ROI - gettectonic.com - Page 4
demand generation web use cases for personalization
03Mar

Demand Generation Web Use Cases for Personalization

Utilize effective personalization techniques adopted by businesses in online campaigns to stimulate demand generation. The term “demand generation” has somewhat faded from the marketing lexicon due to the emphasis on analytics, AI, and metrics for lead conversion. However, where does personalization fit into the broader scope of demand generation? Demand generation web use cases for personalization. Personalization plays a pivotal role in various aspects of demand generation: In lead nurturing, personalization is equally vital: Moreover, personalization is instrumental in lead acquisition efforts by delivering relevant experiences to all of your prospects. To effectively implement personalization, real-time insights into individual behaviors and interactions are essential. A comprehensive personalization solution should unify data from various channels and systems, enabling seamless cross-channel personalization. This includes “stitching” together anonymous and known user profiles, integrating data with complementary systems like CRMs and marketing platforms, and facilitating real-time omni-channel personalization. The key to successful personalization lies in understanding and addressing each individual’s unique needs and preferences. By adopting a customer-centric approach and setting clear objectives aligned with business goals, organizations can leverage personalization to enhance customer experiences, boost conversion rates, and drive measurable business growth. To execute a successful personalization strategy, organizations must: By following these steps and continuously optimizing personalization efforts, organizations can build stronger customer relationships, drive business growth, and maximize marketing ROI. Website personalization serves as the starting point for many companies embarking on their personalization journey. This entails ensuring that returning visitors encounter pages tailored to their previous experiences or recent purchases. It can also involve presenting new customers with product recommendations based on their current browsing session. The return on this initial investment can be substantial, with many companies witnessing a significant increase in conversion rates, sometimes by as much as 50% or more. For instance, a site converting 2% of visitors might see that figure rise to 3%, a dream scenario for digital marketers. Moreover, this boost in conversion rates can have far-reaching effects across marketing programs, leading to a reduction in overall customer acquisition costs. Tectonic now offers Personalization Implementation Solutions. The next stage in personalization maturity involves integrating a customer’s web and email experiences. This seamless connection between two major channels for customer engagement brings organizations closer to achieving an omni-channel personalization experience. Timely and relevant follow-up messages after a customer’s website visit or purchase can deepen relationships and enhance lifetime value without significant additional marketing expenditure. Finally, the ultimate goal is to extend personalization across all channels, ensuring consistent and tailored experiences wherever customers interact with your brand. However, achieving this can be challenging due to fragmented customer data across multiple channels, teams, and systems. An effective personalization solution should consolidate and synthesize this cross-channel information by maintaining unified customer profiles and enabling real-time omni-channel personalization. Testing is a crucial aspect of successful personalization efforts, allowing organizations to optimize campaigns and maximize engagement, conversions, and revenue. A robust personalization solution should facilitate A/B testing, measuring lift over control, evaluating impacts against specific goals, and filtering results by segment. Effective website personalization lays the foundation for broader personalization efforts across channels. By seamlessly integrating web and email experiences and extending personalization to all touchpoints, organizations can deliver tailored experiences that drive engagement, loyalty, and ultimately, business growth. By Tectonic’s Salesforce Marketing Platform Architect Shannan Hearne Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

Read More
March 3, 2024in Einstein Insights, Generative AI, Salesforce, Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Sales Cloud
Salesforce Pro Suite
20Feb

Salesforce Pro Suite

Revolutionizing CRM: Introducing Salesforce Pro Suite In today’s dynamic business technology landscape, Salesforce has established itself as a leader in customer relationship management (CRM) solutions. The launch of Salesforce Pro Suite marks a significant milestone in their mission to empower businesses with cutting-edge tools designed to optimize operations, enhance customer engagement, and drive growth. This article explores the features, benefits, and potential of Salesforce Pro Suite, showcasing why it stands out as a transformative solution for businesses of all sizes. What is Salesforce Pro Suite? Salesforce Pro Suite is a comprehensive collection of integrated tools and services designed to augment the capabilities of Salesforce’s CRM platform. Tailored for modern businesses—from startups to large enterprises—it incorporates advanced functionalities such as artificial intelligence (AI), automation, and data analytics to boost productivity, foster collaboration, and facilitate informed decision-making. Unlock growth and deepen customer relationships with Pro Suite—the all-in-one CRM suite with marketing, sales, service, and commerce tools that scale with your business. Get the flexibility to automate tasks and customize your CRM to fit your specific needs with Pro Suite. Key Features of Salesforce Pro Suite Benefits of Salesforce Pro Suite Use Cases of Salesforce Pro Suite What Can You Do with Pro Suite? Conclusion Salesforce Pro Suite represents a significant advancement in CRM technology, offering a comprehensive suite of tools that cater to the diverse needs of modern businesses. By harnessing AI, automation, and advanced analytics, Pro Suite empowers organizations to optimize operations, enhance customer engagement, and make informed, data-driven decisions. Whether you’re a small startup or a large enterprise, Salesforce Pro Suite provides the scalability, flexibility, and security required to thrive in today’s competitive landscape. 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

