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AI Agents in Business 2025

Digital-First Auto Expectations

Gen Z is Reshaping the Auto Industry with AI and Digital-First Expectations As the first generation of digital natives, Gen Z is entering the car market with a strong preference for personalized, tech-driven experiences—disrupting traditional purchasing and leasing models. According to recent Salesforce research, 74% of Gen Z buyers want AI-powered agents to advise them on the optimal time to buy based on pricing trends, promotions, and incentives. To stay competitive, automotive leaders must adapt their strategies to meet these evolving expectations. Gen Z Embraces AI for Car Research and Financing Compared to older generations, Gen Z is far more likely to rely on AI for car shopping: A Tech-First Approach to Car Buying Gen Z’s reliance on technology stems from challenges in navigating the traditional car-buying process: Greater Trust in AI and Demand for Personalization Gen Z shows significantly higher confidence in AI-driven solutions: Subscription Models and Flexible Ownership Younger buyers favor innovative payment and ownership options: The Future of Automotive Retail With Gen Z leading the shift toward AI-powered car buying, maintenance, and flexible ownership models, automakers and dealers must prioritize digital-first solutions, transparent pricing, and hyper-personalized experiences to capture this influential market. Tectonic is here to help your company deliver on these Gen Z expectations with Salesforce. Contact us today! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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AI-Powered Contact Center Landscape

Salesforce’s Vision for the Future of Service Cloud & Contact Center Integration

The New Era of CCaaS-CRM Convergence At Enterprise Connect 2025, Salesforce and AWS unveiled Salesforce Contact Center with Amazon Connect, expanding beyond voice to embed omnichannel routing, digital channels, and AI-powered workflows directly into Service Cloud. This follows similar deep integrations with Genesys and Five9, signaling Salesforce’s commitment to open, flexible contact center partnerships—rather than locking customers into a single vendor. “We want all vendors to integrate deeply with our system. AI needs real-time, cross-channel data to deliver seamless experiences.”—Ryan Nichols, Chief Customer Officer, Service Cloud, Salesforce Key Benefits of the New Integrations ✔ Unified Agent Workspace – Blend voice, chat, email, and more in one CRM view.✔ AI-Ready Infrastructure – Real-time data flows power smarter automation.✔ BYO Channel Flexibility – Keep existing CCaaS investments while enhancing Service Cloud. Salesforce’s “Bring Your Own Channel” Strategy Rather than building its own CCaaS, Salesforce is doubling down on partnerships via: 🔹 Bring Your Own Telephony (BYOT) – Already adopted by 18+ CCaaS providers.🔹 Bring Your Own Channel (BYOC) Program – Extends integrations to digital channels, routing, and AI. “We’re an open platform. Partners can build deeper, more customized connections.”—Ryan Nichols Contrasting Approaches: Salesforce vs. Zendesk The Future of Service Cloud: AI, Predictions & Prescriptive Guidance Salesforce is evolving Service Cloud into a self-optimizing, AI-driven platform with: 1. My Service Journey 2. Customer Success Score 3. AI Agents & Predictive Service The Bottom Line ✅ Salesforce is betting on open CCaaS partnerships—not walled gardens.✅ Service Cloud’s future is predictive, prescriptive, and AI-native.✅ Zendesk’s in-house CCaaS move could reshape competitive dynamics. What’s Next? Want to optimize Service Cloud for AI? 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Essentials and Salesforce Professional

Benefits of Salesforce Essentials for Small Businesses

Salesforce Essentials: A Game-Changer for Small Businesses Salesforce is a leading force in the Customer Relationship Management (CRM) industry, offering scalable solutions tailored to businesses of all sizes. While global enterprises like Amazon, Accenture, Adidas, and American Express leverage its capabilities, Salesforce also caters to small businesses with Salesforce Essentials. Launched in 2017, this cloud-based CRM simplifies customer relationship management for small teams without the complexity and cost of enterprise-level solutions. What Is Salesforce Essentials? Salesforce Essentials is a streamlined CRM designed for small businesses with fewer than 10 users. It provides core features such as lead management, sales tracking, customer support, and business analytics. With an intuitive interface and cost-effective pricing, Essentials enables small businesses to leverage Salesforce’s powerful CRM tools without being overwhelmed by extensive configurations. With a cloud-first approach, Salesforce Essentials centralizes customer data on a single platform, enhancing efficiency, boosting productivity, and improving customer interactions. Who Should Use Salesforce Essentials? Salesforce Essentials is ideal for small businesses seeking a straightforward, affordable CRM to manage customer relationships, track sales, and provide support—without the complexities of traditional CRM systems. If your business currently relies on spreadsheets or disparate tools to manage customer data, Essentials offers a more organized and integrated solution. Designed for teams of up to 10 users, it is an excellent starting point for small businesses looking to scale their CRM capabilities as they grow. Key Features of Salesforce Essentials 1. Comprehensive CRM Capabilities Salesforce Essentials consolidates sales tracking, customer inquiries, and support into a single interface. This holistic approach ensures small businesses can manage customer data efficiently as they expand. 2. AI-Driven Automation Essentials includes Einstein Activity Capture, which automatically records emails, meetings, and calendar events. This eliminates manual data entry and allows teams to focus on strategic tasks. AI-driven insights further enhance customer relationship management and sales forecasting. 3. User-Friendly Interface The platform features an intuitive dashboard that provides real-time updates, task lists, and customizable views. The drag-and-drop interface simplifies navigation, reducing the learning curve for small business teams. 4. Personalized Setup Salesforce Essentials offers guided setup tailored to business needs, whether managing contacts, streamlining sales cycles, or improving customer support. 5. Third-Party Integrations While not all Salesforce AppExchange apps are compatible, Essentials supports key third-party integrations, enabling small businesses to sync data across multiple platforms seamlessly. Benefits of Salesforce Essentials for Small Businesses 1. Data Synchronization Salesforce Essentials allows businesses to import and sync data from spreadsheets, emails, and other sources. Einstein Activity Capture automates data collection, ensuring accurate and up-to-date records. 2. Affordability Priced at per user per month, Salesforce Essentials is a cost-effective CRM solution with essential features typically found in more expensive systems. 3. Scalability Though initially designed for small teams, Essentials facilitates a smooth transition to more advanced Salesforce solutions as business needs evolve. 4. Mobile Accessibility With a mobile app, Salesforce Essentials enables small businesses to manage customer relationships anytime, anywhere. 5. Training and Support Salesforce offers extensive learning resources through Trailhead, in-app tutorials, and an installation assistant, helping small businesses maximize their CRM investment. Pricing and Getting Started Salesforce Essentials starts at $25 per user per month, making it an accessible upgrade from spreadsheets or less sophisticated CRM tools. For businesses requiring advanced features, Salesforce provides higher-tier plans such as Sales Professional and Service Professional, both starting at $75 per user per month. To get started, businesses can explore a pre-built demo with dummy data before importing their own customer information. Integration with Google or Outlook ensures seamless email and calendar synchronization. With mobile access and a scalable framework, Salesforce Essentials is a strategic investment for small businesses aiming for growth. Conclusion Salesforce Essentials is a powerful yet affordable CRM tailored for small businesses. It offers an intuitive interface, automation tools, and seamless scalability to support growing teams. By adopting Salesforce Essentials, small businesses can enhance efficiency, strengthen customer relationships, and position themselves for long-term success. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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The 5G Letdown

