Sales Pipeline

14Nov

Agentforce at Work

Agentforce Salesforce Agentforce in Action: A Practical Example of Using Agents in Salesforce Autonomous Agents on the Agentforce Platform Agentforce represents a transformative shift in Salesforce’s strategy, poised to redefine how users engage with their CRM. By introducing both assistive AI—enhanced by generative AI for capabilities like summaries and sales emails—and autonomous AI, which empowers agents to automate actions without human oversight, Agentforce helps users operate more efficiently in Salesforce. Despite the excitement around Agentforce, most blogs and marketing materials focus on AI hype rather than practical applications. This insight focuses on illustrating how these tools work and the tangible value they can provide for your organization’s custom processes. Curious about setting up Agentforce agents using both out-of-the-box actions and custom actions? Let’s dive in. What is Agentforce? Agentforce is Salesforce’s conversational AI tool for CRM. In simple terms, it lets users “talk” to Salesforce. Powered by generative AI and the Atlas Reasoning Engine, Agentforce processes user input to perform tasks like summarizing data from objects, updating fields, and generating content such as emails or knowledge articles. This innovative tool is only at the beginning of its journey, likely setting the stage for a future where CRM interactions may evolve beyond traditional form-based interfaces to more intuitive chatbot-style engagement. Scenario: Managing Sales Pipeline Consider a salesperson with the daily objectives of tracking deals, managing pipeline opportunities, and identifying potential risks. Traditionally, this would require manually navigating numerous Salesforce objects, risking data inconsistencies and user errors. Agentforce’s assistive actions can streamline much of this, automating processes to identify key deals, summarize progress, and track deal risks across the pipeline. Let’s take a closer look at configuring a custom action for a pipeline summary. All powered by Salesforce Agentforce. Step-by-Step Guide to Configuring a Pipeline Summary Action Agentforce Use Cases: Getting Started Agentforce offers powerful tools for implementing AI-based functions within Salesforce, but to realize productivity gains, consider the following: Agentforce’s standard actions are a great starting point, providing immediate productivity impacts that can be enhanced as you customize actions to meet specific needs. For tailored guidance on integrating Agentforce, explore Tectonic’s Salesforce Agentforce Consulting Services. Tectonic’s expertise can support your organization in optimizing user experience, boosting productivity, and training users to responsibly leverage Agentforce’s capabilities across industries and channels. 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

November 14, 2024in Agentforce Platform, Data, Generative AI, Mulesoft, Salesforce0 Comments

26Oct

AI FOMO

Enterprise interest in artificial intelligence has surged in the past two years, with boardroom discussions centered on how to capitalize on AI advancements before competitors do. Generative AI has been a particular focus for executives since the launch of ChatGPT in November 2022, followed by other major product releases like Amazon’s Bedrock, Google’s Gemini, Meta’s Llama, and a host of SaaS tools incorporating the technology. However, the initial rush driven by fear of missing out (FOMO) is beginning to fade. Business and tech leaders are now shifting their attention from experimentation to more practical concerns: How can AI generate revenue? This question will grow in importance as pilot AI projects move into production, raising expectations for financial returns. Using AI to Increase Revenue AI’s potential to drive revenue will be a critical factor in determining how quickly organizations adopt the technology and how willing they are to invest further. Here are 10 ways businesses can harness AI to boost revenue: 1. Boost Sales AI-powered virtual assistants and chatbots can help increase sales. For example, Ikea’s generative AI tool assists customers in designing their living spaces while shopping for furniture. Similarly, jewelry insurance company BriteCo launched a GenAI chatbot that reduced chat abandonment rates, leading to more successful customer interactions and potentially higher sales. A TechTarget survey revealed that AI-powered customer-facing tools like chatbots are among the top investments for IT leaders. 2. Reduce Customer Churn AI helps businesses retain clients, reducing revenue loss and improving customer lifetime value. By analyzing historical data, AI can profile customer attributes and identify accounts at risk of leaving. AI can then assist in personalizing customer experiences, decreasing churn and fostering loyalty. 3. Enhance Recommendation Engines AI algorithms can analyze customer data to offer personalized product recommendations. This drives cross-selling and upselling opportunities, boosting revenue. For instance, Meta’s AI-powered recommendation engine has increased user engagement across its platforms, attracting more advertisers. 4. Accelerate Marketing Strategies While marketing doesn’t directly generate revenue, it fuels the sales pipeline. Generative AI can quickly produce personalized content, such as newsletters and ads, tailored to customer interests. Gartner predicts that by 2025, 30% of outbound marketing messages will be AI-generated, up from less than 2% in 2022. 5. Detect Fraud AI is instrumental in detecting fraudulent activities, helping businesses preserve revenue. Financial firms like Capital One use machine learning to detect anomalies and prevent credit card fraud, while e-commerce companies leverage AI to flag fraudulent orders. 6. Reinvent Business Processes AI can transform entire business processes, unlocking new revenue streams. For example, Accenture’s 2024 report highlighted an insurance company that expects a 10% revenue boost after retooling its underwriting workflow with AI. In healthcare, AI could streamline revenue cycle management, speeding up reimbursement processes. 7. Develop New Products and Services AI accelerates product development, particularly in industries like pharmaceuticals, where it assists in drug discovery. AI tools also speed up the delivery of digital products, as seen with companies like Ally Financial and ServiceNow, which have reduced software development times by 20% or more. 8. Provide Predictive Maintenance AI-driven predictive maintenance helps prevent costly equipment downtime in industries like manufacturing and fleet management. By identifying equipment on the brink of failure, AI allows companies to schedule repairs and avoid revenue loss from operational disruptions. 9. Improve Forecasting AI’s predictive capabilities enhance planning and forecasting. By analyzing historical and real-time data, AI can predict product demand and customer behavior, enabling businesses to optimize inventory levels and ensure product availability for ready-to-buy customers. 10. Optimize Pricing AI can dynamically adjust prices based on factors like demand shifts and competitor pricing. Reinforcement learning algorithms allow businesses to optimize pricing in real time, ensuring they maximize revenue even as market conditions change. Keeping ROI in Focus While AI offers numerous ways to generate new revenue streams, it also introduces costs in development, infrastructure, and operations—some of which may not be immediately apparent. For instance, research from McKinsey & Company shows that GenAI models account for only 15% of a project’s total cost, with additional expenses related to change management and data preparation often overlooked. To make the most of AI, organizations should prioritize use cases with a clear return on investment (ROI) and postpone those that don’t justify the expense. A focus on ROI ensures that AI deployments align with business goals and contribute to sustainable revenue growth. 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