Read More
February 20, 2024in Artificial Intelligence, Data, Enterprise, Salesforce, Technology
Salesforce Developer Toolkit
16Jan

Salesforce Developer Toolkit

Have you ever been overwhelmed by a complex project with numerous tasks and deadlines? I felt the same until I discovered Salesforce tools. One afternoon, a colleague introduced me to these tools, and everything changed. Suddenly, I could manage my work more effectively, collaborate better with my team, and consistently deliver outstanding results. Salesforce tools completely transformed the way I work. They showed me that with the right technology, teams don’t just meet expectations—they exceed them, driving better business performance. Let’s explore how Salesforce tools can lead to better development outcomes and help you stay ahead of the competition. Key Takeaways Understanding Salesforce Development Tools Diving into Salesforce development tools reveals how essential they are for boosting productivity and streamlining processes. Each tool plays a unique role in making Salesforce adaptable for developers. For instance, using the Salesforce Developer Edition allows me to test apps without real data, helping me create better solutions. Scratch Orgs provide a space to develop apps for specific needs, offering flexibility in my work. The Salesforce CLI simplifies managing and integrating different tools, enhancing my overall development workflow. By learning and mastering these tools, I’ve significantly improved my technical skills, gaining confidence to tackle various projects knowing I have the right tool for each task. Key Benefits of Using Salesforce Tools Salesforce tools have revolutionized how we work and engage with clients. One of the standout benefits is the clear visibility into customer data. This makes our interactions more personalized and effective, as everyone on the team has access to the necessary customer information. Team collaboration also becomes more seamless. Sharing vital information removes delays, streamlining the development process and ensuring we all work towards the same goals. Automation is another game-changer. It reduces manual tasks, allowing us to focus on high-value activities. Companies that embrace these tools often see improved sales and overall business performance. Salesforce Tools for Better Development The right tools can transform your development process. Salesforce tools enhance every aspect, from understanding customer needs to improving team collaboration. By making both teams and customers more visible, these tools lead to better strategies and outcomes. Improved Customer Visibility Customer insight is crucial to business success. Salesforce tools provide immediate access to customer data, enabling us to tailor services to meet their needs. I can now predict trends and respond quickly, enhancing the customer experience. This visibility also allows businesses to adjust plans rapidly, leading to faster improvements. Enhanced Collaboration Across Teams Collaboration is key to success. Salesforce tools enable seamless communication and information sharing across teams, reducing errors and making development smoother. As teams work more efficiently together, productivity rises, and customer satisfaction improves. These tools have fundamentally changed how my team operates, driving us toward our goals. Getting Started with Salesforce Tools When I began exploring Salesforce tools, I realized how crucial it was to understand the setup process. It’s not just about choosing the right tool—it’s about selecting one that aligns with your business needs. I spent considerable time researching and selecting the best tools for my organization, which resulted in smoother operations. Setting up accounts in an organized manner also prevented potential issues down the line. Training was equally important. I provided my team with comprehensive resources and hands-on experience with Salesforce tools. This approach ensured everyone was prepared to use the tools effectively and enhance our productivity. Salesforce Developer Toolkit For a Salesforce developer, the Salesforce Developer Toolkit is essential to improving workflow and productivity. Using the right tools significantly enhances both efficiency and output quality. Essential Tools for Every Salesforce Developer The toolkit includes indispensable tools like the Developer Console and Salesforce Extensions for Visual Studio Code. These make coding easier and allow for better testing and debugging. The Ant Migration Tool is invaluable for transferring project components, tracking changes, and deploying updates seamlessly. Streamlining Development Processes with Salesforce By utilizing the Salesforce Developer Toolkit, I’ve accelerated development processes. Integrated environments and robust command-line interfaces make app deployment faster. These tools enhance my coding efficiency, allowing me to deliver exceptional Salesforce apps to clients with speed and precision. Top Salesforce Tools to Consider When starting with Salesforce, it’s essential to identify the tools that best meet your needs. Salesforce Lightning, Salesforce CLI, and Workbench stand out for their powerful features and benefits. Salesforce Lightning Salesforce Lightning simplifies app development with its intuitive interface. Its drag-and-drop functionality enables quick assembly of components, allowing me to focus on adding value rather than technical complexities. Salesforce CLI For developers who prefer command-line interfaces, Salesforce CLI is an excellent choice. It automates tasks, improves workflow efficiency, and reduces errors, ultimately enhancing productivity. Workbench and the Ant Migration Tool Workbench is a versatile tool for managing data and running SOQL queries, making it a favorite among developers. The Ant Migration Tool ensures smooth metadata transfers between Salesforce environments, ensuring seamless development. Optimizing Salesforce Development Processes Optimizing development in Salesforce involves improving efficiency and productivity. Automated testing, for instance, simplifies repetitive tasks, allowing developers to focus on more complex challenges. Using scratch orgs for feature branches is another winning strategy. It enables developers to work on new features without affecting the main codebase—a must in fast-paced environments. Agile methodologies also transform development processes. Iterative practices ensure that workflows stay up-to-date with evolving requirements, and continuous feedback drives consistent improvement. Integrating Third-Party Tools with Salesforce When enhancing my Salesforce setup, I often consider third-party integrations. Salesforce AppExchange offers a variety of apps that can be tailored to fit specific business needs. This flexibility is invaluable. Salesforce API integration makes it easy to connect Salesforce with other apps, allowing for better data management and automation. By leveraging these integrations, I’ve enhanced workflows and improved efficiency across the board. Best Practices for Enhancing Salesforce Development Maximizing Salesforce development success depends on following best practices, such as leveraging automation and community resources. Automating Routine Tasks with Salesforce Tools Automation is central to my daily routine. Tools like Process Builder and Workflow automate repetitive tasks, saving time

