Provider Archives - gettectonic.com

19May

Amaze Your Customers With Slack and Service Cloud For Improved Customer Service

Surpass your customers’ expectations with the combined power of Service Cloud and Slack. Drive down operating costs, enhance team productivity, and exceed customer expectations by leveraging the capabilities of Service Cloud and Slack. Understanding the current service landscape: The digital transformation, accelerated by the pandemic, has propelled customers and businesses into a new era, marked by the extensive use of diverse tools for day-to-day operations. Since 2020, Salesforce’s data indicates that achieving transparency and fostering active engagement are crucial to meeting heightened customer expectations, evident in a notable 47% surge in video support. However, a significant number of organizations face a challenge as their technology systems do not fully align with these evolving expectations. We all know it’s hard to make a good paper mache airplane if you only have a piece of paper. And technology is no different. According to Intercom, 46% of support leaders express that their tech stack acts as a hindrance to achieving organizational goals. Operating across various applications diminishes team productivity and hinders business expansion. To effectively cater to your customers, service teams must innovate and adapt to the multitude of tools, contact channels, isolated teams, and fragmented data. Support operations personnel need to address key questions: The solution lies in adopting Slack as the productivity hub, coupled with Salesforce’s Service Cloud integration. This dynamic combination unlocks your full productivity potential, fostering increased customer loyalty. Break down organizational silos and expedite case resolution for enhanced customer experiences. In the ever-evolving digital marketplace, customers demand seamless service without being transferred between agents or repeating their information. A staggering 83% of customers expect complex issues to be addressed by a single point of contact. However, traditional tiered-support models fall short of meeting these expectations. The solution lies in providing teams with a comprehensive view of the entire customer journey. By leveraging the combined capabilities of Service Cloud and Slack, organizations can achieve significant cost reductions and enhance service team productivity. Service Cloud has been shown to lower support costs by 27%, while Slack increases employee productivity by 26%, according to the 2022 Salesforce Success Metrics Global Highlights study. Swarming Swarming, facilitated by Service Cloud and Slack, revolutionizes the support approach. Unlike traditional tiered support, swarming brings service agents, engineers, and issue analysts together in real-time, eliminating the need for case escalations and customer department bouncing. The swarm team collaborates efficiently, sharing information with customers proactively. The Field Service mobile app further facilitates instant connections with experts, reducing the need for unnecessary on-site visits. Service Cloud and Slack, working together, use out-of-the-box workflows to automatically assemble cross-functional experts and create Slack channels for collaborative efforts on complex cases. This approach eliminates messy handoffs and siloed decision-making, promoting transparency. Swarming ensures that everyone involved can access the entire conversation, participate in Slack huddles, and search for resolutions to similar cases. Automation and streamlined collaboration are paramount for providing exceptional service experiences. The time factor, particularly time to resolution and time on hold, is a significant barrier. Many service agents (78%) struggle to balance speed and quality due to the challenge of working across multiple systems. The integration of Service Cloud and Slack addresses this issue by extending workflows throughout the organization. Soon, Slack GPT will further enhance CRM and conversational data, providing AI-generated summaries and enabling the creation of no-code workflows. Workflow Builder and Flow Builder, no-code tools from Slack and Salesforce, respectively, collaborate seamlessly to automate daily tasks and enhance transparency, agility, and cross-team collaboration. Successful Integration The success of this integration is evident in the substantial improvements seen by service organizations using Slack, including a 32% increase in Net Promoter Score, 27% decrease in service/support costs, 30% increase in agent productivity, and a 30% increase in customer retention. The ever-changing level of customer expectations underscores the importance of service professionals as frontline ambassadors for your brand. With 88% of customers valuing their experience with a company as much as its products, swarming becomes a strategic approach to surpass expectations. Slack Connect facilitates direct access to support for partners, vendors, and B2B customers through a dedicated channel, fostering collaborative issue resolution. Slack clips and white-glove service further enhance the support process. Clips allow users to record audio, video, and screen shares, creating a searchable database of demonstrations. Private support channels in Slack provide key customers with white-glove service, allowing them to record and upload technical issues for prompt resolution. slack and service cloud In the current remote and decentralized business workforce, Service Cloud and Slack offer an opportunity to exceed customer expectations, transform service cases into lasting relationships, cut costs, and boost team productivity. If your average call handle time is too long, if your data is too siloed, or if your customer service teams are overwhelmed, contact Tectonic today to explore a Slack and Salesforce Service Cloud Integration. 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

May 19, 2023in Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Service Cloud, Salesforce Slack

