ROI Archives - gettectonic.com
What is a CRM

Customer Relationship Management

Salesforce has transformed the way businesses manage customer relationships, sales, and marketing. Its capabilities extend into the events industry, enabling seamless integration for event planning, marketing, sales, and attendee engagement. By leveraging Salesforce, event organizers can streamline lead management, automate marketing campaigns, track event performance, and enhance attendee experiences. This guide explores how Salesforce can optimize event success and drive higher ROI. Managing Leads with Salesforce Effective lead management is critical to maximizing event ROI. Salesforce offers powerful tools to streamline lead capture, scoring, nurturing, segmentation, and tracking—helping sales teams convert attendees into customers. Seamless Lead Capture Salesforce integrates with event registration forms, mobile apps, and onsite check-in systems to: A centralized approach provides a 360-degree view of each attendee, empowering sales and marketing teams to act strategically. AI-Powered Lead Scoring Salesforce’s AI-driven lead scoring prioritizes leads by tracking: This data-driven approach helps sales teams focus on the most promising leads for personalized follow-ups. Automated Lead Nurturing Salesforce automation tools keep leads engaged post-event through: Advanced Lead Segmentation Salesforce enables lead categorization for targeted outreach: Tracking Sales Opportunities with Salesforce Beyond lead management, Salesforce empowers event teams with tools to monitor revenue-generating opportunities, such as ticket sales, sponsorship deals, and exhibitor partnerships. Comprehensive Opportunity Management Salesforce enables tracking of every stage of the sales process, including: Real-Time Sales Pipeline Visibility Salesforce’s pipeline management tools allow teams to: Customizable Sales Reporting Salesforce reporting capabilities help event organizers: Automating Event Marketing Tasks with Salesforce Marketing automation is key to scaling outreach, enhancing engagement, and driving conversions. Salesforce provides tools that streamline marketing efforts, personalize communication, and measure campaign success. Email Marketing Automation Salesforce automates email campaigns to ensure timely communication: Social Media Integration & Management Salesforce allows teams to manage and track social media engagement from one platform: Integrating Salesforce with Event Technology Seamless integration between Salesforce and event technology centralizes data, improves efficiency, and enhances engagement. Event Management Platform Integration Salesforce integrates with platforms like Cvent, Bizzabo, and Eventbrite to enable: Mobile Event Apps & On-Site Engagement Tools Syncing Salesforce with mobile event apps provides real-time insights and tracking: Marketing Automation Tool Integrations Salesforce enhances marketing efficiency by integrating with platforms like HubSpot, Marketo, and Pardot: Reporting and Analytics: Unlocking Actionable Insights Salesforce provides robust analytics to help organizers measure performance, optimize strategies, and maximize ROI. Customizable Reports for Event Insights Salesforce enables comprehensive reporting on: ROI Analysis for Strategic Planning Salesforce’s ROI analysis tools help organizers: Best Practices for Using Salesforce for Events To maximize Salesforce’s value in event management, organizations should adopt best practices: 1. Data Hygiene: Keeping Information Accurate 2. Training & Adoption: Empowering Teams 3. Customization: Tailoring Salesforce for Event Needs 4. Integration Strategy: Creating a Unified Event Tech Ecosystem By implementing these best practices, organizations can fully leverage Salesforce to enhance event success, improve attendee engagement, and drive higher ROI. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July Changes to Marketing Cloud

Benefits of Salesforce Marketing Cloud

Make every moment count across the entire customer relationship Fuel creativity with data-driven answersUnlock efficiency with AI-powered campaignsRedefine the limits of personalization at scaleAsk your trusted first-party data any question about your customers, past content, future campaigns, ROI, you name it, and get an answer instantly.Save countless hours on everything from writing campaign briefs, to creating segments and content, to optimizing performance, with AI infused across the entire campaign lifecycle.And actually scale 1:1 personalization with the combination of AI-powered content creation and recommendations based on real-time customer profiles. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce and Healthcare