Read More
January 16, 2024in Data, Salesforce, Technology
The State of Loyalty
10Oct

The State of Loyalty

You’ve likely seen the headlines proclaiming “Loyalty is dead,” reflecting declining customer and brand loyalty, exacerbated by post-pandemic shifts and uninspiring loyalty programs. As of 2022, active participation in loyalty programs has dropped, indicating a disconnect between consumer expectations and program offerings. The State of Loyalty. The issue lies with outdated and repetitive loyalty programs that fail to evolve with consumer needs. Many programs offer little beyond basic incentives like points or discounts, which no longer suffice in a saturated market where every brand seems to offer a similar scheme. Modern consumers demand mutual loyalty: personalized interactions, anticipation of needs, and alignment with personal values. To meet these expectations, companies are redefining loyalty success. A significant 82% plan to increase investment in loyalty programs, focusing on deeper connections that foster lasting customer loyalty. Redefining Loyalty: Permanence: Brands strive to maintain a permanent position in consumers’ minds, becoming their default choice in a competitive landscape. Forgiveness: Strong existing trust allows brands to recover from mistakes without losing loyal customers. Championship: Beyond advocacy, customers champion brands by recommending them to their closest networks, cementing their personal reputation with the brand’s reliability. Loyalty Model Options: Four baseline models—Transactional, Experiential, Experience-led, and Perpetual—guide loyalty strategies, each offering unique outcomes based on customer engagement and program design. Transactional Loyalty: Rewards based on purchases, enhancing customer lifetime value, purchase frequency, and brand preference. Experiential Loyalty: Emotional connections through personalized experiences, enhancing spending and earned media ROI. Experience-led Loyalty: Anticipating customer needs through enhanced interactions across the customer journey, fostering efficiency and scalability. Perpetual Loyalty: Seamless integration into daily life, aligning brand purpose with customer values, and overcoming operational challenges through targeted design and personalization. Operational Considerations: Successful loyalty strategies require alignment across vision, investment, and operational capabilities, spanning experience, data, technology, organization, process, and monetization. Key Recommendations: Conclusion: Building a successful loyalty strategy requires a comprehensive understanding of customer dynamics and a commitment to adaptability. Beyond mere programs or platforms, true loyalty inspires enduring customer actions—commitment, advocacy, and forgiveness—that reflect a brand’s ability to co-create value with its customers. Explore diverse loyalty models to meet these evolving consumer demands and secure lasting brand loyalty in today’s dynamic market. Content updated March 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

Read More
October 10, 2023in Salesforce Optimization, Salesforce Sales Cloud
Sales Enablement in an AI World
17Sep

Sales Enablement in an AI World

The New Era of AI-Driven Sales Enablement The era of AI-driven sales is upon us. More than 60% of sales and service professionals believe that generative AI will enhance their ability to serve customers effectively. AI-powered tools are already transforming the sales landscape by automating routine tasks and boosting productivity, ultimately driving sales and improving customer experiences. Sales Enablement in an AI World. AI is set to completely reshape the sales function, including the way we train and educate sales teams. Traditional Sales Enablement Historically, organizations have relied on generic sales enablement programs that provided “set it and forget it” content to the entire sales force, regardless of the specific challenges individual sellers faced. While some training was tailored to specific roles, personalizing content at scale was not feasible. Organizations generally expected sellers to learn the same foundational content at the same pace and in the same manner. Enterprises invested significantly in these programs but had little ability to measure the impact of their investments. ROI was often assessed based on whether sales team members completed training courses, rather than on their ability to apply new learnings to close deals. It’s no surprise that sales reps often viewed enablement as a box to check off in the process, not a path to growth. Thanks to AI, that perspective is changing. AI-Powered Enablement in Action AI and data are revolutionizing sales enablement by delivering more personalized and effective training and helping organizations understand the true impact of their investments. Companies can now monitor and adjust enablement programs in real time, using metrics like win rates, pipeline generation, average contract value (ACV), and customer satisfaction to continually refine their programs and drive business results. AI allows sales reps to access enablement programs seamlessly within their daily workflows. It facilitates hyper-personalization by aligning training with an individual’s past performance, strengths, and areas for growth. Organizations can adopt a data-driven approach to identify the challenges individual sellers face and automatically provide personalized guidance to boost productivity and help close specific deals. The Groundwork for AI-Powered Enablement Companies are understandably eager to reap the benefits of AI, but their approach must be thoughtful, outcome-focused, and powered by a robust data strategy. Effective AI-powered sales enablement requires well-connected and organized data. A strong data strategy helps organizations understand what works and what doesn’t in their sales processes. Data enables companies to identify the most effective sales tactics and share these insights with their teams—from targeting the prospects most likely to buy, to crafting compelling offers for specific individuals, to listening for cues that help overcome objections. Companies must adopt a values-driven, human-first approach to integrating AI into their sales and enablement processes. Leaders should proactively communicate that AI is not a replacement for the human connections that drive sales. Instead, AI supports salespeople by offering real-time feedback to refine sales pitches, follow-up notes, and perform mundane tasks, thereby giving sales teams more time and resources to excel in understanding customer pain points, presenting solutions, and building trust. To thrive in this AI-powered world, organizations must invest in both AI technology and the continued development of their people, especially the teams directly impacting the bottom line. Sales Enablement in an AI World isn’t the future. It is here. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