October 26, 2024in Generative AI

24Oct

Artificial Intelligence and Sales Cloud

Artificial Intelligence and Sales Cloud AI enhances the sales process at every stage, making it more efficient and effective. Salesforce’s AI technology—Einstein—streamlines data entry and offers predictive analysis, empowering sales teams to maximize every opportunity. Artificial Intelligence and Sales Cloud explained. Artificial Intelligence and Sales Cloud Sales Cloud integrates several AI-driven features powered by Einstein and machine learning. To get the most out of these tools, review which features align with your needs and check the licensing requirements for each one. Einstein and Data Usage in Sales Cloud Einstein thrives on data. To fully leverage its capabilities within Sales Cloud, consult the data usage table to understand which types of data Einstein features rely on. Setting Up Einstein Opportunity Scoring in Sales Cloud Einstein Opportunity Scoring, part of the Sales Cloud Einstein suite, is available to eligible customers at no additional cost. Simply activate Einstein, and the system will handle the rest, offering predictive insights to improve your sales pipeline. Managing Access to Einstein Features in Sales Cloud Sales Cloud users can access Einstein Opportunity Scoring through the Sales Cloud Einstein For Everyone permission set. Ensure the right team members have access by reviewing the permissions, features included, and how to manage assignments. Einstein Copilot Setup for Sales Einstein Copilot helps sales teams stay organized by guiding them through deal management, closing strategies, customer communications, and sales forecasting. Each Copilot action corresponds to specific topics designed to optimize the sales process. 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

October 24, 2024in Artificial Intelligence, Data, Salesforce, Salesforce Sales Cloud, Technology

03Oct

October 2024 Outage

On October 1st, 2024, Salesforce experienced a significant outage impacting over 80 instances, causing core services to slow to a crawl. The outage, which began around 6:30 UTC, remained unresolved over 8.5 hours later, with the root cause still unknown at that time. The outage has been particularly damaging, as Salesforce emphasizes trust as one of its core values, promoting transparency and reliability in its service delivery. While the Salesforce Trust website, which provides real-time system status updates, remained operational, some users reported difficulty accessing it when they needed outage details, adding to their frustration. This disruption has been a major blow to organizations that depend on Salesforce for essential business functions such as customer relationship management (CRM), sales pipelines, and workflow management. Key Facts About the Outage Am I Affected by the Salesforce Downtime? If you’re unsure whether your instance is affected, you can check the real-time list of impacted cases on the Salesforce Trust website. To do this, identify your organization’s instance (e.g., NA54, EU13) and compare it to the affected list. However, the Trust site itself has experienced intermittent outages during the incident. Customers have reported issues such as: If you’re encountering these problems, your Salesforce instance is likely impacted. How Salesforce is Responding Salesforce has initiated an emergency release in phases, with the first phase nearly complete. Afterward, validation checks will be performed to assess system stability. While some customers have reported that their instances have recovered, others continue to experience severe issues. Salesforce Support has provided general troubleshooting advice, such as using alternative browsers or clearing caches, but many users have found this ineffective, as the root cause lies within Salesforce’s infrastructure, not user-side configurations. What to Do Now Looking Ahead Although the root cause of the outage remains undetermined, Salesforce has committed to providing regular updates. Customers are encouraged to monitor the Salesforce Trust website and communicate with support teams. Once the cause is identified, Salesforce plans to release a detailed report on the incident and how they will prevent future occurrences. Conclusion Salesforce’s outage on October 1st has caused widespread disruption for businesses globally. While emergency updates are underway and some instances are recovering, full resolution may take time. In the meantime, staying updated and preparing for intermittent issues is critial for those who rely on Salesforce for their daily operations. Stay tuned for further updates as Salesforce continues working to restore full functionality across all affected instances. 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