Aligning Payers and Providers for True Patient-Centered Care

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

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ai model race

AI Model Race Intensifies

AI Model Race Intensifies as OpenAI, Google, and DeepSeek Roll Out New Releases The generative AI competition is heating up as major players like OpenAI, Google, and DeepSeek rapidly release upgraded models. However, enterprises are shifting focus from incremental model improvements to agentic AI—systems that autonomously perform complex tasks. Three Major Releases in 24 Hours This week saw a flurry of AI advancements: Competition Over Innovation? While the rapid releases highlight the breakneck pace of AI development, some analysts see diminishing differentiation between models. The Future: Agentic AI & Real-World Use Cases As model fatigue sets in, businesses are focusing on domain-specific AI applications that deliver measurable ROI. The AI race continues, but the real winners will be those who translate cutting-edge models into practical, agent-driven solutions. Key Takeaways:✔ DeepSeek’s open-source V3 pressures rivals to embrace transparency.✔ GPT-4o’s hyper-realistic images raise deepfake concerns.✔ Gemini 2.5 focuses on structured reasoning for complex tasks.✔ Agentic AI, not just model upgrades, is the next enterprise priority. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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top ai sales tools

Salesforce’s 7 Top AI Sales Tools and Software for 2025

Based on Erin Hueffner, Writer, Salesblazer. article Your AI Sales Tools can double the sales calls generated from inbound leads! They can convert 40% more customers! AI-driven automation can eliminate many time-consuming and repetitive tasks and accelerate workflows. Sales AI tools often use algorithms to automate sales operations, like adding information from customer calls and emails to a CRM database. AI can also streamline several key follow-ups to prospects after a sales call. Reclaim Your Selling Time with AI Sales Tools What if you could spend less time on admin and more time closing deals? Manual tasks like updating CRMs, drafting emails, and compiling reports drain productivity—and our State of Sales research shows 67% of reps risk missing quotas, partly due to inefficient tech stacks. AI sales tools are changing the game. By automating workflows, analyzing data, and personalizing outreach, they empower teams to focus on what truly drives revenue: building relationships and sealing deals. Here’s how AI is revolutionizing sales—and the top tools to help your team work smarter. What Are AI Sales Tools? AI sales tools leverage automation, machine learning, and predictive analytics to:✅ Eliminate busywork (data entry, scheduling, note-taking)✅ Uncover insights (lead scoring, deal forecasts, market trends)✅ Enhance engagement (personalized emails, call coaching, real-time recommendations) For SMBs, AI acts as a smart assistant; for enterprises, it scales into predictive forecasting and pipeline optimization. The result? Reps spend less time on logistics and more time selling. How AI Sales Tools Work These tools integrate with your CRM to: The impact is clear: 83% of AI-powered teams grew revenue last year vs. 66% without AI. 9 Top AI Sales Tools (Rated 4+ Stars) Curated from G2 and Capterra, these platforms excel in usability, features, and ROI. 1. Salesforce (Sales Cloud) 2. Outreach 3. Apollo.io 4. Pipedrive 5. Gong 6. Salesloft 7. APE AI 8. Clari 9. Instantly AI 5 Must-Have AI Sales Tool Features Trends Shaping AI Sales Tools in 2024 🔮 Deeper Analytics: AI spots hidden pipeline opportunities.🤖 Autonomous Assistants: Tools like Agentforce handle lead nurturing 24/7.🔒 Tighter Security: Encryption and privacy controls are non-negotiable.🛠️ Bias Guardrails: AI outputs are fact-checked to maintain trust. How to Choose the Right Tool The Bottom Line AI sales tools aren’t just about efficiency—they’re revenue multipliers. By automating grunt work and sharpening strategy, they help teams: Ready to upgrade your sales stack? The right AI tool can turn missed quotas into exceeded targets. Key Takeaways: Which sales task would you automate first? Let us know in the comments. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Adecco Group and Salesforce Launch Joint Venture

