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Salesforce Field Service

Field Service Mobile Data Capture

Field Service Mobile Data Capture Using Discovery Framework Offline-Capable Dynamic Forms for Field Teams Transform field service operations with intelligent, structured data collection powered by Salesforce’s Discovery Framework. This solution enables: ✔ Offline functionality – Capture data without internet connectivity✔ Dynamic forms – Build responsive question flows in Flow Builder✔ Centralized question bank – Reuse and version assessment questions✔ Full audit trail – Track all form submissions and revisions Solution Capabilities Key Features Implementation Guide Prerequisites Setup Process Technical Considerations Supported Data Types Discovery Framework Type Flow Component Use Case Example Single-Select Picklist Radio Buttons Equipment Condition Multi-Select Picklist Checkbox Group Required Repairs Number Input Field Measurement Reading Date Date Picker Service Completion Text Text Area Customer Feedback Error Handling Mobile User Experience Field technicians can: Best Practices “Since implementing Discovery Framework forms, our first-time fix rate improved by 28% because technicians now capture complete information upfront,” reports Jessica Tan, Field Ops Director at Contoso Industrial. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Agentforce to the Team

Redefining AI-Driven Customer Service

Salesforce’s Agentforce: Redefining AI-Driven Customer Service Salesforce has made major strides in AI-powered customer service with Agentforce, its agentic AI platform. The CRM leader now resolves 85% of customer queries without human intervention—an achievement driven by three key factors: Speaking at the Agentforce World Tour, Salesforce Co-Founder & CTO Parker Harris emphasized the platform’s role in handling vast volumes of customer interactions. The remaining 15% of queries are escalated to human agents for higher-value interactions, ensuring complex issues receive the necessary expertise. “We’re all shocked by the power of these LLMs. AI has truly hit a tipping point over the past two years,” Harris said. Currently, Agentforce manages 30,000 weekly conversations for Salesforce, proving its growing impact. Yet, the journey to adoption wasn’t without its challenges. From Caution to Acceleration: Agentforce’s Evolution Initially, Salesforce approached the Agentforce rollout with caution, concerned about AI hallucinations and accuracy. However, the company ultimately embraced a learn-by-doing approach. “So, we went for it!” Harris recalled. “We put it out there and improved it every hour. Every interaction helped us refine it.” This iterative process led to significant advancements, with Agentforce now seamlessly handling a high volume of inquiries. Expanding Beyond Customer Support Agentforce’s impact extends beyond customer service—it’s also revolutionizing sales operations at Salesforce. The platform acts as a virtual sales coach for 25,000 sales representatives, offering real-time guidance without the social pressures of a human supervisor. “Salespeople aren’t embarrassed to ask an AI coach questions, which makes them more effective,” Harris noted. This AI-driven coaching has enhanced sales efficiency and confidence, allowing teams to perform at a higher level. Real-World Impact and Competitive Edge Salesforce isn’t just promoting Agentforce—it’s using it to prove its value. Harris shared success stories, including reMarkable, which automated 35% of its customer service inquiries, reducing workload by 7,350 queries per month. Salesforce CEO Marc Benioff highlighted this competitive edge during the launch of Agentforce 2.0, pointing out that while many companies talk about AI adoption, few truly implement it at scale. “When you visit their websites, you still find a lot of forms and FAQs—but not a lot of AI agents,” Benioff said. He specifically called out Microsoft, stating: “If you look for Co-Pilot on their website, or how they’re automating support, it’s the same as it was two years ago.” Microsoft pushed back on Benioff’s critique, sparking a war of words between the tech giants. What’s Next for Salesforce? Beyond AI-driven service and sales, Salesforce is making bold moves in IT Service Management (ITSM), positioning itself against competitors like ServiceNow. During a recent Motley Fool podcast, Benioff hinted at Salesforce’s ITSM ambitions, stating: “We’re building new apps, like ITSM.” At the TrailheadDX event, Salesforce teased this new product, signaling its expansion into enterprise IT management—a move that could shake up the ITSM landscape. With AI agents redefining work across industries, Salesforce’s aggressive push into automation and ITSM underscores its vision for the future of enterprise AI. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Sending Emails Through Salesforce

