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21Sep

Embedded Salesforce Einstein

In a world where data is everything, businesses are constantly seeking ways to better understand their customers, streamline operations, and make smarter decisions. Enter Salesforce Einstein—a powerful AI solution embedded within the Salesforce platform that is revolutionizing how companies operate, regardless of size. By leveraging advanced analytics, automation, and machine learning, Einstein helps businesses boost efficiency, drive innovation, and deliver exceptional customer experiences. Embedded Salesforce Einstein is the answer. Here’s how Salesforce Einstein is transforming business: Imagine anticipating customer needs, market trends, or operational challenges before they happen. While it’s not magic, Salesforce Einstein’s AI-powered insights and predictions come remarkably close. By transforming vast amounts of data into actionable insights, Einstein enables businesses to anticipate future scenarios and make well-informed decisions. Industry insight: In financial services, success hinges on anticipating market shifts and client needs. Banks and investment firms leverage Einstein to analyze historical market data and client behavior, predicting which financial products will resonate next. For example, investment advisors might receive AI-driven recommendations tailored to individual clients, boosting engagement and satisfaction. Manufacturers also benefit from Einstein’s predictive maintenance tools, which analyze data from machinery to anticipate equipment failures. A car manufacturer, for instance, could use these insights to schedule maintenance during off-peak hours, minimizing downtime and preventing costly disruptions. Personalization is now a necessity. Salesforce Einstein elevates personalization by analyzing customer data to offer tailored recommendations, messages, and services. Industry insight: In e-commerce, personalized recommendations are often the key to converting browsers into loyal customers. An online bookstore using Einstein might analyze browsing history and past purchases to suggest new releases in genres the customer loves, driving repeat sales. In healthcare, Einstein’s personalization can improve patient outcomes by providing customized follow-up care. Hospitals can use Einstein to analyze patient histories and treatment data, offering reminders tailored to each patient’s needs, improving adherence to care plans and speeding recovery. Salesforce Einstein’s sales intelligence tools, such as Lead Scoring and Opportunity Insights, enable sales teams to focus on the most promising leads. This targeted approach drives higher conversion rates and more efficient sales processes. Industry insight: In real estate, Einstein helps agents manage numerous leads by scoring potential buyers based on their engagement with property listings. A buyer who repeatedly views homes in a specific area is flagged, prompting agents to prioritize their outreach, accelerating the sales process. In the automotive industry, Einstein identifies leads closer to purchasing by analyzing behaviors such as online vehicle configuration and test drive bookings. This allows sales teams to focus on high-potential buyers, closing deals faster. Automation is at the heart of Salesforce Einstein’s ability to streamline processes and boost productivity. By automating repetitive tasks like data entry and customer inquiries, Einstein frees employees to focus on strategic activities, improving overall efficiency. Industry insight: In insurance, Einstein Bots can handle routine tasks like policy inquiries and claim submissions, freeing up human agents for more complex issues. This leads to faster response times and reduced operational costs. In banking, Einstein-powered chatbots manage routine inquiries such as balance checks or transaction histories. By automating these interactions, banks reduce the workload on call centers, allowing agents to provide more personalized financial advice. Einstein Discovery democratizes data analytics, making it easier for non-technical users to explore data and uncover actionable insights. This tool identifies key business drivers and provides recommendations, making data accessible for all. Industry insight: In healthcare, predictive insights are helping providers identify patients at risk of chronic conditions like diabetes. With Einstein Discovery, healthcare providers can flag at-risk individuals early, implementing targeted care plans that improve outcomes and reduce long-term costs. For energy companies, Einstein Discovery analyzes data from sensors and weather patterns to predict equipment failures and optimize resource management. A utility company might use these insights to schedule preventive maintenance ahead of storms, reducing outages and enhancing service reliability. More Than a Tool – Embedded Salesforce Einstein Salesforce Einstein is more than just an AI tool—it’s a transformative force enabling businesses to unlock the full potential of their data. From predicting trends and personalizing customer experiences to automating tasks and democratizing insights, Einstein equips companies to make smarter decisions and enhance performance across industries. Whether in retail, healthcare, or technology, Einstein delivers the tools needed to thrive in today’s competitive landscape. Tectonic empowers organizations with Salesforce solutions that drive organizational excellence. 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 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

