Sales Archives - gettectonic.com

13Jul

Salesforce Notifications

Standard Email Notifications By default, email notifications for Lead, Contact, Account, Case, and Opportunity are automatically enabled for each new Assignee, with no additional setup required. If you have disabled these notifications and want to re-enable them, or if you wish to set up other types of notifications, follow the steps outlined below. Notifications Setup Overview Notifications are configured per Assignee and per MatchGroup. If an Assignee belongs to multiple MatchGroups, they may have different notification settings for each group. Notifications must be enabled for each MatchGroup where the Assignee is assigned. Start by setting up the notification messages for the desired notification type, then enable the notifications in Super Round Robin (SRR). Prerequisites Setting Up Notification Messages For Mobile and Desktop To configure Mobile or Desktop in-app and push notifications, you first need to create a Custom Notification. Mobile and Desktop notifications can be enabled independently, so it’s recommended to create separate notifications for each. For Mobile only: Read more about Mobile Notifications in Salesforce For Email Super Round Robin includes pre-configured email templates for Lead, Contact, Account, Case, and Opportunity notifications, which require no further setup. For other objects, you need to add a new email template with the prefix SRR_Notification_ and store it in the SuperRoundRobin folder. Learn more in Customizing the Email Alerts > Adding Notification Templates for Other Objects. You can also: After making changes to the SRR email templates, purge the Platform Cache in the “Setup And Status” tab. All SRR email templates should be stored in the SuperRoundRobin folder. For SMS To send SMS notifications, ensure you have an Email-to-SMS provider. No further configuration for notification messages is needed. Enabling Notifications in SRR Notification settings are configured in the Assignee’s profile. You can set these while creating a new Assignee or editing an existing one. Access existing Assignees via their MatchGroup or from the Assignee Summary tab. Steps: Troubleshooting 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 13, 2024in Data

13Jul

Where Will the Data Scientists Go

What Is to Become of the Data Scientist Role? This question frequently arises among executives, particularly as they navigate the changing roles of data teams, such as those at DataRobot. Where Will the Data Scientists Go may not be as relevant as what new places can they go with AI? The short answer? While tools may evolve, the core of data science remains steadfast. As the field of data science continues to expand, the role of the data scientist becomes increasingly vital. The need will grow, even as the role changes. Trust in AI is dependant upon human oversight. Beyond the Hype of Consumer AI The surge in consumer AI products has raised concerns among data scientists about the implications for their careers. However, these technologies are built on data and generate vast amounts of new data, presenting numerous opportunities. The real transformative potential lies in enterprise-scale automation. Enterprise-Scale Automation: The Data Scientist’s Domain Enterprise-scale automation involves creating large-scale, reliable systems. Data scientists are crucial in this effort, as they bring expertise in data exploration and systematic inference. They are uniquely positioned to identify automation opportunities, design testing and monitoring strategies, and collaborate with cross-functional teams to bring AI solutions from concept to implementation. As automation grows, the role of the data scientist is essential in ensuring these systems function effectively and safely, particularly in environments without human oversight. New Skills for Data Scientists: The Guardians of AI Applications Data scientists will need to acquire new skills to manage automation at scale, including securing the systems they build. Generative AI introduces new risks, such as potential vulnerabilities to prompt injections or other security threats. Governance and ensuring positive business impacts will become increasingly important, requiring a data science mindset. Building Great Data Teams in the Age of AI The future of data science will not be about automation replacing data scientists but about the evolution of roles and skills. Data scientists need to focus on the core foundations of their discipline rather than the specific tools they use, as tools will continue to evolve. Teams must be built intentionally, encompassing a range of skills and personalities necessary for successful enterprise automation. Business Leaders: Navigating the AI Landscape Business leaders will need to excel in decision-making, understanding the problems they aim to solve, and selecting the appropriate tools and teams. They will also need to manage evolving regulations, particularly those related to the design and deployment of AI systems. Data Scientists: Precision Thinkers at the Forefront Contrary to the belief that AI could replace coding skills, the essence of data science lies in precise thinking and clear communication. Data scientists excel in translating business needs into data-driven decisions and AI applications, ensuring that solutions are not only technically sound but also aligned with business objectives. This skill set will be crucial in the era of AI, as data scientists will play a key role in optimizing workflows, designing AI safety nets, and protecting their organization’s brand and reputation. The Evolving Role of Data Science The demand for precise, data-literate thinkers will only grow with the rise of enterprise AI systems. Whether they are called data scientists or another name, professionals who delve deeply into data and provide critical insights will remain essential in navigating the complexities of modern technology and business landscapes. 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 13, 2024in Data, Enterprise, Generative AI, Salesforce, Technology