Read More
September 17, 2023in Generative AI, Salesforce Sales Cloud
multi-channel campaigns
11Aug

Multi-Channel Campaigns

Leveraging Salesforce for Multi-Channel Campaign Management with Tectonic In today’s dynamic marketing landscape, businesses need to connect with their audience across multiple channels—email, social media, web, and beyond. Managing these campaigns effectively can feel like juggling too many balls at once, especially when aiming to maintain consistent messaging, track performance, and maximize ROI. That’s where Salesforce, paired with expertise from Tectonic, makes all the difference. Salesforce simplifies multi-channel campaign management, helping businesses stay organized, boost engagement, and achieve measurable results. Let’s dive into how this powerful platform, supported by Tectonic’s expertise, takes campaign management to the next level. The Challenge Marketing teams often face obstacles like: The Solution: Streamlined Multi-Channel Campaign Management Salesforce, with Tectonic as your trusted partner, transforms the complexity of multi-channel campaigns into a streamlined and effective process. By integrating channels, automating workflows, and delivering real-time insights, businesses can engage their audience and achieve exceptional results. 1. Centralized Campaign Planning Salesforce Marketing Cloud provides a centralized platform for planning and managing campaigns across channels—email, SMS, social media, and paid ads—all from one dashboard. This unified view ensures messaging and branding stay consistent while fostering seamless collaboration across teams. Tectonic enhances this process by ensuring your Salesforce environment is optimized for your specific needs. 2. Personalized Messaging at Scale Salesforce’s AI-powered tools, such as Einstein AI, analyze customer data to craft personalized content for every audience segment. These tools allow businesses to create tailored emails, ads, and social media posts that resonate with specific groups. With Tectonic’s guidance, you can implement personalization strategies that drive engagement and conversions to new heights. 3. Real-Time Performance Tracking Salesforce consolidates campaign performance data into a single platform, providing real-time metrics like open rates, click-through rates, social engagement, and conversions. Customizable dashboards allow your team to monitor results at a glance, enabling quick adjustments for maximum impact. Tectonic can help design these dashboards for clarity and actionable insights. 4. Automation for Efficiency Managing multi-channel campaigns involves countless tasks, but Salesforce automates processes such as scheduling, triggering emails, and personalizing messaging based on user behavior. By streamlining these repetitive tasks, your team can focus on creativity and strategy. Tectonic’s expertise ensures these automations are tailored to fit your business workflows perfectly. 5. Seamless Integration Across Channels Salesforce integrates with platforms like Google Ads, Facebook, LinkedIn, and Instagram, consolidating data into one ecosystem. This eliminates the need for manual data collection, saving time and improving accuracy. Tectonic ensures these integrations are set up seamlessly, so you can focus on running impactful campaigns. Strategies for Success with Salesforce Why Tectonic + Salesforce? Tectonic combines deep Salesforce expertise with a keen understanding of marketing challenges to help you fully unlock the platform’s potential. Together, Salesforce and Tectonic empower businesses to achieve more efficient, impactful, and ROI-driven campaigns. Ready to revolutionize your multi-channel marketing strategy? Let Tectonic guide you to Salesforce success. Content updated December 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 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

Read More
August 11, 2023in AI Tools, Data, Google, Salesforce, Salesforce Marketing Cloud
Shifting KPIs With Real-Time Intelligence
25Apr

