Sales Archives - gettectonic.com

Salesforce Einstein and Einstein Automate

21Jan

Lead Conversion at the Speed of Einstein

The primary challenges faced by businesses today revolve around lead generation and conversion. Lead conversion with Einstein is fast. Tectonic proudly offers comprehensive solutions for both challenges through the implementation and customization of Salesforce Einstein Lead Scoring. Salesforce Einstein Lead Scoring, a pivotal feature within Sales Cloud Einstein, leverages artificial intelligence to empower sales representatives in converting leads more efficiently. By analyzing historical sales data, Einstein Lead Scoring determines the likelihood of a lead converting into an opportunity. This predictive intelligence enables sales teams to segment and prioritize leads for faster conversion. Tectonic and Lead Conversion with Einstein Let Tectonic’s’ customization and implementation services ensure that your company maximizes the value derived from Sales Cloud Einstein, setting your sales representatives up for success. The factors influencing lead conversion, as predicted by Einstein Lead Scoring, are conveniently displayed on each lead record in Salesforce, aiding sales reps in quick preparation for calls and interactions. Lead Conversion with Einstein Einstein Lead Scoring models are uniquely built for each customer and organization, analyzing standard and custom fields through various predictive models. The machine learning behind Einstein continuously improves accuracy by updating models monthly. This ensures that leads are scored every hour using the latest model, promptly adapting to any changes in lead data. Truly, the power of Einstein Lead Scoring lies in its ability to discover insights, predict lead conversion likelihood, and provide automatic insights into the newly determined score. Studies indicate that AI-powered companies spend less time prospecting and more time actively growing revenue. Einstein Lead Scoring allows your company to focus more on selling and less on prospecting, leading to faster lead conversion and shorter sales cycles. Tectonic assists in automating sales and marketing processes, integrating the capabilities of Einstein Lead Scoring into your business. With zero setup requirements, custom lead score-driven workflows, and smart lead lists. Einstein Lead Scoring ensures that your sales teams work smarter and faster. The Lead Score Your Lead Score field added by Einstein Lead Scoring in your Salesforce org lets sales and marketing teams prioritize leads. This is based on similarities to prior converted leads. Through data science and machine learning, Einstein Lead Scoring offers a faster and more accurate solution. When compared to traditional rules-based lead scoring. Your Salesforce admin, or Tectonic’s Salesforce team, can set up Einstein Lead Scoring to score all leads together. Or group them into segments based on field criteria. The dashboard provides key lead score metrics. By offering insights into average lead score by lead source, conversion rate by lead score, and lead score distribution across converted and lost opportunities. Sales Cloud Einstein Sales Cloud Einstein, with Einstein Lead Scoring, is a ready-to-use set of tools that learn from Salesforce CRM data and activities, continuously enhancing its predictions. Because Sales Cloud Einstein includes additional features such as Salesforce Inbox and Einstein Activity Capture. Einstein Opportunity Insights offers smart reminders or tasks for nurturing customer relationships. Einstein Lead Scoring helps prioritize leads for conversion. Incorporating Sales Cloud Einstein and Einstein Lead Scoring into your sales and marketing strategy can yield a great return. Your Salesforce investment will fill your opportunity pipeline. Contact Tectonic for a free consultation to explore how Sales Cloud Einstein can accelerate lead conversion for 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 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

January 21, 2022in Artificial Intelligence, Data, Einstein Insights, Salesforce, Salesforce Einstein, Salesforce Sales Cloud