17May

AI Potential to Improve Prior Authorizations

AI’s Potential to Reduce Provider Burdens in the Prior Authorization Process Artificial intelligence (AI) has the potential to significantly ease the documentation and substantiation burdens providers face during the prior authorization process. Prior authorization, a critical step where health plans approve or deny coverage for services or prescriptions before they’re administered, is a key cost-control mechanism in the U.S. healthcare system. While it helps payers avoid unnecessary spending, the process poses significant challenges, especially for healthcare providers tasked with gathering and submitting documentation. AI Potential to Improve Prior Authorizations examined. Historically, prior authorization has been a major regulatory challenge for providers, surpassing other issues such as electronic health record (EHR) interoperability and compliance with the No Surprises Act. Despite its cumbersome nature, prior authorization isn’t likely to be eliminated, as it plays a crucial role in balancing healthcare affordability and access to quality care. AI Potential to Improve Prior Authorizations The transactional nature of many prior authorization tasks makes them ripe for automation. Increasingly, stakeholders are turning to AI and other technology-driven solutions to streamline the process, making it less burdensome for providers. How AI Can Streamline Prior Authorization AI has already been applied to various aspects of healthcare, from automating hospital discharges to alleviating the administrative burdens of nurses. When applied to prior authorization, AI can speed up the approval process for both providers and payers, reducing delays in patient care and lowering administrative costs. Health insurance companies are already beginning to leverage AI to expedite prior authorization and claims decisions. However, concerns are growing over whether the use of AI in these areas complies with state and federal regulations. For example, a 2023 AMA Annual Meeting resolution cited an investigation revealing that Cigna doctors denied over 300,000 claims in two months, spending an average of just 1.2 seconds per case using AI. UnitedHealthcare has also employed AI to make “fast, efficient, and streamlined coverage decisions,” raising questions about whether these decisions adhere to regulatory standards for fairness and accuracy. AMA’s Call for Oversight on AI in Prior Authorization Recognizing the risks, the American Medical Association (AMA) has called for increased regulatory oversight of AI in prior authorization. Specifically, the AMA advocates for: AI could potentially reduce the time-consuming, manual tasks associated with prior authorization. However, as AMA Trustee Dr. Marilyn Heine cautioned, “AI is not a silver bullet.” The increasing reliance on AI for prior authorization must not add to the already overwhelming volume of requirements that burden physicians and hinder patient care. Nor can it increase the threat of cyberattacks. Fixing Prior Authorization: AMA’s Role Addressing the challenges of prior authorization is a key part of the AMA’s Recovery Plan for America’s Physicians. The organization is committed to reducing the overuse of prior authorization and improving the fairness of existing processes, ensuring that the use of AI in healthcare supports—not hinders—patient care. To that end, the AMA continues to research the costs and impacts of prior authorization on healthcare providers and patients. To learn more about the proper use of AI in medicine and the AMA’s efforts to reform prior authorization, visit the AMA’s resources on healthcare AI. Content updated September 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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

May 17, 2023in Artificial Intelligence, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Technology

04May

What is Health Cloud?

Salesforce Health Cloud, a specialized platform designed for healthcare organizations, aims to streamline operations and provide personalized care. By leveraging cloud technology, mobile capabilities, and social integration, Health Care Cloud enhances productivity, reduces costs, and offers a comprehensive view of patient data. Salesforce keeps electronic personal health information (ephi) safe and secure. Since its inception, Salesforce Health Cloud has evolved significantly to meet the unique and challenging needs of the healthcare sector. The introduction of Customer 360 for Health marks a milestone in fostering empathetic care and promoting collaboration among healthcare teams. What is Salesforce Health Cloud? At its core, Health Cloud facilitates seamless collaboration among healthcare teams to ensure optimal patient care. With robust security measures in place, patient data remains secure and accessible only to authorized personnel. Salesforce Health provides care teams with convenient access to both clinical and non-clinical patient information, including health conditions, medications, appointment history, communication preferences, and data from Electronic Health Records (EHRs). Categorized under Salesforce Industry Clouds, Health Cloud combines CRM capabilities with specialized features tailored for healthcare providers, payers, medical device companies, and pharmaceutical manufacturers. Its goal is to deliver personalized, connected care across the entire, sometimes disjointed healthcare ecosystem. Why Use Salesforce Health Cloud? Salesforce Health offers benefits to various stakeholders within the healthcare industry, including providers, payers, manufacturers, and research organizations. In a challenging healthcare landscape, Health Cloud addresses concerns such as managing complex patient data and enhancing patient experiences effectively. Success stories from organizations like New England Biolabs and John Muir Health highlight the impact of Health Salesforce in streamlining operations, improving customer satisfaction, and enhancing care coordination. Despite its transformative potential, widespread adoption and success require rebuilding patient trust, delivering empathetic care, and prioritizing data security. Tools like Health Cloud play a crucial role in achieving these goals. The Health Cloud Data Model Central to Salesforce Health is the flexible Health Cloud Data Model, built atop the Salesforce Platform. This model organizes diverse healthcare data sources, leveraging standard objects like Accounts and Contacts alongside custom objects tailored for healthcare applications. The data model revolves around organizing data around the patient, providing care teams with a holistic view for informed decision-making and personalized care. It supports interoperability and adheres to healthcare data standards like HL7 and FHIR, enabling seamless integration with EHRs and other healthcare applications. Key Features of Salesforce Health Salesforce Health Cloud offers a suite of robust features, including: Patient 360: Provides a unified view of the patient, consolidating demographics, clinical data, and interactions for informed decision-making and personalized care. Care Plans: Enables care teams to create, track, and manage personalized care plans, incorporating goals, tasks, and milestones to monitor patient progress. Care Coordination: Facilitates collaboration among care teams, supporting secure messaging and information sharing across providers. Health Timeline: Offers an interactive visualization of a patient’s medical history, including encounters, lab results, and medications, aiding in understanding and decision-making. Einstein Analytics for Healthcare: Utilizes AI to deliver advanced insights and predictions, empowering organizations to enhance patient outcomes and operational efficiency. Patient 360 for Health In addition to existing features, Salesforce introduces new innovations under Patient 360 for Health, powered by AI. These updates include: Advanced Therapy Management: Streamlines treatment processes for pharmaceutical companies, offering full visibility into patient treatment. Salesforce Genie for Healthcare: Integrates real-time clinical and non-clinical data to create comprehensive patient profiles. AI-Supported Health Timeline: Enhances navigation and accessibility of patient records and journeys through AI. Home Health: Automates intake and scheduling for in-home treatment, optimizing patient preferences. Data Cloud for Healthcare: Connects clinical and non-clinical patient data from multiple sources into a real-time patient profile. MuleSoft Direct for Health Cloud: Provides out-of-the-box connectors to access EHR data, facilitating smoother integration. Tableau Accelerators for Health Cloud: Offers ready-to-use dashboards for various use cases, empowering teams with data-driven insights. Integration With MuleSoft Salesforce Health seamlessly integrates with MuleSoft, enabling organizations to connect with existing EHRs, billing systems, and healthcare applications. MuleSoft’s Anypoint Platform provides pre-built connectors and APIs to simplify integration and unlock the full potential of healthcare data. Salesforce Health Cloud is not only a powerful platform for healthcare organizations but also a catalyst for positive change in patient care and operational efficiency. By leveraging HC’s capabilities, healthcare organizations can deliver exceptional patient experiences, streamline processes, and ensure data security and compliance. With continuous integration and innovation within the Salesforce ecosystem, Health Cloud remains positioned to drive transformative change in the healthcare industry, addressing challenges and paving the way for a brighter future in healthcare. Considering Salesforce Health Cloud for your practice? Contact Tectonic 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