Shifting KPIs With Real-Time Intelligence

Marketing without metrics is akin to driving blindfolded. To gauge the effectiveness of their efforts, marketers are investing in analytics capabilities to gain a precise understanding of how their messages, campaigns, and marketing expenditures impact their objectives. The ability to swiftly unlock these insights empowers marketers to promptly address customer needs and make well-informed decisions to propel business growth. This is bringing about Shifting KPIs With Real-Time Intelligence In contrast to 61% of underperforming marketers, a significant 72% of high-performing marketers can analyze marketing performance in real time. This real-time analysis provides them with a distinct advantage in responding to and optimizing campaign performance. However, a notable 33% of marketers still rely on manual processes for marketing attribution, a figure that has seen marginal improvement from 34% in 2020. In 2022, 68% of marketers claim they can analyze marketing performance in real time. For organizations aiming to enhance efficiency and maximize value, identifying the right metrics to track is imperative. As marketing budgets face rigorous scrutiny, analytics offer leaders the insights needed to optimize spending and reduce acquisition costs, reinforcing the value of marketing efforts. Shifting KPIs With Real-Time Intelligence The landscape of analytics has expanded, with marketers now monitoring a comprehensive set of metrics, including year-over-year revenue and customer satisfaction. Personalization and customer touchpoints have gained prominence, leading to increased tracking of web/mobile analytics, content engagement, and customer lifetime value. Marketers are now monitoring an extensive array of key performance indicators (KPIs), encompassing revenue, customer satisfaction metrics (CSAT), web and mobile analytics, customer acquisition costs, B2B sales funnel statistics, content engagement, customer retention rates, customer referral rates, and customer lifetime value. Despite the growing sophistication in tracking various metrics, marketers highlight measuring marketing ROI/attribution as their second most significant challenge. This indicates a continued need for streamlining the reporting process to enhance efficiency and effectiveness. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

Read More
April 25, 2023in Salesforce Einstein
Salesforce Security and Privacy
02Nov

Salesforce Security and Privacy

Tailor Salesforce security and privacy add-on solutions to fit your specific company needs, covering essential aspects such as monitoring and masking sensitive data, implementing backups to prevent accidental or malicious data loss, and ensuring compliance with evolving privacy, encryption, and data residency regulations. Maintaining data privacy and compliance is made easier with user-friendly tools that streamline processes in Salesforce. Reduce compliance costs and enhance customer data protection by automating data subject requests, managing consent efficiently, and consolidating identities into a single profile. Simplify privacy management while safeguarding customer data effectively. Protecting data in production involves various strategies to meet legal obligations and minimize risk. Utilize methods such as randomization for unique data, hardcoding for static values, and deletion when data is unnecessary. Additionally, minimize storage in your production org by automatically deleting old records and files, removing audit data, and implementing hard deletion when appropriate. Automate data subject requests to save time and ensure efficient processing. Create policies to fulfill Right To Be Forgotten and Data Subject Access Requests automatically, monitor request progress, and utilize Privacy Hold to prevent data anonymization or deletion. Streamline customer consent management with Preference Manager, capturing customer preferences to maintain compliance and trust. Use customizable templates for consent forms, enable customers to update preferences easily, and integrate responses into the Salesforce Consent Data Model for consistency. Secure access management and unify customer identities across diverse sources. Administer customer profiles seamlessly within Salesforce, tailor customer journeys across various channels, and enhance personalization. Implement Passwordless Login for a simplified registration and access experience, catering to mobile-first markets and enhancing user convenience. Enable Social Sign On to streamline registration using familiar social credentials, reducing friction and improving the overall user experience. Maximize ROI with Salesforce’s Success Ecosystem, offering support, expert guidance, and resources to unlock the full potential of your investment. Salesforce prioritizes security and transparency, providing robust data processing mechanisms and privacy commitments to ensure compliance with data protection laws. As the leading CRM platform, Salesforce empowers organizations to build trust while leveraging data intelligence to enhance customer experiences. Embrace a Zero Trust security strategy, grounded in the principle of least privilege, to fortify your organization’s security posture. Implementing Zero Trust requires continuous authentication and restricting access to essential resources, mitigating the risk of unauthorized network access. Adhere to the Principle of Least Privilege within your Salesforce org by granting minimal permissions necessary for users’ roles. Conduct regular privilege audits to prevent over-privileged users and maintain compliance with security best practices. Stay informed about upcoming changes, such as the end-of-life of permissions on profiles, and explore additional security measures to strengthen your Salesforce instance’s security further. Ensure data security at rest with encryption-enabled databases and adherence to regional data laws, such as GDPR. Salesforce’s secure server environment and robust firewall technologies protect customer data from external intruders. In order to keep your data secure and private, prioritize data privacy and security in your Salesforce implementation by leveraging tailored solutions, adopting best practices, and fostering collaboration between your organization, Salesforce, and security teams. For assistance doing an audit of your system’s security or adding security features, contact Tectonic today. Content updated March 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 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