October 3, 2024in Salesforce

09Sep

Predictive Analytics

Industry forecasts predict an annual growth rate of 6% to 7%, fueled by innovations in cloud computing, artificial intelligence (AI), and data engineering. In 2023, the global data analytics market was valued at approximately $41 billion and is expected to surge to $118.5 billion by 2029, with a compound annual growth rate (CAGR) of 27.1%. This significant expansion reflects the growing demand for advanced analytics tools that provide actionable insights. AI has notably enhanced the accuracy of predictive models, enabling marketers to anticipate customer behaviors and preferences with impressive precision. “We’re on the verge of a new era in predictive analytics, with tools like Salesforce Einstein Data Analytics revolutionizing how we harness data-driven insights to transform marketing strategies,” says Koushik Kumar Ganeeb, a Principal Member of Technical Staff at Salesforce Data Cloud and a distinguished Data and AI Architect. Ganeeb’s leadership spans initiatives like AI-powered Salesforce Einstein Data Analytics, Marketing Cloud Connector for Data Cloud, and Intelligence Reporting (Datorama). His expertise includes architecting vast data extraction pipelines that process trillions of transactions daily. These pipelines play a crucial role in the growth strategies of Fortune 500 companies, helping them scale their data operations efficiently by leveraging AI. Ganeeb’s visionary work has propelled Salesforce Einstein Data Analytics into the forefront of business intelligence. Under his guidance, the platform’s advanced capabilities—such as predictive modeling, real-time data analysis, and natural language processing—are now pivotal in transforming how businesses forecast trends, personalize marketing efforts, and make data-driven decisions with unprecedented precision. AI and Machine Learning: The Next Frontier Beginning in 2018, Salesforce Marketing Cloud, a leading engagement platform used by top enterprises, faced challenges in extracting actionable insights and enhancing AI capabilities from rapidly growing data across diverse systems. Ganeeb was tasked with overcoming these hurdles, leading to the development of the Salesforce Einstein Provisioning Process. This process involved the creation of extensive data import jobs and the establishment of standardized patterns based on consumer adoption learning. These automated jobs handle trillions of transactions daily, delivering critical engagement and profile data in real-time to meet the scalability needs of large enterprises. The data flows seamlessly into AI models that generate predictions on a massive scale, such as Engagement Scores and insights into messaging and language usage across the platform. “Integrating AI and machine learning into data analytics through Salesforce Einstein is not just a technological enhancement—it’s a revolutionary shift in how we approach data,” explains Ganeeb. “With our advanced predictive models and real-time data processing, we can analyze vast amounts of data instantly, delivering insights that were previously unimaginable.” This innovative approach empowers organizations to make more informed decisions, driving unprecedented growth and operational efficiency. Real-World Success Stories Under Ganeeb’s technical leadership, Salesforce Einstein Data Analytics has delivered remarkable results across industries by leveraging AI and machine learning to provide actionable insights and enhance business performance. In the past year, leading companies like T-Mobile, Fitbit, and Dell Technologies have reported significant improvements after integrating Einstein. Ganeeb’s proficiency in designing and scaling data engineering solutions has been critical in helping these enterprises optimize performance. “Scalability with Salesforce Einstein Data Analytics goes beyond managing data volumes—it ensures that every data point is converted into actionable insights,” says Ganeeb. His work processing petabytes of data daily underscores his commitment to precision and efficiency in data engineering. Navigating Data Ethics and Quality Despite the rapid growth of predictive analytics, Ganeeb emphasizes the importance of data ethics and quality. “The accuracy of predictive models depends on the integrity of the data,” he notes. Salesforce Einstein Data Analytics addresses this by curating datasets to ensure they are representative and free from bias, maintaining trust while delivering reliable insights. By implementing rigorous data quality checks and ethical considerations, Ganeeb ensures that Einstein Analytics not only delivers actionable insights but also fosters transparency and trust. This balanced approach is key to the responsible use of predictive analytics across various industries. Future Trends in Predictive Analytics The future of predictive analytics looks bright, with AI and machine learning poised to further refine the accuracy and utility of predictive models. “Success lies in embracing technological advancements while maintaining a human touch,” Ganeeb notes. “By combining AI-driven insights with human intuition, businesses can navigate market complexities and uncover new opportunities.” Ganeeb’s contributions to Salesforce Einstein Data Analytics exemplify this balanced approach, integrating cutting-edge technology with human insight to empower businesses to make strategic decisions. His work positions organizations to thrive in a data-driven world, helping them stay agile and competitive in an evolving market. Balancing Benefits and Challenges – Predictive Analytics While predictive analytics offers vast potential, Ganeeb recognizes the challenges. Ensuring data quality, addressing ethical concerns, and maintaining transparency are crucial for its responsible use. “Although challenges remain, the future of AI-based predictive analytics is promising,” Ganeeb asserts. His work with Salesforce Einstein Data Analytics continues to push the boundaries of marketing analytics, enabling businesses to harness the power of AI for transformative growth. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 9, 2024in Salesforce Data Cloud, Salesforce Einstein, Salesforce Marketing Cloud