The 5G Letdown

The 5G Letdown: How Hype Outpaced Reality When 5G first arrived, it wasn’t just sold as an upgrade—it was pitched as the backbone of a futuristic society. Telecom giants promised self-driving car networks, remote robotic surgeries, and hyper-connected smart cities. Five years later, most of those visions remain science fiction. So what happened? The Grand Promises vs. The Reality 1. Remote Surgery? Not So Fast Marketing campaigns showed doctors performing precision operations from miles away using 5G’s “ultra-low latency.” But in reality:✔ Wired connections are still more reliable for critical medical procedures.✔ Regulatory and ethical hurdles (like patient consent and sterile environments) were glossed over.✔ Most hospitals never needed 5G for this in the first place. 2. Autonomous Cars Didn’t Need 5G The vision: A seamless 5G-powered traffic grid where cars communicate to prevent accidents. The truth?✔ Self-driving systems rely on onboard sensors and AI, not constant wireless signals.✔ Network dropouts would be deadly—so engineers designed cars to function independently.✔ 5G’s spotty coverage makes it an unreliable backbone for safety-critical systems. 3. Smart Cities? More Like Slow Rollouts While some cities have deployed IoT sensors (like smart streetlights), most “smart city” projects:✔ Use existing 4G or Wi-Fi instead of 5G.✔ Face budget and bureaucracy issues—not tech limitations.✔ Don’t actually require the speed 5G theoretically offers. Why 5G Fell Short 1. Millimeter Wave Limitations 5G’s fastest frequencies (mmWave) can’t penetrate walls and require antennas every few hundred meters. Carriers skipped the expensive infrastructure, relying instead on:✔ “Non-standalone 5G”—a rebranded 4G/5G hybrid that delivers barely noticeable speed boosts.✔ Misleading coverage maps showing 5G in areas where it barely functions. 2. Consumers Didn’t Notice (or Care) Most people’s daily use—streaming, browsing, social media—works fine on 4G. The average user sees little benefit from 5G, especially when:✔ Real-world speeds often match LTE.✔ Battery drain is worse on 5G phones.✔ Rural areas still lack coverage, despite ads claiming nationwide availability. 3. The Real Winners Were Equipment Makers Carriers spent $100B+ on spectrum licenses and infrastructure, but struggled to monetize 5G. Meanwhile:✔ Ericsson, Nokia, and Qualcomm made billions selling hardware.✔ Lobbyists pushed 5G as a “national priority”—even though the benefits were exaggerated. The Conspiracies & Health Panics The rapid deployment of 5G towers sparked baseless fears over radiation, despite studies showing:✔ 5G emissions are well below safety limits.✔ FM radio waves are stronger than 5G signals.✔ Scam products (like “5G-blocking” stickers) exploited public confusion. Was 5G a Scam? Not entirely—but it was the most overhyped tech of the decade. The truth?✔ Some industries (like factories) benefit from private 5G networks.✔ 6G is already being hyped—will we fall for it again?✔ The lesson? Demand proof, not promises. Final Verdict: 5G delivered incremental upgrades, not a revolution. And with 6G looming, we should ask: Will the next “game-changer” actually change anything? 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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digital transformation for tourism