14Jan

Maximizing Sales Impact with Salesforce

Navigating Sales Challenges: Strategies for Success with Salesforce Maximizing sales impact with Salesforce doesn’t only effect your ROI. It shortens sales cycles. It increases conversion rates. And it makes a world of difference in the sales world. Sales professionals face unprecedented challenges in today’s competitive and resource-constrained workplace. External factors often hinder internal success. Global uncertainties, like supply chain disruptions, inflation, regulatory shifts, and political instability. They create an atmosphere of caution among B2B and B2C buyers. In response, companies are striving to enhance productivity, efficiency, and achieve predictable revenue. Key Benefits of Selling with Salesforce: Salesforce helps manage customer relationships, storing data, interactions, and deal information securely in a central location. With data stored in the cloud, you ensure its safety and prevent the loss of crucial or time-sensitive information. Cloud based storage makes data easily accessible to a mobile and remote workforce. How Salesforce Supports Sales People: Salesforce, the most popular CRM tool, enables sales agents to focus more on client needs and less on back-end management. It frees up time for the sales team, allowing them to concentrate on critical tasks. As a Salesforce consulting company, Tectonic goes beyond innovating CRM technology. We take the time to understand your sales process and customize your Salesforce instance to support your business model. Automating tasks that otherwise slow down your sales team. Maximizing Sales Impact with Salesforce To counter the challenges facing sales teams today, sales leaders focus on factors which are within their control. A pivotal strategy involves fostering alignment between departments and dismantling communication silos that impede business velocity. Adapting operations to cater to the rising demand for hybrid or virtual selling, ensuring omnichannel accessibility. Fortifying company data and tools are paramount. Tectonic designs a Salesforce ecosystem to empower sales teams. Tectonic and Salesforce Ecosystem Collaboration: Tectonic collaborates with you to maximize your Salesforce ecosystem, providing tailored platforms and tools for departmental collaboration and alignment. The Salesforce Customer Data Platform, offering a comprehensive 360-degree customer view, is accessible to all sales and marketing team members, pulling in data from every customer interaction. Maximizing Sales Impact with Salesforce for Success: Companies maximize success by engaging customers across multiple channels. By leveraging platforms like Salesforce Marketing Cloud and Salesforce Marketing Cloud Account Engagement. These tools enable omni channel communication, reaching customers at their preferred time and through their preferred channels. These tools are improving open and click-through rates. In the evolving sales environment, reps need to transition from being mere product pitchmen to trusted advisors and brand evangelists. This transformation demands access to appropriate technology, tools, training, and organizational support. Coupled with collaboration across various company teams, including marketing, customer service, and sales operations all win. Salesforce Sales Cloud Competitive Advantages: Maximizing Sales Impact With Salesforce With an Implementation Partner Salesforce Sales Cloud Implementation Services empower businesses to grow by optimizing processes, accessing information, and removing redundancies. The efficient utilization of technology and data by Sales Cloud promotes better messaging, outreach, and customer service. Therefore resulting in a better business. Implementation partners like Tectonic increase speed to market and improve customization ensuring Sales Cloud is a valuable investment for your business. Building Relationships As companies prioritize building long-term customer relationships, Salesforce’s role becomes pivotal in defining strategy and enhancing efficiency. Sales leaders recognize the importance of sales operations in fostering long-term customer loyalty through recurring sales and predictable revenue. Salesforce, including the leading CRM platform, enables businesses to focus on growth while leveraging automations and workflows to streamline operations. Success in sales lies in focusing on controllable factors, continuous adaptation, and improvement. By maximizing impact and cultivating strong customer relationships, sales teams can drive revenue and achieve their targets. Schedule a consultation with Tectonic today for expert analysis and guidance on the best Salesforce tools for your business. 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

January 14, 2022in Marketing Automation, Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud

11Jan

Salesforce Field Service Explained

As an expansion of Service Cloud, Salesforce Field Service offers an all-encompassing perspective on workforce management. In straightforward terms, when a customer requests a new cable service, the cable installer will be on-site. The coordination of their current location, destination, and the quantity of cable in their vehicle is seamlessly handled through Field Service Lightning. Key features encompass appointment scheduling, dispatching technology, territory management, and a mobile app designed to assist field service technicians. Power the future of field service with the #1 AI platform for field service. Enhance customer engagement with real-time personalization, optimize field teams with our best in class scheduling engine and access to offline data, and improve field visits with the help of trusted AI built on the Einstein 1 Platform. Salesforce Field Service provides optimal access to and for field service agents. Prework Brief Accelerate service delivery, enhance customer satisfaction, and boost overall efficiency by giving your mobile workers vital customer data, asset history, and service records prior to each job. With summarized insights that include equipment maintenance and past customer interactions, prework briefs help mobile workers prioritize onsite tasks and grasp the broader context for meeting contract terms. Onsite Knowledge Search Field challenges can be daunting when you’re on your own. That’s why our Field Service mobile app gives contractors and employees with the power to search both internal and external knowledge bases instantly. Powered by AI summarization, users get the precise information necessary to improve first-time fix rates — boosting confidence and credibility in real-time. Post-Work Summary Say goodbye to time-consuming and error-prone service reports at the end of each job. Our intelligent summary generation feature ensures accurate and comprehensive reports while also reducing visit duration. Boost customer satisfaction significantly with Service Reports enriched with real-time customer and asset data, updates from mobile workers, and job images. Field Service Mobile App Our field service mobile app — available on Android and iOS — is the ultimate all-in-one tool tailored for the demands of today’s mobile workforce. Designed as an offline-first application, it enables your front line to work and seamlessly save changes even without Wi-Fi. Plus, the app offers extensive customization options, so it aligns perfectly with your unique business requirements. Mobile App Extensibility Empower your mobile app users with offline-capable experiences through Lightning Web Components (LWCs). Use standard components to build a tailored interface that aligns perfectly with your company’s requirements. Unleash your creativity by designing custom components that boost productivity and bring your innovative ideas to life for your workforce. Slack for Field Service Empower your mobile workforce with seamless connectivity and timely assistance whenever they need it. Swiftly mobilize for service appointments and tap into the expertise of colleagues throughout your organization. Our user-friendly interface ensures intuitive and accessible collaboration — keeping your team connected and responsive. Dispatch Management Boost your dispatchers’ productivity with our Dispatch Console. Easily create and update resource absences directly in the console. Efficiently organize candidates by availability and skill to identify the ideal candidates for each appointment. Experience an enhanced user interface that maximizes the potential of your Gantt chart for improved scheduling efficiency. Scheduling and Optimization Elevate your field service operations with our best-in-class scheduling and optimization engine. Built on the Hyperforce platform, Enhanced Scheduling and Optimization automates scheduling while aligning with priorities and constraints. It ensures efficient resource allocation, minimizes travel time, and complies with service-level agreements. Forecasting and Planning with Salesforce Field Service Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. When refining your scheduling policy, get an instant view of optimization results and KPI changes. Asset Service Management Shift from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, and specific criteria. For example, you can schedule service if an asset’s temperature exceeds a set threshold — ensuring smooth operations and preventing downtime. Work Order Management Simplify the entire work order management process to seamlessly create, assign, execute, and debrief work orders. Empower your team to stay agile, improve customer satisfaction, and drive growth by eliminating manual paperwork and digitizing the entire work order lifecycle. Content updated February 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