13Jul

Required Startup Mentality

Pivoting an established company’s business model is one of the most daunting challenges a CEO can face. When the new CEO of Zilliant took the company’s helm in 2022, the mandate was to accelerate growth and increase market share. It quickly became evident that success lay not in product updates or tech investments but in rethinking the organizational mindset. Required Startup Mentality. With a master’s degree in organizational behavior studies from the University of Illinois and extensive experience in organizational transformations, the CEO understood the process typically follows one of two paths: changing an existing culture or building one from scratch. High-profile examples provide inspiration for both approaches. Satya Nadella, upon becoming CEO of Microsoft in 2014, transformed the company from a “know-it-all” to a “learn-it-all” culture, fostering a growth mindset. Conversely, Marc Benioff of Salesforce instilled the “ohana” culture of family spirit, trust, and equality from the company’s inception. The CEO, having been immersed in Salesforce culture for over a decade, learned the importance of a robust support system for employees and customers. Upon joining Zilliant, the CEO brought lessons from Salesforce to the new role. Zilliant, a company with 23 years of history and a long-standing CEO, Greg Peters, had thrived in price optimization. However, to evolve further, the company needed to adopt a startup mentality. This approach included scrutinizing every budget line item, incorporating a new marketing playbook, and, crucially, leveraging existing talent in new ways. Identifying influencers within the company and placing them in positions of broader influence proved to be an effective strategy. Required Startup Mentality of leaders. This group of long-time employees, respected and experienced, became the “change champions.” Their elevated profile across the organization facilitated listening and acting on peer feedback, making the traditionally challenging task of cultural transformation more manageable. Initially, there was a struggle to clearly articulate the future vision. The transitional period was marked by confusion rather than resistance. This experience underscored the importance of vision and constant communication during transformation. The CEO discovered that merely communicating new company values wasn’t sufficient. Creating a unified vision with full conviction from the executive team was essential. Significant time was spent defining this vision in granular detail, learning from the successes and failures of other companies. Once the leadership team was aligned, this conviction was cascaded through the ranks. Instead of dictating change, employees were invited into the process through feedback sessions and pilot programs, giving them a stake in redefining cultural norms. Celebrating small wins, even if they’re a “loss,” was emphasized to support learning from missteps. Modeling desired behaviors, systematically updating policies, incentives, and processes reinforced the new mindsets and actions. It was an arduous journey, but staying intentional and bringing people along was crucial for evolving into the envisioned culture. Through the transformation, one principle remained constant: customers must see Zilliant as a partner rather than a vendor. This required individuals in every department—marketing, sales, customer success, product, and engineering—to proactively address and solve customer problems. Transitioning to a new business model and rethinking organizational mindset is a long-term effort requiring vision and commitment from all levels. The payoff, however, can be immense. Already, Zilliant has delivered two consecutive quarters of 60%-plus growth in year-over-year bookings and is positioned for continued record growth through the end of the year. 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 13, 2024in Mulesoft, Salesforce

12Jul

Education Cloud Support Programs

Model Support Programs with Education Cloud The Education Cloud Student Success and Mentoring apps empower educational institutions to design, plan, and deliver non-scholastic services that support each learner’s journey. From career counseling to mentoring, these apps provide the tools needed to manage a wide range of support programs effectively. Defining and Managing Support Programs Educational institutions often run various support programs to enhance learners’ experiences, such as a job placement program that offers career counseling, resume workshops, aptitude assessments, mock interviews, and corporate connect events. With the Student Success and Mentoring apps, Education Cloud provides robust program management features that allow institutions to scale these initiatives efficiently. For more information, see Get Started with Program Management. Through these apps, directors and facilitators can model programs and define the associated benefits. When an advisor adds these benefits to a learner’s care plan, the learner is automatically enrolled in the respective programs. Mentoring facilitators can also connect learners with mentors. Available benefit types include: Note: It’s essential to define the unit of measure for each benefit type to avoid errors when creating benefits. For guidance, see Define Units of Measure for Program Management. Creating and Managing Support Programs In the Student Success and Mentoring apps, you can easily create programs, enroll learners, and manage benefits through workflows accessible from the dropdown navigation menu. For a deeper understanding of the program management process, see Program Management Workflow. To create a support program: An advising program might include an advising benefit. When a learner enrolls, they are automatically assigned to an advising benefit, allowing them to schedule an appointment with a success team member. The system updates the benefit disbursement status based on the appointment. Automating Program Enrollment Processes Education Cloud offers integration procedures, flows, and invocable actions to automate program enrollment processes. For example: Note: A program enrollment record can be created regardless of the program’s status. Implement restrictions as needed in your org. Creating Assessments for Program Enrollment To understand learners’ requirements during program enrollment, create assessment questions: Setting Up Advising Programs Create an advising program that runs an assessment when learners enroll from the portal: Learners can schedule appointments with assigned case team members directly through the learner portal, ensuring they receive the support they need. By leveraging Education Cloud’s Student Success and Mentoring apps, institutions can create, manage, and scale support programs that effectively address the unique needs of each learner. 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 12, 2024in Data, Salesforce, Salesforce Education Cloud