05Sep

Salesforce Foundations Announced

Salesforce Inc. today introduced Salesforce Foundations, a new suite of features designed to help large enterprises operating across multiple industries unify their sales operations. As a prelude to Dreamforce this free Salesforce upgrade allows customers to combine data and functionality from Salesforce products in a single, new portal. Available at no cost to all Salesforce Sales Cloud and Service Cloud users, Salesforce Foundations consolidates functionality from the company’s Sales, Service, Marketing, Commerce, and Data Cloud platforms. The goal is to create a more cohesive experience across departments, breaking down silos to enable seamless collaboration. In addition to these core features, Salesforce Foundations offers trial-based access to a variety of third-party applications available on the AppExchange marketplace. This initiative comes in response to a recent study revealing that 55% of Salesforce customers feel disconnected when interacting with different departments within their organization. The lack of integration between sales data and workflows in various departments has often created a fragmented customer experience. Bringing Departments Together Salesforce Foundations aims to eliminate these silos by providing a unified platform for all departments, ensuring a consistent view of an organization’s complete sales operations. Foundational Features for All The platform provides users with access to essential functionality from each of Salesforce’s key cloud products, along with free trials of top partner apps. These features are made available through a customizable user interface with a guided setup experience. As a result, features like email campaigns (previously exclusive to Sales Cloud), secure payment links (from Commerce Cloud), and targeted segmentation (Data Cloud) are now accessible to all Sales Cloud and Service Cloud users. The main advantage of Salesforce Foundations is its ability to harmonize customer data across departments. For example, Sales Cloud users can now access data previously available only to Data Cloud users. By providing access to this unified data, Salesforce believes it can offer numerous benefits to customers. Driving Revenue and Collaboration One of the most significant benefits of Salesforce Foundations is its potential to drive revenue by fostering collaboration across sales, service, and marketing teams. With a unified data set, teams can gain superior insights into customer behavior. Marketing teams, for instance, will be able to track customer interactions with the service department and use this information to craft more targeted advertising campaigns. Sales teams will also benefit from the ability to turn quotes into cash more quickly. They can now access secure payment links, a feature previously exclusive to Commerce Cloud, allowing them to bill customers directly without waiting for instructions from the commerce department. Service teams, in turn, can assist marketing efforts by accessing sales quoting tools and secure payment links, enabling them to upsell products and services more effectively. AI and Partner Integration Salesforce Foundations also supports artificial intelligence applications by grounding them in more contextualized customer data. For example, marketing teams can use AI to create more targeted segmentation lists based on service case histories or sales pipeline stages, data that was previously unavailable to them. In recent years, Salesforce has been actively transforming the data architecture of its applications, with many now built on the Salesforce Data Cloud’s metadata-driven foundation. This allows Salesforce Data Cloud to house not only the data but also the context (metadata) that surrounds it. As a result, businesses can more easily establish relationships between data tied to the same customer or user across various software solutions. These software solutions primarily include Salesforce products like Sales Cloud and Service Cloud, but they also extend to third-party applications that integrate with the Data Cloud. Now, with the introduction of Salesforce Foundations, customers can visualize this data within a unified portal, apply filters, and even trigger actions such as upsell opportunities. To further enhance productivity, Salesforce is offering free trials of third-party applications from the AppExchange, including Webex by Cisco, DocuSign, and RingCentral. These “launch partner apps” are designed to improve collaboration, streamline document management, and lower operational costs for customers. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 5, 2024in Salesforce Sales Cloud

