ROI Archives - gettectonic.com - Page 6
salesforce marketing cloud interaction studio
03Aug

Marketing Cloud and Einstein

AI has emerged as an effective solution to tackle the challenges arising from the sheer volume and rapidity of data in the marketing landscape. This article delves into some cutting-edge functionalities presented by Einstein within the Salesforce Marketing Cloud, showcasing how these features empower marketers to enhance performance and streamline their workflows. Einstein for Marketing Cloud uses Salesforce’s AI to help you best evaluate and implement your marketing activities. Use valuable insights on audiences, send time, engagement frequency, and your content to best target your customers. Deliver information to your customers when they need it and how they need it. Einstein in Marketing Cloud offers a range of opportunities for you to analyze, automate, and optimize your content. Use the apps throughout Marketing Cloud platforms to gain insight and better target your audiences. Salesforce Einstein for Marketing Cloud In the dynamic realm of marketing and sales, the pursuit of refining strategies is perpetual. Einstein Social Insights Within the Marketing Cloud’s Social Studio feature, marketers can publish content, engage in conversations, and analyze social data. Einstein augments this platform, introducing AI-powered capabilities: These advanced features empower marketers to optimize social strategy, fostering brand loyalty. For instance: Einstein Vision for Social With over 3 billion images uploaded to social platforms daily, Einstein Vision for Social equips marketers to analyze and derive insights from images. Marketers can train Social Studio to recognize images related to their brand, including products, logos, scenes, and food. This enriched data allows for a deeper understanding of brand followers, facilitating engagement and measurement of marketing efforts. Lookalikes Einstein lookalikes leverage lookalike modeling, identifying common traits among current customers to target new customers with similar characteristics. This tool streamlines the process, allowing marketers to create rich audiences and segments for modeling purposes using first, second, and third-party data in Audience Studio. Einstein Journey Insights In today’s consumer-centric world, Einstein Journey Insights helps marketers comprehend customer journeys by tracking interactions across touchpoints like web browsing and email. Advanced attribution modeling enhances engagements and event sequences, leading to specific goals such as purchases or product reviews. Interactive reports and visualizations enable marketers to optimize campaigns by comparing planned journeys with organic consumer journeys. Einstein Content Tagging Personalized and engaging messages demand an organized library of content. Einstein Content Tagging and image recognition technology automatically add and update content tags and metadata, helping marketers manage their assets efficiently. Smart Orchestration Einstein Send Time Optimization determines the best time to send an email or push notification. Einstein Engagement Frequency evaluates your contacts and identifies the optimal number of email messages or push notifications to send. Marketing Cloud Intelligence As marketing budgets increase, the need for ROI and superior customer experiences rises. Marketing Cloud Intelligence delivers AI-generated insights through automated regression modeling and statistical analysis. Einstein Marketing Insights sifts through data to identify high and low performers, enabling marketers to make informed decisions swiftly and optimize strategies for better results. The Einstein features in Salesforce Marketing Cloud present myriad opportunities for marketers to optimize their performance and work more efficiently. By harnessing these AI-powered capabilities, marketers can make informed decisions rapidly, fostering better brand engagement and higher ROIs. Tectonic is ready to assist you in deploying Einstein for Marketing Cloud. Contact us today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 3, 2023in Data, Einstein Insights, Marketing Automation, Salesforce, Salesforce Einstein, Salesforce Marketing Cloud, Technology
Salesforce Field Service
01Jul