Building Trust and Consistency in Email Marketing

Maintain Consistency Consistency in email volume and frequency is essential for a strong email marketing program. Once your IP addresses are warmed up, internet service providers (ISPs) expect regular sending patterns from each IP. Sudden spikes or dips in sending activity can impact your deliverability and sender reputation. Implement Email Authentication Email authentication ensures that emails sent from your business are genuinely from you, protecting your reputation from spammers attempting to impersonate your organization. Your email service provider can help set up authentication protocols such as: These systems prevent unauthorized senders from misusing your domain and enhance email security. Monitor Your Sending Practices Take ownership of your email deliverability by tracking key metrics: Regularly reviewing these insights helps you avoid common mistakes and optimize email performance. Demonstrate Customer Care Email marketing isn’t just about promotion—it’s a channel for building meaningful relationships with your audience. Show empathy by addressing customer concerns and providing valuable resources when they need them most. According to Salesforce Research’s State of the Connected Customer report, most customers appreciate having a spam filter. This underscores the importance of maintaining trust and relevance in your email strategy. Key Strategies to Build Trust with Email Recipients ✅ Deliver Valuable Content Ensure your emails provide useful information, industry insights, or practical solutions tailored to your audience’s needs. ✅ Personalize Your Messages Leverage recipient names, past interactions, and behavioral data to create personalized, relevant content that fosters engagement. ✅ Be Transparent Clearly communicate why you’re reaching out, how you use subscriber data, and avoid misleading tactics that can erode trust. ✅ Maintain Consistency Send emails at predictable intervals with a consistent brand voice and design to establish familiarity. ✅ Craft Clear Subject Lines Use concise, descriptive subject lines that accurately reflect the email’s content to improve open rates. ✅ Make Unsubscribing Easy Provide a simple opt-out option to respect user preferences and maintain a clean, engaged email list. ✅ Engage with Your Audience Encourage two-way communication by responding to replies, gathering feedback, and incorporating customer suggestions where applicable. ✅ Leverage Social Proof Include testimonials, customer reviews, or industry recognitions to build credibility and reinforce trust. ✅ Respect Privacy Regulations Comply with data protection laws and clearly communicate how you handle subscriber information. ✅ Use a Professional Email Address Send emails from a recognizable domain-based address rather than generic or free email providers. Common Email Marketing Mistakes to Avoid ❌ Overly Sales-Driven Content – Prioritize value and relationship-building over aggressive sales pitches. ❌ Spammy Tactics – Avoid misleading subject lines, excessive punctuation, and overly promotional language. ❌ Poor Email Design – Ensure emails are visually appealing, easy to read, and mobile-friendly. ❌ Outdated Email Lists – Regularly clean your subscriber list to remove inactive addresses and improve deliverability. By following these best practices, you can build stronger relationships with your audience, improve email engagement, and maintain a positive sender reputation. By Tectonic Marketing Opps Director, Shannan Hearne Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Adecco Group and Salesforce Launch Joint Venture