12Jul

Smithsonian Data Cloud

The Smithsonian already embraces technology through its Open Access Initiative. ousing 2D and 3D renders of collections it provides access to over 20 museums. Enter Salesforce and Smithsonian Data Cloud. The world’s largest network of research, museum, and education facilities, the Smithsonian Institution, manages over 150 million collections across its 21 museums, the National Zoo, and eight research centers. Navigating this vast array of artifacts can be overwhelming, even for dedicated history enthusiasts. To enhance accessibility, the Smithsonian Institution is collaborating with cloud computing giant Salesforce. The goal is to streamline the user experience by integrating disparate data sources, such as ticketing systems and donation histories, into a unified system. This initiative aims to provide a clearer blueprint of Smithsonian’s diverse locations and offerings, according to Lori Freeman, Salesforce’s Vice President and General Manager of Nonprofit Industry Solutions and Strategy. “Smithsonian is so progressive. They have all this content, they have all this history, they have incredible tools,” Freeman told Technical.ly. “So this technology is going to enable them to reach audiences they would never get to.” For instance, this system will allow museum staff and volunteers to assist visitors in locating exhibits across different Smithsonian locations. Becky Kobberod, the Smithsonian’s Head of Digital Transformation, illustrated this by describing how a visitor at the Hirshhorn could ask about a piece of art at the National Museum of American History. “It’s connecting the dots and creating a Smithsonian ecosystem that we currently don’t have. If you want to engage in our various museums, you go to each of them separately,” Kobberod said. “Whereas now, we’re providing you a front door, so to speak, that can help you navigate across all of the many different museums and resources that we have.” Although specifics about the technology and user interface have not been disclosed, Freeman emphasized that the main objectives are to keep visitors engaged and to build lifelong relationships with both in-person and virtual visitors. Building on Current Tech Resources The Smithsonian’s Open Access initiative, launched in early 2020, offers 2D and 3D renderings of its collections, totaling around 5 million items to date. Users can interact with 3D images to get a 360-degree view of fossils, sculptures, and artifacts like Neil Armstrong’s spacesuit. This initiative began with 2.8 million pieces and continues to grow, said Kobberod. In addition to Open Access, the Smithsonian has other digital initiatives. In 2022, the National Museum of African American History and Culture, in collaboration with Baltimore-based digital services firm Fearless, launched a searchable online platform to make certain collections and stories more accessible. Kobberod noted that only about 1% of the collections are physically displayed at any given time. Digitizing and uploading these collections not only preserves them but also makes them accessible to people who might not have the means to visit in person. “Smithsonian exists as a service to all of the American public,” she said. “We know that this is core to our future, and to making what we have available to the nation and the world.” 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 12, 2024in Data, Salesforce, Salesforce Data Cloud, Salesforce Experience Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Optimization, Salesforce Public Sector Solutions, Technology

12Jul

Public Sector Loan Management

Optimizing Public Sector Loan Management with Salesforce Effective loan management is vital for public sector financial operations, ensuring that funds are allocated efficiently and responsibly. As public entities face increasing demands for transparency and accountability, leveraging technology becomes essential. Salesforce, a leading customer relationship management (CRM) platform, offers robust solutions tailored to enhance loan management processes in the public sector. This article explores how Salesforce optimizes key aspects of loan management, with a focus on the Loan Boarding, Handoff, and Approval Process. Understanding Loan Boarding in Public Sector Finance Loan boarding refers to the initial steps of creating a new loan within an organization’s financial system. In the public sector, where loans often involve multiple stakeholders and complex regulations, a streamlined boarding process is critical. Salesforce’s customizable workflows and automation capabilities enable organizations to reduce manual entry errors and improve overall efficiency. Streamlined Data Entry Salesforce allows organizations to create custom fields that capture essential data points, such as borrower information, loan amounts, interest rates, and terms. When a loan application is submitted through a portal integrated with Salesforce, the platform automatically populates relevant fields, minimizing repetitive data entry and human error. Enhanced Collaboration Salesforce’s collaborative features, like Chatter, enable seamless communication between departments, such as finance, compliance, and risk management. Teams can access real-time information and discuss applications directly on the platform, eliminating the need for delays caused by emails or meetings and expediting the approval process. The Handoff Process: Ensuring Smooth Transitions Once a loan application is successfully boarded, it must be handed off to various stakeholders for review and approval. Without proper management, this process can become bottlenecked. Salesforce provides tools that automate notifications and reminders, ensuring smooth handoffs at each stage of the approval process. Automated Alerts and Task Management Salesforce’s task management system assigns specific tasks to team members and sets deadlines for completion. Automated alerts ensure no step in the approval process is overlooked, minimizing delays caused by human error or oversight and keeping the process on track. Approval Process: Simplifying Decision-Making In public sector lending, the approval process often requires multiple levels of scrutiny due to regulatory requirements. Salesforce’s powerful reporting capabilities allow decision-makers to quickly analyze applications based on predefined criteria, such as creditworthiness and compliance metrics. Custom Approval Workflows Salesforce enables organizations to design custom workflows that reflect their unique approval hierarchies. For instance, loans that require additional scrutiny based on size or risk can easily be routed to the appropriate stakeholders, ensuring compliance and mitigating risks. Document Management: Keeping Everything Organized Effective loan management relies on accurate documentation throughout the loan lifecycle, from application to repayment. Salesforce’s document management features enhance organization and compliance: Conclusion Optimizing public sector loan management with Salesforce offers substantial benefits in efficiency, accountability, and adaptability. From seamless loan boarding to enhanced collaboration, streamlined approvals, and robust document management, Salesforce provides a comprehensive solution for public sector financial operations. By leveraging these technological advancements, public sector organizations can effectively manage loans from application to repayment, ensure compliance, and build trust with the constituents they serve. Salesforce’s capabilities position public entities for operational success while maintaining the high standards required for public financing. 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 12, 2024in Data, Salesforce, Technology