19Aug

SaaS Data Protection from Own

ENGLEWOOD CLIFFS, N.J.–(BUSINESS WIRE)–Own, the industry leader for SaaS data protection and activation, today announced the release of Continuous Data Protection for Salesforce customers, further strengthening its product offering to include unprecedented recovery and analysis capabilities. In an industry-first approach, Own Continuous Data Protection provides a turn-key solution that delivers significant value to customers that have mission-critical, frequently changing, or highly valuable data within Salesforce. Own is the only SaaS data protection platform that proactively detects and stores data changes in Salesforce by leveraging platform events to prevent data loss. “This innovative approach to Continuous Data Protection will provide our Salesforce customers with an unparalleled advantage for capturing every change to their data ” said Adrian Kunzle, Chief Technology Officer at Own. “From the company’s inception almost 10 years ago, it has been our goal to ensure that no company operating in the cloud loses their data. At Own, we are the first to reimagine Continuous Data Protection for greater data resilience and scalability, and to ensure business continuity. This new solution offers true continuous data protection, and equips our customers with the most complete dataset to enable greater data fidelity to power AI models.” Own’s release of Continuous Data Protection (CDP) is a groundbreaking development in data protection and activation. Traditionally, backup and recovery solutions that specialize in protecting SaaS application data leverage a high-frequency model that provides multiple snapshots per week or day. Continuous Data Protection from Own pushes data changes to a backup as they happen, allowing businesses to capture changes in their data in near real-time. In addition to creating a more resilient and scalable approach, the higher-fidelity datasets this offering creates will enable organizations to unlock new ways of leveraging analytics and AI models across their vital information. “This innovative approach to Continuous Data Protection will provide our Salesforce customers with an unparalleled advantage for capturing every change to their data,” said Adrian Kunzle, Chief Technology Officer at Own. “From the company’s inception almost 10 years ago, it has been our goal to ensure that no company operating in the cloud loses their data. At Own, we are the first to reimagine Continuous Data Protection for greater data resilience and scalability, and to ensure business continuity. This new solution offers true continuous data protection, and equips our customers with the most complete dataset to enable greater data fidelity to power AI models.” Continuous Data Protection is a step forward in the world of SaaS data protection, enabling Own Recover for Salesforce customers to recover rapidly changing, mission-critical data faster, enhancing data resiliency and scalability. Continuous Data Protection provides the ability to: The Continuous Data Protection offering will be generally available on August 19, 2024. About Own Own is the industry leader in SaaS data protection and activation, trusted by thousands of organizations to ensure the availability, security, and compliance of mission-critical data, while unlocking new ways to gain deeper insights faster. Own ensures data resiliency and empowers organizations to bring historical context to life for predictive insights and inspiration. By partnering with some of the world’s largest SaaS ecosystems such as Salesforce, ServiceNow and Microsoft Dynamics 365, Own enables customers around the world to truly own their data and transform their business. It’s their platform. It’s your data. Own it. 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

August 19, 2024in Salesforce

02Jul

Salesforce Hotel Sales Enablement

Elevate Customer Experiences in Travel, Tourism & Hospitality Outstanding customer service is crucial for a positive travel experience. Customers expect personalized recognition and VIP treatment, necessitating enhanced personalization in communications and experiences across marketing, sales, and customer service. Salesforce Hotel Sales Enablement Salesforce provides a dynamic CRM platform tailored to the travel industry, featuring sales and marketing automation, data-driven analytics, and extensive customization options. It improves operational efficiency, customer engagement, and fosters innovation, offering travel agencies a competitive edge. Destination Success: Salesforce Hotel Sales Enablement for Travel Agents Travel agents often face challenges like dispersed customer data, real-time information gaps, and fragmented communication channels. Salesforce CRM offers a solution with an all-in-one platform for customer management, marketing automation, and data analysis. Leading travel companies like Hotel Tonight, Cleartrip, Caesars Entertainment, Anantara Vacation Club, and Intrepid Group use Salesforce products to enhance various aspects of their business. Why Travel & Hospitality Professionals Need Salesforce CRM Sales Cloud centralizes data storage, tracks customer requirements and preferences, manages bookings, provides real-time client information, enables personalized marketing, and facilitates data analysis for business performance. It also ensures secure collaboration and information access, boosting productivity. Explore key challenges below and how Salesforce Sales Cloud helps travel and hospitality agents overcome them: Key Challenges Salesforce Solutions Guest Experience Personalization Stores detailed customer profiles for tailored services and communication. Customer Data Management Consolidates customer information into a centralized database. Operational Automation Streamlines booking processes, guest communications, and other tasks. Enhanced Guest Communication Provides integrated communication tools for timely, personalized interactions. Revenue Optimization Offers insights into booking trends, guest spending habits, and market dynamics for dynamic pricing. Multiple Systems Integration Synchronizes data across various booking channels and integrates with financial, accounting, and other software. Adapting to Market Changes Provides flexible, scalable solutions for quick adaptation to market conditions and technological advancements. How Service Cloud Can Streamline Customer Support Salesforce Service Cloud enhances customer support by providing automated request management and deeper understanding of customer interactions. For instance, Anantara Vacation Club improved response times and customer satisfaction by transitioning to Service Cloud, achieving significant growth and high satisfaction scores. How Salesforce Can Facilitate Partnership Management Salesforce’s Partner Relationship Management (PRM) system and partner portals powered by Experience Cloud enhance collaboration with partners and affiliates. For example, Pernod Ricard used Experience Cloud to improve interactions with distributors and create customer communities. How Experience Cloud Helps Create Smooth Booking Management Salesforce Experience Cloud allows travel and hospitality businesses to create custom web portals for managing reservations, checking real-time availability, and processing booking modifications. How Marketing Cloud Helps Deliver Marketing Excellence Salesforce Marketing Cloud and Marketing Cloud Account Engagement provide sophisticated marketing automation tools for executing targeted campaigns and personalized guest engagement, as demonstrated by Intrepid Travel’s improved customer engagement and personalized journeys. How CRM Analytics Provides Strategic Insights CRM Analytics offers advanced analytics capabilities for data-driven decision-making, identifying trends, forecasting demand, and optimizing pricing strategies. This helps improve investment returns and predict future trends. How Salesforce-Powered Web Portals Can Enhance Travel & Hospitality Operations Salesforce Experience Cloud enables the creation of connected digital experiences for travel and hospitality businesses. Custom web portals built on Salesforce provide personalized digital experiences for customers, streamline booking processes for travel agents and partners, and improve internal collaboration for hospitality staff. Solutions Built on Salesforce Experience Cloud For Whom What Can Be Built Solution Benefits Customers Personalized Travel Portals, Self-Service Support Centers Easier travel planning, management, and access to support and travel advisories. Travel Agents and Partners Agent and Partner Portals Streamlined booking processes and better visibility into revenue and reservations. Employees Internal Collaboration Platforms, Training Platform Improved task management and access to real-time business insights. Examples of Custom Solutions Expert Salesforce Consulting with Tectonic Tectonic helps travel and hospitality businesses maximize Salesforce’s potential by creating customized self-service portals, booking portals, and integrated web platforms. With over 650 successful projects, Tectonic ensures proper configuration, data migration, ongoing support, and training for Salesforce products. Sales Enablement Strategy Sales enablement is crucial for evolving sales teams to sell with the latest technologies. Equip your sales teams with the right blend of assets and information using an elegant platform to help them increase sales and convert leads faster. Sell Faster with Sales Programs Sales Programs built into CRM guide sellers to success with AI-powered coaching and relevant resources, improving productivity and connecting programs to sales results. Best practice templates and intelligent, automated program delivery make it easy. Challenges Reps Face Reps often struggle with identifying stakeholders, strategy, and deal details. Sales enablement provides the necessary education and guidance to advance prospects through the sales pipeline effectively. Benefits of Sales Enablement Investing in a strong sales enablement process lifts the entire sales team and the company, connecting sellers to key players, ensuring consistent messaging, and increasing productivity. Content updated August 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