May 4, 2023in Data, Mulesoft, Salesforce, Salesforce Health Cloud, Technology

24Apr

Salesforce Public Sector Solutions

Enhance public service efficiency with tailor-made solutions for government operations with Salesforce Public Sector Solutions. Streamline government digital service delivery, leveraging automation and AI for accelerated services. Deploy ready-to-use applications designed for government service, and expand your digital service capabilities with a flexible and scalable cloud platform. Automate workflows to deliver immediate value while preparing for future needs. Customer Experience Place your constituents at the core of your operations. Deliver customer-centric experiences across services and outreach using apps and digital tools crafted specifically for the public sector. Employee Engagement Revamp the employee experience from recruitment to collaboration and personnel action requests. Enable employees to succeed from any location with accessible resources and digital-first tools. IT Innovation Develop, integrate, and deploy government apps aligned with mission objectives. Connect legacy systems securely on a cloud platform, empowering IT teams, system integrators, partners, and program leads to transform technical challenges into opportunities for innovation. Government Health and Human Services Transform your system of record into a system of engagement to manage critical programs effectively. Incorporate apps connecting EHR data, treatment plans, and patient preferences for better long-term outcomes. Salesforce Government Cloud Scale and secure your applications on a compliant government cloud. Leverage commercial CRM capabilities meeting compliance standards like FedRAMP, DoD IL2/4, SOC, and more. Enable stakeholders to access critical information securely on any device, allowing IT to focus on innovation and employees to engage effectively. Empower public sector employees and agents to handle inquiries and provide superior service. A comprehensive view of customer data enables employees to deliver impactful and immediate services. Self-Service Portals and Communities Meet constituent expectations for easy-to-use, self-service experiences. Salesforce community portals enable customers to request services, track status, and collaborate with service providers on their preferred channel. Relationship Management Discover, track, and nurture relationships with employees, customers, and partners. Create a 360-degree view of constituent interactions for relevant communications and exceptional service. Emergency Response Management Prepare for the future with tools to report, track, and coordinate emergency communications. Reimagine emergency response with an agile platform for better response and recovery. License, Permit, and Inspection Management Digitally accelerate every step in the license and permit approval lifecycle. Empower constituents and employees to collaborate effectively and remove application approval bottlenecks. Employee Productivity and Collaboration Focus on creative problem-solving and improving core processes. Automate clerical tasks to reduce paperwork and maximize collaborative capabilities. Outreach and Engagement Reinforce your mission through timely and personalized messages. Use a multichannel marketing platform to engage with constituents and customize their experience. Digital Commerce Capture additional revenue with unified digital commerce channels. Provide a consistent ecommerce experience across web, store, mobile, and social transactions for your government organization. Advanced Analytics Enhance every interaction with customer-centric data and analytics. Examine engagement patterns to improve the experience for both citizens and employees. With improved resolution and service levels, caseworkers and employees can allocate time to other essential programs. Salesforce understands the significance of industry-leading security practices to protect customer data. Our security practices, embedded across technology, programs, and processes, ensure high levels of data integrity, confidentiality, and availability. For over two decades, we have partnered with organizations in highly regulated industries, such as government, financial services, healthcare, and utilities, earning their trust in securing their data. Salesforce Government Cloud Plus, built on AWS GovCloud (US), adheres to security and privacy controls for compliance with FedRAMP High, DoD IL4, and additional frameworks like IRS 1075, NIST SP 800-171, and DoD Privacy Overlays. Security Measures: Salesforce Government Cloud Plus is a dedicated instance of Salesforce’s industry-leading Platform as a Service (PaaS) and Software as a Service (SaaS) multi-tenant public cloud infrastructure. It is specifically isolated for use by U.S. federal, state, and local government customers, U.S. government contractors, and Federally Funded Research and Development Centers (FFRDCs). Hosted on infrastructure provided by Amazon Web Services, Inc. (“AWS”), Salesforce Government Cloud Plus ensures the security and separation of customer data through its innovative multi-tenant database architecture. Multi-tenancy: Salesforce’s multi-tenant database architecture delivers operational and cost efficiencies without compromising the security of each organization’s data. This architecture, coupled with secure logical controls, ensures the separation of customer data. Salesforce Public Sector Solutions: Transform public service delivery with flexible and secure e-government tools that support both online and in-person transactions. Public employees and administrators manage a vast number of transactions daily, enhancing service delivery for constituents. Content updated February 2024. 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

