce. Salesforce, the leading name in CRM software, is widely adopted across virtually every industry. Read AI users can now sync their Meeting Reports directly to corresponding records within their Salesforce instance, either automatically or manually. After a meeting measured by Read AI, this integration will automatically connect any Contacts, Leads, Accounts, and Opportunities within Salesforce that are related to the external participants who attended the call. Read AI will sync Meeting Report summaries, action items, key questions, and other meeting data directly to those records, providing a comprehensive view of meeting content and progress without leaving Salesforce. This eliminates the need to spend hours updating opportunities. With Read AI, Opportunities are more up-to-date and comprehensive than anything manually written. The integration operates in the background, automatically. For those who prefer not to automatically sync Meeting Reports into Salesforce, Automatic Syncing can be turned off in Integration Settings, allowing individual push of Meeting Reports to Salesforce. To ensure historical Meeting Reports are synced to Salesforce, users can backfill Meeting Report data with one click using the ‘Sync past meetings’ button in Salesforce Integration Settings. For individual sellers, this integration removes the need to block out time to update contacts and opportunities, as Read AI automatically makes those updates. Sales Managers will no longer need to chase down sellers to update their opportunities in Salesforce, allowing more focus on sales strategy with the most complete and timely insights from SFDC. This integration promises a significant boost in productivity for users of both Read AI and Salesforce. Users no longer need to take notes during important sales calls and can easily find meeting details within Salesforce. Read AI empowers sellers to close deals while handling the administrative tasks to ensure opportunities are accurate and updated. 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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August 6, 2024in Salesforce
Close Date Predictions
01Aug

Close Date Predictions

Important Update: Close Date Predictions Feature Retiring in Spring ’25 The Close Date Predictions feature, currently available in Pipeline Inspection, is designed to forecast when an opportunity with a close date in the current month may not close on time. However, Salesforce will be retiring this feature with the Spring ’25 release. What’s Changing? With the retirement of Close Date Predictions, users will no longer receive alerts about opportunities that are unlikely to close within the current month. Previously, these predictions appeared as an icon on the Close Date field or within the Insights tab of the side panel. What Should You Do? To continue receiving valuable predictions about opportunity closures, we recommend transitioning to Einstein Opportunity Scoring. This feature, available with your Sales Cloud license, provides more advanced predictions on an opportunity’s likelihood of closing and highlights the top reasons behind the prediction. Here’s how you can make the switch: For further assistance, you can open a support case via Salesforce Help. To learn more about Salesforce’s approach to product and feature retirements, please review our Product & Feature Retirement Philosophy. 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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August 1, 2024in Salesforce
AI Data Cloud and Integration
31Jul

AI Data Cloud and Integration

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

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July 31, 2024in Generative AI, Mulesoft
Boosting Payer Patient Education with Technology
22Jul

Boosting Payer Patient Education with Technology

Data and Technology Strategies Elevate Payer-Driven Patient Education Analytics platforms, omnichannel engagement, telehealth, and other technology and data innovations are transforming patient education initiatives within the payer space. Dr. Cathy Moffitt, a pediatrician with over 15 years of emergency department experience and now Chief Medical Officer at Aetna within CVS Health, emphasizes the crucial role of patient education in empowering individuals to navigate their healthcare journeys. “Education is empowerment; it’s engagement. In my role with Aetna, I continue to see health education as fundamental,” Moffitt explained on an episode of Healthcare Strategies. Leveraging Data for Targeted Education At large payers like Aetna, patient education starts with deep data insights. By analyzing member data, payers can identify key opportunities to deliver educational content precisely when members are most receptive. “People are more open to hearing and being educated when they need help right then,” Moffitt said. Aetna’s Next Best Action initiative, launched in 2018, is one such program that reaches out to members at optimal times, focusing on guiding individuals with specific conditions on the next best steps for their health. By sharing patient education materials in these key moments, Aetna aims to maximize the impact and relevance of its outreach. Tailoring Education with Demographic Data Data on member demographics—such as race, ethnicity, gender identity, and zip code—further customizes Aetna’s educational efforts. By incorporating translation services and sensitivity training for customer representatives, Aetna ensures that all communication is accessible and relevant for members from diverse backgrounds. Additionally, having an updated provider directory allows members to connect with healthcare professionals who understand their cultural and linguistic needs, increasing trust and the likelihood of engaging with educational resources. Technology’s Role in Mental Health and Preventive Care Education With over 20 years in healthcare, Moffitt observes that patient education has made significant strides in mental health and preventive care, areas where technology has had a transformative impact. In mental health, for example, education has helped reduce stigma, and telemedicine has expanded access. Preventive care education has raised awareness of screenings, vaccines, and wellness visits, with options like home health visits and retail clinics contributing to increased engagement among Aetna’s members. The Future of Customized, Omnichannel Engagement Looking ahead, Moffitt envisions even more personalized and seamless engagement through omnichannel solutions, allowing members to receive educational materials via their preferred methods—whether email, text, or phone. “I can’t predict exactly where we’ll be in 10 years, but with the technological commitments we’re making, we’ll continue to meet evolving member demands,” Moffitt added. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 22, 2024in Data, Salesforce, Salesforce Health and Life Sciences Solutions, Technology
Can We Customize Manufacturing Cloud For Our Business
19Jul

Can We Customize Manufacturing Cloud For Our Business?