September 21, 2024in Salesforce Einstein

12Sep

Introhive Relationship Intelligence Platform

FREDERICTON, New Brunswick, September 12, 2024 – Introhive, the leading Relationship Intelligence platform, today announced that it is enabling its market leading, AI-Powered Relationship Intelligence for Salesforce Data Cloud empowering clients to understand in real-time the Relationship Intelligence associated with sales Opportunities Bringing Salesforce Data Cloud and AI together for enhanced insights Introhive’s integration brings the Customer 360 vision to life by providing a unified and enriched view of contact and relationship data, enabling organizations to derive advanced insights by overlaying their existing sales opportunities. As a leader in relationship intelligence and CRM data automation, Introhive provides unmatched data accuracy, ensuring reliable insights and actions from Data Cloud applications and AI tools like Salesforce Einstein Copilot. By transforming relationship data into actionable insights, organizations are empowered to make critical business decisions with confidence and turn connections into tangible business value. Enhanced decision-making with Salesforce Data Cloud “Our Relationship Intelligence capability for Salesforce Data Cloud enhances the solution we offer our clients and elevates Introhive’s role as a top-tier Data Ecosystem Partner on the Salesforce platform,” said Lee Blakemore, CEO of Introhive. “Clients will now enjoy all the benefits of Introhive’s Data Share, enhanced by Salesforce’s powerful platform, ensuring real-time access to trusted relationship data. This combination empowers firms to make critical business decisions with confidence and precision.” Lightning Web Components boost Salesforce Data Cloud integration To further strengthen its Salesforce offering, Introhive announced the launch of Lightning Web Components that seamlessly integrate powerful relationship intelligence in users flow of work. This strategic addition elevates relationship intelligence in Salesforce by making insights more contextual, accessible, and actionable. The components dynamically surface relevant relationship data, top contacts, and interaction history directly within Salesforce pages. This allows users to take proactive steps in managing their relationships, resulting in improved productivity, enhanced client retention, and accelerated revenue growth – all without disrupting existing workflows. Addressing data challenges with Salesforce Data Cloud integration In today’s data-driven business environment, organizations rely heavily on analytics for decision-making, recognizing that the quality and timeliness of information are crucial for effective data-driven strategies. Yet, siloed data, information overload, and constant context switching often lead to missed critical relationship insights, impeding businesses from fully leveraging their relationship capital to drive growth, retention, and informed business decisions. Unlocking the full potential of relationship data with Salesforce Data Cloud The addition of Introhive’s lightning web components and Data Cloud integration address these challenges by transforming how businesses manage and activate their relationship data to fuel business insights and inform decision making. This includes identifying open opportunities based on relationship strength and leveraging the best connected individuals to target accounts for strategic decision making and warm introductions. “With our integration with Salesforce Data Cloud, we’re tackling a major challenge businesses face: fully unlocking the value of their relationship data,” said Leyla Samiee, Chief Product Officer at Introhive. “Our goal is to eliminate data silos that hinder organizations from obtaining crucial relationship insights. By consistently delivering clean, reliable data, we’ve been leading this charge. This new partnership takes our efforts further by enabling smooth integration of data and interactions across various systems that impact our clients’ goals. Our Lightning Web Components, now enhanced with machine intelligence, provide real-time, actionable insights more efficiently. Through our collaboration with Salesforce Data Cloud, these services are integrated with Salesforce’s interactive platforms, offering improved visibility into relationship strength and key connections. This empowers organizations to strategically engage with their most valuable accounts, fostering growth and maximizing their relationship capital.” Salesforce Data Cloud empowers growth across industries As Salesforce maintains its position as the global CRM leader, Introhive’s enhanced offering strategically empowers organizations across industries such as accounting, consulting, legal and commercial real estate, to fully capitalize on their collective relationship network to drive their business forward. For more information about Introhive’s Data Cloud integration and Lightning Web Components, visit our website. About Introhive Introhive is the leading Relationship Intelligence Platform that empowers professional services firms to dismantle silos, fuel their CRM, and activate relationship data to foster collaboration and increase revenue. Trusted by world-renowned brands, Introhive supports over 750,000 users in 90+ countries. With offices in the US, Canada, and the UK, we’re committed to helping businesses optimize their revenue opportunities. Learn more at www.introhive.com. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 12, 2024in Salesforce