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

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AI Agent Revolution

AI Agent Revolution

The AI Agent Revolution: How AWS, Salesforce, and Oracle See the Future of Work Executives from AWS, Salesforce, and Oracle believe artificial intelligence (AI) agents are set to redefine work in ways many may not expect. These AI-driven systems promise to streamline operations, enhance productivity, and transform the way businesses interact with technology. The Future of AI Agents in Action Imagine a world where: Swami Sivasubramanian, AWS’s vice president of agentic AI, describes this shift as a fundamental leap forward. Unlike earlier AI models, these agents don’t just generate content—they reason, plan, and execute tasks. They can research, pay bills, manage enterprise applications, and break down high-level objectives into actionable steps. Sivasubramanian envisions a “fully AI world” where agents autonomously make decisions, automate workflows, and coordinate with minimal human oversight. But, as he points out, this isn’t a distant future—it’s happening now. Companies like Genentech are using AI agents to accelerate drug research, cutting timelines by nearly five years. Moody’s has reduced its credit risk reporting process from a week to under an hour. These breakthroughs illustrate the vast potential of AI-driven automation. Salesforce’s ‘Limitless Labor’ Approach Salesforce is also at the forefront of AI agent adoption with Agentforce, a platform that has seen overwhelming demand since its launch. More than 5,000 customers signed up in its first full quarter, signaling a strong appetite for AI-driven automation. Adam Evans, EVP and GM of Salesforce AI, describes AI agents as creating a “limitless labor” pool. These agents are already supporting Salesforce’s own customers, resolving 97% of inquiries without human intervention. The next evolution, according to Evans, involves AI agents acting as brand ambassadors—not just answering questions, but understanding customer needs, driving sales, and providing personalized support. Salesforce categorizes AI agents into three types: Early adopters like Wiley Publishing have reported a 40% increase in customer satisfaction due to AI-driven customer service, while Pfizer is leveraging AI agents in life sciences. To support this transformation, Salesforce has introduced flexible pricing models, allowing companies to transition from traditional seat-based pricing to AI consumption-based structures. AI Agents as the New Enterprise Interface Oracle sees AI agents as the future interface for enterprise software, eliminating the need for users to adapt to complex systems. “Let’s stop adapting ourselves to computers and make them adapt to us,” said Miranda Nash, group vice president at Oracle AI. In this vision, users no longer navigate Oracle’s software through menus—they simply ask questions, and AI agents handle the rest through sophisticated, multi-agent workflows. Oracle is embedding AI agents across key business functions, including: As AI transforms work, Nash, Evans, and Sivasubramanian acknowledge concerns about job displacement. However, they emphasize that AI agents augment human roles rather than replace them. At Salesforce, employees previously assigned to repetitive support tasks are now moving into higher-value roles like customer success and sales. Meanwhile, AWS’s AI deployment has saved Amazon 4,500 developer years’ worth of work and over $250 million in capital expenses. “The only option now is to get in the cloud, embrace AI agents, and meet the future of work,” Nash concluded. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Tectonic Salesforce Integrations

Digital Experience and Ecommerce Dictionary

Essential Ecommerce and Digital Experience Terminology The world of ecommerce and digital experiences is constantly evolving, bringing with it a steady stream of new buzzwords and concepts. While this list isn’t exhaustive, it serves as an excellent introduction to some of the latest trends and terminology shaping online shopping experiences. Accessibility Ensuring that web content is accessible across all devices is only part of the equation—compliance with international regulations is crucial to supporting individuals with disabilities. Here are key terms related to digital accessibility: Content Marketing Content marketing has evolved beyond catalogs and newsletters. It’s now an integral part of the shopping experience, helping customers discover and engage with brands in meaningful ways. Data-Driven Strategies Leading brands leverage data-driven ecommerce to deliver personalized, seamless shopping experiences. This ever-evolving space includes key concepts such as: Mobile Commerce Consumers expect to shop seamlessly across multiple devices. Mobile commerce trends ensure a smooth experience, no matter where they browse. Omnichannel Experiences Shoppers today expect a cohesive experience whether they shop online, on social media, or in-store. Here are key omnichannel concepts: Tech & Digital Experience Platforms To meet changing consumer expectations, retailers are adopting advanced technologies that streamline operations and enhance user experiences. Social Commerce Social commerce enables direct purchases through social media platforms, streamlining the shopping journey from discovery to checkout. Security & Privacy Data privacy is a growing concern among consumers. Here are key regulations shaping ecommerce security: Search Search functionality is crucial for delivering relevant results and optimizing user experience. Emerging trends include: Final Thoughts The ecommerce webscape is always changing, with new technologies and trends shaping the way consumers shop online. By staying abreast of these key terms, businesses can enhance customer experiences and remain competitive in the digital marketplace. Explore these topics further with our resources and insights! 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more 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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Salesforce’s Marketing Intelligence