April 24, 2023in Salesforce Einstein, Salesforce Experience Cloud, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Public Sector Solutions

08Apr

Confidential Computing

Confidential computing is a technology that protects data in use by isolating and encrypting it within a secure hardware-based environment, preventing unauthorized access or modification, even by cloud providers. Details: 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

April 8, 2023in Data, Google, Technology

15Feb

Einstein GPT from Salesforce

Salesforce, the leading global CRM provider, has unveiled Einstein GPT, the world’s first generative AI CRM technology. Engineered to craft personalized content across sales, service, marketing, commerce, and IT interactions, Einstein GPT aims to enhance employee productivity and elevate customer experiences. While Salesforce had previously integrated AI into its ecosystem with Einstein AI, the introduction of Einstein GPT represents a notable advancement. Leaning on OpenAI’s capabilities, Einstein GPT is an empowered iteration of existing technology, aligning with Salesforce’s commitment to artificial intelligence technology adoption. Einstein GPT from Salesforce Einstein GPT operates as an open and extensible platform, leveraging trusted, real-time data for training. It facilitates public and private AI models tailored for CRM, integrating seamlessly with OpenAI to offer generative AI capabilities. This enables users to connect data to OpenAI’s advanced models or choose external models, employing natural-language prompts within Salesforce CRM for content generation that dynamically adapts to evolving customer information and needs. The technology infusion of Einstein GPT involves combining Salesforce’s proprietary AI models with generative AI tech from an ecosystem of partners and real-time data from the Salesforce Data Cloud. This combination allows the generation of personalized content, including emails for sales, responses for customer service, targeted content for marketers, and auto-generated code for developers. The collaboration with OpenAI extends Salesforce’s capabilities by merging OpenAI’s enterprise-grade ChatGPT with Salesforce’s private AI models. Additionally, Salesforce Ventures announced the Generative AI Fund. This is a 0 million investment initiative supporting startups to foster responsible, trusted, and generative AI development. Einstein GPT introduces various applications, such as Einstein GPT for Sales, Service, Marketing, and Developers. These applications empower users to auto-generate things they used to have to write. Sales tasks, enhanced customer service interactions, dynamically created personalized content, and improved developer productivity through an AI chat assistant. To further enhance collaboration, Salesforce and OpenAI introduced the ChatGPT for Slack app. Thus offering AI-powered conversation summaries. The research tools and writing assistance within the Slack platform are aided by Einstein.. Prominent organizations like HPE, L’Oréal, RBC US Wealth Management, and S&P Global Ratings have acknowledged the value of generative AI. They are all improving customer engagement. 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

February 15, 2023in Artificial Intelligence, Data, Enterprise, Generative AI, Salesforce, Salesforce Data Cloud, Technology

Maximizing Business Efficiency with Salesforce Managed Services

The Importance of Salesforce Optimization In today’s super fast-paced business world, companies rely on Salesforce to streamline operations and reduce costs. As a leading customer relationship management (CRM) platform, Salesforce enables organizations to enhance workflows, improve efficiency, and drive better results. To maximize the value of your Salesforce platform, optimization is essential. This involves fine tuning the system to ensure ease of use, eliminating inefficiencies, and enhancing overall performance. However, managing Salesforce effectively requires significant time and resources—this is where Salesforce Managed Services come in. This Tectonic insight explores how Managed Services can elevate your Salesforce experience, driving improved business performance and maximizing return on investment. What is Salesforce Optimization? Salesforce optimization focuses on refining the platform to better align with your business needs. It involves continuous improvements in system configuration, workflows, and integrations to ensure peak performance. Given that business requirements evolve over time, optimization is an ongoing process rather than a one-time task. Through Managed Services, businesses can fine-tune settings, enhance workflows, and ensure seamless system integrations, leading to increased productivity and efficiency. How to Optimize Salesforce for Maximum Efficiency Optimizing Salesforce involves refining data management, automation, user experience, and security. Key areas of focus include: 1. Data Model Optimization 2. Indexing and Query Optimization 3. Managing Governor Limits 4. Data Loading and Migration 5. UI and Lightning Experience Optimization 6. Reporting and Dashboard Optimization 7. Security and Access Control 8. Performance Monitoring and Analysis Challenges in Salesforce Optimization Optimizing Salesforce can be complex, and failing to manage it properly can hinder performance. Common challenges include: Why Continuous Salesforce Optimization is Essential Ongoing optimization ensures that businesses maximize their Salesforce investment, enabling: Understanding Salesforce Managed Services Salesforce Managed Services offer a proactive approach to CRM optimization. Instead of managing Salesforce in-house, businesses can outsource expert professionals to ensure seamless operations, enhanced security, and continuous improvement. Key Benefits of Managed Services How Managed Services Improve Salesforce Performance Salesforce Managed Services take a proactive approach to optimization, preventing issues before they arise. Key areas of impact include: 1. Proactive Monitoring & Maintenance 2. Customization & Automation 3. Enhanced Data Integrity & Security 4. Seamless Third-Party Integrations Maximizing ROI with Managed Salesforce Services Optimizing Salesforce through Managed Services yields significant business benefits, including cost savings, operational efficiency, and revenue growth. 1. Cost Efficiency 2. Faster Implementation & Deployment 3. Improved User Adoption & Productivity 4. Measurable Business Growth Conclusion Salesforce optimization is crucial for maintaining an efficient and scalable CRM. By leveraging Managed Services, businesses can enhance system performance, improve data security, and increase operational efficiency in a cost-effective manner. A dedicated Salesforce Managed Service Provider like Tectonic ensures streamlined operations, optimized configurations, and enhanced user adoption, ultimately driving business growth. Elevate Your Salesforce Performance As your business grows, managing and optimizing Salesforce becomes increasingly complex. Our Managed Services provide expert support, ensuring that your CRM remains optimized, secure, and scalable. Looking to enhance your Salesforce strategy? Contact us today to optimize your Salesforce instance and unlock its full potential. 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

February 13, 2023in Data, Marketing Automation, Salesforce, Salesforce Managed Services, Salesforce Optimization

What is the IDC?

