Sales Archives - gettectonic.com

30Jul

Cloud PBX

The Clock is Ticking on the Big UK Traditional Telephony Switch-Off As the UK approaches the traditional telephony switch-off, millions of small businesses are prioritizing the digitization of their voice communications. The move to cloud-powered replacements – Cloud PBX – is not just about meeting the January 2027 deadline; it’s an opportunity to modernize and leverage the benefits of cloud-based communications. The switch-off represents a chance for businesses to embrace a mobile-first, omnichannel approach to communication, unifying voice, video, emails, messaging, webchat, and more. This integration empowers employees to work smarter and enhances the customer experience. For small businesses and their IT service provider partners, modernization depends on deploying feature-rich, affordable technology that simplifies complexity and delivers tangible efficiency gains. Choosing the right product and vendor is crucial. “Cloud-powered, unified communication is no longer just for larger enterprises; small businesses must also embrace transformational change to keep pace with modern work trends. What may seem like a major undertaking can be easier than they think,” says Arya Zhou, Head of Global Sales at Yeastar. Yeastar’s recently launched P520 IPPBX digitizes voice calling and seamlessly integrates it with video, messaging, and customer experience into one platform. Discover the Yeastar P520 The Yeastar P520, part of the P-Series Appliance Edition, supports up to 20 users and 10 concurrent calls. It combines a compact, lightweight hardware body with powerful software capabilities. It supports Yeastar’s Linkus UC Client for various platforms, integrates with Microsoft Teams, and provides comprehensive call analytics and graphical call reports to improve communication efficiency and productivity. The P520 offers advanced call center features, including: Additionally, it includes team chat with presence and file sharing, integrated lightweight video conferencing, PBX-native external contacts management, extension groups, and ready-made integrations with popular CRMs and helpdesks. All these features come with single-point configuration and enterprise-grade security. “The Yeastar P520 is ideal for smaller teams looking to enhance their communication infrastructure,” says Zhou. “It delivers advanced communication capabilities and improved productivity tailored for SMBs and startups, without high costs.” 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

July 30, 2024in Salesforce

29Jul

Securing AI for Efficiency and Building Customer Trust

As businesses increasingly adopt AI to enhance automation, decision-making, customer support, and growth, they face crucial security and privacy considerations. The Salesforce Platform, with its integrated Einstein Trust Layer, enables organizations to leverage AI securely by ensuring robust data protection, privacy compliance, transparent AI functionality, strict access controls, and detailed audit trails. Why Secure AI Workflows Matter AI technology empowers systems to mimic human-like behaviors, such as learning and problem-solving, through advanced algorithms and large datasets that leverage machine learning. As the volume of data grows, securing sensitive information used in AI systems becomes more challenging. A recent Salesforce study found that 68% of Analytics and IT teams expect data volumes to increase over the next 12 months, underscoring the need for secure AI implementations. AI for Business: Predictive and Generative Models In business, AI depends on trusted data to provide actionable recommendations. Two primary types of AI models support various business functions: Addressing Key LLM Risks Salesforce’s Einstein Trust Layer addresses common risks associated with large language models (LLMs) and offers guidance for secure Generative AI deployment. This includes ensuring data security, managing access, and maintaining transparency and accountability in AI-driven decisions. Leveraging AI to Boost Efficiency Businesses gain a competitive edge with AI by improving efficiency and customer experience through: Four Strategies for Secure AI Implementation To ensure data protection in AI workflows, businesses should consider: The Einstein Trust Layer: Protecting AI-Driven Data The Einstein Trust Layer in Salesforce safeguards generative AI data by providing: Salesforce’s Einstein Trust Layer addresses the security and privacy challenges of adopting AI in business, offering reliable data security, privacy protection, transparent AI operations, and robust access controls. Through this secure approach, businesses can maximize AI benefits while safeguarding customer trust and meeting compliance requirements. 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