11Jul

Explore Salesforce Health Cloud

Empower Your Healthcare Team with Salesforce Health Cloud Equip your healthcare team with comprehensive 360-degree views that help connect and engage every patient, member, employee, and partner. Explore Salesforce Health Cloud Explore Health Cloud Understanding the capabilities of this platform is the first step to transforming your organization’s patient management. Let’s explore what Health Cloud offers to various types of healthcare organizations. Introducing Salesforce Health Cloud: A CRM Solution for Patient Management Over 600 companies, including industry leaders like Lilly, Pacific Clinics, United Healthcare, Progyny, Stanley Healthcare, and Humana, trust Salesforce Health Cloud for their patient management needs. As the healthcare industry rapidly evolves, effective patient information management is essential. This insight looks into Salesforce Health Cloud’s capabilities, features, integration options, and benefits, including its security architecture. What is Health Cloud? Salesforce Health Cloud is a cloud-based technology designed specifically for the healthcare industry. It centralizes patient information, giving healthcare professionals a complete view of patient records, enabling more effective treatments and better patient care. Key Capabilities of Salesforce Health Cloud Salesforce Health Cloud is a robust platform offering key capabilities such as: Salesforce in the Healthcare Industry Salesforce is increasingly popular among healthcare organizations for several reasons: Salesforce Health Platform Features Salesforce Health Cloud offers three main sets of features: Salesforce Health Cloud Architecture The architecture of Salesforce Health Cloud includes: Salesforce Health Cloud Security Salesforce Health Cloud is designed to securely manage healthcare data, featuring: Revolutionizing Healthcare Delivery with Salesforce Health Cloud Salesforce Health Cloud is designed for healthcare organizations to automate processes and provide personalized patient care. Since its launch in 2016, Health Cloud has evolved to address the complexities of the healthcare industry, including the introduction of Customer 360 for Health, an AI-driven healthcare solution. Why Choose Salesforce Health Cloud? Salesforce Health Cloud connects healthcare teams to ensure that patients receive the right care, supported by multi-layered security to protect sensitive patient data. It integrates clinical and non-clinical patient data, streamlining workflows and enhancing patient satisfaction. Top Features of Salesforce Health Cloud Key features include Patient 360, Care Plans, Care Coordination, Health Timeline, and Einstein Analytics for Healthcare, among others. Salesforce has also introduced AI-powered innovations under the Patient 360 for Health initiative, enhancing patient care and operational efficiency. Integration with MuleSoft Salesforce Health Cloud’s integration with MuleSoft allows organizations to connect with existing healthcare systems, ensuring accurate and up-to-date patient information, unlocking the full potential of their data, and improving decision-making. Conclusion Salesforce Health Cloud is more than just a platform—it’s a comprehensive solution for managing doctor-patient interactions, recordkeeping, and delivering personalized care. By leveraging Health Cloud, healthcare organizations can transform patient experiences, streamline processes, and ensure data security and compliance, positioning themselves for a brighter future in healthcare. 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 11, 2024in Mulesoft, Salesforce Health Cloud, Salesforce Marketing Cloud, Salesforce Shield