Adecco Group and Salesforce Launch Joint Venture to Pioneer AI-Human Workforce Integration Strategic Partnership Aims to Redefine Workforce Management The Adecco Group, the world’s second-largest staffing firm, has announced a groundbreaking joint venture with Salesforce to create an AI-powered workforce management platform. The new entity, backed by investments from both corporations, will focus on enabling enterprises to strategically integrate human employees with autonomous AI agents. Bridging the Human-Digital Workforce Divide The partnership combines Adecco’s workforce expertise with Salesforce’s Agentforce platform to deliver: “The mission is to unlock the full potential of humans working alongside AI,” stated Denis Machuel, CEO of Adecco Group. “We’re at a critical juncture where establishing clear frameworks for human-AI collaboration will determine future success.” Market Context and Industry Impact The move follows Adecco’s December 2024 adoption of Salesforce’s Agentforce to enhance its recruitment operations. Industry analysts view this as a strategic response to workforce transformation: “Staffing firms face a choice – lead the AI transition or risk disruption,” noted John Nurthen of Staffing Industry Analysts. “Adecco’s initiative likely signals a broader trend in the trillion digital labor market.” Platform Capabilities and Roadmap The joint venture will offer: Broader Industry Momentum The announcement coincides with Deloitte’s March 26 reveal of its Salesforce-powered marketing agent, part of a broader push to embed AI across enterprise functions. Other staffing technology providers like Bullhorn and Asymbl have also joined AgentExchange, signaling growing industry adoption. “These partnerships demonstrate how agentic AI is moving from concept to commercialization,” commented Brian Landsman of Salesforce. “We’re seeing the emergence of entirely new business models in digital labor.” The joint venture plans to release additional details about its platform and go-to-market strategy in coming months. Contact Tectonic to upgrade your staffing agency. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce’s Marketing Intelligence