Read More
November 2, 2022in Data, Laws, Salesforce
Marketing Cloud Admins
31Aug

Marketing Cloud Admins

Salesforce Marketing Cloud Administrators play a key role in ensuring the success of an organization’s marketing efforts. Their responsibilities span system configuration, data management, campaign development, and execution. These professionals need a blend of technical expertise, strategic thinking, and keen attention to detail to effectively manage and optimize the Marketing Cloud environment. System Configuration and AdministrationMarketing Cloud Admins are responsible for setting up and configuring user accounts, defining roles and permissions, and customizing the system to meet specific organizational needs. They stay current on Salesforce updates, conducting system audits to maintain security and performance. Admins also oversee platform customization, aligning it with business goals. Data Management and SegmentationEffective data management is crucial for personalized marketing. Admins manage data imports, exports, and integration with other systems, ensuring data cleanliness and compliance with privacy regulations. They create audience segments based on specific criteria to enable targeted campaigns. Campaign Development and ExecutionAdmins work closely with marketing teams to develop and execute email, SMS, and social media campaigns. They set up customer journeys, implement automation, and ensure campaigns are delivered as planned. Monitoring performance and analyzing metrics allows admins to optimize campaigns and provide insights for future strategies. Integration and AutomationAdmins integrate Marketing Cloud with CRM systems, e-commerce platforms, and third-party apps. They streamline workflows by automating processes through tools like Journey Builder and Automation Studio, ensuring data consistency and efficiency. Troubleshooting and SupportAdmins provide technical support and troubleshoot issues related to system errors, data synchronization, and campaign delivery. They collaborate with Salesforce support to resolve complex problems, ensuring smooth operations and minimal downtime. Training and DocumentationTraining users on Marketing Cloud tools and developing comprehensive documentation are also key responsibilities. Admins ensure users are well-versed in the platform’s features and best practices, helping maintain consistent performance across teams. Monitoring and ReportingAdmins track key performance indicators (KPIs) and generate reports to analyze campaign success. By using tools like Analytics Builder, they offer data-driven insights that help improve marketing strategies and align them with business objectives. Skills Required for Salesforce Marketing Cloud AdminsAdmins must have strong technical aptitude, familiarity with Salesforce tools like Email Studio and Journey Builder, and proficiency in SQL, HTML, and APIs for system integration. Problem-solving skills are critical for diagnosing and resolving issues, and data management expertise is essential for organizing and analyzing marketing data. FAQs: If you are in need of Marketing Cloud assistance, contact Tectonic today. 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 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

Read More
August 31, 2022in Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud
ROI with Salesforce Campaigns
04Aug

Capture ROI with Salesforce Campaigns in Sales Cloud

Efficiently Manage and Monitor Marketing Initiatives with Salesforce Campaigns. Aligning your campaign structure with business processes enables comprehensive reporting of ongoing marketing performance and return on investment (ROI) across various activities and segments. Calculating ROI for a Campaign in Salesforce: ROI percentage is determined by dividing the net gain (Value Won Opportunities in Campaign – Actual Cost) by the Actual Cost. Campaign ROI Analysis Report: Located on the Reports tab in the Campaign Reports folder, this report evaluates campaign performance using ROI and average cost. For each campaign in the report: Distinguishing Campaign Influence from ROI Reports: Campaign influence tracks pipeline and revenue for multiple campaigns, associating all campaigns of a contact role with an opportunity for pipeline and ROI reporting. This is particularly beneficial for extended deal cycles involving contributions from more than one campaign. Simple ROI Calculation: Sales growth minus marketing costs, divided by marketing cost, expresses the simple ROI as a percentage. Utilizing ROI with Salesforce Campaigns: Salesforce Campaigns serve as a crucial Salesforce object for marketers, acting as a centralized hub for campaign recipients, engagement, budget, and ROI. While initially appearing straightforward, Salesforce Campaigns reveal deeper interconnectedness within your Salesforce org as you delve further. Creating a Salesforce Campaign: Adding an Opportunity to a Campaign in Salesforce: Users can associate existing Opportunities with Campaign records by adding a standard field to the Opportunity record page layout. Editing the Opportunity Page Layout involves clicking the Opportunity tab and opening an Opportunity record. Differentiating Between Campaign and Opportunity in Salesforce: Opportunities can have only “One Primary Campaign,” while Campaign Influence allows one opportunity to be associated with multiple campaigns. Sales vs. Marketing Campaigns: Sales teams focus on moving individual prospects through the sales pipeline, while marketers concentrate on planning, executing campaigns, and producing content and marketing assets. Sometimes the same person or team develops content and campaigns for both. In larger organizations separate teams may work on each. Utilizing Campaign Hierarchy in Salesforce: Admins add the Parent Campaign field to campaign records before users can create a hierarchy. To build a tree of campaigns, users enter the campaign name into the Parent Campaign field, creating family units. A campaign hierarchy supports only one currency in its child campaigns. For help setting up and implementing Salesforce Campaigns contact Tectonic today. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

Read More
August 4, 2022in Salesforce Sales Cloud
Salesforce Gamification in 2022
03Jul