11Jul

Content Marketing Lessons

Content Marketing Lessons: Beyond Creativity Content marketing requires more than just creativity; it demands a strategic approach rooted in collaboration, consistency, and data-driven insights. Salesforce, a leader in customer relationship management, exemplifies how to revolutionize content marketing to achieve meaningful business outcomes. Centralize Content Strategy for Consistency One of the key takeaways from Salesforce’s content marketing evolution is the power of centralization. Jessica Bergmann, Vice President of Content and Customer Marketing at Salesforce, led a shift that elevated content marketing to a strategic function within the company. By centralizing content operations, Salesforce ensured consistency in voice, tone, and messaging across all channels. This centralization wasn’t about controlling content but about creating a unified narrative that resonates with customers at every touchpoint. Empower Teams with Strategic Roles To bridge the gap between audience needs and Salesforce’s business objectives, Jessica introduced two pivotal roles: content strategists and editorial leads. These roles are embedded within brand, persona, and industry teams, ensuring content aligns with business goals and is tailored to the specific needs of different customer segments. This approach underscores the importance of empowering teams with the right expertise and tools to deliver impactful content. Leverage Technology for Seamless Operations Salesforce’s centralized content operations team plays a crucial role in managing the company’s content ecosystem. By utilizing a central content operations tool, the team oversees real-time editorial calendars, workflows, and a global measurement dashboard. This technological foundation allows Salesforce to streamline content production and maintain a cohesive strategy across its global teams. For any organization aiming to scale content marketing efforts, investing in the right technology is essential. Integrate Cross-Functional Collaboration A key to Salesforce’s success is its emphasis on cross-functional collaboration. By working closely with product marketing, creative, and campaigns teams, the content marketing function at Salesforce is integral to the broader marketing strategy. This integrated approach ensures content is not created in isolation but as part of a larger, cohesive effort to educate customers and drive business growth. Measure What Matters In content marketing, measurement is everything. Salesforce’s content performance dashboard provides visibility into how content is performing across the organization. By tracking metrics like traffic, engagement, and progression, Salesforce ensures its content efforts align with business objectives. This focus on actionable metrics helps teams make informed decisions about optimizing, promoting, or cutting content. Prioritize Strategic Initiatives Salesforce’s ability to manage multiple high-impact projects, such as Dreamforce, Salesforce+, and the #TeamEarth campaign, demonstrates its strategic prioritization process. Using the V2MOM framework (vision, values, methods, obstacles, and measures), Salesforce aligns its content marketing efforts with the company’s broader goals. This structured approach allows Salesforce to allocate resources effectively and ensure content initiatives deliver maximum impact. Focus on Audience-First Content At the heart of Salesforce’s content marketing strategy is an unwavering focus on the audience. By adopting an “audience-first” mindset, Salesforce’s content teams strive to create content that addresses customer needs while earning the right to market to them. This approach is crucial in today’s content-saturated environment, where businesses must offer genuine value to stand out. Develop Long-Range Content Plans Content marketing isn’t just about quick wins; it’s about building long-term relationships with your audience. Salesforce’s commitment to long-range content planning, integrating thought leadership, search, and editorial efforts, ensures the company remains top-of-mind for customers throughout their buying journey. This long-term focus is key to nurturing leads and converting them into loyal customers. Invest in Content Marketing Talent Hiring the right talent is vital for a successful content marketing strategy. Salesforce’s experience highlights the importance of bringing in content marketing experts who can execute the strategy effectively. These experts bring fresh ideas and ensure the content marketing function is respected and prioritized within the organization. Show Early Wins to Build Momentum Finally, one of the most important lessons from Salesforce’s content marketing journey is the value of showcasing early wins. By focusing on quick victories that demonstrate the impact of content marketing, Jessica and her team built momentum and secured buy-in from senior leadership. This approach is essential for any content marketing team seeking to establish itself as a strategic function within the organization. Conclusion Salesforce’s content marketing transformation offers valuable insights for businesses at any stage of their content marketing journey. By centralizing content strategy, empowering teams with strategic roles, leveraging technology, and focusing on audience-first content, Salesforce has created a content marketing engine that drives real business results. For organizations looking to elevate their content marketing efforts, these lessons provide a clear roadmap to success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

July 11, 2024in Salesforce

11Jul

Data Protection Improvements from Next DLP

Insider risk and data protection company Next DLP has unveiled its new Secure Data Flow technology, designed to enhance data protection for customers. Integrated into the company’s Reveal Platform, Secure Data Flow monitors the origin, movement, and modification of data to provide comprehensive protection. Data Protection Improvements from Next DLP. This technology can secure critical business data flow from any SaaS application, including Salesforce, Workday, SAP, and GitHub, to prevent accidental data loss and malicious theft. “In modern IT environments, intellectual property often resides in SaaS applications and cloud data stores,” said John Stringer, head of product at Next DLP. “The challenge is that identifying high-impact data in these locations based on its content is difficult. Secure Data Flow, through Reveal, ensures that firms can confidently protect their most critical data assets, regardless of their location or application.” Next DLP argues that legacy data protection technologies are inadequate, relying on pattern matching, regular expressions, keywords, user-applied tags, and fingerprinting, which only cover a limited range of text-based data types. The company highlights that recent studies indicate employees download an average of 30 GB of data each month from SaaS applications to their endpoints, such as mobile phones, laptops, and desktops, emphasizing the need for advanced data protection measures. Secure Data Flow tracks data as it moves through both sanctioned and unsanctioned channels within an organization. By complementing traditional content and sensitivity classification-based approaches with origin-based data identification, manipulation detection, and data egress controls, it effectively prevents data theft and misuse. This approach results in an “all-encompassing, 100 percent effective, false-positive-free solution that simplifies the lives of security analysts,” claims Next DLP. “Secure Data Flow represents a novel approach to data protection and insider risk management,” said Ken Buckler, research director at Enterprise Management Associates. “It not only enhances detection and protection capabilities but also streamlines data management processes. This improves the accuracy of data sensitivity recognition and reduces endpoint content inspection costs in today’s diverse technological environments.” 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 11, 2024in Generative AI, Salesforce Data Cloud, Salesforce Optimization