Salesforce’s Marketing Intelligence

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

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B2B Customer Service with Agentforce

Agents are the Future of Customer Engagement

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

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Salesforce Einstein Discovery

Salesforce Einstein Discovery

Unlock the Power of Historical Salesforce Data with Einstein Discovery Streamline Access to Historical Insights Salesforce Einstein Discovery (formerly Salesforce Discover) eliminates the complexity of manual data extraction, giving you instant access to complete historical Salesforce data—without maintaining pipelines or infrastructure. 🔹 Effortless Trend Analysis – Track changes across your entire org over time.🔹 Seamless Reporting – Accelerate operational insights with ready-to-use historical data.🔹 Cost Efficiency – Reduce overhead by retrieving trend data from backups instead of production. Why Use Historical Backup Data for Analytics? Most organizations struggle with incomplete or outdated SaaS data, making trend analysis slow and unreliable. With Einstein Discovery, you can:✅ Eliminate data gaps – Access every historical change in your Salesforce org.✅ Speed up decision-making – Feed clean, structured data directly to BI tools.✅ Cut infrastructure costs – Skip costly ETL processes and data warehouses. Einstein Discovery vs. Traditional Data Warehouses Traditional Approach Einstein Discovery Requires ETL pipelines & data warehouses No pipelines needed – backups auto-update Needs ongoing engineering maintenance Zero maintenance – always in sync with your org Limited historical visibility Full change history with minute-level accuracy 💡 Key Advantage: Einstein Discovery automates what used to take months of data engineering. How It Works Einstein Discovery leverages Salesforce Backup & Recover to:🔹 Track every field & record change in real time.🔹 Feed historical data directly to Tableau, Power BI, or other BI tools.🔹 Stay schema-aware – no manual adjustments needed. AI-Powered Predictive Analytics Beyond historical data, Einstein Discovery uses AI and machine learning to:🔮 Predict outcomes (e.g., sales forecasts, churn risk).📊 Surface hidden trends with automated insights.🛠 Suggest improvements (e.g., “Increase deal size by focusing on X”). Supported Use Cases: ✔ Regression (e.g., revenue forecasting)✔ Binary Classification (e.g., “Will this lead convert?”)✔ Multiclass Classification (e.g., “Which product will this customer buy?”) Deploy AI Insights Across Salesforce Once trained, models can be embedded in:📌 Lightning Pages📌 Experience Cloud📌 Tableau Dashboards📌 Salesforce Flows & Automation Get Started with Einstein Discovery 🔹 License Required: CRM Analytics Plus or Einstein Predictions.🔹 Data Prep: Pull from Salesforce or external sources.🔹 Bias Detection: Ensure ethical AI with built-in fairness checks. Transform raw data into actionable intelligence—without coding. Talk to your Salesforce rep to enable Einstein Discovery 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Unlocking Sales Potential with Data Activation