Salesforce’s Marketing Intelligence

Introducing Salesforce’s Marketing Intelligence: The Future of Marketing Analytics For the past dozen years, many marketers have been enamored with a powerful marketing analytics tool—Datorama, now known as Salesforce Marketing Cloud Intelligence (MCI). Regarded as one of the most seamless solutions for unifying data across multiple sources, MCI was built by marketers for marketers. It enables users to effortlessly combine data, generate reports, and build dashboards using plain language and pre-built data models. Whether for simple smart-lens dashboards or complex automated reporting triggered by specific events, MCI has been a game-changer. To the delight of marketers everywhere, Salesforce announced on March 18, 2025, a new evolution of the tool: Marketing Intelligence (MI). Built on the Salesforce Platform, MI takes the best of MCI and integrates it with Data Cloud’s unified architecture while introducing agentic AI features that deliver actionable, conversational insights. So, without further ado, let’s explore this exciting new tool. What Is Marketing Intelligence? Marketing Intelligence (MI) is a new Salesforce application designed to simplify marketing data management, deliver trustworthy insights, and maximize marketing ROI. Built on Data Cloud and deeply connected to the Salesforce ecosystem, MI is fully extensible—equipping marketers with everything they need to create powerful, meaningful dashboards with minimal effort. Data Cloud for Marketers, Made Easy One of the standout features of MCI has always been its AI-powered data mapping, which auto-populates based on past usage and logical predictions. Additionally, many APIs come with prebuilt models, reducing the need for manual configuration. These capabilities have helped marketers transition smoothly into data modeling and dashboarding without requiring deep technical expertise. Happily, MI retains and enhances these features. Users can upload a TotalConnect file (a flat file of their choice) or connect via API—with options like Google Ads available at launch and more integrations coming soon. Selecting a connection like Google Ads pulls in formatted data, ready for quick mapping, allowing users to build dashboards in just three clicks. Clean, Intuitive Dashboards MI’s dashboards are sleek, fast-loading, and prebuilt—yet fully customizable. A major upgrade over MCI is the inclusion of generative AI summaries, which analyze campaigns and highlight what’s working (and what isn’t). This feature represents the future of dashboarding: not just displaying data trends but explaining them in plain language and suggesting next steps. Marketers can even ask their AI agent to take action based on these insights, streamlining optimization like never before. This functionality is particularly valuable in large implementations where different users extract different insights from the same dashboard. Instead of manually interpreting data, marketers can now ask their AI agent for recommendations—saving time and reducing guesswork. Harmonized Data Across Channels The core goal of any marketing analytics tool—whether Data Cloud, MCI, or MI—is to unify cross-channel data into actionable insights. Beyond standardized API mapping, MI harmonizes fields across datasets and uses a semantic model to logically connect data (e.g., aligning campaign names across paid media, CRM, and other tools—even when naming conventions differ). For Existing MCI Users: What’s New? Many longtime MCI users may wonder: Can a new version really live up to the original? The answer? Absolutely. Here’s why: 1. Normalization, Simplified In MCI, joining messy and clean data often requires manual effort—using formulas or restructuring campaigns. MI changes that. With Einstein AI-powered normalization, users can automatically standardize data without manual adjustments, making cross-channel reporting smoother than ever. 2. Semantic Modeling Flexibility While MCI offers prebuilt data models, MI introduces semantic modeling, allowing users to define custom relationships across datasets. This means greater flexibility in structuring data, adding fields, and evolving models as business needs change—all while maintaining seamless integration with Salesforce objects. 3. ROI & Attribution, Supercharged The best MCI implementations tie cost/engagement data to real ROI. MI takes this further by integrating with Sales Cloud objects, enabling clearer ROI visualization. Additionally, attribution modeling is now more robust, with support for first- and last-touch attribution—helping marketers validate performance and optimize spend. For New Users: Why Choose MI? 1. Best-in-Class Data Harmonization MCI has long been the gold standard for unifying marketing data. Now, MI enhances this with Data Cloud integration, AI normalization, and three-click setup—making it the ultimate solution for marketers. 2. Smarter, Faster Visualizations While MCI offers strong visualization options, MI improves on two key pain points: 3. Unmatched Customization Want to dynamically rename campaigns, merge traffic sources, or filter data based on custom logic? MI makes it possible with pattern extraction, semantic-layer calculated fields, and Einstein normalization—giving marketers unprecedented control. A New Era for Marketing Analytics Marketing Intelligence launched on March 18, 2025 (requiring Data Cloud and MI licenses). Marketers eager to explore this next-generation tool should contact their Salesforce account executive. MI represents a leap forward in intelligent dashboarding, streamlining marketing data in ways MCI only hinted at. For data-driven marketers, the future is here—and it’s more powerful than ever. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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B2B Customer Service with Agentforce

Agents are the Future of Customer Engagement

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

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Salesforce Marketing Intelligence

Salesforce Marketing Intelligence

Introducing Marketing IntelligenceYour AI-powered marketing analytics solution built on the Salesforce Platform to enhance campaign performance and eliminate wasted spend. OverviewAccessing, harmonizing, and analyzing marketing data remains a highly manual and time-intensive process. Many marketers spend up to a week each month collecting, cleansing, and modeling data for reporting and analysis. As a result, nearly 41% of marketers’ time is consumed by repetitive tasks, leading to delayed performance reporting—when it’s too late to make optimizations that reduce waste and enhance customer value. Marketing Intelligence, our native Salesforce marketing analytics solution, addresses these challenges. Leveraging Data Cloud, Agentforce, Einstein AI, and Tableau Next, it continuously integrates, harmonizes, and transforms third-party marketing performance data into actionable insights—enabling marketers to optimize campaign spend and performance effortlessly. How Marketing Intelligence WorksMarketing Intelligence empowers marketers to seamlessly manage, analyze, and act on performance data—ensuring data-driven decisions that maximize ROI with minimal manual effort. Manage Your Data Marketing Intelligence automates data management with prebuilt connectors, AI-powered enrichment, and a marketing-specific semantic data model. Marketers can connect and harmonize performance data in just three clicks. See a full demo Understand Your Data Marketing Intelligence accelerates insights with out-of-the-box dashboards, built-in attribution reporting, and Agentforce-powered campaign optimization. Act on Your Data Leverage Agentforce to autonomously optimize campaigns around your business goals, 24/7. “We see potential with the future of Marketing Intelligence to drive faster results and deeper analysis by utilizing AI and Agentforce to enhance the platform’s analytical capabilities.”— Spike Therrien, Performance Marketing Lead, Land O’Lakes What’s NextWe’re expanding our unified data and Agentforce capabilities to provide a holistic view of marketing performance across paid, owned, and earned media—directly within the app. Upcoming enhancements include: Stay ahead of the curve with Marketing Intelligence—your AI-powered marketing analytics solution designed to drive efficiency and maximize campaign impact. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Foundations Announced