January 11, 2022in Data, Einstein 1 Platform, Hyperforce, Salesforce, Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud, Technology

Salesforce Partner Platform Experience Cloud

10Jan

Manage Customer Relationships with Experience Cloud

Offer your customers a secure and exclusive platform for managing their account details through the Experience Cloud’s Customer Account Portal solution. Enhance customer relationships with Experience Cloud. Better interactions and reduced service-related expenses by implementing Salesforce Experience Cloud granting customers the ability to view and settle invoices. They canupdate account information and access your knowledge base for answers to common queries. Tailored for effective account management, the Customer Account Portal empowers you to: The Customer Account Portal maintains the flexibility and extensibility you’ve come to expect with other Lightning sites, enabling you to: Salesforce Experience Cloud’s Customer Portal is a perfect solution for the public sector, government, manufacturing industry, and financial services sector. The primary distinction between customer experience and customer relationships lies in their scope. Improved customer relationships with Experience Cloud grow over time. Customer experience encompasses a broader, more comprehensive perspective on individuals’ emotions during interactions with your business. In contrast, customer relationships specifically pertain to your company’s enduring connections with customers. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

January 10, 2022in Data, Salesforce, Salesforce Experience Cloud, Salesforce Financial Services Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions

07Jan

CPQ Tool in Salesforce

How long does it take to implement the CPQ tool in Salesforce? Unfortunately, there is no one-size-fits-all answer to this question. Every organization is unique, with ditto requirements and needs. In general, you can deliver an Minimum Viable Product within a few months, which you can then build on. A truly successful CPQ implementation takes time. Contact Tectonic to explore Salesforce CPQ options. Best CPQ Software Reviews Content updated March 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

January 7, 2022in Salesforce, Salesforce CPQ

14Dec

What Are Salesforce Webhooks?

Salesforce webhooks are a real-time communication method that allows Salesforce to send notifications to external applications when specific events occur: Webhooks are event-driven, meaning they are sent automatically when an event is triggered in the source system. They can be used to: Integrate data in real-time, Send data back into Salesforce, Facilitate data flowing into Salesforce, and Trigger actions and workflows in external systems. Webhooks can streamline business processes and reduce the need for manual intervention. They can be set up using Salesforce Sites or Experience Cloud. To set up webhooks in Salesforce, you can: Content updated November 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

December 14, 2021in Data

15Nov

Track Your Digital Transformation Progress With These Important KPIs

Effective digital transformation progress has the potential to enhance the competitiveness and agility of enterprises in today’s and the future dynamic market. Most CIOs acknowledge that implementing digital transformation is a challenging endeavor and not a task achievable within a day or a week. It demands a significant commitment from business leaders, comprehensive training, financial investment, adept change management, a well-articulated strategy, and diligent monitoring of Key Performance Indicators (KPIs). A concerning statistic reveals that over 70 percent of digital initiatives fail, primarily due to unclear goals and the inability to monitor progress. Surprisingly, 50 percent of businesses do not define metrics or Key Performance Indicators (KPIs) to measure the success of their digital transformation progress. This lack of measurement makes substantial investments counterproductive. Assessing the right metrics is essential, as it allows businesses to determine whether they are implementing best practices and deriving the intended value from the process. Considering the broad scope of potential transformations within a business, creating KPIs for digital transformation progress to measure success can be challenging. However, identifying and monitoring specific digital transformation KPIs is crucial for gauging progress towards digitization goals. The following are key digital transformation KPIs that can contribute to tracking the journey and drawing closer to achieving digitization objectives: Keeping a vigilant eye on these important digital transformation process KPIs will enable businesses to navigate their digital journey effectively and strive towards achieving successful digitization. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