Unlocking Sales Potential with Data Activation

Selling has never been easy — and it’s not getting any simpler. Sales representatives are under constant pressure to research markets, navigate gatekeepers, and craft compelling pitches to win over decision-makers. But in today’s market, that’s not enough. Nearly 90% of business buyers expect personalized, insightful interactions — and delivering on that expectation requires more than persuasive messaging. It demands access to accurate, real-time data. The challenge? Sales reps often struggle to find the information they need. Instead of focusing on closing deals, they waste time chasing down customer data, piecing together fragmented insights, or working off outdated information. In fact: The root cause? Data silos. Data Silos are Crippling Sales Efficiency In most companies, critical customer data is scattered across: This fragmented data structure creates massive blind spots for sales teams. Consider this: The impact is costly — missed opportunities, slower deal cycles, and lost revenue. Without a unified approach to data management, sales teams remain limited by incomplete information, preventing them from delivering personalized, high-impact customer experiences. The Answer: Data Activation The solution isn’t just unifying your data — it’s activating it. Data activation means making your customer data accessible, actionable, and visible within your CRM so your sales team can use it in real-time. It eliminates the need to toggle between systems, request data from other teams, or work from static spreadsheets. Instead, activated data flows directly into the workflows and tools that your sales reps use every day — giving them everything they need to engage, sell, and close deals faster. Here’s what data activation looks like in practice: Data activation ensures that every team member works from the same, real-time, unified view of the customer — eliminating data silos and transforming sales productivity. Why Data Activation is a Game-Changer for Sales By bringing your unified data directly into your CRM, your sales team gains immediate access to valuable insights that drive better outcomes. Here are some powerful data types that become actionable through data activation: 1. Web Engagement Data Understand customer behavior based on their interactions with your website. Track which products or services they’ve browsed, downloaded, or engaged with — allowing your sales team to tailor conversations and offers accordingly. Use case: 2. Marketing Campaign Data Eliminate disjointed outreach by giving your sales team visibility into marketing campaigns. Sales reps can instantly see which emails, ads, or events a prospect engaged with — ensuring their outreach feels relevant, not redundant. Use case: 3. Consumption Data Track product usage, subscriptions, and consumption patterns from your ERP or product database. This data empowers sales reps to identify upsell and cross-sell opportunities or proactively prevent churn. Use case: 4. Unstructured Data (Emails, Call Logs, Chat Transcripts) Unlock insights from past customer interactions by analyzing emails, call center transcripts, chat logs, and even social media comments. Sales teams can use this data to understand sentiment, previous objections, and overall engagement history. Use case: 5. Billing and Subscription Data Integrate billing, purchase, and subscription information directly into your CRM. This allows sales reps to track contract renewals, upcoming billing cycles, or outstanding invoices — enabling more proactive and strategic outreach. Use case: 6. Third-Party Data for Enhanced Lead Scoring Enhance your lead scoring models with third-party data, such as firmographic information, buying intent signals, or demographic insights. This helps your team prioritize high-quality leads and drive faster conversions. Use case: Why Third-Party Data Tools Fall Short Many organizations attempt to solve their data challenges by investing in third-party data platforms like Snowflake, Databricks, or Redshift. While these tools excel at aggregating data, they introduce a new problem — they still create a data silo. The data sits outside of your CRM, meaning: This is why true data activation matters. It doesn’t just unify your data — it embeds it directly into your sales reps’ day-to-day tools, making insights instantly actionable. The Competitive Advantage of Data Activation By embracing data activation, your organization gains three major competitive advantages: ✅ 1. Increased Sales Productivity Sales reps no longer waste time tracking down information or switching between systems. With all customer data at their fingertips, they can spend more time building relationships and closing deals. ✅ 2. Enhanced Personalization at Scale With access to web behavior, campaign engagement, and product usage data, your team can personalize every interaction — at scale. This drives higher conversion rates and better customer experiences. ✅ 3. Smarter Forecasting and Planning By integrating billing, subscription, and past purchase data, sales managers gain accurate revenue forecasting and better visibility into growth opportunities. Activate Your Data. Unlock Your Revenue. The future of sales is not about more tools — it’s about better data accessibility. Data activation eliminates silos, unlocks powerful insights, and delivers real-time, actionable data directly into your CRM. This empowers your sales team to: The result? Faster sales, higher revenue, and exceptional customer experiences. Ready to activate your data and supercharge your sales performance? Start by bringing all your data — web, marketing, subscription, and service — directly into your CRM. Your sales team will thank you — and your revenue will show it. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Development Services