July 29, 2024in Data, Generative AI, Laws, Salesforce, Technology

29Jul

Sales Pitches That Hook

5 Sales Pitches That Hook Prospects Every Time Want to know how to craft a winning sales pitch? Learn the core elements that turn a simple pitch into a conversation that captivates. Let’s face it: the art of the sales pitch has changed. It’s not just a “pitch” anymore; it’s more like a fastball. You have around 30 seconds to connect, persuade, and deliver value to a stranger. It’s no small task. Today’s customers are more informed and skeptical than ever. According to our latest State of Sales report, 81% of sales reps say buyers increasingly do their own research before reaching out. If your pitch consists of information they already know, it shows a lack of effort and awareness. The secret to closing deals lies in the work you do before the pitch, the conversation during those critical 30 seconds, and the follow-up after. In fact, the best sales pitch is more like a genuine conversation than a traditional “pitch.” What is a Sales Pitch? A sales pitch is a conversation—delivered in person, over the phone, or through digital channels—aimed at convincing a potential customer to purchase your product or service. It’s your chance to connect and demonstrate how your offering can make a real difference for their business. Done right, it’s more than just selling; it’s about reducing the unknowns for your prospect and solving specific pains. How to Structure a Sales Pitch A good sales pitch starts long before you make contact. Preparation is key, and that means understanding your prospect’s business context. Here’s a guide on structuring your pitch: 1. Start with a Personalized Opening:Begin by showing your prospect you’ve done your homework. Reference a recent achievement or challenge specific to their business. This demonstrates effort and sets the tone for a meaningful conversation. 2. Address the Prospect’s Needs:Ask open-ended questions that let the prospect describe their pain points. Instead of telling them what their issues are, guide them to voice their challenges. This approach makes the conversation more about them, which helps build trust. 3. Present Data-Driven Solutions:Back your pitch with data, case studies, or testimonials that prove the value of your solution. Then, ask follow-up questions that let the prospect confirm how your solution could outperform their current approach. 4. Conclude with Clear Next Steps:Wrap up with a call to action. Whether it’s scheduling a demo, booking a follow-up meeting, or offering a free trial, make sure your prospect knows what to do next. Consider asking them about their decision-making process or potential internal skeptics to address concerns early. How to Write an Effective Sales Pitch Here are some steps to crafting a sales pitch that works: 1. Research Thoroughly:Buyers expect sales reps to act as trusted advisors. Tailor your presentation by understanding your prospect’s industry, challenges, and pain points. Build the best case by digging into their LinkedIn page, industry trends, and company news. 2. Personalize Your Pitch:Tailor your messaging to address the specific needs of your prospect. Use your research to start the conversation with a question that resonates with their situation, and then adapt based on their responses. 3. Craft a Compelling Narrative:Weave a story that ties your solution to the client’s needs. Focus on how your product can improve their business, rather than just listing features. 4. Offer Insights Tailored to Pain Points:Show your prospect that you truly understand their unique challenges. Offer advice, insights, or case studies that they can’t find on their own. Position yourself as a trusted advisor. 5. Use Data to Strengthen Your Case:Let the numbers do the talking. Share data points that clearly demonstrate how your product drives efficiency, cost savings, or growth. Data helps your prospect visualize the benefits. 6. Hone Your Elevator Pitch:Keep it concise. Your elevator pitch should tell the prospect how you can solve their problem in just a few sentences. Anything longer and you risk losing their attention. 7. Practice Active Listening:The best salespeople know when to stop talking. Engage your prospect by asking open-ended questions, and then listen actively to understand their needs. Respond thoughtfully to build rapport. 5 Sales Pitch Examples Here are some real-world examples that work: 1. Personalized Email to a Prospect:“Hey [Client’s Name], I’m reaching out because I’m curious how your team is addressing [specific pain point]. I’d love to share a solution I think could help. Can I send it over?” Why it works: Honest, brief, and directly focused on their pain points, showing you’ve done your homework. 2. Voice Message via LinkedIn:“I saw your comment on [Topic] and agree with your insights. I’ve helped others in your industry with similar challenges—can we chat this week?” Why it works: It’s casual, personalized, and offers relevant value while encouraging a low-commitment next step. 3. Pre-Recorded Video:“Hey [Name], great connecting at [Conference]. You mentioned [problem], so I recorded this quick demo to show how we can solve it. Let’s schedule a call?” Why it works: Builds rapport, targets specific pain points, and uses dynamic video to engage. 4. Follow-up Email After Demo:“Hi [Name], great chatting today. Here’s a summary of our conversation. Does this capture everything accurately? Let’s discuss next steps.” Why it works: It’s clear, concise, and reinforces accountability while confirming the customer’s pain points. 5. Custom Solution Pitch:“I’ve been following your recent expansion into [new focus]. Our solution aligns perfectly with your vision. Can I show you how?” Why it works: Tailored to the client’s goals, it connects their strategic direction with your offering and proposes a specific next step. 5 Tips for Delivering a Sales Pitch 1. Identify the Skeptics:Ask your prospect who in their decision-making team might be skeptical, and offer to provide specific information that addresses those concerns. 2. Keep it Sharp:Avoid jargon and buzzwords. Focus on how your solution directly addresses their economic impact. 3. Address Objections Directly:When objections arise, ask open-ended questions to understand the concerns behind them. This builds trust and allows you to steer the conversation toward solutions. 4. Define the Next Step:Be specific about what

July 29, 2024in Data, Salesforce, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

28Jul

Dynamically Assign Approvers

Dynamically Assign Approvers Based on Criteria You can configure approvers based on specific criteria or formulas. Dynamically Assign Approvers to save timeFor instance, if you want the approver to be the regional manager associated with a sales rep’s opportunity, the system will automatically update to reference the new manager if there’s a change. Required Editions to Dynamically Assign Approvers Setting Up Dynamic Approvers Important: Dynamic approvals require a single approver record and do not support delegated approvers. 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