Digital Transformation for Tourism

The digital revolution is in full swing, with individuals and businesses increasingly interacting through social networks and digital devices. In this new era, consumers have grown more discerning, leveraging mobile technology to make informed decisions about products, services, and trusted providers. As mobile apps become integral to daily life, organizations are compelled to reinvent their customer value propositions and operating models through digital transformation to remain competitive in today’s market. Digital transformation has become a critical priority across industries, with the tourism sector standing out as a prime example of significant disruption driven by digital technologies. According to McKinsey & Company, the tourism industry has been undergoing a digital revolution for over a decade, transforming how travelers plan, book, and experience their trips. This shift has led to changing consumer behaviors, with travelers now demanding more personalized and seamless experiences. The push toward digital adoption in tourism is accelerating. A Skift survey found that 83% of respondents view digital transformation as a top priority. Tourism businesses are increasingly investing in technology to enhance customer experiences, optimize operations, and drive revenue growth. To boost enterprise agility, companies must make strategic decisions across five key dimensions of their operating models: One of the most notable impacts of digital transformation is the revolution in the booking process. Travelport Digital estimates that over 700 million people will book trips online by 2023, marking a 15% increase from previous years. Key statistics highlight this global shift in traveler preferences: Mobile apps have become essential tools for travelers, enabling them to research, plan, and book trips seamlessly. In the hospitality and tourism sector, key digital transformation trends include: Emerging technologies like cognitive computing, omnichannel models, and advanced personalization are further reshaping the future of the industry. Artificial intelligence (AI) and machine learning are increasingly used to tailor travel experiences based on consumer preferences and behaviors, as noted by GlobalData. AI also improves operational efficiency, with chatbots handling customer inquiries effectively. Augmented reality (AR) and virtual reality (VR) are enhancing customer experiences by allowing travelers to explore destinations virtually before booking. Meanwhile, social media continues to play a pivotal role in promoting tourism businesses and reaching new audiences. In conclusion, digital transformation is no longer optional for tourism businesses—it is a necessity to remain competitive. The adoption of digital technologies has fundamentally reshaped the travel experience, and businesses must embrace this evolution to meet changing consumer expectations and maintain relevance in an increasingly digital world. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Get a Grip on Agentforce

Salesforce Agentforce: The Next Evolution in AI Automation Salesforce is a powerhouse for sales, customer support, and marketing. While automations and integrations already help streamline workflows, Salesforce Agentforce takes efficiency to a whole new level. This guide breaks down what Agentforce is, how it works, and five impactful ways to use it in your organization. What is Salesforce Agentforce? Agentforce is Salesforce’s AI-driven automation tool that enables businesses to deploy autonomous AI agents for tasks like managing customer requests, scheduling meetings, and optimizing sales pipelines. Unlike basic chatbots, these AI agents operate independently—analyzing data, making decisions, and executing actions without constant user input. How AI Agents Work Traditional AI tools like ChatGPT and Jasper assist with tasks when prompted, but AI agents go further. They: With Agentforce, Salesforce users can automate more than ever before—including delegating routine decisions to AI. 5 Ways to Use Salesforce Agentforce 1. Enhancing Customer Support with AI Agents AI agents go beyond standard chatbots by dynamically searching company data in real time to provide personalized support. They can: 2. Automating Routine Support Tasks Many customer requests are too complex for basic automation but still repetitive for human agents. AI agents can independently process requests like: ✔ Updating reservations (restaurants, hotels, events)✔ Redeeming loyalty points (e-commerce, retail)✔ Processing refunds (subscriptions, software)✔ Rescheduling appointments (professional services, healthcare) 3. Delivering Smarter, Data-Driven Sales Engagement AI agents can identify opportunities for engagement based on real-time customer data. Instead of waiting for reps to manually review accounts, AI agents can: 4. Launching Workflows Directly from Chat Apps Sales and project teams often brainstorm in chat apps like Slack. Instead of manually transferring ideas into Salesforce, Agentforce can: 5. Scaling Sales Training with AI Sales training is essential but resource-intensive. AI agents can roleplay as prospects, allowing reps to: Take Your AI Automation to the Next Level With Salesforce Agentforce, businesses can go beyond basic automation and deploy intelligent AI agents that handle repetitive tasks, optimize workflows, and drive better customer experiences. FAQ: Salesforce Agentforce What makes Agentforce different from regular automation?Unlike traditional automation, Agentforce AI agents can act independently—analyzing data, making decisions, and executing workflows without human intervention. Is Agentforce the same as Microsoft Copilot?No. While both use AI, Agentforce deploys autonomous AI agents that complete tasks, while Copilot assists users in real time with insights and recommendations. Who should use Agentforce?Salesforce admins, sales teams, and customer support leaders who want to automate complex workflows and free up their teams for high-value tasks. Looking to supercharge your Salesforce automation? Start with Agentforce today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce and Healthcare

Aligning Payers and Providers for True Patient-Centered Care

Patient-centered care is an approach to healthcare that prioritizes the patient’s needs, values, and preferences. It involves treating patients with respect, dignity, and compassion, and ensuring that they are actively involved in their own healthcare decisions. Key Principles of Patient-Centered Care: Benefits of Patient-Centered Care: Improved patient satisfaction and adherence to treatment plans, Enhanced health outcomes, Reduced healthcare costs, and Stronger patient-provider relationships. Examples of Patient-Centered Care: Patient-centered care is a holistic approach to healthcare that focuses on the patient as an individual. By empowering patients and respecting their needs, it aims to improve their health and overall well-being. The Shared Vision vs. Systemic Barriers All healthcare stakeholders agree on one fundamental principle: care should revolve around patients’ needs and preferences. Yet despite this shared goal, competing priorities between payers and providers often create friction that undermines patient-centered care delivery. Theresa Dreyer of the Health Care Transformation Task Force observes: “Payers and providers both want patients to receive accessible, appropriate care. But the current system’s structure frequently puts these groups at odds.” Defining Patient-Centered Care At its core, patient-centered care means: “Imagine the care you’d want for your own family members,” Dreyer suggests. “That’s the standard we should apply across healthcare.” The Fee-for-Service Roadblock The dominant fee-for-service (FFS) model creates inherent conflicts: “FFS turns cost containment into a zero-sum negotiation,” Dreyer explains. “Value-based models offer a collaborative alternative.” Value-Based Care as the Unifying Framework 1. Quality-Focused Contracting 2. Streamlined Prior Authorization 3. Holistic Care Integration The Preventive Care Imperative The long-term nature of prevention creates systemic challenges: “Diabetes management today prevents kidney failure tomorrow,” Dreyer notes. “We need payment models that reward this foresight.” Building Collaborative Solutions For Payers: For Providers: Joint Opportunities: The Path Forward The healthcare industry stands at an inflection point. By embracing value-based models that: Payers and providers can transform their relationship from adversarial to collaborative—with patients as the ultimate beneficiaries. As Dreyer concludes: “Beyond the contracting details and quality metrics, we must remember our shared purpose: helping people achieve and maintain health. When we center that mission, the rest follows.” 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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PandaDoc Unveils CPQ for Salesforce