10Jul

Alphabet Abandons Acquisition for HubSpot

Alphabet Abandons Acquisition Plans for HubSpot The integration between Salesforce and Hubspot could have changed drastically. The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and maintain consistency between your marketing and sales teams. Current HubSpot Google integration includes: ability to log emails sent from Gmail into HubSpot CRM with one click, so your team spends less time on busy work and more time doing what they do best. HubSpot integrates with your Google Calendar to help you book more meetings in less time. Google parent Alphabet has abandoned its plans to acquire HubSpot, according to sources familiar with the matter. This decision puts to rest what would have been one of the year’s largest takeovers. HubSpot, Inc. is an American developer and marketer of software products for inbound marketing, sales, and customer service. HubSpot was founded by Brian Halligan and Dharmesh Shah in 2006. The talks between Alphabet and HubSpot never progressed to due diligence and fell apart shortly after the companies held initial discussions on a potential deal, the source said, on condition of anonymity to discuss confidential matters. HubSpot’s shares, a customer relationship management company, plummeted by as much as 19 percent on Wednesday (Jul 10) in New York trading, marking the most significant drop since 2020. The shares closed down 12 percent at $492.31, giving the company a market value of approximately $25 billion. Earlier this year, Alphabet had expressed interest in a potential deal with HubSpot. However, the two sides never progressed to detailed discussions or due diligence, said the sources, who requested anonymity due to the confidentiality of the matter. Representatives for Alphabet did not immediately comment. A HubSpot spokesperson also declined to comment. Any acquisition of HubSpot would have been among the largest tech deals of the year, comparable to Synopsys’s pending $34 billion acquisition of Ansys, according to data compiled by Bloomberg. HubSpot recently suffered a hack attack. HubSpot, which builds marketing software for small and medium-sized businesses, has specialized in so-called inbound marketing, where consumers start engagement with a brand. HubSpot customers apply its software to make advertising content that consumers can click on. CEO Yamini Rangan said in May on HubSpot’s financial results call that customer demand had weakened, as small businesses worried about the economic impact of high interest rates. Acquiring Cambridge, Massachusetts-based HubSpot, which caters to small and midsize enterprises, would have bolstered Alphabet’s competitiveness against rivals like Microsoft, Oracle, and Salesforce. 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 10, 2024in Data, Enterprise, Google, Salesforce

08Jul

Salesforce to Boost Productivity and Customer Interaction

Vonage, a global leader in cloud communications and a part of Ericsson, has announced that Endress+Hauser, a Swiss-based supplier of process and laboratory instrumentation and automation, has selected Vonage Contact Center for Service Cloud Voice to deliver consistent and personalized customer experiences across all channels. Salesforce to Boost Productivity and Customer Interaction With nearly 17,000 employees worldwide, Endress+Hauser sought to revolutionize their customer interactions. Vonage Contact Center for Service Cloud Voice seamlessly integrates with their existing Salesforce CRM, enhancing automation, intelligence, and engagement capabilities on a global scale. Salesforce to Boost Productivity and Customer Interaction Vonage is a trusted partner for Salesforce, offering a platform that enables businesses to manage, deploy, and consolidate multiple communication solutions for increased efficiency. Leveraging Vonage’s AI capabilities, such as real-time transcription and omnichannel routing solutions, Endress+Hauser can create deeper connections with customers and enhance agent experiences with a more informed view of the customer. Rob MacKenzie, Corporate Director of Sales Excellence at Endress+Hauser, expressed the importance of integrating communication channels to improve the customer experience, ensuring seamless interactions and capturing vital insights. Thomas Plack, SVP and Head of Industry at Salesforce Germany, highlighted how Service Cloud Voice empowers agents to handle calls and resolve issues seamlessly, enabling Endress+Hauser to adopt a proactive and personalized approach with their customers. Savinay Berry, Executive Vice President of Product and Engineering at Vonage, emphasized that Vonage solutions are tailored to organizations like Endress+Hauser, aiming to deepen customer engagement and enhance agent satisfaction. With Vonage Contact Center for Service Cloud Voice, integration with Salesforce optimizes efficiency and leverages AI-based capabilities to deliver a consistent and personalized customer experience. 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 8, 2024in Salesforce, Salesforce Communications Cloud, Salesforce Einstein, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Service Cloud