July 28, 2024in Salesforce CPQ

28Jul

Leeds and Other Heatmap Solutions

With over 80% of people shopping online – and the numbers are bound to rise – it’s important to know how your would-be customers behave on your website: where they click, how they scroll, and what motivates them to take specific actions. Heatmap analytics does it, allowing you to dominate CRO and UX through effective behavior data interpretation. This insight will look at Leeds and Other Heatmap Solutions. Powered by heatmap software and heatmap tools, heatmap analytics can help you convert customers at scale by optimizing their on-site and mobile experience. Make no mistake: the quality of user behavior tracking can make a difference between a closed sale and a bounce. Leads Heatmap Software is an innovative tool that transforms complex lead data into easy-to-understand, color-coded heatmaps within Salesforce CRM. This solution uses advanced data visualization techniques, enabling users to quickly identify high-potential leads. Interactive Heatmaps Leverage dynamic, real-time heatmaps to visualize lead density and quality, making it easier to pinpoint high-potential areas. Real-Time Updates Stay up-to-date with the latest information as heatmaps automatically refresh with new leads or changes to existing data, ensuring you always have the most current view. Enhanced Analytics Dive deeper into lead behavior and trends with comprehensive analytics tools that provide detailed reports and predictive insights. Detailed Lead Profiles Access in-depth lead profiles directly from the heatmap, including contact details, engagement history, and quick shortcuts for a complete view of each lead. Online Chat Integration Interact with leads instantly using integrated online chat, facilitating immediate and personalized communication. All website pages have a purpose, whether that purpose is to drive further clicks, qualify visitors, provide a solution, or even a mix of all of those things. Heatmaps and recorded user sessions allow you to see if your page is serving that purpose or going against it. What Is a Heatmap? Generally speaking, heatmaps are graphical representations of data that highlight value with color. On a website heatmap, the most popular areas are showcased in red (hot) and the least popular are in blue (cold). The colors range on a scale from red to blue. Heatmaps are an excellent method of collecting user behavior data and converting it into a deep analysis of how visitors engage with your website pages. It can analyze: That information will help you identify user trends and key into what should be optimized to up engagement. Setting up website heatmapping software is a great start to refining your website design process and understanding your users. When to Use Heatmaps The truth is that heatmaps can actually be invaluable when testing and optimizing user experiences and conversion opportunities. There are many times you should be using them. Redesigning Your Website Updating, or even upgrading, your website isn’t just a task on your to do list. Careful thought, attention, and creativity should be put into the revamp if you want it to be worth the time and resources. Heatmaps can help with studying your current design to identify what your visitors are engaging with and what they’re ignoring. You’ll be tapped into what makes your visitors tick so that you can build a site meant specifically for your unique audience. Analyzing Webpage Conversions Trying to figure out why certain pages aren’t converting the way you thought they would? Use a heatmap. You’ll be able to identify exactly what’s attracting attention and deduce why. The same goes for buttons and pages that are showing a higher rate of conversion than anticipated. By keying into the design, copy, and other elements that are working for you, you’ll know exactly how to optimize your under-performing webpages. Testing New Updates As your business grows and you develop new ideas, naturally you’ll want to test them. A/B testing allows you to measure and analyze visitor response to a project or design, but you can take it a step further with heatmapping. Leverage the data graph by examining exactly what captures your visitors’ attention. At the end of the testing period, you may be able to pull designs or elements that received high levels of engagement from the page that didn’t perform as well into the successful one. How To Analyze Visually Using the color-coded visualizations, you can read your webpage for engagement levels and attention “hot spots.” Where the map reads red, that’s where visitors are showing the highest points of interactivity. Blue reflects low numbers. You can spot design issues or opportunities to move buttons, forms, and the like with a visual read. Data Points Reviewing raw data tables will give you more specific insights into your page’s performance. You can examine HTML elements and pixel locations of clicks to really understand what’s drawing people in. You can even filter your clicks and views in order of popularity with certain software. This takes the guessing out of your redesign and testing efforts. Tableau has instant, real-time reporting in place for users looking for actionable insights. With smart dashboards and a drag and drop interface, navigating the product is easy. Their cloud storage means omni-channel data access from anywhere. You can perform ad hoc analyses whenever it’s convenient for you. You can also share your reports with anyone to boost business impact. With built in A/B testing and consolidated heatmaps, Freshmarketer puts in the extra effort to plot out visitor interactions. Recorded in real time, you can analyze heatmaps based by device, which the software automatically detects. Offering scrollmaps and click maps, Freshmarketer strives to “go beyond traditional heatmaps.” Looker offers similar services to the other software options listed, but they also supply a unique security management feature to protect your data. Also partnered with Google Cloud, you’ll have access to reporting from anywhere in the world. Primarily a data analysis solution, you’ll have access to other data intelligence and visualization features as well. Hotjar is one of the most popular website analytics software suites, offering free heatmaps for desktop, mobile, and tablet within its basic subscription plan. You can create heatmaps and synergize them with other free features like user session recordings, surveys, and