PandaDoc Unveils CPQ for Salesforce

PandaDoc Unveils CPQ for Salesforce to Streamline Sales and Revenue Operations PandaDoc, a leader in document management solutions, has announced a major expansion of its CPQ (Configure, Price, Quote) suite with the launch of PandaDoc CPQ for Salesforce. Built natively within Salesforce, the world’s most widely used CRM, this solution empowers revenue teams to generate accurate quotes, reduce inefficiencies, and execute contracts—all without leaving Salesforce. Expanding on its embedded CPQ solution for HubSpot, PandaDoc plans to bring CPQ functionality to additional CRMs in 2025. Optimized for Revenue Operations Available as a paid add-on for PandaDoc Enterprise and App Volume customers, PandaDoc CPQ for Salesforce is designed to help revenue operations leaders overcome the common inefficiencies of traditional CPQ systems. Account Executives (AEs), Account Managers (AMs), and Customer Success Managers (CSMs) can now manage the entire deal cycle—from quote generation to contract execution—entirely within Salesforce. This integration accelerates approvals, reduces errors, and increases efficiency, giving sales teams the tools they need to close deals faster. A Game-Changer for Sales Teams “PandaDoc CPQ for Salesforce is a game-changer for revenue organization leaders who want to streamline their quoting process and accelerate deal closures,” said Keith Rabkin, President at PandaDoc. “By keeping sales teams entirely within Salesforce, we simplify workflows with guided selling and dynamic pricing tools, making every stage of the sales cycle faster and more efficient.” Early adopters are already reaping significant benefits: “Upgrading our subscription to take advantage of PandaDoc CPQ has been well worth it. I had tried other CPQ options, and they were all subpar,” said Emerson McCuin, Director of Revenue Operations at HAAS Alert. “I’m super happy with our choice and can’t stress enough how much we needed this solution.” Key Features & Benefits of PandaDoc CPQ for Salesforce ✅ Native Salesforce Integration – Built entirely within Salesforce for a seamless experience and intuitive UI. ✅ Guided Selling – Pre-configured workflows guide reps through quote creation, reducing errors and ensuring compliance. ✅ Flexible Pricing Rules – Support for dynamic pricing, volume discounts, bundled pricing, and complex product catalogs. ✅ Rapid Implementation – No costly third-party consultants required, enabling a quick and easy setup. ✅ Two-Way Data Sync – Real-time synchronization between PandaDoc and Salesforce ensures data accuracy across systems. “These features are a direct response to what we’ve heard from our sales and RevOps customers,” added Rabkin. “They needed a solution that is easy to implement and prevents reps from getting bogged down in complex quoting, so they can focus on selling.” Simplifying Sales & Revenue Growth By combining robust CPQ functionality with deep Salesforce integration, PandaDoc CPQ for Salesforce simplifies the sales process for RevOps and sales teams. Its intuitive design, powerful automation tools, and no-code implementation allow businesses to close deals faster and drive revenue growth—all within the systems they already use. To learn more about PandaDoc CPQ for Salesforce, visit their website or contact one of their authorized partners. About PandaDoc Founded in 2013, PandaDoc is a leading document management platform that enables businesses to simplify and automate the creation, management, and signing of proposals, quotes, contracts, and other critical business documents. By combining intelligent e-signature technology, powerful analytics, and seamless collaboration tools, PandaDoc helps businesses:✅ Increase efficiency✅ Close deals faster✅ Deliver exceptional customer experiences A remote-first company with 650+ employees serving 56,000+ customers worldwide, PandaDoc is backed by OMERS Growth Equity, Microsoft’s M12, HubSpot, and Altos Ventures. With a commitment to bold, transparent, and practical solutions, PandaDoc continues to redefine how businesses operate and win. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Sending Emails Through Salesforce