08Jul

Salesforce Agentforce Platform

Salesforce CEO Marc Benioff has hinted at the upcoming launch of a new AI and automation platform geared towards customer support. Salesforce Agentforce Platform. In anticipation of September’s Dreamforce event, Benioff used X, formerly Twitter, to offer a sneak peek into the platform, specifically highlighting its customer-facing “Einstein Service Agent.” In his post, Benioff underscores the essential features of the virtual agent, emphasizing how it will seamlessly blend digital and human-assisted support to expedite case resolutions. This blended experience appears to build upon the technology integrated into Salesforce following its acquisition of Airkit.ai in 2023. Airkit.ai provides a low- to no-code bot-building platform that empowers businesses to orchestrate AI-driven conversational experiences. Primarily used for service automation, Airkit enables firms to design and automate complex cross-platform workflows, enhancing automated customer interactions across Salesforce applications. The Einstein Service Agent, positioned within Salesforce’s broader Einstein 1 vision, leverages Data Cloud to create a unified, cross-functional data ecosystem. Benioff hints at the agent’s capability to span service, sales, marketing, and commerce functionalities, underscoring its pivotal role within the Salesforce ecosystem. Expanding on Airkit.ai’s foundational capabilities, Salesforce has integrated Mulesoft to enable insights triggering cross-platform automations, alongside real-time data harmonization within Data Cloud. Moreover, the platform now incorporates generative AI (GenAI), enhancing its ability to interpret text, images, and audio/video for diverse customer engagement scenarios. Despite these advancements, Benioff acknowledges that no virtual agent, even with GenAI augmentation, can resolve every customer query alone. Salesforce ensures omnichannel transfers and human handoffs to address more complex issues effectively. In an era where many vendors offer similar conversational AI capabilities, Salesforce distinguishes itself through ecosystem integration and orchestration. Benioff emphasizes the value of low- to no-code workflow orchestration, democratizing AI technology for non-programmers and fostering an inclusive AI revolution. Expect Benioff to elaborate further on these themes and unveil more details about the Agentforce Platform during his keynote at the 2024 Dreamforce event. 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 8, 2024in Generative AI, Mulesoft

08Jul

Salesforce Sandboxes Explained

What is a Salesforce Sandbox? A Salesforce Sandbox is a duplicate of your live production environment, offering a safe and isolated space for developers and administrators to test new features, configurations, and code changes. This environment ensures that you can experiment without affecting your live data, allowing for thorough validation before changes are deployed to production. By mimicking the production setup, a sandbox helps identify and fix issues early, leading to more stable applications and a more reliable development process. Salesforce Sandboxes play a crucial role in ensuring the quality and functionality of applications. They provide a secure environment to conduct rigorous testing, allowing teams to catch errors and make improvements before affecting end users. This controlled environment fosters innovation while minimizing the risk of disruptions. Types of Salesforce Sandboxes Salesforce offers different sandbox types, each designed to meet various development and testing needs. Choosing the right sandbox depends on the scope and complexity of the project. 1. Developer Sandbox A Developer Sandbox is ideal for individual developers working on isolated tasks. It includes a copy of the production environment’s metadata but no actual data. This sandbox allows developers to build and test new features or configurations without impacting each other’s work. With daily refreshes, it provides an agile development environment for quick iterations. 2. Developer Pro Sandbox Similar to the Developer Sandbox, the Developer Pro Sandbox has more storage capacity and includes some data. This makes it suitable for larger development projects, where more comprehensive testing is required. It’s perfect for data-intensive tasks and collaborative development, allowing multiple developers to work on shared projects. 3. Partial Copy Sandbox A Partial Copy Sandbox includes all metadata and a sample of production data, making it useful for functional testing and user acceptance testing (UAT). It allows teams to validate application performance with real data, helping uncover data-specific issues. It can be refreshed every five days, providing an accurate testing environment without needing a full data set. 4. Full Copy Sandbox The most comprehensive option, a Full Copy Sandbox replicates the entire production environment, including all data and metadata. This sandbox is ideal for final testing, load testing, and staging before deployment. By mirroring production, it ensures that any changes or updates function seamlessly when deployed to live systems. How to Create a Sandbox in Salesforce How to Refresh a Sandbox in Salesforce Refreshing a sandbox updates it with the latest data and configurations from the production environment. Here’s how to do it: Salesforce Sandbox Templates Sandbox Templates allow you to define specific data and metadata to include in your sandbox. These templates ensure a more tailored environment for testing and development activities. 1. Developer Sandbox Template This template includes metadata from the production environment and is perfect for developers who don’t need production data, allowing them to focus on configurations and code. 2. Developer Pro Sandbox Template Similar to the Developer Sandbox Template but with more storage and data, this is suited for more complex projects requiring integration and quality assurance testing. 3. Partial Copy Sandbox Template Ideal for testing with actual data, this template allows you to include a subset of production data for validation and scenario-based testing. 4. Full Copy Sandbox Template A complete replica of your production environment, this template supports full-scale performance testing and final staging before deployment. Frequently Asked Questions By utilizing Salesforce Sandboxes, your team can ensure thorough development, testing, and training processes, leading to better performance and greater confidence in your Salesforce projects. 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 8, 2024in Salesforce