July 28, 2024in Google Analytics

25Jul

Salesforce Data Cloud Pioneer

While many organizations are still building their data platforms, Salesforce Data Cloud Pioneer has made a significant leap forward. By seamlessly incorporating metadata integration, Salesforce has transformed the modern data stack into a comprehensive application platform known as the Einstein 1 Platform. Led by Muralidhar Krishnaprasad, executive vice president of engineering at Salesforce, the Einstein 1 Platform is built on the company’s metadata framework. This platform harmonizes metadata and integrates it with AI and automation, marking a new era of data utilization. The Einstein 1 Platform: Innovations and Capabilities Salesforce’s goal with the Einstein 1 Platform is to empower all business users—salespeople, service engineers, marketers, and analysts—to access, use, and act on all their data, regardless of its location, according to Krishnaprasad. The open, extensible platform not only unlocks trapped data but also equips organizations with generative AI functionality, enabling personalized experiences for employees and customers. “Analytics is very important to know how your business is doing, but you also want to make sure all that data and insights are actionable,” Krishnaprasad said. “Our goal is to blend AI, automation, and analytics together, with the metadata layer being the secret sauce.” Salesforce Data Cloud Pioneer In a conversation with George Gilbert, senior analyst at theCUBE Research, Krishnaprasad discussed the platform’s metadata integration, open-API technology, and key features. They explored how its extensibility and interoperability enhance usability across various data formats and sources. Metadata Integration: Accommodating Any IT Environment The Einstein 1 Platform is built on Trino, the federated open-source query engine, and Spark for data processing. It offers a rich set of connectors and an open, extensible environment, enabling organizations to share data between warehouses, lake houses, and other systems. “We use a hyper-engine for sub-second response times in Tableau and other data explorations,” Krishnaprasad explained. “This in-memory overlap engine ensures efficient data processing.” The platform supports various machine learning options and allows users to integrate their own large language models. Whether using Salesforce Einstein, Databricks, Vertex, SageMaker, or other solutions, users can operate without copying data. The platform includes three levels of extensibility, enabling organizations to standardize and extend their customer journey models. Users can start with basic reference models, customize them, and then generate insights, including AI-driven insights. Finally, they can introduce their own functions or triggers to act on these insights. The platform continuously performs unification, allowing users to create different unified graphs based on their needs. “We’re a multimodal system, considering your entire customer journey,” Krishnaprasad said. “We provide flexibility at all levels of the stack to create the right experience for your business.” The Triad of AI, Automation, and Analytics The platform’s foundation ingests, harmonizes, and unifies data, resulting in a standardized metadata model that offers a 360-degree view of customer interactions. This approach unlocks siloed data, much of which is in unstructured forms like conversations, documents, emails, audio, and video. “What we’ve done with this customer 360-degree model is to use unified data to generate insights and make these accessible across application surfaces, enabling reactions to these insights,” Krishnaprasad said. “This unlocks a comprehensive customer journey.” For instance, when a customer views an ad and visits the website, salespeople know what they’re interested in, service personnel understand their concerns, and analysts have the information needed for business insights. These capabilities enhance customer engagement. “Couple this with generative AI, and we enable a lot of self-service,” Krishnaprasad added. “We aim to provide accurate answers, elevating data to create a unified model and powering a unified experience across the entire customer journey.” 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

July 25, 2024in Einstein 1 Platform, Generative AI, Salesforce Data Cloud, Salesforce Einstein

25Jul

Implementing Salesforce Education Cloud

Client OverviewThe client is a leading educational institution offering a wide array of programs, from undergraduate degrees to continuing education. With around 15,000 students and a global alumni network of over 50,000, they are dedicated to delivering a holistic educational experience while nurturing lifelong relationships with their alumni. ChallengesBefore implementing Salesforce Education Cloud, the client faced several large challenges: ObjectivesThe institution sought to achieve the following with Salesforce Education Cloud: Solution: Salesforce Education Expertise Strategy and Planning Design and Wireframing Development Testing Deployment Results: Before and After Aspect Before After Data Management Fragmented across multiple systems Centralized in Salesforce Education Cloud Communication Disjointed communication processes Streamlined internal and external channels Alumni Engagement Outdated tools for managing alumni relationships Modern tools for enhanced engagement Before and after Salesforce Education Cloud Quantifiable OutcomesWith Salesforce Education Cloud, the client achieved: Implementing Salesforce Education CloudBy implementing Salesforce Education Cloud, the Salesforce partner delivered a transformative solution that surpassed the institution’s objectives. The integration of centralized data, enhanced communication processes, and modern alumni management tools led to: These impressive results highlight Tectonic’s commitment to providing expert Salesforce solutions that aid education clients achieve their strategic goals. 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 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 25, 2024in Data, Salesforce Education Cloud, Salesforce Implementation Services