Yes, Salesforce Manufacturing Cloud Can Be Customized to Meet Your Business Needs Salesforce Manufacturing Cloud is designed to be highly customizable, allowing manufacturing organizations to tailor it to their unique business requirements. Whether it’s adapting the platform to fit specific workflows, integrating with third-party systems, or enhancing reporting capabilities, Salesforce provides robust customization options to meet the specific needs of manufacturers. Here are key ways Salesforce Manufacturing Cloud can be customized: 1. Custom Data Models and Objects Salesforce allows you to create custom objects and fields to track data beyond the standard model. This flexibility enables businesses to manage unique production metrics or product configurations seamlessly within the platform. Customization Options: 2. Sales Agreement Customization Sales Agreements in Salesforce Manufacturing Cloud can be tailored to reflect your business’s specific contract terms and pricing models. You can adjust agreement structures, including the customization of terms, conditions, and rebate tracking. Customization Options: 3. Custom Workflows and Automation Salesforce offers tools like Flow Builder and Process Builder, allowing manufacturers to automate routine tasks and create custom workflows that streamline operations. Customization Options: 4. Integration with Third-Party Systems Salesforce Manufacturing Cloud can integrate seamlessly with ERP systems (like SAP or Oracle), inventory management platforms, and IoT devices to ensure a smooth data flow across departments. Integration Options: 5. Custom Reports and Dashboards With Salesforce’s robust reporting tools, you can create custom reports and dashboards that provide real-time insights into key performance indicators (KPIs) relevant to your manufacturing operations. Customization Options: 6. Custom User Interfaces Salesforce Lightning allows you to customize user interfaces to meet the needs of different roles within your organization, such as production managers or sales teams. This ensures users have quick access to relevant data. Customization Options: Conclusion Salesforce Manufacturing Cloud provides a wide range of customization options to suit the unique needs of your manufacturing business. Whether it’s adjusting data models, automating processes, or integrating with external systems, Manufacturing Cloud can be tailored to meet your operational goals. By leveraging these customizations, manufacturers can optimize their operations, improve data accuracy, and gain real-time insights to boost efficiency. If you need help customizing Salesforce Manufacturing Cloud, Service Cloud, or Sales Cloud for your business, our Salesforce Manufacturing Cloud Services team is here to assist. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 19, 2024in Data, Salesforce, Salesforce Einstein, Salesforce Manufacturing Cloud
Boost Payer Patient Education
19Jul

Boost Payer Patient Education

As a pediatrician with 15 years of experience in the pediatric emergency department, Cathy Moffitt, MD, understands the critical role of patient education. Now, as Senior Vice President and Aetna Chief Medical Officer at CVS Health, she applies that knowledge to the payer space. “Education is empowerment. It’s engagement. It’s crucial for equipping patients to navigate their healthcare journey. Now, overseeing a large payer like Aetna, I still firmly believe in the power of health education,” Moffitt shared on an episode of Healthcare Strategies. At a payer organization like Aetna, patient education begins with data analytics to better understand the member population. According to Moffitt, key insights from data can help payers determine the optimal time to share educational materials with members. “People are most receptive to education when they need help in the moment,” she explained. If educational opportunities are presented when members aren’t focused on their health needs, the information is less likely to resonate. Aetna’s Next Best Action initiative, launched in 2018, embodies this timing-driven approach. In this program, Aetna employees proactively reach out to members with specific conditions to provide personalized guidance on managing their health. This often includes educational resources delivered at the right moment when members are most open to learning. Data also enables payers to tailor educational efforts to a member’s demographics, including race, sexual orientation, gender identity, ethnicity, and location. By factoring in these elements, payers can ensure their communications are relevant and easy to understand. To enhance this personalized approach, Aetna offers translation services and provides customer service training focused on sensitivity to sexual orientation and gender identity. In addition, updating the provider directory to reflect a diverse network helps members feel more comfortable with their care providers, making them more likely to engage with educational resources. “Understanding our members’ backgrounds and needs, whether it’s acute or chronic illness, allows us to engage them more effectively,” Moffitt said. “This is the foundation of our approach to leveraging data for meaningful patient education.” With over two decades in both provider and payer roles, Moffitt has observed key trends in patient education, particularly its success in mental health and preventive care. She highlighted the role of technology in these areas. Efforts to educate patients about mental health have reduced stigma and increased awareness of mental wellness. Telemedicine has significantly improved access to mental healthcare, according to Moffitt. In preventive care, more people are aware of the importance of cancer screenings, vaccines, wellness visits, and other preventive measures. Moffitt pointed to the rising use of home health visits and retail clinics as contributing factors for Aetna members. Looking ahead, Moffitt sees personalized engagement as the future of patient education. Members increasingly want information tailored to their preferences, delivered through their preferred channels—whether by email, text, phone, or other methods. Omnichannel solutions will be essential to meeting this demand, and while healthcare has already made progress, Moffitt expects even more innovation in the years to come. “I can’t predict exactly where we’ll be in 10 years, just as I couldn’t have predicted where we are now a decade ago,” Moffitt said. “But we will continue to evolve and meet the needs of our members with the technological advancements we’re committed to.” Contact UsTo discover how Salesforce can advance your patient payer education, contact Tectonic today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 19, 2024in Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Salesforce Managed Services

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