November 15, 2021in Data, Enterprise, Salesforce

06Oct

Basics of Salesforce

What are the basics of Salesforce? What do users need to know? Salesforce is a cloud-based Customer Relationship Management (CRM) software for managing customer relationships and integration with other systems. This SaaS tool helps to create custom solutions for marketing, sales, services and ecommerce as per business requirements. Salesforce, Inc. is a famous American cloud-based software company that provides CRM services. This is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and prospects. CRM stands for Customer Relationship Management, which is a process or methodology used to learn more about customers’ needs and behaviors. This data is useful in order to help them through new solutions which eventually develop stronger relationships with them. This technology aids users to manage relationships with their customers and track data related to all of their interactions. It helps teams collaborate, both internally and externally, gather insights from social media, track important metrics, and communicate via email, phone, social, and other channels. The more useful way to think about Salesforce CRM is as a process that will help bring together lots of pieces of information about customers, sales, marketing effectiveness, responsiveness, and market trends. Advantages Of CRM What Is Salesforce Architecture? Salesforce delivers a highly customized experience to customers, employees, and partners. Salesforce’s Architecture is divided into three layers: Types Of Salesforce Apps Here are some of the prebuilt salesforce apps: 1. Sales Cloud “Sales Cloud is a specific Salesforce application designed to help organizations sell smarter and faster by centralizing customer information, logging interactions, and allowing for collaboration across teams. It puts all of your customer and prospect information in one place, giving sales teams the ability to be more productive.” Imagine there is a Sales team in a software company getting new leads (i.e. potential customers) very frequently from the Marketing team. They need to communicate with every lead, as per their details of them, When leads get converted, store their deals-related information. Generate invoices of customers orders. Throughout the whole process, the sales cloud helped them to keep track of the sales-related data, which helped them to improve and work efficiently. 2. Service Cloud “Service Cloud enables users to automate service processes, streamline workflows and find key articles, topics, and experts to support customer service agents. The purpose is to foster one-to-one marketing relationships with every customer across multiple channels and devices.” Imagine there is a telecommunication company, with a customer support team, which is helping customers solve their problems. Now using Service Cloud, they were able to keep track of each problem and solution as well. Whenever the same problems come, automatically the solution will be assigned to the problem. Through this, the efficiency of the team increased, response time decreased and customers were able to receive a comparatively quicker solution. 3. Marketing Cloud “Salesforce Marketing Cloud is a digital marketing platform that automates marketing across email, social media, mobile apps, SMS, websites, and more.” Imagine there is a retail company, that wants to do email marketing to their customers. They used the marketing cloud, which enables them to send personalized email to millions of customers, based on each and every customer’s previous purchase history. They are able to keep track of open rates, click-through rates, and conversion rates. 4. Commerce Cloud “Commerce Cloud is a key part of the Salesforce Customer Success Platform and offers e-commerce solutions for B2C (business to consumer) and B2B (business to business) customers.” Imagine there is a fashion retailer company that uses the Salesforce commerce cloud to manage its online store. They are able to suggest similar accessories that their customers are interested in or based on the customer’s last interaction with the web store. Through the commerce cloud, they were able to provide a seamless customer experience, which increases sales and builds customer loyalty. 5. Experience Cloud “Salesforce Experience Cloud enables enterprises to create and manage communities more effectively. It allows you to create portals, support centers, forums, websites, and smartphone apps, and administer your content.” Think of various portals or forums where users come and interact with each other, and discuss solving each other problems. 6. Health Cloud “Salesforce Health Cloud is a platform for managing doctor-patient interaction and recordkeeping. It brings together a wide range of data from several sources in one location, providing you with a complete picture of everything about each patient, both clinical and non-clinical.” It allows automated scheduling of appointments and also helps in conducting virtual health care for patients so, that they can take care of from the comfort of their homes. 7. Financial Services Cloud “It provides a user-friendly platform to handle all customer data, build more trusted relationships, and create more seamless digital experiences at any touchpoint. It is designed to meet the demands of companies in the financial sector: banks, insurance agents, mortgage and loan companies, and others.” Imagine a bank that provides loans and credit card services, which involves customer verification like financial condition, and all of that can be done using the financial service cloud. 8. Education Cloud “It allows educational institutions to create solutions for recruitment, admission, and registration while also improving the student experience in the course of the teaching process and extracurricular activities.” It helps educational institutions to provide the right recommendations like tuition, extra class, and books, to students according to their performance. When Do Salesforce Releases Come Salesforce is a #1 CRM-based solution provider because of its continuous improvements. It delivers hundreds of innovative features by providing three seasonal releases during a year: The first set of upgrades happens on sandbox instances 4-6 weeks before a release goes into production. After that, all customers run the same version of Salesforce, complete with all the latest features. Benefits Of Salesforce CRM If you are ready to explore the power of Salesforce for your business, contact Tectonic today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has

October 6, 2021in Salesforce

Salesforce Marketing Cloud Advertising Studio

04Oct

What is the Difference Between a CRM and a DMP?