25Jul

Salesforce Marketing Cloud: Private Domain vs. Verified Domain

Understanding the Difference Between Private Domain and Verified Domain in Salesforce Marketing Cloud A Private Domain in Salesforce Marketing Cloud offers full DKIM, SPF, and DMARC authentication for a custom domain, which can significantly improve email deliverability. In contrast, a Verified Domain verifies that the sender owns the domain but does not provide the same level of authentication. While platforms like Constant Contact allow users to add authentication records (such as DKIM, SPF, and DMARC) themselves, this approach is not applicable to Salesforce Marketing Cloud when using Verified Domains. Although technically possible to self-host DNS for a Private Domain and manually add authentication records, Salesforce must provide the specific values for these records, particularly the DKIM key. Salesforce Marketing Cloud vs Salesforce Account EngagementEmails sent through Salesforce Marketing Cloud are signed with a DKIM key, which the recipient’s mail server verifies against the DKIM record in the sender’s DNS. If the DKIM signature does not match the DNS record, the email will fail delivery. Verified Domains do not include Salesforce-signed DKIM keys, making them unsuitable for fully authenticated email sends. For organizations prioritizing email deliverability and compliance, requesting a Private Domain from Salesforce is recommended. While it may require additional setup, it ensures proper authentication and enhances the success of email campaigns. 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

July 25, 2024in Salesforce Marketing Cloud

24Jul

Ehanced Delphi Experience With Einstein 1

Amadeus has launched an enhanced and expanded sales and catering suite, introducing Delphi Direct, aimed at helping hotels of all sizes boost efficiency and profitability. Ehanced Delphi Experience With Einstein 1 for Amadeus. In 2024, group business is a key focus for hoteliers. Recent research shows they are prioritizing efforts to strengthen customer relationships, enhance outreach to both new and returning clients, and improve event planning and execution. To support this, Delphi has been updated to cater to the diverse needs of any hotel, regardless of size. Whether a small property with limited resources, a full-service hotel managing large events, or a hotel management company overseeing multiple properties, Delphi offers a scalable and customizable solution. Central to the upgraded offering is a modern user interface based on the Einstein 1 Platform, which allows Delphi users to benefit from the combined features of Amadeus and Salesforce. Key features include: Delphi Direct, part of this suite, is an online booking platform that revolutionizes how hotels capture group business, allowing meeting spaces to be booked directly on a hotel’s website. This streamlines the sales process, unlocks additional revenue, and frees up teams to focus on securing larger deals. In addition to Delphi, Amadeus offers a comprehensive sales and catering software ecosystem, including Delphi Direct, Delphi Diagramming, and MeetingBroker, along with partner integrations designed to foster streamlined business growth and management. 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 24, 2024in Einstein 1 Platform

24Jul

Workday and Salesforce Unveil New AI Employee Service Agent

In a Wednesday interview with CNBC’s Jim Cramer, the CEOs of Salesforce and Workday, Marc Benioff and Carl Eschenbach, announced their companies’ new partnership to develop an artificial intelligence assistant. Workday and Salesforce Unveil New AI Employee Service Agent. This collaboration aims to enhance onboarding, human resources, and other business processes. Salesforce Chair and CEO Marc Benioff and Workday CEO Carl Eschenbach join ‘Mad Money’ host Jim Cramer to talk their AI partnership. Both CEOs emphasized that the strength of their partnership lies in the integration of their extensive data sets. Benioff stated, “AI is all about data, and having access to extensive data enables us to deliver exceptional AI capabilities. This partnership exemplifies two companies coming together to ensure our customers have the data they need to realize the full potential of artificial intelligence.” Partnership will deliver a personalized, AI-powered assistant for employee service use cases such as onboarding, health benefits, and career development within Salesforce and Workday The two companies will establish a common data foundation that unifies HR and financial data from Workday with CRM data from Salesforce, enabling AI-powered use cases that boost productivity, lower costs, and improve the employee experience Workday will be natively integrated inside of Slack with deeper automation, so employees can seamlessly collaborate around worker, job, candidate, and similar records using AI Salesforce and Workday are both cloud-based software companies. Salesforce is renowned for its Slack application and software for sales, customer service, and marketing, while Workday specializes in human resources, recruiting, and workforce management. Eschenbach highlighted that Salesforce and Workday possess three crucial data sets in the enterprise landscape—employee data, customer data, and financial data. He added that the new initiative benefits customers by integrating services across platforms, eliminating the need to switch between different systems. “Through this partnership and our ability to share data, customers can seamlessly access our data sets whether they’re using Slack, Workday, or Salesforce,” Eschenbach said. Workday and Salesforce Unveil New AI Employee Service Agent The combination of Salesforce’s new Agentforce Platform and Einstein AI with the Workday platform and Workday AI will enable organizations to create and manage agents for a variety of employee service use cases. This AI agent will work with and elevate humans to drive employee and customer success across the business. Powered by a company’s Salesforce CRM data and Workday financial and HR data, the new AI employee service agents have a shared, trusted data foundation to communicate with employees in natural language, with human-like comprehension. As a result, taking action as part of onboarding, health benefit changes, career development, and other tasks will be easier than ever. When complex cases arise, the AI employee service agent will seamlessly transfer to the right individual for remediation, maintaining all the previous history and context for a smooth hand-off. This unique approach of humans and AI seamlessly working together will result in greater productivity, efficiency, and better experiences for employees. This is only possible by having the data, AI models, and apps deeply integrated. “The AI opportunity for every company lies in augmenting their employees and delivering incredible customer experiences. That’s why we’re so excited about our new Agentforce platform which enables humans and AI to drive customer success together, and this new partnership with Workday, to jointly build an employee service agent. Together we’ll help businesses create amazing experiences powered by generative and autonomous AI, so every employee can get answers, learn new skills, solve problems, and take action quickly and efficiently.” Marc Benioff, Chair and CEO, Salesforce Benefits to Employees Employees can now receive instant support through natural language conversations with their AI employee service agent, whether they are working in Salesforce, Slack, or Workday. This AI-driven assistant provides contextual help by understanding requests, accessing relevant information from integrated Workday-Salesforce data sources, and automating resolutions across platforms. Sal Companieh, Chief Digital and Information Officer at Cushman & Wakefield, commented, “As a leading global commercial real estate services firm, we prioritize employee support and engagement, which directly impacts client service. The ability to streamline workflows across Workday and Salesforce and deliver more personalized AI-powered employee experiences will be transformative for us.” Benefits to Employers By integrating HR, financial, and operational data into advanced AI models, Salesforce and Workday enhance workforce capabilities beyond individual productivity, fostering overall workforce intelligence, optimization, and resilience: 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