Salesforce Foundations

Salesforce Foundations: Your Essential CRM Power-Up Transform Your CRM with Unified Capabilities Salesforce Foundations delivers a powerful suite of integrated features that enhance your existing CRM with no additional cost. Available on a limited basis in Summer ’24, this offering provides: ✔ 360° Customer Insights – Unified profiles powered by Data Cloud✔ Cross-Cloud Productivity – Streamlined workflows across sales, service, marketing, and commerce✔ Adaptable Interface – Configurable UX improvements to match your operational needs Contact your Salesforce account executive to enable Foundations in your org Core Capabilities by Function Sales Acceleration Service Excellence Data Intelligence Commerce Tools Marketing Power Implementation Guide Eligibility & Activation Key Considerations Why Customers Choose Foundations “After implementing Foundations, we reduced our sales cycle by 15% through better visibility into customer interactions across teams,” reports Michael Chen, Revenue Operations Director at TechCorp. Productivity Benefits Getting Started Transform your CRM experience today – Foundations delivers enterprise-grade capabilities without enterprise complexity. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Agentforce Details

Deploy Autonomous AI Agents

Agentforce: Deploy Autonomous AI Agents on the Salesforce Platform Agentforce empowers businesses to deploy autonomous AI agents that enhance productivity, customer experience, and operational efficiency. These AI agents act as an intelligent layer on the Salesforce Platform, working 24/7 to analyze data, make decisions, converse naturally, and execute multi-step workflows—all while aligning with your business needs. With Agentforce, you get:✔ AI Agent Builder – Customizable tools to design and deploy agents✔ Prebuilt Use Cases – Ready-to-deploy solutions for sales, service, marketing, and more✔ Scalable Autonomy – Agents that learn, adapt, and operate independently within defined guardrails Planning Your AI Agent: Key Considerations Before deploying an AI agent, carefully evaluate: 1. Use Case Definition & Scope 2. Business Value & Impact 3. Decision-Making & Autonomy 4. Risk & Guardrails 5. Data Readiness What Makes a Strong AI Use Case? Criteria Key Questions Value Will the AI agent improve efficiency, accuracy, or experience? Work Definition Can the task be clearly defined with structured steps? Decision-Making Can the AI operate autonomously within set rules? Risk Management Does the use case comply with security and regulatory needs? Data Quality Is the necessary data available and reliable? Next Steps: Deploying AI Agents Successfully Ready to Get Started? Agentforce lets you build an AI agent in days—but thoughtful planning ensures long-term success. Begin with a focused use case, validate quickly, and scale intelligently. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Data Cloud