A DMP uses first-, second-, and third-party data, stored temporarily, creating an audience profile. Data is obtained from various online and offline sources, and mobile sources. A CRM system is typically managed by a sales team, with limited data integration. Is CRM a DMP? While a DMP uses anonymous, third-party data, a CRM and a CDP use first-, second-, and third-party data. Goal. DMPs are built for prospecting, CRMs are built to manage and nurture customers, and CDPs help engage and personalize all phases of the customer experience. Is Salesforce a DMP? Salesforce DMP, called Audience Studio, is a platform that collects, stores, organizes, and centralizes data from different sources, own or external. It works in real time, unifying user data collected from multiple sources into a single profile for each customer. Salesforce proper, the database, is a CRM, not a DMP. Who uses DMP? Marketers who are getting started with audience segmentation for digital advertising can get the most utility out of a DMP. A DMP organizes all the data collected about a prospect or customer. Do you need a DMP? Use a DMP if you want to build marketing campaigns for audiences that are unfamiliar with your business. DMPs are best for this because of their use of third-party data. They can give you access to audiences that you don’t know. Why is CDP better than DMP? DMPs are effective for digital channels and audience segmentation. CDPs, on the other hand, are beneficial for social media websites, offline interactions, and insights into customer needs and purchase behavior. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

October 4, 2021in Data, Salesforce, Salesforce Data Cloud

28Sep

Salesforce Omni-Channel

Omni-Channel in Salesforce is a feature embedded within the Customer Service and Console, facilitating the automated routing of various work items like Leads and Cases to agents. This feature intelligently distributes work items based on agent capacity, priority, skillset, and other factors. The multichannel approach emphasizes customer engagement, whereas the omnichannel strategy prioritizes customer experience. Multichannel endeavors to engage customers across various channels to enhance interaction, a fundamental metric in this approach. Routing Work with Omni-Channel: Omni-Channel is a versatile, customizable feature that can be configured without coding. It enables the management of work item priorities, ensuring prompt assignment of critical tasks to agents. Agents’ workload can be optimized to match their capacity, ensuring they handle an appropriate number of assignments. Moreover, agents can be designated for specific types of tasks, streamlining workflows. Omni-Channel routes work requests to available and qualified support agents within the application. Real-time operational insights are provided to supervisors through Omni Supervisor, eliminating the need for manual assignment selection. This efficiency saves time, effort, and enhances productivity, enabling agents to assist customers promptly and effectively. Important Note: Routing logic is applied upon work item assignment, and subsequent changes to field values do not trigger reapplication of routing logic. Omni-Channel is compatible with both Lightning Experience (preferred) and Salesforce Classic, functioning seamlessly in standard and console apps. Enhanced Omni-Channel is recommended over Standard Omni-Channel due to its superior features and ongoing development focus. It offers enhanced experiences for agents and supervisors, aligning with future Omni-Channel advancements. Set Up and Testing: Utilize Omni-Channel to route work items to queues, agents, skills, and Einstein Bots (on supported channels). Configuration options include Omni-Channel flows, catering to diverse business needs. Ensure successful implementation by setting up Omni-Channel to route incoming work items to qualified and available support agents seamlessly across console and standard apps. Subsequently, test the implementation to verify its functionality. Agent and Supervisor Management: Leverage Omni Supervisor to manage agents, queues, and skills efficiently. This tool provides comprehensive oversight, optimizing resource allocation and performance tracking. Customer Support and Benefits: Deliver real-time customer support across preferred communication channels, such as phone, messaging, or chat. Omni-Channel enhances customer insights, satisfaction, agent productivity, and operational cost-effectiveness, differentiating your business in the competitive landscape. Limitation Awareness: In instances where Omni-Channel agents encounter “LIMIT_EXCEEDED” errors, it may indicate queue capacity constraints. Monitoring queue load and managing work item volume is essential to prevent disruptions in routing and ensure uninterrupted service delivery. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 28, 2021in Salesforce

02Sep

Who Are Your Salesforce Stakeholders?