Understanding Salesforce Field Service

Salesforce Field Service is an expansive addition to Salesforce Service Cloud, offering a 360 degree perspective on workforce management, especially in scenarios where services extend beyond the office or work site into the field. This typically involves mobile employees such as service technicians, alongside service agents, dispatchers, and service managers. Let’s dive into the nuances of Salesforce Field Service, addressing key aspects like its definition, user roles, reporting, scheduling, optimization, and more. Salesforce Field Service is also a popular tool in public sector solutioning. Understanding Salesforce Field Service will help to decide if it is right for your service teams. Understanding Salesforce Field Service: Salesforce Field Service, formerly known as Field Service Lightning (FSL), is an extension of Service Cloud designed to provide a comprehensive workforce management view. It seamlessly manages services delivered in the field, such as a electrical installer arriving to fulfill a customer’s order. Field Service Lightning evolves with each Salesforce release, continually enhancing functionality. Salesforce Field Service enhances customer engagement with real-time personalization, optimization of field teams with a scheduling engine, and access to offline data. Components of Salesforce Field Service: Field Service comprises various components, including Service Appointments, Salesforce Service Cloud integration, Territory and Scheduling functionalities, the Field Service Dispatcher Console, and the Field Service Mobile App for Android and iOS with offline capabilities. A detailed data model diagram illustrates the relationship between Service Cloud and Field Service. Users of Salesforce Field Service: Salesforce Field Service is particularly valuable for organizations with mobile field technicians supporting customers. It excels in scenarios with intricate service delivery involving multiple individuals like dispatchers, field technicians, service agents, and service managers. Each user persona interacts with Salesforce Field Service in distinct ways, utilizing tools like the Dispatcher Console or Field Service Mobile App tailored to their roles. Use Cases for Salesforce Field Service: Field Service proves beneficial in diverse service scenarios, including repairs, maintenance, sales visits, and healthcare care visits. It facilitates efficient coordination among dispatchers, field technicians, service agents, and service managers, streamlining processes and enhancing customer satisfaction. Key Terms in Salesforce Field Service: Understanding key terms such as Work Orders, Service Appointments, Contracts, Entitlements, Work Types, Service Territories, Operating Hours, Resources, and Scheduling Policies is essential. These terms collectively form the foundation of Salesforce Field Service’s robust data model and optimized usability. Scheduling and Optimization: Scheduling in Salesforce Field Service is managed through the Dispatcher Console, empowering dispatchers to make informed decisions. Various methods, from manual to fully automated, enable the creation of service appointments, optimizing resource allocation and ensuring efficient service delivery. Forecasting and Planning: Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. Refine scheduling policies, get an instant view of optimization results, and KPI changes. Asset Service Management: Move from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, age, and specific criteria. Service Territory Design: Service Territories, categorized as Primary, Secondary, and Relocation Territories, define where teams can perform work. Well-defined territories are crucial for efficient dispatcher satisfaction, requiring thoughtful initial design and ongoing maintenance. Field Service Mobile App: The Salesforce Field Service Mobile app is essential for on-the-move workforces, offering technicians essential information to optimize job execution. Offline capabilities ensure uninterrupted work, and the Visual Remote Assistant feature enables two-way video and audio communication between agents, technicians, and customers. Slack for Field Service: Empower your mobile workforce with seamless connectivity and timely assistance whenever it is needed. Mobilize for service appoints and tap into the expertise of colleagues throughout the organization with the user-friendly Slack interface. Reporting in Salesforce Field Service: Monitoring service efficiency and success involves leveraging Salesforce reports, list views, and other platform analytics. Work Order List Views and Field Service Report Types provide insights into service call-outs and overall performance. Enabling Field Service Lightning: Setting up Salesforce Field Service involves installing it as a Managed Package, assigning licenses to users, and configuring standard objects like Products, Assets, Service Contracts, and Entitlements. Creating records for Service Territories, Service Resources, and Operating Hours establishes the framework for the service model. Field Service Deployments: Deployments in Salesforce Field Service can be time-consuming due to its reliance on object data. Considerations for complex relational data movement between environments and potential risks, such as resistance to automation, require careful attention. Tectonic, as a Salesforce Consulting Partner, can assist your company in deploying Salesforce Field Service. Salesforce Field Service projects, while intricate, can be highly valuable when executed correctly providing a large ROI. Adequate planning, phased implementations, and a long-term perspective contribute to the success of organizations leveraging the capabilities of Salesforce Field Service. If you are looking for a more robust solution, consider Field Service Plus combining dispatch and technician functionality along with Service Cloud and Sales Cloud. Tectonic looks forward to helping your field service team utilize this Salesforce tool. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 1, 2023in Data, Salesforce, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Service Cloud
Google Analytics 4 UTM Codes
31May

Google Analytics 4 UTM Codes

How to Generate UTM Codes Generating Google Analytics 4 UTM Codes can be done in several ways. A common method is using Google’s Campaign URL Builder, where you enter your original URL and add the desired UTM parameters. Alternatively, tools like Measureschool’s UTM Tool in Google Sheets or other free online tools can also be used to create UTM codes. Viewing UTM Data in Google Analytics 4 In Google Analytics 4 (GA4), UTM data is found in the standard Acquisition reports. Specifically, you can view this data in the Acquisition Overview, User Acquisition: First User Default Channel Grouping, and Traffic Acquisition reports. Additionally, the Explore section in GA4 allows for the creation of custom reports using UTM data. Best Practices for UTM Tagging When using UTM tags, consider the following best practices: Google Analytics 4 UTM Codes allows you to better track your customer journeys and measure ROI on your advertising and search engine optimization efforts. 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

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May 31, 2023in Google Analytics
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 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

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April 25, 2023in Salesforce Einstein
Salesforce Loyalty Management
22Feb