04Jun

Salesforce with SharpLaunch

Supercharge Your Salesforce with SharpLaunch Streamline Your Sales ProcessIntegrate Salesforce with SharpLaunch to simplify and automate your commercial real estate (CRE) operations. Key Features Push Leads Directly to SalesforceSay goodbye to manual data entry. Automatically transfer valuable leads from SharpLaunch to Salesforce and focus on closing deals. Continuously Sync DataKeep your CRM updated effortlessly. Lead data captured in SharpLaunch syncs automatically to your Salesforce fields, ensuring accuracy and up-to-date information. Boost ProductivityBy connecting SharpLaunch with Salesforce, you can streamline workflows, reduce administrative tasks, and accelerate your sales cycle. Why SharpLaunch Stands Out Fully Customizable Designs Tailor every digital asset to match your brand.From property websites to interactive maps, SharpLaunch delivers personalized, client-facing solutions that elevate your brokerage’s presence. Enterprise-Level Integrations Unify your tech stack seamlessly.SharpLaunch integrates with any tools you’re already using, fitting into your workflows to maximize efficiency with minimal effort. World-Class Service Enjoy dedicated, personalized support.Skip the chatbots and ticket queues. Work directly with your Customer Success Manager from setup to success. Complete Data Ownership Keep control of your information.With SharpLaunch, you retain full ownership of your data, ensuring sensitive client and property information stays secure and private. Ready to Transform Your Salesforce Experience? Connect SharpLaunch to Salesforce today and empower your sales team to close deals faster while maintaining full control over your data and brand identity. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