Building Trust and Consistency in Email Marketing

Maintain Consistency Consistency in email volume and frequency is essential for a strong email marketing program. Once your IP addresses are warmed up, internet service providers (ISPs) expect regular sending patterns from each IP. Sudden spikes or dips in sending activity can impact your deliverability and sender reputation. Implement Email Authentication Email authentication ensures that emails sent from your business are genuinely from you, protecting your reputation from spammers attempting to impersonate your organization. Your email service provider can help set up authentication protocols such as: These systems prevent unauthorized senders from misusing your domain and enhance email security. Monitor Your Sending Practices Take ownership of your email deliverability by tracking key metrics: Regularly reviewing these insights helps you avoid common mistakes and optimize email performance. Demonstrate Customer Care Email marketing isn’t just about promotion—it’s a channel for building meaningful relationships with your audience. Show empathy by addressing customer concerns and providing valuable resources when they need them most. According to Salesforce Research’s State of the Connected Customer report, most customers appreciate having a spam filter. This underscores the importance of maintaining trust and relevance in your email strategy. Key Strategies to Build Trust with Email Recipients ✅ Deliver Valuable Content Ensure your emails provide useful information, industry insights, or practical solutions tailored to your audience’s needs. ✅ Personalize Your Messages Leverage recipient names, past interactions, and behavioral data to create personalized, relevant content that fosters engagement. ✅ Be Transparent Clearly communicate why you’re reaching out, how you use subscriber data, and avoid misleading tactics that can erode trust. ✅ Maintain Consistency Send emails at predictable intervals with a consistent brand voice and design to establish familiarity. ✅ Craft Clear Subject Lines Use concise, descriptive subject lines that accurately reflect the email’s content to improve open rates. ✅ Make Unsubscribing Easy Provide a simple opt-out option to respect user preferences and maintain a clean, engaged email list. ✅ Engage with Your Audience Encourage two-way communication by responding to replies, gathering feedback, and incorporating customer suggestions where applicable. ✅ Leverage Social Proof Include testimonials, customer reviews, or industry recognitions to build credibility and reinforce trust. ✅ Respect Privacy Regulations Comply with data protection laws and clearly communicate how you handle subscriber information. ✅ Use a Professional Email Address Send emails from a recognizable domain-based address rather than generic or free email providers. Common Email Marketing Mistakes to Avoid ❌ Overly Sales-Driven Content – Prioritize value and relationship-building over aggressive sales pitches. ❌ Spammy Tactics – Avoid misleading subject lines, excessive punctuation, and overly promotional language. ❌ Poor Email Design – Ensure emails are visually appealing, easy to read, and mobile-friendly. ❌ Outdated Email Lists – Regularly clean your subscriber list to remove inactive addresses and improve deliverability. By following these best practices, you can build stronger relationships with your audience, improve email engagement, and maintain a positive sender reputation. By Tectonic Marketing Opps Director, Shannan Hearne 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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AI Agent Revolution

AI Agent Revolution

The AI Agent Revolution: How AWS, Salesforce, and Oracle See the Future of Work Executives from AWS, Salesforce, and Oracle believe artificial intelligence (AI) agents are set to redefine work in ways many may not expect. These AI-driven systems promise to streamline operations, enhance productivity, and transform the way businesses interact with technology. The Future of AI Agents in Action Imagine a world where: Swami Sivasubramanian, AWS’s vice president of agentic AI, describes this shift as a fundamental leap forward. Unlike earlier AI models, these agents don’t just generate content—they reason, plan, and execute tasks. They can research, pay bills, manage enterprise applications, and break down high-level objectives into actionable steps. Sivasubramanian envisions a “fully AI world” where agents autonomously make decisions, automate workflows, and coordinate with minimal human oversight. But, as he points out, this isn’t a distant future—it’s happening now. Companies like Genentech are using AI agents to accelerate drug research, cutting timelines by nearly five years. Moody’s has reduced its credit risk reporting process from a week to under an hour. These breakthroughs illustrate the vast potential of AI-driven automation. Salesforce’s ‘Limitless Labor’ Approach Salesforce is also at the forefront of AI agent adoption with Agentforce, a platform that has seen overwhelming demand since its launch. More than 5,000 customers signed up in its first full quarter, signaling a strong appetite for AI-driven automation. Adam Evans, EVP and GM of Salesforce AI, describes AI agents as creating a “limitless labor” pool. These agents are already supporting Salesforce’s own customers, resolving 97% of inquiries without human intervention. The next evolution, according to Evans, involves AI agents acting as brand ambassadors—not just answering questions, but understanding customer needs, driving sales, and providing personalized support. Salesforce categorizes AI agents into three types: Early adopters like Wiley Publishing have reported a 40% increase in customer satisfaction due to AI-driven customer service, while Pfizer is leveraging AI agents in life sciences. To support this transformation, Salesforce has introduced flexible pricing models, allowing companies to transition from traditional seat-based pricing to AI consumption-based structures. AI Agents as the New Enterprise Interface Oracle sees AI agents as the future interface for enterprise software, eliminating the need for users to adapt to complex systems. “Let’s stop adapting ourselves to computers and make them adapt to us,” said Miranda Nash, group vice president at Oracle AI. In this vision, users no longer navigate Oracle’s software through menus—they simply ask questions, and AI agents handle the rest through sophisticated, multi-agent workflows. Oracle is embedding AI agents across key business functions, including: As AI transforms work, Nash, Evans, and Sivasubramanian acknowledge concerns about job displacement. However, they emphasize that AI agents augment human roles rather than replace them. At Salesforce, employees previously assigned to repetitive support tasks are now moving into higher-value roles like customer success and sales. Meanwhile, AWS’s AI deployment has saved Amazon 4,500 developer years’ worth of work and over $250 million in capital expenses. “The only option now is to get in the cloud, embrace AI agents, and meet the future of work,” Nash concluded. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce’s Marketing Intelligence