July 24, 2024in Agentforce Platform, Einstein 1 Platform, Generative AI

24Jul

Salesforce Data Migration

Salesforce Data Migration: A Key to CRM Success The migration of data into Salesforce is critical for the efficient functioning of Salesforce CRM. When executed correctly, it reduces data duplication, consolidates customer and operational data into a unified platform, and extends CRM capabilities beyond basic functionalities. Proper data migration serves as the foundation for advanced business intelligence and in-depth analytics. On the other hand, poorly managed migration can lead to transferring incorrect, duplicate, or corrupted data, compromising the system’s reliability. An efficient migration process safeguards data integrity, ensures a seamless transfer to Salesforce, and enhances overall organizational performance. What is Data Migration in Salesforce? Salesforce data migration is the process of transferring data from external systems, databases, or platforms into Salesforce. This process captures critical business information and integrates it into Salesforce’s CRM framework securely. The migration process also involves data cleansing, verification, and transforming data into formats compatible with Salesforce’s structure. Why You Need Salesforce Data Migration Importance Data migration is indispensable for companies looking to modernize their operations and enhance performance. With Salesforce, organizations can: Benefits Migrating Data from Legacy Systems to Salesforce Migrating data from legacy systems to Salesforce is essential for scalability and efficient data management. Key advantages include: Salesforce Data Migration Process Data migration involves transferring data into Salesforce to improve customer engagement and operational workflows. The process ensures data accuracy and compatibility with Salesforce’s architecture. Key Steps for Salesforce Data Migration Types of Salesforce Data Migration Top Salesforce Data Migration Tools Data Archiving in Salesforce Salesforce data archiving involves relocating unused or historical data to a separate storage area. This optimizes system performance and ensures easy access for compliance or analysis. Advantages Top Options for Data Archiving Best Practices for Salesforce Data Migration Conclusion Salesforce data migration is a pivotal step in transforming organizational processes and achieving CRM excellence. When done right, it improves efficiency, eliminates data duplication, and ensures accurate information storage. By following best practices, leveraging appropriate tools, and engaging migration specialists, organizations can unlock Salesforce’s full potential for scalability, automation, and advanced analytics. Successful migration paves the way for better decision-making and future 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