Salesforce Loyalty Program Explained

Loyalty Management enables you to customize programs that precisely align with the unique needs of your business and customer base. Salesforce, equipped with a flexible platform, aids businesses in reimagining their loyalty strategies. The Salesforce Loyalty Cloud empowers businesses across various industries to effortlessly build intelligent loyalty programs without the need for coding. These programs incentivize customers to engage more with the brand, fostering repeat business. Salesforce Loyalty Program Explained. Unleash the full potential of your Customer Loyalty platform through impactful features: The centralized program management feature allows you to configure loyalty programs tailored to your needs, activate segments across channels quickly, and iterate based on results. Improved customer engagement uses behavior analysis to optimize experiences across web and mobile, tailoring them to individual users. Cross-industry partnerships provide customers with more options, and fast time-to-market for referral promotions is facilitated through a guided setup wizard. Identifying brand advocates and implementing AI-powered referral programs with predictive dashboards enhance program impact. Personalizing promotions based on member data and utilizing predictive performance insights maximize engagement and ROI. A single customer view connects loyalty across the customer experience, triggering marketing journeys and providing insights for enhanced interactions. Elevate your loyalty initiatives, engage customers effectively, and drive business growth with the robust capabilities of the Customer Loyalty platform and the expert guidance from Tectonic. 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

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February 22, 2023in Data, Salesforce, Snowflake
Salesforce Slack
30Jan

Windows for Slack

With the Slack app your team is never farther than a click away.  Slack is now available for Android and iOS mobile devices. Slack takes up where email left off, working for today’s demands more than ever before.  And now Slack, and Slack for Windows, offers a whole fresh approach to productivity. With the new Slack you can sign in to multiple workspaces, get desktop notifications, and stay in touch with your team on the go. How do I download Slack app on Windows? If you want to download Slack, there are various options. For Windows, visit Slack.com/downloads. You’ll find the option to download Slack for Windows 7 or above. Click download then launch the Slack setup.exe file. How do I start Slack on Windows? To join us all on Slack: The Slack application is a proprietary business communication that is used by many multi-national corporations so that the team members in a team could talk to each about the needs and the responsibilities of the project in a organization. It was developed by Slack Technologies which is now acquired by Salesforce Inc. It is the most popular business communication application that facilitates the communication of thought process and idea flow of various tasks and processes while completing a project by the various members in team. 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

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January 30, 2023in Salesforce Slack
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

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November 2, 2022in Data, Laws, Salesforce
Tectonic Salesforce Managed Services
09Sep

Salesforce Customer 360

Salesforce Customer 360 is a family of Salesforce products and services that help businesses manage and connect with their customers across all touchpoints. With Customer 360, businesses can access a comprehensive view of their customers, including all their interactions and data, in one unified platform. This centralized data model allows businesses to deliver personalized and connected experiences to their customers across all channels and platforms. Customer 360 fully integrates marketing, sales, commerce, service, IT, and analytics into one unified platform, enabling businesses to streamline processes, improve decision-making, automate workflows, and enhance communication and collaboration. With the help of Salesforce solutions partners like Tectonic, businesses can customize Customer 360 to fit their specific needs and business model. Customer 360 is a framework that consolidates all existing customer insights from various tables and models within your data warehouse. In addition, Customer 360 provides real-time insights and metrics through customizable dashboards and reports, helping businesses track key performance indicators and make data-driven decisions. Salesforce Customer 360 can help businesses drive innovation, increase efficiency, and deliver a better customer experience, enabling them to digitally transform their operations. 85% of customers expect consistent interactions across all departments. With Salesforce’s Customer 360, important customer data from every step of their journey is captured and stored in one place. Adding more than one app to your Customer 360 solution has measurable benefits: Salesforce and Tectonic will kickstart your business’s digital transformation in 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

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September 9, 2022in Data, Google, Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy
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

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August 31, 2022in Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud
Industry Cloud
09Aug

Tectonic’s Salesforce Industry Experience

Tectonic’s Salesforce Industry Experience spans 16+ years of work focused on certain industry areas. Tectonic has worked in all of the following industries implementing and customizing Salesforce: Put Tectonic’s Industry Experience to work for your organization. Our industry and Salesforce expertise will have you up and running in no time. Casino Case Study Government Case Study Healthcare Payer Case Study Tectonic’s Salesforce Industry Experience Implementing Salesforce can be complex. Getting it wrong can be costly. From 5 to 5000 users, across Sales, Service and Marketing clouds, Tectonic has the process and patterns to help you plan, design and implement your solution right the first time. Whether this is your first Salesforce implementation or expansion of users or additional clouds, we can guide you from inception to delivery. Misalignment of your business needs and your system configuration create low adoption and usage rates that erode your Salesforce ROI. Tectonic’s technology professionals use our proven industry expertise and collaborate with business partners to deliver business value. From minor tweaks and retraining to reimplementation, we assess your situation and execute a customized solution to meet your needs. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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

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August 4, 2022in Salesforce Sales Cloud

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