Salesforce’s Marketing Intelligence

Introducing Salesforce’s Marketing Intelligence: The Future of Marketing Analytics For the past dozen years, many marketers have been enamored with a powerful marketing analytics tool—Datorama, now known as Salesforce Marketing Cloud Intelligence (MCI). Regarded as one of the most seamless solutions for unifying data across multiple sources, MCI was built by marketers for marketers. It enables users to effortlessly combine data, generate reports, and build dashboards using plain language and pre-built data models. Whether for simple smart-lens dashboards or complex automated reporting triggered by specific events, MCI has been a game-changer. To the delight of marketers everywhere, Salesforce announced on March 18, 2025, a new evolution of the tool: Marketing Intelligence (MI). Built on the Salesforce Platform, MI takes the best of MCI and integrates it with Data Cloud’s unified architecture while introducing agentic AI features that deliver actionable, conversational insights. So, without further ado, let’s explore this exciting new tool. What Is Marketing Intelligence? Marketing Intelligence (MI) is a new Salesforce application designed to simplify marketing data management, deliver trustworthy insights, and maximize marketing ROI. Built on Data Cloud and deeply connected to the Salesforce ecosystem, MI is fully extensible—equipping marketers with everything they need to create powerful, meaningful dashboards with minimal effort. Data Cloud for Marketers, Made Easy One of the standout features of MCI has always been its AI-powered data mapping, which auto-populates based on past usage and logical predictions. Additionally, many APIs come with prebuilt models, reducing the need for manual configuration. These capabilities have helped marketers transition smoothly into data modeling and dashboarding without requiring deep technical expertise. Happily, MI retains and enhances these features. Users can upload a TotalConnect file (a flat file of their choice) or connect via API—with options like Google Ads available at launch and more integrations coming soon. Selecting a connection like Google Ads pulls in formatted data, ready for quick mapping, allowing users to build dashboards in just three clicks. Clean, Intuitive Dashboards MI’s dashboards are sleek, fast-loading, and prebuilt—yet fully customizable. A major upgrade over MCI is the inclusion of generative AI summaries, which analyze campaigns and highlight what’s working (and what isn’t). This feature represents the future of dashboarding: not just displaying data trends but explaining them in plain language and suggesting next steps. Marketers can even ask their AI agent to take action based on these insights, streamlining optimization like never before. This functionality is particularly valuable in large implementations where different users extract different insights from the same dashboard. Instead of manually interpreting data, marketers can now ask their AI agent for recommendations—saving time and reducing guesswork. Harmonized Data Across Channels The core goal of any marketing analytics tool—whether Data Cloud, MCI, or MI—is to unify cross-channel data into actionable insights. Beyond standardized API mapping, MI harmonizes fields across datasets and uses a semantic model to logically connect data (e.g., aligning campaign names across paid media, CRM, and other tools—even when naming conventions differ). For Existing MCI Users: What’s New? Many longtime MCI users may wonder: Can a new version really live up to the original? The answer? Absolutely. Here’s why: 1. Normalization, Simplified In MCI, joining messy and clean data often requires manual effort—using formulas or restructuring campaigns. MI changes that. With Einstein AI-powered normalization, users can automatically standardize data without manual adjustments, making cross-channel reporting smoother than ever. 2. Semantic Modeling Flexibility While MCI offers prebuilt data models, MI introduces semantic modeling, allowing users to define custom relationships across datasets. This means greater flexibility in structuring data, adding fields, and evolving models as business needs change—all while maintaining seamless integration with Salesforce objects. 3. ROI & Attribution, Supercharged The best MCI implementations tie cost/engagement data to real ROI. MI takes this further by integrating with Sales Cloud objects, enabling clearer ROI visualization. Additionally, attribution modeling is now more robust, with support for first- and last-touch attribution—helping marketers validate performance and optimize spend. For New Users: Why Choose MI? 1. Best-in-Class Data Harmonization MCI has long been the gold standard for unifying marketing data. Now, MI enhances this with Data Cloud integration, AI normalization, and three-click setup—making it the ultimate solution for marketers. 2. Smarter, Faster Visualizations While MCI offers strong visualization options, MI improves on two key pain points: 3. Unmatched Customization Want to dynamically rename campaigns, merge traffic sources, or filter data based on custom logic? MI makes it possible with pattern extraction, semantic-layer calculated fields, and Einstein normalization—giving marketers unprecedented control. A New Era for Marketing Analytics Marketing Intelligence launched on March 18, 2025 (requiring Data Cloud and MI licenses). Marketers eager to explore this next-generation tool should contact their Salesforce account executive. MI represents a leap forward in intelligent dashboarding, streamlining marketing data in ways MCI only hinted at. For data-driven marketers, the future is here—and it’s more powerful than ever. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Role of Trusted Data in AI Success

Role of Trusted Data in AI Success

The Critical Role of Trusted Data in AI Success As enterprises accelerate their investment in AI applications—including generative AI—the success of these innovations hinges on trusted data. For AI to deliver value, the data that powers it must be high-quality, accurate, complete, and consistent. Equally important, users must have confidence in the data behind AI tools—whether chatbots that enable natural language data analysis or intelligent agents that automate repetitive tasks. Without trusted data, AI applications risk generating inaccurate outputs. And if users don’t trust the data, they may avoid using the applications altogether. This leads to missed opportunities—from failing to strengthen customer relationships to overlooking cross-sell and revenue growth potential. Conversely, reliable data leads to more accurate AI outputs, driving greater adoption. When employees trust AI-generated insights, they can make smarter, data-driven decisions that fuel business growth. The Data Trust Challenge A recent 2025 Data Trust Report by Ataccama, a Toronto-based data management vendor, in collaboration with Hanover Research, surveyed over 300 senior data leaders to assess AI adoption and challenges. The findings were striking: Why Data Trust Is More Critical Than Ever While data quality has always been vital, its importance has grown with the rise of AI-powered decision-making, according to Mike McKee, CEO of Ataccama. AI is no longer just an analytics tool—it’s becoming the primary interface for data analysis and automation. “AI is rapidly evolving into a core decision-making tool, and its effectiveness depends entirely on trusted data,” McKee noted. “As enterprises expand their AI investments, ensuring data quality and trust will only become more critical.” As AI adoption deepens, organizations must prioritize data governance and quality to unlock AI’s full potential—ensuring accuracy, reliability, and user confidence in every AI-driven decision. 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 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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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B2B Customer Service with Agentforce