Salesforce has become one of the leading platforms to change the business-to-customer relationships and experience. Salesforce development services don’t just offer Salesforce solutions and software implementation; they help you adopt a customized functionality that enriches delivery and profit. Salesforce, by definition, is a powerful platform that enables a business to adopt CRM-driven leads and expansion in the industry. At Tectonic, we believe that a decision to opt for Salesforce services is just the beginning of a battle to beat the competition. This is where Tectonic comes in with custom coding and the finest Salesforce development services; we help you figure out everything from configurations and complications to legacy data systems and more. We are made up of a team of Salesforce experts, development professionals, and years of experience in strategic consulting, planning, integration, implementation, deployment, and delivery of business-changing and success-driven services. Why choose Tectonic’s Salesforce Development services? Tectonic, with its years of expertise and experience in technical services and strategic consulting, has the most efficient and organized set of professionals to help your business understand and embed everything-Salesforce. Tectonic understands innovation and change can be overwhelming and sound too complex, and it is our business to handle that for you while delivering a profitable and growing system that expands your reach in the industry. And remains scalable over time. The industry has moved from traditional on-premises CRM to cloud-based CRM to address scalability, change management, and time-to-market needs of businesses. For companies looking for SaaS offerings on the cloud, Salesforce is an undisputed leader. Also, companies looking to build customized business applications can capitalize on Force.com as a platform as a service (PaaS). Implement innovative Salesforce solutions that streamline your operations, boost your productivity, and drive sustainable growth. Work with our team of certified Salesforce developers who bring extensive experience and in-depth knowledge to every project. At Tectonic we focus on industries where we have expertise to help you get the most impactful Salesforce development. Get customized Salesforce development services from Tectonic designed to meet your unique business needs, ensuring seamless integration and enhanced functionality. Build and deploy scalable Salesforce platforms that adapt as your business grows and evolves, keeping you ahead of the competition. Collaborate with Tectonic to unlock the full potential of Salesforce, where development is turning challenges into opportunities for 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce and Singapore Airlines

Singapore Airlines (SIA), a Headline Partner of the APEX FTE Asia Expo in Singapore on 11-12 November 2025, is teaming up with Salesforce to co-develop cutting-edge Artificial Intelligence (AI) solutions for the airline industry. This collaboration, centered at the Salesforce AI Research hub in Singapore, aims to deliver greater value and innovative benefits to the sector. As part of this initiative, SIA is integrating Salesforce’s Agentforce, Einstein in Service Cloud, and Data Cloud into its customer case management system, enabling the airline to provide more consistent, personalised, and efficient service to its customers. SIA will deploy Agentforce, an AI system that uses autonomous agents to handle specific tasks, streamlining customer service operations. This allows SIA’s customer service representatives to focus on delivering enhanced, personalised attention during customer interactions. Data Cloud, Salesforce’s hyperscale data engine, powers Agentforce by consolidating relevant data, enabling AI agents to provide customer service representatives with tailored advice and solutions, further enhancing the customer experience. Mr. Goh Choon Phong, Chief Executive Officer of Singapore Airlines, highlighted the airline’s commitment to innovation: “As the world’s leading digital airline, Singapore Airlines is dedicated to investing in and leveraging advanced technologies to enhance customer experiences, improve operational efficiencies, drive revenue generation, and boost employee productivity. Over the past 18 months, the SIA Group has been an early adopter of Generative AI solutions, developing over 250 use cases and implementing around 50 initiatives across our end-to-end operations. Salesforce is a pioneer in Agentic AI, and integrating Agentforce, Einstein in Service Cloud, and Data Cloud into our customer case management system marks the first step in our collaboration. Together, we will co-create AI solutions that drive meaningful and impactful change, setting new standards for service excellence in the airline industry.” In addition to Agentforce, SIA will utilise Einstein Generative AI capabilities within Service Cloud to summarise customers’ previous interactions with the airline. This feature provides customer service representatives with actionable insights, enabling them to better understand and anticipate customer needs, tailor solutions, and reduce average response times. The result is a more efficient, proactive, and personalised customer service experience. Marc Benioff, Chair and Chief Executive Officer of Salesforce, emphasised the transformative potential of this partnership: “The rise of digital labour, powered by autonomous AI agents, is not just reimagining the customer experience – it’s transforming business. We’re thrilled to partner with Singapore Airlines, a trailblazer in this AI revolution, to elevate their already outstanding customer service to unprecedented heights, augment their employees, and collaborate on groundbreaking AI solutions for the airline industry. With our deeply unified digital labour platform, we’re bringing humans together with trusted, autonomous AI agents, unlocking new levels of productivity, innovation, and growth.” This collaboration between Singapore Airlines and Salesforce represents a significant step forward in the airline industry’s adoption of AI-driven solutions. By combining SIA’s industry expertise with Salesforce’s innovative AI technologies, the partnership aims to redefine customer service standards, enhance operational efficiency, and set a new benchmark for excellence in the aviation sector. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Dementia Care and Telemedicine