“IDC” can refer to several things, including “I don’t care” in casual online communication, “International Data Corporation” (a market research firm), “Invasive Ductal Carcinoma” (a type of breast cancer), and “Inter Data Communications” (a TCP/IP protocol), or “Integrated Data Collection” (a reporting mechanism). Here’s a more detailed breakdown: Content updated November 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

December 21, 2022in Data, Google, Technology

09Nov

Automation Tools in Salesforce

What are the types of automation in Salesforce? What are the Automation Tools in Salesforce? The automation capabilities offered by Salesforce are based on two main categories: process automation (workflows) and data operations (data loading and cleansing). There are four main automation tools that Salesforce offers, each tailored to a specific purpose. What is an automation tool in Salesforce? Automation provides the tools necessary to automate repetitive processes and tasks for your business, such as creating a follow-up task, sending a reminder email, or updating a record. Automations can help users save critical time and reduce errors by creating processes to complete repetitive tasks. The Top 8 Best Salesforce Automation Tools What is data automation in Salesforce? Healthy automation enables users to focus on high-value work and reduces time spent on repetitive, manual tasks or complex data entry. Most often, automation means translating business processes from one form to another: from paper-based form to digital form, from an old system to a new one. What is the power of automation in Salesforce? By adopting Salesforce automation, you save time and resources, which can be redirected to more productive tasks. Sales automation can reduce daily administrative time by 14%. Moreover, it significantly enhances deal closure rates by 30% and boosts sales productivity by 14.5%. Why is Salesforce difficult to automate? Here are some of the reasons why Salesforce is difficult to automate from a technical perspective: Frequent system updates: Salesforce regularly update their platform to enhance user experiences or fix underlying issues. Unfortunately, these changes can impact user customizations and even standard uses of the platform. This is one reason many Salesforce customers opt to have a Salesforce Managed Service Provider. Disadvantages of Salesforce Flow Limited Customization and Complexity: While Salesforce Flow is considered user-friendly, it may not offer the customization and complexity required for some advanced automation tasks. Businesses with highly specific needs might find Flow somewhat restrictive. Which three components are used to automate a process in Salesforce? Use Flow Builder to automate most of your organization’s repetitive business processes. More features can provide further automation functionality, including approval processes, Flow Orchestration, Einstein Next Best Action, and Apex. Note: Use Flow Builder instead of Process Builder and workflow rules. Content updated January 2024. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

November 9, 2022in Data, Salesforce, Salesforce Development Services, Salesforce Flow, Salesforce Implementation Services, Salesforce Managed Services