Salesforce Gamification in 2022

Salesforce Gamification: Key Elements to Boost User Adoption Many companies struggle with people-centric challenges when implementing Salesforce—high training costs, frequent employee turnover, and skills gaps can all contribute to a lower return on investment (ROI). One powerful strategy to address these issues is gamification, which enhances adoption and boosts employee engagement. Research shows that gamified training leads to a 30% increase in knowledge retention, with 83% of employees feeling more motivated. This insight will explore how Salesforce gamification improves employee performance and drives Salesforce adoption. What is Salesforce Gamification? Salesforce gamification applies gameplay techniques to influence employee behavior and drive better business outcomes. It turns learning into a fun, engaging experience, making the adoption of Salesforce easier and more effective. One great example is Trailhead, Salesforce’s learning platform. Trailhead gamifies learning by awarding points and badges as users progress, allowing them to climb the ranks and compete with others, all while mastering Salesforce. Six Essential Elements of Salesforce Gamification Salesforce gamification uses various elements to engage users. Here are six key components that can help drive success: How Salesforce Gamification Improves User Adoption Gamification is a proven method for driving user adoption, engagement, and retention across internal tools and customer-facing applications. For instance, Autodesk increased free trial usage by 40%, and Extraco Bank boosted customer acquisition by over 700% through gamification. Here are five ways gamification can improve Salesforce adoption: How Digital Adoption Platforms Elevate Gamification Digital adoption platforms (DAPs) like Whatfix enhance Salesforce gamification by providing in-app guidance, interactive walkthroughs, and task lists. These features reduce the time employees spend searching for information, improving their productivity and Salesforce proficiency. For example, Experian used Whatfix to increase Salesforce adoption by 72% in just one year. Final Thoughts Salesforce gamification drives user adoption by using gameplay elements—such as badges, leaderboards, and real-time feedback—to reinforce key performance indicators (KPIs) and engage employees at all levels. By incorporating gamification into Salesforce training and daily workflows, businesses can improve employee productivity, automate repetitive tasks, and increase their ROI. Using gamification tools can transform your Salesforce experience and help your teams get more out of their investment. 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

Read More
July 3, 2022in Salesforce
Salesforce CDP Explained
29May

Salesforce CDP Explained

What is a Customer Data Platform (CDP)? A Customer Data Platform (CDP) is one of the most transformative tools in modern marketing. Salesforce CDP Explained. If you’re exploring whether your business needs a CDP and how to begin using one, this guide will walk you through the essentials. CDPs have quickly become a go-to solution in marketing, popping up in reports and strategies everywhere. According to the 2020 State of Marketing Report, 86% of marketers who use CDPs are maintaining or increasing their usage, making many companies wonder: Do we need a CDP too? This insight serves as your step-by-step guide to help you determine whether your business should invest in a CDP, and how to successfully implement one for smarter marketing. What is a CDP? A Customer Data Platform (CDP) is a sophisticated piece of marketing technology designed to collect and organize customer data from various sources into centralized profiles. It helps businesses manage and draw actionable insights from data in real time, making it easier to personalize customer interactions. A typical CDP includes tools for customer data management, marketing automation, multichannel campaign execution, and real-time interaction management. It’s particularly useful when businesses need a database of user-level data to understand customer behaviors across touchpoints. Why Does Your Business Need a CDP? Salesforce CDP Explained CDPs excel in four core tasks: collecting, unifying, activating, and analyzing data. Introducing Salesforce’s CDP: Data Cloud Salesforce’s Data Cloud is a powerful CDP that integrates with Customer 360 to provide real-time customer profiles. It collects and unifies customer data in real time, ensuring businesses can deliver personalized customer experiences and foster stronger relationships. Data Cloud is scalable and designed for businesses of all sizes, with built-in security, compliance, and privacy features through Hyperforce. Benefits of a CDP Beyond basic segmentation, CDPs offer three major benefits: CDPs vs. CRM vs. DMP It’s important to understand the distinction between different data tools. While CRMs focus on managing customer relationships and interactions, and Data Management Platforms (DMPs) handle anonymous data for targeted advertising, CDPs are designed to unify and activate first-party data for personalized marketing. How to Choose a CDP When selecting a CDP, focus on two key areas: insights and engagement. Some CDPs specialize in integrating and analyzing customer data (insights), while others focus on delivering real-time personalized experiences (engagement). Salesforce’s Data Cloud combines both capabilities, offering real-time insights and activation to power personalized experiences across channels. To choose the right CDP for your business, ask these questions: Success Stories with CDPs CDPs have transformed the way businesses engage with their customers. One example involves a regional food and convenience store chain that implemented a CDP to enhance personalized digital experiences. By using customer data to tailor marketing emails and online interactions, the business saw a 16% increase in conversion rates on one of its key products. Getting Started with a CDP CDPs are essential tools for businesses looking to unify customer data, personalize marketing, and drive smarter marketing strategies. To get started, consider building a business case for CDP adoption, assembling a cross-functional team, and researching the right CDP to fit your organization’s needs. The journey to smarter, data-driven marketing begins with the right CDP. Make sure to explore Salesforce’s Data Cloud and other leading platforms to find the best fit for your organization’s growth and success. Content updated April 2023. 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

Read More
May 29, 2021in Data, Hyperforce, Marketing Automation, Salesforce, Salesforce Data Cloud, Technology
Business Card Scanner App for Salesforce
16Apr