July 2, 2024in Marketing Automation, Salesforce Data Cloud, Salesforce Experience Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Optimization, Salesforce Personalization, Salesforce Sales Cloud, Salesforce Service Cloud, Unified Knowledge

11Jun

Understanding and Growing Your Monthly Recurring Revenue

Understanding and Growing Your Monthly Recurring Revenue (MRR) Monthly Recurring Revenue (MRR) is a vital metric for subscription-based and managed services businesses. It indicates whether your business is growing or shrinking and is crucial for making strategic decisions. Understanding and Growing Your Monthly Recurring Revenue is a key to building, monitoring, and exploding your pipeline. What is Monthly Recurring Revenue (MRR)? While revenue represents your company’s total income, MRR is the predicted monthly revenue from active subscriptions. It includes all recurring charges such as subscriptions, service retainers, promos, discounts, and add-ons, but excludes one-time fees. Why is MRR Important? MRR provides insights into financial performance, growth potential, churn, and customer value. It is essential for strategic planning and investor relations. Benefits of Calculating MRR: Types of MRR: How to Calculate MRR: The basic formula for MRR is: MRR=Number of active accounts×Average monthly revenue per accounttext{MRR} = text{Number of active accounts} times text{Average monthly revenue per account}MRR=Number of active accounts×Average monthly revenue per account Steps to Calculate MRR: Example Calculation: MRR=(100×$50)+(50×$100)=$5,000+$5,000=$10,000text{MRR} = (100 times $50) + (50 times $100) = $5,000 + $5,000 = $10,000MRR=(100×$50)+(50×$100)=$5,000+$5,000=$10,000 So, the MRR for that month would be $10,000. Advanced MRR Calculations: Growing Your MRR: MRR is a crucial metric for understanding your customers, finances, and growth potential. By tracking and managing MRR, you can make informed decisions and drive sustainable business growth. As the subscription-based and managed services landscape evolves, prioritizing MRR is essential for improving and innovating revenue streams. 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

June 11, 2024in Salesforce Financial Services Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Revenue Cloud, Salesforce Sales Cloud