08Nov

ChatGPT and Einstein GPT

Artificial intelligence (AI) has been rapidly advancing globally, with breakthroughs captivating professionals across various sectors. One milestone that has gained significant attention is the emergence of ChatGPT, a cutting-edge language model revolutionizing the tech landscape. This development has profoundly impacted businesses relying on Salesforce for their customer relationship management (CRM) needs. In March 2023, Salesforce unveiled its latest AI innovation, Einstein GPT, promising to transform how companies engage with their clientele. In this article, we explore what Salesforce Einstein GPT entails and how it can benefit teams across diverse industries. When OpenAI introduced ChatGPT in November 2022, they didn’t expect the overwhelming response it received. Initially positioned as a “research preview,” this AI chatbot aimed to refine existing technology while soliciting feedback from users. However, ChatGPT quickly became a viral sensation, surpassing OpenAI’s expectations and prompting them to adapt to its newfound popularity. Developed on the foundation of the GPT-3.5 language model, ChatGPT was specifically tailored to facilitate engaging and accessible conversations, distinguishing it from its predecessors. Its launch attracted a diverse user base keen to explore its capabilities, prompting OpenAI to prioritize addressing potential misuse and enhancing its safety features. As ChatGPT gained traction, it caught the attention of Salesforce, a leading CRM provider. In March 2023, Salesforce unveiled Einstein GPT, its own AI innovation, poised to transform customer engagement. Built on the GPT-3 architecture and seamlessly integrated into Salesforce Clouds, Einstein GPT promised to revolutionize how businesses interact with their clientele. Einstein GPT boasts a range of features designed to personalize customer experiences and streamline workflows. From generating natural language responses to crafting personalized content and automating tasks, Einstein GPT offers versatility and value across industries. By leveraging both Einstein AI and GPT technology, businesses can unlock unprecedented efficiency and deliver superior customer experiences. Despite its success, OpenAI acknowledges the need for ongoing refinement and vigilance, emphasizing the importance of responsible deployment and transparency in the development of AI technology. Exploring Einstein GPT Salesforce presents Einstein GPT as the premier generative AI tool for CRM worldwide. Utilizing the advanced GPT-3 architecture, Einstein GPT seamlessly integrates into all Salesforce Clouds, including Tableau, MuleSoft, and Slack. This groundbreaking technology empowers users to generate natural language responses to customer inquiries, craft personalized content, and compose entire email messages on behalf of sales personnel. With its high degree of customization, Einstein GPT can be finely tuned to meet the specific needs of various industries, use cases, and customer requirements, delivering significant value to businesses of all sizes and sectors. Objectives of Salesforce AI Einstein GPT Salesforce AI Einstein GPT is designed to achieve several key objectives: Distinguishing Einstein GPT from Einstein AI Einstein GPT represents the latest evolution of Salesforce’s Einstein artificial intelligence technology. Unlike its predecessors, Einstein GPT integrates proprietary Einstein AI models with ChatGPT and other leading large language models. This integration enables users to interact with CRM data using natural language prompts, resulting in highly personalized, AI-generated content and triggering powerful automations that enhance workflows and productivity. By leveraging both Einstein AI and GPT technology, businesses can achieve unparalleled efficiency and deliver exceptional customer experiences. Features of Einstein GPT in Salesforce CRM Key features and capabilities of Salesforce Einstein chatbot GPT include: Utilizing Einstein GPT for Business Improvement Einstein GPT can be leveraged across various domains to enhance business operations: Integration with Salesforce Data Cloud Salesforce Data Cloud, a cloud-based data management system, enables real-time data aggregation from diverse sources. Einstein GPT utilizes unified customer data profiles from the Salesforce Data Cloud to personalize interactions throughout the customer journey. OpenAI on ChatGPT Methods We trained this model using Reinforcement Learning from Human Feedback (RLHF), using the same methods as InstructGPT, but with slight differences in the data collection setup. We trained an initial model using supervised fine-tuning: human AI trainers provided conversations in which they played both sides—the user and an AI assistant. We gave the trainers access to model-written suggestions to help them compose their responses. We mixed this new dialogue dataset with the InstructGPT dataset, which we transformed into a dialogue format. To create a reward model for reinforcement learning, we needed to collect comparison data, which consisted of two or more model responses ranked by quality. To collect this data, we took conversations that AI trainers had with the chatbot. We randomly selected a model-written message, sampled several alternative completions, and had AI trainers rank them. Using these reward models, we can fine-tune the model using Proximal Policy Optimization. We performed several iterations of this process. ChatGPT is fine-tuned from a model in the GPT-3.5 series, which finished training in early 2022. You can learn more about the 3.5 series here. ChatGPT and GPT-3.5 were trained on an Azure AI supercomputing infrastructure. Limitations ChatGPT and Einstein GPT Salesforce Einstein GPT signifies a significant advancement in AI technology, empowering businesses to deliver tailored customer experiences and streamline operations. With its integration into Salesforce CRM and other platforms, Einstein GPT offers unprecedented capabilities for personalized engagement and automated insights, ensuring organizations remain competitive in today’s dynamic market landscape. When OpenAI quietly launched ChatGPT in late November 2022, the San Francisco-based AI company didn’t anticipate the viral sensation it would become. Initially viewed as a “research preview,” it was meant to showcase a refined version of existing technology while gathering feedback from the public to address its flaws. However, the overwhelming success of ChatGPT caught OpenAI off guard, leading to a scramble to capitalize on its newfound popularity. ChatGPT, based on the GPT-3.5 language model, was fine-tuned to be more conversational and accessible, setting it apart from previous iterations. Its release marked a significant milestone, attracting millions of users eager to test its capabilities. OpenAI quickly realized the need to address potential misuse and improve the model’s safety features. Since its launch, ChatGPT has undergone several updates, including the implementation of adversarial training to prevent users from exploiting it (known as “jailbreaking”). This technique involves pitting multiple chatbots against each other to identify and neutralize malicious behavior. Additionally,

November 8, 2022in Generative AI, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein

07Nov

New Salesforce Whatsapp Integrations

Salesforce has unveiled its roadmap for upcoming WhatsApp integrations tailored for marketing and service teams. WhatsApp, a widely-used mobile messaging app with over 2.2 billion monthly active users and a daily message count exceeding 100 billion, has demonstrated remarkable international reach, fostering instant and effective communication across borders without reliance on local telecom providers. New Salesforce Whatsapp Integrations While WhatsApp integration was not previously available as a standard feature in Salesforce, the recent partnership announcement at Dreamforce ’22 prompted swift action. The integration will harness the WhatsApp Business Platform API, a cloud-based service provided by Meta (WhatsApp’s owner) for businesses at no cost in 2022. This API enhances end-to-end experiences, streamlining scalable business processes. For Salesforce + WhatsApp in Service: WhatsApp for Service can be utilized through Digital Engagement, an add-on for Service Cloud. Also Salesforce’s Contact Center for Communications within Communications Cloud. WhatsApp for Service Cloud is expected to be generally available (GA) starting March 16, 2023. For Salesforce + WhatsApp in Marketing: The WhatsApp for Marketing Cloud Rich Media support is anticipated to be generally available (GA) in the second half of 2023. As consumer demand for WhatsApp continues to surge, specialized integrations, like those tailored for Salesforce. By address the growing need for organizations to connect WhatsApp with their business-critical systems. The collaboration underscores Salesforce’s commitment to meeting evolving communication demands and leveraging the popularity of WhatsApp for enhanced customer interactions. Struggling to integrate WhatsApp in your Salesforce ecosystem? Tectonic can help. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

November 7, 2022in Data, Salesforce, Salesforce Managed Services, Salesforce Sales Cloud