Understanding the intricacies of Salesforce and using it effectively to support business processes is crucial for admins and developers. However, the significance of communication skills is often overlooked in technical training. Beyond technical expertise, vital non-technical skills, such as active listening and extracting relevant information from business stakeholders, play a pivotal role in addressing Salesforce users’ true needs. Here is an approach that enables working more efficiently in a proactive mode rather than reactive. Once you identify your key salesforce stakeholders, here are some great ways to keep the doorways of communication open. Start by putting yourself in your stakeholders’ shoes, be it business users, customers, or consulting clients. Transitioning into Salesforce there is a need to gather information, empathize, and build a compelling case for change. Following are insights and strategies for effectively collaborating with stakeholders to understand business requirements, pain points, and objectives. If you’re keen on enhancing these skills, read on! Importance of Stakeholders As a Salesforce Administrator, collecting information from diverse stakeholders with varying knowledge levels is inevitable. It’s essential to recognize that the required information may not be thoroughly documented or held by a single individual. Engaging with individuals beyond primary users, such as those in supply chain and training, broadens the understanding of business processes. Maximizing the value of every interaction is crucial, considering the time constraints of both yourself and stakeholders. Determining Stakeholder Numbers The number of stakeholders to engage with depends on the project’s scope. Successful benchmarks have demonstrated varying needs: Identifying Stakeholder Groups Consider speaking with stakeholders in four directions: upwards, downwards, inside, and outside. Each group includes: The 3 Types of Stakeholders to Involve Locating Stakeholders Establishing a network within the organization is beneficial. For newcomers or consultants, navigating the terrain may be challenging. Start with the project sponsor for direction and inquire about additional contacts after each conversation. Preparation and Respecting Stakeholders’ Time Request meetings based on stakeholders’ availability, typically ranging from 15 to 45 minutes. Allocate an hour in your calendar to accommodate potential extensions. Prepare thoroughly, understanding whom you’re speaking to and having insights into the discussed system or process. Leaving the Door Open: Saying Thank You Upon closing a meeting, express gratitude and leave the door open for future conversations. Encourage stakeholders to contact you if they have further thoughts, and reciprocate by offering to send a quick note if additional insights emerge. Send a follow-up email expressing thanks and summarizing key takeaways. Incorporating these practices ensures effective communication with stakeholders, facilitating a more successful and collaborative Salesforce implementation. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 2, 2021in Salesforce

07Aug

Account Planning in Salesforce

Effective account planning is crucial for sales teams to optimize revenue opportunities, foster team alignment, clarify internal sales rep goals, and comprehend customer needs. Account plans play a pivotal role in establishing robust customer relationships. By enabling sales teams to consistently achieve their goals. With a well-crafted and comprehensive account plan for strategic accounts, focus can be aligned to position your team as the trusted partner, emphasizing problem-solving over product sales. Salesforce, a versatile tool evolving over time, empowers companies to enhance their marketing, sales, and service capabilities. Account planning in Salesforce serves as a valuable component of this arsenal. Account Planning With Salesforce Account planning involves the strategic creation of plans to enhance value-driven relationships with key customers. By ensuring long-term development and retention for maximum revenue potential. This process entails mapping essential details about prospects or existing clients, including decision-making processes, competitors, and an organization-wide strategy for winning, retaining, and growing business. In Salesforce, account planning becomes a measurable, repeatable process, ensuring that every client interaction contributes to relationship growth and, consequently, increased revenue potential. Account planning in Salesforce, when executed with Tectonic’s intuitive and strategic customization, not only nurtures client relationships but also facilitates team-wide growth. This expedites deal closures with heightened customer satisfaction, making everyone’s job more manageable. A well-designed account planning management template, tailored to your business’s targets and goals, provides a roadmap for closing deals faster. Tectonic collaborates with you to customize Salesforce tools. Whiteboard existing processes, and create a dynamic account planning management template that evolves with your business. The Significance of Account Plans An account plan consolidates information about customers, competitors, and sales strategy into a simple document. This ensures each customer is set up for success. It goes beyond the structured fields of a CRM, incorporating a variety of information. Annual revenue, key decision-makers, sales timelines, and goals for both the buyer and seller. An account plan unifies the entire account team, providing a strategy execution, facilitating smooth transitions during account changes, and aiding in onboarding subject matter experts. This strategic document outlines the growth trajectory of the client relationship while marking milestones for seamless team transitions. This ensures a consistently smooth experience for the client. While many account plans become static documents, only referenced during their creation phase in Q1, living account plans remain dynamic and relevant throughout the year. These dynamic plans keep account information up-to-date, empowering sales teams to formulate actionable strategies, deliver tangible benefits, eliminate surprises, and predict the likelihood of hitting quarterly goals. Salesforce account planning encourages salespeople to gain a deeper understanding of each customer’s individual needs, motivations, and business situations. A well-designed account plan transforms the 2D visualization of an account in a CRM platform into a 3D, living, breathing, evolving story of the customer and their needs. Empowered by account planning, sales managers can explore new avenues to increase revenue from existing accounts. A detailed account plan provides insights into the client’s business, fostering trust and deeper client relationships. Enhancing Salesforce with Account Planning In the Salesforce ecosystem, communication is vital, and Einstein, Salesforce’s artificial intelligence tool, enhances account planning by automating many customer interactions. This automation allows the sales team to focus on key moments that matter the most in customer interactions. Account planning in Salesforce also facilitates a more insightful approach to account segmentation. Armed with information from the account plan, analytics and Salesforce artificial intelligence can be employed to identify and target key accounts effectively. You should consider both potential and current value. Creating account plans for every account is recommended, especially for larger, more complex, and valuable customers. The historical data generated by account plans prepares businesses for future growth by establishing a simple and repeatable process. Quip as an MVP in Account Planning Quip, a real-time collaborative suite of documents and spreadsheets, serves as a valuable tool in the account planning arsenal. Integrated into Salesforce, Quip simplifies the addition of account plans to every Salesforce account and opportunity record. Transforming numerous business processes and documentation challenges into productivity wins. For organizations conducting formal account planning for the first time, it is recommended to start with key customers for the year. As account planning matures, it becomes a valuable resource for Account Based Marketing (ABM), leveraging historical data for future business expansion. Account planning, when integrated with Salesforce and supported by Salesforce tools like Quip, becomes a powerful strategy for sales teams. It enhances communication and automates interactions. Quip provides valuable insights, ultimately contributing to long-term client relationships and increased revenue potential. Whether implementing or re-implementing Salesforce, Tectonic can assist in incorporating account planning as an essential tool to maximize the benefits of your Salesforce strategy. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