June 4, 2024in Data, Enterprise, Salesforce

20Nov

Loan Origination Salesforce

Salesforce Loan Origination: Unlocking Efficiency and Growth Implementing a CRM is a deal-changing decision for any retail mortgage brokerage. In a digital landscape dominated by loan origination platforms like Ellie Mae Encompass, Nortridge, Calyx, and Fiserv, staying lean and nimble is crucial. Understanding how to leverage Salesforce with your loan origination system (LOS) lays the groundwork for a streamlined future, empowering clients, partners, and employees. The suite of productivity and marketing tools Salesforce offers is key to your organization’s success. Remember, Rome wasn’t built in a day, and skilled architects with the right tools made it possible. Let’s explore the benefits of Salesforce in loan origination. Enhancing Prospecting, Referrals, and Marketing Once you’ve built an efficient loan origination machine, it’s time to fuel it. Salesforce integrates seamlessly with referral and channel partners like Bankrate, Zillow, and Realtor.com, feeding prospects directly into your marketing and loan origination funnel. Using tools like Web to Lead or Salesforce’s robust web service APIs, prospects can flow into your CRM in real time. Partner Communities can create portals for third parties to refer and manage their pipelines. Salesforce Marketing Cloud automates journeys, showcasing your company’s value and maintaining constant contact. Qualify prospects effectively by running their credit before they hit your LOS, reducing noise and understanding the quality each lead source brings. This maximizes marketing dollars and focuses efforts where they matter most. Streamlining the Sales Funnel Capturing leads is just the beginning. The real challenge is keeping them and ensuring they choose your business. Salesforce helps visualize your pipeline and accelerates the process with reminders, tasks, texts, emails, calls, and other automation tools. Einstein Analytics and AI provide insights into the most effective strategies, calculate close rates, and help forecast revenue streams accurately. Stay nimble. Not all prospects are tech-savvy, but you can use technology to enhance communication with them. Empowering Loan Officers Mortgage companies often aim to improve customer experience with new systems. However, empowering loan officers and ensuring their satisfaction is equally critical. Salesforce provides loan officers with a 360-degree view of their prospects, enabling them to pull client credit from mobile devices and drastically improve productivity and close rates. Salesforce Mobile places the entire origination process at their fingertips, anywhere and anytime. Integrations with web analytics offer insights into prospect behavior, allowing tailored conversations. A CRM that consolidates contact history creates a powerful ally, ensuring personalized experiences. Integrating Systems with Tectonic Integrating a loan origination system like CalyxPoint, Fiserv, or Ellie Mae Encompass can be daunting. Clients often rush to modernize, but the key is to take it step by step. Define a moment when the loan flows from Salesforce to the LOS, typically once a prospect is qualified. Updates, such as loan milestones and underwriting requests, can flow back into Salesforce, while changes to the loan document itself should occur in the LOS. Gradually progress towards a synchronized, bi-directional state to ensure success and buy-in. Leveraging Customer and Referral Portals Salesforce Customer Community: A drag-and-drop customer portal can sit on top of real-time data, understanding each customer’s loan lifecycle stage and dynamically adapting to drive desired behaviors. Use it to solicit additional documents or update loan statuses as they progress through milestones. Salesforce Partner Community: Real estate agents, insurance companies, and law firms are vital to a mortgage company’s referral system. Salesforce Partner Communities offer a portal to share relevant information with partners, creating a boutique experience that enhances referrals. Building Lifelong Client Relationships A fully funded loan is not the end; it’s the beginning of a new journey. The referral and refinancing process starts as soon as the origination process ends. Maintaining regular contact and demonstrating partnership should be core values for any mortgage company. Taking out a mortgage is one of the largest financial decisions most people make, and positive experiences can have a lasting impact. Leveraging Salesforce CRM and Marketing Cloud journeys helps keep relationships alive, ensuring a steady pipeline for years to come. Always remember the importance of first impressions and the long-term value of satisfied clients and partners. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

November 20, 2023in Salesforce

18Feb

Case Study: Salesforce Innovation for Hospitality

Major hospitality management firm, moves to the cloud and adopts Google Cloud and Salesforce to improve operational insights and decision-making. Tectonic assisted them to move to the cloud and obtatin quicker, actionable insights with business intelligence. Salesforce Innovation for Hospitality.

February 18, 2023in Google Analytics, Salesforce, Salesforce Development Services, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Optimization, Salesforce Success Stories

09Jan

Yardi Salesforce Integration

Elevate your lease management lifecycle with Salesforce’s expertise in the real estate industry. Many real estate enterprises leverage Yardi systems for their core operations, while Salesforce enriches front-office capabilities. Integrating Yardi with Salesforce unleashes the potential of both systems, merging Salesforce’s robust tools with Yardi’s operational excellence. Yardi Salesforce Integration is the answer for leasing companies. Yardi Salesforce Integration Key Advantages: Enhanced Lead Management: Integrate Yardi property management software with the Salesforce CRM platform to create a comprehensive view of customer data. Empower sales teams to identify available properties aligning with client needs, facilitating a seamless transition from a Salesforce lead to a Yardi client. 360-Degree View: Access prospects, tenants, properties, and more from a unified location. Boost operational efficiency by minimizing application switching and manual data entry for leasing agents on Salesforce. Advanced Reporting and Analytics: Optimize reporting capabilities by consolidating data from Yardi and Salesforce. Track crucial metrics like leasing agent time-to-response, investment occupancy, revenue, retention rates, and more. Complete Lease Management Lifecycle: Simplify the application process by sourcing leads from marketing, passing them to agents, and scheduling appointments in Salesforce. Transfer prospects from Salesforce to RENTCafé for application processing, periodically syncing application data from Yardi to Salesforce. Automated Renewal Opportunities: Automate renewal opportunities by syncing application status and lease information from Yardi to Salesforce. Leverage Salesforce’s marketing automation tools for tenant nurture activities at scale. Operational Efficiency: Sync Yardi and Salesforce to access up-to-date property data, eliminating manual data entry and reducing errors. Manage the entire lifecycle of leasing and property management within one integrated platform. Data Management: Ensure a seamless flow of information between Yardi and Salesforce, eliminating the need for manual data entry. Maintain data consistency across Yardi and Salesforce for properties, leases, tenants, financials, and more. Yardi Salesforce Integration Services: Integrate Yardi, a premier property management and accounting software, with Salesforce, a robust customer relationship management platform. Tectonic can help. FAQs: Does Yardi have an API? Yes, Yardi supports over 300 interface vendors currently utilizing their APIs across the entire product suite. Integration Process: Planning and Discovery: Comprehend business requirements and plan the integration process. Design and Development: Architect the integration framework and develop the necessary components. Testing: Conduct thorough testing to ensure the seamless functioning of the integrated systems. Deployment: Implement the integration in the production environment. Ongoing Support: Provide continuous support for the integrated Yardi Salesforce solution. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