July 24, 2024in Data

24Jul

Collaboration and Engagement in Slack With iOS Widgets

Slack Introduces New iOS App Widgets to Enhance Engagement and Collaboration Slack has launched four new widgets for its iOS app, aimed at boosting worker engagement and facilitating collaboration. The new additions include the “Catch Up” widget, two versions of the “Status” widget, and the “Slack Launcher” widget. These tools are designed to keep employees connected and productive, regardless of their location. While the first three widgets are available for the home screen, the “Slack Launcher” widget is specifically designed for iOS lock screens, allowing users to quickly access their workflows and projects. In an announcement on X, Slack stated: “Three new Slack iOS widgets are here to make your workday a whole lot easier. Add the Catch Up widget, Status widget, and Slack Launcher widget to your device and stay in the know on the go.” These updates align with Slack’s broader goal of evolving into a comprehensive collaboration and communication platform, offering some of the most advanced features in the market. To use these new features, Slack users should update their app to the latest version. After updating, they can add the new widgets by pressing and holding their Home or Lock Screen to select and place the widgets. Detailed Overview of the Widgets Recent Developments from Slack In April, Salesforce announced the availability of Slack AI for all paying customers. Previously limited to customers on Slack Enterprise plans and available only in US and UK English, Slack AI now supports businesses of all sizes. This tool leverages conversational data to help users work more efficiently and intelligently. Updates to Slack AI include a morning digest summary, personalized search answers, advanced conversation summaries, and expanded language support. Additionally, Salesforce introduced Slack Lists, a project and task management tool integrated into the Slack platform. This feature helps teams manage projects, inbound requests, and top priorities within Slack, streamlining workflows and reducing the need to switch between different apps. Earlier this month, Slack announced plans to delete data that is over a year old for free users. Previously, free users could access data up to 90 days old, with older data being hidden but retrievable upon upgrading to a paid account. Now, Slack may delete messages and shared files older than a year, in line with its service agreement and compliance regulations. 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

July 24, 2024in Salesforce Einstein, Salesforce Slack

23Jul

What is OpenAI Strawberry?

OpenAI’s Secret Project: “Strawberry” Background and Goals OpenAI, the company behind ChatGPT, is working on a new AI project codenamed “Strawberry,” according to an insider and internal documents reviewed by Reuters. This project, whose details have not been previously reported, aims to showcase advanced reasoning capabilities in OpenAI’s models. The project seeks to enable AI to not only generate answers to queries but also plan and navigate the internet autonomously to perform “deep research.” What is OpenAI Strawberry? Project Overview The “Strawberry” initiative represents an evolution of the previously known Q* project, which demonstrated potential in solving complex problems like advanced math and science questions. While the precise date of the internal document is unclear, it outlines plans for using Strawberry to enhance AI’s reasoning and problem-solving abilities. The source describes the project as a work in progress, with no confirmed timeline for its public release. Technological Approach Strawberry is described as a method of post-training AI models, refining their performance after initial training on large datasets. This post-training phase involves techniques such as fine-tuning, where models are adjusted based on feedback and examples of correct and incorrect responses. The project is reportedly similar to Stanford’s 2022 “Self-Taught Reasoner” (STaR) method, which uses iterative self-improvement to enhance AI’s intelligence levels. Potential and Challenges If successful, Strawberry could revolutionize AI by improving its reasoning capabilities, allowing it to tackle complex tasks that require multi-step problem-solving and planning. This could lead to significant advancements in scientific research, software development, and various other fields. However, the project also raises concerns about ethical implications, control, accountability, and bias, necessitating careful consideration as AI becomes more autonomous. Industry Context OpenAI is not alone in this pursuit. Other major tech companies like Google, Meta, and Microsoft are also experimenting with improving AI reasoning. The broader goal across the industry is to develop AI that can achieve human or super-human levels of intelligence, capable of making major scientific discoveries and planning complex tasks. Conclusion OpenAI’s project Strawberry represents a significant step forward in AI research, pushing the boundaries of what AI can achieve. While the project is still in its early stages, its potential to enhance AI reasoning capabilities is significant. As OpenAI continues to develop and refine Strawberry, its impact on the future of artificial intelligence will be closely watched by researchers and industry leaders alike. 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