Dementia Care and Telemedicine

How 3 Health Systems Are Leveraging Telemedicine for Dementia Care Telemedicine is expanding access to dementia care, particularly for rural and elderly patients, though challenges like technology barriers and sustainability remain. Dementia—an umbrella term for cognitive and memory disorders—affects millions of Americans directly and indirectly. By 2060, nearly 1 million people in the U.S. are projected to develop dementia. While no cure exists, the growing prevalence underscores the need for accessible and effective care solutions. Telehealth has emerged as a critical tool in meeting this demand. The rapid adoption of virtual care during the COVID-19 pandemic transformed dementia care delivery. A 2024 study found that telehealth use surged among dementia patients, particularly those with long travel distances to clinics and the oldest age groups. For health systems like the University of Mississippi Medical Center (UMMC), telemedicine has been a game-changer. “COVID-19 changed things almost overnight,” said Dr. Kim Tarver, associate professor of medicine and director of clinical services at UMMC’s MIND Center. “We have patients who travel three hours to see us. Being able to communicate without requiring a clinic visit every time is incredibly helpful.” UMMC is among several health systems integrating telehealth into dementia care, though challenges like technology access and financial sustainability persist. Telehealth’s Role in Dementia Care: Benefits and Applications Dementia care is uniquely suited for telehealth. Virtual visits allow for evaluations, treatment adjustments, and follow-ups while offering privacy and flexibility that in-person visits cannot. At UMMC, clinicians conduct cognitive assessments like the Montreal Cognitive Assessment (MoCA) remotely. A nurse guides patients through the test via screen-sharing, while caregivers assist with physical exam components when needed. “I’ll ask the caregiver to perform parts of the exam, like cerebellar function tests, while I observe via video,” Tarver explained. Though in-person visits are still used for verification, virtual assessments have proven comparably accurate. Telemedicine also enables family members to discuss concerns privately—especially valuable when patients are unaware of or resistant to acknowledging their condition. Extending Dementia Care Through Virtual Workforce Solutions Health systems are also using telehealth to expand their dementia care workforce. At the University of California, San Francisco (UCSF), unlicensed but trained care navigators support families, handling routine assessments and triaging complex cases to specialists. “Navigators manage caseloads of families, consulting licensed experts only when needed,” said Dr. Katherine Possin, a neurology professor at UCSF. “This extends the reach of our limited dementia specialist workforce.” Similarly, Banner Health’s Dementia Care Partners program employs health coaches (Certified Nursing Assistants) to conduct initial assessments and provide ongoing support, reducing clinician workload. “If I train 30 people who each support 3,000 patients, the impact multiplies rapidly,” said Dr. Ganesh Gopalakrishna of Banner Alzheimer’s Institute. Banner also uses Project ECHO, a telehealth-based training model, to educate community providers—from physicians to elder care attorneys—on dementia care best practices. Overcoming Telehealth Challenges in Dementia Care Despite its benefits, implementing telehealth in dementia care presents hurdles: The Future of Telehealth in Dementia Care Despite obstacles, providers see immense value in virtual dementia care—reducing caregiver burden, preventing unnecessary hospitalizations, and improving patients’ quality of life. “I hope telehealth becomes the standard of care,” Possin said. As health systems refine their approaches, telemedicine promises to play an increasingly vital role in dementia care—bridging gaps in access and delivering support to patients and families when they need it most. Tectonic can help you transform telehealth in your organization. Contact us today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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