January 9, 2023in Salesforce

30Nov

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. This move allows on-demand service providers in various industries to leverage Salesforce’s powerful platform. The OEM edition extends the Salesforce.com platform to third-party SaaS providers, enabling them to tap into its core features, such as the operating system, customization tools, Web Service APIs, workflow, and business logic, according to Kendall Collins, Salesforce’s Vice President of Product Marketing. For example, a real estate management software vendor could utilize Salesforce’s dashboard, customizing it to track real estate data like foreclosures instead of sales opportunities. AppExchange OEM Edition will be available for per user per month, with users managing the pricing and availability of their specific solutions. This expansion highlights the growing adoption of the on-demand model in industries beyond CRM. ISV (Independent Software Vendor) companies commonly sell licenses for their apps via the Salesforce AppExchange, which is one of the most popular methods. For example, they might sell five licenses for a managed package app. With the new AppExchange checkout features powered by Stripe (previously Recurly), processing payments for these licenses is straightforward. Some companies choose to make revenue by selling CRM licenses in addition to their apps, often offering customers discounted CRM licenses. These ISV licenses are custom-built and contractually limited to specific objects and permissions. A significant level of trust is involved, as Salesforce can audit the end-customer at any time to ensure they are only using the objects specified in the agreement. When it comes to pricing, ISVs often charge in two parts: one fee for the app license and another for the CRM license. However, this is typically bundled as a single charge to the customer for simplicity. Customers can adopt these ISV apps as part of a broader Salesforce org, using several onboarding methods, including Trialforce, an AppExchange free trial, or an install with a trial period expiration date. These apps are often integrated into larger business processes, providing value beyond their standalone features. OEM Licensing: OEM (Original Equipment Manufacturer) and Embedded licensing are essentially the same. OEM licenses are designed for internal apps. For portals, ISV Portal licenses are used, though these do not include Chatter and must interact via a Force.com site. These licenses function similarly to Authenticated Website or Customer Portal licenses. OEM licensing allows companies to use Salesforce as a controlled environment to present their app. For instance, a developer might opt for the OEM model to prevent end-users from making any customizations. The app would have one admin user who sees that it is running on Salesforce, while other users interact with it through a custom interface built on a Force.com site. A common concern for OEM app developers is pricing. While Chatter Plus licenses cost $15 per month (for CRM only), developers often seek clarification on the cost of OEM licenses from Salesforce, hoping for a rate lower than $15 per user per month. They must also factor in their own fees on top of the Salesforce OEM license price. Key Differences Between ISV and OEM Licensing: In an OEM setup, at least one full Salesforce System Administrator is required in the customer’s org. However, this admin does not have the ability to add more licenses to the org or alter the customizations visible to end-users, so their influence over the app’s functionality is limited. ISV app licenses offer more flexibility and are commonly available on the AppExchange, OEM apps represent a complete solution that uses Salesforce as a platform but often hides the underlying Salesforce infrastructure from end-users. Like Related Posts The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

November 30, 2006in Data, Salesforce, Salesforce Development Services, Salesforce Implementation Services

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