Maximizing Salesforce Data Cloud

Maximizing Salesforce Data Cloud: Post-Implementation Strategies for Long-Term Success The Fastest-Growing Salesforce Product Salesforce Data Cloud is seeing explosive growth, with a 130% year-over-year increase in paid customers. In just one quarter, it processed an astonishing 2.3 quadrillion records—a 147% jump from the previous year. Businesses leveraging Data Cloud have seen a 165% boost in web engagement, with major brands like The Adecco Group, Aston Martin, and FedEx using it to strengthen customer relationships and drive growth. The Power of Data Cloud: Turning Information into Action What makes Salesforce Data Cloud so impactful is its ability to unify vast amounts of data, creating 360-degree customer profiles and transforming insights into action. But unlocking its full potential doesn’t stop at implementation—it requires ongoing optimization to keep your data clean, your systems efficient, and your AI models accurate. Post-Implementation Best Practices for Salesforce Data Cloud Once your Salesforce Data Cloud is up and running, the next step is ensuring long-term performance and business value. Here’s how to optimize and sustain your Data Cloud investment: 1. Maintain Data Integrity with Ongoing Quality Management 2. Optimize System Performance for Speed and Efficiency 3. Drive User Adoption with Tailored Training 4. Strengthen Data Governance and Compliance 5. Proactively Manage and Optimize Integrations 6. Refine Customer Segmentation for More Personalization 7. Keep AI and Predictive Models Up to Date 8. Measure ROI and Optimize for Business Impact 9. Foster a Data-Driven Culture Through Clear Communication 10. Stay Agile with Continuous Innovation and Community Engagement Conclusion: The Real Value of Data Cloud Begins After Implementation Salesforce Data Cloud is at the heart of next-gen customer engagement, but its true impact lies in how well you maintain and optimize it. Success depends on:✅ Involving key stakeholders in ongoing improvements✅ Enforcing strong data governance for security and accuracy✅ Continuously refining processes to adapt to changing business needs By committing to post-implementation optimization, your organization can stay agile, data-driven, and ahead of the competition—ensuring that Salesforce Data Cloud delivers maximum value now and in the future. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Why Its Good to be Data-Driven

The Power of Data-Driven Decision Making Success in business hinges on the ability to make informed decisions. Every operational aspect, from minor choices like office furniture selection to critical investments such as multi-million-dollar marketing campaigns, is shaped by a series of interrelated decisions. While instinct and intuition may play a role, most business choices rely on relevant data—covering aspects such as objectives, pricing, technology, and potential risks. However, excess irrelevant data can be just as detrimental as insufficient accurate data. Why Its Good to be Data-Driven organization… The Evolution of Data-Driven Decision Making Organizations that prioritize data-driven strategies rely on accurate, relevant, complete, and timely data. Simply amassing large volumes of information does not equate to better decision-making; companies must democratize data access, ensuring it is available to all employees rather than limited to data analysts. The practice of using data to inform business decisions gained traction in the mid-20th century when researchers identified decision-making as dynamic, complex, and often ambiguous. Early techniques like decision trees and prospect theory emerged in the 1970s alongside computer-aided decision-making models. The 1980s saw the rise of commercial decision support systems, and by the early 21st century, data warehousing and data mining revolutionized analytics. However, without clear governance and organizational policies, these vast data stores often fell short of their potential. Today, the goal of data-driven decision-making is to combine automated decision models with human expertise, creativity, and critical thinking. This approach requires integrating data science with business operations, equipping managers and employees with powerful decision-support tools. Characteristics of a Data-Driven Organization A truly data-driven organization understands the value of its data and maximizes its potential through structured alignment with business objectives. To safeguard and leverage data assets effectively, businesses must implement governance frameworks ensuring compliance with privacy, security, and integrity standards. Key challenges in establishing a data-driven infrastructure include: The Benefits of a Data-Driven Approach Businesses recognize that becoming data-driven requires more than just investing in technology; success depends on strategy and execution. According to KPMG, four critical factors contribute to the success of data-driven initiatives: A data-driven corporate culture accelerates decision-making, enhances employee engagement, and increases overall business value. Integrating ethical considerations into data usage is crucial for mitigating biases and maintaining data integrity. Transitioning to a Data-Driven Business With the rapid advancement of generative AI, data-driven organizations are poised to unlock trillions of dollars in economic value. McKinsey estimates that AI-driven decision-making could add between .6 trillion and .4 trillion annually across key sectors, including customer operations, marketing, software engineering, and R&D. To successfully transition into a data-driven organization, companies must: By embracing a data-driven model, organizations enhance their ability to make automated yet strategically sound decisions. With seamless data integration across CRM, ERP, and business applications, companies empower human decision-makers to apply their expertise to high-quality, actionable insights—driving innovation and competitive advantage in a rapidly evolving marketplace. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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