23Aug

Private Lending Simplified

Private Lending Simplified: Unlocking Success with Salesforce In the dynamic world of private lending, technology is transforming the way lenders operate. Salesforce stands out as a powerful platform, enabling private lenders to optimize processes, enhance borrower relationships, and drive sustainable growth. Let’s explore how Salesforce can simplify private lending and boost efficiency. The Landscape of Private Lending and Its Challenges Private lending refers to providing loans to individuals or businesses outside of traditional banks. While this approach offers flexibility and faster approvals, it also comes with challenges such as: Given these complexities, lenders need robust tools to manage the entire loan lifecycle effectively. The Role of Loan Management Software in Private Lending Loan management software is indispensable for automating and streamlining lending operations. Salesforce, with its flexible loan management capabilities, is particularly well-suited for private lenders. Key functionalities include: 1. Automated Underwriting Salesforce enables automated underwriting by using predefined rules and algorithms to evaluate borrower eligibility. This speeds up decision-making, reduces manual errors, and ensures consistency. 2. Loan Processing A centralized system in Salesforce allows lenders to track applications, manage documentation, and communicate with borrowers, ensuring no step in the process is overlooked. 3. Loan Servicing Post-loan disbursement, Salesforce’s integration capabilities support repayment tracking, automated reminders, and delinquency management, ensuring seamless loan servicing. Why Private Lenders Turn to Salesforce Salesforce empowers private lenders with tools designed to optimize every stage of the lending process. 1. Customizable Solutions Salesforce’s flexibility allows lenders to create workflows tailored to different loan types, whether it’s mortgage servicing or merchant cash advance (MCA) underwriting. 2. Advanced Data Management With secure, cloud-based infrastructure, Salesforce ensures easy access to data anytime, anywhere. This not only enhances decision-making through analytics but also supports regulatory compliance. 3. Enhanced Customer Relationship Management (CRM) Strong borrower relationships are key to private lending success. Salesforce’s CRM tools help lenders manage interactions from initial inquiries to post-loan follow-ups, ensuring clients feel supported throughout their journey. 4. Seamless Integration Salesforce integrates effortlessly with other financial tools, such as microfinance platforms and construction loan management software, creating a unified ecosystem for managing diverse loan portfolios. Choosing the Right Loan Management Solution When adopting Salesforce or similar platforms for private lending, consider the following: For private lenders, specialized solutions like Fundingo, built on Salesforce, can take operational efficiency to the next level. Conclusion Salesforce is transforming private lending by simplifying operations and strengthening lender-borrower relationships. With tools to manage the entire loan lifecycle—from underwriting to servicing—private lenders can increase efficiency, maintain compliance, and enhance customer satisfaction. Adopting advanced technologies like Salesforce positions private lenders for long-term success in an increasingly competitive market. Are you ready to harness the power of Salesforce for your private lending business? Let’s connect and explore how Tectonic can streamline your processes. 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

August 23, 2022in Data, Salesforce Financial Services Solutions, Technology

18Aug

Scaling Your Salesforce Team with Staff Augmentation

As the demand for Salesforce experts continues to grow, businesses face challenges such as long hiring cycles, high recruitment costs, and skill shortages. These make it difficult to build a high-performing Salesforce team. However, there’s a smarter way to access top talent without the complexities of permanent hiring. The Power of Staff Augmentation Rather than relying on traditional Salesforce staffing firms, businesses can leverage staff augmentation to bring in experienced Salesforce professionals for short-term projects or ongoing support. This flexible approach helps organizations scale efficiently, reduce costs, and remain competitive. In this insight, we’ll explore how Salesforce staff augmentation enables businesses to build elite Salesforce teams and best practices for managing an augmented workforce. What Is Salesforce Staff Augmentation? Salesforce staff augmentation is a strategic staffing solution where companies hire external professionals to fill skill gaps temporarily or for specific projects. Instead of enduring lengthy hiring processes, firms can quickly onboard experienced Salesforce experts who match their project needs. Unlike outsourcing, which delegates entire projects to external agencies, staff augmentation keeps you in control—augmented professionals work alongside your internal team, ensuring seamless collaboration. Why Businesses Choose Staff Augmentation for Salesforce Teams Salesforce implementations, migrations, and customizations require specialized expertise. Companies are turning to staff augmentation because it offers a faster, more flexible alternative to traditional staffing agencies. Key Benefits: ✔ Immediate access to experts – No months-long recruitment process.✔ Cost efficiency – Avoid full-time salaries, benefits, and training expenses.✔ Scalability – Expand or reduce your team based on demand.✔ Expertise on demand – Get access to specialized skills without long-term commitments.✔ Seamless integration – Augmented staff work within your team, ensuring continuity. This model is ideal for companies facing fluctuating workloads, large-scale Salesforce projects, or critical skill gaps. Building a High-Performing Salesforce Team with Staff Augmentation Step 1: Identify the Skills You Need Before bringing in Salesforce professionals, define your requirements: By outlining these needs, you can ensure a smooth augmentation process and find professionals who align with your goals. Step 2: Choose the Right Staff Augmentation Partner Selecting a trusted staff augmentation provider is essential. Instead of relying on Salesforce staffing agencies, which often lack flexibility, choose a partner that provides on-demand Salesforce talent for both short-term and long-term projects. When evaluating partners, look for:✔ Salesforce talent expertise✔ Proven track record in placements✔ Flexible engagement models (short-term, long-term, or project-based)✔ Seamless onboarding and integration support By collaborating with a seasoned provider like Tectonic, companies can easily tap into pre-screened Salesforce professionals who match their project needs. Step 3: Ensure a Smooth Onboarding Process Once you’ve hired augmented staff, an effective onboarding process ensures smooth teamwork:✅ Provide access to essential tools and systems.✅ Define roles, responsibilities, and expectations.✅ Foster collaboration between in-house and augmented staff.✅ Assign mentors or key contacts for guidance. Structured onboarding enables augmented professionals to quickly contribute and stay aligned with your business objectives. Step 4: Continuously Evaluate and Optimize To maximize effectiveness, companies should regularly assess augmented professionals’ performance and impact: Optimizing your staff augmentation strategy over time ensures a high-performing Salesforce team that adapts to evolving business needs. Best Practices for Managing an Augmented Salesforce Team Unlike traditional Salesforce staffing firms, staff augmentation integrates professionals into daily operations rather than just placing hires. Encourage Collaboration Between In-House and Augmented Staff To ensure smooth communication and team cohesion:✔ Use collaboration tools like Slack, Microsoft Teams, or Salesforce Chatter.✔ Hold daily or weekly stand-ups to align goals.✔ Foster an inclusive culture where augmented staff feel valued.✔ Maintain clear guidelines for data access and security. Utilize Training and Upskilling Opportunities To maximize value, provide augmented staff with:✔ Salesforce training sessions and learning resources.✔ Opportunities to participate in internal knowledge-sharing.✔ Updates on new Salesforce features and releases. Upskilling both in-house and augmented professionals ensures your team remains highly skilled and adaptable. Overcoming Common Challenges in Staff Augmentation 1. Ensuring Smooth Team Integration 💡 Solution: Encourage open communication and structured onboarding to help new professionals integrate seamlessly. 2. Managing Security and Compliance Risks 💡 Solution: Implement Salesforce security best practices, such as role-based access control and Salesforce Shield to protect sensitive data. 3. Keeping External Talent Engaged and Motivated 💡 Solution: Provide incentives, involvement in key meetings, and professional development opportunities. 4. Addressing Communication Barriers 💡 Solution: Use structured meetings, clear guidelines, and collaboration tools to ensure seamless coordination. By leveraging Salesforce Shield, businesses can enhance security while ensuring compliance for external staff. Final Thoughts: Is Staff Augmentation Right for You? If your business needs immediate access to Salesforce expertise without long-term commitments, Salesforce staff augmentation is the perfect solution. By: …you can build a high-performing Salesforce team that drives your business forward. 💡 Need Salesforce specialists? Tectonic is a trusted Salesforce staff augmentation provider helping businesses scale efficiently and affordably. 📩 Ready to augment your Salesforce team? Contact us today to see how staff augmentation can transform your business! 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