August 7, 2021in Salesforce

24Jul

Implications for the DMP Landscape

Salesforce Sunsets Audience Studio: Implications for the DMP Landscape Salesforce recently announced the discontinuation of Audience Studio, their Data Management Platform (DMP) acquired five years ago as Krux. This move raises questions about the future of DMPs in the evolving digital landscape. Implications for the DMP Landscape. Current State of DMPs Understanding the context and future of DMPs requires examining their current functionality and limitations: Inherent DMP Limitations Salesforce’s decision to sunset their DMP highlights several critical limitations inherent to the technology: DMP Strengths Despite these limitations, DMPs still offer value in certain areas: Uncertain Future of DMPs The future of DMPs is uncertain as they primarily serve media optimization reliant on third-party cookies. While evolution in the post-cookie world is possible, it requires significant changes in technology and adtech provider support. Advantages of CDPs CDPs address many of the shortcomings of DMPs and offer several advantages: Challenges and Future Developments The quest for a comprehensive view of the customer journey remains challenging due to data silos within major platforms like Google, Facebook, and Amazon. However, emerging technologies like Google’s Federated Learning of Cohorts (FLoC) offer potential solutions for privacy-preserving data sharing. Strategies for Marketers Marketers need to focus on building first-party data sets and quantifying their value. This involves: Transitioning from DMP to CDP For brands transitioning from DMPs to CDPs, selecting the right CDP is crucial. Key features to look for include: Conclusion The discontinuation of Salesforce’s Audience Studio reflects broader trends and challenges within the DMP category. As the digital landscape evolves, CDPs are emerging as a more effective and future-proof solution for managing and leveraging customer data. Brands must adapt by investing in robust CDP solutions that offer comprehensive, customer-centric data management and engagement capabilities. 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, 2021in Salesforce Data Cloud, Salesforce Optimization