Agents are the Future of Customer Engagement

Agentic Customer Engagement is Here There was a time when customer service meant going into a brick and mortar building and talking to a person face to face. It was time consuming and did not guarantee a solution. The mail order business brought on the need for the 800 number to contact a merchant. The dot com boom brought customer engagement opportunities directly to our homes. Ios and Android apps brought customer engagement to our fingertips. Yet we still were dependent upon the availability of humans or at least chatbots. Customer service often repressed customer engagement, not enhanced it. Agents, like Salesforce Agentforce, brought 24 7 customer engagement to us no matter where we are, when it is, or how complicated our issue is. And agents improved customer service! What’s next? Robots and drones who deliver our items and answer our questions? Who knows. AI bots are transforming client relationships and customer service. To achieve unparalleled efficiency, these intelligent systems plan and automate difficult activities, make deft decisions, and blend in seamlessly with current workflows. Yes, it’s widely believed that AI agents will play a crucial role in the future of customer engagement, offering personalized, efficient, and consistent experiences across various channels.  Here’s why AI agents are poised to be a key driver in customer engagement: AI agents are becoming smarter every day, using machine learning and natural language processing to predict customer needs, handle complex queries with empathy and offer real-time, personalized assistance. How AI Agents Are Redefining Customer Engagement Marketing is undergoing a seismic transformation. Tectonic shift, if you will. The past decade was dominated by complex tech stacks and data integration—now, AI is shifting the focus back to what truly matters: crafting impactful content and campaigns. Welcome to the era of agentic customer engagement and marketing. The Rise of Marketing Agents Unlike traditional customer service agents handling one-to-one interactions, marketing agents amplify human expertise to engage audiences at scale—whether targeting broad segments or hyper-personalized personas. They ensure consistent, high-quality messaging across every channel while automating the intricate backend work of delivering the right content to the right customer at the right time. This shift is powered by rapid AI advancements: How Agentic Engagement Amplifies Marketing Marketing agents don’t replace human creativity—they extend it. Once strategists set guidelines, approve messaging, and define brand voice, agents execute with precision across channels. At Typeface, for example, AI securely learns brand tones and styles to generate on-brand imagery, text, and videos—ensuring every asset aligns with the company’s identity. Key Capabilities of Marketing Agents The Human-Agent Partnership AI agents don’t replace marketers—they empower them. Humans bring creativity, emotional intelligence, and strategic decision-making; agents handle execution, data processing, and scalability. Marketers will evolve into “agent wranglers”, setting objectives, monitoring performance, and ensuring alignment with business goals. Meanwhile, agents will work in interconnected ecosystems—where a content agent’s blog post triggers a social agent’s promotion, while a performance agent optimizes distribution, and a brand agent tracks reception. Preparing for the Agent Era To stay ahead, businesses should:✅ Start small, think big – Pilot agents in low-risk areas before scaling.✅ Train teams – Ensure marketers understand agent management.✅ Build governance frameworks – Define oversight and intervention protocols.✅ Strengthen data infrastructure – Clean, structured data fuels agent effectiveness.✅ Maintain human oversight – Regularly audit agent outputs for quality and alignment. Work with a Salesforce partner like Tectonic to prepare for the Agent Era. The Future is Agentic The age of AI-driven marketing isn’t coming—it’s here. Companies that embrace agentic engagement will unlock unprecedented efficiency, personalization, and impact. The question isn’t if you’ll adopt AI agents—it’s how soon. Ready to accelerate your strategy? Discover how Agentforce (Salesforce’s agentic layer) can cut deployment time by 16x while boosting accuracy by 70%. The future of marketing isn’t just automated—it’s autonomous, adaptive, and agentic. Are you prepared? The Future of Customer Experience: AI-Driven Efficiency and Innovation Businesses have long understood the connection between operational efficiency and superior customer experience (CX). However, the rapid advancement of AI-powered technologies, including next-generation hardware and virtual agents, is transforming this connection into a measurable driver of value creation. Increasingly well-documented use cases for generative AI (GenAI) demonstrate that companies can simultaneously deliver a vastly superior customer experience at a significantly lower cost-to-serve, resulting in substantial financial gains. From Customer Journeys to Autonomous Customer Missions To achieve this ideal balance, companies are shifting from traditional customer journeys—where users actively manage their own experiences via apps—to a more comprehensive approach driven by trusted autonomous agents. These agents are designed to complete specific tasks with minimal human involvement, creating an entirely new paradigm for customer engagement. While early implementations may be rudimentary, the convergence of hardware and AI will lead to sophisticated, seamless experiences far beyond current capabilities. AI-Enabled Internal and External Transformation AI is already driving transformation both internally and externally. Internally, it streamlines processes, enhances employee experiences, and significantly boosts productivity. In customer service operations, for example, GenAI has driven productivity improvements of 15% to 30%, with some companies targeting up to 80% efficiency gains. Externally, AI is reshaping customer interactions, making them more personalized, efficient, and intuitive. Virtual co-pilots assist customers by answering inquiries, processing returns, and curating tailored offers—freeing human employees to focus on complex issues that require nuanced decision-making. Linking Operational Efficiency to Customer Experience Leading organizations are demonstrating how AI-driven efficiencies translate into enhanced CX. Despite these gains, companies must raise the bar even further to fully capitalize on AI’s potential. The convergence of next-generation hardware with AI-driven automation presents an unprecedented opportunity to redefine customer engagement. From App-Driven Experiences to Autonomous Agents At Dreamforce 2024, Salesforce CEO Marc Benioff highlighted that service employees waste over 40% of their time on repetitive, low-value tasks. Similarly, customers face friction in making significant purchases or planning events. Google research indicates that travelers may engage in over 700 digital touchpoints when planning a trip—a fragmented and often frustrating experience. Imagine instead a network of proprietary and third-party agents seamlessly executing customer missions—such as purchasing a car or planning a vacation—without requiring constant user input. These AI agents