July 23, 2024in Salesforce

23Jul

AI Trust and Optimism

Building Trust in AI: A Complex Yet Essential Task The Importance of Trust in AI Trust in artificial intelligence (AI) is ultimately what will make or break the technology. AI Trust and Optimism. Amid the hype and excitement of the past 18 months, it’s widely recognized that human beings need to have faith in this new wave of automation. This trust ensures that AI systems do not overstep boundaries or undermine personal freedoms. However, building this trust is a complicated task, thankfully receiving increasing attention from responsible thought leaders in the field. The Challenge of Responsible AI Development There is a growing concern that in the AI arms race, some individuals and companies prioritize making their technology as advanced as possible without considering long-term human-centric issues or the present-day realities. This concern was highlighted when OpenAI CEO Sam Altman presented AI hallucinations as a feature, not a bug, at last year’s Dreamforce, shortly after Salesforce CEO Marc Benioff emphasized the vital nature of trust. Insights from Salesforce’s Global Study Salesforce recently released the results of a global study involving 6,000 knowledge workers from various companies. The study reveals that while respondents trust AI to manage 43% of their work tasks, they still prefer human intervention in areas such as training, onboarding, and data handling. A notable finding is the difference in trust levels between leaders and rank-and-file workers. Leaders trust AI to handle over half (51%) of their work, while other workers trust it with 40%. Furthermore, 63% of respondents believe human involvement is key to building their trust in AI, though a subset is already comfortable offloading certain tasks to autonomous AI. Specifically: The study predicts that within three years, 41% of global workers will trust AI to operate autonomously, a significant increase from the 10% who feel comfortable with this today. Ethical Considerations in AI Paula Goldman, Salesforce’s Chief Ethical and Humane Use Officer, is responsible for establishing guidelines and best practices for technology adoption. Her interpretation of the study findings indicates that while workers are excited about a future with autonomous AI and are beginning to transition to it, trust gaps still need to be bridged. Goldman notes that workers are currently comfortable with AI handling tasks like writing code, uncovering data insights, and building communications. However, they are less comfortable delegating tasks such as inclusivity, onboarding, training employees, and data security to AI. Salesforce advocates for a “human at the helm” approach to AI. Goldman explains that human oversight builds trust in AI, but the way this oversight is designed must evolve to keep pace with AI’s rapid development. The traditional “human in the loop” model, where humans review every AI-generated output, is no longer feasible even with today’s sophisticated AI systems. Goldman emphasizes the need for more sophisticated controls that allow humans to focus on high-risk, high-judgment decisions while delegating other tasks. These controls should provide a macro view of AI performance and the ability to inspect it, which is crucial. Education and Training Goldman also highlights the importance of educating those steering AI systems. Trust and adoption of technology require that people are enabled to use it successfully. This includes comprehensive knowledge and training to make the most of AI capabilities. Optimism Amidst Skepticism Despite widespread fears about AI, Goldman finds a considerable amount of optimism and curiosity among workers. The study reflects a recognition of AI’s transformative potential and its rapid improvement. However, it is essential to distinguish between genuine optimism and hype-driven enthusiasm. Salesforce’s Stance on AI and Trust Salesforce has taken a strong stance on trust in relation to AI, emphasizing the non-silver bullet nature of this technology. The company acknowledges the balance between enthusiasm and pragmatism that many executives experience. While there is optimism about trusting autonomous AI within three years, this prediction needs to be substantiated with real-world evidence. Some organizations are already leading in generative AI adoption, while many others express interest in exploring its potential in the future. Conclusion Overall, this study contributes significantly to the ongoing debate about AI’s future. The concept of “human at the helm” is compelling and highlights the importance of ethical considerations in the AI-enabled future. Goldman’s role in presenting this research underscores Salesforce’s commitment to responsible AI development. For more insights, check out her blog on the subject. 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

July 23, 2024in Einstein 1 Platform, Einstein Insights, Generative AI, Salesforce Einstein

22Jul

UncannyAutomator Salesforce Integration

Integrating WordPress with Salesforce With the Uncanny Automator Elite Integrations addon, connecting your WordPress site to Salesforce is a breeze. Steps to Connect Uncanny Automator to Your Salesforce Account 1. Install the Elite Integrations Addon First, ensure you have the Elite Integrations addon for Uncanny Automator installed on your WordPress site. 2. Connect Uncanny Automator to Salesforce To establish the connection, follow these steps: You will be prompted to log into Salesforce. After logging in, you will need to allow Uncanny Automator to manage your Salesforce data by clicking Allow. You will then return to the app connection screen on your WordPress site. Using Salesforce Actions in Recipes Once connected to Salesforce, you can use Uncanny Automator to create and update contacts and leads based on user actions on your WordPress site. Here’s how: Final Steps That’s it! Your recipe will now automatically run whenever users complete the selected trigger(s), sending the desired updates directly to your Salesforce account. Installing Uncanny Automator Install the free version The free version of Uncanny Automator is hosted in the WordPress.org repository, so installing it on your WordPress site couldn’t be easier. Sign into your website as an administrator, and in /wp-admin/, navigate to Plugins > Add New. In the search field, enter “Uncanny Automator”. See the image below for more context. In the Search Results, click the Install Now button for Automator. Once it finishes installing, click Activate. That’s it! Uncanny Automator is installed and ready for use. Please note that you must have the free version installed first to use Uncanny Automator Pro. The setup wizard After activation, you will be redirected to the Uncanny Automator dashboard. From here, you can connect an account, watch tutorials or read articles in our Knowledge Base. Connecting a free account is an optional step allows you to try out some of the App non-WordPress Automator integrations (like Slack, Google Sheets and Facebook) but it is not required to use anything else in the free version. Install Uncanny Automator Pro Uncanny Automator Pro is a separate plugin from our free version, and to use Pro features, you must have both Uncanny Automator AND Uncanny Automator Pro installed and active. If you don’t yet have a copy of Automator Pro, you can purchase one from https://automatorplugin.com/pricing/. Once purchased, you can download the latest version of Uncanny Automator Pro inside your account on our website at https://automatorplugin.com/my-account/downloads/. To install the Pro version after downloading the zip file, navigate to Plugins > Add New in /wp-admin/. At the top of the page, click the Upload Plugin button. Click Choose File to select the Pro zip file, the Install Now and Activate the plugin. Once activated, be sure to visit Automator > Settings in /wp-admin/ to enter your license key. This unlocks access to automatic updates and unlimited use of non-WordPress integrations in your recipes. UncannyAutomator special triggers can be found here. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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 22, 2024in Salesforce

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