14Jul

Quest to be Data-Driven

“Data-driven” is a business term that refers to the utilization of data to inform or enhance processes, decision making, and even the revenue model. The quest to be data-driven is afoot. In recent years, a data-driven business approach has gained a great deal of traction. It is true that every business deals with data — however, data-driven businesses systematically and methodically use data to power business decisions. Incorporating the notion of being a data-driven enterprise enriches the understanding of how data can profoundly impact business operations. Leveraging data not only offers valuable insights but also enhances adaptability, thereby sharpening the competitive edge of an organization. These insights serve as a foundation for making market predictions and adapting business strategies accordingly, often leading to revenue growth. While data may not provide solutions to all organizational challenges, embracing a data-driven approach lays a solid groundwork for achieving organizational goals. Data-driven contrasts with decision making that may be driven by emotions, external pressure, or instinct. So, what exactly constitutes a data-driven enterprise? It transcends mere number-crunching; it involves creating sustainable value for customers and innovating efficiently in the digital economy. Encouraging a data-driven approach across all facets of the business is paramount to success. Gaining data insights from data is invaluable. It allows organizations to reshape customer interactions, provided the data is accurate, accessible, and integrated into existing processes. However, many struggle to extract value from their data due to the complexity of transforming raw data into actionable insights. Understanding the hierarchy of data, information, and insights is crucial, as actionable insights drive data-driven success. Furthermore, adaptability emerges as a crucial factor in today’s rapidly evolving landscape. The ability to swiftly respond to changes and leverage data for informed decision-making is paramount. Data-driven insights serve as powerful tools for facilitating change and fostering agility, ensuring organizations remain competitive. Moreover, data serves as a catalyst for revenue generation through various business models such as Data as a Service (DaaS), Information as a Service (IaaS), and Answer as a Service (AaaS). By putting customer satisfaction at the forefront and leveraging data-driven insights, organizations can evolve their products proactively and drive growth. Building a data-driven enterprise involves a strategic approach encompassing nine key steps, including defining end goals, setting tangible KPIs, and fostering a data-driven culture across the organization. However, challenges such as deciding what to track, lack of tools or time for data collation, and turning data into meaningful insights may arise. Overcoming these challenges requires a cultural shift towards data-driven decision-making and the adoption of modern data architectures. Walking (or perhaps running) the data-driven journey with Tectonic involves connecting and integrating various data sources to ensure seamless data flow. By embracing a data-driven approach, organizations can unlock the full potential of their data, driving innovation, enhancing customer experiences, and achieving long-term success in today’s dynamic, rapidly evolving business landscape. Expanding upon this foundation, let’s go deeper into the transformative power of data-driven enterprises across various industry sectors. Consider, for instance, the retail industry, where data-driven insights revolutionize customer experiences and optimize operational efficiency. In the retail sector, understanding consumer behavior and preferences iscrucial to daily, quarterly, and annual success. By harnessing data analytics, retailers can analyze purchasing patterns, demographic information, and social media interactions to tailor marketing strategies and product offerings. For example, through personalized recommendations based on past purchases and browsing history, retailers can enhance customer engagement and drive sales. Moreover, data-driven insights enable retailers to optimize inventory management and supply chain operations. By analyzing historical sales data and demand forecasts, retailers can anticipate fluctuations in demand, minimize stockouts, and reduce excess inventory. This not only improves operational efficiency but also enhances customer satisfaction by ensuring products are readily available when needed. Furthermore, in the healthcare industry, data-driven approaches revolutionize patient care and treatment outcomes. Electronic health records (EHRs) and medical imaging technologies generate vast amounts of data, providing healthcare professionals with valuable insights into patient health and treatment efficacy. By leveraging predictive analytics and machine learning algorithms, healthcare providers can identify patients at risk of developing chronic conditions, enabling early intervention and preventive care. Additionally, data-driven approaches facilitate personalized treatment plans tailored to each patient’s unique medical history, genetic makeup, and lifestyle factors, improving treatment outcomes and patient satisfaction. In the manufacturing sector, data-driven strategies optimize production processes, enhance product quality, and reduce operational costs. By implementing Internet of Things (IoT) sensors and connected devices on the factory floor, manufacturers can collect real-time data on equipment performance, energy consumption, and production efficiency. Analyzing this data enables manufacturers to identify inefficiencies, minimize downtime, and proactively schedule maintenance to prevent costly equipment failures. Moreover, data-driven insights inform process improvements and product innovations, enabling manufacturers to stay competitive in an increasingly globalized market. The ultimately transformative impact of data-driven enterprises extends across various industry sectors, revolutionizing business operations, enhancing customer experiences, and driving innovation. By embracing a data-driven approach and leveraging advanced analytics technologies, organizations can unlock new opportunities for growth, efficiency, and competitive advantage in today’s data-loaded digital economy. Becoming data-driven requires harnessing the full potential of your data, transforming it into actionable insights, and iteratively refining your processes. Remember, data itself is not the ultimate goal but rather a powerful tool to drive informed decision-making and organizational growth. To establish a truly data-driven organization, consider the following nine steps: By following these steps, your organization can effectively harness the power of data to drive innovation, improve decision-making, and achieve sustainable growth in today’s data-driven landscape. Tectonic recognizes the challenges in the quest to be data-driven. We’ve launched a Data Cloud Salesforce Implementation Solution to help you. Content updated May 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing,

July 14, 2021in Data, Enterprise, Salesforce, Salesforce Data Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Technology

24Jun

Visualize Your Task List With Salesforce and Wrike

Streamlining Collaboration with Wrike and Salesforce Integration If your team uses Wrike and your sales team operates in Salesforce, seamless collaboration is now within reach without the hassle of switching between platforms or relying on excessive email communication. Visualize Your Task List With Salesforce and Wrike. Account administrators can integrate Wrike with Salesforce, a widely used CRM solution. This integration allows you to manage client projects directly within Salesforce, enhancing collaboration between sales and other customer-facing teams using Wrike. This setup facilitates faster, more transparent work processes. More information on Salesforce can be found here. How the Integration Works Once the integration is in place, you can monitor task status from within Salesforce. You can link any Salesforce object to a Wrike project or folder, ensuring that changes in Wrike are immediately reflected in Salesforce. This integration supports both Salesforce Classic and Salesforce Lightning. Key Benefits of Wrike-Salesforce Integration: Utilizing the Integration Every record page in Salesforce (where the integration is enabled) includes a Wrike widget. This widget lets you select or change the project or folder displayed, access tasks, and monitor their status. If a project or folder hasn’t been set up for a Salesforce record, you can create it directly from the widget using templates provided by the admin. The integration’s customization options allow you to select which Salesforce objects (such as Leads, Opportunities, Accounts, or Subscriptions) you want to link with Wrike. On enabled objects, record pages will feature the Wrike widget for easy access to related tasks. Setting Up the Wrike Widget To set up the Wrike widget on your Salesforce pages: Practical Applications Common Use Cases: Getting Started – Visualize Your Task List With Salesforce and Wrike Wrike’s Salesforce Integration is available to Wrike Enterprise accounts. If you are ready to implement this integration, contact Wrike’s Support team for the installation package. Please note that List view is not available for accounts created on or after June 9, 2023; we recommend using the Table view instead. This integration not only simplifies workflow management but also enhances collaboration and accountability across your teams, making it an invaluable tool for organizations using both Salesforce and Wrike. 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

June 24, 2021in Salesforce

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