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Unlocking Sales Potential with Data Activation

Unlocking Sales Potential with Data Activation

Selling has never been easy — and it’s not getting any simpler. Sales representatives are under constant pressure to research markets, navigate gatekeepers, and craft compelling pitches to win over decision-makers. But in today’s market, that’s not enough. Nearly 90% of business buyers expect personalized, insightful interactions — and delivering on that expectation requires more than persuasive messaging. It demands access to accurate, real-time data. The challenge? Sales reps often struggle to find the information they need. Instead of focusing on closing deals, they waste time chasing down customer data, piecing together fragmented insights, or working off outdated information. In fact: The root cause? Data silos. Data Silos are Crippling Sales Efficiency In most companies, critical customer data is scattered across: This fragmented data structure creates massive blind spots for sales teams. Consider this: The impact is costly — missed opportunities, slower deal cycles, and lost revenue. Without a unified approach to data management, sales teams remain limited by incomplete information, preventing them from delivering personalized, high-impact customer experiences. The Answer: Data Activation The solution isn’t just unifying your data — it’s activating it. Data activation means making your customer data accessible, actionable, and visible within your CRM so your sales team can use it in real-time. It eliminates the need to toggle between systems, request data from other teams, or work from static spreadsheets. Instead, activated data flows directly into the workflows and tools that your sales reps use every day — giving them everything they need to engage, sell, and close deals faster. Here’s what data activation looks like in practice: Data activation ensures that every team member works from the same, real-time, unified view of the customer — eliminating data silos and transforming sales productivity. Why Data Activation is a Game-Changer for Sales By bringing your unified data directly into your CRM, your sales team gains immediate access to valuable insights that drive better outcomes. Here are some powerful data types that become actionable through data activation: 1. Web Engagement Data Understand customer behavior based on their interactions with your website. Track which products or services they’ve browsed, downloaded, or engaged with — allowing your sales team to tailor conversations and offers accordingly. Use case: 2. Marketing Campaign Data Eliminate disjointed outreach by giving your sales team visibility into marketing campaigns. Sales reps can instantly see which emails, ads, or events a prospect engaged with — ensuring their outreach feels relevant, not redundant. Use case: 3. Consumption Data Track product usage, subscriptions, and consumption patterns from your ERP or product database. This data empowers sales reps to identify upsell and cross-sell opportunities or proactively prevent churn. Use case: 4. Unstructured Data (Emails, Call Logs, Chat Transcripts) Unlock insights from past customer interactions by analyzing emails, call center transcripts, chat logs, and even social media comments. Sales teams can use this data to understand sentiment, previous objections, and overall engagement history. Use case: 5. Billing and Subscription Data Integrate billing, purchase, and subscription information directly into your CRM. This allows sales reps to track contract renewals, upcoming billing cycles, or outstanding invoices — enabling more proactive and strategic outreach. Use case: 6. Third-Party Data for Enhanced Lead Scoring Enhance your lead scoring models with third-party data, such as firmographic information, buying intent signals, or demographic insights. This helps your team prioritize high-quality leads and drive faster conversions. Use case: Why Third-Party Data Tools Fall Short Many organizations attempt to solve their data challenges by investing in third-party data platforms like Snowflake, Databricks, or Redshift. While these tools excel at aggregating data, they introduce a new problem — they still create a data silo. The data sits outside of your CRM, meaning: This is why true data activation matters. It doesn’t just unify your data — it embeds it directly into your sales reps’ day-to-day tools, making insights instantly actionable. The Competitive Advantage of Data Activation By embracing data activation, your organization gains three major competitive advantages: ✅ 1. Increased Sales Productivity Sales reps no longer waste time tracking down information or switching between systems. With all customer data at their fingertips, they can spend more time building relationships and closing deals. ✅ 2. Enhanced Personalization at Scale With access to web behavior, campaign engagement, and product usage data, your team can personalize every interaction — at scale. This drives higher conversion rates and better customer experiences. ✅ 3. Smarter Forecasting and Planning By integrating billing, subscription, and past purchase data, sales managers gain accurate revenue forecasting and better visibility into growth opportunities. Activate Your Data. Unlock Your Revenue. The future of sales is not about more tools — it’s about better data accessibility. Data activation eliminates silos, unlocks powerful insights, and delivers real-time, actionable data directly into your CRM. This empowers your sales team to: The result? Faster sales, higher revenue, and exceptional customer experiences. Ready to activate your data and supercharge your sales performance? Start by bringing all your data — web, marketing, subscription, and service — directly into your CRM. Your sales team will thank you — and your revenue will show it. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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