Business Card Scanner App for Salesforce

Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning system can create a CSV file or import data into Excel, which can then be saved as a .csv file. This resulting file can be uploaded to Salesforce. And there are several Business Card Scanner App for Salesforce solutions. Business Card Scanner App for Salesforce Does Salesforce Have a Business Card Scanner? Yes, Salesforce can utilize CamCard for Salesforce, a top OCR software that allows you to batch scan and digitize multiple business cards with unrivaled accuracy. Does CamCard Sync with Salesforce? Yes, CamCard perfectly integrates with customized Salesforce fields, making lead and contact management easier and more efficient on mobile. With a standard subscription, you can save unlimited cards to your Salesforce account. Is the CamCard App Free? CamCard offers many features, such as dating when you received a card, grouping cards received at one location, writing notes on each card, and searching by keywords, locations, or dates. The app is free, which is an added benefit. Is Scan to Salesforce Free? Yes, Scan to Salesforce allows you to instantly and accurately scan business cards and upload data to Salesforce for free. You can keep contacts in the iOS/Android app or sync them to your phone. How Do I Install Scan to Salesforce? Other Business Card Scanning Solutions: Using Outlook for Business Card Scanning: If you prefer more tools, consider those that import to Outlook and then use Salesforce’s Outlook integration tool to sync with Salesforce. This adds an extra step but offers more flexibility in choosing business card scanning software. Direct Integration with Salesforce: These options provide a variety of ways to seamlessly integrate business card data into Salesforce, ensuring efficient and accurate data management. Content updated March 2023. 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

Read More
April 16, 2021in Public Sector Solutions, Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Talkdesk Dialer for Salesforce
15May

Talkdesk Dialer for Salesforce

Forge Meaningful Customer Connections with Talkdesk Proactive Outbound Engagement™-Talkdesk Dialer for Salesforce Talkdesk Proactive Outbound Engagement™ is a comprehensive suite of outbound voice and digital capabilities integrated into the Talkdesk CX Cloud™ contact center platform. This suite includes versatile dialing modes tailored for every scenario, such as Talkdesk Preview Dialer, Talkdesk Dialer, Advanced Dialer, Talkdesk Dialer for Salesforce, and Automated Notifications. Maximize contact rates by reaching customers when and how they prefer to be contacted while ensuring high-quality interactions that reflect the level of service your customers deserve. Enhance Agent Productivity to Maximize Outbound Success Tools like the Talkdesk Preview Dialer can significantly increase outbound call volume, driving connect rates from 5 to 15 or more per hour and boosting revenue by up to 200-300%. Intelligently manage outbound call pacing to filter out unproductive calls like voicemails, busy signals, and no answers, optimizing agent productivity. Launch Strategic Campaigns Effortlessly Leverage highly configurable dialing options and advanced campaign management tools to maximize contact rates through precise targeting and segmentation. The Advanced Dialer supports customizable campaign and dialing configurations to accommodate virtually any outreach and retry strategy. Empower Agents with Smart Dialing Modes Equip agents with predictive, power, progressive, preview, and agentless dialing modes, complemented by a patented AI-driven answering machine detection algorithm. Salesforce Quick Campaign, part of the Talkdesk Dialer for Salesforce™ product, allows manual selection of Salesforce records for dialing using preview or power dialing modes. Streamlined List Management for Seamless Operations Set up calling lists effortlessly by uploading a CSV file or pushing records from Salesforce, other CRMs, or business systems via an API. Web leads can be seamlessly integrated into ongoing campaigns for immediate dialing, ensuring every hot lead is promptly engaged. Ensure Quality Connections with Talkdesk Dialer for Salesforce™ Talkdesk Dialer, fully embedded within the Salesforce UI, offers power and preview dialing to balance productivity with call quality and personalized customer interactions. Deliver Efficient and Proactive Notifications Go beyond voice calls with Talkdesk Automated Notifications, anticipating customer needs through automated event-triggered SMS notifications. Configure rules and content for each notification to deliver highly personalized messages that enhance efficiency and customer satisfaction. Robust Reporting and Insights While pre-set out-of-the-box reporting tools are currently unavailable for Talkdesk Dialer for Salesforce, Salesforce users can leverage standard Salesforce reporting functionality to create custom reports. Talkdesk Dialer™ is designed to automate the dialing process, maximize outbound call volume, and facilitate meaningful connections with customers while ensuring compliance with regulatory requirements. Learn more about our solutions crafted to optimize every customer interaction at talkdesk.com. 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

Read More
May 15, 2020in Salesforce, Salesforce Sales Cloud
CRM analytics
09Jul

What is the definition of a CRM?

Customer relationship management (definition of a CRM) is a set of integrated, data-driven software solutions that help manage, track, and store information related to your company’s current and potential customers. What is CRM Software? Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. What is the basic idea of CRM? CRM is the strategy you put in place to manage all your company’s relationships and interactions with both customers and potential customers. The term also refers to the systems and processes you use to help you do that. Managed well, CRM has the power to directly improve profitability. From Wikipedia, the free encyclopedia: Customer relationship management (CRM) is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.[1] CRM systems compile data from a range of different communication channels, including a company’s website, telephone (which many softwares come with a softphone), email, live chat, marketing materials and more recently, social media.[2] They allow businesses to learn more about their target audiences and how to better cater to their needs, thus retaining customers and driving sales growth.[3] CRM may be used with past, present or potential customers. The concepts, procedures, and rules that a corporation follows when communicating with its consumers are referred to as CRM. This complete connection covers direct contact with customers, such as sales and service-related operations, forecasting, and the analysis of consumer patterns and behaviors, from the perspective of the company.[4] According to Gartner, the global CRM market size is estimated at $69 billion in 2020.[5][6] Salesforce is a CRM on steroids. 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

Read More
July 9, 2019in Data, Salesforce, Technology

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com