06May

Outcome Based Selling

Unleash the Power of Outcome Based Selling: Focus on Future Outcomes, Not Just Products Outcome-based selling is akin to painting a vision of the future for your customers. It involves understanding their goals deeply and presenting your offering as the means to help them achieve those objectives. It’s a bit like asking the customer not what they expect the purchase to cost, but how much it is worth, so they cannot afford not to close the deal. Getting to the core of your customers’ desires requires more than just asking about their business goals. It involves delving deeper into their aspirations and challenges. This is where outcome-based methods of selling comes into play, enabling you to guide buyers towards envisioning a brighter future. Outcome-based selling is a sales strategy that centers on understanding a customer’s needs and desired outcomes. It prioritizes presenting your product or service as the key to achieving those outcomes, rather than merely focusing on its features and immediate benefits. Unlike traditional product-based selling, which emphasizes unique specifications, outcome-based selling revolves around demonstrating how your offering can contribute to the customer’s long-term success. How is outcome-based selling different from solution selling? While both approaches aim to address customer goals and pain points, outcome-based selling goes beyond solving a specific problem. Instead, it focuses on illustrating how your product or service can help customers achieve their broader business objectives. Solution selling, on the other hand, often involves addressing a specific challenge without necessarily considering the larger context of the customer’s goals. Why is outcome-based selling important, and what are the benefits? Outcome-based selling fosters trust and credibility by aligning your offerings with customer goals. This trust is crucial in today’s sales environment, where buyers expect sales reps to act as trusted advisors. When customers perceive you as a partner invested in their success, it increases the likelihood of closing deals and opens doors for upselling opportunities and referrals. Some key benefits of outcome-based selling include: Increased deal value: By focusing on customer outcomes, you may uncover additional selling opportunities that add value to the deal. Accelerated sales velocity: Prioritizing outcomes encourages buyers to provide critical information early in the sales process, speeding up deal progression. Long-term relationships: Demonstrating commitment to customer success builds trust and lays the foundation for future sales opportunities and referrals. Challenges of outcome-based selling Despite its benefits, outcome-based selling poses several challenges: Longer time commitment: Understanding customer goals requires in-depth discussions and may involve multiple meetings, making it a time-intensive process. Rep training: Shifting from a product-focused to an outcome-oriented mindset may require additional training and resources for sales reps to adapt successfully. Implementing outcome-based selling: A practical example Let’s walk through a hypothetical sales scenario involving La Familia Panaderia, a local bakery: Understanding the problem: Through open-ended questions, uncover Daniela Lopez’s concerns, such as payroll accuracy and comfort with new technology. Offering a solution: Highlight how your accounting software addresses Daniela’s needs, such as automating payroll and providing user-friendly features. Closing the deal: Present your software as the solution that fulfills Daniela’s desired outcomes, reassuring her with a demonstration and support resources. Tips for successful selling with an outcome-based focus Be a trusted advisor: Approach customer conversations with a consultative mindset, focusing on how you can help them achieve their goals. A subject matter expert provides advice in the customer’s best interest, not just the seller’s. Ask the right questions: Use open-ended questions to uncover customer pain points and desired outcomes, actively listening for opportunities to delve deeper. Articulate value: Clearly communicate how your product or service contributes to the buyer’s desired outcomes, backed by case studies and data. It is really about a method of selling that hinges on putting the customer first and guiding them towards achieving their goals. While it requires patience and understanding, the long-term benefits of building trust and fostering lasting relationships make it a worthwhile approach for sales professionals. 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 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

May 6, 2024in Salesforce Sales Cloud

22Dec

Marketing Cloud Growth and Advanced Editions

While Growth Edition is tailored to small businesses looking to get started with robust marketing automation, Advanced Edition caters to companies that need more sophisticated tools to scale personalization efforts, improve customer engagement, and streamline workflows. It offers additional features, including real-time journey testing, predictive AI for customer scoring, and advanced SMS capabilities, allowing businesses to enhance every touchpoint with their customers.

December 22, 2023in Data, Enterprise, Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud, Technology

20Jun

Key Metrics of a Sales Pipeline

Key Metrics of a Sales Pipeline ensure you measure statistics that drive the needle to results. Initiate the optimization of your sales pipeline by incorporating vital elements that span distinct stages and pivotal metrics. Here are essential considerations: Lead Source: Determine how potential clients discover your business, whether through digital advertisements, print marketing, email campaigns, customer referrals, or alternative methods. Evaluate the effectiveness of each source in terms of conversion rates, enabling a focused approach on the most productive channels. Industry: Identify industries where your product resonates more effectively with clients. Concentrate marketing efforts on specific industries, tailoring strategies to align with their preferences and needs. Decision Makers Involved: Quantify the number of client-side contacts participating in the decision-making process. Customize strategies based on the roles of each contact, adapting approaches for CEOs, finance directors, or CTOs. Deal Size: Categorize buyers based on their willingness to invest, distinguishing between those with substantial budgets and those with more conservative ones. Tailor your presentations to accommodate the budget constraints and preferences of different segments. Probability to Close: Evaluate the likelihood of each lead transitioning into a customer. Consider factors like the sales pipeline stage, team interactions, and other criteria indicating the lead’s readiness to finalize a deal. Ensure the adaptability of your sales pipeline design, allowing for diverse analyses and inquiries. Regularly review and adjust your template to detect data anomalies, enabling the resolution of issues in your sales funnel and the maximization of opportunities to expedite your sales process. Key Metrics of a Sales Pipeline 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 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

June 20, 2023in Salesforce Sales Cloud

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

August 4, 2022in Salesforce Sales Cloud

23Jul

Salesforce Revenue Intelligence

Achieve Sales Targets and Ensure Forecast Accuracy with Revenue Intelligence Salesforce Revenue Intelligence is a powerful data-driven sales solution designed to help sales teams hit their targets, grow pipelines, and ensure accurate forecasts. By combining Tableau CRM dashboards and analytics with a visual pipeline progress flow chart in Pipeline Inspection, Revenue Intelligence offers a comprehensive view of your sales pipeline. Key Features of Revenue Intelligence Unified Sales Insights Revenue Intelligence integrates several advanced tools, including: These features leverage AI, forecasting, and customer engagement data to help your sales team confidently close deals and drive revenue growth. Available for an Additional Cost Revenue Intelligence and its robust features are available as an add-on. For detailed pricing information, please contact your Salesforce account executive. Enhance Revenue and Build Stronger Pipelines with Revenue Insights Comprehensive Performance Insights Revenue Insights empowers sales teams with crucial performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue. It offers three embedded dashboards: Dynamic Pipeline Visualization With Pipeline Inspection, users can track changes in their pipeline dynamically. The Flow tab displays changes to opportunities across different forecast categories over time, allowing users to filter and focus on the most relevant data. By leveraging Salesforce Revenue Intelligence, sales teams can achieve unprecedented clarity and control over their sales processes, ensuring consistent growth and success. 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