07Jul

Cool AI Tools for Business

This insight is to share the best AI tools to save you time and money. Instead of listing them with zero explanation, we show you how to use these tools and what we’ve created with them. Cool AI Tools for Business. You can then customize it manually or with AI. Although Decktopus is great, it’s not the only AI presentation tool out there. Just submit a video clip of yourself talking in any language. Read the instructions to ensure the AI can learn effectively. If you don’t want to clone yourself, use HeyGen to create presentations by choosing a voice actor and giving it a script. It supports any language, just like your AI clone. One of the coolest things about this tool is a way to create a really nice professional headshot. 4. Murf AI: Text-to-Speech AIMurf AI turns text into realistic voices for ads, voiceovers, translations, and more. Unlike old text-to-speech synthesizers, Murf uses professional voice actors in multiple languages. As a business person, use Murf for voiceovers, sales pitches, and more. You can create similar clips in different languages and voices. ContentShake’s content editor suggests improvements for your posts. This tool can help draft content and draw inspiration. For example, we asked it to create a blogging site about “How to use Artificial Intelligence in business and sales,” and got results in about a minute. You can customize the site by clicking and dragging elements. It’s great for small businesses without professional web designers. 8. Grammarly: AI ProofreaderGrammarly analyzes your text in every window, spotting and highlighting mistakes. We use it every day at Tectonic. Grammarly makes it easy to fix mistakes with suggested corrections. It’s a Chrome extension, so it works in every tab. However, ChatGPT makes silly assumptions and hallucinations. It predicts words but doesn’t know or experience things. As a content writer, you may struggle as you find it can’t write engaging blog posts that attract visitors. Test these Cool AI Tools for Business, as most are free, saving you time and money so you can focus on your business! Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

July 7, 2024in Generative AI

06Jul

Marketing Technologies and Trends

The pace of change in the marketing world has arguably never been faster than it speeds ahead today. Professionals across various fields, not just marketing, are feeling the impact of rapid technological advancements, shifts in the global economy, evolving consumer preferences, and a volatile job market. Marketing Technologies and Trends. To navigate these changes, marketers are relying on research and insights from industry experts. Salesforce’s latest “State of Marketing” report identifies key priorities for marketers, including unifying customer data across multiple sources, leveraging artificial intelligence with caution, achieving full personalization, and deepening customer relationships through strategies like account-based marketing and loyalty programs. However, while data has become integral to marketing practices, challenges persist in effectively utilizing it. Salesforce reports that only 31% of respondents are fully satisfied with their ability to unify customer data sources, and despite 57% having access to real-time data for campaigns, 59% still require IT assistance for effective execution. Artificial intelligence remains a central focus for marketers, despite its challenges. Predictive AI and generative AI are prominent applications, but the martech landscape continues to expand rapidly, with over 14,000 products now available—an overwhelming prospect for many marketers. Kristen Habacht, Chief Revenue Officer at Typeform, notes that marketers are increasingly fatigued by the constant influx of new technologies. She advocates for simplifying tech stacks and prioritizing integrated solutions to enhance efficiency and effectiveness. Focusing on cloud-based solutions that share a common platform and/or interface, such as Salesforce, can help. Looking ahead, shifts in SEO practices, particularly with the advent of Search Generative Experience (SGE), are reshaping content strategies. Joe Karasin of Karasin PPC observes a growing emphasis on improving product pages on e-commerce sites to enhance visibility in evolving search environments. Moreover, impending changes like Google’s postponement of third-party cookie deprecation are prompting marketers to adopt privacy-centric strategies sooner rather than later. Adapting to a cookieless future, according to Habacht, will be crucial for maintaining competitiveness. Innovations in AI are driving advancements in digital personalization, allowing marketers to tailor experiences more precisely. Gurdeep Dhillon of Contentstack anticipates that removing technological barriers will enable marketers to achieve the level of personalization previously unattainable. Subscription-based models are also gaining traction, offering companies recurring revenue streams and fostering customer loyalty through tiered loyalty programs. According to Cary Lawrence of Decile, customization based on first-party data can significantly enhance customer satisfaction and retention. Video content, especially short-form videos, continues to dominate marketing strategies, driven by platforms like TikTok and Instagram. Vitaly Gerko of Viqeo.tv underscores the effectiveness of short, impactful video clips in capturing audience attention and driving engagement. As technology increasingly shapes marketing practices, there’s a noticeable shift in the dynamic between marketing and IT departments. Sara Faatz of Progress highlights a trend where IT is assuming a more significant role in marketing technology management, facilitating data consolidation and operational efficiency. Amidst these technological advancements, Ben Guttmann of Baruch College advocates for a return to marketing fundamentals. He emphasizes the enduring importance of building strong brands, crafting compelling narratives, and focusing on clear messaging amid the uncertainty of evolving technologies. In essence, while technology drives rapid change in marketing, mastering fundamental principles and adopting streamlined, integrated solutions will be crucial for navigating the complex landscape ahead. 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 6, 2024in Generative AI

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