August 18, 2022in Data, Salesforce, Salesforce Shield

09Aug

Tectonic’s Salesforce Industry Experience

Tectonic’s Salesforce Industry Experience spans 16+ years of work focused on certain industry areas. Tectonic has worked in all of the following industries implementing and customizing Salesforce: Put Tectonic’s Industry Experience to work for your organization. Our industry and Salesforce expertise will have you up and running in no time. Casino Case Study Government Case Study Healthcare Payer Case Study Tectonic’s Salesforce Industry Experience Implementing Salesforce can be complex. Getting it wrong can be costly. From 5 to 5000 users, across Sales, Service and Marketing clouds, Tectonic has the process and patterns to help you plan, design and implement your solution right the first time. Whether this is your first Salesforce implementation or expansion of users or additional clouds, we can guide you from inception to delivery. Misalignment of your business needs and your system configuration create low adoption and usage rates that erode your Salesforce ROI. Tectonic’s technology professionals use our proven industry expertise and collaborate with business partners to deliver business value. From minor tweaks and retraining to reimplementation, we assess your situation and execute a customized solution to meet your needs. 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

August 9, 2022in Mulesoft, Salesforce, Salesforce Managed Services

09Jul

Marketing Cloud Journeys and Automations

Creating Engaging Marketing Campaigns with Journeys and Automations in Marketing Cloud-Marketing Cloud Journeys and Automations In Marketing Cloud, design and automate campaigns that lead customers through their interaction with a brand. Execute various marketing and data management tasks promptly, triggered by specific actions, or on a scheduled basis. Addressing Email Client Privacy and Non-Subscriber Activity Certain email client providers are implementing privacy changes that can affect open metrics and calculations. At Salesforce, trust is paramount, and we prioritize privacy and security. In response to evolving digital landscapes, we aim to provide solutions that enable you to adapt and succeed. While email opens traditionally signal customer interest, evolving privacy options may diminish their reliability as engagement indicators. Leveraging Automation Studio Utilize Automation Studio to streamline email sends, queries, imports, and more within Marketing Cloud Engagement. Craft workflows, simple or intricate, to automate marketing and data management tasks based on your specified criteria. Harnessing Journeys and Messages Journey Builder, a pivotal campaign planning tool in Marketing Cloud Engagement, empowers you to design and automate campaigns guiding customers along their brand journey. At its core lies the journey, serving as your communication blueprint. Canvas activities within Journey Builder dictate communication methods and guide contacts through the journey. Contacts enter via entry sources, and the journey continuously evaluates them to progress to the next activity. Utilizing Behavioral Triggers Employ Marketing Cloud Engagement to target customers who abandon items or services before purchase. Configure the flow of behavioral data into data extensions for email sends and journeys, a strategy known as Behavioral Triggers. This approach leverages behavioral data to engage customers effectively throughout their journey. 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

July 9, 2022in Data, Marketing Automation, Salesforce, Salesforce Marketing Cloud, Salesforce Optimization

Provider

AI Potential to Improve Prior Authorizations

What is the IDC?

Recent Posts

Healthcare Cybersecurity Challenges Persist

Salesforce Advanced Routing

Transform Social Customer Care

Salesforce Integrates Own Co. Capabilities

Second Wave of AI Agents

Contact Us

Be in touch today — and start your business on a path to success.

Category

Archives