July 23, 2022in Salesforce, Salesforce Einstein

09Nov

Project Management With Asana and Salesforce

Introducing the Revolutionary Asana Salesforce Integration Elevate Your Business with An Enhanced Workflow Efficiency Welcome to the world of a revolutionary blend of CRM and project management—the Asana Salesforce Integration. Opting for this intelligent integration sets your business on the path to unprecedented workflow efficiency. Ever wondered how to further streamline your workflows, intensify team synchronization, and deliver exceptional customer service? The answer lies in integrating your Asana project management tool with Salesforce’s CRM capabilities. Unleashing New Avenues for Business Operations The seamless integration of Asana and Salesforce brings the best of both worlds onto a single platform. Direct communication with your team becomes effortless, and vital business information is transmitted with precision and speed. This means deals progress faster, teams stay informed, and crucial workflows run without a hitch. Making significant business decisions requires hard data, and this powerful integration provides exactly that. Connecting Salesforce with Asana Goals delivers valuable insights that can propel your business forward. Key Takeaways Understanding the Asana Salesforce Integration In today’s fast-paced digital world, CRM software and project management tools evolve rapidly to enhance business efficiency and foster stronger customer connections. Navigating this evolution requires a deep understanding of these tools and their potential synergy. This piece focuses on Salesforce, a formidable player in cloud-based CRM software, and how its integration with Asana, a popular project management tool, can revolutionize your business operations and customer relationship management. What Is Salesforce? Salesforce is a pioneering force in CRM software, providing an exceptional cloud-based platform aimed at enhancing customer interaction and service quality. It serves as a comprehensive tool for managing customer data, tracking sales, and delivering targeted marketing campaigns. Salesforce focuses on forging deeper customer connections, finding prospects, and improving overall customer service. Why Integrate Your CRM with Asana? Integrating CRM software with a platform like Asana enhances its project management potential. Asana, designed to aid in planning, organizing, and executing projects, seamlessly links with Salesforce. This integration eliminates bottlenecks, streamlines internal processes, and improves communication between teams, allowing for easier data and idea exchanges that lead to effective, fast decision-making. The Unification of Sales and Project Management Business success hinges on acquiring and retaining customers. The integration of Salesforce’s CRM capabilities with Asana’s project management utilities results in a unified, powerful tool that optimizes workflows—from tracking sales progress to managing projects. The clear mapping of deal progress linked to strategic business goals creates a data-driven path forward. The Benefits of Combining Asana with Salesforce Integrating Asana and Salesforce unlocks new levels of efficiency and organization within your business. Individually renowned for their capabilities in project management and CRM, the combined strengths of these platforms significantly enhance productivity and streamline operations. Streamlining Your Sales Pipeline Integrating Asana and Salesforce enhances team efficiency and redefines sales pipeline management. This integration leads to improved deal cycles, automated workflows, and informed business decision-making. How to Set Up the Asana Salesforce Integration Setting up the Asana Salesforce integration is straightforward with the right guidance. Navigate to the Salesforce AppExchange, search for Asana for Salesforce, and click ‘Get It Now’. Customize the integration to best serve your organization’s needs, optimizing it for Salesforce’s Lightning Component or Salesforce Classic. Optimizing CRM Operations with Asana Projects Integrating Asana’s project management capabilities with Salesforce provides a new vista for CRM optimization. This coupling enables centralized access to contacts, opportunities, and deal information within Asana, enhancing visibility and operational efficiency. Fostering Team Collaboration Integrating Asana and Salesforce bridges the gap between task management and customer management systems, enhancing teamwork, communication, and project alignment. This synergy results in improved operational excellence and productivity. Enhancing the Customer Experience The Asana Salesforce combo delivers a phenomenal customer experience by improving customer handoff efficiency and enabling smooth transitions with customizable templates and automated workflows. This integration strengthens customer relationships through personalized interactions and efficient service. Automating Tasks for Streamlined Workflows The Asana Salesforce integration simplifies project handoffs and leverages Salesforce’s Process Builder to customize and automate workflows, enhancing cooperation between sales and service teams and maintaining real-time data alignment between platforms. Advanced Integration Options For businesses with complex integration needs, General Automation Platforms (GAP) offer a solution. These low-code platforms facilitate the creation of robust, tailored integrations, automating multistep processes and ensuring smooth data flow. Learning Resources Expand your understanding of the Asana Salesforce integration through resources like the Asana Help Center, Asana Academy’s demo videos, and personalized support from Asana’s dedicated team. The convergence of project management and CRM systems through integrations like Asana and Salesforce is reshaping business operations. This powerful combination enhances client experiences, refines operations, and drives substantial growth, offering a glimpse into the future of business productivity and success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

November 9, 2021in Salesforce

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